Index

A

Account Aggregation 37
Add Currency Pairs 25.1
Add External Bank 37.1.2
Adhoc Reports 58.1
Admin Approval Rules – Create 13.2.2.3
Admin Approval Rules - Edit 13.2.2.4
Admin Approval Rules – Search 13.2.2.1
Admin Approval Rules – View 13.2.2.2
Administrative Approver Transactions 1.3
Administrative Maker Transactions 1.2
Admin Workflow Management – Create 13.1.2.3
Admin Workflow Management - Edit 13.1.2.4
Admin Workflow Management – Search 13.1.2.1
Alerts 62.2
Alerts Templates 35
All Transactions 16.3.3
Analytics Dashboard 42
API Consumption - Adhoc Report 58.3.1
API Consumption Report 58.3
API Consumption - Schedule Reports 58.3.2
API Key 33.2
Approval Rule – Create 14.9.4
Approval Rule Report 58.6
Approval Rule Report - Adhoc Report 58.12.1
Approval Rule Report - Adhoc Reports 58.6.1
Approval Rules 13.2
Approval Rules - Admin User 13.2.2
Approval Rules - Edit 14.9.3
Approval Rules - Retail & Business User 13.2.3
Approval Rules – Retail & Business User – Rule Summary 13.2.3.3
Approval Rules – Retail & Business User - Search 13.2.3.1
Approval Rules – Retail & Business User - View 13.2.3.4
Approval Rules - Schedule Reports 58.6.2
Approval Rules – Select User Type 13.2.1
Approval Rules – Summary 14.9.1
Approval Rules - View 14.9.2
Approvals 13
Approval Workflow - Admin User - Workflow Management 13.1.2
Approval Workflow - Retail & Business User - Workflow Management 13.1.3
Approval Workflow – Select User Type 13.1.1
Approve or Reject Service Requests (created using Service Request Form Builder) 51.3.1
Approve or Reject Service Requests (For Service Requests available out of the box) 51.2.1
ATM / Branch Maintenance 21
ATM/ Branch Maintenance - Add 21.2
ATM/ Branch Maintenance - Delete 21.4
ATM/ Branch Maintenance - Edit 21.3
ATM/ Branch Maintenance - Search 21.1
ATM & Branch Locator 68
Audit Log 46
Authentication 31
Authentication - Create 31.3
Authentication - Edit 31.2
Authentication - View 31.1

B

Brand Mapping Search 40.2.1
Bundle Application 15.3

C

Comments 14.1.2
Copy Terms and Conditions 55.4
Create Alert Template 35.2
Create Application Role 28.4
Create Mapping 40.2.2, 41.8.1
Create Terms and Conditions 55.2

D

Dashboard 1
Dashboard Mapping – Summary 41.8
Dashboard Overview 41
Dashboard Overview – Clone 41.6
Dashboard Overview – Create 41.3
Dashboard Overview – Delete 41.7
Dashboard Overview – Design – Create Administrator Template 41.4
Dashboard Overview – Edit 41.5
Dashboard Overview– Summary 41.1
Dashboard Overview – View 41.2
Delete Alert Template 35.4
Delete Application Role 28.3
Deleted Mail 62.1.4
Delete External Bank's Details 37.1.4
Delete Mapping 40.2.3, 41.8.2
Delete Schedule Reports 58.2.3
Delete Terms and Conditions 55.5

E

Edit Application Role 28.2
Edit Custom Workflow 15.2.1, 15.3.2
Edit Schedule Reports 58.2.2
Edit Templates 53.2
Edit Terms and Conditions 55.3
Entitlements 29
Entitlements - Edit 29.2
Entitlements - View 29.1
EPI Payment Reconciliation - Adhoc Report 58.4.1
EPI Payment Reconciliation Report 58.4
EPI Payment Reconciliation – Schedule Report 58.4.2
Events Data
Experience Builder 40, 40.1
Experience Builder - Create 40.1.1
External Bank Maintenance 37.1

F

FAQ 2.4, 3.5, 4.5, 5.4, 6.6, 7.3, 8.5, 13.1.4, 13.2.3.5, 14.11, 15.4, 16.2, 17.4, 18.1, 19.1, 21.5, 22.4, 23.3, 24.4, 27.4, 28.5, 30.4, 31.4, 32.4, 34.4, 35.5, 36.5, 38.4, 39.4, 41.9, 42.1, 43.3, 44.5, 45.5, 46.2, 47.4, 48.3, 49.3, 50.3, 56.3, 59.3, 61.1, 62.4, 63.2, 64.1
FATCA & CRS Declaration - Adhoc Report 58.5.1
FATCA & CRS Declaration Report 58.5
FATCA & CRS Declaration - Schedule Reports 58.5.2
Feedback 16
Feedback Analytics 16.3
Feedback Template Maintenance 16.1
Feedback Template Maintenance - Create 16.1.3
Feedback Template Maintenance - Edit 16.1.2
Feedback Template Maintenance - Search 16.1.1
File Identifier wise Party User Mapping - Adhoc Report 58.7.1
File Identifier wise Party User Mapping Report 58.7
File Identifier wise Party User Mapping - Schedule Report 58.7.2
First Time Login 19
Forex Deal Maintenance 25

G

General Feedback 16.3.4
Goal Category - Create 39.2
Goal Category - Edit 39.3
Goal Category Maintenance 39
Goal Category - Search 39.1
Goal Category - View 39.1.1
Group Corporate Alerts Subscription 50
Group Corporate Alerts Subscription - Search 50.1
Group Corporate Onboarding 14
Group Corporate Onboarding – Search Corporate 14.1
Group Corporate Profiling - Create 14.2.1
Group Corporate Profiling - Edit 14.2.3
Group Corporate Profiling - View 14.2.2

I

Inbox 62.1.1
Individual Transactions 16.3.2

J

JWT Encryption Key 33.3

L

Limit Package Management 6
Limit Package Management - Clone 6.4
Limit Package Management - Create 6.2
Limit Package Management - Delete 6.5
Limit Package Management - Edit 6.3
Limit Package Management - View 6.1
Limits Definition 5
Limits Definition - Create 5.2
Limits Definition - Delete Limit 5.3
Limits Definition - View 5.1

M

Mailbox 62
Mailers 36
Mailers - Create 36.2
Mailers - Delete 36.4
Mailers - Edit 36.3
Mailers - Search and View 36.1
Mails 62.1
Manage Brand - Delete 40.1.4
Manage Brand - Edit 40.1.3
Manage Brand - View 40.1.2
Manage DND Alerts 67
Mapping 40.2
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
Missed Call Banking - Edit 17.3
Missed Call Banking - Search 17.2
My Reports 59
My Reports - Adhoc 59.1
My Reports - Scheduled 59.2

N

Network Purpose Code Mapping 52
Notifications 62.3

O

Origination Workflow Configuration 15

P

Party Account Access 9
Party Account Access – Create 14.3.1
Party Account Access - Delete 9.4
Party Account Access- Delete 14.3.4
Party Account Access - Edit 9.3
Party Account Access- Edit 14.3.3
Party Account Access - Mapping (Create) 9.1
Party Account Access - View 14.3.2
Party Account Access- View 9.2
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 11
Party Resource Access - Delete 11.4
Party Resource Access - Edit 11.3
Party Resource Access - Mapping (Create) 11.1
Party Resource Access- View 11.2
Party User wise File Identifiers Mapping - Adhoc Report 58.8.1
Party User wise File Identifiers Mapping Report 58.8
Party User wise File Identifiers Mapping - Schedule Reports 58.8.2
Party wise File Identifiers Mapping - Adhoc Report 58.9.1
Party wise File Identifiers Mapping Report 58.9
Party wise File Identifiers Mapping - Schedule Reports 58.9.2
Party wise Payee Maintenance - Adhoc Report 58.10.1
Party wise Payee Maintenance Report 58.10
Party wise Payee Maintenance - Schedule Reports 58.10.2
Password Encryption and Decryption with Public and Private Key Pairs 33.1
Payee Restriction Setup 24
Payee Restriction Setup - Create 24.3
Payee Restriction Setup - Edit 24.2
Payee Restriction Setup - View 24.1
Print Password 48
Print Password - Print 48.2
Print Password - Search 48.1
Product Maintenance 22
Product Maintenance - Create 22.3
Product Maintenance - Edit 22.2
Product Maintenance - View 22.1
Profile 64

R

Ready to Submit 14.1.3
Relationship Maintenance 43
Relationship Mapping 43.1
Relationship Mapping Maintenance - Edit 43.1.2
Relationship Mapping Maintenance - View 43.1.1
Relationship Matrix 43.2
Relationship Matrix Maintenance - Edit 43.2.2
Relationship Matrix Maintenance - View 43.2.1
Report Generation 58
Reports 57
Request Processing 51
Request Processing - Summary 51.1
Resource Bundle Maintenance 54
Resource Bundle Maintenance - Edit 54.2
Resource Bundle Maintenance - Search & View 54.1
Retail & Business Approval Rules – Create 13.2.3.2
Retail & Business Workflow Management - Edit 13.1.3.4
Retail & Business Workflow Management – Summary 13.1.3.1
Retail & Business Workflow Management – View 13.1.3.2
Role Maintenance 28

S

Schedule Reports 58.2
Search & View Application Role 28.1
Search and View External Bank's Details 37.1.1
Search Audit Details 46.1
Security Keys 33
Security Questions Maintenance 32
Security Questions Maintenance - Create 32.3
Security Questions Maintenance - Edit 32.2
Security Settings 63
Send to Modify 14.10
Sent Mail 62.1.2
Sent Mail - Details 62.1.3
Service Request Details (For Service Requests available out of the box) 51.2
Service Request Details (Requests created using Service Request-Form Builder) 51.3
Session Summary 65
Session Timeout 66
Set Security Question 63.1
Single Product Application 15.2
SMS Banking 17
SMS Banking - Edit 17.1
Spend Category 38
Spend Category - Create 38.2
Spend Category - Edit 38.3
Spend Category - Search 38.1
Spend Category - View 38.1.1
Step 1: Group Corporate Profiling 14.2
Step 2: Party Account Access 14.3
Step 3: User Onboarding 14.4
Step 4: User Group Maintenance 14.5
Step 5: User Account Access 14.6
Step 6: Report Mapping 14.7
Step 7: Workflow Management 14.8
Step 8: Approval Rules 14.9
Subscribe/ Unsubscribe Alerts 49.2, 50.2
System Administrative Transactions 1.1
System Rules 18

T

Template Maintenance 53
Terms and Conditions Maintenance 55
Terms and Conditions - Search and View 55.1
Terms and Conditions - View 55.1.1
Timer Maintenance 56
Top Three and Bottom Three Transactions 16.3.1
Touch Point Group Maintenance 27
Touch Point Group Maintenance - Create 27.3
Touch Point Group Maintenance - Edit 27.2
Touch Point Group Maintenance - View 27.1
Touch Point Maintenance 26
Touch Point Maintenance - Create 26.3
Touch Point Maintenance - Edit 26.2
Touch Point Maintenance - View 26.1
Transaction Aspects 20
Transaction Blackout 44
Transaction Blackout - Create 44.2
Transaction Blackout - Delete 44.4
Transaction Blackout - Edit 44.3
Transaction Blackout - Search 44.1
Transaction Group Maintenance 8
Transaction Group Maintenance - Create 8.2
Transaction Group Maintenance - Delete 8.4
Transaction Group Maintenance - Edit 8.3
Transaction Group Maintenance - View 8.1
Transaction Working Window - Create 45.2
Transaction Working Window - Delete 45.4
Transaction Working Window - Edit 45.3
Transaction Working Window - Search 45.1

U

Update Alert Template 35.3
Update External Bank's Details 37.1.3
Update Forex Deal 25.2
Update Timer 56.2
Update Transaction Aspects 20.2
User Account Access 10
User Account Access – Create 14.6.1
User Account Access - Delete 10.4
User Account Access – Delete 14.6.4
User Account Access - Edit 10.3
User Account Access – Edit 14.6.3
User Account Access - Mapping (Create) 10.1
User Account Access – View 14.6.2
User Account Access- View 10.2
User Alerts Subscription 49
User Alerts Subscription - Search 49.1
User Entitlement Report 58.14
User Entitlement Report- Adhoc Report 58.14.1
User Group Management 47
User Groups – Admin User 47.2
User Groups - Admin User – Create 47.2.1
User Groups - Admin User – Edit Group 47.2.3
User Groups - Admin User – Search Summary 47.2.2
User Groups – Create 14.5.1
User Groups – Edit 14.5.3
User Groups – Retail & Business User 47.3
User Groups - Retail & Business User – Create 47.3.2
User Groups - Retail & Business User – Edit Group 47.3.3
User Groups - Retail & Business User – Group Summary 47.3.4
User Groups - Retail & Business User – Search Party 47.3.1
User Groups – Select User Type 47.1
User Groups – Summary & View 14.5.2
User Group - Subject Mapping 34
User Group - Subject Mapping - Create 34.2
User Group - Subject Mapping - Modify 34.3
User Group - Subject Mapping - Search 34.1
User Helpdesk 61
User Limits 7
User Limits - Edit 7.2
User Limits - View 7.1
User List Report 58.13
User List Report - Adhoc Report 58.13.1
User Management 2
User Management - Create 2.1, 14.4.3
User Management - Edit 2.3, 14.4.2
User Management - Search and View 2.2, 14.4.1
User Profile - Edit 23.2
User Profile Maintenance 23
User Profile - View 23.1
User Report Mapping 60
User Report Mapping - Administrator User 60.2
User Report Mapping - Create 14.7.2, 60.2.1, 60.3.2
User Report Mapping - Edit 14.7.3, 60.2.3, 60.3.3
User Report Mapping – Retail and Business User 60.3
User Report Mapping - Search 60.2.2, 60.3.1
User Report Mapping – Search & View 14.7.1
User Report Mapping – Select User Type 60.1
User Resource Access 12
User Resource Access - Delete 12.4
User Resource Access - Edit 12.3
User Resource Access - Mapping (Create) 12.1
User Resource Access- Search 12.2
User Security Question - Edit 63.1.2
User Segment Maintenance 30
User Segment Maintenance - Create 30.3
User Segment Maintenance - Edit 30.2
User Segment Maintenance - Search 30.1
User Segment Summary - Adhoc Report 58.11.1
User Segment Summary Report 58.11
User Segment Summary - Schedule Reports 58.11.2

V

View Alert Template 35.1
View Bundled Application Workflows 15.3.1
View Linked Parties under Group Corporate 14.1.1
View Scheduled Reports 58.2.1
View Security Questions 32.1, 63.1.1
View Templates 53.1
View Timer 56.1
View Transaction Aspects 20.1
View Workflow for a Single Product Application 15.1

W

Workflow Management 13.1
Workflow Management – Create 13.1.3.3, 14.8.3
Workflow Management - Edit 14.8.4
Workflow Management – Summary 14.8.1
Workflow Management – View 13.1.2.2, 14.8.2
Working Window 45