Index

A

Account Aggregation 42
Add Currency Pairs 27.1
Add External Bank 42.1.2
Adhoc Reports 65.1
Admin Approval Rules – Create 14.2.2.3
Admin Approval Rules - Edit 14.2.2.4
Admin Approval Rules – Search 14.2.2.1
Admin Approval Rules – View 14.2.2.2
Administrative Approver Transactions 1.3
Administrative Maker Transactions 1.2
Admin Workflow Management – Create 14.1.2.3
Admin Workflow Management - Edit 14.1.2.4
Admin Workflow Management – Search 14.1.2.1
Alerts 70.2
Alerts Templates 40
All Transactions 18.3.3
Analytics Dashboard 47
API Consumption - Adhoc Report 65.3.1
API Consumption Report 65.3
API Consumption - Schedule Reports 65.3.2
API Key 37.2
Approval Rule – Create 15.9.4
Approval Rule Report 65.10,
Approval Rule Report - Adhoc Report 65.19.1
Approval Rule Report - Adhoc Reports 65.10.1
Approval Rules 14.2
Approval Rules - Admin User 14.2.2
Approval Rules - Edit 15.9.3
Approval Rules - Retail & Business User 14.2.3
Approval Rules – Retail & Business User – Rule Summary 14.2.3.3
Approval Rules – Retail & Business User - Search 14.2.3.1
Approval Rules – Retail & Business User - View 14.2.3.4
Approval Rules - Schedule Reports 65.10.2
Approval Rules – Select User Type 14.2.1
Approval Rules – Summary 15.9.1
Approval Rules - View 15.9.2
Approvals 14
Approval Workflow - Admin User - Workflow Management 14.1.2
Approval Workflow - Retail & Business User - Workflow Management 14.1.3
Approval Workflow – Select User Type 14.1.1
Approve or Reject Service Requests (created using Service Request Form Builder) 58.3.1
Approve or Reject Service Requests (For Service Requests available out of the box) 58.2.1
ATM / Branch Maintenance 23
ATM/ Branch Maintenance - Add 23.2
ATM/ Branch Maintenance - Delete 23.4
ATM/ Branch Maintenance - Edit 23.3
ATM/ Branch Maintenance - Search 23.1
ATM & Branch Locator 80
Audit Log 51
Authentication 34
Authentication - Create 34.3
Authentication - Edit 34.2
Authentication - View 34.1

B

Biller Category Maintenance 28
Biller Category Maintenance - Add Category 28.2
Biller Category Maintenance - Delete 28.4
Biller Category Maintenance - Edit Category 28.3
Biller Category Maintenance - Summary 28.1
Biller Onboarding 5.1
Biller Onboarding - Create 5.1.2
Biller Onboarding - Delete 5.1.5
Biller Onboarding - Edit 5.1.4
Biller Onboarding - Search 5.1.1
Biller Onboarding - View 5.1.3
Biller Reconciliation - Adhoc Report 65.5.1
Biller Reconciliation Report 65.5
Biller Reconciliation - Schedule Reports 65.5.2
Biller Registration - Adhoc Report 65.4.1
Biller Registration Report 65.4
Biller Registration - Schedule Reports 65.4.2
Bill Payment Pay Later - Adhoc Report 65.6.1
Bill Payment Pay Later Report 65.6
Bill Payment Pay Later - Schedule Reports 65.6.2
Brand Mapping Search 45.2.1
Bundle Application 16.3

C

Change Password 71.2
Change Username 78
Client Maintenance 53.3
Client Maintenance – Create 53.3.3
Client Maintenance – Edit 53.3.2
Client Maintenance - Search 53.3.1
Comments 15.1.2
Copy and Create a new Request or Export the Request 17.3.1
Copy Terms and Conditions 62.4
Create Alert Template 40.2
Create Application Role 31.4
Create Mapping 45.2.2, 46.8.1
Create Terms and Conditions 62.2

D

Dashboard 1
Dashboard Mapping – Summary 46.8
Dashboard Overview 46
Dashboard Overview – Clone 46.6
Dashboard Overview – Create 46.3
Dashboard Overview – Delete 46.7
Dashboard Overview – Design – Create Administrator Template 46.4
Dashboard Overview – Edit 46.5
Dashboard Overview– Summary 46.1
Dashboard Overview – View 46.2
Date Wise User Creation - Adhoc Report 65.7.1
Date Wise User Creation Report 65.7
Date Wise User Creation - Schedule Reports 65.7.2
Deactivate/Activate Service Request 17.5
Delete Alert Template 40.4
Delete Application Role 31.3
Deleted Mail 70.1.4
Delete External Bank's Details 42.1.4
Delete Mapping 45.2.3, 46.8.2
Delete Schedule Reports 65.2.3
Delete Terms and Conditions 62.5

E

Edit Application Role 31.2
Edit Custom Workflow 16.2.1, 16.3.2
Edit Schedule Reports 65.2.2
Edit Templates 60.2
Edit Terms and Conditions 62.3
Electronic Bill Presentment and Payment 5
Entitlements 32
Entitlements - Edit 32.2
Entitlements - View 32.1
EPI Payment Reconciliation - Adhoc Report 65.8.1
EPI Payment Reconciliation Report 65.8
EPI Payment Reconciliation – Schedule Report 65.8.2
Events Data
Experience Builder 45, 45.1
Experience Builder - Create 45.1.1
External Bank Maintenance 42.1

F

FAQ 2.5, 3.5, 4.5, 6.4, 7.6, 8.3, 9.5, 14.1.4, 14.2.3.5, , 15.11, 16.4, 17.6, 18.2, 19.4, 20.1, 21.1, 23.5, 24.4, 25.3, 26.4, 30.4, 31.5, 33.4, 34.4, 35.4, 36.5, 38.4, 39.4, 40.5, 41.5, 43.4, 44.4, 46.9, 47.1, 48.3, 49.5, 50.5, 51.2, 52.2, 52.4, 52.7, 54.4, 55.3, 56.3, 57.3, 63.3, 66.3, 69.1, 70.4, 71.3, 72.1
FATCA & CRS Declaration - Adhoc Report 65.9.1
FATCA & CRS Declaration Report 65.9
FATCA & CRS Declaration - Schedule Reports 65.9.2
Feedback 18
Feedback Analytics 18.3
Feedback Template Maintenance 18.1
Feedback Template Maintenance - Create 18.1.3
Feedback Template Maintenance - Edit 18.1.2
Feedback Template Maintenance - Search 18.1.1
File Identifier Maintenance 52.1
File Identifier Maintenance - Administrator User - Create 52.1.3
File Identifier Maintenance - Administrator User – Edit 52.1.4
File Identifier Maintenance - Administrator User – Summary 52.1.2
File Identifier Maintenance - Corporate User - Create 52.1.6
File Identifier Maintenance - Corporate User – Edit 52.1.7
File Identifier Maintenance - Corporate User – Search and View 52.1.5
File Identifier Maintenance – User Type Selection 52.1.1
File Identifier wise Party User Mapping - Adhoc Report 65.11.1
File Identifier wise Party User Mapping Report 65.11
File Identifier wise Party User Mapping - Schedule Report 65.11.2
File Upload 52
File Upload – Bill Presentment 52.5
First Time Login 21
Forex Deal Maintenance 27
Forgot Password 75, 77
Forgot Username 76

G

General Feedback 18.3.4
Goal Category - Create 44.2
Goal Category - Edit 44.3
Goal Category Maintenance 44
Goal Category - Search 44.1
Goal Category - View 44.1.1
Group Corporate Alerts Subscription 57
Group Corporate Alerts Subscription - Search 57.1
Group Corporate Onboarding 15
Group Corporate Onboarding – Search Corporate 15.1
Group Corporate Profiling - Create 15.2.1
Group Corporate Profiling - Edit 15.2.3
Group Corporate Profiling - View 15.2.2

I

Identity Domain Maintenance 53.1
Identity Domain Maintenance – Create 53.1.3
Identity Domain Maintenance – Edit 53.1.2
Identity Domain Maintenance - Search 53.1.1
Inbox 70.1.1
Individual Transactions 18.3.2

J

JWT Encryption Key 37.3

L

Limit Package Management 7
Limit Package Management - Clone 7.4
Limit Package Management - Create 7.2
Limit Package Management - Delete 7.5
Limit Package Management - Edit 7.3
Limit Package Management - View 7.1
Limits Definition 6
Limits Definition - Create 6.2
Limits Definition - Delete Limit 6.3
Limits Definition - View 6.1

M

Mailbox 70
Mailers 41
Mailers - Create 41.2
Mailers - Delete 41.4
Mailers - Edit 41.3
Mailers - Search and View 41.1
Mails 70.1
Manage Brand - Delete 45.1.4
Manage Brand - Edit 45.1.3
Manage Brand - View 45.1.2
Manage DND Alerts 79
Mapping 45.2
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
Message Maintenance 68
Message Maintenance - Edit 68.2
Message Maintenance - View 68.1
Missed Call Banking - Edit 19.3
Missed Call Banking - Search 19.2
My Reports 66
My Reports - Adhoc 66.1
My Reports - Scheduled 66.2

N

Network Purpose Code Mapping 59
Notifications 70.3

O

OAuth 2.0 53
Origination Workflow Configuration 16

P

Party Account Access 10
Party Account Access – Create 15.3.1
Party Account Access - Delete 10.4
Party Account Access- Delete 15.3.4
Party Account Access - Edit 10.3
Party Account Access- Edit 15.3.3
Party Account Access - Mapping (Create) 10.1
Party Account Access - View 15.3.2
Party Account Access- View 10.2
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 12
Party Resource Access - Delete 12.4
Party Resource Access - Edit 12.3
Party Resource Access - Mapping (Create) 12.1
Party Resource Access- View 12.2
Party User wise File Identifiers Mapping - Adhoc Report 65.12.1
Party User wise File Identifiers Mapping Report 65.12
Party User wise File Identifiers Mapping - Schedule Reports 65.12.2
Party wise File Identifiers Mapping - Adhoc Report 65.13.1
Party wise File Identifiers Mapping Report 65.13
Party wise File Identifiers Mapping - Schedule Reports 65.13.2
Party wise Payee Maintenance - Adhoc Report 65.14.1
Party wise Payee Maintenance Report 65.14
Party wise Payee Maintenance - Schedule Reports 65.14.2
Password Encryption and Decryption with Public and Private Key Pairs 37.1
Password Policy Maintenance 36
Password Policy Maintenance - Create 36.3
Password Policy Maintenance - Edit 36.4
Password Policy Maintenance - Search 36.1
Password Policy Maintenance - View 36.2
Payee Restriction Setup 26
Payee Restriction Setup - Create 26.3
Payee Restriction Setup - Edit 26.2
Payee Restriction Setup - View 26.1
Print Password 55
Print Password - Print 55.2
Print Password - Search 55.1
Product Maintenance 24
Product Maintenance - Create 24.3
Product Maintenance - Edit 24.2
Product Maintenance - View 24.1
Profile 72

Q

Quick Form Definition - Search and View 17.2
Quick Forms Definition - Summary 17.1
Quick Forms - Service Request 17
Quick Forms - Service Request - Create 17.3
Quick Forms - Service Request – Edit 17.4

R

Ready to Submit 15.1.3
Relationship Maintenance 48
Relationship Mapping 48.1
Relationship Mapping Maintenance - Edit 48.1.2
Relationship Mapping Maintenance - View 48.1.1
Relationship Matrix 48.2
Relationship Matrix Maintenance - Edit 48.2.2
Relationship Matrix Maintenance - View 48.2.1
Report Generation 65
Reports 64
Request Processing 58
Request Processing - Summary 58.1
Reset Password 2.4
Resource Bundle Maintenance 61
Resource Bundle Maintenance - Edit 61.2
Resource Bundle Maintenance - Search & View 61.1
Resource Server Maintenance 53.2
Resource Server Maintenance – Create 53.2.3
Resource Server Maintenance – Edit 53.2.2
Resource Server Maintenance - Search 53.2.1
Retail & Business Approval Rules – Create 14.2.3.2
Retail & Business Workflow Management - Edit 14.1.3.4
Retail & Business Workflow Management – Summary 14.1.3.1
Retail & Business Workflow Management – View 14.1.3.2
Role Maintenance 31

S

Schedule Reports 65.2
Search & View Application Role 31.1
Search and View External Bank's Details 42.1.1
Search Audit Details 51.1
Security Keys 37
Security Questions Maintenance 35
Security Questions Maintenance - Create 35.3
Security Questions Maintenance - Edit 35.2
Security Settings 71
Send to Modify 15.10
Sent Mail 70.1.2
Sent Mail - Details 70.1.3
Service Request Details (For Service Requests available out of the box) 58.2
Service Request Details (Requests created using Service Request-Form Builder) 58.3
Session Summary 73
Session Timeout 74
Set Security Question 71.1
Single Product Application 16.2
SMS Banking 19
SMS Banking - Edit 19.1
Spend Category 43
Spend Category - Create 43.2
Spend Category - Edit 43.3
Spend Category - Search 43.1
Spend Category - View 43.1.1
Step 1: Group Corporate Profiling 15.2
Step 2: Party Account Access 15.3
Step 3: User Onboarding 15.4
Step 4: User Group Maintenance 15.5
Step 5: User Account Access 15.6
Step 6: Report Mapping 15.7
Step 7: Workflow Management 15.8
Step 8: Approval Rules 15.9
Subscribe/ Unsubscribe Alerts 56.2, 57.2
System Administrative Transactions 1.1
System Rules 20

T

Template Maintenance 60
Terms and Conditions Maintenance 62
Terms and Conditions - Search and View 62.1
Terms and Conditions - View 62.1.1
Timer Maintenance 63
Top Three and Bottom Three Transactions 18.3.1
Touch Point Group Maintenance 30
Touch Point Group Maintenance - Create 30.3
Touch Point Group Maintenance - Edit 30.2
Touch Point Group Maintenance - View 30.1
Touch Point Maintenance 29
Touch Point Maintenance - Create 29.3
Touch Point Maintenance - Edit 29.2
Touch Point Maintenance - View 29.1
Transaction Aspects 22
Transaction Blackout 49
Transaction Blackout - Create 49.2
Transaction Blackout - Delete 49.4
Transaction Blackout - Edit 49.3
Transaction Blackout - Search 49.1
Transaction Group Maintenance 9
Transaction Group Maintenance - Create 9.2
Transaction Group Maintenance - Delete 9.4
Transaction Group Maintenance - Edit 9.3
Transaction Group Maintenance - View 9.1
Transaction Working Window - Create 50.2
Transaction Working Window - Delete 50.4
Transaction Working Window - Edit 50.3
Transaction Working Window - Search 50.1

U

Update Alert Template 40.3
Update External Bank's Details 42.1.3
Update Forex Deal 27.2
Update Timer 63.2
Update Transaction Aspects 22.2
Uploaded File Inquiry – Default View 52.6.1
Uploaded File Inquiry – File Details – Bill Presentment 52.6.3
Uploaded File Inquiry – Search Filters 52.6.2
Uploaded Files Inquiry 52.6
User Account Access 11
User Account Access – Create 15.6.1
User Account Access - Delete 11.4
User Account Access – Delete 15.6.4
User Account Access - Edit 11.3
User Account Access – Edit 15.6.3
User Account Access - Mapping (Create) 11.1
User Account Access – View 15.6.2
User Account Access- View 11.2
User Alerts Subscription 56
User Alerts Subscription - Search 56.1
User Entitlement Report 65.21
User Entitlement Report- Adhoc Report 65.21.1
User File Identifier Mapping 52.3
User File Identifier Mapping – Administrator - Create 52.3.3
User File Identifier Mapping – Administrator - Edit 52.3.4
User File Identifier Mapping – Administrator - Search 52.3.2
User File Identifier Mapping - Corporate User - Create 52.3.6
User File Identifier Mapping - Corporate User - Edit 52.3.7
User File Identifier Mapping - Corporate User - Search 52.3.5
User File Identifier Mapping – User Type Selection 52.3.1
User Group Management 54
User Groups – Admin User 54.2
User Groups - Admin User – Create 54.2.1
User Groups - Admin User – Edit Group 54.2.3
User Groups - Admin User – Search Summary 54.2.2
User Groups – Create 15.5.1
User Groups – Edit 15.5.3
User Group - Service Request Mapping 39
User Group - Service Request Mapping - Create 39.2
User Group - Service Request Mapping - Modify 39.3
User Group - Service Request Mapping - Search 39.1
User Groups – Retail & Business User 54.3
User Groups - Retail & Business User – Create 54.3.2
User Groups - Retail & Business User – Edit Group 54.3.3
User Groups - Retail & Business User – Group Summary 54.3.4
User Groups - Retail & Business User – Search Party 54.3.1
User Groups – Select User Type 54.1
User Groups – Summary & View 15.5.2
User Group - Subject Mapping 38
User Group - Subject Mapping - Create 38.2
User Group - Subject Mapping - Modify 38.3
User Group - Subject Mapping - Search 38.1
User Helpdesk 69
User Limits 8
User Limits - Edit 8.2
User Limits - View 8.1
User List Report 65.20
User List Report - Adhoc Report 65.20.1
User Management 2
User Management - Create 2.1, 15.4.3
User Management - Edit 2.3, 15.4.2
User Management - Search and View 2.2, 15.4.1
User Profile - Edit 25.2
User Profile Maintenance 25
User Profile - View 25.1
User Report Mapping 67
User Report Mapping - Administrator User 67.2
User Report Mapping - Create 15.7.2, 67.2.1, 67.3.2
User Report Mapping - Edit 15.7.3, 67.2.3, 67.3.3
User Report Mapping – Retail and Business User 67.3
User Report Mapping - Search 67.2.2, 67.3.1
User Report Mapping – Search & View 15.7.1
User Report Mapping – Select User Type 67.1
User Resource Access 13
User Resource Access - Delete 13.4
User Resource Access - Edit 13.3
User Resource Access - Mapping (Create) 13.1
User Resource Access- Search 13.2
User Security Question - Edit 71.1.2
User Segment Maintenance 33
User Segment Maintenance - Create 33.3
User Segment Maintenance - Edit 33.2
User Segment Maintenance - Search 33.1
User Segment Summary - Adhoc Report 65.15.1
User Segment Summary Report 65.15
User Segment Summary - Schedule Reports 65.15.2

V

View Alert Template 40.1
View Bundled Application Workflows 16.3.1
View Linked Parties under Group Corporate 15.1.1
View Scheduled Reports 65.2.1
View Security Questions 35.1, 71.1.1
View Templates 60.1
View Timer 63.1
View Transaction Aspects 22.1
View Workflow for a Single Product Application 16.1

W

Wallet KYC Report 65.17
Wallets Creation for a Date Range - Adhoc Report 65.16.1
Wallets Creation for a Date Range Report 65.16
Wallets Creation for a Date Range - Schedule Report 65.16.2
Wallets KYC - Adhoc Report 65.17.1
Wallets KYC - Schedule Report 65.17.2
Wallets Transaction Activity - Adhoc Report 65.18.1
Wallets Transaction Activity Report 65.18
Wallets Transaction Activity - Schedule Report 65.18.2
Workflow Management 14.1
Workflow Management – Create 14.1.3.3, 15.8.3
Workflow Management - Edit 15.8.4
Workflow Management – Summary 15.8.1
Workflow Management – View 14.1.2.2, 15.8.2
Working Window 50