Preface

This guide provides an overview of how to configure the business product configuration, business process, and related workflows for servicing customer account transactions, term deposit transactions, and loan transactions.

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

Audience

This guide is intended for back-office and front-end staff who set up and use Oracle Banking Branch.

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 Definitions

The following are the symbols/icons you are likely to find in this guide:

Table - Icons and Descriptions

Icons	Description
	Add data segment
	Close
	Maximize
	Minimize
	Open a list
	Open calendar
	Perform search
	View options

Table - Basic Actions and Descriptions

Action	Description
Back	In case you missed to specify or need to modify the details in the previous segment, click Back to navigate to the previous segment.
Cancel	Click Cancel to cancel the operation input midway without saving any data. You will be alerted that the input data would be lost before confirming the cancellation.
Next	On completion of input of all parameters, click Next to navigate to the next segment.
Save	On completion of input of all parameters, click Save to save the details.
Save & Close	Click Save & Close to save the data captured. The saved data will be available in View Business Product with In Progress status. You can work on it later by picking it from the View Business Product.

List of Topics

This guide is organized into the following topics:

Table - List of Topics

Topic	Description
Overview of Servicing Configurations	This topic provides an overview of the configurations that need to be performed for servicing transactions.
Business Product Configuration	This topic provides information about business product configuration and instructions to create or view the business products.
Business Process Configuration	This topic provides information about business process configuration and instructions to create or view the business products.

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.