Preface

Purpose

Welcome to the User Guide for Oracle Banking Digital Experience. This guide explains the operations that the user will follow while using the application.

Before you Begin

Kindly refer to our Getting Started User Guide for common elements, including Symbols and Icons, Conventions Definitions, and so forth.

Audience

This document is intended for the following audience:

  • Customers
  • Partners

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit, http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Critical Patches

Oracle advises customers to get all their security vulnerability information from the Oracle Critical Patch Update Advisory, which is available at Critical Patches, Security Alerts and Bulletins. All critical patches should be applied in a timely manner to ensure effective security, as strongly recommended by Oracle Software Security Assurance.

Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increases thought leadership and innovation. As part of our initiative to build a more inclusive culture that positively impacts our employees, customers, and partners, we are working to remove insensitive terms from our products and documentation. We are also mindful of the necessity to maintain compatibility with our customers' existing technologies and the need to ensure continuity of service as Oracle's offerings and industry standards evolve. Because of these technical constraints, our effort to remove insensitive terms is ongoing and will take time and external cooperation.

Related Resources

For more information on Oracle Banking Digital Experience Patchset Release 22.1.0.0.0, refer to the following documents:

  • Oracle Banking Digital Experience Licensing Guide
  • Oracle Banking Digital Experience Installation Manuals

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.
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.

Acronyms and Abbreviations

The list of the acronyms and abbreviations used in this guide are as follows:

Abbreviation Description
OBDX Oracle Banking Digital Experience

Basic Actions

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 -1 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.

Submit

On completing the input of all parameters, click Submit to proceed with executing the transaction.

Reset

Click Reset to clear the data entered.

Refresh

Click Refresh to update the transaction with the recently entered data.

Download

Click Download to download the records in PDF or XLS format.

Symbols and Icons

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

Table -2 Symbols and Icons

Symbols and Icons Description

Add icon

Add data segment

Close icon

Close

Maximize icon

Maximize

Minimize icon

Minimize

List icon

Open a list

Calendar icon

Open calendar

Search icon

Perform search

Options icon

View options

Card View icon

View records in a card format for better visual representation.

List View icon

View records in tabular format for better visual representation.

Post-requisites

After finishing all the requirements, please log out from the Home screen.