Preface

This guide helps you to familiarize yourself with the Oracle Banking Branch application. It gives an overview of the module and explains all the maintenances required for its smooth functioning. It also takes you through the different types of transactions that can be handled through this module.

This topic contains the following subtopics:

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

Audience

This guide is intended for the Branch Tellers, Vault Operators, and Branch Supervisors to provide quick and efficient service to customers and prospects of your bank.

Related Resources

The related documents are as follows:

• Getting Started User Guide

• Current Account and Savings Account User Guide

• Servicing Configurations 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, Definitions, and Shortcut Keys

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

Table - Symbols

Symbol	Function
	Add icon
	Add a row
	Edit icon
	Delete icon
	Calendar icon
	Close icon
	Delete a row
	Grid view
	Increase/Decrease value
	List view
	Maximize
	Minimize
	Navigate to the first page
	Navigate to the last page
	Navigate to the next page
	Navigate to the previous page
	Open a list
	Perform search
	Refresh

Most of the screens contain icons to perform all or a few of the basic actions. The actions which are called here are generic, and it varies based on the usage and the applicability. The table below gives a snapshot of them:

Table - Common Icons and its Definitions

Icon	Description
Submit	Click Submit to complete the transaction after you specify all the input parameters for a particular transaction.
Cancel	Click Cancel to cancel the transaction input midway without saving any data.
Clear	Click Clear to clear the transaction input data. The system displays a pop-up screen with confirmation to clear data. You can click OK to confirm or click icon to retain the data.
Query	On completion of input of necessary parameters, click Query to fetch and display the details.
Save	Click Save to save the details specified on the screen.
Exit	Click Exit to close the screen and go to the Homepage.
OK	Click OK to confirm the details on the pop-up screen.

The following shortcut keys can be used only for the screens which have the icons specified in the Function column:

Table - Shortcut Keys

Shortcut Key	Function
Tab	Used to shift focus from one input field to the other. Note: The last field of the last accordion will shift focus to Submit/Cancel button.
Alt + S	Used to select Submit button.
Alt + C	Used to select Clear button.
Alt + X	Used to select Cancel button.
Alt + A	Used to select Charge Details data segment.
Alt + Y	Used to select Denominations data segment.

The following acronyms and abbreviations are used in this guide:

Table - Acronyms and Abbreviations

Acronym/Abbreviation	Description
ARC	Account, Rate, and Charge
BC	Bankers Cheque
CASA	Current Account and Saving Account
CCY	Currency
CIF	Customer Information File
DD	Demand Draft
EJ	Electronic Journal
FCY	Foreign Currency
FX	Foreign Exchange
GL	General Ledger
HO	Head Office
LCY	Local Currency
LOV	List of Values
MIS	Management Information System
ML	Machine Learning
RD	Recurring Deposit
SD	Safe Deposits
System	Unless specified, it shall always refer to Oracle Banking Branch.
TC	Travellers Cheque
TD	Term Deposit
UDF	User Defined Fields
VAT	Value Added Tax

List of Topics

This guide is organized into the following topics:

Table - List of Topics

Topic	Description
Overview of Oracle Banking Branch	This topic provides a snapshot of the features of the application.
Branch Operations	This topic describes the internal activities done at the branch where the Customer is not involved.
Till-Vault Operations	This topic describes the various screens used to perform the Till Vault operations.
Customer Transactions	This topic describes the various screens used to perform financial transactions for Customer accounts.
Miscellaneous Transactions	This topic describes the various screens used to perform General Ledger (GL) transactions.
Transfers	This topic describes the various screens used to perform inter-bank transfer, intra-bank transfer, and cross-border transactions.
Clearing Transactions	This topic describes the various screens used to capture the Inward Clearing Data Entry, Outward Clearing Data Entry, Cheque Return, and Cheque Deposit transactions.
Remittances	This topic describes the various screens used to perform various types of remittances.
Term Deposit Transactions	This topic describes the various screens used to open, redeem, and top-up a term deposit.
Credit Card Transactions	This topic describes the various screens used to perform credit card advance and payment transactions.
Loan Transactions	This topic describes the various screens used to perform loan disbursement and loan repayment transactions.
Islamic Transactions	This topic describes the various screens used to perform various Islamic transactions.
Bill Payments	This topic describes the various screens used to perform various bill payment transactions.
Session Teller Transactions	This topic describes the various screens used to perform financial transactions for Customer accounts in the Teller Session.
Journal Log	This topic describes the various screens used to view the status of transactions performed, resubmit or reject an incomplete transaction, and reverse a completed transaction.
Prediction	This topic describes the screen that is used to predict the number of service counters required for a specific period.
Cache	This topic describes the Clear Cache screen, which is used to get the maintenance reflected while performing the transactions.
Customer Service	This topic describes the various screens used to maintain customer accounts and ancillary services and to enquire about customer account balance.
Branch Dashboard	This topic describes the dashboard used to view the cash position, transaction status, alerts, to access the frequently used transaction screens, and to view the alerts and notifications.
Branch Maintenance	This topic describes the various screens used to perform branch maintenance.

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.