SYSTEM CONFIGURATION - OBP Base and US LZN

System configuration is an administrative maintenance to define the details required to set up the system.

Post successful installation of OBDX, the system administrator will have an option to define if the bank has multi entity setup enabled and whether data sharing is allowed between entities

Currently, the system supports only data sharing enabled and does not support data sharing as disabled

If multi entity is enabled, then the system administrator can create new entities along with definition of details. Once the entities are created, administrator can define system configuration details for each of the entities.

Following are the components that can be defined as part of system configuration.

As part of module details, the set of modules listed will be based on the host system selected.

Features supported in application

System Configuration allows the System AdministratorClosedAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to:

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Administrator Dashboard > Configuration > System Configuration

System Configuration – Entity Definition

To set-up the system configuration:

System Configuration - Entity Setup

Field Name

Description

Does your set up has Multi Entity?

Option to decide whether the setup has multi entity or not.

Entity Id

Current entity id defined as part of the setup

Entity Name

Current entity name defined as part of the setup.

System Configuration - Multi Entity Setup

Field Name

Description

Does your set up has Multi Entity?

Option to select whether the setup has multi entity enabled or not.

Does your setup has data sharing

Option to select whether the setup has data sharing enabled between entities.

Entity Id

Unique Identification mapped to the default Entity.

Entity Name

Name of the default entity.

Time Zone

Time zone of the default entity.
  1. In the Does your setup has data sharing field, select an appropriate option for data sharing between entities. Currently the system only supports an option of data sharing between entities as ‘Yes'.
  2. Click Edit to edit the details of the default entity if required.

    OR

    Select an appropriate Time zone from the list for the default entity.

  3. Click Add Entity create a new entity. An additional row/section to enter the new entity details i.e. Entity ID, Entity Name and Time zone appears.

Field Name

Description

Does your set up has Multi Entity?

Option to select whether the setup has multi entity enabled or not.

Does your setup has data sharing

Option to select whether the setup has data sharing enabled between entities.

Entity Id

Enter the unique ID of the new entity being created

Entity Name

Enter the name of the new entity being created.

Time Zone

Select the Time zone from the list for the new entity being created.
  1. In the Entity Id field, enter the entity id for the new entity being created.
  2. In the Entity Name field, enter the entity name for the new entity being created.
  3. From the Time Zone list, select the appropriate time zone for the new entity being created.
  4. Click Saveto save the entity details.

  5. Click Edit to edit the already added entity details.

    OR

    Click Delete to delete the entity details.

  6. Click Continue. The System Configuration Setup details screen appear.
    OR
    Click Add Entity to add more entities.

Field Name

Description

Entities Name

Name of the entities added to the setup.

Select Host

Select the host system for the channel banking platform.

Web Server Host

Enter the address of 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

System Configuration – Host Details

Field Name

Description

Host Name

The host system for the channel banking platform as selected in the previous step 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 number for the host system.

Channel

Specify the channel as IBClosedInternet Banking 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.

System Configuration – Bank Details

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 details 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.

System Configuration – Branch Details

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 
  1. In the Bank Code field, enter the code of the bank.
  2. In the Branch Code field, enter the code of the bank branch.
  3. In the Home Branch field, enter the code 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.
  6. From the Region list, select the appropriate region.
  7. Click Next. The System Configuration – Dynamic Module - Brand screen appears.
    OR
    Click Previous to go to the previous screen.
    OR
    Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Brand

Field Name

Description

Content Publisher URL

Specify the URL of the content publisher.

Content Server URL

Specify the URL of the content server.
  1. In the Content Publisher URL field, enter the URL of content publisher.
  2. In the Content Server URL field, enter the URL of content server .
  3. Click Next. The System Configuration – Other Module screen appears.
    OR
    Click Previous to go to the previous screen.
    OR
    Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Other Module

Field Name

Description

Application Server Host

Enter the address details of the application server host.

Application Server Port

Enter the application server port number

Host IP

Specify the Host IP of the selected host system.

Port

Specify the port for the host system.

Channel

Specify the channel as ‘IB’ to access the application.

Host Date

Enter the posting date of the host system.

Identification Types

Select the identification type whether it is from local or remote.

Date Default

Specify the default date for the system.

Application Server Port

Enter the application server port number

Web Server Host

Enter the address of web server host.

Supported Auth Type

Enter the authorization type supported by the application.

Service Request Daterange

Enter the date range for service request.

Service Request Turnaround Time

Enter the turnaround time for service request.

Service Request User Date range

Enter the date range that is applicable to the users for service requests.

Supported Soft Token

Enter the supported soft token type. Can be one of the following for a OBDX installation.

Allowed values (Soft token mobile app also has to be built with same property) –

  • T_SOFT_TOKEN – Time-based One-Time Password algorithm (TOTP) is an algorithm that computes a one-time password from a shared secret key and the current time.
  • R_SOFT_TOKEN - HMAC-based One-time Password algorithm (HOTP) is an algorithm that computes a one-time password from a shared secret key and a counter (Random value generated for a transaction).

TD Pool Code

Specify the pool code for TDClosedTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period. account type.

Host WSDL Version

Enter the host WSDL version number.

Administrator Supported Auth Type

Enter the authorization type supported by the application for administrator users.

Corporate User Supported Auth Type

Enter the authorization type supported by the application for corporate users.

Retail User Supported Auth Type

Enter the authorization type supported by the application for retail users.

Anonymous Security Policy

Specify the security policy that is applicable for anonymous users i.e. users not logged in.

Anonymous Security Key Name

Specify the security key name for anonymous users.

Limits Effective from Same Day (Y/N)

Specify if limits are effective from the same day or next day.

Bank Code

Enter the unique identification code for the bank.

Host Name

Enter the host system for the channel banking platform.

Branch Code

Enter the bank branch code.

Currency Support In Approval Rules

Specify if currency as a parameter is supported in approval rules.

Region

Select the region of bank payments.

The options are:

  • India
  • UK
  • SEPA 

Flag to enable SSL

Specify if the flag for SSL needs to be enabled.

Anonymous Security Policy

Specify the security policy that is applicable for anonymous users i.e. users not logged in.

Anonymous Security Key Name

Specify the security key name for anonymous users.

IDCS Host IP

Specify the Host IP of the IDCS host system.

IDCS Host Port

Specify the port for the IDCS host system.

IDCS OBDX Client Id

Specify the IDCS OBDX client unique identification number.

IDCS OBDX Client Secret

Specify the IDCS OBDX client secret number.

IDCS Connection Scheme

Specify the IDCS connection scheme.

IPM Host password

Specify the host password for the IPMClosedImaging And Process Management host system.

IPM Host IP address

Specify the IP address for the IPM host system.

IPM Host application name

Enter the IPM host application name.

IPM Host port

Enter the IPM host port.

IPM Host username

Specify the IPM host username.

Note: The fields appearing in the System Configuration – Dynamic Module – Other Module tab depends on the settings done at the back end and is dynamic in nature.

  2. Enter the relevant details in the Dynamic Module - other module tab.
  3. Click Next. The System Configuration – Dynamic Module – Originations screen appears.
    OR
    Click Previous to go to the previous screen.
    OR
    Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Originations

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.

Savings Second Body Header Function

Specify the host system code for savings account initiation stage.

Personal Loan Location

Specify the default location for personal loan account.

Personal Loan Process Code

Specify the host system process code for personal loan.

Personal Loan Product Code

Specify the host system product code for personal loan.

Preferred Mode of Offer Document Delivery

Specify the preferred mode of delivery for the documents.

Savings Account Class

Specify the host system account class for savings account.

Savings App State

Specify the host system code for savings account application state.

Savings App Status

Specify the host system code for savings account application status.

Savings Application Category

Specify the savings account application category.

Savings First Body Header Additional Name

Specify the name for additional parameter for savings account.

Savings First Body Header Additional Value

Specify the value for additional parameter for savings account.

Savings First Body Header Function

Specify the host system stage code for savings account.

Savings Header Function

Specify the host system code for savings account initiation stage.

Savings Header Module

Specify the identifier of the module for savings account.

Savings Location

Specify the default location for savings account.

Savings Second Body Header Additional Values

Specify the value for additional parameter for savings account.

Savings Second Body Header Additional Name

Specify the name for additional parameter for savings account.

Default Employer

Specify the value of default employer.

Savings Process Code

Specify the host system process code for savings account.

Auto Loan Account Class

Specify the host system account class for auto loans.

Auto Loan Application Category

Specify the auto loan application category.

Auto Loan First Body Header Action

Specify the host system code to start new auto loan application.

Auto Loan First Body Header Additional Value

Specify the value for additional parameter for auto loan.

Auto Loan First Body Header Additional Name

Specify the name for additional parameter for auto loan.

Auto Loan First Body Header Function

Specify the host system stage code for auto loans.

Auto Loan Header Function

Specify the host system stage code for auto loan.

Auto Loan Header Module

Specify the identifier of module for auto loan account.

Auto Loan Location

Specify the default location for auto loan account.

Auto Loan Process Code

Specify the host system process code for auto loans.

Auto Loan Product Code

Specify the host system product code for auto loans.

CASA Bundle Id

Specify the bundle Id for current and savings account.

Current Account Class

Specify the host system account class for current account.

Current Application Category

Specify the host system application category for current account.

Current First Body Header Additional Name

Specify the name of the additional parameter for current account.

Current First Body Header Additional Value

Specify the value of the additional parameter for current account.

Current First Body Header Function

Specify the host system code for current account initiation stage.

Current Header Function

Specify the host system code for current account initiation stage.

Current Header Module

Specify the module identifier for current account.

Current Location

Specify the default location for current loan account.

Current Process Code

Specify the host system process code for current account.

Current Second Body Header Action

Specify the identifier to indicate modification of current account application.

Current Second Body Header Additional Name

Specify the name of the additional parameter for current account.

Current Second Body Header Additional Value

Specify the value of the additional parameter for current account.

Current Second Body Header Function

Specify the host system code for current account initiation stage.

Personal Loan Account Class

Specify the host system account class for personal loan.

Personal Loan Application Category

Specify the host system application category for personal loan.

Personal Loan First Body Header Additional Value

Specify the value of the additional parameter for personal loan account.

Personal Loan First Body Header Additional Name

Specify the name of the additional parameter for personal loan account.

Personal Loan First body Header Function

Specify the host system stage code for auto loans.

Personal Loan Header Function

Specify the host system code for personal loan initiation stage.

Personal Loan Header Module

Specify the module identifier for personal loan account.

Auto Loan Process Code

Specify the host system process code for auto loan.

Note: The fields appearing in the System Configuration – Dynamic Module – Origination tab depends on the settings done at the back end and is dynamic in nature.

  2. Enter the relevant details in the Dynamic Module - Origination tab.

System Configuration – Dynamic Module - Common

Field Name

Description

Batch Request URL

Specify the URL for batch request processing.
  1. Enter the Batch Request URL.
  2. Click Save.
    OR
    Click Previous to go to the previous screen.
    OR
    Click Cancel to cancel the transaction.
  3. The success message of saving the system configuration appears along with the status.
    Click OK to complete the process.

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

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

  • The System Administrator logs in to the application using valid login credentials.
    The System Configuration screen with multiple entities if defined appears in the editable form.
  • Select the desired entity for which you wish to edit the details.

    • To edit the basic details:

    1. The System Administrator logins in to the application using valid login credentials.
      The System Configuration screen with multi entities appears in the editable form.

    Note: Edit of entity details is the same as covered in the above section for UBS as the host system.

    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.

    System Configuration - Host Details - View and Edit

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

    To view and edit the host details:

    Field Name

    Description

    Host Name

    Displays the host name of the channel banking platform.

    This field is not editable.

    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 number of the host system and available for edit.

    Channel

    Displays the channel as IB to access the application.

    Host Date

    Displays the date of the host set up and available for edit.

    Business Unit

    Displays the business unit name as defined and available for edit.

    Check Host Availability

    Click to check if the Host is available for the new details input as part of edit.
    1. From the Host Version list, select the version of the host, if required.
    2. In the Gateway IP field, edit the gateway IP address of the host.
    3. In the Port field, edit the port number of the server.
    4. In the Channel field, edit the channel to access the application.
    5. From the Host Date list, select an appropriate date.
    6. In the Business Unit field, enter the name of the business unit.
    7. Click the Check Host Availability link to check the host availability. The message of successful testing appears.
    8. Click Save to save the changes.

      OR

      Click Cancel to cancel the transaction.

    9. 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.
    10. 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 and Edit

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

    To view and edit the bank details:

    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.

    Bank Currency

    Displays the applicable bank currency and available for edit.
    1. In the Bank Code field, edit the code of the bank.
    2. In the Bank Group Code field, edit the group code of the bank.
    3. In the Bank Name field, edit the name of the bank.
    4. In the Bank Short Name field, edit the short name of the bank.
    5. In the Address Line 1 - 3 field, edit the address of the bank if required.
    6. From the Country list, select the country of the bank if required.
    7. In the City and ZIP Code field, edit the city/ zip code of the bank if required.
    8. From the Bank Currency list, edit the currency of the bank if required.
    9. Click Save to save the changes.

      OR

      Click Cancel to cancel the transaction.

    10. The System Configuration - Bank Details - Review screen appears. Verify the details, and click Confirm.

      OR

      Click Cancel to cancel the transaction.

      OR
    12. Click the Branch Details, Module or Host Details tabs to view and edit the respective details.
    13. 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 - View and Edit

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

    To view and edit the branch details:

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

    • 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 
    1. In the Bank Code field, edit the code of the bank.
    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 if required.
    9. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.

    System Configuration – Dynamic Module

    The dynamic modules corresponding to the selected host required to run the application are defined and configured by system administrator

    The modules are included depending on the type of host selected.

    System Configuration - Dynamic Module – BRAND - View and Edit

    Using this option, the system administrator maintains the BRAND configurations. These details once defined can be viewed and edited if required

    To view and edit the Dynamic Module – BRAND details:

    Field Name

    Description

    Content Publisher URL

    Specify the URL of the content publisher.

    Content Server URL

    Specify the URL of the content server.
    2. In the Content Publisher URL field, edit the web address if required.
    3. In the Content Server URL field, edit the web address if required.
    5. Click Save to save the changes.

      OR

      Click Cancel to cancel the transaction.

    6. The System Configuration - Dynamic Module – BRAND - 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.
    7. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.

    System Configuration – Dynamic Module – Other Module - View and Edit

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

    To view and edit the Dynamic Module – Other Module details:

    Field Name

    Description

    Channel

    Displays the channel as ‘IB’ to access the application and available for edit.

    Application Server Host

    Displays the address of the application server host and available for edit.

    Web Server Host

    Displays the address of web server host and available for edit.

    Service Request Turnaround Time

    Displays the turnaround time for service request and available for edit.

    Branch Code

    Displays the bank branch code and available for edit.

    Administrator Supported Auth Type

    Displays the authorization type supported by the application for administrator users and available for edit.

    Port

    Displays the port for the host system and available for edit.

    Currency Support In Approval Rules

    Displays if currency as a parameter is supported in approval rules and available for edit.

    Identification Types

    Displays the identification type whether it is from local or remote and available for edit.

    Host WSDL Version

    Displays the host WSDL version number of the application and available for edit.

    Limits Effective from Same Day (Y/N)

    Display whether the limits are effective from the same day or next day and available for edit.

    Host Date

    Displays the Host date of the selected host system and available for edit.

    Service Request Date range

    Displays the date range for service request and available for edit.

    Application Server Port

    Displays the application server port number and available for edit.

    TD Pool Code

    Displays the pool code for TD account type and available for edit.

    Supported Auth Type

    Displays the authorization type supported by the application and available for edit.

    Host IP

    Displays the Host IP of the selected host system and available for edit.

    Service Request User Date range

    Displays the date range that is applicable to the users for service requests and available for edit.

    Anonymous Security Key Name

    Displays the security key name and available for edit.

    Supported Soft Token

    Displays the supported soft token type and available for edit.

    Host Name

    Displays the host system for the channel banking platform and available for edit.

    Application Server Port

    Displays the application server port number and available for edit.

    Retail User Supported Auth Type

    Displays the authorization type supported by the application for retail users and available for edit.

    Bank Code

    Displays the unique code to identify the bank and available for edit.

    Corporate User Supported Auth Type

    Displays the authorization type supported by the application for corporate users and available for edit.

    Date Default

    Displays the default date for the system and available for edit.

    Application Server Host

    Displays the address of the application server host and available for edit.

    Flag to enable SSL

    Displays the flag to enable SSL and available for edit.

    Anonymous Security Policy

    Displays the security policy for anonymous user and available for edit.

    Note: The fields appearing in the System Configuration – Dynamic Module – Other Module tab depends on the settings done at the back end and is dynamic in nature.

    System Configuration - Dynamic Module - Origination - View and Edit

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

    To view and edit the origination module details:

    Field Name

    Description

    Branch

    Displays the bank branch code and available for edit.

    Savings second body header additional value

    Displays the value of the additional parameter for savings account and available for edit.

    Personal Loan Header Module

    Displays the module identifier for personal loan account and available for edit.

    Auto loan application category

    Displays the auto loan application category and available for edit.

    Personal loan application category

    Displays the personal loan application category and available for edit.

    Current first body header Action

    Displays host system code to start current account application and available for edit.

    Personal loan header module

    Displays the module identifier for personal loan account and available for edit.

    Current second body header additional name

    Displays the name of the additional parameter for current account and available for edit.

    Current second body header additional value

    Displays the value of the additional parameter for current account and available for edit.

    Current location

    Displays the default location for current account and available for edit.

    Savings first body header additional value

    Displays the value of the additional parameter for savings account and available for edit.

    Savings header action

    Displays the savings account header action and available for edit.

    Savings Header Module

    Displays the identifier of the module for savings account and available for edit.

    Auto Loan location

    Displays the default location for auto loan account and available for edit.

    Personal loan first body header function

    Displays the host system stage code for personal loans and available for edit.

    Current second body header function

    Displays host system code for current account initiation stage and available for edit.

    Personal Loan Process Code

    Displays the host system process code for personal loan and available for edit.

    Savings Application Category

    Displays the savings account application category and available for edit.

    Savings First Body Header action

    Displays the host system code to start new savings account application and available for edit.

    Savings App State

    Displays the host system code for savings account application state and available for edit.

    Savings first body header function

    Displays the host system stage code for savings account and available for edit.

    Current process code

    Displays the host system process code for current account and available for edit.

    Personal Loan First Body Header Action

    Displays the host system code to start new personal loan application and available for edit.

    Savings account type

    Displays the savings account type and available for edit.

    Personal loan product code

    Displays the personal loan product code and available for edit.

    Checking Application Category

    Displays the checking account application category and available for edit.

    Auto Loan First Body Header Additional Value

    Displays the value for additional parameter for auto loan and available for edit.

    Personal loan account class

    Displays the personal loan account class and available for edit.

    Origination Date of Birth Limit Check

    Displays the option for validating the date of birth limit i.e. Local / Remote and available for edit.

    Current First Body Header Additional Name

    Displays the name of the additional parameter for current account and available for edit.

    Auto Loan Product Code

    Displays the host system product code for auto loans and available for edit.

    Savings application Category

    Displays the savings account application category and available for edit.

    UBS Component

    Displays the UBS component and available for edit.

    Savings second body header additional name

    Displays the name of the additional parameter and available for edit.

    Auto loan process code

    Displays the host system process code and available for edit.

    Savings second body header function

    Displays the host system code for savings account initiation stage and available for edit.

    Current application category

    Displays the current account application category and available for edit.

    Current Application State

    Displays the host system code for current account application state and available for edit.

    Current first body header function

    Displays the current account first body header function and available for edit.

    Auto Loan process name

    Displays the process name for auto loans and available for edit.

    Savings Account Class

    Displays the host system account class for savings account and available for edit.

    Current Header operation

    Displays the identifier of operation for current account and available for edit.

    Savings Header Function

    Displays the host system code for savings account initiation stage and available for edit.

    User Id

    Displays the user id of the user and available for edit.

    Auto loan first body header function

    Displays the auto loan account first body header function and available for edit.

    Savings first body header additional name

    Displays the savings account first body header additional name and available for edit.

    Personal loan first body header additional value

    Displays the personal loan account first body header additional value and available for edit.

    Current first body header additional value

    Displays the current account first body header additional value and available for edit.

    Personal loan process name

    Displays the personal loan process name and available for edit.

    Savings Header operation

    Displays the host system operation for savings account application and available for edit.

    Current app status

    Displays the current application status and available for edit.

    Savings first body header operation

    Displays the savings account first body header operation and available for edit.

    Auto Loan Header Function

    Displays the host system stage code for auto loan and available for edit.

    Auto loan first body header action

    Displays the auto loan account first body header action and available for edit.

    Current process name

    Displays the current process name and available for edit.

    Savings second body header action

    Displays the savings account second body header function and available for edit.

    Current second body header action

    Displays the current account second body header function and available for edit.

    Auto loan header module

    Displays the auto loan account header module and available for edit.

    Auto loan first body header additional name

    Displays the auto loan account first body header additional name and available for edit.

    Co- Applicant Registration URL

    Displays the URL for registration of the co-applicant and available for edit.

    Origination source

    Displays the origination source and available for edit and available for edit.

    Auto loan account class

    Displays the auto loan account class and available for edit.

    Personal loan header function

    Displays the personal loan account header function and available for edit.

    Personal Loan Header Operation

    Displays the host system operation for personal loans and available for edit.

    Savings location

    Displays the savings location and available for edit.

    Savings process code

    Displays the savings account process code and available for edit.

    Current Account Class

    Displays the host system account class for current account and available for edit.

    Savings app status

    Displays the savings application status and available for edit.

    Destination

    Displays the origination destination and available for edit.

    Personal Loan First Body Header Additional Name

    Specify the value of the additional parameter for personal loan account.

    Personal Loan Application Category

    Displays the personal loan account application category and available for edit.

    Personal loan location

    Displays the default location for personal loan account and available for edit.

    Savings process name

    Displays the savings process name and available for edit.

    Origination Service

    Displays the origination service and available for edit.

    Personal loan header action

    Displays the personal loan header action and available for edit.

    Auto Mobile Application Category

    Displays the host system application category for auto mobile loan account and available for edit.

    Note: The fields appearing in the System Configuration – Dynamic Module – Originations tab depends on the settings done at the back end and is dynamic in nature.

    1. Edit the required Origination module details.
    2. Click Save to save the changes.

      OR

      Click Cancel to cancel the transaction.

    3. The System Configuration - Dynamic Module – Origination - 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.
    4. 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 - View and Edit

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

    To view and edit the system configuration - dynamic module - common details:

    Field Name

    Description

    Batch Request URL

    Displays the URL for the batch request and is available for edit.
    1. In the Batch Request URL field, edit the web address if required.
    2. Click Save to save the changes.

      OR

      Click Cancel to cancel the transaction.

    3. The System Configuration - Dynamic Module – Common - 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.
    4. The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
    5.  

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