1.5.1.2 View Document Category

This topic describes the systematic instructions to view document category.

Oracle Banking Origination supports to view the document category created. The View Document Category allows the user to view all of the authorized, un-authorized and closed document category. Authorize option is also available for supervisor users for approving unauthorized document category.

1. On the Homescreen, click Menu, and click Retail Origination, and then click Configurations.
2. Under Configurations, click Inbound Documents and click Document Category and then click View Document Category.

   The View Document Category screen displays.

   Figure 1-100 View Document Category

   
   

   
   Description of "Figure 1-100 View Document Category"

   
   

   For more information on fields, refer to the field description table.

   Table 1-103 View Document Category - Field Description

   Field	Description
   Category ID	Displays the category ID.
   Entity	Displays the source entity associated with category ID.
   Description	Displays the description of the category ID.
   Authorization Status	Displays the authorization status of the record. The options are: Authorized Rejected Unauthorized
   Record Status	Displays the status of the record. The options are: Open Closed
   Modification Number	Displays the number of modification performed on the record.

3. Click on the Document Category tile to perform the following actions on the added record.
   For more information on fields, refer to the field description table below.

   Table 1-104 View Document Category – Option Description

   Field	Description
   View	Click View to view the authorized or unauthorized document category.
   Unlock	Click Unlock to edit the document category information. System will not allow to edit the Category ID field.
   Copy	Click Copy to copy the authorized or unauthorized document category to quickly create new document category.
   Authorize	User with supervisor access will be able to authorize the unauthorized document category. Once approved, the document category status changes to Authorized.
   Delete	Click Delete to delete the unauthorized document category and no more required.
   Close	Click Close to deactivate a document category. User can close only authorized document category.

4. On View Document Category screen, click .

   The View Document Category - Search Filter screen displays.

   Figure 1-101 View Document Category - Search Filter

   
   

   
   Description of "Figure 1-101 View Document Category - Search Filter"

   
   

   For more information on fields, refer to the field description table.

   Table 1-105 View Document Category - Search Filter

   Field	Description
   Category ID	Specify the category ID to search.
   Entity	Specify the source entity.
   Authorization Status	Select the authorization status from the drop-down list. The available options are: Authorized Unauthorized Rejected
   Record Status	Select the record status from the drop-down list. The available options are: Open Close
   Maker ID	Specify the maker ID.
   Checker ID	Specify the checker ID.

5. Click to create a new document category on the Create Document Category screen.
6. Click to refresh the screen.
7. Click to close the screen.