75 List of Topics

This user manual is organized as follows:

Table 75-1 List Of Topics

Topics	Description
Preface	This topic provides information on the introduction, intended audience, list of topics, and acronyms covered in this guide
Transaction Host Integration Matrix	This topic provides information on integration ofthe Core with Oracle FLEXCUBE Core Banking, Oracle FLEXCUBE Universal Banking and Oracle Banking SCF / Oracle Banking Cash Management.
Dashboards	This topic provides information on the OBAPIS Administrator dashboard which are 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.
User Management	This topic enables System/ Bank Administrator to onboard and manage users and their login credentials for channel banking access for both internal and external users.
Party Preferences	This topic allows the administrator to onboard the party on OBAPIS along with definition of attributes like limits, Approval flow, grace period etc.
Merchant Management	This topic explains about setting up and maintaining merchants using the channel banking platform, which in turn enables the users to initiate merchant based payments using the channel banking facility.
Biller Onboarding	This topic provides information on how System Administrators can creates billers and defines payment methods accepted by biller
Limits Definition	This topic provides information abount the limits defined by the bank to set up amount and duration based restrictions on the transactions which can be carried out by the user.
Limit Package Management	This topics provides information on a group of transaction limits and how limits defined mapped to each transaction or to a transaction group.
User Limits	This topic provides information on how to view System/Bank Administrator current available and utilized limits of specific retail user and to modify there limits as per the requirement.
Transaction Group Maintenance	This topic enables the System Administrator to create and maintain a transaction group for the purpose of defining consolidated transaction limits.
Party Account Access	This topic provides information on how access to accounts held by the party with the bank as available in the core banking application or the respective mid-office application.
User Account Access	This topic provides information on how System/ Bank Administrator can provide access to Virtual Account Management Resource ‘Remitter List’.
Party Resource Access	This topic provides information on how System/ Bank Administrator can provide access to Virtual Account Management Resource ‘Remitter List’.
User Resource Access	This topic provides information on the set up remitter list mapping and transaction access for user(s) of the corporate party.
Approvals	This topic provides information on Approval Management Function which enables the Bank Administrator to configure approval flows for various financial and non-financial transactions on channel banking for bank’s customers and for administrators & retail and bBusiness users.
Wokflow Management	This topic provides information on how approval workflow are created to support requirements where multiple levels of approval are required in a specific sequence for a transaction/maintenance.
Approval Rules	This topic provides information on how to set a rule financial transactions, non-financial, non account financial transactions, and for maintenances. bank/corporate requirements.
Group Corporate Onboarding	This topic provides information on the administrator to allow onboard the corporate party on OBAPIS along with definition of various attributes including Group Corporate Profiling, Party and User Account Access, User Onboarding, User Group Maintenance, User Reports Mapping, Approvals Workflow and Rules Maintenance etc.
Origination Workflow Configuration	This topic explains an administrative maintenance using which the bank administrator can define the sequence of the sections in application form for each of the products as well as for the bundle application.
Service Request Form Builder	This topic explains how system administrator can define service requests by defining its attributes and by building the form which are available for Retail users for creating a new Service Request.
Feedback Template Maintenace	This topic provides information on how System Administrator can maintain the feedback templates by defining the feedback question, selecting the rating scale, adding new questions along with new options, selecting the transactions for which feedback capture needs to be enabled.
Feedback Analytics	This topic provides information on Feedback Analytics which gives the bank a quick analysis of the feedback information collected from the customers.
SMS Banking	This topic provides information on giving control to business user using SMS and Missed call banking to manage there account whenever and wherever needed by sending a SMS or by giving a missed call on a designated number.
System Rules	This topic provides information on how to set different parameters for each enterprise role (User Type- Retail, Corporate and Administrator).
First Time Login	This topic explains the certain tasks that a new user needs to fulfil before being able to access the online services of the bank when he/she logs into the application for the first time with the user name and password provided by bank.
Transaction Aspects	This topic provides information on how to view the aspects for a selected transaction and also edit the aspects like Limits Check, Approvals etc.
ATM / Branch Maintenance	This topic explains how System Administrator can search and view the ATM/ branch and its details like branch/ ATM ID, branch name, address details, phone number, work timings and services offered by the bank or add/edit ATM and branch details.
Product Maintenance	This topic provides information on how the System Administrator can map products to users from the channel for Term Deposit and Recurring Deposit module.
User Profile Maintenance	This topic provides information on how the System Administrator can setup the user profile details for reatil user.
Payee Restriction Setup	This topic explains how System Administrator can restrict the number of payees that a retail user can create for each payment network per day.
Forex Deal Maintenance	This topic provides information on the maintaining currency pair and making it available to corporate users to book deals and utilize those while making payments.
Biller Category Maintenance	This topic provides information on maintenance of biller categories i.e. Manage Biller Category, Add Biller Category, Edit Biller Mapping Category, Delete Biller Category.
Touch Point Maintenance	This topic provided information on how Touch Points can be defined/created, viewed/inquired and modified by the System Administrator.
Touch Point Group Maintenance	This topic provided information on how system administrator can view and modify the touch point groups.
Role Transaction Mapping	This topic provides information on how system administrator can create/view/edit/delete application roles.
Entitlements	This topic provides information on how system administrator can view/edit existing entilements.
User Segment Maintenance	This topic allows the system administrator to create new segments or view/edit it and subsequently use these segments to define specific maintenances at user segment level.
Authentication	This topic provided information on maintenance of each entity in a multi entity setup, which enables banks in defining different authentication mode for a same transaction for each entity
Security Questions Maintenance	This topic provided information on setting up and managing the security questions, which used as another layer of security.
Password Policy Maintenance	This topic provided information on how to create, view and edit of password policy for different user types.
Security Keys	This topic provided information about the Password Encryption and Decryption with Public and Private Key Pairs, API Key, and JWT Encryption Key
User Group - Subject Mapping	This topic explains about mapping of subjects to user groups in the bank to streamline communication between the bank’s users and its end customers.
Alerts Maintenance	This topic provided information on how System Administrator can define required parameters for each alert that is to be sent to the banks internal (Administrators) and external users (Business users).
Mailers	This topic provided information on creating Mailers which are sent to specific users, parties or user segments and customized to reach some or all users, to be sent now or on a specific date and time, in the future.
External Bank Maintenance	This topic provided information on how to System Administrators can add an external bank and enable linking of OBAPIS with the external bank. The System Administrators can view, update/ delete the external bank details using this
Spend Category	This topic explains the Spend Category maintenance which allows the System Administrator to create, modify categories.
Goal Category Maintenance	This topic explains the Goal Category maintenance which allows the System Administrator to create, modify categories and map the Product to Goal Category .
Manage Brand	This topic gives information on how the System Administrator using Manage Brand administrative maintenance defines the theme using brand logo, colors, fonts and font sizes, and create themes for retail users for personalizing his/her view.
Dashboard Builder	This topic explains about the administrative maintenance that allows the System Administrator to create and configure dashboard templates for Retail, Corporate and Administrator users.
Relationship Mapping	This topic provides information on how the System Administrator can map OBAPIS account relationship codes with account relationship codes defined in Core Banking Application so that the corresponding matrix defined in OBAPIS will be followed based on the available account relationship in the core application.
Relationship Matrix	This topic provides information on how the System Administrator can define the transaction access based on the account relationships.
Transaction Blackout	This topic provides information on how the System Administrator maintains a transaction blackout.i.e. create /view/edit the transaction blackout.
Working Window	This topic provides information on the how System Administrator can set up two different weekly and exceptional working windows for a specific transaction for different user types (Retail and Corporate User).
Audit Log	This topics explains how system administrator can view the operations performed in the application and details of the user who has performed it along with date and time when it was performed.
File Identifier Maintenance	This topics explains how the Bank Administrator can create file identifiers (FI) to upload files for corporate as well as bank administrator users.
User File Identifier Mapping	This topics explains how the Bank Administrator can map the required file identifier to a specific user or a set of users so that the user can upload and view the required file types.
File Upload - Bill Presentment	This topics explains how the Bank Administrator can upload a file containing multiple bills which are to be presented for payment on behalf of the biller .
Uploaded Files Inquiry	This topics explains how the user can view the files uploaded by the bank administrator user using OBAPIS platform (only those files that the user has access to) and their status.
Identity Domain Maintenance	This topics explains how the system administrator can create/view/ edit Identity Domain details.
Resource Server Maintenance	This topics explains how the system administrator can define scopes for the resource server.
Client Maintenance	This topics explains how the system administrator can define client details i.e. client ID, client name, scopes, redirect URLs etc.
User Group Management	This topics explains how the Bank administrator can maintain the user groups of Bank administrator and of corporate users of same party ID.
Print Password	This topics explains how the Bank Administrator can print the password along with these documents for new users as well as for existing users who have requested for reset password.
User Alerts Subscription	This topic explains about how the System/Bank Administrator can subscribe alerts for a Retail and Corporate users for selected events.
Group Corporate Alerts Subscription	This topic explains how the System/Bank Administrator can subscribe alerts at the Group Corporate level for selected events Email, SMS, through push notification or in their on-screen mailbox.
Request Processing	This topic explains how the Bank Administrator can view the details of each service request initiated by business user and hence, enables the administrator to take an informed decision regarding the approval or rejection of the service request.
Terms and Conditions Maintenance	This topic explains how the Bank Administrator can maintain terms and condition text for All/Specific Parties for All/Specific Transactions and corporate users gets to view and accept it while initiating a trade finance transaction.
Reports	This topic explains how the Bank Administrators can generate various adhoc and schedule banking reports.
Report Generation	This topic explains how the Bank Administrators can generate adhoc report or scheduled report.
My Reports	This topic provide information about the downloading the adhoc/scheduled reports generated using Report Generation screen.
User Report Mapping	This topic explains how the Bank Administrators can map the report or set of reports to a specific corporate user.
Message Maintenance	This topic explains how the System Administrator can inquire the existing Error Messages defined in the system for an OBAPIS error code, and also modify the text defined for a message code for a particular Language.
User Helpdesk	This topic explains how the Bank administrator can create business user's session and perform the transaction requested by business user if he has forgotten his internet banking password or is unable to perform a transaction using his internet banking.
Mailbox	This topic provides information on the two way communication channel between Bank customers and Bank administrators.
Security Settings	This topic explains about the changing of password and setting of security questions for the user.
Profile	This topic explains how the bank administrator can view his/her profile details.
Session Summary	This topic explains how the System Administrator can view the entire session summary of the previous five logins
Forgot Password	This topic provides information on resetting users login password.
Forgot Username	This topic provides information on retrieving users channel banking Username.
Session Timeout	This topic provides information on the event occurring when a user does not perform any action on an application during a configured interval.
ATM & Branch Locator	This topic provides information on how to view address and location of the ATMs and the branches of the Bank available to serve the user in a certain location.
Manage DND Alerts	This topic provides information on how to enable/disable do not disturb (DND) flag for mandatory alerts for the selected categories.
User Group - Service Request Mapping	This topic explains about mapping of service requests to user groups in the bank either all service requests or specific service requests.
Analytics Dashboard	This topic provides insight into digital banking platform usage patterns and customer trends.