Index
A
- Account Aggregation 43
- Add Currency Pairs 28.1
- Add External Bank 43.1.2
- Adhoc Reports 61.1
- Admin Approval Rules – Create 15.2.2.3
- Admin Approval Rules - Edit 15.2.2.4
- Admin Approval Rules – Search 15.2.2.1
- Admin Approval Rules – View 15.2.2.2
- Administrative Approver Transactions 2.3
- Administrative Maker Transactions 2.2
- Admin Workflow Management – Create 15.1.2.3
- Admin Workflow Management - Edit 15.1.2.4
- Admin Workflow Management – Search 15.1.2.1
- Alerts 66.2
- Alerts Maintenance 41
- Alerts Maintenance - Create 41.2
- Alerts Maintenance- Delete 41.4
- Alerts Maintenance - Edit 41.3
- Alerts Maintenance - Search 41.1
- All Transactions 19.3.3
- Analytics Dashboard 48
- API Consumption - Adhoc Report 61.3.1
- API Consumption Report 61.3
- API Consumption - Schedule Reports 61.3.2
- API Key 38.2
- Approval Rule – Create 16.9.4
- Approval Rule Report 61.20
- Approval Rule Report - Adhoc Report 61.20.1
- Approval Rules 15.2
- Approval Rules - Admin User 15.2.2
- Approval Rules - Edit 16.9.3
- Approval Rules - Retail & Business User 15.2.3
- Approval Rules – Retail & Business User – Rule Summary 15.2.3.3
- Approval Rules – Retail & Business User - Search 15.2.3.1
- Approval Rules – Retail & Business User - View 15.2.3.4
- Approval Rules – Select User Type 15.2.1
- Approval Rules – Summary 16.9.1
- Approval Rules - View 16.9.2
- Approvals 15
- Approval Workflow - Admin User - Workflow Management 15.1.2
- Approval Workflow - Retail & Business User - Workflow Management 15.1.3
- Approval Workflow – Select User Type 15.1.1
- Approve or Reject Service Requests (created using Service Request Form Builder) 59.3.1
- Approve or Reject Service Requests (For Service Requests available out of the box) 59.2.1
- ATM / Branch Maintenance 24
- ATM/ Branch Maintenance - Add 24.2
- ATM/ Branch Maintenance - Delete 24.4
- ATM/ Branch Maintenance - Edit 24.3
- ATM/ Branch Maintenance - Search 24.1
- ATM & Branch Locator 74
- Audit Log 52
- Authentication 35
- Authentication - Create 35.3
- Authentication - Edit 35.2
- Authentication - View 35.1
B
- Biller Category Maintenance 29
- Biller Category Maintenance - Add Category 29.2
- Biller Category Maintenance - Delete 29.4
- Biller Category Maintenance - Edit Category 29.3
- Biller Category Maintenance - Summary 29.1
- Biller Onboarding 6.1
- Biller Onboarding - Create 6.1.2
- Biller Onboarding - Delete 6.1.5
- Biller Onboarding - Edit 6.1.4
- Biller Onboarding - Search 6.1.1
- Biller Onboarding - View 6.1.3
- Biller Reconciliation - Adhoc Report 61.5.1
- Biller Reconciliation Report 61.5
- Biller Reconciliation - Schedule Reports 61.5.2
- Biller Registration - Adhoc Report 61.4.1
- Biller Registration Report 61.4
- Biller Registration - Schedule Reports 61.4.2
- Bill Payment Pay Later - Adhoc Report 61.6.1
- Bill Payment Pay Later Report 61.6
- Bill Payment Pay Later - Schedule Reports 61.6.2
- Brand Mapping 46.5
- Brand Mapping Search 46.5.1
- Bundle Application 17.3
C
- Change Password 67.2
- Client Maintenance 54.3
- Client Maintenance – Create 54.3.3
- Client Maintenance – Edit 54.3.2
- Client Maintenance - Search 54.3.1
- Comments 16.1.2
- Copy and Create a new Request 18.3.1
- Copy Terms and Conditions 60.4
- Create Application Role 32.4
- Create Mapping 46.5.2, 47.8.1
- Create Terms and Conditions 60.2
D
- Dashboard 2
- Dashboard Mapping – Summary 47.8
- Dashboard Overview 47
- Dashboard Overview – Clone 47.6
- Dashboard Overview – Create 47.3
- Dashboard Overview – Delete 47.7
- Dashboard Overview – Design – Create Administrator Template 47.4
- Dashboard Overview – Edit 47.5
- Dashboard Overview– Summary 47.1
- Dashboard Overview – View 47.2
- Date Wise User Creation - Adhoc Report 61.7.1
- Date Wise User Creation Report 61.7
- Date Wise User Creation - Schedule Reports 61.7.2
- Deactivate/Activate Service Request 18.5
- Delete Application Role 32.3
- Deleted Mail 66.1.4
- Delete External Bank's Details 43.1.4
- Delete Mapping 46.5.3, 47.8.2
- Delete Schedule Reports 61.2.3
- Delete Terms and Conditions 60.5
E
- Edit Application Role 32.2
- Edit Custom Workflow 17.2.1, 17.3.2
- Edit Schedule Reports 61.2.2
- Edit Terms and Conditions 60.3
- Electronic Bill Presentment and Payment 6
- Entitlements 33
- Entitlements - Edit 33.2
- Entitlements - View 33.1
- EPI Payment Reconciliation - Adhoc Report 61.8.1
- EPI Payment Reconciliation Report 61.8
- EPI Payment Reconciliation – Schedule Report 61.8.2
- External Bank Maintenance 43.1
F
- FAQ 3.5, 4.5, 5.5, 7.4, 8.6, 9.3, 10.5, 15.1.4, 15.2.3.5, , 16.11, 17.4, 18.6, 19.2, 20.4, 21.1, 22.1, 24.5, 25.4, 26.3, 27.4, 31.4, 32.5, 34.4, 35.4, 36.4, 37.5, 39.4, 40.4, 41.5, 42.5, 44.4, 45.4, 47.9, 48.1, 49.3, 50.5, 51.5, 52.2, 53.2, 53.4, 53.7, 55.4, 56.3, 57.3, 58.3, 62.3, 65.1, 66.4, 67.3, 68.1
- FATCA & CRS Declaration - Adhoc Report 61.9.1
- FATCA & CRS Declaration Report 61.9
- FATCA & CRS Declaration - Schedule Reports 61.9.2
- Feedback 19
- Feedback Analytics 19.3
- Feedback Template Maintenance 19.1
- Feedback Template Maintenance - Create 19.1.3
- Feedback Template Maintenance - Edit 19.1.2
- Feedback Template Maintenance - Search 19.1.1
- File Identifier Maintenance 53.1
- File Identifier Maintenance - Administrator User - Create 53.1.3
- File Identifier Maintenance - Administrator User – Edit 53.1.4
- File Identifier Maintenance - Administrator User – Summary 53.1.2
- File Identifier Maintenance - Corporate User - Create 53.1.6
- File Identifier Maintenance - Corporate User – Edit 53.1.7
- File Identifier Maintenance - Corporate User – Search and View 53.1.5
- File Identifier Maintenance – User Type Selection 53.1.1
- File Identifier wise Party User Mapping - Adhoc Report 61.10.1
- File Identifier wise Party User Mapping Report 61.10
- File Identifier wise Party User Mapping - Schedule Report 61.10.2
- File Upload 53
- File Upload – Bill Presentment 53.5
- First Time Login 22
- Forex Deal Maintenance 28
- Forgot Password 71
- Forgot Username 72
G
- General Feedback 19.3.4
- Goal Category - Create 45.2
- Goal Category - Edit 45.3
- Goal Category Maintenance 45
- Goal Category - Search 45.1
- Goal Category - View 45.1.1
- Group Corporate Alerts Subscription 58
- Group Corporate Alerts Subscription - Search 58.1
- Group Corporate Onboarding 16
- Group Corporate Onboarding – Search Corporate 16.1
- Group Corporate Profiling - Create 16.2.1
- Group Corporate Profiling - Edit 16.2.3
- Group Corporate Profiling - View 16.2.2
L
- Limit Package Management 8
- Limit Package Management - Clone 8.4
- Limit Package Management - Create 8.2
- Limit Package Management - Delete 8.5
- Limit Package Management - Edit 8.3
- Limit Package Management - View 8.1
- Limits Definition 7
- Limits Definition - Create 7.2
- Limits Definition - Delete Limit 7.3
- Limits Definition - View 7.1
- List Of Topics 75
M
- Mailbox 66
- Mailers 42
- Mailers - Create 42.2
- Mailers - Delete 42.4
- Mailers - Edit 42.3
- Mailers - Search and View 42.1
- Mails 66.1
- Manage Brand 46
- Manage Brand - Create 46.1
- Manage Brand - Delete 46.4
- Manage Brand - Edit 46.3
- Manage Brand - View 46.2
- Manage DND Alerts 73
- Merchant Management 5
- Merchant Management - Delete 5.4
- Merchant Management – Inward Remittance 5.3
- Merchant Management – Inward Remittance – Create Merchant 5.3.2
- Merchant Management – Inward Remittance – Edit 5.3.3
- Merchant Management – Inward Remittance – View 5.3.1
- Merchant Management – Outward Remittance 5.2
- Merchant Management – Outward Remittance – Create Merchant 5.2.2
- Merchant Management – Outward Remittance – Edit 5.2.3
- Merchant Management – Outward Remittance – View 5.2.1
- Merchant Management – Search 5.1
- Message Maintenance 64
- Message Maintenance - Edit 64.2
- Message Maintenance - View 64.1
- Missed Call Banking - Edit 20.3
- Missed Call Banking - Search 20.2
- My Reports 62
- My Reports - Adhoc 62.1
- My Reports - Scheduled 62.2
P
- Party Account Access 11
- Party Account Access – Create 16.3.1
- Party Account Access - Delete 11.4
- Party Account Access- Delete 16.3.4
- Party Account Access - Edit 11.3
- Party Account Access- Edit 16.3.3
- Party Account Access - Mapping (Create) 11.1
- Party Account Access - View 16.3.2
- Party Account Access- View 11.2
- Party Preferences 4
- Party Preferences - Create 4.2
- Party Preferences - Edit 4.4
- Party Preferences- Search 4.1
- Party Preferences - View 4.3
- Party Resource Access 13
- Party Resource Access - Delete 13.4
- Party Resource Access - Edit 13.3
- Party Resource Access - Mapping (Create) 13.1
- Party Resource Access- View 13.2
- Party User wise File Identifiers Mapping - Adhoc Report 61.11.1
- Party User wise File Identifiers Mapping Report 61.11
- Party User wise File Identifiers Mapping - Schedule Reports 61.11.2
- Party wise Approval Rule - Adhoc Report 61.12.1
- Party wise Approval Rule report 61.12
- Party wise Approval Rule - Schedule Reports 61.12.2
- Party wise File Identifiers Mapping - Adhoc Report 61.13.1
- Party wise File Identifiers Mapping Report 61.13
- Party wise File Identifiers Mapping - Schedule Reports 61.13.2
- Party wise Payee Maintenance - Adhoc Report 61.14.1
- Party wise Payee Maintenance Report 61.14
- Party wise Payee Maintenance - Schedule Reports 61.14.2
- Party wise User Group - Adhoc Report 61.15.1
- Party wise User Group Report 61.15
- Party wise User Group - Schedule Report 61.15.2
- Password Encryption and Decryption with Public and Private Key Pairs 38.1
- Password Policy Maintenance 37
- Password Policy Maintenance - Create 37.3
- Password Policy Maintenance - Edit 37.4
- Password Policy Maintenance - Search 37.1
- Password Policy Maintenance - View 37.2
- Payee Restriction Setup 27
- Payee Restriction Setup - Create 27.3
- Payee Restriction Setup - Edit 27.2
- Payee Restriction Setup - View 27.1
- Print Password 56
- Print Password - Print 56.2
- Print Password - Search 56.1
- Product Maintenance 25
- Product Maintenance - Create 25.3
- Product Maintenance - Edit 25.2
- Product Maintenance - View 25.1
- Profile 68
R
- Ready to Submit 16.1.3
- Relationship Maintenance 49
- Relationship Mapping 49.1
- Relationship Mapping Maintenance - Edit 49.1.2
- Relationship Mapping Maintenance - View 49.1.1
- Relationship Matrix 49.2
- Relationship Matrix Maintenance - Edit 49.2.2
- Relationship Matrix Maintenance - View 49.2.1
- Reports 61
- Request Processing 59
- Request Processing - Summary 59.1
- Reset Password 3.4
- Resource Server Maintenance 54.2
- Resource Server Maintenance – Create 54.2.3
- Resource Server Maintenance – Edit 54.2.2
- Resource Server Maintenance - Search 54.2.1
- Retail & Business Approval Rules – Create 15.2.3.2
- Retail & Business Workflow Management - Edit 15.1.3.4
- Retail & Business Workflow Management – Summary 15.1.3.1
- Retail & Business Workflow Management – View 15.1.3.2
- Role Transaction Mapping 32
S
- Schedule Reports 61.2
- Search & View Application Role 32.1
- Search and View External Bank's Details 43.1.1
- Search Audit Details 52.1
- Security Keys 38
- Security Questions Maintenance 36
- Security Questions Maintenance - Create 36.3
- Security Questions Maintenance - Edit 36.2
- Security Settings 67
- Send to Modify 16.10
- Sent Mail 66.1.2
- Sent Mail - Details 66.1.3
- Service Request Definition - Search and View 18.2
- Service Request Definition - Summary 18.1
- Service Request Details (For Service Requests available out of the box) 59.2
- Service Request Details (Requests created using Service Request-Form Builder) 59.3
- Service Request Form Builder 18
- Service Request Form Builder - Create 18.3
- Service Request Form Builder - Edit 18.4
- Session Summary 69
- Session Timeout 70
- Set Security Question 67.1
- Single Product Application 17.2
- SMS Banking 20
- SMS Banking - Edit 20.1
- Spend Category 44
- Spend Category - Create 44.2
- Spend Category - Edit 44.3
- Spend Category - Search 44.1
- Spend Category - View 44.1.1
- Step 1: Group Corporate Profiling 16.2
- Step 2: Party Account Access 16.3
- Step 3: User Onboarding 16.4
- Step 4: User Group Maintenance 16.5
- Step 5: User Account Access 16.6
- Step 6: Report Mapping 16.7
- Step 7: Workflow Management 16.8
- Step 8: Approval Rules 16.9
- Subscribe/ Unsubscribe Alerts 57.2, 58.2
- System Administrative Transactions 2.1
- System Rules 21
T
- Terms and Conditions Maintenance 60
- Terms and Conditions - Search and View 60.1
- Terms and Conditions - View 60.1.1
- Top Three and Bottom Three Transactions 19.3.1
- Touch Point Group Maintenance 31
- Touch Point Group Maintenance - Create 31.3
- Touch Point Group Maintenance - Edit 31.2
- Touch Point Group Maintenance - View 31.1
- Touch Point Maintenance 30
- Touch Point Maintenance - Create 30.3
- Touch Point Maintenance - Edit 30.2
- Touch Point Maintenance - View 30.1
- Transaction Aspects 23
- Transaction Blackout 50
- Transaction Blackout - Create 50.2
- Transaction Blackout - Delete 50.4
- Transaction Blackout - Edit 50.3
- Transaction Blackout - Search 50.1
- Transaction Group Maintenance 10
- Transaction Group Maintenance - Create 10.2
- Transaction Group Maintenance - Delete 10.4
- Transaction Group Maintenance - Edit 10.3
- Transaction Group Maintenance - View 10.1
- Transaction Host Integration Matrix 1
- Transaction Working Window - Create 51.2
- Transaction Working Window - Delete 51.4
- Transaction Working Window - Edit 51.3
- Transaction Working Window - Search 51.1
U
- Update External Bank's Details 43.1.3
- Update Forex Deal 28.2
- Update Transaction Aspects 23.2
- Uploaded File Inquiry – Default View 53.6.1
- Uploaded File Inquiry – File Details – Bill Presentment 53.6.3
- Uploaded File Inquiry – Search Filters 53.6.2
- Uploaded Files Inquiry 53.6
- User Account Access 12
- User Account Access – Create 16.6.1
- User Account Access - Delete 12.4
- User Account Access – Delete 16.6.4
- User Account Access - Edit 12.3
- User Account Access – Edit 16.6.3
- User Account Access - Mapping (Create) 12.1
- User Account Access – View 16.6.2
- User Account Access- View 12.2
- User Alerts Subscription 57
- User Alerts Subscription - Search 57.1
- User Entitlement Report 61.22
- User Entitlement Report- Adhoc Report 61.22.1
- User File Identifier Mapping 53.3
- User File Identifier Mapping – Administrator - Create 53.3.3
- User File Identifier Mapping – Administrator - Edit 53.3.4
- User File Identifier Mapping – Administrator - Search 53.3.2
- User File Identifier Mapping - Corporate User - Create 53.3.6
- User File Identifier Mapping - Corporate User - Edit 53.3.7
- User File Identifier Mapping - Corporate User - Search 53.3.5
- User File Identifier Mapping – User Type Selection 53.3.1
- User Group Management 55
- User Groups – Admin User 55.2
- User Groups - Admin User – Create 55.2.1
- User Groups - Admin User – Edit Group 55.2.3
- User Groups - Admin User – Search Summary 55.2.2
- User Groups – Create 16.5.1
- User Groups – Edit 16.5.3
- User Group - Service Request Mapping 40
- User Group - Service Request Mapping - Create 40.2
- User Group - Service Request Mapping - Modify 40.3
- User Group - Service Request Mapping - Search 40.1
- User Groups – Retail & Business User 55.3
- User Groups - Retail & Business User – Create 55.3.2
- User Groups - Retail & Business User – Edit Group 55.3.3
- User Groups - Retail & Business User – Group Summary 55.3.4
- User Groups - Retail & Business User – Search Party 55.3.1
- User Groups – Select User Type 55.1
- User Groups – Summary & View 16.5.2
- User Group - Subject Mapping 39
- User Group - Subject Mapping - Create 39.2
- User Group - Subject Mapping - Modify 39.3
- User Group - Subject Mapping - Search 39.1
- User Helpdesk 65
- User Limits 9
- User Limits - Edit 9.2
- User Limits - View 9.1
- User List Report 61.21
- User List Report - Adhoc Report 61.21.1
- User Management 3
- User Management - Create 3.1, 16.4.3
- User Management - Edit 3.3, 16.4.2
- User Management - Search and View 3.2, 16.4.1
- User Profile - Edit 26.2
- User Profile Maintenance 26
- User Profile - View 26.1
- User Report Mapping 63
- User Report Mapping - Administrator User 63.2
- User Report Mapping - Create 16.7.2, 63.2.1, 63.3.2
- User Report Mapping - Edit 16.7.3, 63.2.3, 63.3.3
- User Report Mapping – Retail and Business User 63.3
- User Report Mapping - Search 63.2.2, 63.3.1
- User Report Mapping – Search & View 16.7.1
- User Report Mapping – Select User Type 63.1
- User Resource Access 14
- User Resource Access - Delete 14.4
- User Resource Access - Edit 14.3
- User Resource Access - Mapping (Create) 14.1
- User Resource Access- Search 14.2
- User Security Question - Edit 67.1.2
- User Segment Maintenance 34
- User Segment Maintenance - Create 34.3
- User Segment Maintenance - Edit 34.2
- User Segment Maintenance - Search 34.1
- User Segment Summary - Adhoc Report 61.16.1
- User Segment Summary Report 61.16
- User Segment Summary - Schedule Reports 61.16.2
W
- Wallet KYC Report 61.18
- Wallets Creation for a Date Range - Adhoc Report 61.17.1
- Wallets Creation for a Date Range Report 61.17
- Wallets Creation for a Date Range - Schedule Report 61.17.2
- Wallets KYC - Adhoc Report 61.18.1
- Wallets KYC - Schedule Report 61.18.2
- Wallets Transaction Activity - Adhoc Report 61.19.1
- Wallets Transaction Activity Report 61.19
- Wallets Transaction Activity - Schedule Report 61.19.2
- Workflow Management 15.1
- Workflow Management – Create 15.1.3.3, 16.8.3
- Workflow Management - Edit 16.8.4
- Workflow Management – Summary 16.8.1
- Workflow Management – View 15.1.2.2, 16.8.2
- Working Window 51