1. Preface

1.1 Introduction

This manual is designed to help acquaint you with the Intermediary module of Oracle FLEXCUBE.

In addition to this User Manual, you can find answers to specific features and procedures, in the Online Help. It can be invoked by choosing Help Contents from the Help Menu of the software. You can further obtain information about to a particular field by placing the cursor on the relevant field and striking the <F1> key on the keyboard.

1.2 Audience

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

Role

Function

Back office data entry clerk

Input functions for contracts

Back office managers/officers

Authorization functions

Product Managers

Product definition and authorization

End of Day operators

Processing during End of Day/ Beginning of Day

Financial Controller / Product Managers

Generation of reports

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

Description

Chapter 1

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

Chapter 2

Intermediary - An Overview gives a snapshot of the features that the module provides.

Chapter 3

Generic Maintenance discusses the details that need to be maintained in order to process transactions requiring intermediary services.

Chapter 4

Setting up a Product chapter talks about defining the attributes specific to setting up an intermediary product.

Chapter 5

Operations talks about commission calculation for intermediaries.

Chapter 6

Annexure A – Accounting Entries and Advices explains the types of accounting entries and advices generated for every event.

Chapter 7

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

1.5 Related Documents

You may need to refer to any or all of the User Manuals while working on the Intermediary module:

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