The Getting Started User Guide helps you get started with Oracle Banking applications. This user guide explains the basic design of Oracle and the common operations that you can follow while using it. This user guide should be used as a supplement and must be read in conjunction with Common Core, Security Management System and other application user guides.
This document is intended for the Customer Service Representatives (CSRs) and staff in charge of setting up new products in your bank.
You can access any application using the link provided by the administrator.
On successful login, the selected application appears depending on the user privileges. A sample illustration of the home page:
As a new user you might require to perform a set of tasks that are similar in all the screens such as to view, edit, delete existing records and more. These tasks explain how to begin working with your record:
When you are working with records, it is important to remember that the types of records you can create, view, edit, delete, and so on are determined by administrator settings, such as a user profile or permission set. Work with your administrator to ensure you have access to the records and data you need.
Now that you have learned how to work with your records, you might want to explore more advanced features.
You can view the summary of all the configured records in the selected summary screen. This helps you to find the required record faster. A few different ways to view the records are described.
The default summary view of the records are tile view. You can view the records that appear in a tile format.
Note
Ensure you have the privileges and know the guidelines to modify the records.
Note
Ensure you have the privileges and know the guidelines to delete the records.
There are several actions that can be performed in a selected screen/dashboard.
There are mandatory and optional fields available for any screen. You can identify the mandatory field with (*) symbol. The mandatory fields are also highlighted as an error if the user does not enter any value for it.
Provides information about all the common fields available in the application.
Field |
Description |
You can select a configured branch code which you want to associate with the selected screen. |
|
Maker |
Displays the name of the logged in user who created the record. |
Customer Number |
You can select a configured customer number which you want to associate with the selected screen. You can configure the customer number using the Create External Customer screen. |
Account Number |
You can select a configured account number which you want to associate with the selected screen. You can configure the account number using the Create External Customer Account screen. |
Source System |
You can select a configured source system which you want to associate with the selected screen. You can configure the source system using the Create Upload Source screen. |
Host Code |
You can select a configured host code which you want to associate with the selected screen. You can configure the host code using the Create Host Code screen. |
Currency |
You can select a configured currency which you want to associate with the selected screen. You can configure the currency using the Create Currency Definition screen. |
Displays the status of the record: ● Authorized: The record is verified and authorized. ● Unauthorized: The record is not verified. ● Open: The record is open and waiting for verification. ● Locked: The record is locked. ● Closed: The record is closed. |
Provides information about all the common buttons/icons used in the application.
Button/Icon |
Description |
New |
Creates a new record for the selected screen. |
Query |
View all the configured records for the selected screen. |
Unlock |
Unlock the configured record for the selected screen. |
Search |
Search the configured record and select the required record for the selected screen. |
Copy |
Copy the configured record, modify the details and save with a different name for the record. |
Delete |
Remove the configured record for the selected screen. |
Close |
Closes the configured record for the selected screen. |
Print view the configured record for the selected screen. |
|
Authorize |
Authorize the configured record for the selected screen. |
Audit |
Check the history of the configured records for the selected screen. |
Save |
Save the configured record for the selected screen. |
Cancel |
Discard the configured record before saving it. |
+ |
Add a row in the grid to provide the required record for the selected screen. |
- |
Remove a row in the grid for the selected screen. |
> |
Select a record and move it to the required selected list grid. |
> |
Select a record and move it back to the available list grid. |
|< |
Move all the available list of records to the selected list of grid. |
>| |
Move back all the selected list of records to the available list of grid. |