SYSTEM CONFIGURATION - OBP Base and US LZN

Following are the components that can be defined as part of system configuration - OBPOracle Banking Platform Base and US LZN.

Host Details
Bank Details
Branch Details
SMTP
Dynamic Module Details

Note: For details on definition of entity along with maintenance of details, please refer to the content covered in the System Configuration section.

Features supported in application

System Configuration allows the System AdministratorAdministrator 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

You are here How to reach here:

Administrator Dashboard > Common Services > System Configuration

Select the Host System as OBP Base or US LZN and start with configuration.

Field Description

Field Name	Description
Select Host	Select the host system for the channel banking platform.
Entities Name	Name of the entities added to the setup.
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

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 Host field, enter the address of the application server host.
In the Application Server Port field, enter the port number of the application server.
Click Next. The System Configuration – Host Details screen appears.
OR
Click Cancel to cancel the setup process.

System Configuration – Host Details

Field Description

Field Name	Description
Host Name	The host system for the channel banking platform as selected in the previous step is displayed.
Host Version	Select the version number of the host system.
Gateway IP	Specify the Gateway IP of the selected host system.
Port	Specify the port number for the host system.
Channel	Specify the channel to access the application.
Host Date	Specify the date of the host set up.
Business Unit	Specify the business unit name.
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 server.
In the Port field, enter the port number.
In the Channel field, enter the channel to access the application.
Select an appropriate host date by clicking on the date picker.
In the Business Unit field, enter the name of the business unit.
In the Market Entity field, enter the name of the market entity.
Click Next. The System Configuration – Bank Details screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel 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 details of the bank.
Country	Enter the country in which the bank is located/ headquartered.
ZIP Code	Enter the ZIP code of the bank.
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 zip code where bank is located.
From the Bank Currency list, select the appropriate currency.
Click Next. The System Configuration – Branch Details screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel 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 bank branch code.
Home Branch	Specify the home branch for the bank.
Local Currency	Select the local currency applicable for the bank.
Calculation Currency	Select the calculation currency applicable for the bank.

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 of the bank.
Click Next. The System Configuration –Dynamic Module – SMTP screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel 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.
Authentication Required	Select the check box, if authentication is required.
Username	Enter the user name.
Password	Enter the password.

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 Next. The System Configuration – Dynamic Module - Brand screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel 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.
Content Server URL	Specify the URL of the content server.

In the Content Publisher URL field, enter the URL of content publisher.
In the Content Server URL field, enter the URL of content server .
Click Next to go to next module.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process.

System Configuration – Dynamic Module – Other Module

Field Description

Field Name	Description
Host Name	Enter the host system for the channel banking platform.
Application Server Port	Enter the application server port number.
Port	Specify the port for the host system.
Administrator Supported Auth Type	Enter the authorization type supported by the application for administrator users.
Supported Soft Token	Enter the supported soft token type.
Bank Code	Enter the unique identification code for the bank.
TD Pool Code	Specify the pool code for TDTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period. account type.
Branch Code	Enter the bank branch code.
Host IP	Specify the Host IP of the selected host system.
IPM Host application name	Enter the IPMImaging And Process Management host application name.
Application Server Host	Enter the address of the application server host.
Supported Auth Type	Enter the supported authorization type.
Channel	Specify the channel to access the application.
Allows Touch Point Level Limit Definition (Y/N)	Specify whether the touch point level limit definition is allowed or not.
Flag to enable SSL	Specify if the flag for SSL needs to be enabled.
Application Server Host	Enter the address of the application server host.
Identification Types	Select the identification type whether it is from local or remote.
Corporate User Supported Auth Type	Enter the authorization type supported by the application for corporate users.
Application Server Port	Enter the application server port number
Date Default	Specify the default date for the system.
Port	Specify the port for the host system.
Port	Specify the port for the host system.
Web Server Host	Enter the address of the web server host.
Retail User Supported Auth Type	Enter the authorization type supported by the application for retail users.
IPM Host username	Specify the IPM host username.
Currency Support In Approval Rules	Specify if currency as a parameter is supported in approval rules.
FATCA Compliance check required (Y/ N)	Specify whether the FATCA compliance check is required or not.
Anonymous Security Policy	Specify the security policy that is applicable for anonymous users i.e. users not logged in.
Port	Specify the port for the host system.
Host IP	Specify the Host IP of the selected host system.
Host WSDL Version	Enter the host WSDL version number.
IPM Host password	Specify the password for the IPM host system.
Application Server Port	Enter the application server port number
Host Date	Enter the posting date of the host system.
Allow Multiple Goods (Y/N)	Specify whether multiple goods are allowed or not.
Anonymous Security Key Name	Specify the security key name for anonymous users.
IPM Host port	Enter the IPM host port.
Supported Auth Type	Enter the supported authorization type.
IPM Host IP address	Specify the IP address for the IPM host system.
Host IP	Specify the Host IP of the selected host system.

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 Next. The System Configuration – Dynamic Module – Originations screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Originations

Field Description

Field Name	Description
Origination Date of Birth Limit Check	Specify the option for validating the date of birth limit i.e. Local / Remote.
Auto Loan Product Code	Enter the host system product code for auto loans.
Savings app status	Enter the savings application status.
Auto Loan First Body Header Additional Value	Enter the value for additional parameter for auto loan.
Current second body header function	Enter host system code for current account initiation stage.
Personal loan header function	Enter the personal loan account header function.
Current first body header function	Enter the current account first body header function.
Savings second body header function	Enter the host system code for savings account initiation stage.
Current Header Module	Enter the identifier of the module for current account .
Auto loan header module	Enter the auto loan account header module.
Savings Account Class	Enter the host system account class for savings account.
Personal loan account class	Enter the personal loan account class.
Savings second body header additional values	Enter the value of the additional parameter for savings account .
Current Account Class	Specify the host system account class for current account .
Co- Applicant Registration URL	Enter the URL for registration of the co-applicant .
Personal Loan First Body Header Additional Name	Specify the value of the additional parameter for personal loan account.
Auto loan process code	Enter the host system process code.
Auto loan first body header function	Enter the auto loan account first body header function.
Current second body header action	Enter the current account second body header function
Savings Header Module	Enter the identifier of the module for savings account.
Current application Category	Enter the current account application category.
Auto Loan location	Enter the default location for auto loan account.
Personal Loan Process Code	Enter the host system process code for personal loan.
Personal Loan Header Module	Displays the module identifier for personal loan account.
CASA Bundle Id	Enter the bundle Id for current and savings account.
Current Header Function	Enter the host system code for current account initiation stage.
Savings first body header function	Enter the host system stage code for savings account.
Auto loan first body header action	Displays the auto loan account first body header action.
Auto Loan Header Function	Enter the host system stage code for auto loan.
Savings process code	Enter the savings account process code.
Savings second body header additional name	Enter the name of the additional parameter.
Savings first body header additional value	Enter the value of the additional parameter for savings account.
Savings location	Enter the savings location.
Personal loan product code	Enter the personal loan product code.
Auto loan first body header additional name	Enter the auto loan account first body header additional name.
Current second body header additional value	Enter the value of the additional parameter for current account.
Savings Application Category	Enter the savings account application category.
Current second body header additional name	Enter the name of the additional parameter for current account.
Default Employer	Enter the value of default employer.
Preferred Mode of Offer Document Delivery	Enter the preferred mode of delivery for the documents and available for edit.
Personal loan application category	Enter the personal loan application category.
Savings first body header additional name	Enter the savings account first body header additional name.
Auto loan application category	Enter the auto loan application category.
Personal loan first body header function	Enter the host system stage code for personal loans.
Current process code	Enter the host system process code for current account.
Personal loan location	Enter the default location for personal loan account.
Savings App State	Enter the host system code for savings account application state .
Current first body header additional value	Enter the current account first body header additional value.
Auto loan Account Class	Enter the host system account class for auto loan account.
Current First Body Header Additional Name	Enter the name of the additional parameter for current account.
Personal loan first body header additional value	Enter the personal loan account first body header additional value .
Savings Header Function	Enter the host system code for savings account initiation stage.
Current location	Enter the default location for current account.

Note: The fields appearing in the System Configuration – Dynamic Module – Origination tab depends on the settings done at the back end and is dynamic in nature.

Enter the relevant details in the Dynamic Module - Origination tab.

Click Next to go to next screen.
OR
Click Previous to go to the previous screen.
OR
Click Cancel 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 Save.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the transaction.
The success message along with the reference number and status appears.
Click OK to complete the process.

System Configuration – OBP Base and US LZN - 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 logs in to the application using valid login credentials.
The System Configuration screen with multiple entities if defined appears in the editable form.

Select the desired entity for which you wish to edit the details.

Note: Edit of entity details is the same as covered in the section for UBS as the host system.

Select the Host System as OBP Base and LZN to edit the OBP Base and LZN configuration.
Click Edit to edit the Basic Details. The System Configuration - Basic Details screen appears in editable form.

Field Description

Field Name	Description
Web Server Host	Displays the web server host details and available for edit.
Web Server Port	Displays the port number 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 number of the application server and available for edit.

In the Web Server Host field, edit the host name 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 Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Basic Details - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Bank Details, Host Details, Branch Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Host Details – View and Edit

Using this option System Administrator maintains the host configuration. These details once defined can be viewed and edited using this transaction.

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 Edit to edit the Host Details. The System Configuration - Host Details screen appears in editable form.
OR
Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Host Name	Displays the host name of the channel banking platform. This field is not editable.
Host Version	Displays the host version of the channel platform and available for edit.
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 for accessing the application.
Host Date	Displays the date of the host set up and available for edit.
Business Unit	Displays the business unit name as defined and available for edit.
Market Entity	Displays the market entity and available for edit.
Check Host Availability	Click to check if the Host is available for the new details input as part of edit.

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.
From the Host Date list, select an appropriate date.
In the Business Unit field, enter the name of the business unit.
In the Market Entity field, edit the name of the business unit.
Click the Check Host Availability link to check the host availability. The message of successful testing appears.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Host Details - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Branch Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK 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 Edit 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.
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.
In the City and ZIP Code field, edit the city/ zip code of the bank if required.
From the Bank Currency list, edit the currency of the bank if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Bank Details - Review screen appears. Verify the details, and click Confirm.

OR

Click Cancel to cancel the transaction.

OR
Click the Basic Details, Host Details, Branch Details, SMTP or Dynamic Module tabs to view and edit the respective details.
The screen with success message along with the reference number and status appears. Click OK 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 Edit 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.

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.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Branch Details - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – 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 SMTP details:

Click on System Configuration option on the dashboard and navigate to the SMTP tab. The default option is ‘View’.

Click Edit to edit the dynamic module SMTP details. The System Configuration – 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 sender email address and available for edit.
Recipient Email Address	Displays the recipient email address and available for edit.
Authentication Required	Select the check box, if authentication is required.
Username	Edit the username, if required.
Password	Edit the password if 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 the Send Test Email link to send a test mail. The message of successful testing appears.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration – SMTP - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Host Details, Bank Details, Branch Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – Dynamic Module

The dynamic modules corresponding to the selected host required to run the application are defined and configured by system administrator

The modules are included depending on the type of host selected.

System Configuration - Dynamic Module – Brand - View and Edit

Using this option, the system administrator maintains the Brand configurations. These details once defined can be viewed and edited if required

To view and edit the Dynamic Module – Brand details:

Click on System Configuration option on the dashboard and navigate to the dynamic module – BRAND tab. The default option is ‘View’.

Field Description

Field Name	Description
Content Publisher URL	Specify the URL of the content publisher.
Content Server URL	Specify the URL of the content server.

In the Content Publisher URL field, edit the web address if required.
In the Content Server URL field, edit the web address if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Brand - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Branch Details tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – Dynamic Module – Other Module - View and Edit

Using this option, system administrator can 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 Edit to edit the Dynamic Module – Other Module. The System Configuration - Dynamic Module – Other Module screen appears in editable form.

Field Description

Field Name	Description
Host Name	Displays the host system for the channel banking platform and available for edit.
Application Server Port	Displays the application server port number and available for edit.
Port	Displays the port for the host system and available for edit.
Administrator Supported Auth Type	Displays the authorization type supported by the application for administrator users and available for edit.
Supported Soft Token	Displays the supported soft token type and available for edit.
Bank Code	Displays the unique identification code for the bank and available for edit.
TD Pool Code	Displays the pool code for TD account type and available for edit.
Branch Code	Displays the bank branch code and available for edit.
Host IP	Displays the Host IP of the selected host system and available for edit.
IPM Host application name	Displays the IPM host application name and available for edit.
Application Server Host	Displays the address of the application server host and available for edit.
Supported Auth Type	Displays the supported authorization type and available for edit.
Channel	Displays the channel as ‘IBInternet Banking’ to access the application and available for edit.
Allows Touch Point Level Limit Definition (Y/N)	Displays whether the touch point level limit definition is allowed or not and available for edit.
Flag to enable SSL	Displays if the flag for SSL needs to be enabled and available for edit.
Application Server Host	Displays the address of the application server host and available for edit.
Identification Types	Displays the identification type whether it is from local or remote and available for edit.
Corporate User Supported Auth Type	Displays the authorization type supported by the application for corporate users and available for edit.
Application Server Port	Displays the application server port number and available for edit.
Date Default	Displays the default date for the system and available for edit.
Port	Displays the port for the host system and available for edit.
Port	Displays the port for the host system and available for edit.
Web Server Host	Displays the address of the web server host and available for edit.
Retail User Supported Auth Type	Displays the authorization type supported by the application for retail users and available for edit.
IPM Host username	Displays the IPM host username and available for edit.
Currency Support In Approval Rules	Displays if currency as a parameter is supported in approval rules and available for edit.
FATCA Compliance check required (Y/ N)	Displays whether the FATCA compliance check is required or not and available for edit.
Anonymous Security Policy	Displays the security policy that is applicable for anonymous users i.e. users not logged in and available for edit.
Port	Displays the port for the host system and available for edit.
Host IP	Displays the Host IP of the selected host system and available for edit.
Host WSDL Version	Displays the host WSDL version number and available for edit.
IPM Host password	Displays the password for the IPM host system and available for edit.
Application Server Port	Enter the application server port number and available for edit.
Host Date	Enter the posting date of the host system and available for edit.
Allow Multiple Goods (Y/N)	Displays whether multiple goods are allowed or not and available for edit.
Anonymous Security Key Name	Displays the security key name for anonymous users and available for edit.
IPM Host port	Displays the IPM host port and available for edit.
Supported Auth Type	Displays the supported authorization type and available for edit.
IPM Host IP address	Displays the IP address for the IPM host system and available for edit.
Host IP	Displays the Host IP of the selected host system 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 Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Other Module - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Branch Details tabs tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Dynamic Module - Origination - View and Edit

Using this option, the system administrator maintains the origination modules. 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 Edit to edit the Dynamic Module – Origination. The System Configuration - Dynamic Module – Origination screen appears in editable form.

Field Description

Field Name	Description
Origination Date of Birth Limit Check	Displays the option for validating the date of birth limit i.e. Local / Remote and available for edit.
Auto Loan Product Code	Displays the host system product code for auto loans and available for edit.
Savings app status	Displays the savings application status and available for edit.
Auto Loan First Body Header Additional Value	Displays the value for additional parameter for auto loan and available for edit.
Current second body header function	Displays host system code for current account initiation stage and available for edit.
Personal loan header function	Displays the personal loan account header function and available for edit.
Current first body header function	Displays the current account first body header function and available for edit.
Savings second body header function	Displays the host system code for savings account initiation stage and available for edit.
Current Header Module	Displays the identifier of the module for current account and available for edit.
Auto loan header module	Displays the auto loan account header module and available for edit.
Savings Account Class	Displays the host system account class for savings account and available for edit.
Personal loan account class	Displays the personal loan account class and available for edit.
Savings second body header additional values	Displays the value of the additional parameter for savings account and available for edit.
Current Account Class	Displays the host system account class for current account and available for edit.
Co- Applicant Registration URL	Displays the URL for registration of the co-applicant and available for edit.
Personal Loan First Body Header Additional Name	Specify the value of the additional parameter for personal loan account.
Auto loan process code	Displays the host system process code and available for edit.
Auto loan first body header function	Displays the auto loan account first body header function and available for edit.
Current second body header action	Displays the current account second body header function and available for edit.
Savings Header Module	Displays the identifier of the module for savings account and available for edit.
Current application Category	Displays the current account application category and available for edit.
Auto Loan location	Displays the default location for auto loan account and available for edit.
Personal Loan Process Code	Displays the host system process code for personal loan and available for edit.
Personal Loan Header Module	Displays the module identifier for personal loan account and available for edit.
CASA Bundle Id	Displays the bundle Id for current and savings account and available for edit.
Current Header Function	Displays the host system code for current account initiation stage and available for edit.
Savings first body header function	Displays the host system stage code for savings account and available for edit.
Auto loan first body header action	Displays the auto loan account first body header action and available for edit.
Auto Loan Header Function	Displays the host system stage code for auto loan and available for edit.
Savings process code	Displays the savings account process code and available for edit.
Savings second body header additional name	Displays the name of the additional parameter and available for edit.
Savings first body header additional value	Displays the value of the additional parameter for savings account and available for edit.
Savings location	Displays the savings location and available for edit.
Personal loan product code	Displays the personal loan product code and available for edit.
Auto loan first body header additional name	Displays the auto loan account first body header additional name and available for edit.
Current second body header additional value	Displays the value 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.
Default Employer	Displays the value of default employer and available for edit.
Preferred Mode of Offer Document Delivery	Displays the preferred mode of delivery for the documents and available for edit.
Personal loan application category	Displays the personal loan application category and available for edit.
Savings first body header additional name	Displays the savings account first body header additional name and available for edit.
Auto loan application category	Displays the auto loan application category and available for edit.
Personal loan first body header function	Displays the host system stage code for personal loans and available for edit.
Current process code	Displays the host system process code for current account and available for edit.
Personal loan location	Displays the default location for personal loan account and available for edit.
Savings App State	Displays the host system code for savings account application state and available for edit.
Current first body header additional value	Displays the current account first body header additional value and available for edit.
Auto loan Account Class	Displays the host system account class for auto 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.
Personal loan first body header additional value	Displays the personal loan account first body header additional value and available for edit.
Savings Header Function	Displays the host system code for savings account initiation stage and available for edit.
Current location	Displays the default location for current account 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 Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Origination - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Branch Details tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Module - Common - View and Edit

Using this option, the system administrator maintains the common modules. 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 Edit 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 Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Common - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Branch Details tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

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