Oracle FLEXCUBE Private Banking (FCPB) is integrated with Oracle FLEXCUBE DIRECT BANKING (FCDB). This integrated system will provide a single-sign-on to users for accessing Oracle FLEXCUBE Private Wealth Management screens. ’Wealth Management‘ tab would be provided on the FCDB Customer dashboard which will allow a wealth management customer to access the FCPB application.
The integrated system will also provide the aggregated holdings of the customer from the FCPB system, under each investment category.
This chapter contains the following sections:
The integrated system enables the user to view the Holdings/Investment-data available in FCPB if the logged in user is a Wealth Customer and has wealth portfolio in FCPB. The data is presented for all portfolio types i.e. Overall set of portfolios like RM Managed, Self Managed, Held Away and Discretionary.
The FCPB system displays the holding for a customer grouped by Instrument Type as shown in the below screenshot. This data will be passed on to FCDB via the interface. The integrated system excludes fetching the details for instrument Types like CASA and/or TD which are already present in the FCDB core banking system.
The investment portfolio of the customer is then displayed in the accounts summary section in the Integrated dashboard.