Index
A
- Account Aggregation 35
- Add External Bank 35.1.2
- Adhoc Reports 55.1
- Admin Approval Rules – Create 13.2.2.3
- Admin Approval Rules - Edit 13.2.2.4
- Admin Approval Rules – Search 13.2.2.1
- Admin Approval Rules – View 13.2.2.2
- Administrative Approver Transactions 1.3
- Administrative Maker Transactions 1.2
- Admin Workflow Management – Create 13.1.2.3
- Admin Workflow Management - Edit 13.1.2.4
- Admin Workflow Management – Search 13.1.2.1
- Alerts 59.2
- Alerts Templates 33
- All Transactions 16.3.3
- API Consumption - Adhoc Report 55.3.1
- API Consumption Report 55.3
- API Consumption - Schedule Reports 55.3.2
- API Key 31.2
- Approval Rule – Create 14.9.4
- Approval Rule Report 55.6,
- Approval Rule Report - Adhoc Report 55.12.1
- Approval Rule Report - Adhoc Reports 55.6.1
- Approval Rules 13.2
- Approval Rules - Admin User 13.2.2
- Approval Rules - Edit 14.9.3
- Approval Rules - Retail & Business User 13.2.3
- Approval Rules – Retail & Business User – Rule Summary 13.2.3.3
- Approval Rules – Retail & Business User - Search 13.2.3.1
- Approval Rules – Retail & Business User - View 13.2.3.4
- Approval Rules - Schedule Reports 55.6.2
- Approval Rules – Select User Type 13.2.1
- Approval Rules – Summary 14.9.1
- Approval Rules - View 14.9.2
- Approvals 13
- Approval Workflow - Admin User - Workflow Management 13.1.2
- Approval Workflow - Retail & Business User - Workflow Management 13.1.3
- Approval Workflow – Select User Type 13.1.1
- Approve or Reject Service Requests (created using Service Request Form Builder) 48.3.1
- Approve or Reject Service Requests (For Service Requests available out of the box) 48.2.1
- ATM / Branch Maintenance 20
- ATM/ Branch Maintenance - Add 20.2
- ATM/ Branch Maintenance - Delete 20.4
- ATM/ Branch Maintenance - Edit 20.3
- ATM/ Branch Maintenance - Search 20.1
- ATM & Branch Locator 64
- Audit Log 43
- Authentication 29
- Authentication - Create 29.3
- Authentication - Edit 29.2
- Authentication - View 29.1
D
- Dashboard 1
- Dashboard Mapping – Summary 39.8
- Dashboard Overview 39
- Dashboard Overview – Clone 39.6
- Dashboard Overview – Create 39.3
- Dashboard Overview – Delete 39.7
- Dashboard Overview – Design – Create Administrator Template 39.4
- Dashboard Overview – Edit 39.5
- Dashboard Overview– Summary 39.1
- Dashboard Overview – View 39.2
- Delete Alert Template 33.4
- Delete Application Role 26.3
- Deleted Mail 59.1.4
- Delete External Bank's Details 35.1.4
- Delete Mapping 38.2.3, 39.8.2
- Delete Schedule Reports 55.2.3
- Delete Terms and Conditions 52.5
E
- Edit Application Role 26.2
- Edit Custom Workflow 15.2.1, 15.3.2
- Edit Schedule Reports 55.2.2
- Edit Templates 50.2
- Edit Terms and Conditions 52.3
- Entitlements 27
- Entitlements - Edit 27.2
- Entitlements - View 27.1
- EPI Payment Reconciliation - Adhoc Report 55.4.1
- EPI Payment Reconciliation Report 55.4
- EPI Payment Reconciliation – Schedule Report 55.4.2
- Events Data
- Experience Builder 38, 38.1
- Experience Builder - Create 38.1.1
- External Bank Maintenance 35.1
F
- FAQ 2.4, 3.5, 4.5, 5.4, 6.6, 7.3, 8.5, 13.1.4, 13.2.3.5, , 14.11, 15.4, 16.2, 17.1, 18.1, 20.5, 21.4, 22.3, 23.4, 25.4, 26.5, 28.4, 29.4, 30.4, 32.4, 33.5, 34.5, 36.4, 37.4, 39.9, 40.3, 41.5, 42.5, 43.2, 44.2, 44.4, 45.4, 46.3, 47.3, 53.3, 56.3, 58.1, 59.4, 60.3, 61.1
- FATCA & CRS Declaration - Adhoc Report 55.5.1
- FATCA & CRS Declaration Report 55.5
- FATCA & CRS Declaration - Schedule Reports 55.5.2
- Feedback 16
- Feedback Analytics 16.3
- Feedback Template Maintenance 16.1
- Feedback Template Maintenance - Create 16.1.3
- Feedback Template Maintenance - Edit 16.1.2
- Feedback Template Maintenance - Search 16.1.1
- File Identifier Maintenance 44.1
- File Identifier Maintenance - Administrator User - Create 44.1.3
- File Identifier Maintenance - Administrator User – Edit 44.1.4
- File Identifier Maintenance - Administrator User – Summary 44.1.2
- File Identifier Maintenance - Corporate User - Create 44.1.6
- File Identifier Maintenance - Corporate User – Edit 44.1.7
- File Identifier Maintenance - Corporate User – Search and View 44.1.5
- File Identifier Maintenance – User Type Selection 44.1.1
- File Identifier wise Party User Mapping - Adhoc Report 55.7.1
- File Identifier wise Party User Mapping Report 55.7
- File Identifier wise Party User Mapping - Schedule Report 55.7.2
- File Upload 44
- First Time Login 18
G
- General Feedback 16.3.4
- Goal Category - Create 37.2
- Goal Category - Edit 37.3
- Goal Category Maintenance 37
- Goal Category - Search 37.1
- Goal Category - View 37.1.1
- Group Corporate Alerts Subscription 47
- Group Corporate Alerts Subscription - Search 47.1
- Group Corporate Onboarding 14
- Group Corporate Onboarding – Search Corporate 14.1
- Group Corporate Profiling - Create 14.2.1
- Group Corporate Profiling - Edit 14.2.3
- Group Corporate Profiling - View 14.2.2
L
- Limit Package Management 6
- Limit Package Management - Clone 6.4
- Limit Package Management - Create 6.2
- Limit Package Management - Delete 6.5
- Limit Package Management - Edit 6.3
- Limit Package Management - View 6.1
- Limits Definition 5
- Limits Definition - Create 5.2
- Limits Definition - Delete Limit 5.3
- Limits Definition - View 5.1
M
- Mailbox 59
- Mailers 34
- Mailers - Create 34.2
- Mailers - Delete 34.4
- Mailers - Edit 34.3
- Mailers - Search and View 34.1
- Mails 59.1
- Manage Brand - Delete 38.1.4
- Manage Brand - Edit 38.1.3
- Manage Brand - View 38.1.2
- Manage DND Alerts 63
- Mapping 38.2
- Merchant Management 4
- Merchant Management – Collect Funds 4.3
- Merchant Management – Collect Funds – Create Merchant 4.3.2
- Merchant Management – Collect Funds – Edit 4.3.3
- Merchant Management – Collect Funds – View 4.3.1
- Merchant Management - Delete 4.4
- Merchant Management – Funds Out 4.2
- Merchant Management – Funds Out – Create Merchant 4.2.2
- Merchant Management – Funds Out – Edit 4.2.3
- Merchant Management – Funds Out – View 4.2.1
- Merchant Management – Search 4.1
- My Reports 56
- My Reports - Adhoc 56.1
- My Reports - Scheduled 56.2
P
- Party Account Access 9
- Party Account Access – Create 14.3.1
- Party Account Access - Delete 9.4
- Party Account Access- Delete 14.3.4
- Party Account Access - Edit 9.3
- Party Account Access- Edit 14.3.3
- Party Account Access - Mapping (Create) 9.1
- Party Account Access - View 14.3.2
- Party Account Access- View 9.2
- Party Preferences 3
- Party Preferences - Create 3.2
- Party Preferences - Edit 3.4
- Party Preferences- Search 3.1
- Party Preferences - View 3.3
- Party Resource Access 11
- Party Resource Access - Delete 11.4
- Party Resource Access - Edit 11.3
- Party Resource Access - Mapping (Create) 11.1
- Party Resource Access- View 11.2
- Party User wise File Identifiers Mapping - Adhoc Report 55.8.1
- Party User wise File Identifiers Mapping Report 55.8
- Party User wise File Identifiers Mapping - Schedule Reports 55.8.2
- Party wise File Identifiers Mapping - Adhoc Report 55.9.1
- Party wise File Identifiers Mapping Report 55.9
- Party wise File Identifiers Mapping - Schedule Reports 55.9.2
- Party wise Payee Maintenance - Adhoc Report 55.10.1
- Party wise Payee Maintenance Report 55.10
- Party wise Payee Maintenance - Schedule Reports 55.10.2
- Password Encryption and Decryption with Public and Private Key Pairs 31.1
- Payee Restriction Setup 23
- Payee Restriction Setup - Create 23.3
- Payee Restriction Setup - Edit 23.2
- Payee Restriction Setup - View 23.1
- Product Maintenance 21
- Product Maintenance - Create 21.3
- Product Maintenance - Edit 21.2
- Product Maintenance - View 21.1
- Profile 61
R
- Ready to Submit 14.1.3
- Relationship Maintenance 40
- Relationship Mapping 40.1
- Relationship Mapping Maintenance - Edit 40.1.2
- Relationship Mapping Maintenance - View 40.1.1
- Relationship Matrix 40.2
- Relationship Matrix Maintenance - Edit 40.2.2
- Relationship Matrix Maintenance - View 40.2.1
- Report Generation 55
- Reports 54
- Request Processing 48
- Request Processing - Summary 48.1
- Resource Bundle Maintenance 51
- Resource Bundle Maintenance - Edit 51.2
- Resource Bundle Maintenance - Search & View 51.1
- Retail & Business Approval Rules – Create 13.2.3.2
- Retail & Business Workflow Management - Edit 13.1.3.4
- Retail & Business Workflow Management – Summary 13.1.3.1
- Retail & Business Workflow Management – View 13.1.3.2
- Role Maintenance 26
S
- Schedule Reports 55.2
- Search & View Application Role 26.1
- Search and View External Bank's Details 35.1.1
- Search Audit Details 43.1
- Security Keys 31
- Security Questions Maintenance 30
- Security Questions Maintenance - Create 30.3
- Security Questions Maintenance - Edit 30.2
- Security Settings 60
- Send to Modify 14.10
- Sent Mail 59.1.2
- Sent Mail - Details 59.1.3
- Service Request Details (For Service Requests available out of the box) 48.2
- Service Request Details (Requests created using Service Request-Form Builder) 48.3
- Session Summary 62
- Set Security Question 60.1
- Single Product Application 15.2
- Spend Category 36
- Spend Category - Create 36.2
- Spend Category - Edit 36.3
- Spend Category - Search 36.1
- Spend Category - View 36.1.1
- Step 1: Group Corporate Profiling 14.2
- Step 2: Party Account Access 14.3
- Step 3: User Onboarding 14.4
- Step 4: User Group Maintenance 14.5
- Step 5: User Account Access 14.6
- Step 6: Report Mapping 14.7
- Step 7: Workflow Management 14.8
- Step 8: Approval Rules 14.9
- Subscribe/ Unsubscribe Alerts 46.2, 47.2
- System Administrative Transactions 1.1
- System Rules 17
T
- Template Maintenance 50
- Terms and Conditions Maintenance 52
- Terms and Conditions - Search and View 52.1
- Terms and Conditions - View 52.1.1
- Timer Maintenance 53
- Top Three and Bottom Three Transactions 16.3.1
- Touch Point Group Maintenance 25
- Touch Point Group Maintenance - Create 25.3
- Touch Point Group Maintenance - Edit 25.2
- Touch Point Group Maintenance - View 25.1
- Touch Point Maintenance 24
- Touch Point Maintenance - Create 24.3
- Touch Point Maintenance - Edit 24.2
- Touch Point Maintenance - View 24.1
- Transaction Aspects 19
- Transaction Blackout 41
- Transaction Blackout - Create 41.2
- Transaction Blackout - Delete 41.4
- Transaction Blackout - Edit 41.3
- Transaction Blackout - Search 41.1
- Transaction Group Maintenance 8
- Transaction Group Maintenance - Create 8.2
- Transaction Group Maintenance - Delete 8.4
- Transaction Group Maintenance - Edit 8.3
- Transaction Group Maintenance - View 8.1
- Transaction Working Window - Create 42.2
- Transaction Working Window - Delete 42.4
- Transaction Working Window - Edit 42.3
- Transaction Working Window - Search 42.1
U
- Update Alert Template 33.3
- Update External Bank's Details 35.1.3
- Update Timer 53.2
- Update Transaction Aspects 19.2
- User Account Access 10
- User Account Access – Create 14.6.1
- User Account Access - Delete 10.4
- User Account Access – Delete 14.6.4
- User Account Access - Edit 10.3
- User Account Access – Edit 14.6.3
- User Account Access - Mapping (Create) 10.1
- User Account Access – View 14.6.2
- User Account Access- View 10.2
- User Alerts Subscription 46
- User Alerts Subscription - Search 46.1
- User Entitlement Report 55.14
- User Entitlement Report- Adhoc Report 55.14.1
- User File Identifier Mapping 44.3
- User File Identifier Mapping – Administrator - Create 44.3.3
- User File Identifier Mapping – Administrator - Edit 44.3.4
- User File Identifier Mapping – Administrator - Search 44.3.2
- User File Identifier Mapping - Corporate User - Create 44.3.6
- User File Identifier Mapping - Corporate User - Edit 44.3.7
- User File Identifier Mapping - Corporate User - Search 44.3.5
- User File Identifier Mapping – User Type Selection 44.3.1
- User Group Management 45
- User Groups – Admin User 45.2
- User Groups - Admin User – Create 45.2.1
- User Groups - Admin User – Edit Group 45.2.3
- User Groups - Admin User – Search Summary 45.2.2
- User Groups – Create 14.5.1
- User Groups – Edit 14.5.3
- User Groups – Retail & Business User 45.3
- User Groups - Retail & Business User – Create 45.3.2
- User Groups - Retail & Business User – Edit Group 45.3.3
- User Groups - Retail & Business User – Group Summary 45.3.4
- User Groups - Retail & Business User – Search Party 45.3.1
- User Groups – Select User Type 45.1
- User Groups – Summary & View 14.5.2
- User Group - Subject Mapping 32
- User Group - Subject Mapping - Create 32.2
- User Group - Subject Mapping - Modify 32.3
- User Group - Subject Mapping - Search 32.1
- User Helpdesk 58
- User Limits 7
- User Limits - Edit 7.2
- User Limits - View 7.1
- User List Report 55.13
- User List Report - Adhoc Report 55.13.1
- User Management 2
- User Management - Create 2.1
- User Management - Edit 2.3
- User Management - Search and View 2.2
- User Profile - Edit 22.2
- User Profile Maintenance 22
- User Profile - View 22.1
- User Report Mapping 57
- User Report Mapping - Administrator User 57.2
- User Report Mapping - Create 14.7.2, 57.2.1, 57.3.2
- User Report Mapping - Edit 14.7.3, 57.2.3, 57.3.3
- User Report Mapping – Retail and Business User 57.3
- User Report Mapping - Search 57.2.2, 57.3.1
- User Report Mapping – Search & View 14.7.1
- User Report Mapping – Select User Type 57.1
- User Resource Access 12
- User Resource Access - Delete 12.4
- User Resource Access - Edit 12.3
- User Resource Access - Mapping (Create) 12.1
- User Resource Access- Search 12.2
- User Security Question - Edit 60.1.2
- User Segment Maintenance 28
- User Segment Maintenance - Create 28.3
- User Segment Maintenance - Edit 28.2
- User Segment Maintenance - Search 28.1
- User Segment Summary - Adhoc Report 55.11.1
- User Segment Summary Report 55.11
- User Segment Summary - Schedule Reports 55.11.2
V
- View Alert Template 33.1
- View Bundled Application Workflows 15.3.1
- View Linked Parties under Group Corporate 14.1.1
- View Scheduled Reports 55.2.1
- View Security Questions 30.1, 60.1.1
- View Templates 50.1
- View Timer 53.1
- View Transaction Aspects 19.1
- View Workflow for a Single Product Application 15.1