SYSTEM CONFIGURATION - OBP Base and US LZN

Once the OBDX installation is complete, the system administrator will login into the system and he/she will have a configuration wizard to define the details required for setup.

System configuration is a onetime setup and once defined, the administrator can view/ edit the details.

How to reach here:

Dashboard > System Configuration

To set-up the system configuration:

• The Administrator logins in to the application using valid login credentials.
  The System Configuration screen with welcome note is displayed.

Field Description

Field Name	Description
Select Host	You need to select the host system for the channel banking platform.

• From the host from the list to get started with system configuration set up.
• Click Get Started . The System Configuration - Basic Details screen appears.

System Configuration – Basic Details

Field Description

Field Name	Description
Web Server Host	Specify the web-server host.
Web Server Port	Enter the web server port number.
Application Server Host	Enter the address of the application server host.
Application Server Port	Enter the application server port number.

• In the Web Server Host field, enter the host name of the web server.
• In the Web Server Port field, enter the port number of the web server.
• In the Application Server Hostfield, enter the address of the application server host.
• In the Application Server Port field, enter the port number of the application server port.
• Click Next. The System Configuration – Host Details screen appears.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Host Details

Field Description

Field Name	Description
Host Name	The host system for the channel banking platform is displayed.
Host Version	Select the version number of the host system.
Gateway IP	Specify the Gateway IP of the selected host system.
Port	Specify the port for the host system.
Channel	Specify the channel to access the application.
Host Date	Specify the date of the host set up.
Business Unit	Specify the business unit name.
Market Entity	Specify the market entity.
Check Host Availability	Click to check if the Host is available.

• From the Host Version list, select the version of the host.
• In the Gateway IP field, enter the gateway IP address of the server.
• In the Port field, enter the port id.
• In the Channel field, enter the channel to access the application.
• Select an appropriate host date by clicking on the date picker.
• In the Business Unit field, enter the name of the business unit.
• In the Market Entity field, enter the name of the market entity.
• Click the Check Host Availability link to check the host availability. The message of successful testing appears.
• Click Next. The System Configuration – Bank Details screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process

System Configuration – Bank Details

Field Description

Field Name	Description
Bank Code	Enter unique code to identify the bank.
Bank Group Code	Enter the bank group code.
Bank Name	Enter the name of the bank.
Bank Short Name	Enter the short name of the bank.
Address - Line 1 - 3	Enter the address of the bank.
Country	Enter the country in which the bank is located/ headquartered.
ZIP Code	Enter the ZIP code of the bank.
Bank Currency	Specify the default currency applicable for the bank.

• In the Bank Code field, enter the code of the bank.
• In the Bank Group Code field, enter the group code of the bank.
• In the Bank Name field, enter the name of the bank.
• In the Bank Short Name field, enter the short name of the bank.
• In the Address Line 1 - 3 field, enter the address details of the bank.
• From the Country list, select the country in which the bank is located.
• In the ZIP Code field, enter the city/ zip code where bank is located.
• From the Bank Currency list, select the appropriate currency.
• Click Next. The System Configuration – Branch Details screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Branch Details

Field Description

Field Name	Description
Bank Code	Enter the unique code to identify the bank. You should specify the same bank code as specified in the previous section.
Branch Code	Enter the bank branch code.
Home Branch	Specify the home branch for the bank.
Local Currency	Select the local currency applicable for the bank.
Calculation Currency	Select the calculation currency applicable for the bank.
Region	Select the region of bank payments. The options are: India UK SEPA

2. In the Bank Code field, enter the code of the bank.
3. In the Branch Code field, enter the code of the bank branch.
4. In the Home Branch field, enter the code of the home branch of the bank.
5. From the Local Currency list, select the local currency of the bank branch.
6. From the Calculation Currency list, select the calculation currency of the bank.
7. From the Region list, select the appropriate region.

• Click Next. The System Configuration – Module - Originations screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Module - Originations

Field Description

Field Name	Description
Co- Applicant Registration URL	Specify the URL for the registration of the co-applicant.
Origination Date of Birth Limit Check	Select the option i.e. Local / Remote for validating the date of birth limit.

31. In the Co- Applicant Registration URL field, enter the URL that will be used for co-applicant registration.
32. Select an appropriate option i.e. local/remote for Date of Birth Limit Check.

• Click Next. The System Configuration – Module – Common Modules screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Module - Common Modules

Field Description

Field Name	Description
Batch Request URL	Specify the URL for batch request processing.

45. Enter the batch request URL.
3. Click Next. The System Configuration – Module – Alerts screen appears.
   OR
   Click Previous to go to the previous screen.
   OR
   Click Cancel to cancel the setup process.

System Configuration – Module - Alerts

Field Description

Field Name	Description
Server Name	Enter the name of the server.
Port	Enter the port number
Sender Email Address	Specify the email address from which alerts will be sent to the recipients.
Recipient Email Address	Specify the email address of recipient for testing purpose.
Authentication Required	Select the check box, if authentication is required.
User Name	Specify the user name of the user if mapped to the sender email address. It could be the same as sender email address.
Password	Enter the password corresponding to the user name.
Send Test Email	Click to trigger and test the alert configuration by sending test email to the defined recipient email address.

39. In the Server Name field, enter the name of the mail server.
40. In the Port field, enter the port id.
41. In the Sender Email Address field, enter the email address of the sender which needs to appear when emails are sent to the recipient.
42. In the User Name and Password field, enter the user name and password.
43. Select the Send Test Email check box, to send a test email.
44. Click Save.
    OR
    Click Previous to go to the previous screen.
    OR
    Click Cancel to cancel the transaction.
45. The System Configuration – Review screen appears. Verify the details and click Confirm.
    OR
    Click Cancel to cancel the setup process.
    
46. The success message of saving the system configuration appears along with the status.
    

System Configuration – OBP Base and US LZN – View and Edit

System Configuration - Basic Details - View

Using this option the system administrator can view and edit the system configuration details that have already been created.

To view the basic details of system configuration:

• Click on System Configuration option on the dashboard and navigate to the basic details. The default option is ‘View’.

Field Description

Field Name	Description
Web Server Host	Displays the web-server host.
Web Server Port	Displays the port of the web server.
Application Server Host	Displays the application server host details.
Application Server Port	Displays the port of the application server.

• Click Edit to edit the Basic Details. The System Configuration - Basic Details screen appears in editable form.

System Configuration - Basic Details - Edit

Using this option, system administrator can edit the basic details.

To edit the basic details:

1. In the System Configuration - Basic Details screen, click Edit. The System Configuration - Basic Details screen appears in editable form.
   OR
   Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Web Server Host	Displays the web server host details and available for edit.
Web Server Port	Displays the port of the web server and available for edit.
Application Server Host	Displays the application server host details and available for edit.
Application Server Port	Displays the port of the application server and available for edit.

• In the Web Server Host field, edit the host name of the web server if required.
• In the Web Server Port field, edit the port number of the web server if required.
• In the Application Server Host field, edit the host name of the application server if required.
• In the Application Server Port field, edit the port number of the application server port if required.

2. Click Save to save the changes.
   OR
   Click Cancel to cancel the transaction.
   
3. The System Configuration - Basic Details - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Bank Details, Branch Details or Module tabs to view and edit the respective details if required.
4. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.

System Configuration - Host Details - - View

Using this option System Administrator maintains the host configuration. These details once defined can be viewed and edited using this transaction.

To view the host details:

• Click on System Configuration option on the dashboard and navigate to the host details tab. The default option is ‘View’

Field Description

Field Name	Description
Host Name	Displays the host system for the channel banking platform.
Host Version	Displays the version number of the channel platform.
Gateway IP	Displays the Gateway IP of the selected host system.
Port	Displays the port for the host system.
Channel	Displays the channel to access the application.
Host Date	Displays the date of the host set up.
Business Unit	Displays the Business Unit name as defined during setup.
Market Entity	Displays the Market Entity as defined during setup.

• Click Edit to edit the Host Details. The System Configuration - Host Details screen appears in editable form.

System Configuration - Host Details - Edit

Using this option, system administrator can edit the host details.

To edit the host details:

1. In the System Configuration - Host Details screen, click Edit. The System Configuration - Host Details screen appears in editable form.
   OR
   Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Host Name	Displays the host name of the channel banking platform.
Host Version	Displays the host version of the channel platform and available for edit.
Gateway IP	Displays the Gateway IP of the selected host system and available for edit.
Port	Displays the port of the host system and available for edit.
Channel	Displays the channel to access the application.
Host Date	Displays the date of the host set up and available foe edit.
Business Unit	Displays the business unit name as defined and available for edit.
Market Entity	Displays the market entity name as defined and available for edit.
Check Host Availability	Click on the link to check if the Host is available.

2. From the Host Version list, select the version of the host, if required.
3. In the Gateway IP field, edit the IP address of the gateway.
4. In the Port field, edit the port id.
5. In the Channel field, edit the channel to access the application.
6. From the Host Date list, select the appropriate date.
7. In the Business Unit field, enter the name of the business unit.
8. In the Market Entity field, enter the name of the market entity.

2. Click the Check Host Availability link to check the host availability. The message of successful testing appears.
3. Click Save to save the changes.
   OR
   Click Cancel to cancel the transaction.
   
4. The System Configuration - Host Details - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Bank Details, Branch Details or Module tabs to view and edit the respective details if required.
5. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
   

System Configuration - Bank Details - View

Using this option System Administrator maintains the bank details. These details once defined can be viewed and edited using this transaction.

To view the bank details:

• Click on System Configuration option on the dashboard and navigate to the bank details tab. The default option is ‘View’.

Field Description

Field Name	Description
Bank Code	Displays the bank code as defined.
Bank Group Code	Displays the bank group code as defined.
Bank Name	Displays the name of the bank as defined.
Bank Short Name	Displays the short name of the bank as defined.
Address Line 1 - 3	Displays the address of the bank as defined.
Country	Displays the country of the bank.
ZIP Code	Displays the ZIP code of the bank.
Bank Currency	Displays the applicable bank currency.

• Click Edit to edit the Bank Details. The System Configuration - Bank Details screen appears in editable form.

System Configuration - Bank Details - Edit

Using this option, system administrator can edit the bank details.

To edit the bank details:

• In the System Configuration screen, click Bank Details tab. The System Configuration - Bank Details screen appears .
• In the System Configuration - Bank Details screen, click Edit. The System Configuration - Bank Details screen appears in editable form.
  OR
  Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Bank Code	Displays the bank code as defined and available for edit.
Bank Group Code	Displays the bank group code as defined and available for edit.
Bank Name	Displays the name of the bank as defined and available for edit.
Bank Short Name	Displays the short name of the bank as defined and available for edit.
Address Line 1 - 3	Displays the address of the bank as defined and available for edit.
Country	Displays the country of the bank and available for edit.
ZIP Code	Displays the ZIP code of the bank and available for edit.
Bank Currency	Displays the applicable bank currency and available for edit.

2. In the Bank Code field, edit the code of the bank.
3. In the Bank Group Code field, edit the group code of the bank.
4. In the Bank Name field, edit the name of the bank.
5. In the Bank Short Name field, edit the short name of the bank.
6. In the Address Line 1 - 3 field, edit the address of the bank if required.
7. From the Country list, select the country of the bank if required.
8. In the ZIP Code field, edit the city/ zip code of the bank if required.
9. From the Bank Currency list, select the appropriate currency.
10. Click Save to save the changes.
    OR
    Click Cancel to cancel the transaction.
    
11. The System Configuration - Bank Details - Review screen appears. Verify the details, and click Confirm.
    OR
    Click Cancel to cancel the transaction.
    OR
1. Click the Branch Details, Module or Host Details tabs to view and edit the respective details.
12. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
    

System Configuration - Branch Details

Using this option System Administrator maintains the branch details. These details once defined can be viewed and edited using this transaction.

To view the branch details:

• Click on System Configuration option on the dashboard and navigate to the branch details tab. The default option is ‘View’.

Field Description

Field Name	Description
Bank Code	Displays the unique code of the bank as defined.
Branch Code	Displays the bank branch code as defined.
Home Branch	Displays the home branch code as defined.
Local Currency	Displays the local currency as defined.
Calculation Currency	Displays the calculation currency as defined.
Domestic Region	Displays the region of bank payments as defined. The options are: India UK SEPA

• Click Edit to edit the Bank Details. The System Configuration - Branch Details screen appears in editable form.

System Configuration - Branch Details - Edit

Using this option, system administrator can edit the branch details.

To edit the branch details:

• In the System Configuration screen, click Branch Details tab. The System Configuration - Branch Details screen appears .
• In the System Configuration - Branch Details screen, click Edit. The System Configuration - Branch Details screen appears in editable form.
  OR
  Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Bank Code	Displays the unique code of the bank as defined.
Branch Code	Displays the bank branch code as defined and available for edit.
Home Branch	Displays the home branch code as defined and available for edit.
Local Currency	Displays the local currency as defined and available for edit.
Calculation Currency	Displays the calculation currency as defined and available for edit.
Region	Displays the region of bank payments as defined and available for edit. The options are: India UK SEPA

2. In the Branch Code field, edit the branch code of the bank.
3. In the Home Branch field, edit the name of the home branch of the bank.
4. From the Local Currency list, select the local currency of the bank branch.
5. From the Calculation Currency list, select the calculation currency of the bank branch.
6. From the Region list, select the appropriate region.
7. Click Save to save the changes.
   OR
   Click Cancel to cancel the transaction.
   
8. The System Configuration - Branch Details - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Branch Details, Module or Host Details tabs to view and edit the respective details.
9. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
   

System Configuration - Module - Originations -Module

Using this option, the system administrator maintains the originations module configurations. These details once defined can be viewed and edited using this transaction.

To view the originations module details:

• Click System Configuration option on the dashboard and navigate to Originations tab. The System Configuration - Module – Originations screen appears.

Field Description

Field Name	Description
Co- Applicant Registration URL	Displays the URL defined for the registration of co-applicant.
Origination Date of Birth Limit Check	Displays the option defined date of birth limit check.

• Click Edit to edit the Payments detail. The System Configuration - Originations Details screen appears in editable form.

System Configuration - Module - Originations - Edit

Using this option, system administrator can edit the originations module details.

To edit the Originations module details:

Field Description

Field Name	Description
Co- Applicant Registration URL	Displays the URL defined for the registration of co-applicant and available for edit.
Origination Date of Birth Limit Check	Displays the option defined date of birth limit check and available for edit.

2. In the Co- Applicant Registration URL field, edit the URL if required.
3. From the Origination Date of Birth Limit Check list, select the appropriate option.
4. Click Save to save the changes.
   OR
   Click Cancel to cancel the transaction.
   
5. The System Configuration - Originations - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Host Details, Bank Details, Branch Details or Module tabs to view and edit the respective details if required.
6. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
   

System Configuration - Module - Common Modules - View

Using this option, the system administrator maintains the common modules. These configurations once defined can be viewed and edited.

To view the common module details:

• In the System Configuration screen, click Module tab. The System Configuration - Modulescreen appears.
• Click the Common Modules tab. The System Configuration - Module - Common Modulesscreen appears.

Field Description

Field Name	Description
Batch Request URL	Displays the URL for the batch request.

3. Click Edit to edit the brand details. The System Configuration - Module -Common Modules screen appears in editable form.

Module - Common Modules - Edit

Using this option, system administrator can edit the common module details.

To edit the common module details:

Field Description

Field Name	Description
Batch Request URL	Displays the URL for batch request and is available for edit.

2. In the Batch Request URL field, edit the web address if required.
3. Click Save to save the changes.
   OR
   Click Cancel to cancel the transaction.
   
4. The System Configuration - Module - Common Modules - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required.
5. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.

Module - Alerts - View

Alerts are generated by the system to notify users about a particular transaction.

The system administrator defines the server name and port number from which alerts is sent to the user during setting up of System Configuration.

The other details like sender email address, receiver email address, whether authentication of the alerts is required, user name and password of the user are also configured during system configuration set up.

To view the Alerts module detail:

• In the System Configuration screen, click Module tab. The System Configuration - Modulescreen appears.
• Click the Alerts tab. The System Configuration - Module - Alertsscreen appears.

Field Description

Field Name	Description
Server Name	Displays the name of the server as specified.
Port	Displays the port ID of the server.
Sender Email Address	Displays the email address of the sender of the alerts.
Recipient Email Address	Displays the email address of recipient of the alerts.
Authentication Required	Displays the check box selected/ unselected if authentication is required.
User Name	Displays the user name of the user who receives alert.
Password	Displays the password corresponding to the user name.

3. Click Edit to edit the Alerts. The System Configuration - Alerts screen appears in editable form.

Module - Alerts - Edit

Using this option, system administrator can edit the Alerts module details.

To edit the Alerts module details:

Field Description

Field Name	Description
Server Name	Displays the name of the server and is available for edit.
Port	Displays the port ID and is available for edit.
Sender Email Address	Displays the email address of the sender of the alerts and is available for edit.
Recipient Email Address	Displays the email address of recipient of the alerts and is available for edit.
Authentication Required	Displays the check box selected/ unselected if authentication is required.
User Name	Displays the user name of the user who receives alert and is available for edit.
Password	Displays the password corresponding to the user name.
Send Test Email	Click to receive the test email on the specified email ID.

2. In the Server Name field, edit the name of the server, if required.
3. In the Port field, edit the port id, if required.
4. In the Sender Email Address field, edit the email address of the sender, if required.
5. Select the check box, if authentication is required.
6. In the User Name and Password field, enter the user name and password.
7. Click Save to save the changes.
   OR
   Click Cancel to cancel the transaction.
   
8. The System Configuration - Module - Alerts - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Branch Details, Module or Host Details tabs to view and edit the respective details.
9. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
   

Home

Copyright Information

View Table of Contents