SYSTEM CONFIGURATION - OBP Base

Following are the components that can be defined as part of system configuration.

Host Details
Bank Details
Branch Details
SMTP
Dynamic Module Details

Note: For details on definition of entity along with maintenance of details, please refer to the content covered in the system configuration section.

Field Description

Field Name	Description
Select Host	Select the host system for the channel banking platform.
Entity Name	Name of the entities added to the setup.
Select Host	Select the host system for the channel banking platform.
Web Server Host	Enter the address of the web server host.
Web Server Port	Enter the web server port number.
Application Server Host	Enter the address of the application server host.
Application Server Port	Enter the application server port number

In the Web Server Host field, enter the host name of the web server.
In the Web Server Port field, enter the port number of the web server.
In the Application Server Hostfield, enter the address of the application server host.
In the Application Server Port field, enter the port number of the application server.
Click Next. The System Configuration – Host Details screen appears.
OR
Click Cancel to cancel the setup process.

System Configuration – Host Details

Field Description

Field Name	Description
Host Name	The host system for the channel banking platform as selected in the previous step is displayed.
Host Version	Select the version number of the host system.
Gateway IP	Specify the Gateway IP of the selected host system.
Port	Specify the port number for the host system.
Channel	Specify the channel to access the application.
Host Date	Specify the date of the host set up.
Business Unit	Specify the business unit name.
Market Entity	Specify the market entity.

From the Host Version list, select the version of the host.
In the Gateway IP field, enter the gateway IP address of the server.
In the Port field, enter the port number.
In the Channel field, enter the channel to access the application.
Select an appropriate host date by clicking on the date picker.
In the Business Unit field, enter the name of the business unit.
In the Market Entity field, enter the name of the market entity.
Click the Check Host Availability link to check the host availability. The message of successful testing appears.
Click Next. The System Configuration – Bank Details screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process

System Configuration – Bank Details

Field Description

Field Name	Description
Bank Code	Enter unique code to identify the bank.
Bank Group Code	Enter the bank group code.
Bank Name	Enter the name of the bank.
Bank Short Name	Enter the short name of the bank.
Address - Line 1 - 3	Enter the address details of the bank.
Country	Enter the country in which the bank is located/ headquartered.
ZIP Code	Enter the ZIP code of the bank.
Bank Currency	Specify the default currency applicable for the bank.

In the Bank Code field, enter the code of the bank.
In the Bank Group Code field, enter the group code of the bank.
In the Bank Name field, enter the name of the bank.
In the Bank Short Name field, enter the short name of the bank.
In the Address Line 1 - 3 field, enter the address details of the bank.
From the Country list, select the country in which the bank is located.
In the ZIP Code field, enter the zip code where bank is located.
From the Bank Currency list, select the appropriate currency.
Click Next. The System Configuration – Branch Details screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process.

System Configuration – Branch Details

Field Description

Field Name	Description
Bank Code	Enter the unique code to identify the bank. You should specify the same bank code as specified in the previous section.
Branch Code	Enter the bank branch code.
Home Branch	Specify the home branch for the bank.
Local Currency	Select the local currency applicable for the bank.
Calculation Currency	Select the calculation currency applicable for the bank.
Region	Select the region applicable for the bank. It is not mandatory to specify the region for OBPOracle Banking Platform as the host system

In the Bank Code field, enter the code of the bank.
In the Branch Code field, enter the code of the bank branch.
In the Home Branch field, enter the code of the home branch of the bank.
From the Local Currency list, select the local currency of the bank branch.
From the Calculation Currency list, select the calculation currency of the bank.
From the Region list, select the region applicable for the bank.
Click Next. The System Configuration – SMTP screen appears.

OR

Click Previous to go to the previous screen.

OR

Click Cancel to cancel the setup process.

System Configuration – SMTP

Field Description

Field Name	Description
Server Name	Enter the address of the mail server.
Port	Enter the port number
Sender Email Address	Enter the email address of the sender.
Recipient Email Address	Enter the email address of the recipient.
Authentication Required	Select the check box, if authentication is required.
Username	Enter the user name.
Password	Enter the password.

In the Server Name field, enter the address of the mail server.
In the Port field, enter the port number.
In the Sender Email Address, enter the email address of the sender.
In the Recipient Email Address, enter the email address of the recipient.
In the Username, enter user name.
In the Password field, enter the password.
Click Send Test Email to verify the details entered.
Click Next. The System Configuration – Dynamic Module - Brand screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Brand

Field Description

Field Name	Description
Content Publisher URL	Specify the URL of the content publisher.
Content Server URL	Specify the URL of the content server.

In the Content Publisher URL field, enter the URL of content publisher.
In the Content Server URL field, enter the URL of content server .
Click Next to go to next module.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process.

System Configuration – Dynamic Module – Wealth Management

It is not supported with OBP as the host system.

System Configuration – Dynamic Module – ForexForeign Exchange Currency

It is not supported with OBP as the host system.

System Configuration – Dynamic Module – Other Module

Field Description

Field Name	Description
Identification Types	Select the identification type whether it is from local or remote.
Port	Specify the port for the host system.
IDCS Connection Scheme	Specify the IDCS connection scheme.
OBVAM Balance Range 4	Specify the balance range to be maintained in the OBVAM.
Host IP	Specify the Host IP of the selected host system.
Deposit Cumulative Amount Limit	Specify the cumulative limit to deposit the amount.
Date Default	Specify the default date for the system.
Port	Specify the port for the host system.
Allow Multiple Goods (Y/N)	Specify whether multiple goods are allowed or not. It is not mandatory to specify the parameter value for OBP Base as the host system.
Deposit Installment Amount Limit	Specify the maximum limit to deposit the installment amount.
Retail User Supported Auth Type	Enter the authorization type supported by the application for retail users.
Host IP	Specify the Host IP of the selected host system.
Allows Touch Point Level Limit Definition (Y/N)	Specify whether the touch point level limit definition is allowed or not.
Supported Auth Type	Enter the supported authorization type.
IDCS Host Port	Specify the port for the IDCS host system.
IPM Host application name	Enter the IPMImaging And Process Management host application name.
Application Server Port	Enter the application server port number
Currency Support In Approval Rules	Specify if currency as a parameter is supported in approval rules.
OBVAM Branch Code	Specify the bank branch code maintained in OBVAM.
Host IP	Specify the Host IP of the selected host system. It is not mandatory to specify the parameter value for OBP Base as the host system.
IDCS OBDX Client Secret	Specify the IDCS OBDX client secret number.
FATCA Compliance check required (Y/ N)	Specify whether the FATCA compliance check is required or not. It is not mandatory to specify the parameter value for OBP Base as the host system.
IPM Host port	Specify the IPM host port.
IDCS OBDX Client Id	Specify the IDCS OBDX client unique identification number.
IDCS Host IP	Specify the Host IP of the IDCS host system.
Host WSDL Version	Enter the host WSDL version number.
Port	Specify the port for the host system. It is not mandatory to specify the parameter value for OBP Base as the host system.
Anonymous Security Policy	Specify the security policy that is applicable for anonymous users i.e. users not logged in.
Anonymous Security Key Name	Specify the security key name for anonymous users.
Flag to enable SSL	Specify if the flag for SSL needs to be enabled.
TD Pool Code	Specify the pool code for TDTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period. account type. It is not mandatory to specify the parameter value for OBP Base as the host system.
OBVAM Balance Range 2	Specify the balance range to be maintained in the OBVAM and available for edit. It is not mandatory to specify the parameter value for OBP Base as the host system.
Application Server Port	Enter the application server port number
OBVAM Offset Transaction Code	Specify the offset transaction code for OBVAM. It is not mandatory to specify the parameter value for OBP Base as the host system.
Application Server Host	Enter the address of the application server host.
OBVAM Transaction Code	Specify the transaction code for OBVAM. It is not mandatory to specify the parameter value for OBP Base as the host system.
OBVAM Balance Range 3	Specify the balance range to be maintained in the OBVAM and available for edit. It is not mandatory to specify the parameter value for OBP Base as the host system.
IPM Host username	Specify the IPM host username.
OBVAM Balance Range 1	Specify the balance range to be maintained in the OBVAM and available for edit. It is not mandatory to specify the parameter value for OBP Base as the host system.
Administrator Supported Auth Type	Enter the authorization type supported by the application for administrator users.
OBVAM No. of Remitters List	Specify the number of remitter lists maintained in OBVAM. It is not mandatory to specify the parameter value for OBP Base as the host system.
OBVAM Balance Range 5	Specify the balance range to be maintained in the OBVAM and available for edit. It is not mandatory to specify the parameter value for OBP Base as the host system.
IPM Host IP address	Specify the IP address for the IPM host system.
Open Term Deposit Threshold Amount	Specify the threshold amount for term deposit.
Feedback for a Transaction	Specify when the feedback for a transaction is required.
Application Server Host	Enter the address of the application server host.
Corporate User Supported Auth Type	Enter the authorization type supported by the application for corporate users. It is not mandatory to specify the parameter value for OBP Base as the host system.
Limits Effective from Same Day (Y/N)	Specify if limits are effective from the same day or next day.
Supported Soft Token	Enter the supported soft token type. Can be one of the following for a OBDX installation. Allowed values (Soft token mobile app also has to be built with same property) – T_SOFT_TOKEN – Time-based One-Time Password algorithm (TOTP) is an algorithm that computes a one-time password from a shared secret key and the current time. R_SOFT_TOKEN - HMAC-based One-time Password algorithm (HOTP) is an algorithm that computes a one-time password from a shared secret key and a counter (Random value generated for a transaction).
Supported Auth Type	Enter the supported authorization type.
IPM Host password	Specify the password for the IPM host system.
Fetch Guarantee Type from Host (Y/ N)	Specify whether the fetching of guarantee type from host is required or not.

Note: The fields appearing in the System Configuration – Dynamic Module – Other Module tab depends on the settings done at the back end and is dynamic in nature.
Enter the relevant details in the Dynamic Module - Other Module tab.

Click Next. The System Configuration – Dynamic Module – Originations screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process.

System Configuration – Dynamic Module – Originations

These properties are not required for OBP as the host system.

System Configuration – Dynamic Module - Service Request

Field Description

Field Name	Description
Request Expiration duration (in days)	Specify the number of days post which the raised Service Request data will not be available for business user. For e.g. If this field is defined as 180 days, then the business user can view his raised service requests for last 180 days.
Service Request Persistent Type	This is to decide if the raised service request data has to be persisted locally in OBDX database or it has to be sent to a third party CRMCustomer Relationship Management is an application for managing a bank’s interactions with customers, clients, and sales prospects. system. The options available in this field are : Internal – For persisting the data in OBDX External – For persisting the data in third party system. Note: There is no out of the box integration available for a third party system for persisting the raised service request data. .
Service Request Turnaround Time	Specify predefined processing time within which the administrator should take action on a raised Service Request. If the service request processing time has passed this turnaround time, then an exclamation flag starts appearing against the raised Service Request in Request processing screen. This flag helps administrator in understanding that these service requests have already passed the turnaround time and should be actioned at the earliest.

Field Name

Description

Request Expiration duration (in days)

Specify the number of days post which the raised Service Request data will not be available for business user. For e.g. If this field is defined as 180 days, then the business user can view his raised service requests for last 180 days.

Service Request Persistent Type

This is to decide if the raised service request data has to be persisted locally in OBDX database or it has to be sent to a third party CRMCustomer Relationship Management is an application for managing a bank’s interactions with customers, clients, and sales prospects. system. The options available in this field are :

Internal – For persisting the data in OBDX
External – For persisting the data in third party system.

Note: There is no out of the box integration available for a third party system for persisting the raised service request data.

Service Request Turnaround Time

Specify predefined processing time within which the administrator should take action on a raised Service Request. If the service request processing time has passed this turnaround time, then an exclamation flag starts appearing against the raised Service Request in Request processing screen. This flag helps administrator in understanding that these service requests have already passed the turnaround time and should be actioned at the earliest.

In the Request Expiration duration (in days) field, specify the number of days post which the raised service request will not be available to business user.
In the Service Request Persistent Type field, specify if persisted data needs to locally stored or to third party system.
In the Service Request Turnaround Time field, specify the processing time within which administrator should take action on the request.

Click Save.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the transaction.
The success message along with the reference number and status appears.
Click OK to complete the process.

System Configuration – OBP Base - View and Edit

Using this option the system administrator can view and edit the system configuration details that have already been created.

The System Administrator logs in to the application using valid login credentials.
The System Configuration screen with multiple entities if defined appears in the editable form.

Select the desired entity for which you wish to edit the details.

Click against the respective entity to edit the details i.e. Entity Name and Time Zone.
Click to save the entity details.
Click Continue. The System Configuration - Basic Details screen with mapped entities appear.
Select the entity for which you wish to edit the system configuration details.

To edit the basic details:

The System Administrator logins in to the application using valid login credentials.
The System Configuration screen with multi entities appears in the editable form.

Note: Edit of entity details is the same as covered in the above section for UBS as the host system.

Select the Host System as OBP Base to edit the OBP Base configuration.
Click Edit to edit the Basic Details. The System Configuration - Basic Details screen appears in editable form.
OR
Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Web Server Host	Displays the web server host details and available for edit.
Web Server Port	Displays the port of the web server and available for edit.
Application Server Host	Displays the application server host details and available for edit.
Application Server Port	Displays the port of the application server and available for edit.

In the Web Server Host field, edit the host name of the web server if required.
In the Web Server Port field, edit the port number of the web server if required.
In the Application Server Host field, edit the host name of the application server if required.
In the Application Server Port field, edit the port number of the application server port if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Basic Details - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Bank Details, Host Details, Branch Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Host Details - View and Edit

Using this option System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. maintains the host configuration. These details once defined can be viewed and edited using this transaction.

To view and edit the host details:

Click on System Configuration option on the dashboard and navigate to the host details tab. The default option is ‘View’.

Click Edit to edit the Host Details. The System Configuration - Host Details screen appears in editable form.
OR
Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Host Name	Displays the host name of the channel banking platform. This field is not editable.
Host Version	Displays the host version of the channel platform and available for edit.
Gateway IP	Displays the Gateway IP of the selected host system and available for edit.
Port	Displays the port number of the host system and available for edit.
Channel	Displays the channel for accessing the application.
Host Date	Displays the date of the host set up and available for edit.
Business Unit	Displays the business unit name as defined and available for edit.
Market Entity	Displays the market entity and available for edit.

From the Host Version list, select the version of the host, if required.
In the Gateway IP field, edit the gateway IP address of the host.
In the Port field, edit the port number of the server.
In the Channel field, edit the channel to access the application.
From the Host Date list, select an appropriate date.
In the Business Unit field, enter the name of the business unit.
In the Market Entity field, edit the name of the business unit.
Click the Check Host Availability link to check the host availability. The message of successful testing appears.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Host Details - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Branch Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Bank Details - View and Edit

Using this option System Administrator maintains the bank details. These details once defined can be viewed and edited using this transaction.

To view and edit the bank details:

Click on System Configuration option on the dashboard and navigate to the bank details tab. The default option is ‘View’.

Click Edit to edit the Bank Details. The System Configuration - Bank Details screen appears in editable form.

Field Description

Field Name	Description
Bank Code	Displays the bank code as defined and available for edit.
Bank Group Code	Displays the bank group code as defined and available for edit.
Bank Name	Displays the name of the bank as defined and available for edit.
Bank Short Name	Displays the short name of the bank as defined and available for edit.
Address - Line 1 - 3	Displays the address of the bank as defined and available for edit.
Country	Displays the country of the bank and available for edit.
ZIP Code	Displays the ZIP code of the bank.
Bank Currency	Displays the applicable bank currency and available for edit.

In the Bank Code field, edit the code of the bank.
In the Bank Group Code field, edit the group code of the bank.
In the Bank Name field, edit the name of the bank.
In the Bank Short Name field, edit the short name of the bank.
In the Address Line 1 - 3 field, edit the address of the bank if required.
From the Country list, select the country of the bank if required.
In the City and ZIP Code field, edit the city/ zip code of the bank if required.
From the Bank Currency list, edit the currency of the bank if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Bank Details - Review screen appears. Verify the details, and click Confirm.

OR

Click Cancel to cancel the transaction.

OR
Click the Basic Details, Host Details, Branch Details or Dynamic Module tabs to view and edit the respective details.
The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.

System Configuration - Branch Details - View and Edit

Using this option System Administrator maintains the branch details. These details once defined can be viewed and edited using this transaction.

To view and edit the branch details:

Click on System Configuration option on the dashboard and navigate to the branch details tab. The default option is ‘View’.

Click Edit to edit the Branch Details. The System Configuration - Branch Details screen appears in editable form.

Field Description

Field Name	Description
Bank Code	Displays the unique code of the bank as defined.
Branch Code	Displays the bank branch code as defined and available for edit.
Home Branch	Displays the home branch code as defined and available for edit.
Local Currency	Displays the local currency as defined and available for edit.
Calculation Currency	Displays the calculation currency as defined and available for edit.
Region	Displays the region as defined and available for edit Note: Region is not supported with this host setup.

In the Bank Code field, edit the code of the bank.
In the Branch Code field, edit the branch code of the bank.
In the Home Branch field, edit the name of the home branch of the bank.
From the Local Currency list, select the local currency of the bank branch.
From the Calculation Currency list, select the calculation currency of the bank branch.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Branch Details - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – SMTP - View and Edit

Using this option, the system administrator maintains the SMTP configurations. These details once defined can be viewed and edited using this transaction.

To view and edit the SMTP details:

Click on System Configuration option on the dashboard and navigate to the SMTP tab. The default option is ‘View’.

Click Edit to edit the SMTP. The System Configuration – SMTP screen appears in editable form.

Field Description

Field Name	Description
Server Name	Displays the name of the server and available for edit.
Port	Displays the port number and available for edit.
Sender Email Address	Displays the email address of the sender and available for edit.
Recipient Email Address	Displays the email address of the recipient and available for edit.
Username	Displays the user name and available for edit.
Password	Edit the password if required.
Authentication Required	Select the check box, if authentication is required.

In the Server Name field, edit the name of the mail server if required.
In the Port field, edit the port number if required.
In the Sender Email Address, edit the email address of the sender if required.
In the Recipient Email Address, edit the email address of the recipient if required.
In the Username, edit the user name if required.
In the Password field, edit the password if required.
Click the Send Test Email link to send a test mail. The message of successful testing appears.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration – SMTP - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Host Details, Bank Details, Branch Details or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – Dynamic Module

The dynamic modules corresponding to the selected host required to run the application are defined and configured by system administrator

The modules are included depending on the type of host selected.

System Configuration - Dynamic Module – Brand - View and Edit

Using this option, the system administrator maintains the BRAND configurations. These details once defined can be viewed and edited if required

To view and edit the Dynamic Module – Brand details:

Click on System Configuration option on the dashboard and navigate to the dynamic module – Brand tab. The default option is ‘View’.

Field Description

Field Name	Description
Content Publisher URL	Specify the URL of the content publisher.
Content Server URL	Specify the URL of the content server.

In the Content Publisher URL field, edit the web address if required.
In the Content Server URL field, edit the web address if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Brand - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Branch Details tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – Dynamic Module – Wealth Management - View and Edit

Wealth Management is not supported for this host setup.

System Configuration – Dynamic Module – Other Module - View and Edit

Using this option, system administrator can edit the other module details.

To view and edit the Dynamic Module – Other Module details:

Click on System Configuration option on the dashboard and navigate to the dynamic module – Other Module tab. The default option is ‘View’.

Click Edit to edit the Dynamic Module – Other Module. The System Configuration - Dynamic Module – Other Module screen appears in editable form.

Field Description

Field Name	Description
Identification Types	Displays the identification type whether it is from local or remote and available for edit.
Port	Displays the port for the host system and available for edit.
IDCS Connection Scheme	Displays the IDCS connection scheme and available for edit.
OBVAM Balance Range 4	Displays the balance range to be maintained in the OBVAM and available for edit.
Host IP	Displays the Host IP of the selected host system and available for edit.
Deposit Cumulative Amount Limit	Displays the cumulative limit to deposit the amount and available for edit.
Date Default	Displays the default date for the system and available for edit.
Port	Displays the port for the host system and available for edit.
Allow Multiple Goods (Y/N)	Displays whether multiple goods are allowed or not and available for edit.
Deposit Installment Amount Limit	Displays the maximum limit to deposit the installment amount and available for edit.
Retail User Supported Auth Type	Displays the authorization type supported by the application for retail users and available for edit.
Host IP	Displays the Host IP of the selected host system and available for edit.
Allows Touch Point Level Limit Definition (Y/N)	Displays whether the touch point level limit definition is allowed or not and available for edit.
Supported Auth Type	Displays the supported authorization type and available for edit.
IDCS Host Port	Displays the port for the IDCS host system and available for edit.
IPM Host application name	Displays the IPM host application name and available for edit.
Application Server Port	Displays the application server port number and available for edit.
Currency Support In Approval Rules	Displays if currency as a parameter is supported in approval rules and available for edit.
OBVAM Branch Code	Displays the bank branch code maintained in OBVAM and available for edit.
Host IP	Displays the Host IP of the selected host system and available for edit.
IDCS OBDX Client Secret	Displays the IDCS OBDX client secret number and available for edit.
FATCA Compliance check required (Y/ N)	Displays whether the FATCA compliance check is required or not and available for edit.
IPM Host port	Displays the IPM host port and available for edit.
IDCS OBDX Client Id	Displays the IDCS OBDX client unique identification number and available for edit.
IDCS Host IP	Displays the Host IP of the IDCS host system and available for edit.
Host WSDL Version	Displays the host WSDL version number and available for edit.
Port	Displays the port for the host system and available for edit.
Anonymous Security Policy	Displays the security policy that is applicable for anonymous users i.e. users not logged in and available for edit.
Anonymous Security Key Name	Specify the security key name for anonymous users and available for edit.
Flag to enable SSL	Displays if the flag for SSL needs to be enabled and available for edit.
TD Pool Code	Displays the pool code for TD account type and available for edit.
OBVAM Balance Range 2	Displays the balance range to be maintained in the OBVAM and available for edit.
Application Server Port	Displays the application server port number and available for edit.
OBVAM Offset Transaction Code	Displays the offset transaction code for OBVAM and available for edit.
Application Server Host	Displays the address of the application server host and available for edit.
OBVAM Transaction Code	Displays the transaction code for OBVAM and available for edit.
OBVAM Balance Range 3	Displays the balance range to be maintained in the OBVAM and available for edit.
IPM Host username	Displays the IPM host username and available for edit.
OBVAM Balance Range 1	Displays the balance range to be maintained in the OBVAM and available for edit.
Administrator Supported Auth Type	Displays the authorization type supported by the application for administrator users and available for edit.
OBVAM No. of Remitters List	Displays the number of remitter lists maintained in OBVAM and available for edit.
OBVAM Balance Range 5	Displays the balance range to be maintained in the OBVAM and available for edit.
IPM Host IP address	Displays the IP address for the IPM host system and available for edit.
Open Term Deposit Threshold Amount	Displays the threshold amount for term deposit and available for edit.
Feedback for a Transaction	Displays when the feedback for a transaction is required and available for edit.
Application Server Host	Displays the address of the application server host and available for edit.
Corporate User Supported Auth Type	Displays the authorization type supported by the application for corporate users and available for edit.
Limits Effective from Same Day (Y/N)	Displays if limits are effective from the same day or next day and available for edit.
Supported Soft Token	Displays the supported soft token type and available for edit.
Supported Auth Type	Displays the supported authorization type and available for edit.
IPM Host password	Displays the password for the IPM host system and available for edit.
Fetch Guarantee Type from Host (Y/ N)	Displays whether the fetching of guarantee type from host is required or not and available for edit.

Note: The fields appearing in the System Configuration – Dynamic Module – Other Module tab depends on the settings done at the back end and is dynamic in nature.

Note: The mandatory parameters required are same as that defined in Dynamic Module – Other described in the create section above for OBP Base host system.

Edit the required Other Module details.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Other Module - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
OR
Click the Basic Details, Bank Details, Host Details or Branch Details tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Dynamic Module - Forex Deal- View and Edit

Forex deal is not supported for this host setup.

System Configuration - Dynamic Module - Origination - View and Edit

These parameters/ properties are not required to be maintained for OBP as the host system.

System Configuration - Dynamic Module - Service Request - View and Edit

Using this option, the system administrator maintains the service request module details. These configurations once defined can be viewed and edited.

To view and edit the system configuration - dynamic module - service request details:

Click on System Configuration option on the dashboard and navigate to the dynamic module – Service Request tab. The default option is ‘View’.

Click Edit to edit the Dynamic Module – Service Request details. The System Configuration - Dynamic Module – Service Request screen appears in editable form.

Field Description

Field Name	Description
Request Expiration duration (in days)	Displays the number of days after which service requests will not be available to business users and is available for edit.For e.g. If this field is defined as 180 days, then the business user can view his raised service requests for last 180 days.
Service Request Persistent Type	Displays the persistent type for service request whether service request needs to be stored locally or sent to third party CRM and available for edit. The options available in this field are : Internal – For persisting the data in OBDX External – For persisting the data in third party system. Note: There is no out of the box integration available for a third party system for persisting the raised service request data.
Service Request Turnaround Time	Displays the predefined processing time within which the administrator should take action on a raised Service Request and available for edit. If the service request processing time has passed this turnaround time, then an exclamation flag starts appearing against the raised Service Request in Request processing screen. This flag helps administrator in understanding that these service requests have already passed the turnaround time and should be actioned at the earliest.

Field Name

Description

Request Expiration duration (in days)

Displays the number of days after which service requests will not be available to business users and is available for edit.For e.g. If this field is defined as 180 days, then the business user can view his raised service requests for last 180 days.

Service Request Persistent Type

Displays the persistent type for service request whether service request needs to be stored locally or sent to third party CRM and available for edit. The options available in this field are :

Internal – For persisting the data in OBDX
External – For persisting the data in third party system.

Note: There is no out of the box integration available for a third party system for persisting the raised service request data.

Service Request Turnaround Time

Displays the predefined processing time within which the administrator should take action on a raised Service Request and available for edit.

If the service request processing time has passed this turnaround time, then an exclamation flag starts appearing against the raised Service Request in Request processing screen. This flag helps administrator in understanding that these service requests have already passed the turnaround time and should be actioned at the earliest.

In the Request Expiration duration (in days) field, edit the values for expiry duration, if required.
In the Service Request Persistent Type field, edit the persistent type for service request, if required.
In the Service Request Turnaround Time field, edit the values, if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Service Request - Review screen appears. Verify the details, and click Confirm.

OR

Click Cancel to cancel the transaction.

OR

Click the Basic Details, Host Details, Bank Details, Branch Details, Currency Details, SMTP or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

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