2. Getting Started with Oracle FLEXCUBE

This chapter explains the features of Oracle FLEXCUBE login window and the methods to change the user password. You will also find the features of Oracle FLEXCUBE Application Browser.

This chapter contains the following sections

2.1 Logging into Oracle FLEXCUBE

You will see the Login window on accessing Oracle FLEXCUBE. To get started, you need to login, using the appropriate User ID and password. The User ID is defined in the user profile created for you by your system administrator.

When you access the system, you will see the ‘Login’ screen.

To login to Oracle FLEXCUBE, you need to specify the following details:

Theme

Select a theme for the Oracle FLEXCUBE appearance. The following themes are available for selection:

By default, the system select Cadet Green as the application theme.

Font Size

Select a font size for the Oracle FLEXCUBE User Interface.

User ID

Specify the user ID. You can log into Oracle FLEXCUBE using the user ID provided by your system administrator. This field is not case-sensitive.

Password

Enter the password for the user ID specified in the above field. This field is case sensitive.

Once you have specified the above details, click ‘Sign In’ button.

If you have entered the correct user ID and password, the system will log you in and display the ‘Home’ tab of the ‘Application Browser’ screen. If the user ID or password is incorrect, the system will display the appropriate error message.

While creating the user profile, if the option ‘Force Password Change’ is checked, then the system forces you to change your password on first login. However, if the option is not checked, you may continue to use the same password.

The system disables the user profile under the following circumstances:

In case the user ID is disabled on any of the above grounds, the system displays a message that your user profile has been disabled. The users designated as Control Clerks can enable your user profile for you to use again. If you want to exit the system, click exit icon.

2.1.1 Multi Entity Enabled Oracle FLEXCUBE

Oracle FLEXCUBE allows you to enable multi entity to login to the respective entity application. Entity is a particular instance of FCUBS and each entity will pertain to its own database. The multiple entities will share a single application and single gateway.

You can login to the multi entity enabled application using your User ID and Password. The user ID and password for entity enabled application will be same as in the application without Entity.

Entity

Select the entity to connect the application to the respective entity from the drop-down list. The list displays all the valid entities maintained in the system.

Note

Each entity will have its own data store schema. All the entities should be in the same code-base.

2.2 Changing User Password

Oracle FLEXCUBE users can change their user passwords whenever required. The Control Clerks may also enable force password change and set a reminder to be displayed for the users whose password change is due.

User passwords in Oracle FLEXCUBE can be changed in two ways:

Periodic Password Change

A specific interval can be defined in Oracle FLEXCUBE for the user password change. Once the password change is due, on the immediate login attempt by the user, the system will display the ‘Password Change for User’ screen.

Manual Password Change

The user may also change the passwords at will. When you mouse over the logged user name, you will find the ‘User Action’ menu. Click the link ‘Change Password’. The system will display the ‘Change Password’ screen.

In the bank level parameters table, (accessible to users designated as Control Clerks), it can be indicated that a reminder or message should be displayed a fixed number of days before a password change is due.

For example, you may set at the bank level parameters that a password change reminder be displayed three days before the change is due. In that case, three days before the password change due date, you will see a reminder when you log into the system. The system will display this message at every login until the user changes the password.

2.2.1 Procedure to Change Password

Oracle FLEXCUBE allows you to change the user password at will. On the application toolbar, mouse over the logged user name. You will find the ‘User Action’ menu. Click the link ‘Change Password’.

Specify the following details:

Enter Old Password

Specify the current user password.

Enter New Password

Specify the new user password.

Confirm New Password

Specify the new user password again. The system will match it with the new password entered in the above field.

If the password does not match with the password entered in the above field, the password change will not be successful. The system will display an error message. You will be prompted to repeat the password change process.

Once you have entered the above details, click ‘Save’ button. On a successful password change, the system logs you out. You need to log in to the system again using the new password.

You may click ‘Cancel’ button to cancel the password change process anytime before saving it.

The system validates the new password based on the following criteria:

For example, at the Bank level the password repetition has been set to three. This means that your new password cannot be any of the last three passwords used by you.

2.3 The Application Browser

After you login to the application, the system displays the browser, also referred to as ‘Landing Page’ of the application browser.

The Landing page is divided into 3 sections:

The following tabs are available for selection in the ‘Toolbar’ of the landing page:

2.4 Application Toolbar

The application toolbar is placed at the top frame of the application browser.

The application toolbar has the following details:

The brand name/logo is displayed on the top left corner. You can set the required brand/logo in the properties file.

This section contains the following topics

2.4.1 Changing Branch

Keep the mouse over the branch code on the Application toolbar.

Under ‘Branch’ the following options are available:

2.4.2 Current User Session

The system displays the duration of the current user session.

The session continues as long as the user is active. However, if the user is inactive, the session will automatically end after a certain period of time, based on the settings in the properties file.

One minute before the session time out, you will get the following prompt:

“Your Oracle FLEXCUBE Universal Banking session will expire in 1 minute. Please initiate a transaction or close this screen to reactivate.”

If you do not close the prompt screen within the next one minute, the session will expire. However, if you close the prompt, the session is considered to be active and will continue until you become inactive for the duration required for session time out.

2.4.3 Window

When you launch a screen from the application, the system enables the ‘Window’ tab. If you launch more than a single screen, you can navigate to the screen of your choice through this tab. Click the tab, a drop down list appears from which you can select the screen you need to navigate to.

2.4.4 Default User

In the Application toolbar, you can find the option Default User option. Under Default User, the following options are available:

On selecting ‘Accessibility’ the following screen is displayed where you can see the access keys and the hot keys for the application.

For further details on this screen and the accessibility options, refer to the ‘Accessibility’ user manual.

On selecting ‘About’ option the version and license details about the application (Oracle FLEXCUBE) are displayed.

2.4.5 Executing User Actions

Oracle FLEXCUBE allows you to execute certain user actions from the Application Browser. Mouse over the user name displayed on the Application toolbar. You will get the following drop-down list.

You can perform the following user actions:

These user actions are discussed in detail under the following headings:

2.4.5.1 Setting User Hotkeys (Custom Shortcuts)

Oracle FLEXCUBE allows you to configure hotkeys or shortcut keys for specific function IDs that are frequently used. Once you configure such hotkeys, you can launch a specific screen using the hotkeys set for the corresponding function ID.

You need to map each required function ID to a hotkey using the ‘Hot Key Maintenance’ screen. To invoke this screen click ‘User Hotkey’ link under ‘User Action’. You can also invoke this screen by typing ‘SMDHOTKY’ in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button.

The following details are captured in this screen:

User ID

The system displays your user ID. The hotkeys configured using this screen will be applicable to the user ID displayed here.

Hot Key Details

You can map a function ID against each hotkey. The option list displays all valid function IDs available in Oracle FLEXCUBE. You can choose the appropriate one.

2.4.5.2 User Settings

Click the ‘User Setting’ button under ‘User Action’ to invoke ‘User Settings’ screen.

You can specify the following details:

Amount Format

Specify the amount format. Choose the appropriate one from the drop-down list.

Date Format

Specify the date format. Choose the appropriate one from the drop-down list.

Font Size

Select the font size from the drop-down list. The system displays the following values:

Theme

Specify the theme. Choose the appropriate one from the drop-down list.

Show Dashboards

Select an appropriate option to view the Dashboards assigned to you on the landing page, from the adjoining drop-down list. This list displays the following values:

Alerts On Home

Select an appropriate option to view the Alerts on the landing page, from the adjoining drop-down list. This list displays the following values:

Screensaver Intervals (in seconds)

The system defualts the screensaver interval based on the value maintained at the ‘SMS Bank Parameters Maintenance’ screen. However, you can modify it.

Number Format Mask

Select the number field format of mask number either in Million or in / Lakh from the following options:

This option is applicable on number field only if FORMAT_REQD is enabled in ODT for the required field.

For further details on enabling the format in ODT refer ODT user manual.

Note

Once you have set your preferences, click ‘Save’ button to apply the changes. The changed value for the screensaver interval gets reflected in User creation screen. To exit the screen without changing the preferences, click ‘Cancel’ button.

The system does not support the screensaver functionality if SSO is enabled.

2.4.5.3 Changing Password

Oracle FLEXCUBE allows you to change the user password at will. Under ‘User Action’, click the link ‘Change Password’.

2.4.5.4 Unlocking Screen Lockout

You can unlock the locked-out screen by entering the user password again. The account is locked after a certain number of incorrect passwords.

2.4.5.5 Viewing Performance Statistics

You can view the performance statistics for function IDs and actions using ‘MBean’ screen. The ‘MBean’ screen displays the information available in the server (MBean) and the information from the database.

To invoke this screen, click the link ‘Performance Statistics’ under User Action. You can also invoke this screen by typing ‘SMDMBEAN’ in the field at the top right corner of the Application toolbar and clicking the adjoining arrow button.

You can search for the details based on the following parameters:

Function ID

Specify the function ID of the screen whose performance you want to view. The system will display the performance statistics of the function ID specified here.

Action

Specify the action. The system will display the performance details of the above function ID for the action specified here.

The system displays the following details based on the specified values:

2.4.5.6 Debug Window

Click ‘Debug Window’ under the user actions to invoke the debug window.

The Debug Window option will be visible only to users who will have front end debug rights maintained.

2.4.5.7 Clearing Users

You can clear the users who are logged into the system using the ‘Clear User’ screen. Under the ‘User Actions’, click ‘Clear User’ button to invoke the screen. You can also invoke this screen by typing ‘CLRU’ at the top right corner of the application toolbar and clicking the adjoining arrow button.

Check the checkbox adjacent to the User ID you need to clear and then click ‘Clear’ button to clear the User ID.

For further details on Clearing User ID, refer to the section ‘Clearing a User ID’ in ‘Associated Functions’ chapter of SMS User Manual.

2.4.6 Sign off

Click ‘Sign off’ button on the Application toolbar to log out from the application.

2.5 Home

This section contains the following topics

2.5.1 Menu

Under ‘Menu’, you will be able to access the various Transaction screens, Queries, Maintenances etc. through this menu based on your user profile eligibility.

To begin with, only the names of the modules are displayed. To go to a particular screen, position your mouse pointer on the module and click on it. A list of functions available for that particular module will be displayed. Click on the particular function, a list of sub-functions or options available for that particular function will be displayed in an adjacent box.

Click on the option that you want to go to. The screen for the particular option will be displayed. If there are no options for a particular function, the function will be activated.

Only those functions to which you have access rights in a module are displayed. If you do not have access rights to the module then the module is not displayed.

When you invoke an existing record using the Application Browser, you cannot make modifications to it as the screen which you have invoked will be in the view mode. In case you want to make modifications to a record, you should click on unlock button to unlock this record. This will enable you to make the desired modifications.

When you click on the unlock button, you will observe all action buttons become disabled except the Save button. After you have made the required changes, click save icon to save your record. If you do not want to save the changes, click 'Exit' button and the messege “Do you want to cancel the operation?” gets displayed.

Click OK to save and you will be returned to the ‘Application Browser’ or the screen from where you invoked this action without saving the changes.

2.5.2 Function Search

You can search for Oracle FLEXCUBE functions and screens using the search option provided in the left pane of the Home tab.

Enter the search phrase in the search box provided above the menu and click the adjoining arrow button. The system displays the search results in a separate window.

The system displays the function IDs whose descriptions match with the search term that you have entered. The results also displays the location of each function in the Oracle FLEXCUBE menu and the name of the function as available in the menu.

The number of total search results is displayed at the top of the screen on the right hand side. Each page on this screen displays ten results. You can navigate to the other pages using the ‘Next’ button, ‘Previous’ button and the page number links provided at the bottom of the screen.

Click a result to view the corresponding screen. The system will open the screen in a separate window. You may carry out the regular operations that you can perform on the particular function screen.

Click ‘Exit’ button to exit from the search results screen.

2.5.3 Dashboard

Landing page is designed to display six Dashboards distributed in three rows with two Dashboards per row, without vertical scroll bar. These Dashboards provide comprehensive and consolidated snapshot in tiny windows, to access information easily.

For further details about Dashboard, refer ‘Dashboard’ User Manual.

2.6 Interactions

Under ‘Interactions’ tab, you can view the alerts, reminders and conversations that require your attention. Click ‘Interactions’ tab on the Application Browser.

This screen displays the details of the following user interactions:

These interactions are discussed in detail under the following headings.

This section contains the following topics

2.6.1 Alerts

Oracle FLEXCUBE allows you to define specific alerts for the users and bank customers. The ‘Alerts’ section of the ‘Interactions’ tab displays the alerts that require the user’s attention.

In this section, you can find the following details of the alert:

2.6.2 Reminders

Oracle FLEXCUBE allows you to define specific reminders for the users and bank customers. The ‘Reminders’ section of the ‘Interactions’ tab displays the reminder messages that require the user’s attention.

In this section, you can find the following details of the reminder:

Once you have taken required actions as mentioned in the reminder message, you may dismiss the message. To dismiss a reminder, check the ‘Dismiss’ checkbox against the respective reminder and click ‘Process’ button.

2.6.3 Interactions

Oracle FLEXCUBE allows you to create customer interactions and assign them to specific users for further action. The ‘Interactions’ section of the ‘displays the conversations that require the user’s attention.

In this section, you can find the following details of the conversation:

2.7 Customer

Select ‘Customer’ tab to initiate a customer session.

You can search the customer details based on one of the following parameters:

Search Parameter

Details

Customer number

Select the customer number from the option list.

You can also type in the full customer number. A part of customer num­ber or a wild card search character (%) is not supported.

Customer Full Name

Select the customer’s full name from the option list.

You can also enter the full name or a part of the customer name with a wild card search character (%).

Example: John Connor, %John%, %John, John%

Mobile Num­ber

Select the mobile phone number from the option list.

You can also type in the full mobile phone number. A part of mobile number or a wild card search character (%) is not supported.

Identifier Value

Select the identifier value from the option list.

You can also type in the full identifier. A part of identifier value or a wild card search character (%) is not supported.

Account Num­ber

Select the account number from the option list. The option list displays all valid CASA, TD and RD account numbers.

You can also type in the full account number. A part of account number or a wild card search character (%) is not supported.

Click ‘Search’ button. Based on the parameters specified, the system displays the customer records.

The search results contain the following details of the customer records that satisfy the search criteria:

You can use the navigate buttons on the top left side of the window to navigate to other result pages.

2.7.1 Viewing Customer Details

From the customer search results page, click ‘View Customer Details/Photo’ button against a customer name to view the details of the customer. The system displays Customer Details (STDCUSIG) screen.

This screen displays the following details of the customer.

2.7.2 Viewing Customer Account Details

From the customer search results page, double click a record to view the details of the customer’s accounts. You are navigated to the list of accounts screen. This screen shows the CASA, term deposits, recurring deposits, loan accounts and FX accounts of the customer.

Filter Criteria

You can filter the accounts listed in the result using any of the following filters:

Refresh Button

Click ‘Refresh’ button anytime during the session to view the updated balance in the accounts.

The List of Account screen shows various types of accounts under respective tabs. The account types and the details shown for each account type is given below.

Type of Account Tab

Account Details Displayed on Screen

CASA (Current and Savings Accounts)

Branch Code

Account Number

Account Description

Account CCY

Available Balance

Total Available Balance

Total Available Balance (LCY)

Status

Term Deposits

Account Number

Account Description

Maturity Date

Account CCY

Interest

Deposit Amount

Maturity Amount

Status

Recurring Deposits

Account Number

Account Description

Maturity Date

Account CCY

Interest

Installment Amount

Maturity Amount

Status

Loans

Account Number

Description

Account CCY

Principal Outstanding

Amount Financed

Status

FX

Contract Reference

Deal Type

Booking Date

Bought Currency

Bought Amount

Bought Value Date

Sold Currency

Sold Amount

Sold Value Date

Contract Status

2.7.2.1 Viewing Details of Selected Accounts

You can view the details of a selected account by double-clicking that row. The system displays the account details in a separate tab.

You can view the following details of the account in this screen:

Account Statement

From the Account Details screen, you can view the transactions of that account for a specific period. Specify the following parameters for account statement:

Period

Select the period for which the statement should be generated. The drop-down list displays the following options:

If you select Date Range, you must also specify the From and To dates in the below fields.

From

Specify the start date of the date range. This is applicable if the statement is being generated for a specific date range.

To

Specify the end date of the date range. This is applicable if the statement is being generated for a specific date range.

Once you have specified the above details, click the arrow button below to view the transactions in ‘Transaction Details’ grid.

Quick Links

There are few links on the selected account details for you to quickly perform some additional tasks on that account. Each link opens the respective screen. In the quick link transaction screen, the system would already have the entered the account number you are viewing

Quick links for each type of account is given in the below tables.

Quick Links for CASA

Link to click

Screen shown by system

Balance Enquiry

Customer Account Balance Query (ACDABLQY)

For details on Customer Account Balance Query, refer to Cur­rent And Savings Accounts User Guide.

Cash Deposit

Cash Deposit (1401)

For details on Cash Deposit, refer to Savings User Guide.

Funds Transfer Request

Funds Transfer Transaction Input (FTDTRONL)

For details on Funds Transfer Transactions, refer to Funds Transfer User Guide.

Account Master

Customer Accounts Maintenance (STDCUSAC)

For details on Customer Accounts Maintenance, refer to Cur­rent and Savings Accounts User Guide.

Cash Withdrawal

Cash Withdrawal

For details on Cash Withdrawal, refer to Savings User Guide.

Card

Card Master Maintenance Summary (STSCRDMS)

For details on Card Master Maintenance, refer to Debit Card Interface User Guide

Chequebook

Cheque Book Maintenance (CADCHBOO)

For details on Cheque Book Maintenance, refer to Current and Savings Account User Guide.

Quick Links for Term Deposits

Link to click

Screen shown by system

Deposit Master

Deposit Account Booking (STDCUSTD)

For details on Deposit Accounts, refer to Term Deposits User Guide.

Balance Query

Customer Account Balance Query (ACDABLQY)

For details on Customer Account Balance Query, refer to the Core Entities User Guide.

Deposit Redemption

Term Deposit Redemption Summary (ICSREDMN)

For details, refer to Term Deposits User Guide.

Deposit Audit Trail

Deposit Audit Trail (ACDAUDTR) in query mode

For details, refer to Term Deposits User Guide.

Deposit Amount Block

TD Account Block Summary (STSAMBLK)

For details, refer to Term Deposits User Guide.

Quick Links for Recurring Deposits

Link to click

Screen shown by system

Deposit Master

Deposit Account Booking (STDCUSTD) in query mode

For details on Deposit Accounts, refer to Term Deposits User Guide.

RD Schedule Enquiry

RD Schedule Enquiry (RDDSCHEQ)

For details, refer to Term Deposits User Guide.

RD Payment

Recurring Deposit Payment Input (ICDRDPMT)

For details, refer to Term Deposits User Guide.

Deposit Redemption

Term Deposit Redemption Summary (ICSREDMN)

For details, refer to Term Deposits User Guide.

Quick Links for Loans

Link to click

Screen shown by system

Loan Master

Loan Account Details (CLDACCNT) in query mode

For details, refer to Retail Lending User Guide.

Loan Disbursement

Manual Disbursement Summary (CLSMNDSB)

For details, refer to Retail Lending User Guide.

Loan Payment

Loan Payment Summary (CLSPYMNT)

For details, refer to Retail Lending User Guide.

Loan Amendment

Value Dated Amendments (CLDACCVM) in query mode

For details, refer to Retail Lending User Guide.

Account History

Loan Account History (CLDACHST) in query mode

For details, refer to Retail Lending User Guide.

Events Diary

Events Diary (CLDEVTQR) in query mode

For details, refer to Retail Lending/Mortgages User Guides.

Installment Query

Installment Query (CLDINSQR)

For details, refer to Retail Lending User Guide.

Loan Statement

Loan Statement (CLDLSTMT)

For details, refer to Retail Lending User Guide.

Quick Links for Recurring FX

Link to click

Screen shown by system

Contract Master

Foreign Exchange Contract Input (FXDTRONL)

Refer to Foreign Exchange User Guide for details.

Note

Quick links can be configured using Oracle FLEXCUBE Open Development Tools.

2.7.2.2 Alerts, Memos and Conversations

Below the list of accounts. You can also view the Alerts, Memos and Conversation to the customer. Click the Plus button to expand the view of these interactions.

On expanding the view, you can see the details of each interaction type as shown in the below table.

Interaction Type

Details Shown on Screen

Alerts

Subject

Message

Effective Date

Memos

Message

Effective Date

End Date

Conversations

Conversation Date

Subject

Conversation ID

Assigned To

Severity

Status Movement

2.7.2.3 Query/Modify

You can query and, if required, modify the customer related records in this section.

Click the respective link to query or edit the record. Each link opens the respective screen as given below.

Link to click

Screen shown by system

Customer Master

Customer Maintenance (STDCIF)

For details on Customer Maintenance, refer to Core Entities User Guide.

Signature Maintenance

Customer Signature and Image Upload (STSCIFIS)

For details on Signature Maintenance, refer to Signature Verifi­cation User Guide.

360 Degree View

360 Degree Customer View Entry Point (STSCUSVW)

For details on 360 Degree Customer view, refer to Core Enti­ties User Guide.

Limits Facility

Facilities Summary (GESFACLT)

For details on Facilities Summary, refer to Limits and Collater­als Management User Guide.

Collaterals

Collaterals Maintenance Summary (GESCOLLT)

For details on Collaterals Maintenance Summary, refer to Lim­its and Collaterals Management User Guide.

2.7.2.4 Open New Accounts/Conversation

You can open new accounts for the customer or start new conversations for the customer from the ‘Customer’ tab itself.

Click respective account type link to open new account. Each link opens the respective account screen as given below.

Link to click

Screen shown by system

CASA Account

Customer Accounts Maintenance (STDCUSAC)

For details on Customer Account Maintenance, refer to Cur­rent and Savings Account User Guide.

Recurring Deposit Account

Deposit Account Booking (STDCUSTD)

For details on Deposit Account Booking, refer to Term Deposit User Guide.

Term Deposit Account

Deposit Account Booking (STDCUSTD)

For details on Deposit Account Booking, refer to Term Deposit User Guide.

Loan Accounts

Loan Accounts (CLDACCNT)

For details on Loan Accounts, refer to Retail Lending user guide.

Standing Instruction

Collaterals Maintenance Summary (GESCOLLT)

For details on Collateral Maintenance, refer to Limits and Col­laterals Management User Guide.

Direct Debit

Transaction Input (PCDTRONL)

For details on Payments and Collections Transactions, refer to Payments and Collections User Guide.

Conversations

Conversation Input (ITDINTRN)

For details on Conversation Input, refer to Interaction User Guide.

FX

Foreign Exchange Contract Input (FXDTRONL)

For details on Foreign Exchange Contract Input, refer to For­eign Exchange User Guide.

You can use the navigate buttons on the left to navigate between the pages of records.

Note

If you start a transaction/query from account or customer level in the Customer tab, then you need not enter the Customer ID or Account and related fields as applicable for any transaction initiated within the session. However, you can override the defaulted details by selecting a different Customer ID and/or Account for any transaction, at any point of time.

2.8 Workflow

Select the ‘Workflow’ tab, to view the number of records available in each of the workflow stages.

You can query the workflow details by specifying any or all the following details:

Related Reference

Specify related reference number for which records need to be displayed.

Function ID

Specify the function ID for which records need to be displayed.

Transaction Sequence Number

Specify the transaction sequence number for which records need to be displayed.

Account Number

Specify account number for which records need to be displayed. The adjoining option list displays valid account numbers maintained. Select the appropriate one.

Branch

Specify code of branch for which records need to be displayed. The adjoining option list displays valid branch codes maintained. Select the appropriate one.

From Date

Specify the date from when records need to be displayed, from the adjoining calendar.

To Date

Specify the date till when records need to be displayed, from the adjoining calendar.

Click ‘Reset’ to reset the query options.

Click ‘Search’ button to initiate the query.

Based on the details specified, the system displays ‘Action Type’ and ‘Action Count’ records .

Use the navigation buttons to navigate between the result pages.

Click any record under ‘Action Type’, the system displays the following transaction details:

For the selected action, the system groups the transaction types and displays them in several groups. These are the possible groups:

Each group is configured against list of function IDs in the database, to filter the records for a specific action and group.

Click any record under ‘Transaction Type’, the system displays the transaction records grouped under different transaction types. The transaction details for each transaction type is displayed under a separate tab. Use the navigation buttons to navigate between the result pages.

Click the reference number of a transaction to view the details.

Note

2.9 Preferences

Under ‘Preferences’ tab, you can view the user details and dashboards. Click ‘Preferences’ tab on the Application Browser.

The ‘Preferences’ tab has two panes. The left pane displays the user details and user actions. The right pane displays the user dashboard and other relevant information based on the selections made on the left pane.

This section contains the following topics

2.9.1 Viewing User Details

The ‘User Details’ frame is at the top of the ‘Preferences’ tab.

You can view the following user details.

2.9.2 Viewing User Dashboard

You can view the user dashboard on the right side of the ‘Preferences’ screen. This dashboard displays the details of role mapping, limits and branches pertaining to the selected user.

You can view the following details of the selected user:

Role Mapping Details

This section displays the user role mapping details. You can find the following details pertaining to the selected user:

User Limits

This section displays the user limits details. You can find the following details pertaining to the selected user:

Branch Details

This section displays the branches that are accessible by the user. You can find the following details pertaining to the selected user.

Note

This screen displays the first five records under each section. You can use the ‘Previous’ and ‘Next’ links provided in each section to view the remaining records.

2.10 Toolbar in Oracle FLEXCUBE Screens

All the maintenance and detailed screens in Oracle FLEXCUBE are facilitated with a unique toolbar. The toolbar displays the action icons along with their labels.

Icons

Description

New

Displays a record with no data so that you can enter data to create a new record. As soon as you click on this button, the ‘Exit’ button on a screen changes to ‘Cancel’ button.

Enter Query

Enables you to enter query parameters

Copy

Copies the details of the record on display on to a new record

Save

Enables you to save the new record/changes you have made on the record on display

Delete

Deletes the details from the record on display

Unlock

Unlocks a record enabling you to make changes

Print

Prints details of the record on display

Close

Closes a contract

Reopen

Re-opens a closed contract

Reverse

Reverses an authorized contract

Rollover

Rolls over or renews a contract

Hold

Places a contract on hold. You can specify the reason for placing the contract on hold in the ‘Comment’ screen, which is invoked on clicking the ‘Hold’ button.

Authorize

Activates the authorization function. Authorization has to be done by a user other than the one who has created or modified a record. Authorization is normally done during End of Day processing.

Liquidate

Activates the liquidation function

Confirm

Confirms an action

Execute

Executes query operation based on entered query parameters

Details

After querying the records from summary screens, you can select one or more records and click ‘Details’ button to view the detailed screen for that record.

If you select more than one records, then the system will display the detailed screen of the first record. You can click the Next and Previ­ous buttons on the top right side of the screen to navigate to the other records.

Export

After querying the records from summary screens, click ‘Export All’ button to create a request to extract all the records summary to Excel format. You can query the status of the request using Export All Monitor screen (CSDXLMNT) with exact reference number.

 

Click ‘Previous’ button to navigate to the previous record. This but­ton is disabled when you are on the first record.

 

Click ‘Next’ button to navigate to the next record. This button is dis­abled when you are on the last record.

All the above actions are not displayed in the toolbar, only the ones that are allowed for a function ID at given point of time are displayed. For an instance;

Invoke a new screen:

The system displays,

Invoke an authorized record which is open, from a summary screen

The system displays,

Invoke an authorized record which is closed, from a summary screen

The system displays,

Invoke an authorized record which is closed, from a summary screen

The system displays,

Invoke an unauthorized record from a summary screen

The system displays,

A new record is not available for use till its creation is authorized by another user. Similarly, you cannot make any modification on a record till the previous modification, if any, has been authorized.

Note

‘Template’ function is not supported.

2.11 Some Common Icons and their Usage

There are some icons, which represent functions that are common across all modules of Oracle FLEXCUBE.

This section contains the following topics

2.11.1 Adding and Deleting Rows

The Add row and Delete row icons are used when you have to enter or fill up rows of data in a screen.

Let us take the example of the ‘CLS Currency Restrictions’ screen, which is invoked by clocking ‘CLS Restrictions’ button on the ‘Customer Maintenance’ (STDCIF) screen.

You have to add various currencies to the list of restricted currencies. To do this, you will first choose the Currency from the option list. Both currency and description will get populated.

Now the first row is complete. Click add icon. This will save the data in the first row and take you to the next row.

Suppose you realize that you have allotted the wrong currency and you do not want to save the data in the first row. Click delete icon. The data will not be saved in the row and you can fill it with the correct data.

2.11.2 The Save and Exit Icons

2.11.3 Fetching Values from List of Values (LOV)

You can fetch data from an option list or list of values (LOV – ), if the LOV value is keyed in and tabbed out in its input field.

System opens the LOV window in the following scenarios:

The number of values and the total pages displayed in the LOV screen is based on the number of records matching the search criteria. Hence,

Note

You can use wild card character (%) to search records in List of Values. If ‘Minimum Search Character Length’ is enabled for a List of Values field, then you need to enter the minimum number of search characters along with wild card character to get valid results.

If Exact Fetch is enabled for the field, then you must enter the exact text to get the value in the field.

For details on options to set Minimum Search Character Length or Exact Fetch for fields, refer to Open Development Tools User Guide.

The system displays the following messages at the bottom of the screens, at different scenarios:

Note

The LOV reduction field is case sensitive.

2.12 Supported Date Formats

The following date formats are supported in Oracle FLEXCUBE:

2.13 Supported Amount Formats

The following amount formats are supported in Oracle FLEXCUBE:

(The first symbol is the decimal separator and the second one is for digit grouping)

2.14 Minimizing Main Screens

You can minimize main screens by clicking minimize button. The minimized screens reside in the provided taskbar. These minimized screens can be maximized either from the taskbar or from the windows menu option.

2.15 Excel Export Monitor

This section contains the following topics:

2.15.1 Monitoring Excel Exports

You can monitor the status of ‘Export All’ actions you have performed on summary screens. To invoke Export Monitor, type ‘CSDXLMNT’ in the field at the top right corner of the application toolbar and click the adjoining arrow button.

Specify the following details:

Reference Number

Specify the reference number of the export all request.

To view the status of the export request, it is essential for you to know the request reference number. This reference number is generated and displayed to you when you click ‘Export All’ button for a summary search.

Once you have specified the reference number, click ‘Execute Query’ button. The system the following details of the request.

Generated excel files will be available in the EXCEL_PATH maintained in the property file. The name of the folder, where the file is placed, will be the reference number of your equest.

2.15.2 Viewing Excel Export Summary

You can view a summary of export all requests using ‘Export All Summary’ screen. To invoke this screen, type ‘CSSXLMNT’ in the field at the top right corner of the application toolbar and click the adjoining arrow button,

You can search for the records based on one or more of the following parameters:

Once you have set the search parameters, click ‘Search’ button. The system displays all export all requests that match the search criteria.