1. Preface

1.1 Introduction

This document is designed to help acquaint you with the features of Dashboard, which is the landing page of Oracle FLEXCUBE Enterprise Limits and Collateral Management. Information from multiple products is integrated and displayed as Dashboard on the home page of the application.

This manual explains the functionality of Dashboard facility and the various Dashboards present in the system. Besides providing these details, the manual also provides a list of Dashboards mapped to the role of the bank staff logged on to the system.

1.2 Audience

This manual is intended for the following User/User Roles:

Role

Function

Loan/Trade Officers

To view a summary of the transactions assigned to them, messages and EOD exceptions, if any

Loan/Trade Authorizers

To view unauthorized transactions assigned to them, mes­sages and EOD exceptions, if any

Loan/Trade Supervisors

To view subordinate wise summary report of the transac­tions, messages and EOD exceptions, if any

Branch/Relationship Managers

To view details of the transactions completed by them and their team

1.3 Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

1.4 Organization

This manual is organized into the following chapters:

Chapter 1

About this Manual gives information on the intended audience. It also lists the various chapters covered in this User Manual..

Chapter 2

An Overview gives an overview of the Dashboard facility in Oracle FLEXCUBE

Chapter 3

Dashboards gives detailed information on Dashboards assigned to each ‘User Role’ and also about the organization of these Dashboards

Chapter 4

Alerts discusses the user alerts feature of Oracle FLEXCUBE

Chapter 5

Function ID Glossary has alphabetical listing of Function/Screen ID's used in the module with page references for quick navigation.

 

1.5 Acronyms and Abbreviations

Abbreviation

Description

System

Unless and otherwise specified, it shall always refer to Oracle FLEXCUBE Enterprise Limits and Collateral Management

EOD

End of Day

DFI

Dashboard Function ID

1.6 Glossary of Icons

This User Manual may refer to all or some of the following icons.

Icons

Function

 

Exit

 

Add row

 

Delete row

 

Option List