Table of Contents
- Title and Copyright Information
- Preface
- 1 Transaction Host Integration Matrix
- 2 Dashboard
- 3 User Management
- 4 Party Preferences
- 5 Merchant Management
- 6 Electronic Bill Presentment and Payment
- 7 Limits Definition
- 8 Limit Package Management
- 9 User Limits
- 10 Transaction Group Maintenance
- 11 Party Account Access
- 12 User Account Access
- 13 Party Resource Access
- 14 User Resource Access
-
15
Approvals
- 15.1 Workflow Management
- 15.2 Approval Rules
- 15.3 FAQ
-
16
Group Corporate Onboarding
- 16.1 Group Corporate Onboarding – Search Corporate
- 16.2 Step 1: Group Corporate Profiling
- 16.3 Step 2: Party Account Access
- 16.4 Step 3: User Onboarding
- 16.5 Step 4: User Group Maintenance
- 16.6 Step 5: User Account Access
- 16.7 Step 6: Report Mapping
- 16.8 Step 7: Workflow Management
- 16.9 Step 8: Approval Rules
- 16.10 Send to Modify
- 16.11 FAQ
- 17 Origination Workflow Configuration
- 18 Service Request Form Builder
- 19 Feedback
- 20 SMS Banking
- 21 System Rules
- 22 First Time Login
- 23 Transaction Aspects
- 24 ATM / Branch Maintenance
- 25 Product Maintenance
- 26 User Profile Maintenance
- 27 Payee Restriction Setup
- 28 Forex Deal Maintenance
- 29 Biller Category Maintenance
- 30 Touch Point Maintenance
- 31 Touch Point Group Maintenance
- 32 Role Transaction Mapping
- 33 Entitlements
- 34 User Segment Maintenance
- 35 Authentication
- 36 Security Questions Maintenance
- 37 Password Policy Maintenance
- 38 Security Keys
- 39 User Group - Subject Mapping
- 40 User Group - Service Request Mapping
- 41 Alerts Maintenance
- 42 Mailers
- 43 Account Aggregation
- 44 Spend Category
- 45 Goal Category Maintenance
- 46 Manage Brand
- 47 Dashboard Overview
- 48 Analytics Dashboard
- 49 Relationship Maintenance
- 50 Transaction Blackout
- 51 Working Window
- 52 Audit Log
-
53
File Upload
-
53.1
File Identifier Maintenance
- 53.1.1 File Identifier Maintenance – User Type Selection
- 53.1.2 File Identifier Maintenance - Administrator User – Summary
- 53.1.3 File Identifier Maintenance - Administrator User - Create
- 53.1.4 File Identifier Maintenance - Administrator User – Edit
- 53.1.5 File Identifier Maintenance - Corporate User – Search and View
- 53.1.6 File Identifier Maintenance - Corporate User - Create
- 53.1.7 File Identifier Maintenance - Corporate User – Edit
- 53.2 FAQ
-
53.3
User File Identifier Mapping
- 53.3.1 User File Identifier Mapping – User Type Selection
- 53.3.2 User File Identifier Mapping – Administrator - Search
- 53.3.3 User File Identifier Mapping – Administrator - Create
- 53.3.4 User File Identifier Mapping – Administrator - Edit
- 53.3.5 User File Identifier Mapping - Corporate User - Search
- 53.3.6 User File Identifier Mapping - Corporate User - Create
- 53.3.7 User File Identifier Mapping - Corporate User - Edit
- 53.4 FAQ
- 53.5 File Upload – Bill Presentment
- 53.6 Uploaded Files Inquiry
- 53.7 FAQ
-
53.1
File Identifier Maintenance
- 54 OAuth 2.0
- 55 User Group Management
- 56 Print Password
- 57 User Alerts Subscription
- 58 Group Corporate Alerts Subscription
- 59 Request Processing
- 60 Terms and Conditions Maintenance
-
61
Reports
- 61.1 Adhoc Reports
- 61.2 Schedule Reports
- 61.3 API Consumption Report
- 61.4 Biller Registration Report
- 61.5 Biller Reconciliation Report
- 61.6 Bill Payment Pay Later Report
- 61.7 Date Wise User Creation Report
- 61.8 EPI Payment Reconciliation Report
- 61.9 FATCA & CRS Declaration Report
- 61.10 File Identifier wise Party User Mapping Report
- 61.11 Party User wise File Identifiers Mapping Report
- 61.12 Party wise Approval Rule report
- 61.13 Party wise File Identifiers Mapping Report
- 61.14 Party wise Payee Maintenance Report
- 61.15 Party wise User Group Report
- 61.16 User Segment Summary Report
- 61.17 Wallets Creation for a Date Range Report
- 61.18 Wallet KYC Report
- 61.19 Wallets Transaction Activity Report
- 61.20 Approval Rule Report
- 61.21 User List Report
- 61.22 User Entitlement Report
- 62 My Reports
- 63 User Report Mapping
- 64 Message Maintenance
- 65 User Helpdesk
- 66 Mailbox
- 67 Security Settings
- 68 Profile
- 69 Session Summary
- 70 Session Timeout
- 71 Forgot Password
- 72 Forgot Username
- 73 Manage DND Alerts
- 74 ATM & Branch Locator
- 75 List of Topics
- Index