Redwood Experience Search for a Bank from the Personal Payment Method Page

You can now search for a bank using the branch identifier for United States, United Kingdom and Canada localizations on the Redwood personal payment method page. This feature is available for customers that preload bank branch information, have enabled the Use Existing Banks and Branches Cash Management profile option, and have opted-in to the feature using the lookup type ORA_IBY_CONTROLLED_FEATURES.

For example, you can use the routing number as the branch identifier for the United States to search for the bank and branch when creating a bank account to map with the personal payment method. Similarly, you can use sort code for the United Kingdom and transit number for Canada.

Use the redesigned Redwood VB Studio personal payment method page to search for a bank by its branch identifier for US, UK and CA.

Steps to Enable

Enable the search for bank using branch identifier by following these steps:

NOTE: This feature works only when the CE_USE_EXISTING_BANK_BRANCH profile option is set to ‘Yes’ and the country is US, UK or CA. If the CE_USE_EXISTING_BANK_BRANCH option is set to ‘No’, employee can create the bank account by entering the routing number or sort code manually.

1. In the Setup and Maintenance work area, go to the Manage Standard Lookups task.
2. Search for the lookup type ORA_IBY_CONTROLLED_FEATURES.
3. For the lookup type ORA_IBY_CONTROLLED_FEATURES, create a lookup code with the following details:
   • Lookup Code: IBY_BRANCH_NUM_SELECTION    
   • Meaning: Routing Number and Sort Code LOV    
   • Description: Routing Number and Sort Code LOV    
   • Enabled: Select the check box.
4. Click Save and Close.

Key Resources

For more information on personal payment methods, refer to these guides in the Oracle Help Center:

• Implementing Global Payroll
• Administering Global Payroll