Preface

This guide helps you to familiarize yourself with the Deposit Services module of the Oracle Banking Branch. It gives an overview of the module and takes you through the different types of transactions that can be handled through this module.

• Audience
  
• Related Resources
  
• Conventions
  
• Symbols, Basic Actions, and Shortcut Keys
  
• List of Topics
  
• Screenshot Disclaimer
  

Audience

This guide is intended for the deposit services Tellers and Supervisors to provide quick and efficient service to customers and prospects of your bank.

Related Resources

For more information, see these Oracle resources:

• Getting Started User Guide

• Teller User Guide

Conventions

The following text conventions are used in this document:

Convention	Meaning
boldface	Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.
italic	Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.
monospace	Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

Symbols, Basic Actions, and Shortcut Keys

The following are the icons and buttons you are likely to find in this guide:

Table - Icons and Buttons

Icons/Buttons	Function
	Minimize
	Maximize
	Close
	Perform search
	Open a list
	Edit a row
	Delete a row
	Open calendar
	Navigate to the first page
	Navigate to the last page
	Navigate to the previous page
	Navigate to the next page
	Add a row
	Refresh details
	Confirm the details specified
	Navigate to the previous tab
	Navigate to the next tab
	Save the details specified and exist from the screen. The task appears in my pending task, from where you can take the task ahead on your next login.
	Cancel the action performed and exist the screen
	Submit the transaction for approval
	View the audit details of a particular screen
	Add or view remarks related to a screen.
	View overrides if available.

Table - Basic Actions and Definitions

Icon	Applicable Stages	Description
Submit	Initiation	On completion of input of all parameters for a particular transaction, click the 'Submit' icon to move the transaction from the initiation stage to the approval stage. The authorizer can select the transaction from 'Free Task' for approval.
Cancel	Initiation, Approval, and Hand off Retry	Cancel operation cancels the transaction input midway without saving any data. The user is alerted that the input data would be lost before confirming the cancellation.
Approve	Approval	Click Approval. The system displays a pop-up screen where approval remarks if any can be input. Click OK to submit the transaction to the Host for approval through Oracle Banking Routing Hub.
Reject	Approval and Hand off Retry	When an authorizer chooses to reject a transaction, the 'Reject' icon is used. The system displays a pop-up screen to capture the Rejection remarks if any. Click OK for the transaction to be routed back to the initiation stage. Subsequently, the maker can modify or delete the transaction details.
Audit	Initiation, Approval, and Hand off Retry	Audit details provide the logs of users who have acted on the transaction, the transaction date, and the time for all stages that the transaction has passed through.
Next	Initiation, Approval, and Hand off Retry	On completion of input of all parameters for a particular stage, the user can click to navigate to the next segment.
Back	Initiation, Approval, and Hand off Retry	In case the user missed to specify or need to modify the details in the previous segment, click to navigate to the previous segment.
Save & Close	Initiation	In case a transaction has to be closed midway due to a lack of sufficient information, the maker of the transaction can choose this option. When you click 'Save & Close’, the input details are saved and the transaction screen is closed. Saved transaction details will be available in 'My task’. Users can select the transaction from ‘My Task’ and proceed with the transaction or delete it.
Remarks	Initiation, Approval, and Hand-off Retry	‘Remarks’ can be used either by the maker or the authorizer of the transaction to optionally capture useful information about the transaction.
Host Error	Hand Off Retry	‘Hand off Retry’ comes into use whenever a transaction input from the mid-office system fails authorization due to Host System rejection. The authorizer of the transaction can view the reason for Host rejection and take appropriate action.

The following shortcut keys can be used only for the screens, which has the buttons specified in the function:

Table - Shortcut Keys

Shortcut Key	Function
Tab	Used to shift focus from one input field to other. Note: The last field of the last accordion will shift focus to Submit/Cancel.
Alt + S	Used to select Submit.
Alt + C	Used to select Cancel.

List of Topics

This guide is organized into the following topics:

Table - List of Topics

Topic	Description
Overview of Deposit Services	Provides a snapshot of the features of the deposit services.
Term Deposit Transactions	Provides a detailed information about the Transaction screens.
Term Deposit Maintenances	Provides a detailed information about the Maintenance screens.
Term Deposit Inquires	Provides a detailed information about the Inquiry screens.
Recurring Deposit Transactions	Provides a detailed information about the Transactions screens.
Recurring Deposit Maintenances	Provides a detailed information about the Maintenance screens.
Recurring Deposit Inquires	Provides a detailed information about the Inquiry screens.

Screenshot Disclaimer

Personal information used in the interface or documents are dummy and does not exist in the real world. It is only for reference purposes.