Contents

1. Preface

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

    • 2. Getting Started with Oracle FLEXCUBE Investor Servicing

  • 2.1 Logging into Oracle FLEXCUBE Investor Servicing
  • 2.2 Changing User Password
  • 2.2.1 Procedure to Change Password
  • 2.3 The Application Browser
  • 2.4 Application Toolbar
  • 2.4.1 Changing Module
  • 2.4.2 Current User Session
  • 2.4.3 Window
  • 2.4.4 Help
  • 2.4.5 Executing User Actions
  • 2.4.6 Sign off
  • 2.5 Home
  • 2.5.1 Menu
  • 2.6 Workflow
  • 2.7 Tasks
  • 2.7.1 Quick Search
  • 2.7.2 Application
  • 2.7.3 Dashboard
  • 2.7.4 Queue
  • 2.7.5 Scheduling Acquired Tasks
  • 2.7.6 Quick View
  • 2.7.7 Specifying the Reason for Origination Task Suspension
  • 2.8 Toolbar in Oracle FLEXCUBE Investor Servicing Screens
  • 2.9 Some Common Icons and their Usage
  • 2.9.1 Adding and Deleting Rows
  • 2.9.2 The Save and Exit Icons
  • 2.9.3 Fetching Values from List of Values (LOV)
  • 2.10 Supported Date Formats
  • 2.11 Supported Amount Formats
  • 2.12 Minimizing Main Screens

    • 3. Keyboard Compatibility

  • 3.1 Landing Page – Keyboard Compatibility
  • 3.1.1 Navigating through Side Bar
  • 3.1.2 Navigating through Toolbar
  • 3.2 Custom Window – Keyboard Compatibility
  • 3.2.1 Detail Screen Navigation
  • 3.2.2 Summary Screen Navigation

    • 4. Common Operations

  • 4.1 Maintenance Data
  • 4.1.1 Maintaining Static Data
  • 4.1.2 Types of Fields
  • 4.1.3 Adding a New Record in a Table
  • 4.1.4 Deleting a Record in a Table
  • 4.1.5 Copying the Details of a Record
  • 4.1.6 Authorizing a Record in a Table
  • 4.1.7 Modifying a Record in a Table
  • 4.1.8 Closing a Record in a Table
  • 4.1.9 Viewing the Details of a Record
  • 4.1.10 Maker and Authorizer Details
  • 4.1.11 Printing the Details of a Record
  • 4.2 Automatic Authorization
  • 4.2.1 Normal Process of Authorization in System
  • 4.2.2 Auto-authorization Features in System
  • 4.2.3 Using Auto-authorization Feature
  • 4.2.4 Operations on Auto Authorization Records
  • 4.3 Dual Authorization
  • 4.4 Copying Parameterization Data
  • 4.4.1 Copying Parameterization Data
  • 4.5 Other Operations
  • 4.5.1 Changing the Module
  • 4.5.2 Searching the Menu
  • 4.5.3 Making a Query
  • 4.5.4 The Procedure, with Example
  • 4.5.5 Making a Query Based on More than One Criterion
  • 4.5.6 Selecting the Same Criterion to Apply One or More Conditions
  • 4.5.7 Ordering
  • 4.5.8 Using Wildcards to Make a Query
  • 4.5.9 Viewing Errors and Overrides

    • 5. Function ID Glossary