This document is designed to help acquaint you with the features of Dashboard, which is the landing page of Oracle FLEXCUBE Investor Servicing. Information from multiple products is integrated and displayed as Dashboard on the home page of the application.
This manual explains the functionality of Dashboard facility and the various Dashboards present in the system. Besides providing these details, the manual also provides a list of Dashboards mapped to the role of the bank staff logged on to the system.
This manual is intended for the following User/User Roles:
Role |
Function |
Front office Supervisor |
To view the unauthorized Unit holders, Transactions and Standing Instructions if any |
Back office Supervisor |
To view the unauthorized funds, Fund Price, Fund Dividend records, if any |
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This manual is organized into the following chapters:
Chapter |
Description |
Chapter 1 |
About this Manual gives information on the intended audience. It also lists the various chapters covered in this User Manual.. |
Chapter 2 |
An Overview gives an overview of the Dashboard facility in Oracle FLEXCUBE Investor Servicing |
Abbreviation |
Description |
System |
Unless and otherwise specified, it shall always refer to Oracle FLEXCUBE Investor Servicing |
EOD |
End of Day |
DFI |
Dashboard Function ID |
This User Manual may refer to all or some of the following icons.
Icons |
Function |
|
Exit |
|
Add row |
|
Delete row |
|
Option List |