1. Preface

1.1 Introduction

This manual is designed to explain the Interactions (IT) module of Oracle FLEXCUBE. It provides an overview to the module, and provides information on using the Interaction module of Oracle FLEXCUBE.

You can further obtain information specific to a particular field by placing the cursor on the relevant field and striking <F1> on the keyboard.

1.2 Audience

This manual is intended for the following User/User Roles:

Role

Function

Back office managers/officers

Authorization functions

Product Managers

Product definition and authorization

End of day operators

Processing during end of day/ beginning of day

Financial Controller/Product Managers

Generation of reports

1.3 Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

1.4 Organization

This manual is organized into the following chapters:

Chapter

Description

Chapter 1

About this Manual gives information on the intended audience. It also lists the various chapters covered in this User Manual

Chapter 2

Interactions in Oracle FLEXCUBE help the customers track the informa­tion related to their accounts. They also help the bank users identify the tasks that require their attention.

Chapter 3

Alerts give critical information on their accounts or transactions to help them take appropriate actions. The bank staff may also require certain information on the customer accounts and transactions.

Chapter 4

Spend Analysis tracks the Debit transactions of a customer. By tracking the debit transaction of an account the customer can manage all the debit transactions in a more effective way.

Chapter 5

Interactions help capturing the interactions with the customers. This helps you to track and address the request of the customers.

Chapter 6

Reminders describes the methods to create, view and track reminders about important activities that require attention for the bank staff and the customers.

Chapter 7

Instructions convey important information to the end user by displaying it on the dashboard, emailing or sending an SMS.

Chapter 8

Function ID Glossary has alphabetical listing of Function/Screen ID's used in the module with page references for quick navigation.

1.5 Related Documents

1.6 Glossary of Icons

This User Manual may refer to all or some of the following icons:

Icons

Function

 

Exit

 

Add row

 

Delete row

 

Option List