SYSTEM CONFIGURATION - UBS
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 Administrator
Administrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to:
- Define System Configuration
- View System Configuration
- Edit System Configuration
How to reach here:
Administrator Dashboard > Configuration >System Configuration
System Configuration – Entity Definition
To set-up the system configuration:
- The Administrator logs into the application using valid login credentials.
The System Configuration screen to configure multi entity set up appears.
System Configuration - Entity Setup
Field Description
|
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. |
- In the Does your set up has Multi Entity? field, select Yes to configure if the bank has multi entity implementation applicable.
OR
Select if the bank does not have multi entity setup applicable. - Click . The System Configuration - Multi Entity Setup details screen appear.
System Configuration - Multi Entity Setup
Field Description
|
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. |
- 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'.
- Click
to edit the details of the default entity if required.
OR
Select an appropriate Time zone from the list for the default entity. - 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 Description
|
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. |
- In the Entity Id field, enter the entity id for the new entity being created.
- In the Entity Name field, enter the entity name for the new entity being created.
- From the Time Zone list, select the appropriate time zone for the new entity being created.
- Click
to save the entity details. - Click to edit the already added entity details.
OR
Click
to delete the entity details. - Click . The System Configuration Setup details screen appear.
OR
Click Add Entity to add more entities.
Field Description
|
Field Name |
Description |
|---|---|
|
Entity Name |
Name of the entities added to the setup. |
|
Select Host |
You need to 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 |
- Select the Host System as UBS and start the UBS configuration.
- 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.
- In the Application Server Port field, enter the port number of the application server.
- Click . The System Configuration – Host Details screen appears.
OR
Click to cancel the setup process.
System Configuration – Host Details
Field Description
|
Field Name |
Description |
|---|---|
|
Host Name |
The host system as selected for the channel banking platform is displayed. |
|
Host Version |
Select the version number of the host system. |
|
Gateway IP |
Enter the Gateway IP of the selected host system. |
|
Port |
Enter the port number for the host system. |
|
Channel |
Specify the channel as ‘IB |
|
Business Unit |
Specify the business unit. |
|
Market Entity |
Specify the market entity. |
- From the Host Version list, select the version of the host.
- In the Gateway IP field, enter the gateway IP address of the host system.
- In the Port field, enter the port number.
- In the Channel field, enter the channel as ‘IB’ to access the application.
- In the Host Date field, enter the posting date of the selected host system
- In the Business Unit field, enter the business unit name.
- In the Market Entity field, enter the market entity.
- Click the Check Host Availability link to check the host availability. The message of successful testing appears if the connection is established on the specified details.
- Click . The System Configuration – Bank Details screen appears.
OR
Click to go to the previous screen.
OR
Click 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. |
|
Allowed Account Types |
Select the allowed account types applicable for the bank. The options can be:
|
|
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.
- Select the Allowed Account Types check box. You can select Conventional / Islamic / Both.
- Click . The System Configuration – Branch Details screen appears.
OR
Click to go to the previous screen.
OR
Click 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 branch code. |
|
Home Branch |
Specify the home branch for the bank. |
|
Local Currency |
Select the local currency applicable for the branch. |
|
Calculation Currency |
Select the calculation currency applicable. |
|
Region |
Select the region of bank payments. The options are:
|
- In the Bank Code field, enter the code of the bank.
- In the Branch Code field, enter the code of the bank branch.
- In the Home Branch field, enter the code of the home branch of the bank.
- From the Local Currency list, select the local currency of the bank branch.
- From the Calculation Currency list, select the calculation currency.
- From the Region list, select the appropriate region for payments.
- Click . The System Configuration – Currency Payments screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – CurrencyA generally accepted form of money, including coins and paper notes, which is issued by a government and circulated with in an economy. Payments
Field Description
|
Field Name |
Description |
|---|---|
|
International Fund Transfer |
Specify the currencies that are applicable for international fund transfer transactions. |
|
International Fund Transfer Later |
Specify the currencies that are applicable for international fund transfer transactions that will be paid at a later date. |
|
International Draft |
Specify the currencies that are applicable for international draft transactions. |
- For the International Fund Transfer list, select the required currency.
- For the International Fund Transfer Later list, select the required currency.
- For the International Draft list, select the required currency.
- Click . The System Configuration – Dynamic Module – SMTP screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module – SMTP
Field Description
|
Field Name |
Description |
|---|---|
|
Server Name |
Enter the address of the mail server. |
|
Port |
Enter the port number |
|
Sender Email Address |
Enter the email address of the sender. |
|
Recipient Email Address |
Enter the email address of the recipient. |
|
Username |
Enter the user name. |
|
Password |
Enter the password. |
|
Authentication Required |
Select the check box, if authentication is required. |
- In the Server Name field, enter the address of the mail server.
- In the Port field, enter the port number.
- In the Sender Email Address, enter the email address of the sender.
- In the Recipient Email Address, enter the email address of the recipient.
- In the Username, enter user name.
- In the Password field, enter the password.
- Click . The System Configuration – Dynamic Module – BRAND screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module - BRAND
Field Description
|
Field Name |
Description |
|---|---|
|
Content Publisher URL |
Specify the URL of the content publisher. |
- In the Content Publisher URL field, enter the URL of content publisher.
- Click . The System Configuration – Dynamic Module – Payments screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module – Payments
Field Description
|
Field Name |
Description |
|---|---|
|
Domestic Fund Transfer-SI- NEFT (Code) |
Enter the product code for domestic fund transfer with standing instructions and network type NEFT. |
|
Domestic Fund Transfer- RTGS - SI (Category) |
Enter the product category for domestic fund transfer with standing instructions and network type as RTGS. |
|
Claim Payment URL |
Enter the claim payment URL for the beneficiary to claim money transferred by the initiator. |
|
Domestic Fund Transfer- RTGS - SI (Code) |
Enter the product code for domestic fund transfer with standing instructions and network type as RTGS. |
|
External Payment Redirection URL |
Enter the URL for the external payments. |
|
Internal Fund Transfer - SI (Category) |
Enter the product category for internal transfer with standing instructions. |
|
Internal Fund Transfer - SI (Code) |
Enter the product code for internal transfer with standing instructions. |
|
Self Fund Transfer - SI (Category) |
Enter the product category for self fund transfer with standing instructions. |
|
Self Fund Transfer - SI(Code) |
Enter the product code for self fund transfer with standing instructions. |
|
SEPA Credit Payment - SI (Category) |
Enter the product category for SEPA credit payments with standing instructions. |
|
SEPA Credit Payment - SI (Code) |
Enter the product code for SEPA credit payments with standing instructions. |
|
SEPA Direct Debit Payments -SI (Category) |
Enter the product category for SEPA direct debit payments with standing instructions. |
|
SEPA Direct Debit Payments - SI (Code) |
Enter the product code for SEPA direct debit payments with standing instructions. |
|
Domestic Fund Transfer-SI- NEFT (Category) |
Enter the product category for domestic fund transfer with standing instructions and network type as NEFT. |
|
Max Multiple Payment Limit for Corporate Users |
Enter the maximum number of bill payments that a corporate user can initiate in one go. |
|
Max Multiple Transfer Limit for Corporate Users |
Enter the maximum number of fund transfer that a corporate user can initiate in one go. |
|
Max Multiple Payment Limit for Retail Users |
Enter the maximum number of bill payments that a retail user can initiate in one go. |
|
Max Multiple Transfer Limit for Retail Users |
Enter the maximum number of fund transfer that a retail user can initiate in one go. |
|
Bill Payment (Category) |
Enter the product category for bill payments. |
|
Bill Payment (Code) |
Enter the product code for bill payments. |
|
Domestic Fund Transfer (Category) |
Enter the product category for domestic fund transfer. |
|
Domestic Fund Transfer (Code) |
Enter the product code for domestic fund transfer. |
|
Domestic Fund Transfer NEFT (Category) |
Enter the product category for domestic fund transfer with network type as NEFT. |
|
Domestic Fund Transfer NEFT (Code) |
Enter the product code for domestic fund transfer with network type as NEFT. |
|
Domestic Fund Transfer- RTGS (Category) |
Enter the product category for domestic fund transfer with network type as RTGS. |
|
Domestic Fund Transfer- RTGS (Code) |
Enter the product code for domestic fund transfer with network type as RTGS. |
|
External Fund Transfer(Category) |
Enter the product category for external fund transfer. |
|
Internal Fund Transfer(Category) |
Enter the product category for internal fund transfer. |
|
Internal Fund Transfer(Code) |
Enter the product code for internal fund transfer. |
|
International Draft (Code) |
Enter the product code for international draft transaction. |
|
International Fund Transfer (Code) |
Enter the product code for international fund transfer transaction. |
|
Peer to Peer External Payment (Category) |
Enter the product category for peer to peer external payments. |
|
Peer to Peer External Payment (Code) |
Enter the product code for peer to peer external payments. |
|
Peer to Peer Internal Payment (Category) |
Enter the product category for peer to peer internal payments. |
|
Peer to Peer Internal Payment (Code) |
Enter the product code for peer to peer internal payments. |
|
Peer to Peer Payment (Category) |
Enter the product category for peer to peer payments. |
|
Peer to Peer Payment (Code) |
Enter the product code for peer to peer payments. |
|
SEPA Credit Payment (Category) |
Enter the product category for SEPA credit payments. |
|
SEPA Credit Payment (Code) |
Enter the product code for SEPA credit payments. |
|
SEPA Direct Debit Payments - (Code) |
Enter the product code for SEPA direct debit payments. |
|
Self Fund Transfer (Category) |
Enter the product category for self fund transfer. |
|
Self Fund Transfer (Code) |
Enter the product code for self fund transfer. |
Note: The fields appearing in the System Configuration – Dynamic Module – Payments tab depends on the settings done at the back end and is dynamic in nature.
- In the Domestic Fund Transfer - SI - NEFT (Code) / Domestic Fund Transfer - SI - NEFT (Category) fields, enter the appropriate product code and product category.
- In the Domestic Fund Transfer - SI - RTGS (Category)/ Domestic Fund Transfer - SI - RTGS (Code) fields, enter the appropriate product category and product code.
- In the Claim Payment URL field, enter the URL to claim the payments by the beneficiary.
- In the External Payment Redirection URL field, enter the web address.
- In the Internal Fund Transfer - SI (Category)/ Internal Fund Transfer - SI (Code) fields, enter the appropriate product category and product code.
- In the Self Fund Transfer - SI (Category) / Self Fund Transfer - SI (Code) fields, enter the appropriate product category and product code.
- In the SEPA Credit Payment - SI (Category) / SEPA Credit Payment - SI (Code) fields, enter the appropriate product category and product code.
- In the SEPA Direct Debit Payments - SI (Category) / SEPA Direct Debit Payments - SI (Code) fields, enter the appropriate product category and product code.
- In the Max Multiple Payment Limit for Corporate Users / Max Multiple Payment Limit for Retail Users fields, enter the maximum number of bill payments that retail and corporate users can initiate in one go.
- In the Max Multiple Transfer Limit for Corporate Users / Max Multiple Transfer Limit for Retail Users fields, enter the maximum fund transfer that the retail and corporate users can initiate in one go.
- In the Bill Payment (Category) / Bill Payment (Code) fields, enter the appropriate product category and code for bill payment transaction.
- In the Domestic Fund Transfer (Code) / Domestic Fund Transfer (Category) fields, enter the appropriate product code and product category.
- In the Domestic Fund Transfer NEFT (Category)/ Domestic Fund Transfer NEFT (Code) fields, enter the appropriate product category and product code.
- In the Domestic Fund Transfer RTGS (Category)/ Domestic Fund Transfer RTGS (Code) fields, enter the appropriate product category and product code.
- In the External Fund Transfer (Category) field, enter the product category.
- In the Internal Fund Transfer (Category)/ Internal Fund Transfer (Code) fields, enter the appropriate product category and product code.
- In the International Draft (Code) / International Fund Transfer (Code) fields, enter the appropriate product codes.
- In the Peer to Peer External Payment (Category)/ Peer to Peer External Payment (Code) fields, enter the appropriate product category and product code.
- In the Peer to Peer Internal Payment (Category)/ Peer to Peer Internal Payment (Code) fields, enter the appropriate product category and product code.
- In the Peer to Peer Payment (Category)/ Peer to Peer Payment (Code) fields, enter the appropriate product category and product code.
- In the SEPA Credit Payment (Category) / SEPA Credit Payment (Code) fields, enter the appropriate product category and product code.
- In the SEPA Direct Debit Payments (Code) fields, enter the appropriate product code.
- In the Self Fund Transfer (Category) / Self Fund Transfer (Code) fields, enter the appropriate product category and product code.
- Click . The System Configuration – Dynamic Module – Other Module screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module – Other Module
Field Description
|
Field Name |
Description |
|---|---|
|
Application Server Host |
Enter the address 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. |
|
Host IP |
Specify the Host IP of the selected host system. |
|
Port |
Specify the port for 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 the web server host. |
|
Supported Auth Type |
Enter the supported authorization type. |
|
Service Request Daterange |
Enter the date range for the service request. |
|
Service Request Turnaround Time |
Enter the turn around time for service request. |
|
Service Request User Daterange |
Enter the date range that is applicable to the users for service requests. |
|
Supported Auth Type |
Enter the supported authorization type. |
|
Supported Soft Token |
Enter the supported soft token type. |
|
TD Pool Code |
Specify the pool code for TD |
|
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. |
|
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:
|
|
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 password for the IPM |
|
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.
- Enter the relevant details in the Dynamic Module - Other Module tab.
- Click . The System Configuration – Dynamic Module – File Upload screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module – File Upload
Field Description
|
Field Name |
Description |
|---|---|
|
Work Area Path |
Specify the work area path for bulk transactions. |
|
Response File Path |
Specify the response file path for bulk transactions. |
- In the Work Area Path field, enter the path on the server where the uploaded files will reside.
- In the Response File Path field, enter the path of the server where the response file will reside.
- Click . The System Configuration – Dynamic Module – Origination screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module - Origination
Field Description
|
Field Name |
Description |
|---|---|
|
Co- Applicant Registration URL |
Specify the URL for registration of the co-applicant. |
|
Origination Date of Birth Limit Check |
Select the option for validating the date of birth limit i.e. Local / Remote. |
|
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 initiation stage. |
|
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 for the additional parameter for personal loan account. |
|
Personal Loan First Body Header Additional Name |
Specify the value of the additional parameter for personal loan account. |
|
Personal Loan First body Header Function |
Specify the host system stage code for personal 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. |
Note: The fields appearing in the System Configuration – Dynamic Module – Origination tab depends on the configuration done at the back end and is dynamic in nature.
- Enter the relevant details in the Dynamic Module - Originations tab.
- Click . The System Configuration – Dynamic Module – Common screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module - Common
Field Description
|
Field Name |
Description |
|---|---|
|
Batch Request URL |
Specify the URL for batch request processing. |
- Enter the Batch Request URL.
- Click to save the entered details.
OR
Click to go to the previous screen.
OR
Click to cancel the transaction. - The success message of saving the system configuration appears along with the status.
Click to complete the process.
System Configuration – 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 logins in to the application using valid login credentials.
The System Configuration screen along with details as setup for multi entity appears. If the setup is multi-entity enabled then the system will display the entity details and the same can be edited.
- Click against the respective entity to edit the details i.e. Entity Name and Time Zone.
- Click to save the entity details.
- Click . The System Configuration - Basic Details screen with mapped entities appear.
- Select the entity for which you wish to edit the system configuration details.
- Select the Host System for which you wish to view the system configuration details and edit as required.
- Click to edit the Basic Details. The System Configuration - Basic Details screen appears in editable form.
OR
Click 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 address 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.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Basic Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Bank Details, Branch Details or Module tabs to view and edit the respective details if required. - 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 and Edit
Using this option System Administrator can view the maintained host details and also edit the required details.
To view and edit the host details:
- Click on System Configuration option on the dashboard and navigate to the host details tab. The default option is ‘View’
- Click to edit the Host Details. The System Configuration - Host Details screen appears in editable form.
OR
Click to cancel the transaction.
Field Description
|
Field Name |
Description |
|---|---|
|
Host Name |
Displays the host name defined for the channel banking platform. |
|
Host Version |
Displays the host version defined for the channel platform and available for edit. The user can select the version from the list. |
|
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 to access the application. |
|
Check Host Availability |
Click to check the Host availability for the new details entered. |
- From the Host Version list, select the version of the host, if required.
- In the Gateway IP field, edit the gateway IP address of the host.
- In the Port field, edit the port number of the server.
- In the Channel field, edit the channel to access the application.
- Click the Check Host Availability link to check the host availability. The message of successful testing appears.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Host Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Bank Details, Branch Details or Module tabs to view and edit the respective details if required. - The screen with success message of saving the system configuration along with the status appears. Click 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:
- Click on System Configuration option on the dashboard and navigate to the bank details tab. The default option is ‘View’.
- Click to edit the Bank Details. The System Configuration - Bank Details screen appears in editable form.
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. |
|
Allowed Account Types |
Displays the allowed account types as defined and available for edit. The options are:
|
|
Bank Currency |
Displays the applicable bank currency and available for edit. |
- In the Bank Code field, edit the code of the bank.
- In the Bank Group Code field, edit the group code of the bank.
- In the Bank Name field, edit the name of the bank.
- In the Bank Short Name field, edit the short name of the bank.
- In the Address Line 1 - 3 field, edit the address of the bank if required.
- From the Country list, edit the country of the bank if required.
- From the Bank Currency list, edit the currency of the bank if required.
- In the City and ZIP Code field, edit the city/ zip code of the bank if required.
- Select/ de-select the Allowed Account Types check box, to edit the selection, if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Bank Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR - Click the Branch Details, Module or Host Details tabs to view and edit the respective details.
- The screen with success message of saving the system configuration along with the status appears. Click 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 on System Configuration option on the dashboard and navigate to the branch details tab. The default option is ‘View’.
- Click to edit the Branch Details. The System Configuration - Branch Details screen appears in editable form.
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:
|
- In the Bank Code field, edit the code of the bank.
- In the Branch Code field, edit the branch code of the bank.
- In the Home Branch field, edit the name of the home branch of the bank.
- From the Local Currency list, select the local currency of the bank branch.
- From the Calculation Currency list, select the calculation currency of the bank branch.
- From the Region list, select the appropriate region.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Branch Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
System Configuration - Currency Payments - View and Edit
Using this option, the system administrator maintains the currency for international payment transactions. These details once defined can be viewed and edited using this transaction.
To view and edit the System Configuration - Currency Payments details
- Click on System Configuration option on the dashboard and navigate to the currency payments tab. The default option is ‘View’.
- Click to edit the Currency Payments. The System Configuration - Currency Payments screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
International Fund Transfer |
Displays the currencies that are applicable for international fund transfer transactions and available for edit. |
|
International Fund Transfer Later |
Displays the currencies that are applicable for international fund transfer transactions on a later date and available for edit. |
|
International Draft |
Displays the currencies that are applicable for international draft transactions and available for edit. |
- For the International Fund Transfer transaction, select the appropriate currency.
- For the International Fund Transfer Later transaction, select the appropriate currency.
- For the International Draft transaction, select the appropriate currency.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Currency Payments - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - 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, which is required to run the application are defined and configured by system administrator.
The modules are included depending on the type of host selected.
Following modules are configured:
- SMTP
- BRAND
- Payments
- Other Module
- File Upload
- Origination
- Common
System Configuration - Dynamic Module – SMTP - View and Edit
Using this option, the system administrator maintains the SMTP configurations. These details once defined can be viewed and edited using this transaction.
To view and edit the Dynamic Module – SMTP details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – SMTP tab. The default option is ‘View’.
- Click to edit the Dynamic Module – SMTP. The System Configuration - Dynamic Module – SMTP screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Server Name |
Displays the name of the server and available for edit. |
|
Port |
Displays the port number and available for edit. |
|
Sender Email Address |
Displays the email address of the sender and available for edit. |
|
Recipient Email Address |
Displays the email address of the recipient and available for edit. |
|
Username |
Displays the user name and available for edit. |
|
Password |
Edit the password if required. |
|
Authentication Required |
Select the check box, if authentication is required. |
- In the Server Name field, edit the name of the mail server if required.
- In the Port field, edit the port number if required.
- In the Sender Email Address, edit the email address of the sender if required.
- In the Recipient Email Address, edit the email address of the recipient if required.
- In the Username, edit the user name if required.
- In the Password field, edit the password if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – SMTP - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - 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 – BRAND
Using this option, the system administrator maintains the BRAND module configurations. These configurations once defined can be viewed and edited.
To view and edit the BRAND module details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – BRAND tab. The default option is ‘View’.
- Click to edit the Dynamic Module – BRAND. The System Configuration - Dynamic Module – BRAND screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Content Publisher URL |
Edit the URL as defined for publishing the content. |
- In the Content Publisher URL field, edit the URL defined for content publishing.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – BRAND - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - 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 - Payments - View and Edit
Using this option, system administrator can edit the payment module details.
To view and edit the Dynamic Module - Payments details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Payments tab. The default option is ‘View’.
- Click to edit the Dynamic Module – Payments. The System Configuration - Dynamic Module – Payments screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Domestic Fund Transfer RTGS -SI (Category) |
Displays the product category for domestic fund transfer with standing instructions and network type as RTGS and available for edit. |
|
Internal Fund Transfer -SI (Code) |
Displays the product code for internal transfer with standing instructions and available for edit. |
|
Self Fund Transfer (Category) |
Displays the product category for self fund transfer and available for edit. |
|
Max Multiple Transfer Limit for Corporate Users |
Displays the maximum number of fund transfer that a corporate user can initiate in one go and available for edit. |
|
International Draft (Code) |
Displays the product code for international draft and available for edit. |
|
SEPA Credit Payment -SI (Code) |
Displays the product code for SEPA credit payments with standing instructions and available for edit. |
|
SEPA Credit Payment -SI(Category) |
Displays the product category for SEPA credit payments with standing instructions and available for edit. |
|
Peer to Peer External Payment (Category) |
Displays the category for peer to peer external payments and available for edit. |
|
Claim Payment URL |
Displays the claim payment URL for the beneficiary to claim money and available for edit. |
|
Domestic Fund Transfer- RTGS (Code) |
Displays the product code for domestic fund transfer with network type as RTGS and available for edit. |
|
SEPA Direct Debit Payments -SI (Category) |
Displays the product category for SEPA direct debit payments with standing instructions and available for edit. |
|
International Fund Transfer (Code) |
Displays the product code for international fund transfer transaction and available for edit. |
|
Peer to Peer Internal Payment (Category) |
Displays the product category for peer to peer internal payments and available for edit. |
|
Self Fund Transfer (Code) |
Displays the product code for self fund transfer and available for edit and available for edit. |
|
Domestic Fund Transfer-SI- NEFT (Code) |
Displays the product code for domestic fund transfer with standing instructions and network type NEFT and available for edit. |
|
Peer to Peer Payment (Code) |
Displays the product code for peer to peer payments and available for edit. |
|
Domestic Fund Transfer-SI- NEFT (Category) |
Displays the product category for domestic fund transfer with standing instructions and network type NEFT and available for edit. |
|
SEPA Direct Debit Payments -SI (Category) |
Displays the product category for SEPA direct debit payments with standing instructions and available for edit. |
|
Internal Fund Transfer - SI (Category) |
Displays the product category for internal transfer with standing instructions and available for edit. |
|
Peer to Peer External Payment (Code) |
Displays the product code for peer to peer external payments and available for edit. |
|
Max Multiple Payment Limit for Corporate Users |
Displays the maximum number of bill payments that a corporate user can initiate in one go and available for edit. |
|
Peer to Peer Internal Payment (Code) |
Displays the product code for peer to peer internal payments and available for edit. |
|
SEPA Direct Debit Payments - (Code) |
Displays the product code for SEPA direct debit payments and available for edit. |
|
Peer to Peer Payment (Category) |
Enter the product category for peer to peer payments and available for edit. |
|
Domestic Fund Transfer NEFT (Category) |
Displays the product category for domestic fund transfer with network type as NEFT and available for edit. |
|
Self Fund Transfer - SI (Category) |
Displays the product category for self fund transfer with standing instructions and available for edit. |
|
Internal Fund Transfer(Code) |
Displays the product code for internal fund transfer and available for edit. |
|
SEPA Credit Payment (Code) |
Displays the product code for SEPA credit payments and available for edit. |
|
Domestic Fund Transfer- RTGS - SI (Code) |
Displays the product code for domestic fund transfer with standing instructions and network type as RTGS and available for edit. |
|
Bill Payment (Code) |
Displays the product code for bill payments and available for edit. |
|
Domestic Fund Transfer- NEFT (Code) |
Displays the product code for domestic fund transfer with network type NEFTand available for edit. |
|
Max Multiple Transfer Limit for Retail Users |
Displays the maximum number of fund transfer that a retail user can initiate in one go and available for edit. |
|
SEPA Credit Payment (Category) |
Displays the product category for SEPA credit payments and available for edit. |
|
Max Multiple Payment Limit for Retail Users |
Displays the maximum number of bill payments that a retail user can initiate in one go and available for edit. |
|
Domestic Fund Transfer- RTGS (Category) |
Displays the product category for domestic fund transfer with network type as RTGS and available for edit. |
|
External Payment Redirection URL |
Displays the URL for the external payments and available for edit. |
|
Self Fund Transfer - SI(Code) |
Displays the product code for self fund transfer with standing instructions and available for edit. |
|
Internal Fund Transfer(Category) |
Displays the product category for internal fund transfer and available for edit. |
|
External Fund Transfer(Category) |
Displays the product category for external fund transfer and available for edit. |
|
Domestic Fund Transfer (Category) |
Displays the product category for domestic fund transfer and available for edit. |
|
Bill Payment (Category) |
Displays the product category for bill payments and available for edit. |
|
Domestic Fund Transfer (Code) |
Displays the product code for domestic fund transfer and available for edit. |
|
SEPA Direct Debit Payments SI- (Code) |
Displays product code for SEPA direct debit payments and available for edit. |
Note: The fields appearing in the System Configuration – Dynamic Module – Payments tab depends on the settings done at the back end and is dynamic in nature.
- Edit the required Payments detail.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Payments - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - 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 view and edit the other module details.
To view and edit the Dynamic Module – Other Module details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Other Module tab. The default option is ‘View’.
- Click to edit the Dynamic Module – Other Module. The System Configuration - Dynamic Module – Other Module screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Date Default |
Displays the default date for the 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. |
|
Region |
Displays the region of bank payments and available for edit. |
|
Supported Soft Token |
Displays the supported soft token type and available for edit. |
|
Application Server Port |
Displays the application server port number and available for edit. |
|
Host IP |
Displays the Host IP of the selected host system and available for edit. |
|
Service Request Date range |
Displays the date range for the service request and available for edit. |
|
Application Server Host |
Displays the address of the application server host and available for edit. |
|
Service Request Turnaround Time |
Displays the turnaround time for service request and available for edit. |
|
Host WSDL Version |
Displays the host WSDL version number and available for edit. |
|
TD Pool Code |
Displays the pool code for TD account type and available for edit. |
|
Identification Types |
Displays the identification type whether it is from local or remote and available for edit. |
|
Port |
Displays the port for the host system and available for edit. |
|
Application Server Port |
Displays the application server port number and available for edit. |
|
Channel |
Displays the channel as ‘IB’ to access 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. |
|
Supported Auth Type |
Displays the authorization type supported by the application and available for edit. |
|
Anonymous Security Key Name |
Displays the security key name and available for edit. |
|
Flag to enable SSL |
Displays the flag to enable SSL and available for edit. |
|
Host IP |
Displays the Host IP of the selected host system and available for edit. |
|
Host Date |
Displays the Host date of the selected host system and available for edit. |
|
Application Server Port |
Displays the application server port number and available for edit. |
|
Anonymous Security Policy |
Displays the security policy for anonymous user 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. |
|
Application Server Host |
Displays the address of the application server host and available for edit. |
|
Branch Code |
Displays the bank branch code. |
|
Host Name |
Displays the host system for the channel banking platform and available for edit. |
|
Web Server Host |
Displays the address of web server host and available for edit. |
|
Bank Code |
Displays the unique code to identify the bank and available for edit. |
|
Retail User Supported Auth Type |
Displays the authorization type supported by the application for retail users and available for edit. |
|
Administrator Supported Auth Type |
Displays the authorization type supported by the application for administrator users and available for edit. |
|
Corporate User Supported Auth Type |
Displays the authorization type supported by the application for corporate users 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.
- Edit the required Other Module details.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Other Module - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.
System Configuration - Module - File Upload - View and Edit
As part of bulk transactions option, the work area path and response file path of bulk transactions are defined.
To view and edit the File Upload module details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – File Upload tab. The default option is ‘View’.
- Click to edit the Dynamic Module – File Upload. The System Configuration - Dynamic Module – File Upload screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Work Area Path |
Displays the work area path of files for bulk transactions and is available for edit. |
|
Response File Path |
Displays the response file path for bulk transactions and is available for edit. |
- In the Work Area Path field, edit the path of the working area, if required.
- In the Response File Path field, edit the path of the response file, if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – File Upload - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - 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 - Origination - View and Edit
Using this option, the system administrator maintains the details required for Originations. These configurations once defined can be viewed and edited.
To view and edit the origination module details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Origination tab. The default option is ‘View’.
- Click to edit the Dynamic Module – Origination. The System Configuration - Dynamic Module – Origination screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Current First Body Header Additional Name |
Displays the name of the additional parameter for current account and available for edit. |
|
Current Application Category |
Displays the host system application category for current account and available for edit. |
|
Current App Status |
Displays the host system code for current account application status and available for edit. |
|
Savings First Body Header Additional Name |
Displays the name for additional parameter for savings account and available for edit. |
|
Savings Second Body Header Additional Values |
Displays the value for additional parameter for savings 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. |
|
Personal Loan Application Category |
Displays the host system application category for personal loan and available for edit. |
|
Savings Header Module |
Displays the identifier of the module for savings account and available for edit. |
|
Auto Loan Header Action |
Displays the host system code for auto loan application and available for edit. |
|
Personal Loan Product Code |
Displays the host system product code for personal loan and available for edit. |
|
Personal Loan Account Class |
Displays the host system account class for personal loan and available for edit. |
|
Personal Loan Header Module |
Displays the module identifier for personal loan account and available for edit. |
|
Personal Loan First Body Header Additional Name |
Displays the value of the additional parameter for personal loan account and available for edit. |
|
Current First Body Header Additional Name |
Displays the name of the additional parameter for current account and available for edit. |
|
Savings Application Category |
Displays the savings account application category and available for edit. |
|
Current Second Body Header Additional Name |
Displays the name of the additional parameter for current account and available for edit. |
|
User ID |
Displays the user id of the user and available for edit. |
|
Current Second Body Header Action |
Displays the identifier to indicate modification of current account application and available for edit. |
|
Personal Loan Category |
Displays the host system application category for personal loan account and available for edit. |
|
Savings Header Function |
Displays the host system code for savings account initiation stage and available for edit. |
|
Origination source |
Displays the origination source and available for edit and available for edit. |
|
Branch |
Displays the bank branch code. |
|
Auto Loan Account Class |
Displays the host system account class for auto loans. |
|
Auto Loan process name |
Displays the host process name for auto loans and available for edit. |
|
Current Account Class |
Displays the host system account class for current account and available for edit. |
|
Current Second Body Header Function |
Displays the 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 First Body Header action |
Displays the host system code to start new savings account application and available for edit. |
|
Savings Second Body Header Additional Name |
Displays the name for additional parameter for savings account and available for edit. |
|
Savings Application Category |
Displays the host system application category for savings account and available for edit. |
|
Current Process Name |
Displays the host system process name for current account and available for edit. |
|
Savings account type |
Displays the savings account type and available for edit. |
|
Savings First Body Header Function |
Displays the host system stage code for savings account and available for edit. |
|
Personal Loan Header Action |
Displays the host system code for personal loan initiation stage and available for edit. |
|
Savings Second Body Header Action |
Displays the identifier to modify the savings account application and available for edit. |
|
Personal loan location |
Displays the default location for personal loan account and available for edit. |
|
Current Header Function |
Displays the host system code for current account initiation stage and available for edit. |
|
Savings location |
Displays the default location for savings account and available for edit. |
|
Personal Loan First body Header Function |
Displays the host system stage code for personal loans and available for edit. |
|
Savings Process Code |
Displays the host system process code for savings account and available for edit. |
|
Auto Loan Product Code |
Displays the host system product code for auto loans and available for edit. |
|
Personal Loan First Body Header Action |
Displays the host system code to start for personal loan account and available for edit. |
|
Co- Applicant Registration URL |
Displays the URL for registration of the co-applicant and available for edit. |
|
Auto loan Process Code |
Displays the host system process code for auto loan account and available for edit. |
|
Savings App State |
Displays the host system code for savings account application state and available for edit. |
|
Personal Loan First Body Header Additional Value |
Displays the value of the additional parameter for personal loan account and available for edit |
|
Checking Application Category |
Displays the host system application category for checking account and available for edit. |
|
Savings second body header function |
Displays the host system code for savings account initiation stage and available for edit. |
|
Savings First Body Header Additional Value |
Displays the value for additional parameter for savings account and available for edit. |
|
Auto loan Application Category |
Displays the host system application category for auto loan account and available for edit. |
|
Personal Loan process name |
Displays the host system process name for personal loan account and available for edit. |
|
Savings App Status |
Displays the host system code for savings account application status and available for edit. |
|
Auto loan First Body Header Action |
Displays the host system code to start new auto loan application and available for edit. |
|
Auto Loan First Body Header Additional Value |
Displays the value for additional parameter for auto loan 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. |
|
Savings process name |
Displays the host system process name for savings account and available for edit. |
|
Auto loan location |
Displays the default location for auto loan account and available for edit. |
|
Current First Body Header Action |
Displays the host system code to start new current account application and available for edit. |
|
Auto loan Header Module |
Displays the module identifier for auto loan account and available for edit. |
|
Current Header Module |
Displays the module identifier for current account and available for edit. |
|
Savings Account Class |
Displays the host system account class for savings account and available for edit. |
|
Current Header Action |
Displays the identifier to modify the current account 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 host system code for current account initiation stage and available for edit. |
|
UBS component |
Displays the UBS component and available for edit. |
|
Auto Loan First Body Header Function |
Displays the host system stage code for auto loans and available for edit. |
|
Auto Mobile Application Category |
Displays the host system application category for auto mobile loan account and available for edit. |
|
Current Process Code |
Displays the host system process code for current account and available for edit. |
|
Current Location |
Displays the default location for current loan account and available for edit. |
|
Auto Loan Header Function |
Displays the host system stage code for auto loan and available for edit. |
|
Personal Loan Header Function |
Displays the host system code for personal loan initiation stage and available for edit. |
|
Auto Loan First Body Header Additional Name |
Displays the name for additional parameter for auto loan 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.
- Edit the required Origination module details.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Origination - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - 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 module details. These configurations once defined can be viewed and edited.
To view and edit the system configuration - dynamic module - common details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Common tab. The default option is ‘View’.
- Click to edit the Dynamic Module – Common Module details. The System Configuration - Dynamic Module – Common screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Batch Request URL |
Displays the URL for the batch request and is available for edit. |
- In the Batch Request URL field, edit the web address if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Common - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.