SYSTEM CONFIGURATION - OBPM
System configuration is an administrative maintenance to define the details required to set up the system.
Post successful installation of OBAPIs, the system administrator will have an option to define if the bank has multi entity setup enabled and whether data sharing is allowed between entities
Currently, the system supports only data sharing enabled and does not support data sharing as disabled
If multi entity is enabled, then the system administrator can create new entities along with definition of details. Once the entities are created, administrator can define system configuration details for each of the entities.
Following are the components that can be defined as part of system configuration.
As part of module details, the set of modules listed will be based on the host system selected.
Features supported in application
System Configuration allows the System Administrator
Administrator 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
How to reach here:
Administrator Dashboard > Common Services > System Configuration
System Configuration – Entity Definition
To set-up the system configuration:
- The Administrator logins in to the application using valid login credentials.
The System Configuration screen to configure multi entity set up appears.
System Configuration - Entity Setup
Field Description
|
Field Name |
Description |
|---|---|
|
Does your set up has Multi Entity? |
Option to decide whether the setup has multi entity or not. |
|
Entity Id |
Current entity id defined as part of the setup |
|
Entity Name |
Current entity name defined as part of the setup. |
- In the Does your set up has Multi Entity? field, select Yes to configure if the bank has multi entity implementation applicable.
OR
Select if the bank does not have multi entity setup applicable. - Click . The System Configuration - Multi Entity Setup details screen appear.
System Configuration - Multi Entity Setup
Field Description
|
Field Name |
Description |
|---|---|
|
Does your set up has Multi Entity? |
Option to select whether the setup has multi entity enabled or not. |
|
Does your setup has data sharing |
Option to select whether the setup has data sharing enabled between entities. |
|
Entity Id |
Unique Identification mapped to the default Entity. |
|
Entity Name |
Name of the default entity. |
|
Time Zone |
Time zone of the default entity. |
- In the Does your setup has data sharing field, select an appropriate option for data sharing between entities. Currently the system only supports an option of data sharing between entities as ‘Yes'.
- Click
to edit the details of the default entity if required.
OR
Select an appropriate Time zone from the list for the default entity. - Click Add Entity create a new entity. An additional row/section to enter the new entity details i.e. Entity ID, Entity Name and Time zone appears.
Field Description
|
Field Name |
Description |
|---|---|
|
Does your set up has Multi Entity? |
Option to select whether the setup has multi entity enabled or not. |
|
Does your setup has data sharing |
Option to select whether the setup has data sharing enabled between entities. |
|
Entity Id |
Enter the unique ID of the new entity being created |
|
Entity Name |
Enter the name of the new entity being created. |
|
Time Zone |
Select the Time zone from the list for the new entity being created. |
- In the Entity Id field, enter the entity id for the new entity being created.
- In the Entity Name field, enter the entity name for the new entity being created.
- From the Time Zone list, select the appropriate time zone for the new entity being created.
- Click
to save the entity details. - Click to edit the already added entity details.
OR
Click
to delete the entity details. - Click . The System Configuration Setup details screen appear.
OR
Click Add Entity to add more entities.
Field Description
|
Field Name |
Description |
|---|---|
|
Entities Name |
Name of the entities added to the setup. |
|
Select Host |
Select the host system for the channel banking platform. |
|
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 |
- Select the Host System as OBPM and start with configuration.
- 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 Hostfield, enter the address of the application server host.
- In the Application Server Port field, enter the port number of the application server.
- Click . The System Configuration – Host Details screen appears.
OR
Click 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 as IB |
- 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 as ‘IB’ to access the application.
- Click the Check Host Availability link to check the host availability. The message of successful testing appears.
- Click . The System Configuration – Bank Details screen appears.
OR
Click to go to the previous screen.
OR
Click 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. |
|
Allowed Account Types |
Select the allowed account types applicable for the bank. The options can be:
|
|
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 Allowed Account Type list, select the allowed account Types.
- From the Bank Currency list, select the appropriate currency.
- Click . The System Configuration – Branch Details screen appears.
OR
Click to go to the previous screen.
OR
Click 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. |
|
Region |
Select the region of bank payments. The options are:
|
- 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.
- From the Region list, select the appropriate region.
- Click . The System Configuration – Currency Payments screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – CurrencyA generally accepted form of money, including coins and paper notes, which is issued by a government and circulated with in an economy. Payments
Field Description
|
Field Name |
Description |
|---|---|
|
International Fund Transfer |
Specify the currencies that are applicable for international fund transfer transactions. |
|
International Draft |
Specify the currencies that are applicable for international draft transactions. |
- For the International Fund Transfer list, select the required currency.
- For the International Draft list, select the required currency.
- Click . The System Configuration – SMTP screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
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 . The System Configuration – Dynamic Module - Brand screen appears.
OR
Click to go to the previous screen.
OR
Click 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 . The System Configuration – Dynamic Module – Payments screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
- Click . The System Configuration – Dynamic Module – Payments screen appears.
System Configuration – Dynamic Module – Payments
Field Description
|
Field Name |
Description |
|---|---|
|
Claim Payment URL |
Enter the claim payment URL for the beneficiary to claim money transferred by the initiator. |
|
OBPM International Fund Transfer Network Code |
Enter the network code for OBPM international fund transfer. |
|
OBPM Domestic India Save Template? |
Specify whether the OBPM domestic India template is saved or not. |
|
OBPM Domestic India Prefunded Payments? |
Specify whether the prefunded payments for OBPM domestic India is available for edit. |
|
OBPM Self Fund Transfer Network Code |
Enter the network code for OBPM self fund transfer. |
|
External Payment Redirection URL |
Enter the URL for the external payments. |
|
OBPM User Id |
Enter the user id for OBPM. |
|
OBPM Domestic Draft Network Code |
Enter the network code for OBPM domestic draft. |
|
Corporate Service Charge Enabled (Y/N) |
Specify whether the corporate service charge is enabled or not. |
|
Max Multiple Bill Payment Limit for Corporate Users |
Enter the maximum number of bill payments that a corporate user can initiate in one go. |
|
OBPM Host port Number |
Enter the OBPM host port number. |
|
OBPM Domestic Draft Instrument Code |
Enter the instrument code for OBPM domestic draft. |
|
OBPM Domestic India Fund Transfer Network Code |
Enter the network code for OBPM domestic India fund transfer. |
|
OBPM Source Code |
Enter the source code for OBPM. |
|
OBPM Source Code |
Enter the source code for OBPM. |
|
SEPA Credit Payment - SI (Category) |
Enter the product category for SEPA credit payments with standing instructions. |
|
OBPM Host Code |
Enter the host code for OBPM. |
|
OBPM Payment Transaction Type Inward |
Enter the OBPM Payment for inward type of transaction. |
|
OBPM SEPA Direct Debit Network Code |
Enter network code for OBPM SEPA direct debit. |
|
OBPM Draft Cancellation Payment Mode |
Enter the payment mode for OBPM after draft cancellation. |
|
Retail Service Charge Enabled (Y/N) |
Specify whether the retail service charge is enabled or not. |
|
Enable Upcoming Payment Check (Y/N) |
Via this parameter, the administrator is able to specify whether the system is to check for upcoming scheduled transfers (via Standing Instructions or Pay Later) due to a payee within the next 'N' days for transfers Internal and Domestic at the time of transfer initiation towards a registered payee. |
|
OBPM Host IP Address |
Enter the host IP address for OBPM. |
|
Number of Days to Check Upcoming Payments |
Via this parameter, the administrator is able to define the number of days 'N' within which the upcoming payment is due to a payee in which case a warning message is to be displayed on the review page of transfer initiation. |
|
OBPM International Draft Payment Type |
Enter the OBPM Payment for international draft type of transaction. |
|
OBPM SEPA Credit Fund Transfer Network Code |
Enter the network code for OBPM SEPA credit fund transfer. |
|
OBPM Internal Fund Transfer Network Code |
Enter the network code for OBPM internal fund transfer. |
|
OBPM Domestic India Fund Transfer Payment Method |
Specify the mode of fund transfer and payment method for OBPM domestic India. |
|
Max Multiple Bill Payment Limit for Retail Users |
Enter the maximum number of bill payments that a retail user can initiate in one go. |
|
OBPM Payment Transaction Type Outward |
Enter the OBPM Payment for outward type of transaction. |
|
OBPM Domestic Draft Payment Type |
Enter the OBPM Payment for domestic draft type of transaction. |
|
OBPM International Draft Instrument Code |
Enter the instrument code for OBPM international draft. |
|
Max Multiple Transfer Limit for Retail Users |
Enter the maximum number of fund transfer that a retail user can initiate in one go. |
|
OBPM Home Branch Code |
Enter the OBPM home branch code. |
|
OBPM Instructed Currency Indicator |
Specify whether the OBPM instructed currency indicator is available or not. |
|
OBPM International Draft Network Code |
Enter the network code for OBPM international draft. |
|
OBPM Domestic India Fund Transfer Clearing System Id Code |
Enter the clearing system Id code for OBPM Domestic India fund transfer. |
|
Max Multiple Transfer Limit for corporate Users |
Enter the maximum number of fund transfer that a corporate user can initiate in one go. |
|
Process payment to next working (Y/N) |
Bank Administrator can set the parameter as when the payment is to be processed if initiated with date as holiday (for Pay Later or Repeat Transfer). By default the flag will be set as ‘Y’. If the flag is set as ‘Y’, the payment gets processed on ‘Next Value Date’ available in the Core Application If the flag is set as ‘N’, the payment gets processed as per instruction available in the Core Application. |
-
Note: The fields appearing in the System Configuration – Dynamic Module – Payments tab depends on the settings done at the back end and is dynamic in nature.
- Enter the required details in Payments section.
- Click . The System Configuration – Dynamic Module – Other Module screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module – Other Module
Field Description
|
Field Name |
Description |
|---|---|
|
Application Server Port |
Enter the application server port number. |
|
IPM Host password |
Specify the password for the IPM |
|
Port |
Specify the port for the host system. |
|
Port |
Specify the port for the host system. |
|
Host IP |
Specify the Host IP of the selected host system. |
|
IPM Host port |
Enter the IPM host port. |
|
Supported Soft Token |
Enter the supported soft token type. |
|
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. |
|
Host IP |
Specify the Host IP of the selected host system. |
|
Limits Effective from Same Day (Y/N) |
Specify if limits are effective from the same day or next day. |
|
IDCS Host IP |
Specify the Host IP of the IDCS host system. |
|
Corporate User Supported Auth Type |
Enter the authorization type supported by the application for corporate users. |
|
Application Server Host |
Enter the address of the application server host. |
|
Host Name |
Enter the host system for the channel banking platform. |
|
IPM Host username |
Specify the IPM host username. |
|
IPM Host application name |
Enter the IPM host application name. |
|
Supported Auth Type |
Enter the supported authorization type. |
|
Port |
Specify the port for the host system. |
|
Administrator Supported Auth Type |
Enter the authorization type supported by the application for administrator users. |
|
Deposit Installment Amount Limit |
Enter the maximum limit to deposit the installment amount. |
|
Application Server Host |
Enter the address of the application server host. |
|
Supported Auth Type |
Enter the supported authorization type. |
|
Channel |
Specify the channel as ‘IB’ to access the application. |
|
OAM OAuth IP |
Enter the IP address for OAM authorization. |
|
Flag to enable SSL |
Specify if the flag for SSL needs to be enabled. |
|
IDCS OBAPIs Client Id |
Specify the IDCS OBAPIs client unique identification number. |
|
OAM OAuth Port |
Enter the port number for OAM authorization. |
|
IDCS Connection Scheme |
Specify the IDCS connection scheme. |
|
IDCS Host Port |
Specify the port for the IDCS host system. |
|
Anonymous Security Policy |
Specify the security policy that is applicable for anonymous users i.e. users not logged in. |
|
Retail User Supported Auth Type |
Enter the authorization type supported by the application for retail users. |
|
TD Pool Code |
Specify the pool code for TD |
|
Feedback for a Transaction |
Select when the feedback for a transaction is required. |
|
Application Server Port |
Enter the application server port number. |
|
Branch Code |
Enter the bank branch code. |
|
Currency Support In Approval Rules |
Specify if currency as a parameter is supported in approval rules. |
|
Host Date |
Enter the posting date of the host system. |
|
Anonymous Security Key Name |
Specify the security key name for anonymous users. |
|
Deposit Cumulative Amount Limit |
Specify the consolidated limit for fixed deposit and recurring deposit together for PAN. |
|
IDCS OBAPIs Client Secret |
Specify the IDCS OBAPIs client secret number. |
|
IPM Host IP address |
Specify the IP address for the IPM host system. |
|
Web Server Host |
Enter the address of the web server host. |
|
Region |
Select the region of bank payments. The options are:
|
|
Identification Types |
Select the identification type whether it is from local or remote. |
|
Bank Code |
Enter the unique identification code for the bank. |
|
Allows Touch Point Level Limit Definition (Y/N) |
Specify whether the touch point level limit definition is allowed or not. |
|
Open Term Deposit Threshold Amount |
Enter the threshold amount for term deposit. |
|
Host WSDL Version |
Enter the host WSDL version number. |
|
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 . The System Configuration – Dynamic Module – Common screen appears.
OR
Click to go to the previous screen.
OR
Click 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 .
OR
Click to go to the previous screen.
OR
Click to cancel the transaction. - The success message along with the reference number and status appears.
Click to complete the process.
System Configuration – OBPM - 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.
- Click against the respective entity to edit the details i.e. Entity Name and Time Zone.
- Click to save the entity details.
- Click . The System Configuration - Basic Details screen with mapped entities appear.
- Select the entity for which you wish to edit the system configuration details.
To edit the basic details:
- The System Administrator logins in to the application using valid login credentials.
The System Configuration screen with multi entities appears in the editable form.
Note: Edit of entity details is the same as covered in the above section for UBS as the host system.
- Select the Host System as OBPM configuration.
- Click to edit the Basic Details. The System Configuration - Basic Details screen appears in editable form.
OR
Click to cancel the transaction.
Field Description
|
Field Name |
Description |
|---|---|
|
Entities Name |
Displays the name of the entities added to the setup. |
|
Web Server Host |
Displays the web server host details and available for edit. |
|
Web Server Port |
Displays the port 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 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 to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Basic Details - Review screen appears. Verify the details, and click .
OR
Click 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 to edit the Host Details. The System Configuration - Host Details screen appears in editable form.
OR
Click 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 as IB to access the application. |
|
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.
- Click the Check Host Availability link to check the host availability. The message of successful testing appears.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Host Details - Review screen appears. Verify the details, and click .
OR
Click 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 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 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. |
|
Allowed Account Types |
Select the allowed account types applicable for the bank. The options can be:
|
|
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, select the country of the bank if required.
- In the ZIP Code field, edit the city/ zip code of the bank if required.
- From the Allowed Account Type list, select the allowed account Types.
- From the Bank Currency list, edit the currency of the bank if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Bank Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR - Click the Basic Details, Host Details, Branch Details or Dynamic Module tabs to view and edit the respective details.
- The screen with success message of saving the system configuration along with the status appears. Click 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’.
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. |
|
Region |
Displays the region of bank payments as defined and available for edit. The options are:
|
- 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.
- From the Region list, select the appropriate region.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Branch Details - Review screen appears. Verify the details, and click .
OR
Click 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 to edit the SMTP. 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 email address of the sender and available for edit. |
|
Recipient Email Address |
Displays the email address of the recipient and available for edit. |
|
Authentication Required |
Select the check box, if authentication is required. |
|
Username |
Displays the user name and available for edit. |
|
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 to save the changes.
OR
Click to cancel the transaction. - The System Configuration – SMTP - Review screen appears. Verify the details, and click .
OR
Click 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 |
Displays the content publisher URL and is available for edit. |
|
Content Server URL |
Displays the content server URL and is available for edit. |
- 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 to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – BRAND - Review screen appears. Verify the details, and click .
OR
Click 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 - Payments - View and Edit
Using this option, system administrator can edit the payment module details.
To view and edit the Dynamic Module - Payments details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Payments tab. The default option is ‘View’.
- Click to edit the Dynamic Module – Payments. The System Configuration - Dynamic Module – Payments screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Claim Payment URL |
Displays the claim payment URL for the beneficiary to claim money transferred by the initiator and available for edit. |
|
OBPM International Fund Transfer Network Code |
Displays the network code for OBPM international fund transfer and available for edit. |
|
OBPM Domestic India Save Template? |
Displays whether the OBPM domestic India template is saved or not and available for edit. |
|
OBPM Domestic India Prefunded Payments |
Displays whether the prefunded payments for OBPM domestic India is available for edit. |
|
OBPM Self Fund Transfer Network Code |
Displays the network code for OBPM self fund transfer and available for edit. |
|
External Payment Redirection URL |
Displays the URL for the external payments and available for edit. |
|
OBPM User Id |
Displays the user id for OBPM and available for edit. |
|
OBPM Domestic Draft Network Code |
Displays the network code for OBPM domestic draft and available for edit. |
|
Corporate Service Charge Enabled (Y/N) |
Displays whether the corporate service charge is enabled or not and available for edit. |
|
Max Multiple Bill Payment Limit for Corporate Users |
Displays the maximum number of bill payments that a corporate user can initiate in one go and available for edit. |
|
OBPM Host port Number |
Displays the OBPM host port number and available for edit. |
|
OBPM Domestic Draft Instrument Code |
Displays the instrument code for OBPM domestic draft and available for edit. |
|
OBPM Domestic India Fund Transfer Network Code |
Displays the network code for OBPM domestic India fund transfer and available for edit. |
|
OBPM Source Code |
Displays the source code for OBPM and available for edit. |
|
OBPM Host Code |
Displays the host code for OBPM and available for edit. |
|
OBPM Payment Transaction Type Inward |
Displays the OBPM Payment for inward type of transaction and available for edit. |
|
OBPM SEPA Direct Debit Network Code |
Displays network code for OBPM SEPA direct debit and available for edit. |
|
OBPM Draft Cancellation Payment Mode |
Displays the payment mode for OBPM after draft cancellation and available for edit. |
|
Retail Service Charge Enabled (Y/N) |
Displays whether the retail service charge is enabled or not and available for edit. |
|
Enable Upcoming Payment Check (Y/N) |
Displays if the system needs to check for upcoming scheduled transfers (via Standing Instructions or Pay Later) due to a payee. |
|
OBPM Host IP Address |
Displays the host IP address for OBPM and available for edit. |
|
Number of Days to Check Upcoming Payments |
Displays the number of days to which the payment transaction is due for processing and available for edit. |
|
OBPM International Draft Payment Type |
Displays the OBPM Payment for international draft type of transaction and available for edit. |
|
OBPM SEPA Credit Fund Transfer Network Code |
Displays the network code for OBPM SEPA credit fund transfer and available for edit. |
|
OBPM Internal Fund Transfer Network Code |
Displays the network code for OBPM internal fund transfer and available for edit. |
|
OBPM Domestic India Fund Transfer Payment Method |
Displays the mode of fund transfer and payment method for OBPM domestic India and available for edit. |
|
Max Multiple Bill Payment Limit for Retail Users |
Displays the maximum number of bill payments that a retail user can initiate in one go and available for edit. |
|
OBPM Payment Transaction Type Outward |
Displays the OBPM Payment for outward type of transaction and available for edit. |
|
OBPM Domestic Draft Payment Type |
Displays the OBPM Payment for domestic draft type of transaction and available for edit. |
|
OBPM International Draft Instrument Code |
Displays the instrument code for OBPM international draft and available for edit. |
|
Max Multiple Transfer Limit for Retail Users |
Displays the maximum number of fund transfer that a retail user can initiate in one go and available for edit. |
|
OBPM Home Branch Code |
Displays the OBPM home branch code and available for edit. |
|
OBPM Instructed Currency Indicator |
Displays whether the OBPM instructed currency indicator is available or not and available for edit. |
|
OBPM International Draft Network Code |
Displays the network code for OBPM international draft and available for edit. |
|
OBPM Domestic India Fund Transfer Clearing System Id Code |
Displays the clearing system Id code for OBPM Domestic India fund transfer and available for edit. |
|
Max Multiple Transfer Limit for corporate Users |
Displays the maximum number of fund transfer that a corporate user can initiate in one go and available for edit. |
|
Process payment to next working (Y/N) |
Displays the parameter set as when the payment is to be processed, if initiated with date as holiday (for Pay Later or Repeat Transfer) and available for edit. If the flag is set as ‘Y’, the payment gets processed on ‘Next Value Date’ available in the Core Application. If the flag is set as ‘N’, the payment gets processed as per instruction available in the Core Application. |
Note: The fields appearing in the System Configuration – Dynamic Module – Payments tab depends on the settings done at the back end and is dynamic in nature.
- Edit the required Payments detail.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Payments - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Basic Details, Host Details, Bank Details, Branch Details, Currency Details, SMTP 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 – 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 to edit the Dynamic Module – Other Module. The System Configuration - Dynamic Module – Other Module screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Application Server Port |
Displays the application server port number and available for edit. |
|
IPM Host password |
Displays the password for the IPM host 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. |
|
Host IP |
Displays the Host IP of the selected host system and available for edit. |
|
IPM Host port |
Displays the IPM host port and available for edit. |
|
Supported Soft Token |
Displays the supported soft token type 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. |
|
Host IP |
Displays the Host IP of the selected host system and available for edit. |
|
Limits Effective from Same Day (Y/N) |
Displays if limits are effective from the same day or next day and available for edit. |
|
IDCS Host IP |
Displays the Host IP of the IDCS host system 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 Host |
Displays the address of the application server host and available for edit. |
|
Host Name |
Displays the host system for the channel banking platform and available for edit. |
|
IPM Host username |
Displays the IPM host username and available for edit. |
|
IPM Host application name |
Displays the IPM host application name and available for edit. |
|
Supported Auth Type |
Displays the supported authorization type 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. |
|
Deposit Installment Amount Limit |
Displays the maximum limit to deposit the installment amount and available for edit. |
|
Application Server Host |
Displays the address of the application server host and available for edit. |
|
Supported Auth Type |
Enter the supported authorization type and available for edit. |
|
Channel |
Displays the channel as ‘IB’ to access the application and available for edit. |
|
OAM OAuth IP |
Displays the IP address for OAM authorization and available for edit. |
|
Flag to enable SSL |
Displays if the flag for SSL needs to be enabled and available for edit. |
|
IDCS OBAPIs Client Id |
Displays the IDCS OBAPIs client unique identification number and available for edit. |
|
OAM OAuth Port |
Displays the port number for OAM authorization and available for edit. |
|
IDCS Connection Scheme |
Displays the IDCS connection scheme and available for edit. |
|
IDCS Host Port |
Displays the port for the IDCS host system 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. |
|
Retail User Supported Auth Type |
Displays the authorization type supported by the application for retail users and available for edit. |
|
TD Pool Code |
Displays the pool code for TD account type and available for edit. |
|
Feedback for a Transaction |
Displays when the feedback for a transaction is required and available for edit. |
|
Application Server Port |
Displays the application server port number and available for edit. |
|
Branch Code |
Displays the bank branch code and available for edit. |
|
Currency Support In Approval Rules |
Displays if currency as a parameter is supported in approval rules and available for edit. |
|
Host Date |
Displays the posting date of the host system and available for edit. |
|
Anonymous Security Key Name |
Displays the security key name for anonymous users and available for edit. |
|
Deposit Cumulative Amount Limit |
Displays the cumulative limit to deposit the amount and available for edit. |
|
IDCS OBAPIs Client Secret |
Displays the IDCS OBAPIs client secret number and available for edit. |
|
IPM Host IP address |
Displays the IP address for the IPM host system and available for edit. |
|
Web Server Host |
Displays the address of the web server host and available for edit. |
|
Region |
Displays the region of bank payments and available for edit. The options are:
|
|
Identification Types |
Displays the identification type whether it is from local or remote and available for edit. |
|
Bank Code |
Displays the unique identification code for the bank 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. |
|
Open Term Deposit Threshold Amount |
Displays the threshold amount for term deposit and available for edit. |
|
Host WSDL Version |
Displays the host WSDL version number 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 to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Other Module - Review screen appears. Verify the details, and click .
OR
Click 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 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 to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Common - Review screen appears. Verify the details, and click .
OR
Click 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.