SYSTEM CONFIGURATION - FCUBS

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

Basic Details
Host Details
Bank Details
Branch Details
Currency Payments
SMTP
Third Party Configurations
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.

System Configuration - Basic Details

Field Description

Field Name	Description
Entities Name	Name of the entities added to the setup.
Select Host	You need to 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

Select the host from the list to get started with system configuration set up

In the Web Server Host field, enter the address of the web server.
In the Web Server Port field, enter the port number of the web server.
In the Application Server Host field, enter the address of the application server.
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
Entities Name	Name of the entities added to the setup.
Host Name	The host system as selected for the channel banking platform is displayed.
Host Version	Select the version number of the host system.
Gateway IP	Enter the Gateway IP of the selected host system.
Port	Enter the port number for the host system.
Channel	Specify the channel as ‘IBInternet Banking’ to access the application.

From the Host Version list, select the version of the host.
In the Gateway IP field, enter the gateway IP address of the host system.
In the Port field, enter the port number.
In the Channel field, enter the channel as ‘IB’ to access the application.
In the Host Date field, enter the posting date of the selected host system
Click the Check Host Availability link to check the host availability. The message of successful testing appears if the connection is established on the specified details.
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 of the bank.
Country	Enter the country in which the bank is located/ headquartered.
ZIP Code	Enter the ZIP code of the bank.
Allowed Account Types	Select the allowed account types applicable for the bank. The options can be: Conventional Islamic Recurring Deposit Note: Recurring Deposit is not supported for UBS as host.
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 city/ zip code where bank is located.
Select the Allowed Account Types check box. You can select Conventional / Islamic / Both.
From the Bank Currency list, select the currency of the bank.
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 branch code.
Home Branch	Specify the home branch for the bank.
Local Currency	Select the local currency applicable for the branch.
Calculation Currency	Select the calculation currency applicable.
Region	Select the region of bank payments. The options are: India UK SEPA

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.
From the Region list, select the appropriate region for payments.

Click Next. The System Configuration – Currency Payments screen appears.

OR

Click Previous to go to the previous screen.

OR

Click Cancel to cancel the setup process.

System Configuration – CurrencyA generally accepted form of money, including coins and paper notes, which is issued by a government and circulated with in an economy. Payments

Field Description

Field Name	Description
International Fund Transfer	Specify the currencies that are applicable for international fund transfer transactions.
International Draft	Specify the currencies that are applicable for international draft transactions.

For the International Fund Transfer transaction, select required currencies.
For the International Draft transaction, select required currencies.

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

System Configuration – Dynamic Module – 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 the Send Test Email link to ensure details entered are correct.
Click Next. The System Configuration – Third Party Configuration screen appears.
OR
Click Previous to go to the previous screen.
OR
Click Cancel to cancel the setup process.

System Configuration – Third PartyA party is any individual or business entity having a banking relationship with the bank. Configuration

As part of this, the user defines the configuration of the sender/ receiver message queues and connection factories used for messaging service.

Field Description

Field Name	Description
Receiver Queue Connection Factory	Enter the JNDI name of the receiver connection factory, which is created inside Receiver JMS module. (For Example-ExtSystemReceiverQCF2).
Receiver Queue	Enter the JNDI name of the receiver queue (destination used for receiving the message from external host) created in the receiver JMS module. (For Example-ExtSystemReceiverQueue2).
Sender Queue Connection Factory	Enter the JNDI name of the sender connection factory, which is created inside Sender JMS module. (For Example-ExtSystemSenderQCF2).
Sender Queue	Enter the JNDI name of the sender queue created in the Sender JMS module. (For Example-ExtSystemSenderQueue2).

In the Receiver Queue Connection Factory field, enter the appropriate value.
In the Receiver Queue field, enter the appropriate value.
In the Sender Queue Connection Factory field, enter the appropriate value.
In the Sender Queue field, enter the appropriate value.
Click the Send Test Email link 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. The System Configuration – Dynamic Module – Payments screen appears.

OR

Click Previous to go to the previous screen.

OR

Click Cancel to cancel the setup process.

System Configuration – Dynamic Module – Payments

Field Description

Field Name	Description
Self Fund Transfer - SI(Code)	Specify the product code for self fund transfer with standing instructions.
SEPA Credit Payment (Category)	Specify the product category for SEPA credit payments.
SEPA Credit Payment (Code)	Specify the product code for SEPA credit payments.
SEPA Credit Payment -SI(Category)	Specify the product category for SEPA credit payments with standing instructions.
SEPA Credit Payment -SI (Code)	Specify the product code for SEPA credit payments with standing instructions and available for edit.
SEPA Direct Debit Payments -SI (Category)	Specify the product category for SEPA direct debit payments with standing instructions.
SEPA Direct Debit Payments (Code)	Specify the product code for SEPA direct debit payments.
SEPA Direct Debit Payments -SI (Category)	Specify the product category for SEPA direct debit payments with standing instructions.
SEPA Direct Debit Payments SI- (Code)	Specify product code for SEPA direct debit payments.
External Fund Transfer (Category)	Specify the product category for external fund transfer.
Bill Payment (Category)	Specify the product category for bill payments.
Bill Payment (Code)	Specify the product code for bill payments.
External Fund Transfer	Specify the product code/ category for external fund transfer.
Domestic Fund Transfer (Category)	Specify the product category for domestic fund transfer.
Max Multiple Bill Payment Limit for Corporate Users	Specify the maximum number of bill payments that a corporate user can initiate in one go.
Max Multiple Transfer Limit for Corporate Users	Specify the maximum number of fund transfer that a corporate user can initiate in one go.
Retail Service Charge Enabled (Y/N)	Specify whether the retail service charge is enabled or not.
Corporate Service Charge Enabled (Y/N)	Specify whether the corporate service charge is enabled or not.
Max Multiple Bill Payment Limit for Retail Users	Specify the maximum number of bill payments that a retail user can initiate in one go.
Max Multiple Transfer Limit for Retail Users	Specify the maximum number of fund transfer that a retail user can initiate in one go.
Domestic Fund Transfer (Code)	Specify the product code for domestic fund transfer.
Domestic Fund Transfer - NEFT (Category)	Specify the product category for domestic fund transfer with network type as NEFT.
Domestic Fund Transfer- NEFT (Code)	Specify the product code for domestic fund transfer with network type NEFT.
Domestic Fund Transfer-SI- NEFT (Category)	Specify the product category for domestic fund transfer with standing instructions and network type NEFT.
Domestic Fund Transfer-SI- NEFT (Code)	Specify the product code for domestic fund transfer with standing instructions and network type NEFT.
Domestic Fund Transfer- RTGS (Category)	Specify the product category for domestic fund transfer with network type as RTGS .
Domestic Fund Transfer- RTGS (Code)	Specify the product code for domestic fund transfer with network type as RTGS.
Domestic Fund Transfer RTGS -SI (Category)	Specify the product category for domestic fund transfer with standing instructions and network type as RTGS.
Domestic Fund Transfer- RTGS - SI (Code)	Specify the product code for domestic fund transfer with standing instructions and network type as RTGS.
Internal Fund Transfer(Category)	Specify the product category for internal fund transfer.
Internal Fund Transfer (Code)	Specify the product code for internal fund transfer.
Internal Fund Transfer - SI (Category)	Specify the product category for internal transfer with standing instructions.
Internal Fund Transfer -SI (Code)	Specify the product code for internal transfer with standing instructions.
International Draft (Code)	Specify the product code for international draft.
International Fund Transfer (Code)	Specify the product code for international fund transfer transaction.
Peer to Peer Payment (Category)	Enter the product category for peer to peer payments.
Peer to Peer Payment (Code)	Specify the product code for peer to peer payments.
Peer to Peer External Payment (Category)	Specify the category for peer to peer external payments.
Peer to Peer External Payment (Code)	Specify the product code for peer to peer external payments.
Peer to Peer Internal Payment (Category)	Specify the product category for peer to peer internal payments.
Peer to Peer Internal Payment (Code)	Specify the product code for peer to peer internal payments.
Self Fund Transfer (Category)	Specify the product category for self fund transfer.
Self Fund Transfer (Code)	Specify the product code for self fund transfer.
Self Fund Transfer - SI (Category)	Specify the product category for self fund transfer with standing instructions.
Internal Fund Transfer with Forex Deal (Code)	Specify the product code for internal fund transfer with forex deal.
Self Fund Transfer with Forex Deal (Code)	Specify the product code for self fund transfer with forex deal.
International Fund Transfer with Forex Deal (Code)	Specify the product code for international fund transfer with forex deal.
Self Fund Transfer with Forex Deal (Category)	Specify the product category for self fund transfer with forex deal.
Internal Fund Transfer with Forex Deal (Category)	Specify the product category for internal fund transfer with forex deal.
Enable Upcoming Payment Check (Y/N)	Specify if the system needs to check for upcoming scheduled transfers (via Standing Instructions or Pay Later) due to a payee.
Number of Days to Check Upcoming Payments	Specify the number of days within which upcoming payments are due to a payee.
OBPM Instructed Currency Indicator	Specify the OBPM instructed currency indicator. It is not mandatory to specify the value for UBS as the host.
Self Fund Transfer - SI(Code)	Specify the product code for self fund transfer with standing instructions.
OBPM International Fund Transfer Network Code	Specify the network code for OBPM international fund transfer. It is not mandatory to specify the value for FCUBS as the host
OBPM International Draft Network Code	Specify the network code for OBPM international draft. It is not mandatory to specify the value for FCUBS as the host.
OBPM Domestic Draft Network Code	Specify the network code for OBPM domestic draft. It is not mandatory to specify the value for FCUBS as the host
OBPM International Draft Payment Type	Specify the OBPM Payment for international draft type of transaction. It is not mandatory to specify the value for FCUBS as the host.
OBPM Domestic Draft Payment Type	Specify the OBPM Payment for domestic draft type of transaction. It is not mandatory to specify the value for FCUBS as the host
OBPM Host Code	Specify the host code for OBPM. It is not mandatory to specify the value for FCUBS as the host
OBPM Source Code	Specify the source code for OBPM.
OBPM Home Branch Code	Specify the code for OBPM home branch. It is not mandatory to specify the value for FCUBS as the host
OBPM Self Fund Transfer Network Code	Specify the network code for OBPM self fund transfer. It is not mandatory to specify the value for FCUBS as the host
OBPM Source Code	Specify the source code for OBPM. It is not mandatory to specify the value for FCUBS as the host
OBPM User Id	Specify the user id for OBPM. It is not mandatory to specify the value for FCUBS as the host
OBPM International Draft Instrument Code	Specify the instrument code for OBPM international draft. It is not mandatory to specify the value for FCUBS as the host
OBPM Domestic Draft Instrument Code	Specify the instrument code for OBPM domestic draft. It is not mandatory to specify the value for FCUBS as the host
OBPM Domestic India Fund Transfer Network Code	Specify the network code for OBPM domestic India fund transfer. It is not mandatory to specify the value for FCUBS as the host
OBPM Domestic India Prefunded Payments?	Specify whether there is a prefunded payment for OBPM domestic India. It is not mandatory to specify the value for FCUBS as the host
OBPM Domestic India Save Template?	Specify whether the OBPM domestic India template is saved or not. It is not mandatory to specify the value for FCUBS as the host
OBPM Domestic India Fund Transfer Payment Method	Specify the mode of fund transfer and payment method for OBPM domestic India. It is not mandatory to specify the value for FCUBS as the host
OBPM Draft Cancellation Payment Mode	Specify the payment mode for OBPM draft cancellation. It is not mandatory to specify the value for FCUBS as the host
OBPM SEPA Credit Fund Transfer Network Code	Specify the network code for OBPM SEPA credit fund transfer. It is not mandatory to specify the value for FCUBS as the host
OBPM Internal Fund Transfer Network Code	Specify the network code for OBPM internal fund transfer. It is not mandatory to specify the value for FCUBS as the host
OBPM SEPA Direct Debit Network Code	Specify network code for OBPM SEPA direct debit. It is not mandatory to specify the value for FCUBS as the host
OBPM Payment -Transaction Type Inward	Specify the OBPM Payment for inward type of transaction. It is not mandatory to specify the value for FCUBS as the host
OBPM Payment -Transaction Type Outward	Specify the OBPM Payment for outward type of transaction. It is not mandatory to specify the value for FCUBS as the host
OBPM Domestic India Fund Transfer Clearing System Id Code	Specify the clearing system Id code for OBPM Domestic India fund transfer. It is not mandatory to specify the value for FCUBS as the host
OBPM Host IP Address	Specify the host IP address for OBPM. It is not mandatory to specify the value for FCUBS as the host
OBPM Host port Number	Specify the OBPM host port number. It is not mandatory to specify the value for FCUBS as the host
Payee Photo - Corporate (Y/N)	Specify whether the feature of payee photo for corporate user is enabled or not.
Payee Photo - Retail (Y/N)	Specify whether the feature of payee photo for retail user is enabled or not.
Network Suggestion (Y/N)	Specify whether the network suggestion is enabled or not.
Claim Payment URL	Specify the claim payment URL for the beneficiary to claim money.
External Payment Redirection URL	Specify the URL for the external payments.
Claim Money Link Expiry (days)	Specify the number of days after which the claim money link will expire.
Max Invalid Attempts - Security PIN	Specify the number of invalid attempts allowed if entering the wrong PINPersonal identification number (PIN) is a secret number given to an account holder to be used when they put their credit card or cash card into an automatic teller machine (ATM). If the number they use is correct they will be allowed to access their account..
Enable payee edit in hours after payee creation or modification	Specify the time in hours for the payee to be enabled for modification after its creation.
UPI Request Money Max. Expiry Period (in days)	Specify the number of days after which the UPI request for money gets expired.
Max. No. of Split Bill Contributors	Specify the number of users that can contribute for splitting a bill.
OBCL WS Version Number	Specify the version number for OBCL host Web Service.
OBPM WS Version Number	Specify the version number for OBPM host Web Service.
Process payment to next working day enabled (Y/N)	Specify whether the processing of payments for next working day is enabled.

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

Enter the relevant details in the Dynamic Module - Payments tab.

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

System Configuration – Dynamic Module – ForexForeign Exchange Currency Deal

Field Description

Field Name	Description
Forex Deal Forward (Code)	Enter the product code in which forward forex deals will be booked.
Forex Deal Forward (Desc)	Enter the product description in which forward forex deals will be booked.
Forex Deal Spot (Desc)	Enter the product description in which spot forex deals will be booked.
Forex Deal Spot(Code)	Enter the product code in which spot forex deals will be booked.

In the Forex Deal Forward (Code) field, enter the code.
In the Forex Deal Forward (Desc) field, enter the description.
In the Forex Deal Spot (Desc) field, enter the description.
In the Forex Deal Spot (Code) field, enter the code.

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

System Configuration – Dynamic Module – Other Module

Field Description

Field Name	Description
OBLM Checker ID	Specify the administrator checker ID for all the transaction of OBLM.
Live Experience Host Port	Specify the port for the live experience host system.
Host Server Port for Oracle Financial Lending and Leasing	Specify the host server port for Oracle Financial Lending and Leasing system.
Feedback for a Transaction	Specify whether feedback needs to be enabled always for a transaction.
OBVAM Offset Transaction Code	Specify the offset transaction code for OBVAM.
Application Server Port for Oracle Banking Platform	Specify the port of the application server for Oracle Banking Platform.
IDCS Host IP	Specify the Host IP of the IDCS host system.
Liquidity Management Qualified (Y/N)	Specify whether the host is qualified with liquidity management.
OBVAM User Id	Specify the User ID for OBVAM mid-office system.
OAuth Port	Specify the port for the OAuth host system.
Corporate User Supported Auth Type	Specify the authorization type supported by the application for corporate users.
OBCLPM Port	Specify the port number of the Oracle Banking Credit Lending Process Management host system.
Flag to enable SSL	Specify the flag to enable SSL.
OBSCF token expiry time in seconds	Specify the token refresh time in seconds for the API calls for OBSCF.
UBS File Handoff Host Port	Specify the port number for UBS file handoff system.
Virtual Account Management Qualified (Y/N)	Specify whether the host is qualified with virtual account management.
Application Server Port for Oracle Business Intelligence Publisher	Specify the port number for Oracle Business Intelligence Publisher host system.
OBVAM IP	Specify the host IP address for the OBVAM.
OBCLPM IP	Specify the host IP of the Oracle Banking Credit Lending Process Management (CLPM) host system.
Duration of future start date in days	Specify the duration i.e. date from which program can start.
OBTFPM IP	Specify the IP address for OBTFPM.
Application Server IP for Oracle Business Intelligence Publisher	Specify the application server IP of the Oracle Business Intelligence Publisher host system.
OBLM User ID	Specify the user ID for all the transaction of OBLM.
Live Experience Host IP	Specify the host IP address for the live experience system.
OBVAM Transaction Code	Specify the transaction code for OBVAM.
OAuth IP	Specify the host IP address for the OAuth.
Oracle Live Experience Cloud Tenant ID	Specify the Cloud Tenant ID defined for Oracle Live Experience.
Handoff File Path for FCORE	Specify handoff file path for FCORE host system.
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.
Limits Effective from Same Day (Y/N)	Specify whether the limits are effective from the same day or next day.
Open Term Deposit Threshold Amount	Specify the threshold amount for PAN validation for term deposit opening.
OBSCF IP	Specify the IP address for OBSCF.
Administrator Supported Auth Type	Specify the authorization type supported by the application for administrator users.
Host Server IP for Oracle FLEXCUBE Universal Banking	Specify the host server IP of the Oracle FLEXCUBE Universal Banking system.
OBVAM token expiry time in seconds	Specify the expiry timing of OBVAM token in seconds.
Supported Auth Type for Login	Specify the authorization type supported by the application for logging in the application for the users.
OBTFPM User Id For initiate LC	Specify the User ID set for all transactions on OBTFPM via OBDX.
Host Server Port for Oracle FLEXCUBE Universal Banking	Specify the host server port for Oracle FLEXCUBE Universal Banking host system.
OBLM Maker ID	Specify the administrator maker ID for all the transaction of OBLM.
Fetch Guarantee Type from Host (Y/ N)	Specify whether the fetching of guarantee type from host is required or not.
OBCL Host Port	Specify the host port set for OBCL.
Date Default	Specify the default date for the system. It is not mandatory to specify the parameter value for FCUBS as the host system
OBLM Port	Specify the port for the OBLM host system.
IPM Host IP Address	Specify the IP address of the IPMImaging And Process Management host system.
Allows Touch Point Level Limit Definition (Y/N)	Specify whether the touch point level limit definition is allowed or not.
Application Server for Oracle Banking Platform	Specify the address of the application server host for Oracle Banking Platform.
ELCM Host IP	Specify the host IP address for ELCM.
IPM Host Port	Specify the port number of the IPM host system.
FATCA Compliance check required (Y/ N)	Specify whether the FATCA and CRS compliance check is required or not for business users. It is not mandatory to specify the parameter value for FCUBS as the host system
OBLM App ID - Fetch Account Details	Specify the OBLM application ID to fetch details of all the OBLM accounts.
Supported Soft Token	Specify the supported soft token type.
IDCS Connection Scheme	Specify the IDCS connection scheme.
Duration of Active Programs in days	Specify the duration of active programs in days.
Anonymous Security Policy	Specify the security policy that is applicable for anonymous users i.e. users not logged in. It is not mandatory to specify the parameter value for FCUBS as the host system
IDCS Host Port	Specify the port number of the IDCS host system.
OBLM Branch Code	Specify the bank branch code maintained in OBLM .
IDCS OBDX Client Secret	Specify the secret key for OBDX as the client as defined in IDCS.
Allow Multiple Goods (Y/N)	Specify whether multiple goods are allowed or not as part of trade finance transactions and available for edit.
OBVAM No. of Remitters List	Specify the number of remitter lists maintained in OBVAM.
IDCS OBDX Client ID	Specify the IDCS OBDX client unique identification number.
OBTFPM Port	Specify the host port set for OBTFPM.
OBLM IP	Specify the host IP address for the OBLM.
UBS File Handoff Host IP	Specify the host IP address for UBS file handoff.
Application Server Port for Oracle FLEXCUBE Universal Banking	Specify the application server port for Oracle FLEXCUBE Universal Banking.
OBVAM Branch Code	Specify the bank branch code maintained in OBVAM .
ELCM Host Port	Specify the host port set for ELCM.
IPM Host username	Specify thee IPM host user name.
IPM Host application name	Specify the IPM host application name.
OBCL Host Port	Specify the host port set for OBCL.
OBVAM Source Code	Specify the name for the source of API for OBVAM.
OBSCF Port	Specify the host port set for OBSCF.
Identification Types	Specify the identification type whether it is from local or remote.
OBTFPM Source Code	Specify the code for the source of API.
Handoff File Path for UBS	Specify the handoff file path for UBS host system.
OBTFPM Branch Code	Specify the branch code of the set Branch for OBTFPM.
Retail User Supported Auth Type	Specify the authorization type supported by the application for retail users.
Currency Support In Approval Rules	Specify if currency as a parameter is supported in approval rules.
OBVAM Port	Specify the port for the OBVAM host system.
OBVAM Transaction Default Currency	Specify the default currency for OBVAM transaction.
Oracle Live Experience Cloud User ID	Specify the User ID for Oracle cloud live experience system.
Anonymous Security Key Name	Specify the security key name for anonymous users. It is not mandatory to specify the parameter value for FCUBS as the host system
Deposit Cumulative Amount Limit	Specify the cumulative amount for PAN validation for fixed deposits and recurring deposits.
OBCL Host IP	Specify the host IP address for OBCL.
OBTFPM Source Code	Specify the name for the source of API.
Supported Auth Type for Transaction	Specify the authorization type supported by the application for the transactions.
IPM Host password	Specify the password for the IPM host system.
Deposit Installment Amount Limit	Specify the deposit installment amount for PAN validation.
Host WSDL Version	Specify the host WSDL version number.
Host Server IP for Oracle Financial Lending and Leasing	Specify the host server IP of the for Oracle Financial Lending and Leasing host system.
Application Server for Oracle FLEXCUBE Universal Banking	Specify the application server for Oracle FLEXCUBE Universal Banking host system.
OBTFPM token expiry time in seconds	Specify the token refresh time in seconds for the API calls.
MO Port	Specify the port number for MO.
MO IP	Specify the IP address for MO.
Number of Cheque Books enabled (Y/N)	Specify whether the number of cheque books flag is enabled or not.
OBCFPM IP	Specify the host IP address for the Oracle Banking Credit Facility Process Management host system.
OBCFPM Port	Specify the port number of the Oracle Banking Credit Facility Process Management host system.

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 – File Upload screen appears.

OR

Click Previous to go to the previous screen.

OR

Click Cancel to cancel the setup process.

System Configuration – Dynamic Module – File Upload

Field Description

Field Name	Description
Response File Path	Specify the response file path for bulk transactions.
Work Area Path	Specify the work area path for bulk transactions.

In the Response File Path field, enter the path of the server where the response file will reside.
In the Work Area Path field, enter the path on the server where the uploaded files will reside.
Click Next. The System Configuration – Dynamic Module – Origination screen appears.

OR

Click Previous to go to the previous screen.

OR

Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Origination

Field Description

Field Name	Description
Origination Date of Birth Limit Check	Select the option for validating the date of birth limit i.e. Local / Remote.
Savings Header Function	Specify the host system code for savings account initiation stage.
Savings Header Module	Specify the identifier of the module for savings account.
Savings First Body Header Function	Specify the host system stage code for savings account.
Savings First Body Header Additional Name	Specify the name for additional parameter for savings account.
Savings First Body Header Additional Value	Specify the value for additional parameter for savings account.
Savings Second Body Header Function	Specify the host system code for savings account initiation stage.
Savings Second Body Header Additional Name	Specify the name for additional parameter for savings account.
Savings Second Body Header Additional Values	Specify the value for additional parameter for savings account.
Savings Application Category	Specify the savings account application category.
Savings Account Class	Specify the host system account class for savings account.
Auto Loan Header Function	Specify the host system stage code for auto loan.
Auto Loan Header Module	Specify the identifier of module for auto loan account.
Auto Loan First Body Header Action	Specify the host system code to start new auto loan application.
Auto Loan First Body Header Function	Specify the host system stage code for auto loans initiation stage.
Auto Loan First Body Header Additional Name	Specify the name for additional parameter for auto loan.
Auto Loan First Body Header Additional Value	Specify the value for additional parameter for auto loan.
Auto Loan Application Category	Specify the auto loan application category.
Auto Loan Account Class	Specify the host system account class for auto loans.
Auto Loan Product Code	Specify the host system product code for auto loans.
Savings Process Code	Specify the host system process code for savings account.
Auto Loan Process Code	Specify the host system process code for auto loans.
Current Header Function	Specify the host system code for current account initiation stage.
Current Header Module	Specify the module identifier for current account.
Current First Body Header Function	Specify the host system code for current account initiation stage.
Current First Body Header Additional Name	Specify the name of the additional parameter for current account.
Current First Body Header Additional Value	Specify the value of the additional parameter for current account.
Current Second Body Header Action	Specify the identifier to indicate modification of current account application.
Current Second Body Header Function	Specify the host system code for current account initiation stage.
Current Second Body Header Additional Name	Specify the name of the additional parameter for current account.
Current Second Body Header Additional Value	Specify the value of the additional parameter for current account.
Current Application Category	Specify the host system application category for current account.
Current Account Class	Specify the host system account class for current account.
Current Process Code	Specify the host system process code for current account.
Personal Loan Header Function	Specify the host system code for personal loan initiation stage.
Personal Loan Header Module	Specify the module identifier for personal loan account.
Personal Loan First body Header Function	Specify the host system stage code for personal loans.
Personal Loan First Body Header Additional Name	Specify the value of the additional parameter for personal loan account.
Personal Loan First Body Header Additional Value	Specify the value for the additional parameter for personal loan account.
Personal Loan Application Category	Specify the host system application category for personal loan.
Personal Loan Account Class	Specify the host system account class for personal loan.
Personal Loan Product Code	Specify the host system product code for personal loan.
Personal Loan Process Code	Specify the host system process code for personal loan.
Savings Location	Specify the default location for savings account.
Personal Loan Location	Specify the default location for personal loan account.
Auto Loan Location	Specify the default location for auto loan account.
Current Location	Specify the default location for current loan account.
Savings App State	Specify the host system code for savings account application state.
Savings App Status	Specify the host system code for savings account application status.
CASA Bundle Id	Specify the bundle Id for current and savings account. It is not a required parameter for FCUBS as the host system.
Preferred Mode of Offer Document Delivery	Specify the preferred mode of delivery for the documents. It is not a required parameter for FCUBS as the host system.
Default Employer	Specify the value of default employer.
Co- Applicant Registration URL	Specify the URL for registration of the co-applicant. It is not a required parameter for FCUBS as the host system.

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

Enter the relevant details in the Dynamic Module - Originations tab.
Click Next. The System Configuration – Dynamic Module – Service Request screen appears.

OR

Click Previous to go to the previous screen.

OR

Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Service Request

Field Description

Field Name	Description
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.
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.
Request Expiration 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.

Field Name

Description

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.

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.

Request Expiration 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.

In the Service Request Turnaround Time field, specify the processing time within which administrator should take action on the request.
In the Service Request Persistent Type field, specify if persisted data needs to locally stored or to third party system.
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.

Click Next. The System Configuration – Dynamic Module – Common screen appears.

OR

Click Previous to go to the previous screen.

OR

Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Common

Field Description

Field Name	Description
Batch Request URL	Specify the URL for batch request processing. It is not mandatory to specify the URL for FCUBS.

Field Name

Description

Batch Request URL

Specify the URL for batch request processing.

It is not mandatory to specify the URL for FCUBS.

In the Batch Request URL field, enter the URL for batch request.

Click Save to save the entered details.
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 – 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 along with details as setup for multi entity appears. If the setup is multi-entity enabled then the system will display the entity details and the same can be edited.

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.

Select the Host System for which you wish to view the system configuration details and edit as required.
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 address 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 Host Details, Bank Details, Branch Details, Currency Payments, SMTP, Third Party Configuration 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. can view the maintained host details and also edit the required details.

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 defined for the channel banking platform.
Host Version	Displays the host version defined for the channel platform and available for edit. The user can select the version from the list.
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 to access the application.
Check Host Availability	Click to check the Host availability for the new details entered.

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.
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, Currency Payments, SMTP, Third Party Configuration 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.
Allowed Account Types	Displays the allowed account types as defined and available for edit. The options are: Conventional Islamic Recurring Deposit Recurring Deposit as an account type is not supported for FCUBS as the host system.
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, edit 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.
Select/ de-select the Allowed Account Types check box, to edit the selection, 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 Basic Details, Host Details, Branch Details, Currency Payments, SMTP, Third Party Configuration or Dynamic Module tabs to view and edit the respective details.
The screen with success message along with the reference number and 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 of bank payments as defined and available for edit. The options are: India UK SEPA

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.
From the Region list, select the appropriate region.
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, Host Details, Bank Details, Currency Payments, SMTP, Third Party Configuration 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 - Currency Payments - View and Edit

Using this option, the system administrator maintains the currency for international payment transactions. These details once defined can be viewed and edited using this transaction.

To view and edit the Currency Payments details

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

Click Edit to edit the Currency Payments details. The System Configuration - Currency Payments screen appears in editable form.

Field Description

Field Name	Description
International Fund Transfer	Displays the currencies that are applicable for international fund transfer transactions and available for edit.
International Draft	Displays the currencies that are applicable for international draft transactions and available for edit.

For the International Fund Transfer transaction, select the appropriate currency.
For the International Draft transaction, select the appropriate currency.

Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Currency Payments - 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, SMTP, Third Party Configuration 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 dynamic module SMTP details. 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 sender email address and available for edit.
Recipient Email Address	Displays the recipient email address and available for edit.
Authentication Required	Select the check box, if authentication is required.
Username	Edit the username, if required.
Password	Edit the password if 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, Currency Payments, Third Party Configuration 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 - Third Party Configuration – View and Edit

Using this option, system administrator can edit the third party configuration details.

To view and edit the third party configuration details:

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

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

Field Description

Field Name	Description
Receiver Queue Connection Factory	Displays the JNDI name of the receiver connection factory which is created inside Receiver JMS module and available for edit.
Receiver Queue	Displays the JNDI name of the receiver queue (destination used for receiving the message from external host) created in the receiver JMS module and available for edit.
Sender Queue Connection Factory	Displays the JNDI name of the sender connection factory, which is created inside Sender JMS module and available for edit.
Sender Queue	Displays the JNDI name of the sender queue created in the Sender JMS module and available for edit.

In the Receiver Queue Connection Factory field, edit the value if required.
In the Receiver Queue field, edit the value if required.
In the Sender Queue Connection Factory field, edit the value if required.
In the Sender Queue field, edit the value if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Third Party Configuration - 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 Payments, SMTP or Dynamic Modules tabs to view and edit the respective details.
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, which is required to run the application are defined and configured by system administrator.

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

Following modules are configured:

Brand
Payments
Other Module
File Upload
Forex Deal
Origination
Service Request
Common

System Configuration – Dynamic Module – Brand - View and Edit

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

To view and edit the Brand module details:

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

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

Field Description

Field Name	Description
Content Server URL	Displays the content server URL and is available for edit.
Content Publisher URL	Displays the content publisher URL and is available for edit.

In the Content Server URL field, edit the web address if required.
In the Content Publisher URL field, edit the URL defined for content publishing.

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, Host Details, Bank Details, Branch Details, Currency Payments, SMTP, Third Party Configuration 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 – Payment – View and Edit

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

To view and edit the Dynamic Module - Payment details:

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

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

Field Description

Field Name	Description
Domestic Fund Transfer- RTGS (Code)	Displays the product code for domestic fund transfer with network type as RTGS and available for edit.
SEPA Credit Payment (Code)	Displays the product code for SEPA credit payments and available for edit.
Domestic Fund Transfer-SI- NEFT (Code)	Displays the product code for domestic fund transfer with standing instructions and network type NEFT and available for edit.
Peer to Peer External Payment (Category)	Displays the category for peer to peer external payments and available for edit.
OBPM SEPA Direct Debit Network Code	Displays network code for OBPM SEPA direct debit and available for edit. This parameter is not required for FCUBS as the host system.
Bill Payment (Code)	Displays the product code for bill payments and available for edit.
OBPM Payment Transaction Type Outward	Displays the OBPM Payment for outward type of transaction and available for edit. This parameter is not required for FCUBS as the host system.
OBPM Draft Cancellation Payment Mode	Displays the payment mode for OBPM draft cancellation and available for edit. This parameter is not required for FCUBS as the host system.
OBPM Domestic India Fund Transfer Clearing System Id Code	Displays the clearing system Id code for OBPM Domestic India fund transfer and available for edit. This parameter is not required for FCUBS as the host system.
OBPM Domestic India Prefunded Payments?	Displays whether there is a prefunded payments for OBPM domestic India and available for edit. This parameter is not required for FCUBS as the host system.
Internal Fund Transfer -SI (Code)	Displays the product code for internal transfer with standing instructions and available for edit.
OBPM Source Code	Displays the source code for OBPM and available for edit. This parameter is not required for FCUBS as the host system.
International Fund Transfer (Code)	Displays the product code for international fund transfer transaction and available for edit.
Photo Payee - Corporate (Y/N)	Displays whether photo upload for payee is enabled for corporate user or not and available for edit.
Retail Service Charge Enabled (Y/N)	Displays whether the retail service charge is enabled or not and available for edit.
OBPM Domestic India Fund Transfer Payment Method	Displays the mode of fund transfer and payment method for OBPM domestic India and available for edit. This parameter is not required for FCUBS as the host system.
Number of Days to Check Upcoming Payments	Displays the number of days within which upcoming payments are due to a payee and available for edit.
International Fund Transfer with Forex Deal (Code)	Displays the product code for international fund transfer with forex deal and available for edit.
Domestic Fund Transfer- RTGS (Category)	Displays the product category for domestic fund transfer with network type as RTGS and available for edit.
External Fund Transfer	Displays the product code/ category for external fund transfer and available for edit.
Peer to Peer Internal Payment (Code)	Displays the product code for peer to peer internal payments and available for edit.
Self Fund Transfer (Category)	Displays the product category for self fund transfer and available for edit.
OBPM International Fund Transfer Network Code	Displays the network code for OBPM international fund transfer and available for edit. This parameter is not required for FCUBS as the host system
OBPM International Draft Instrument Code	Displays the instrument code for OBPM international draft and available for edit. This parameter is not required for FCUBS as the host system
Max Multiple Bill Payment Limit for Retail Users	Displays the maximum number of bill payments that a retail user can initiate in one go and available for edit.
International Draft (Code)	Displays the product code for international draft and available for edit.
OBPM Internal Fund Transfer Network Code	Displays the network code for OBPM internal fund transfer and available for edit. This parameter is not required for FCUBS as the host system
Internal Fund Transfer with Forex Deal (Code)	Displays the product code for internal fund transfer with forex deal and available for edit.
OBPM International Draft Network Code	Displays the network code for OBPM international draft and available for edit.
OBPM Host IP Address	Displays the host IP address for OBPM and available for edit. This parameter is not required for FCUBS as the host system
OBPM User Id	Displays the user id for OBPM and available for edit. This parameter is not required for FCUBS as the host system
Self Fund Transfer - SI(Code)	Displays the product code for self fund transfer with standing instructions and available for edit.
SEPA Direct Debit Payments -SI (Category)	Displays the product category for SEPA direct debit payments with standing instructions and available for edit.
Peer to Peer Payment (Category)	Displays the product category for peer to peer payments and available for edit.
Max Multiple Bill Payment Limit for Corporate Users	Displays the maximum number of bill payments that a corporate user can initiate in one go and available for edit.
External Fund Transfer (Category)	Displays the product category for external fund transfer and available for edit.
Bill Payment (Category)	Displays the product category for bill payments and available for edit.
External Payment Redirection URL	Displays the URL for the external payments and available for edit.
Self Fund Transfer with Forex Deal (Category)	Displays the product category for self fund transfer with forex deal and available for edit.
OBPM International Draft Payment Type	Displays the OBPM Payment for international draft type of transaction and available for edit. This parameter is not required for FCUBS as the host system
OBPM Domestic Draft Payment Type	Displays the OBPM Payment for domestic draft type of transaction and available for edit. This parameter is not required for FCUBS as the host system
OBPM Domestic India Fund Transfer Network Code	Displays the network code for OBPM domestic India fund transfer and available for edit. This parameter is not required for FCUBS as the host system
Enable Upcoming Payment Check (Y/N)	Displays if the system needs to check for upcoming scheduled transfers (via Standing Instructions or Pay Later) due to a payee.
OBPM Domestic Draft Instrument Code	Displays the instrument code for OBPM domestic draft and available for edit. This parameter is not required for FCUBS as the host system
SEPA Direct Debit Payments -SI (Category)	Displays the product category for SEPA direct debit payments with standing instructions and available for edit.
OBPM Domestic Draft Network Code	Displays the network code for OBPM domestic draft and available for edit. This parameter is not required for FCUBS as the host system
Photo Payee - Retail (Y/N)	Displays whether payee photo upload is required for a retail user or not and available for edit.
OBPM Instructed Currency Indicator	Displays the OBPM instructed currency indicator and available for edit. This parameter is not required for FCUBS as the host system
Max Multiple Transfer Limit for Retail Users	Displays the maximum number of fund transfer that a retail user can initiate in one go and available for edit.
SEPA Credit Payment -SI(Category)	Displays the product category for SEPA credit payments with standing instructions and available for edit.
Network Suggestion (Y/N)	Displays whether the network suggestion is enabled or not and available for edit.
Domestic Fund Transfer RTGS -SI (Category)	Displays the product category for domestic fund transfer with standing instructions and network type as RTGS and available for edit.
Domestic Fund Transfer NEFT (Category)	Displays the product category for domestic fund transfer with network type as NEFT and available for edit.
OBPM Host port Number	Displays the OBPM host port number and available for edit. This parameter is not required for FCUBS as the host system
Domestic Fund Transfer (Code)	Displays the product code for domestic fund transfer and available for edit.
Self Fund Transfer with Forex Deal (Code)	Displays the product code for self fund transfer with forex deal and available for edit.
Peer to Peer External Payment (Code)	Displays the product code for peer to peer external payments and available for edit.
Internal Fund Transfer - SI (Category)	Displays the product category for internal transfer with standing instructions and available for edit.
OBPM Home Branch Code	Displays the code for OBPM home branch and available for edit. This parameter is not required for FCUBS as the host system
Domestic Fund Transfer- RTGS - SI (Code)	Displays the product code for domestic fund transfer with standing instructions and network type as RTGS and available for edit.
Internal Fund Transfer (Code)	Displays the product code for internal fund transfer and available for edit.
SEPA Credit Payment (Category)	Displays the product category for SEPA credit payments and available for edit.
Corporate Service Charge Enabled (Y/N)	Displays whether the corporate service charge is enabled or not and available for edit.
Internal Transfer with Forex Deal (Category)	Displays the product category for internal fund transfer with forex deal and available for edit.
Self Fund Transfer - SI (Category)	Displays the product category for self fund transfer with standing instructions and available for edit.
OBPM Domestic India Save Template?	Displays whether the OBPM domestic India template is saved or not and available for edit. This parameter is not required for FCUBS as the host system
OBPM Payment -Transaction Type Inward	Displays the OBPM Payment for inward type of transaction and available for edit. This parameter is not required for FCUBS as the host system
Claim Payment URL	Displays the claim payment URL for the beneficiary to claim money and available for edit.
Internal Fund Transfer(Category)	Displays the product category for internal fund transfer and available for edit.
Self Fund Transfer (Code)	Displays the product code for self fund transfer and available for edit and available for edit.
Claim Money Link Expiry (days)	Displays the number of days after which the claim money link will expire and available for edit.
Max Multiple Transfer Limit for Corporate Users	Displays the maximum number of fund transfer that a corporate user can initiate in one go and available for edit.
Peer to Peer Payment (Code)	Displays the product code for peer to peer payments and available for edit.
Max Invalid Attempts - Security PIN	Displays the number of invalid attempts allowed if entering the wrong PIN and available for edit.
OBPM SEPA Credit Fund Transfer Network Code	Displays the network code for OBPM SEPA credit fund transfer and available for edit. This parameter is not required for FCUBS as the host system
Domestic Fund Transfer (Category)	Displays the product category for domestic fund transfer and available for edit.
OBPM Self Fund Transfer Network Code	Displays the network code for OBPM self fund transfer and available for edit.
OBPM Source Code	Displays the source code for OBPM and available for edit.
SEPA Direct Debit Payments SI- (Code)	Displays product code for SEPA direct debit payments and available for edit.
SEPA Direct Debit Payments (Code)	Displays the product code for SEPA direct debit payments and available for edit.
Peer to Peer Internal Payment (Category)	Displays the product category for peer to peer internal payments and available for edit.
OBPM Host Code	Displays the host code for OBPM and available for edit. This parameter is not required for FCUBS as the host system
Domestic Fund Transfer-SI- NEFT (Category)	Displays the product category for domestic fund transfer with standing instructions and network type NEFT and available for edit.
Domestic Fund Transfer- NEFT (Code)	Displays the product code for domestic fund transfer with network type NEFTand available for edit.
SEPA Credit Payment -SI (Code)	Displays the product code for SEPA credit payments with standing instructions and available for edit.
Enable payee edit in hours after payee creation or modification	Displays the time in hours for the payee to be enabled for modification after its creation and available for edit.
UPI Request Money Max. Expiry Period (in days)	Displays the number of days after which the UPI request for money gets expired and available for edit.
Max. No. of Split Bill Contributors	Displays the number of users that can contribute for splitting a bill and available for edit.
OBCL WS Version Number	Displays the version number for OBCL host Web Service and available for edit.
OBPM WS Version Number	Displays the version number for OBPM host Web Service and available for edit.
Process payment to next working day enabled (Y/N)	Displays whether the processing of payments for next working day is enabled or not and available for edit

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

Edit the required Payments detail.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Payment - 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 Payments, SMTP, Third Party Configuration or Dynamic Module tabs to view and edit the respective details if required.
The screen with success message of saving the system configuration along with the status appears. Click OK to complete the transaction.

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

Using this option, system administrator can view and 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
OBLM Checker ID	Displays the administrator checker ID for all the transaction of OBLM and available for edit.
Live Experience Host Port	Displays the port for the live experience host system and available for edit.
Host Server Port for Oracle Financial Lending and Leasing	Displays the host server port for Oracle Financial Lending and Leasing system and available for edit.
Feedback for a Transaction	Displays whether feedback needs to be enabled always for a transaction and available for edit.
OBVAM Offset Transaction Code	Displays the offset transaction code for OBVAM and available for edit.
Application Server Port for Oracle Banking Platform	Displays the port of the application server for Oracle Banking Platform and available for edit.
IDCS Host IP	Displays the Host IP of the IDCS host system and available for edit.
Liquidity Management Qualified (Y/N)	Displays whether the host is qualified with liquidity management and available for edit.
OBVAM User Id	Displays the User ID for OBVAM mid-office system and available for edit.
OAuth Port	Displays the port for the OAuth host system and available for edit.
Corporate User Supported Auth Type	Displays the authorization type supported by the application for corporate users and available for edit.
OBCLPM Port	Displays the port number of the Oracle Banking Credit Lending Process Management host system and available for edit.
Flag to enable SSL	Displays the flag to enable SSL and available for edit.
OBSCF token expiry time in seconds	Displays the token refresh time in seconds for the API calls for OBSCF and available for edit.
UBS File Handoff Host Port	Displays the port number for UBS file handoff system and available for edit.
Virtual Account Management Qualified (Y/N)	Displays whether the host is qualified with virtual account management and available for edit.
Application Server Port for Oracle Business Intelligence Publisher	Displays the port number for Oracle Business Intelligence Publisher host system and available for edit.
OBVAM IP	Displays the host IP address for the OBVAM and available for edit.
OBCLPM IP	Displays the host IP of the Oracle Banking Credit Lending Process Management (CLPM) host system and available for edit.
Duration of future start date in days	Displays the duration i.e. date from which program can start and available for edit.
OBTFPM IP	Displays the IP address for OBTFPM and available for edit.
Application Server IP for Oracle Business Intelligence Publisher	Displays the application server IP of the Oracle Business Intelligence Publisher host system and available for edit.
OBLM User ID	Displays the user ID for all the transaction of OBLM and available for edit.
Live Experience Host IP	Displays the host IP address for the live experience system and available for edit.
OBVAM Transaction Code	Displays the transaction code for OBVAM and available for edit.
OAuth IP	Displays the host IP address for the OAuth and available for edit.
Oracle Live Experience Cloud Tenant ID	Displays the Cloud Tenant ID defined for Oracle Live Experience and available for edit.
Handoff File Path for FCORE	Displays handoff file path for FCORE host system and available for edit.
TD Pool Code	Displays the pool code for TD account type and available for edit.
Limits Effective from Same Day (Y/N)	Displays whether the limits are effective from the same day or next day and available for edit.
Open Term Deposit Threshold Amount	Displays the threshold amount for PAN validation for term deposit opening and available for edit.
OBSCF IP	Displays the IP address for OBSCF and available for edit.
Administrator Supported Auth Type	Displays the authorization type supported by the application for administrator users and available for edit.
Host Server IP for Oracle FLEXCUBE Universal Banking	Displays the host server IP of the Oracle FLEXCUBE Universal Banking system and available for edit.
OBVAM token expiry time in seconds	Displays the expiry timing of OBVAM token in seconds, and available for edit.
Supported Auth Type for Login	Displays the authorization type supported by the application for logging in the application for the users and available for edit.
OBTFPM User Id For initiate LC	Displays the User ID set for all transactions on OBTFPM via OBDX and available for edit.
Host Server Port for Oracle FLEXCUBE Universal Banking	Displays the host server port for Oracle FLEXCUBE Universal Banking host system and available for edit.
OBLM Maker ID	Displays the administrator maker ID for all the transaction of OBLM 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.
OBCL Host Port	Displays the host port set for OBCL and available for edit.
Date Default	Displays the default date for the system and available for edit. It is not mandatory to specify the parameter value for FCUBS as the host system
OBLM Port	Displays the port for the OBLM host system and available for edit.
IPM Host IP Address	Displays the IP address of the IPM 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.
Application Server for Oracle Banking Platform	Displays the address of the application server host for Oracle Banking Platform and available for edit.
ELCM Host IP	Displays the host IP address for ELCM and available for edit.
IPM Host Port	Displays the port number of the IPM host system and available for edit.
FATCA Compliance check required (Y/ N)	Displays whether the FATCA and CRS compliance check is required or not for business users and available for edit. It is not mandatory to specify the parameter value for FCUBS as the host system
OBLM App ID - Fetch Account Details	Displays the OBLM application ID to fetch details of all the OBLM accounts and available for edit.
Supported Soft Token	Displays the supported soft token type and available for edit.
IDCS Connection Scheme	Displays the IDCS connection scheme and available for edit.
Duration of Active Programs in days	Displays the duration of active programs in days 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. It is not mandatory to specify the parameter value for FCUBS as the host system
IDCS Host Port	Displays the port number of the IDCS host system and available for edit.
OBLM Branch Code	Displays the bank branch code maintained in OBLM and available for edit.
IDCS OBDX Client Secret	Displays the secret key for OBDX as the client as defined in IDCS and available for edit.
Allow Multiple Goods (Y/N)	Displays whether multiple goods are allowed or not as part of trade finance transactions and available for edit.
OBVAM No. of Remitters List	Displays the number of remitter lists maintained in OBVAM and available for edit.
IDCS OBDX Client ID	Displays the IDCS OBDX client unique identification number and available for edit.
OBTFPM Port	Displays the host port set for OBTFPM and available for edit.
OBLM IP	Displays the host IP address for the OBLM and available for edit.
UBS File Handoff Host IP	Displays the host IP address for UBS file handoff and available for edit.
Application Server Port for Oracle FLEXCUBE Universal Banking	Displays the application server port for Oracle FLEXCUBE Universal Banking and available for edit.
OBVAM Branch Code	Displays the bank branch code maintained in OBVAM and available for edit.
ELCM Host Port	Displays the host port set for ELCM and available for edit.
IPM Host username	Displays thee IPM host user name and available for edit.
IPM Host application name	Displays the IPM host application name and available for edit.
OBCL Host Port	Displays the host port set for OBCL and available for edit.
OBVAM Source Code	Displays the name for the source of API for OBVAM and available for edit.
OBSCF Port	Displays the host port set for OBSCF and available for edit.
Identification Types	Displays the identification type whether it is from local or remote and available for edit.
OBTFPM Source Code	Displays the code for the source of API and available for edit.
Handoff File Path for UBS	Displays the handoff file path for UBS host system and available for edit.
OBTFPM Branch Code	Displays the branch code of the set Branch for OBTFPM and available for edit.
Retail User Supported Auth Type	Displays the authorization type supported by the application for retail users 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 Port	Displays the port for the OBVAM host system and available for edit.
OBVAM Transaction Default Currency	Displays the default currency for OBVAM transaction and available for edit.
Oracle Live Experience Cloud User ID	Displays the User ID for Oracle cloud live experience system and available for edit.
Anonymous Security Key Name	Displays the security key name for anonymous users and available for edit. It is not mandatory to specify the parameter value for FCUBS as the host system
Deposit Cumulative Amount Limit	Displays the cumulative amount for PAN validation for fixed deposits and recurring deposits and available for edit.
OBCL Host IP	Displays the host IP address for OBCL and available for edit.
OBTFPM Source Code	Displays the name for the source of API and available for edit.
Supported Auth Type for Transaction	Displays the authorization type supported by the application for the transactions and available for edit.
IPM Host password	Displays the password for the IPM host system and available for edit.
Deposit Installment Amount Limit	Displays the deposit installment amount for PAN validation and available for edit.
Host WSDL Version	Displays the host WSDL version number and available for edit.
Host Server IP for Oracle Financial Lending and Leasing	Displays the host server IP of the for Oracle Financial Lending and Leasing host system and available for edit.
Application Server for Oracle FLEXCUBE Universal Banking	Displays the application server for Oracle FLEXCUBE Universal Banking host system and available for edit.
OBTFPM token expiry time in seconds	Displays the token refresh time in seconds for the API calls and available for edit.
MO Port	Displays the port number for Mid Office applications (for common document upload and download service across the mid offices) and available for edit.
MO IP	Displays the IP address for Mid Office applications (for common document upload and download service across the mid offices) and available for edit.
Number of Cheque Books enabled (Y/N)	Displays whether the number of cheque books flag is enabled or not and available for edit.
OBCFPM IP	Displays the host IP address for the Oracle Banking Credit Facility Process Management host system and available for edit.
OBCFPM Port	Displays the port number of the Oracle Banking Credit Facility Process Management host system and available for edit.

Note:
1) 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.
2) The mandatory parameters required are same as that defined in Dynamic Module – Other described in the create section above for FCUBS 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, Host Details, Bank Details, Branch Details, Currency Payments, SMTP, Third Party Configuration 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 – File Upload – View and Edit

As part of bulk transactions option, the work area path and response file path of bulk transactions are defined.

To view and edit the File Upload module details:

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

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

Field Description

Field Name	Description
Work Area Path	Displays the work area path of files for bulk transactions and is available for edit.
Response File Path	Displays the response file path for bulk transactions and is available for edit.

In the Work Area Path field, edit the path of the working area, if required.
In the Response File Path field, edit the path of the response file, if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – File Upload - 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 Payments, SMTP, Third Party Configuration 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 – Forex Deal- View and Edit

Using this option, system administrator can view and edit the forex deal details.

To view and edit the Dynamic Module – Forex Deal details:

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

System Configuration – Dynamic Module – Forex Deal - View

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

Field Description

Field Name	Description
Forex Deal Spot(Code)	Displays the product code for spot deal booking and available for edit.
Forex Deal Forward (Code)	Displays the product code for forward deal booking and available for edit.
Forex Deal Spot (Desc)	Displays the product description for spot forex deal booking and available for edit.
Forex Deal Forward (Desc)	Displays the product description for forward deal booking and available for edit.

In the Forex Deal Spot (Code) field, edit the code if required.
In the Forex Deal Forward (Code) field, edit the code if required.
In the Forex Deal Spot (Desc) field, edit the description if required.
In the Forex Deal Forward (Desc) field, edit the description if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Forex Deal - 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 Payments, SMTP, Third Party Configuration 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 – Origination – View and Edit

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

To view and edit the origination module details:

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

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

Field Description

Field Name	Description
Current First Body Header Additional Value	Displays the value of the additional parameter for current account and available for edit.
Current Header Function	Displays the host system code for current account initiation stage and available for edit.
Current Second Body Header Action	Displays the identifier to indicate modification of current account application and available for edit.
Personal Loan Location	Displays the default location for personal loan account and available for edit.
Savings Account Class	Displays the host system account class for savings account and is available for edit.
CASA Bundle Id	Displays the bundle Id for current and savings account and available for edit. This parameter is not required for FCUBS as the host system
Auto Loan First Body Header Action	Displays the host system code to start new auto loan application and available for edit.
Savings Application Category	Displays the savings account application category and available for edit.
Personal Loan First Body Header Additional Name	Displays the value of the additional parameter for personal loan account and available for edit.
Personal Loan First Body Header Additional Value	Displays the value of the additional parameter for personal loan account and available for edit
Current Second Body Header Additional Value	Displays the value of the additional parameter for current account and available for edit.
Current Process Code	Displays the host system process code for current account and available for edit.
Auto Loan First Body Header Additional Value	Displays the value for additional parameter for auto loan and available for edit.
Savings Second Body Header Function	Displays the host system code for savings account initiation stage and available for edit.
Auto Loan Account Class	Displays the host system account class for auto loans.
Savings First Body Header Function	Displays the host system stage code for savings account and available for edit.
Savings App State	Displays the host system code for savings account application state and available for edit.
Preferred Mode of Offer Document Delivery	Displays the preferred mode of delivery for the documents and available for edit. This parameter is not required for FCUBS as the host system
Auto Loan Header Function	Displays the host system stage code for auto loan and available for edit.
Savings App Status	Displays the host system code for savings account application status and available for edit.
Default Employer	Displays the value of default employer and available for edit.
Savings First Body Header Additional Name	Displays the name for additional parameter for savings account and available for edit.
Personal Loan Header Function	Displays the host system code for personal loan initiation stage and available for edit.
Personal Loan Process Code	Displays the host system process code for personal loan and is available for edit.
Auto Loan First Body Header Additional Name	Displays the name for additional parameter for auto loan and available for edit.
Auto Loan Product Code	Displays the host system product code for auto loans and available for edit.
Auto loan Application Category	Displays the host system application category for auto loan account and available for edit.
Savings Header Module	Displays the identifier of the module for savings account and available for edit.
Savings Process Code	Displays the host system process code for savings account and available for edit.
Personal Loan First body Header Function	Displays the host system stage code for personal loans and available for edit.
Savings Header Function	Displays the host system code for savings account initiation stage and available for edit.
Current Account Class	Displays the host system account class for current account and available for edit.
Savings Location	Displays the default location for savings account and available for edit.
Savings Second Body Header Additional Values	Displays the value for additional parameter for savings account and available for edit.
Auto Loan Location	Displays the default location for auto loan account and available for edit.
Current First Body Header Function	Displays the host system code for current account initiation stage and available for edit.
Current First Body Header Additional Name	Displays the name of the additional parameter for current account and available for edit.
Personal Loan Header Module	Displays the module identifier for personal loan account and available for edit.
Auto loan Process Code	Displays the host system process code for auto loan account and available for edit.
Auto loan Header Module	Displays the module identifier for auto loan account and available for edit.
Current Header Module	Displays the module identifier for current account and available for edit.
Current Application Category	Displays the host system application category for current account and available for edit.
Current Second Body Header Additional Name	Displays the name of the additional parameter for current account and available for edit.
Savings Second Body Header Additional Name	Displays the name for additional parameter for savings account and available for edit.
Personal Loan Product Code	Displays the host system product code for personal loan and available for edit.
Current Second Body Header Function	Displays the host system code for current account initiation stage and available for edit.
Savings First Body Header Additional Value	Displays the value for additional parameter for savings account and available for edit.
Personal Loan Application Category	Displays the host system application category for personal loan and available for edit.
Co- Applicant Registration URL	Displays the URL for registration of the co-applicant and available for edit. This parameter is not required for FCUBS as the host system
Origination Date of Birth Limit Check	Displays the option for validating the date of birth limit i.e. Local / Remote and available for edit.
Auto Loan First Body Header Function	Displays the host system stage code for auto loans and available for edit.
Current Location	Displays the default location for current loan account and available for edit.
Personal Loan Account Class	Displays the host system account class for personal loan and available for edit.

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

Edit the required Origination module details.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Origination - 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 Payments, SMTP, Third Party Configuration 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 - 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
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.
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.
Service Request Turnaround Time	Displays the processing time within which the administrator should take action on a raised Service Request and is available for edit.

In the Service Request Persistent Type field, edit the persistent type for service request, if required.
In the Request Expiration duration (in days) field, edit the values for expiry duration, 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 Payments, SMTP, Third Party Configuration 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 – Common – View and Edit

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

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

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

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

Field Description

Field Name	Description
Batch Redirection Host Port	Displays the host port for batch redirection and is available for edit. Note: It should be left blank except for IDCS where it should be OHS Host and Port, e.g. host: port (mum00c:2222).

Field Name

Description

Batch Redirection Host Port

Displays the host port for batch redirection and is available for edit.

Note: It should be left blank except for IDCS where it should be OHS Host and Port, e.g. host: port (mum00c:2222).

In the Batch Redirection Host Port field, edit the host port number if required.
Click Save to save the changes.

OR

Click Cancel to cancel the transaction.
The System Configuration - Dynamic Module – Common - 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 Payments, SMTP, Third Party Configuration 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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