Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Audience
  • Documentation Accessibility
    • Access to Oracle Support
  • Critical Patches
  • Diversity and Inclusion
  • Organization
  • Related Documents
  • Conventions
  • Screenshot Disclaimer
  • Symbols and Icons
• 1 Getting Started with Oracle Banking Trade Finance Cloud Service
  • 1.1 Logging into Oracle Banking Trade Finance Cloud Service
  • 1.2 Changing User Password
    • 1.2.1 Procedure to Change Password
  • 1.3 The Application Browser
  • 1.4 Application Toolbar
    • 1.4.1 Changing Branch
    • 1.4.2 Current User Session
    • 1.4.3 Window
    • 1.4.4 Default User
    • 1.4.5 Executing User Actions
      • 1.4.5.1 Setting User Hotkeys (Custom Shortcuts)
      • 1.4.5.2 User Settings
      • 1.4.5.3 Changing Password
      • 1.4.5.4 Unlocking Screen Lockout
      • 1.4.5.5 View Performance Statistics
      • 1.4.5.6 Debug Window
      • 1.4.5.7 Clearing Users
    • 1.4.6 Sign off
  • 1.5 Home
    • 1.5.1 Menu
    • 1.5.2 Function Search
  • 1.6 Preferences
    • 1.6.1 Viewing User Details
    • 1.6.2 View User Dashboard
  • 1.7 Toolbar in Oracle Banking Trade Finance Cloud Service Screens
  • 1.8 Some Common Icons and their Usage
    • 1.8.1 Adding and Deleting Rows
    • 1.8.2 The Save and Exit Icons
    • 1.8.3 Fetching Values from List of Values (LOV)
  • 1.9 Supported Date Formats
  • 1.10 Supported Amount Formats
  • 1.11 Minimizing Main Screens
• 2 Keyboard Compatibility
  • 2.1 Landing Page - Keyboard Compatibility
    • 2.1.1 Navigating through Side Bar
    • 2.1.2 Navigating through Toolbar
      • 2.1.2.1 Action Key
      • 2.1.2.2 Drop-down Menu
  • 2.2 Custom Window - Keyboard Compatibility
    • 2.2.1 Detail Screen Navigation
      • 2.2.1.1 Generic Navigation
      • 2.2.1.2 Data Table Navigation
      • 2.2.1.3 Single View Screen Navigation
      • 2.2.1.4 LOV Navigation
      • 2.2.1.5 Calendar Navigation
      • 2.2.1.6 Editor Navigation
    • 2.2.2 Summary Screen Navigation
      • 2.2.2.1 Advance Search Navigation
• 3 Common Operations
  • 3.1 Product Group ID
    • 3.1.1 Creating a Product Group ID
    • 3.1.2 Modify or Amend the Group ID Description
    • 3.1.3 Deleting a Product Group ID
    • 3.1.4 Closing a Product Group ID
    • 3.1.5 Authorizing a Product Group ID
    • 3.1.6 Creating a New Product
    • 3.1.7 Delete a Product
    • 3.1.8 Copying a Product
    • 3.1.9 Closing a Product
    • 3.1.10 Amending an Existing Product
    • 3.1.11 Authorizing a Product
    • 3.1.12 Retrieving Information about a Product
    • 3.1.13 Summary View of a Product
      • 3.1.13.1 Invoke Detailed Screen from Summary View
      • 3.1.13.2 Lock Columns of Results
    • 3.1.14 Detailed View of a Product
  • 3.2 Entering a New Contract
    • 3.2.1 Unlocking a Contract
    • 3.2.2 Amending a Contract
    • 3.2.3 Deleting a Contract
    • 3.2.4 Copying the Details of a Contract
    • 3.2.5 Placing a Contract on Hold
    • 3.2.6 Removing the Hold Status on a Contract
    • 3.2.7 Reversing a Contract
    • 3.2.8 Saving a Contract
    • 3.2.9 Authorizing a Contract
  • 3.3 Automatic Authorization
  • 3.4 Dual Authorization
  • 3.5 Retrieving Information
    • 3.5.1 Contract Detailed View
    • 3.5.2 Viewing the Summary of a Contract
      • 3.5.2.1 Saving Queries
    • 3.5.3 Confirming a Contract
    • 3.5.4 Viewing the Different Versions of a Contract
  • 3.6 Static Data
    • 3.6.1 Maintaining Static Data
    • 3.6.2 Types of Fields
      • 3.6.2.1 Mandatory Fields
      • 3.6.2.2 Optional Fields
      • 3.6.2.3 Conditional Fields
      • 3.6.2.4 Option lists
    • 3.6.3 Adding a New Record in a Table
    • 3.6.4 Deleting a Record in a Table
    • 3.6.5 Copying the Details of a Record
    • 3.6.6 Authorizing a Record in a Table
    • 3.6.7 Modifying a Record in a Table
    • 3.6.8 Close a Record in a Table
    • 3.6.9 Viewing the Details of a Record
    • 3.6.10 Maker and Authorizer Details
    • 3.6.11 Printing the Details of a Record
  • 3.7 Copy Parameterization Data
  • 3.8 Performing Multi Branch Operations
    • 3.8.1 Multi Branch Operational Functions
  • 3.9 Other Operations
    • 3.9.1 Change the Branch of Operation
    • 3.9.2 Making a Query
    • 3.9.3 The Procedure with an Example
    • 3.9.4 Making a Query Based on More than One Criterion
    • 3.9.5 Selecting the Same Criterion to Apply One or More Conditions
    • 3.9.6 Ordering
    • 3.9.7 Using Wildcards to Make a Query
    • 3.9.8 Viewing Errors and Overrides
      • 3.9.8.1 Error
      • 3.9.8.2 Override
      • 3.9.8.3 Information