The Procedure User Guide helps you get started with Oracle Banking applications. This user guide explains the basic design of Oracle and the common operations that you can follow while using it. This userguide should be used as a supplement and must be read in conjunctionwith CommonCore, Security Management System and other application user guides.
You can access any application using the link provided by the administrator.
This section contains the following topics
1. Enter the URL in the browser address and press Enter. The application page appears.
2. Provide the required information:
3. Click Sign In to log into the application.
1. In the selected application > toolbar, click the user name logged into the application. The User Profile fly-out menu appears.
2. Click Log Out to sign out of the application
On successful login, the selected application appears depending on the user privileges. A sample illustration of the home page:
1. Hamburger Menu: Use to expand/collapse the menu.
2. Menu: Use to navigate/open the screens associated with the application.
3. Sub-Menu: Click the menu to view the sub-menu associated with the menu. These are screens associated with the menu.
4. Display Grid: Displays the screens/dashboards selected using the menu.
5. Bank Name: Displays the name of the bank.
6. Branch Code: Displays the branch associated with the bank. Click to select the branches associated with the logged in user.
7. Date: Displays the date on which the branch’s EOD was last performed.
8. User Profile: User profile related options and actions are available.
As a new user you might require to perform a set of tasks that are similar in all the screens such as to view, edit, delete existing records and more. These tasks explain how to begin working with your record:
Viewing Records |
Searching Records |
Editing Records |
Copying Records |
Unlocking Records |
Deleting Records |
Printing Records |
Authorizing Records |
Minimizing Records |
Closing Records |
When you are working with records, it is important to remember that the types of records you can create, view, edit, delete, and so onare determined by administrator settings, such as a userprofile orpermission set. Work with your administrator to ensure you have access to the records and data you need.
Now that you have learned how to work with your records, you might want to explore more advanced features.
You can view the summary of all the configured records in the selected summary screen. This helps you to find the required record faster. A few different ways to view the records are described.
The default summary view of the records are tile view. You can view the records that appear in a tile format.
Click List View, you can view the records that appear in a list view.
Click Flip View on the record, you can view the records that appear in a flip view.
1. In the selected screen, click Search, the fields associated with the selected screen appear in a dropdown menu.
2. Provide the required details associated with the selected screen.
3. Click Search to view the requested record.
Ensure you have the privileges and know the guidelines to modify the records.
1. In a selected screen, click a record and make the required changes to the record.
2. Click Save to save the modified record.
1. In a selected screen, click a record.
2. Click Copy to copy the selected record details and make the required changes to the record such as name.
3. Click Save to save the modified record.
1. In a selected screen, click a record.
2. Click Unlock to unlock the selected record details and make the required changes to the record such as name.
3. Click Save to save the modified record.
Ensure you have the privileges and know the guidelines to delete the records.
In a selected virtual page, select a record and click Delete to remove the record.
1. In a selected screen, click a record.
2. Click Print to view the record in a print format and print the records.
1. In the selected screen, click a record.
2. Click Authorize, the records associated with the selected screen that must be authorized appears.
3. Select the required record that must be authorized.
4. Click Approve to authorize the record.
In the selected screen, click Collapse to minimize the screen. The minimized screen appears at the bottom of the page.
In the selected screen, click Remove to close the screen. If you are in the middle of creating/ modifying the records in a selected screen, an error/warning message appears prompting to save the changes.
There are several actions that can be performed in a selected screen/dashboard.
There are mandatory and optional fields available for any screen. You can identify the mandatory field with (*) symbol. The mandatory fields are also highlighted as an error if the user does not enter any value for it.
1. Click Configure Tile, the Configure Dashboard Tile popup page appears.
2. Select the required options:
Allow the user to...
3. Click Close to update the dashboard widget configuration.
Click Remove to remove the dashboard widget from the landing page. The removed widgets are available under the Add Tiles option.
Select and drag the Drag to Reorder option to drop the dashboard widget at the desired place. The page is automatically refreshed and displays the updated order.
Click Expand Tile to view all the information of the dashboard widget. The expanded widget appears on a complete row to view more information.
1. Click Add Tiles to Dashboard to add more dashboard widget to the dashboard landing page. The Click on Tiles to Add Dashboard popup screen appears.
2. Click on the dashboard you want to add to the dashboard landing page.The page is automatically refreshed and displays the added dashboard widget.
Provides information about all the common fields available in the application.
Field |
Description |
Branch Code |
You can select a configured branch code which you want to associate with the selected screen. |
Maker |
Displays the name of the logged in user who created the record. |
Customer Number |
You can select a configured customer number which you want to associate with the selected screen. You can configure the customer number using the Create External Customer screen. |
Account Number |
You can select a configured account number which you want to associate with the selected screen. You can configure the account number using the Create External Customer Account screen. |
Source System |
You can select a configured source system which you want to associate with the selected screen. You can configure the source system using the Create Upload Source screen. |
Host Code |
You can select a configured host code which you want to associate with the selected screen. You can configure the host code using the Create Host Code screen. |
Currency |
You can select a configured currency which you want to associate with the selected screen. You can configure the currency using the Create Currency Definition screen. |
Status |
Displays the status of the record: ● Authorized: The record is verified and authorized. ● Unauthorized: The record is not verified. ● Open: The record is open and waiting for verification. ● Locked: The record is locked.
● Closed: The record is closed. |
Provides information about all the common buttons/icons used in the application.
Button/Icon |
Description |
New |
Creates a new record for the selected screen. |
Query |
View all the configured records for the selected screen. |
Unlock |
Unlock the configured record for the selected screen. |
Search |
Search the configured record and select the required record for the selected screen. |
Copy |
Copy the configured record, modify the details and save with a different name for the record. |
Delete |
Remove the configured record for the selected screen. |
Close |
Closes the configured record for the selected screen. |
Print view the configured record for the selected screen. |
|
Authorize |
Authorize the configured record for the selected screen. |
Audit |
Check the history of the configured records for the selected screen. |
Save |
Save the configured record for the selected screen. |
Cancel |
Discard the configured record before saving it. |
+ |
Add a row in the grid to provide the required record for the selected screen. |
- |
Remove a row in the grid for the selected screen. |
> |
Select a record and move it to the required selected list grid. |
> |
Select a record and move it back to the available list grid. |
|< |
Move all the available list of records to the selected list of grid. |
>| |
Move back all the selected list of records to the available list of grid. |