1. Preface

1.1 Introduction

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.

1.2 Audience

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

1.3 Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

1.4 Organization

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

 

1.5 Acronyms and Abbreviations

Abbreviation

Description

System

Unless and otherwise specified, it shall always refer to Oracle FLEXCUBE Investor Servicing

EOD

End of Day

DFI

Dashboard Function ID

1.6 Glossary of Icons

This User Manual may refer to all or some of the following icons.

Icons

Function

 

Exit

 

Add row

 

Delete row

 

Option List