Index

A

Account Aggregation 51
Add Currency Pairs 36.1
Add External Bank 51.1.2
Adhoc Reports 69.1
Admin Approval Rules – Create 14.2.2.3
Admin Approval Rules - Edit 14.2.2.4
Admin Approval Rules – Search 14.2.2.1
Admin Approval Rules – View 14.2.2.2
Administrative Approver Transactions 1.3
Administrative Maker Transactions 1.2
Admin Workflow Management – Create 14.1.2.3
Admin Workflow Management - Edit 14.1.2.4
Admin Workflow Management – Search 14.1.2.1
Alerts 74.2
Alerts Templates 49
All Transactions 25.3.3
Analytics Dashboard 19
API Consumption - Adhoc Report 69.3.1
API Consumption Report 69.3
API Consumption - Schedule Reports 69.3.2
API Key 47.2
Approval Rule – Create 15.9.4
Approval Rule Report 69.10
Approval Rule Report - Adhoc Report 69.19.1
Approval Rule Report - Adhoc Reports 69.10.1
Approval Rules 14.2
Approval Rules - Admin User 14.2.2
Approval Rules - Edit 15.9.3
Approval Rules - Retail & Business User 14.2.3
Approval Rules – Retail & Business User – Rule Summary 14.2.3.3
Approval Rules – Retail & Business User - Search 14.2.3.1
Approval Rules – Retail & Business User - View 14.2.3.4
Approval Rules - Schedule Reports 69.10.2
Approval Rules – Select User Type 14.2.1
Approval Rules – Summary 15.9.1
Approval Rules - View 15.9.2
Approvals 14
Approval Workflow - Admin User - Workflow Management 14.1.2
Approval Workflow - Retail & Business User - Workflow Management 14.1.3
Approval Workflow – Select User Type 14.1.1
Approve or Reject Service Requests (created using Service Request Form Builder) 66.3.1
Approve or Reject Service Requests (For Service Requests available out of the box) 66.2.1
ATM / Branch Maintenance 32
ATM/ Branch Maintenance - Add 32.2
ATM/ Branch Maintenance - Delete 32.4
ATM/ Branch Maintenance - Edit 32.3
ATM/ Branch Maintenance - Search 32.1
ATM & Branch Locator 80
Audit Log 59
Authentication 44
Authentication - Create 44.3
Authentication - Edit 44.2
Authentication - View 44.1

B

Biller Category Maintenance 37
Biller Category Maintenance - Add Category 37.2
Biller Category Maintenance - Delete 37.4
Biller Category Maintenance - Edit Category 37.3
Biller Category Maintenance - Summary 37.1
Biller Onboarding 5.1
Biller Onboarding - Create 5.1.2
Biller Onboarding - Delete 5.1.5
Biller Onboarding - Edit 5.1.4
Biller Onboarding - Search 5.1.1
Biller Onboarding - View 5.1.3
Biller Reconciliation - Adhoc Report 69.5.1
Biller Reconciliation Report 69.5
Biller Reconciliation - Schedule Reports 69.5.2
Biller Registration - Adhoc Report 69.4.1
Biller Registration Report 69.4
Biller Registration - Schedule Reports 69.4.2
Bill Payment Pay Later - Adhoc Report 69.6.1
Bill Payment Pay Later Report 69.6
Bill Payment Pay Later - Schedule Reports 69.6.2
Brand Mapping Search 54.2.1
Bundled Product Application – View & Modify 17.2.1
Bundle Product Application 17.2

C

Change Password 75.2
Change Username 84
Client Maintenance 61.3
Client Maintenance – Create 61.3.3
Client Maintenance – Edit 61.3.2
Client Maintenance - Search 61.3.1
Comments 15.1.2
Copy and Create a new Request or Export the Request 20.3.1
Copy Terms and Conditions 67.4
Create Alert Template 49.2
Create Application Role 40.4
Create Mapping 54.2.2, 55.8.1
Create Terms and Conditions 67.2

D

Dashboard 1
Dashboard Mapping – Summary 55.8
Dashboard Overview 55
Dashboard Overview – Clone 55.6
Dashboard Overview – Create 55.3
Dashboard Overview – Delete 55.7
Dashboard Overview – Design – Create Administrator Template 55.4
Dashboard Overview – Edit 55.5
Dashboard Overview– Summary 55.1
Dashboard Overview – View 55.2
Date Wise User Creation - Adhoc Report 69.7.1
Date Wise User Creation Report 69.7
Date Wise User Creation - Schedule Reports 69.7.2
Deactivate/Activate Service Request 20.5
Delete Alert Template 49.4
Delete Application Role 40.3
Deleted Mail 74.1.4
Delete External Bank's Details 51.1.4
Delete Mapping 54.2.3, 55.8.2
Delete Schedule Reports 69.2.3
Delete Terms and Conditions 67.5

E

Edit Application Role 40.2
Edit Schedule Reports 69.2.2
Edit Templates 24.2
Edit Terms and Conditions 67.3
Electronic Bill Presentment and Payment 5
Entitlements 41
Entitlements - Edit 41.2
Entitlements - View 41.1
EPI Payment Reconciliation - Adhoc Report 69.8.1
EPI Payment Reconciliation Report 69.8
EPI Payment Reconciliation – Schedule Report 69.8.2
Events Data
Experience Builder 54, 54.1
Experience Builder - Create 54.1.1
External Bank Maintenance 51.1

F

FAQ 2.5, 3.5, 4.5, 6.4, 7.6, 8.3, 9.5, 14.1.4, 14.2.3.5, 15.11, 17.3, 18.4, 19.1, 20.6, 21.4, 25.2, 26.4, 27.1, 28.3, 30.1, 32.5, 33.4, 34.3, 35.4, 39.4, 40.5, 42.4, 43.4, 44.4, 45.4, 46.5, 48.4, 49.5, 50.5, 52.4, 53.4, 55.9, 56.3, 57.5, 58.5, 59.2, 60.2, 60.4, 60.7, 62.4, 63.3, 64.3, 65.3, 70.3, 73.1, 74.4, 75.3, 76.1
FATCA & CRS Declaration - Adhoc Report 69.9.1
FATCA & CRS Declaration Report 69.9
FATCA & CRS Declaration - Schedule Reports 69.9.2
Feedback 25
Feedback Analytics 25.3
Feedback Template Maintenance 25.1
Feedback Template Maintenance - Create 25.1.3
Feedback Template Maintenance - Edit 25.1.2
Feedback Template Maintenance - Search 25.1.1
File Identifier Maintenance 60.1
File Identifier Maintenance - Administrator User - Create 60.1.3
File Identifier Maintenance - Administrator User – Edit 60.1.4
File Identifier Maintenance - Administrator User – Summary 60.1.2
File Identifier Maintenance - Corporate User - Create 60.1.6
File Identifier Maintenance - Corporate User – Edit 60.1.7
File Identifier Maintenance - Corporate User – Search and View 60.1.5
File Identifier Maintenance – User Type Selection 60.1.1
File Identifier wise Party User Mapping - Adhoc Report 69.11.1
File Identifier wise Party User Mapping Report 69.11
File Identifier wise Party User Mapping - Schedule Report 69.11.2
File Upload 60
File Upload – Bill Presentment 60.5
First Time Login 30
Forex Deal Maintenance 36
Forgot Password 81, 83
Forgot Username 82

G

General Feedback 25.3.4
Goal Category - Create 53.2
Goal Category - Edit 53.3
Goal Category Maintenance 53
Goal Category - Search 53.1
Goal Category - View 53.1.1
Group Corporate Alerts Subscription 65
Group Corporate Alerts Subscription - Search 65.1
Group Corporate Onboarding 15
Group Corporate Onboarding – Search Corporate 15.1
Group Corporate Profiling - Create 15.2.1
Group Corporate Profiling - Edit 15.2.3
Group Corporate Profiling - View 15.2.2

I

Identity Domain Maintenance 61.1
Identity Domain Maintenance – Create 61.1.3
Identity Domain Maintenance – Edit 61.1.2
Identity Domain Maintenance - Search 61.1.1
Inbox 74.1.1
Individual Transactions 25.3.2

J

JWT Encryption Key 47.3

L

Limit Package Management 7
Limit Package Management - Clone 7.4
Limit Package Management - Create 7.2
Limit Package Management - Delete 7.5
Limit Package Management - Edit 7.3
Limit Package Management - View 7.1
Limits Definition 6
Limits Definition - Create 6.2
Limits Definition - Delete Limit 6.3
Limits Definition - View 6.1

M

Mailbox 74
Mailers 50
Mailers - Create 50.2
Mailers - Delete 50.4
Mailers - Edit 50.3
Mailers - Search and View 50.1
Mails 74.1
Manage Brand - Delete 54.1.4
Manage Brand - Edit 54.1.3
Manage Brand - View 54.1.2
Manage DND Alerts 78
Mapping 54.2
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
Message Maintenance 72
Message Maintenance - Edit 72.2
Message Maintenance - View 72.1
Missed Call Banking - Edit 26.3
Missed Call Banking - Search 26.2
My Reports 70
My Reports - Adhoc 70.1
My Reports - Scheduled 70.2

N

Network Purpose Code Mapping 23
Notifications 74.3

O

OAuth 2.0 61
Origination Workflow Maintenance 17

P

Party Account Access 10
Party Account Access – Create 15.3.1
Party Account Access - Delete 10.4
Party Account Access- Delete 15.3.4
Party Account Access - Edit 10.3
Party Account Access- Edit 15.3.3
Party Account Access - Mapping (Create) 10.1
Party Account Access - View 15.3.2
Party Account Access- View 10.2
Party Migration 16
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 12
Party Resource Access - Delete 12.4
Party Resource Access - Edit 12.3
Party Resource Access - Mapping (Create) 12.1
Party Resource Access- View 12.2
Party User wise File Identifiers Mapping - Adhoc Report 69.12.1
Party User wise File Identifiers Mapping Report 69.12
Party User wise File Identifiers Mapping - Schedule Reports 69.12.2
Party wise File Identifiers Mapping - Adhoc Report 69.13.1
Party wise File Identifiers Mapping Report 69.13
Party wise File Identifiers Mapping - Schedule Reports 69.13.2
Party wise Payee Maintenance - Adhoc Report 69.14.1
Party wise Payee Maintenance Report 69.14
Party wise Payee Maintenance - Schedule Reports 69.14.2
Password Encryption and Decryption with Public and Private Key Pairs 47.1
Password Policy Maintenance 46
Password Policy Maintenance - Create 46.3
Password Policy Maintenance - Edit 46.4
Password Policy Maintenance - Search 46.1
Password Policy Maintenance - View 46.2
Payee Restriction Setup 35
Payee Restriction Setup - Create 35.3
Payee Restriction Setup - Edit 35.2
Payee Restriction Setup - View 35.1
Persona Maintenance 43
Persona Maintenance - Create 43.3
Persona Maintenance - Edit 43.2
Persona Maintenance - Search 43.1
Print Password 63
Print Password - Print 63.2
Print Password - Search 63.1
Product Maintenance 18
Product Maintenance - Create 18.3
Product Maintenance - Edit 18.2
Product Maintenance - View 18.1
Product Mapping 33
Product Mapping - Create 33.3
Product Mapping - Edit 33.2
Product Mapping - View 33.1
Profile 76

Q

Quick Form Definition - Search and View 20.2
Quick Forms Definition - Summary 20.1
Quick Forms - Service Request 20
Quick Forms - Service Request - Create 20.3
Quick Forms - Service Request – Edit 20.4

R

Ready to Submit 15.1.3
Relationship Maintenance 56
Relationship Mapping 56.1
Relationship Mapping Maintenance - Edit 56.1.2
Relationship Mapping Maintenance - View 56.1.1
Relationship Matrix 56.2
Relationship Matrix Maintenance - Edit 56.2.2
Relationship Matrix Maintenance - View 56.2.1
Report Generation 69
Reports 68
Request Processing 66
Request Processing - Summary 66.1
Reset Password 2.4
Resource Bundle Maintenance 22
Resource Bundle Maintenance - Edit 22.2
Resource Bundle Maintenance - Search & View 22.1
Resource Server Maintenance 61.2
Resource Server Maintenance – Create 61.2.3
Resource Server Maintenance – Edit 61.2.2
Resource Server Maintenance - Search 61.2.1
Retail & Business Approval Rules – Create 14.2.3.2
Retail & Business Workflow Management - Edit 14.1.3.4
Retail & Business Workflow Management – Summary 14.1.3.1
Retail & Business Workflow Management – View 14.1.3.2
Role Maintenance 40

S

Schedule Reports 69.2
Search & View Application Role 40.1
Search and View External Bank's Details 51.1.1
Search Audit Details 59.1
Security Keys 47
Security Questions Maintenance 45
Security Questions Maintenance - Create 45.3
Security Questions Maintenance - Edit 45.2
Security Settings 75
Send to Modify 15.10
Sent Mail 74.1.2
Sent Mail - Details 74.1.3
Service Request Details (For Service Requests available out of the box) 66.2
Service Request Details (Requests created using Service Request-Form Builder) 66.3
Session Summary 77
Session Timeout 79
Set Security Question 75.1
Single Product Application – View & Modify 17.1
SMS Banking 26
SMS Banking - Edit 26.1
Spend Category 52
Spend Category - Create 52.2
Spend Category - Edit 52.3
Spend Category - Search 52.1
Spend Category - View 52.1.1
Step 1: Group Corporate Profiling 15.2
Step 2: Party Account Access 15.3
Step 3: User Onboarding 15.4
Step 4: User Group Maintenance 15.5
Step 5: User Account Access 15.6
Step 6: Report Mapping 15.7
Step 7: Workflow Management 15.8
Step 8: Approval Rules 15.9
Subscribe/ Unsubscribe Alerts 64.2, 65.2
System Administrative Transactions 1.1
System Rules 27

T

Template Maintenance 24
Terms and Conditions Maintenance 67
Terms and Conditions - Search and View 67.1
Terms and Conditions - View 67.1.1
Timer Maintenance 28
Top Three and Bottom Three Transactions 25.3.1
Touch Point Group Maintenance 39
Touch Point Group Maintenance - Create 39.3
Touch Point Group Maintenance - Edit 39.2
Touch Point Group Maintenance - View 39.1
Touch Point Maintenance 38
Touch Point Maintenance - Create 38.3
Touch Point Maintenance - Edit 38.2
Touch Point Maintenance - View 38.1
Transaction Aspects 31
Transaction Blackout 57
Transaction Blackout - Create 57.2
Transaction Blackout - Delete 57.4
Transaction Blackout - Edit 57.3
Transaction Blackout - Search 57.1
Transaction Code Logo Maintenance 29, 29.1
Transaction Code Logo Maintenance - Delete 29.4
Transaction Code Logo Maintenance - Edit 29.3
Transaction Code Logo Maintenance - View 29.2
Transaction Group Maintenance 9
Transaction Group Maintenance - Create 9.2
Transaction Group Maintenance - Delete 9.4
Transaction Group Maintenance - Edit 9.3
Transaction Group Maintenance - View 9.1
Transaction Working Window - Create 58.2
Transaction Working Window - Delete 58.4
Transaction Working Window - Edit 58.3
Transaction Working Window - Search 58.1

U

Update Alert Template 49.3
Update External Bank's Details 51.1.3
Update Forex Deal 36.2
Update Timer 28.2
Update Transaction Aspects 31.2
Uploaded File Inquiry – Default View 60.6.1
Uploaded File Inquiry – File Details – Bill Presentment 60.6.3
Uploaded File Inquiry – Search Filters 60.6.2
Uploaded Files Inquiry 60.6
User Account Access 11
User Account Access – Create 15.6.1
User Account Access - Delete 11.4
User Account Access – Delete 15.6.4
User Account Access - Edit 11.3
User Account Access – Edit 15.6.3
User Account Access - Mapping (Create) 11.1
User Account Access – View 15.6.2
User Account Access- View 11.2
User Alerts Subscription 64
User Alerts Subscription - Search 64.1
User Entitlement Report 69.21
User Entitlement Report- Adhoc Report 69.21.1
User File Identifier Mapping 60.3
User File Identifier Mapping – Administrator - Create 60.3.3
User File Identifier Mapping – Administrator - Edit 60.3.4
User File Identifier Mapping – Administrator - Search 60.3.2
User File Identifier Mapping - Corporate User - Create 60.3.6
User File Identifier Mapping - Corporate User - Edit 60.3.7
User File Identifier Mapping - Corporate User - Search 60.3.5
User File Identifier Mapping – User Type Selection 60.3.1
User Group Management 62
User Groups – Admin User 62.2
User Groups - Admin User – Create 62.2.1
User Groups - Admin User – Edit Group 62.2.3
User Groups - Admin User – Search Summary 62.2.2
User Groups – Create 15.5.1
User Groups – Edit 15.5.3
User Group - Service Request Mapping 21
User Group - Service Request Mapping - Create 21.2
User Group - Service Request Mapping - Modify 21.3
User Group - Service Request Mapping - Search 21.1
User Groups – Retail & Business User 62.3
User Groups - Retail & Business User – Create 62.3.2
User Groups - Retail & Business User – Edit Group 62.3.3
User Groups - Retail & Business User – Group Summary 62.3.4
User Groups - Retail & Business User – Search Party 62.3.1
User Groups – Select User Type 62.1
User Groups – Summary & View 15.5.2
User Group - Subject Mapping 48
User Group - Subject Mapping - Create 48.2
User Group - Subject Mapping - Modify 48.3
User Group - Subject Mapping - Search 48.1
User Helpdesk 73
User Limits 8
User Limits - Edit 8.2
User Limits - View 8.1
User List Report 69.20
User List Report - Adhoc Report 69.20.1
User Management 2
User Management - Create 2.1, 15.4.3
User Management - Edit 2.3, 15.4.2
User Management - Search and View 2.2, 15.4.1
User Profile - Edit 34.2
User Profile Maintenance 34
User Profile - View 34.1
User Report Mapping 71
User Report Mapping - Administrator User 71.2
User Report Mapping - Create 15.7.2, 71.2.1, 71.3.2
User Report Mapping - Edit 15.7.3, 71.2.3, 71.3.3
User Report Mapping – Retail and Business User 71.3
User Report Mapping - Search 71.2.2, 71.3.1
User Report Mapping – Search & View 15.7.1
User Report Mapping – Select User Type 71.1
User Resource Access 13
User Resource Access - Delete 13.4
User Resource Access - Edit 13.3
User Resource Access - Mapping (Create) 13.1
User Resource Access- Search 13.2
User Security Question - Edit 75.1.2
User Segment Maintenance 42
User Segment Maintenance - Create 42.3
User Segment Maintenance - Edit 42.2
User Segment Maintenance - Search 42.1
User Segment Summary - Adhoc Report 69.15.1
User Segment Summary Report 69.15
User Segment Summary - Schedule Reports 69.15.2

V

View Alert Template 49.1
View Linked Parties under Group Corporate 15.1.1
View Scheduled Reports 69.2.1
View Security Questions 45.1, 75.1.1
View Templates 24.1
View Timer 28.1
View Transaction Aspects 31.1

W

Wallet KYC Report 69.17
Wallets Creation for a Date Range - Adhoc Report 69.16.1
Wallets Creation for a Date Range Report 69.16
Wallets Creation for a Date Range - Schedule Report 69.16.2
Wallets KYC - Adhoc Report 69.17.1
Wallets KYC - Schedule Report 69.17.2
Wallets Transaction Activity - Adhoc Report 69.18.1
Wallets Transaction Activity Report 69.18
Wallets Transaction Activity - Schedule Report 69.18.2
Workflow Management 14.1
Workflow Management – Create 14.1.3.3, 15.8.3
Workflow Management - Edit 15.8.4
Workflow Management – Summary 15.8.1
Workflow Management – View 14.1.2.2, 15.8.2
Working Window 58