1. Core User Manual
  2. Dashboard

2 Dashboard

Dashboard allows an administrator user to access various administrative functions of the channel banking system. The role of the System/Bank administrator is to manage and administer day-to-day functions of a bank. Administrators can perform various tasks such as doing Day 1 maintenances, maintenances pertaining to retail / corporate banking, creation of roles, user creation, maintenance of party preferences etc.

Dashboards provides a quick view of the most relevant functions, to achieve a particular objective or complete a process. OBDX Administrator dashboard is mapped at various available levels like Party, Segment, User Type or User. This displays the end user's dashboard auto painted based on the roles assigned. The logged in-user can add or remove widgets while creating the dashboard. Each widget can be assigned a priority as per the requirement and the widgets to be displayed on the module dashboards will be based upon the assigned priority.

Note:

All Administrative maintenances are supported only on ‘Desktop’ form factor and not supported on ‘Mobile’ and ‘Tablet’ .

The Administrator dashboard comprises of Quick Links, each of which when clicked launches into the respective item.

Figure 2-1 Dashboard


Description of Figure 2-1 follows
Description of "Figure 2-1 Dashboard"

Dashboard Overview

Icons

Following icons are present on the System Administrator dashboard:
  • futurebank: Clicking this icon takes you to the dashboard.
  • mailbox: Clicking this icon takes you to the Mailbox screen.
  • Search: Click this icon and enter the transaction name to search the transactions.
  • welcome: Click this icon to view the user's profile and for logout option
  • toggle menu: Click the toggle menu to access the list of all the transactions.
  • Select Language: Select your desired language from the drop-down list.
  • ATM & Branch Locator: Click to view the address and location of the ATMs and the branches of the Bank.
Toggle Menu Transactions
Following items are present on the Toggle Menu:
  • configuration: Click this menu to access the configuration like System Rules, System Configuration, Transaction aspects etc.
  • authorization: Click this menu to setup access controls and authorization related transactions like maintain touch points, Application role creation and entitlement mapping etc.
  • security: Click this menu to access the security setup related transactions like setting up second factor authorization, password policy etc.
  • limits: Click this menu to manage limits.
  • onbording: Click this menu to onboard and manage, users, merchants and billers.
  • corporate onboarding: Click on this menu to onboard and manage Party and Group Corporates with Group corporate Profiling, Party Account Access, User Management, User Group, User Account Access, User Report Mapping, Approval Workflow & Rules.
  • access management: Click this menu to set up account access rules for a corporate.
  • approval: Click this menu to access and setup Approval workflow and rules for Corporate and Administrator users.
  • payments: Click here to access maintenances with respect to payments.
  • personal finance Management: Click this menu to plan finances and track expenditures. It consists of sub menu items like Spend Category Maintenance, Goal Category Maintenance and External Bank Maintenance.
  • reports: Click this menu to generate reports and view the generated reports.
  • file upload: Click this menu to create a file identifier and map it to the user along with file upload and inquiry.
  • communication: Click this menu to access User Group Subject Mapping, Alert Maintenance and Mailers.
  • controls and monitoring:
  • user experience: Click this menu to manage and build your customize dashboards.
  • templates: Click this menu to manage service request form, feedback and SMS banking templates.
  • oauth: Click this menu to manage and limit the third party authorization access to an HTTP service.
  • other: User Group Management, Print Password, User Alerts Subscription, Group Corporate Alerts Subscription, Request Processing and User Help Desk.
  • mailbox: Click this menu to view the Mails, Alerts and Notifications.
  • account settings: Click this menu to view the user's profile and login details like start date and time, end date and time, Channel and IP address of the last sessions of the logged in user.
  • atm branch locator: Click to view the address and location of the ATMs and the branches of the Bank.
  • security & Login: Click here to setup security questions and change password.
  • help: Click this menu to launch the online help
  • about: Click this menu to view the information about the application like version number, copyright etc.

Note:

The user will be shown the above options only if he has the access to the all the transactions falling under that group.