Oracle FLEXCUBE facilitates the availability of the following Dashboards based on the ‘User Role’ you are mapped to:
Each ‘User Role’ would not require all of the above, hence the system enables grouping of these Dashboards based on the ‘User Role’.
The following sections explain, in detail, the features associated with each Dashboard, the groups, and the ‘User Role’ associated with each group.
This chapter contains the following sections
Loan Officer of a Bank generates loans for the bank and maintains complete details related to loan transactions. Also, monitors, analyzes, and assess the credit worthiness of the borrowers. The following Dashboards are made available to assist a Loan Officers in their assignments:
This section contains the following topics
‘My Transaction Event Status’ Dashboard displays the event status of authorized and authorized transactions of CL, LE, CI, and MO accounts; processed by the Maker for the current date and event wise. The Dashboard displays the following transaction details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the ‘Account Number’ column. Click the link to invoke the corresponding contract detailed screen based on the module of the account and the event of the contract. However;
‘Parked Loans’ Dashboard displays the loan transactions of CL, LE, CI, and MO; which are put on hold for pending information. This Dashboard facilitates working on the pending information required in completing the transactions without any delay. The Dashboard displays the following details of the transactions on hold, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the ‘Account Number’ column. Click the link to invoke the corresponding contract detail screen.
‘EOD Exceptions’ Dashboard lists the EOD exceptions of the loan accounts encountered for previous and current working day. The Dashboard displays the following details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the account number column. Click the link to invoke the ‘EOD Exception Query’ screen.
This screen displays the following, EOD message and event details, for the contract event screen:
‘Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
The following details of the message are displayed in the Dashboard:
A hyperlink is provided to the Message ID column. Click the link to invoke the ‘Bulletin Detail’ screen.
For further details about Bulletin Board, refer ‘Bulletin_Board’ User Manual.
A loan officer of the Bank will have a watch on loan transactions;
‘Watch List Accounts’ Dashboard displays this watch list of authorized loan accounts; assigned to the Maker for the current date and latest event. The Dashboard displays the following transaction details after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the account number column. Click the link to invoke the corresponding contract detailed screen.
‘Wakala to Murabaha Conversion’ Dashboard displays a list of Wakala transaction to be converted to Murabaha on the current day, based on Wakala mature days configured at ‘RM Report Parameterization’ level. The Dashboard displays the following transaction details after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the account number column. Click the link to invoke the corresponding ‘Wakala Contract Detailed’ screen
Loan Authorizer of a Bank approves loans for the bank and evaluates credit records and payment histories of the customer, to decide on approving the loans. The following Dashboards are made available to assist a Loan Authorizers in their assignments:
This section contains the following topics
‘Pending New Loans’ Dashboard displays the list of new CL, CI, MO, and LE loan transactions, which are pending for approval; assigned to the role. The Dashboard displays the following transaction details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the ‘Account Number’ column. Click the link to invoke the corresponding contract detailed screen, based on the module of the account and the event of the contract.
Note
Accounts with current event as Book/INIT are listed.
‘Pending Life Cycle Events’ Dashboard displays a list of VAMI, Rollover, Payment, and Re-Nego loan contracts of CL, CI, MO, and LE; which are pending for authorization. The Dashboard displays the following details of the transactions on hold, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the ‘Account Number’ column. Click the link to invoke the corresponding contract event screen or current event authorization screen.
Note
Accounts with current event other than Book/INIT are listed.
‘EOD Exceptions’ Dashboard lists the EOD exceptions of the loan accounts encountered for previous and current working day. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
For further details on ‘EOD Exceptions’ Dashboard, refer ‘EOD Exceptions’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
‘Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
For further details on Bulletin Board Dashboard, refer ‘Bulletin Board’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Loan Supervisor of a Bank manages the Loan Servicing Department of the bank. Also, directly supervisors the duties of department staff, coordinates with the staff for coverage in related areas of the department. The following Dashboards are made available to assist a Loan Supervisors in their assignments:
This section contains the following topics
‘Loan User Event Wise Report’ Dashboard displays the user event wise report for; unauthorized and authorized loan transactions of the current date and all on-hold loan transactions of the Users. The Dashboard displays the following transaction details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
A hyperlink is provided to the ‘User ID’ column. Click the link to invoke the corresponding ‘Loan Transaction Query Status’ screen with the contract details processed by the user. The following details are displayed:
‘EOD Exceptions’ Dashboard lists the EOD exceptions of the loan accounts encountered for previous and current working day. The system also validates if the current user has multi-branch/centralized access to display other branch accounts.
For further details on ‘EOD Exceptions’ Dashboard, refer ‘EOD Exceptions’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
For further details on Bulletin Board Dashboard, refer ‘Bulletin Board’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Trade Maker of a Bank generates Trade contracts for the bank and maintains complete details related to Trade transactions. Also, monitors, analyzes, and assess the credit worthiness of the transactions. The following Dashboards are made available to assist a Trade Makers in their assignments:
This section contains the following topics
‘My Transaction Event Status’ Dashboard displays the status of authorized and unauthorized Trade transactions; assigned to the role for the current date and event wise processed by the ‘User’. The Dashboard displays the following transaction details after verifying the ‘DFI mapped, validating if the ‘Show Dashboard’ check box is checked, and verifying the multi-branch accessibility:
Note
A hyperlink is provided to the ‘Contract Reference Number’ column. Click the link to invoke the corresponding contract detailed screen based on the module of the account and the event of the contract. However;
‘Parked Loans’ Dashboard displays the trade transactions, which are put on hold for pending information for the current date and latest event. This Dashboard facilitates working on the pending information required in completing the transactions without any delay. The Dashboard displays the following details of the transactions on hold, after verifying the DFI mapped, validating if the ‘Show Dashboard’ check box is checked, and verifying the multi-branch accessibility:
A hyperlink is provided to the ‘Reference Number’ column. Click the link to invoke the corresponding contract detail screen.
‘EOD Exceptions’ Dashboard lists the EOD exceptions that Trade Maker has encountered for previous and current working day for a particular branch or based on Multibranch role mapping for that User.
For further details on ‘EOD Exceptions’ Dashboard, refer ‘EOD Exceptions’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
‘Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
For further details on Bulletin Board Dashboard, refer ‘Bulletin Board’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Trade Authorizer of a Bank approves trades for the bank and evaluates he contract details and checks the credit worthiness, to decide on approving the contracts. The following Dashboards are made available to assist a Loan Authorizers in their assignments:
This section contains the following topics
‘Pending New Contracts’ Dashboard displays the list of new Trade transactions, which are pending for approval; assigned to the role. The Dashboard displays the following transaction details, after verifying the DFI mapped, validating if the ‘Show Dashboard’ check box is checked, and verifying the multi-branch accessibility:
A hyperlink is provided to the ‘Reference Number’ column. Click the link to invoke the corresponding contract detailed screen.
‘Pending Life Cycle Events’ Dashboard displays a list of AMND, Rollover, AVAL, Liquidation etc, of trade contracts; which are pending for authorization. The Dashboard displays the following details of the transactions on hold, after verifying the DFI mapped, validating if the ‘Show Dashboard’ check box is checked, and verifying the multi-branch accessibility:
A hyperlink is provided to the ‘Reference Number’ column. Click the link to invoke the corresponding contract event screen or current event authorization screen.
‘EOD Exceptions’ Dashboard lists the EOD exceptions that Trade Authorizer has encountered for previous and current working day for a particular branch or based on Multibranch role mapping for that User.
For further details on ‘EOD Exceptions’ Dashboard, refer ‘EOD Exceptions’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
‘Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
For further details on Bulletin Board Dashboard, refer ‘Bulletin Board’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Trade Supervisor of a Bank manages the Trade Servicing Department of the bank. Also, directly supervisors the duties of department staff, coordinates with the staff for coverage in related areas of the department. The following Dashboards are made available to assist a Trade Officers in their assignments:
This section contains the following topics
‘Trade User Event Wise Report’ Dashboard displays the user event wise report for the trade transactions which are unauthorized, authorized, or on-hold, for the current date. The Dashboard displays the following transaction details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
A hyperlink is provided to the ‘User ID’ column. Click the link to invoke the corresponding ‘New Trade Transaction Query Status’ screen with the contract details processed by the user. The following details are displayed:
‘Trade Re-assignment’ Dashboard displays the list of trade contracts, which are on-hold. The Trade Supervisor of the bank can checks the number of contracts available with each User and can reassign the contracts to a different User, if needed. The Dashboard displays the following transaction details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
A hyperlink is provided to the ‘Contract Reference’ column. Click the link to invoke the corresponding ‘Trade Re-assignment’ screen with the contract details processed by the user.
‘EOD Exceptions’ Dashboard lists the EOD exceptions that Trade Supervisor has encountered for previous and current working day for a particular branch or based on Multibranch role mapping for that User.
For further details on ‘EOD Exceptions’ Dashboard, refer ‘EOD Exceptions’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
‘Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
For further details on Bulletin Board Dashboard, refer ‘Bulletin Board’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Branch Manager supervises the daily operations of the Bank. Also, directs the bank branches and department, resolves the customer issues and ensures maintenance of service standards. The following Dashboards are made available to assist Branch Managers in their assignments:
This section contains the following topics
‘TDs Maturing Details’ Dashboard displays a list of TDs which are maturing in next ‘X’ days, based on the mature days maintained at ‘RM Report Parameter’ level, for the ‘Branch manager’ role. Both multi branch access and centralized role are supported for this Dashboard. The Dashboard displays the following transaction details, after verifying the DFI mapped, validating if the ‘Show Dashboard’ check box is checked, and verifying the multi-branch accessibility:
A hyperlink is provided to the ‘Account Number’ column. Click the link to invoke the corresponding ‘TD Account’ screen. The ‘RM Report Parameters’ facilitates configuration of the TD mature days.
‘Loans Maturing Details’ Dashboard displays a list of loans which are maturing in next ‘X’ days, based on the mature days maintained at ‘RM Report Parameter’ level, for the ‘Branch manager’ role. Both multi branch access and centralized role are supported for this Dashboard. The Dashboard displays the following CL, LE, CI, COM and MO contract details, after verifying the DFI mapped, validating if the ‘Show Dashboard’ check box is checked, and verifying the multi-branch accessibility:
A hyperlink is provided to the ‘Account Number’ column. Click the link to invoke the corresponding ‘Loan Account’ screen. The ‘RM Report Parameters’ facilitates configuration of the Loan mature days.
‘Business Opportunities’ Dashboard displays list of customers who are eligible for the schemes in the current branch for the current date. Both multi branch access and centralized role are supported for this Dashboard. The Dashboard displays the following details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
A hyperlink is provided to the ‘Customer ID’ and ‘Scheme’ column. Click ‘Customer ID’ link to invoke the corresponding ‘Customer Scheme Linkages’ screen. Click ‘Scheme’ link to invoke the corresponding ‘Scheme Details’ screen. Click ‘More’ to invoke the ‘Scheme Summary’ screen.
Bank Manager of the bank monitors the accounts with available amount less than the threshold amount and then informs the customer to maintain the minimum threshold amount in the account. Both multi branch access and centralized role are supported for this Dashboard. The Dashboard displays the following details based on the negative balance threshold parameter maintained at ‘RM Report parameterization’ level, after verifying the DFI mapped, validating if the ‘Show Dashboard’ check box is checked, and verifying the multi-branch accessibility:
A hyperlink is provided to the ‘Account Number’ column. Click ‘Account Number’ link to invoke the corresponding ‘Account Maintenance’ screen.
Bank Manager of the bank monitors the accounts which are pending for authorization. The Dashboard displays the following details of loan, CASA, and TD accounts for the current branch, which are pending for approval, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
A hyperlink is provided to the ‘Account Number’ column. Click ‘Account Number’ link to invoke the corresponding ‘Account Maintenance’ screen.
‘Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
For further details on Bulletin Board Dashboard, refer ‘Bulletin Board’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Relationship Manager is the contact point for a customer within the bank. They communicate among different groups of people for complaints and to resolve problems. They also help the bank in improving trade by promoting the products, services, and solutions to the customers. The following Dashboards are made available to assist Relationship Managers in their assignments:
This section contains the following topics
‘Business Opportunities’ Dashboard displays list of RM customers who are eligible for the schemas in the current branch for the current date. The Dashboard displays the following details, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
A hyperlink is provided to the ‘Customer ID’ and ‘Scheme’ column. Click ‘Customer ID’ link to invoke the corresponding ‘Customer Scheme Linkages’ screen. Click ‘Scheme’ link to invoke the corresponding ‘Scheme Details’ screen. Click ‘More’ to invoke the ‘Scheme Summary’ screen.
‘Business Done for the Month – Self’ Dashboard displays the details of the business done by the relationship manager for the month. It also lists the current local branch customers mapped to RM, the active accounts, and the sum of amount grouped based on the module, customer, product and currency. The Dashboard displays the following details for the loan, CASA, and TD accounts, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
‘Business Done for the Month – Team’ Dashboard displays the details of the business done by the RM and their sub-ordinates for the month. It also lists the current local branch customers mapped to RM’s sub-ordinates, the active accounts, and the sum of amount grouped based on the module, customer, product, currency, and maker ID. The Dashboard displays the following details for the loan, CASA, and TD accounts, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
‘Customer Upgrade/Downgrade’ Dashboard displays list of customers who had a change in the credit rating, on the current date. It lists the current local branch customers mapped to RM. This Dashboard lists customers mapped to logged RM, whose credit rating changed as on the current date. The Dashboard displays the following, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
‘Loans & TD’s Maturing’ Dashboard displays list of Loans and TD accounts which will mature within the specified days, based on the parameters maintained at ‘RM Report Parameterization’ level. It lists Loan and TD accounts in current branch, for customers mapped to logged RM. The Dashboard displays the following details for the CL, MO, CI, LE loan accounts, and TD accounts for the current branch, after verifying the DFI mapped and validating if the ‘Show Dashboard’ check box is checked:
A hyperlink is provided to the ‘Account Number’ column. Click the link to invoke the corresponding ‘Loan/TD Account Details’ screen.
‘Bulletin Board’ Dashboard lists all or any of the following bulletin messages configured to you across all branches:
For further details on Bulletin Board Dashboard, refer ‘Bulletin Board’ section under ‘Loan Officer (Maker) Dashboard’ section of this chapter.
Oracle FLEXCUBE allows you to configure dashboards with multiple queues, count various queues and map dashboards to specific user roles or users.
Following are the features of Origination Dashboards:
Note
Each dashboard has minimum one to maximum six frames.
Following are the pre-configured dashboards available in the system:
You can click on workflow reference number to launch the application. The system launches the queue on click of the queue name in the count dashboards.
In addition to the pre-configured dashboards, you can create additional dashboards using the ‘Origination Dashboard Maintenance’ screen.
For more details on Origination Dashboard Maintenance’, refer section titled, ‘Maintaining Origination Dashboard Details’ in chapter, ‘Maintenances’ in this User Manual.
As mentioned earlier, you can position and sequence individual dashboards based on DFI mapping. The system facilitates filtering of Dashboards. The function ID assigned to each dashboard and the criteria based on which each Dashboard is filtered is detailed in the following table:
Function ID |
Dashboard name |
Filter Criteria |
Order Criteria |
Loan Maker |
|||
CLSLNTXS |
My Transaction Event status |
CL, LE, MO, CI, Commitment Authorised/Unauthorised Event wise Accounts for the Maker. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Account Number in ascending order, Event Sequence Number in descending order |
CLSLNPKD |
Parked Loans |
CL, LE, MO, CI, Commitment On-Hold Accounts for the Maker. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Last updated date aged one first |
CSSEODEX |
EOD Exceptions |
CL, LE, MO, CI, Commitment Accounts gone into EOD exception from last working day to current branch date. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Account Number in ascending order |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the required role and are active. |
Order by Message Reference Number |
CLSLNWAT |
Watch list transactions |
CL, LE, MO, CI, Commitment Authorised Accounts of latest event for the Maker ,which has overdue of any components equal to or greater than one day. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Account Number in ascending order |
CLSLNWTM |
Wakala to Murabaha |
CI Authorised Accounts of latest event for the Maker based on the Wakala expiry days set at RM Parameterisation Maintenance (includes from and to date). Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Account Number in ascending order |
Loan Authorizer |
|||
CLSLNPEN |
Pending New Loans |
CL, LE, MO, CI, Commitment Accounts of latest event wise to the assigned user as per the operational hierarchy. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Account Number in ascending order |
CLSPNLCE |
Pending Life cycle events |
CL, LE, MO, CI, Commitment Accounts of latest event wise to the assigned user as per the operational hierarchy. Based on branch access permissions Current branch/Multi Branch/Centralized. All events other than BOOK and INIT. |
Order by Account Number in ascending order |
CSSEODEX |
EOD Exceptions |
CL, LE, MO, CI, Commitment Accounts gone into EOD exception from last working day to current branch date. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Account Number in ascending order |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the required role and are active. |
Order by Message Reference Number |
Loan Supervisor |
|||
CLSLNURP |
Loan User Event Wise Dashboard |
Event wise Count of the Submitted/Authorised/Parked CL, LE, MO, CI, and Commitment Accounts of the Maker, Authoriser and Supervisor User Id. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by User ID |
CSSEODEX |
EOD Exceptions |
CL, LE, MO, CI, Commitment Accounts gone into EOD exception from last working day to current branch date. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by Account Number in ascending order |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the required role and are active |
Order by Message Reference Number |
Trade Maker |
|||
LCSTMSTS |
My Transaction Event status |
LC, BC, LI and IB Authorised/Unauthorised Event wise contracts for the Maker. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by contract reference Number in ascending order, Event Sequence Number in descending order |
LCSTMPAT |
Parked Transactions |
LC, BC, LI and IB contracts Put on hold for the maker. Based on branch access permissions Current branch/Multi Branch/Centralized |
Order by Last updated date aged first |
LCSEODTX |
EOD Exceptions |
LC, BC, LI and IB contracts gone into EOD exception from last working day to current branch date. Based on branch access permissions Current branch/Multi Branch/Centralized |
Order by contract reference Number in ascending order |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the Trade maker role, Active |
Order by Message Reference Number |
Trade Authorizer |
|||
LCSTAPEN |
Pending new contracts |
LC, BC, LI, IB contracts with BISS, INIT, BOOK, BCFM, BADV and BPRE triggered pending for authorization. Based on branch access permissions Current branch/Multi Branch/Centralized and to the assigned user as per the operational hierarchy |
Order by contract reference Number in descending order. |
LCSTAPLC |
Pending Life cycle events |
LC, BC, LI, IB with Latest Event other than new contracts pending for authorization. Based on branch access permissions Current branch/Multi Branch/Centralized and to the assigned user as per the operational hierarchy |
Order by contract reference Number in descending order. |
LCSEODTX |
EOD Exceptions |
LC, BC, LI and IB contracts gone into EOD exception from last working day to current branch date. Based on branch access permissions Current branch/Multi Branch/Centralized |
Order by contract reference Number in ascending order |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the Trade Authoriser role, Active |
Order by Message Reference Number |
Trade Supervisor |
|||
CSSTRURP |
Trade User Event wise Report |
Event wise Count for the Submitted/Authorised/Parked LC, BC, LI, IB contracts of the Maker, Authoriser and Supervisor User Id. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order By User ID |
CSSTRRAS |
Trade Reassignment |
LC, BC, LI and IB contracts Put on hold in the system. Based on branch access permissions Current branch/Multi Branch/Centralized and as per the operational hierarchy maintained. |
Order by contract reference Number in ascending order |
LCSEODTX |
EOD Exceptions |
LC, BC, LI and IB contracts gone into EOD exception from last working day to current branch date. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by contract reference Number in ascending order |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the Trade Supervisor role, Active |
Order by Message Reference Number |
Branch Manager |
|||
CLSBTDMD |
TD’s Maturing Details |
All TDs (Normal, Recurrent Deposit, Auto Deposit) that are getting matured in next X days (RM Param) including from and to date. Based on branch access permissions Current branch/Multi Branch/Centralized. |
Nearest Maturity first |
CLSBLNMD |
Loan’s Maturing Details |
All Loans (CL, LE, MO, CI, COM) Active accounts, that are getting matured in next X days (RM Param) including from and to date Based on branch access permissions Current branch/Multi Branch/Centralized. |
Nearest Maturity first |
CLSBBOPP |
Business Opportunities |
Relation ship pricing Open & Active scheme with active linkage to RP Customer for logged in branch |
Order by Cust ID |
CLSBWLST |
Watch List Accounts |
Accounts having account currency available balance below negative threshold balance set at RM Param Based on branch access permissions Current branch/Multi Branch/Centralized. |
Order by account number |
CLSBPNAU |
Pending Authorization transactions |
Pending auth transactions of CASA, TD (Normal, Recurrent Deposit, Auto Deposit), Loans(CL, LE, MO, CI) accounts for the Current branch. |
Group by module code, order by customer ID |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the required role and are active. |
Order by Message Reference Number |
Relationship Manager |
|||
CSSRMBOP |
Business Opportunities |
Relation ship pricing Open & Active scheme with active linkage to RP Customer of the RM |
Order by Cust ID |
CSSRMBS |
Business done for the month - self |
Arithmetic sum of contract amount (TD-Deposit, Loan-Amount Financed, CASA- Account CCY available balance) grouped by Module, Customer, Product and Currency. CL, LE, MO, CI/TDs (Normal, Recurrent Deposit, Auto Deposit)/CASA booked for customer attached with logged in RM for the current branch and month |
Grouped by Module, Customer, Product and Currency and Order by Cust ID |
CSSRMBT |
Business done for the month - Team |
Arithmetic sum of contract amount (TD-Deposit, Loan-Amount Financed, CASA- Account CCY available balance) grouped by Module, Customer, Product and Currency. CL, LE, MO, CI/TDs (Normal, Recurrent Deposit, Auto Deposit)/CASA booked for customer attached with logged in RM and subordinate RM for the current branch and month |
Grouped by Module, Customer, Product and Currency and Order by Cust ID |
CSDRMCU |
Customer Upgrade / Downgrade |
CREDIT_RATING modified on current date, current branch for the customer attached to logged in RM |
Order by Cust ID |
CSSRMTD |
Loan & TD account maturing |
CL, LE, MO, CI or TDs (Normal, Recurrent Deposit, Auto Deposit) getting matured within next X days (RM report parameter) including from and to date for the customer attached to logged in RM |
Order by Cust ID |
CSSBULBD |
Bulletin Board |
Bulletin messages mapped to the required role and are active. |
Order by Message Reference Number |