Contents

1. Preface

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Documentation Accessibility
  • 1.4 Organization
  • 1.5 Related Documents
  • 1.6 Glossary of Icons

    • 2. Interactions in Oracle FLEXCUBE

  • 2.1 Preferences for Interactions
  • 2.1.1 Setting Preferences for Interactions
  • 2.1.2 Conversation Preferences Tab
  • 2.1.3 Spend Analysis Preferences Tab
  • 2.1.4 .Viewing Preferences for Interactions

    • 3. Alerts

  • 3.1 Alert Selection Criteria
  • 3.1.1 Defining Alert Selection Criteria
  • 3.1.2 Viewing Alert Criteria Definition Summary
  • 3.2 Alerts
  • 3.2.1 Defining Alerts
  • 3.2.2 Preferences Tab
  • 3.2.3 Target Tab
  • 3.2.4 Message Tab
  • 3.2.5 Viewing Alert Definition Summary
  • 3.2.6 Viewing Alert Dashboard

    • 4. Spend Analysis

  • 4.1 Spend Analysis
  • 4.1.1 Spend Analysis in Oracle FLEXCUBE
  • 4.1.2 Classification of Entries
  • 4.1.3 Classification of Reversal Entries
  • 4.2 Spend Class by a Bank User
  • 4.2.1 Maintaining Spend Class by a Bank User
  • 4.2.2 Viewing Class Code Summary
  • 4.3 Spend Classes for Channel User
  • 4.3.1 Maintaining Spend Classes for Channel User
  • 4.3.2 Viewing Spend Class Summary
  • 4.4 Spend Rules
  • 4.4.1 Defining Spend Rules
  • 4.4.2 Creating Conditions with Expressions
  • 4.4.3 Viewing Customer Spend Analysis Details
  • 4.4.4 Reclassification of Spend Classes
  • 4.4.5 Deletion of Spend Class
  • 4.4.6 Deletion of Sub Class Code
  • 4.4.7 Splitting a Transaction

    • 5. Customer Interactions

  • 5.1 Interactions in Oracle FLEXCUBE
  • 5.2 Create Interactions
  • 5.2.1 Creating Interactions
  • 5.2.2 Uploading Documents
  • 5.2.3 Viewing Interaction Summary
  • 5.2.4 Viewing Interactions on User Dashboard

    • 6. Reminders

  • 6.1 Reminders in Oracle FLEXCUBE
  • 6.2 Create Reminders
  • 6.2.1 Creating Reminders
  • 6.2.2 Viewing Reminders on User Dashboard
  • 6.2.3 Viewing Reminders Summary

    • 7. Instructions

  • 7.1 Instructions in Oracle FLEXCUBE
  • 7.2 Maintain Instructions
  • 7.2.1 Maintaining Instructions
  • 7.2.2 Viewing Customer Instructions
  • 7.2.3 Viewing Instructions Summary

    • 8. Function ID Glossary