7. Instructions

Oracle FLEXCUBE allows its users to convey important information to the end user either by displaying it on the dashboard, emailing or sending an SMS. You can provide different messages to different users of the same account.

Consider the following example.

Ms. Cathy’s loan payment is overdue for the past six months. Mr Thomas from the Loans department maintains an instruction for all Bank users to utilize the credits of Ms. Cathy’s account towards the loan repayment. He also maintains a message for Cathy reminding about the missed loan payment.

This chapter contains the following sections:

7.1 Instructions in Oracle FLEXCUBE

Oracle FLEXCUBE facilitates to display instructions to the bank users and the customers simultaneously. You can capture multiple instructions under one ‘Memo ID’ and can access these instructions.

7.2 Maintain Instructions

This section contains the following topics:

7.2.1 Maintaining Instructions

You can maintain instructions using the ‘Instructions Maintenance’ screen. To invoke this screen, type ‘CSDINSTR’ in the field at the top right corner of the Application tool bar and click the adjoining arrow button.

You need to specify the following information:

Customer/Account No

Specify the Customer/Account No of the account for which the instructions needs to be maintained.

Memo ID

The system generates and displays the Memo ID. It is a unique identifier for the customer account.

Branch Code

The system displays the branch code of the account.

Category

The system displays the category based on the selection of Customer/Account No.

Description

The system displays the Description. It contains either the customer name or the account name.

Instructions Details

Instruction ID

Specify a unique identifier for the instruction.

Display Type

Select the display type of the memo. The drop-down list displays the following options:

User Message

Specify the message to be displayed after pressing the F6 key.

Instruction Date

Specify the date on which the instruction is generated.

Instruction Expiry Date

Specify the expiry date of the instruction.

Show to Customer

Check the box to display the message to the end users.

Customer Message

Specify the message to be displayed to the end customers at FCBD portal. This message is displayed to the end users only when ‘Show to Customer’ checkbox is selected.

Language

Select the language. The system displays the memo in this language.

Channel

Select the mode of channel. The drop-down displays the following options:

7.2.2 Viewing Customer Instructions

You can view the instruction details mapped to all memo IDs of the corresponding customer through ‘Customer Instructions View’ screen. On any screen of Oracle FLEXCUBE, place the cursor in either ‘Customer Number’ or ‘Customer Account Number’ field and press the F6 key. The system will invoke the ‘Customer instruction view’ screen.

You can search for the instruction details mapped to all memo IDs based on either one or more of the following parameters:

Once you have specified the search parameters, click ‘Search’ button. The system will display the following information:

7.2.3 Viewing Instructions Summary

You can view a summary of all instructions using the ‘Instructions Summary’ screen. To invoke this screen, type ‘CSSINSTR’ in the field at the top right corner of the Application tool bar and click the adjoining arrow button.

You can search for the instructions based on either one or more of the following parameters:

Once you have specified the search parameters, click ‘Search’ button. The system will display the following information: