1.1 Dashboard Organization

This topic explains the Dashboard facility of the Application.

Oracle Flexcube Investor Servicing (FCIS) organizes Dashboards to provide comprehensive and consolidate snapshot in tiny windows, to access information easily. Thus, helping the bank staff to; analyze, monitor, and make better decisions which in turn help save time and cost.

Dashboard Organization

1. Access information in the application easily using Dashboard.
   The following dashboards will be made available as part of FCIS and this will be based on User rights.

   Table 1-1 Dashboard Organization

   Dashboards	Function ID’s	FMG/AGY
   Pending Fund Price	UTSFPRQU	FMG
   Un-authorized fund dividend	UTSUNDIV	FMG
   Un-authorized fund prices	UTSFPUUA	FMG
   Un-authorized Fund	UTSUNFND	FMG
   Un-authorized unit-holders	UTSUNUH	AGY
   Un-authorized transactions	UTSUNAUT	AGY
   Pending redemption confirmations	UTSUNRED	AGY
   Un-authorized standing instruction details	UTSUNSIN	AGY

2. Log in to the Application.
   If you have got rights for all dashboards, you can view all dashboards.
   The dashboards are visible based on user rights.
3. Click the user name displayed on the Application toolbar.
   Oracle Flexcube Investor Servicing allows you to execute certain user actions from the Application Browser.
   The following User Action menus are displayed.

   Figure 1-1 User Action Menus

   
   

   
   Description of "Figure 1-1 User Action Menus"

   
   
4. You can view the dashboards, only if the Show Dashboards value is maintained as Y at the User Settings level.
   Oracle Flexcube Investor Servicing facilitates integration of information from multiple products and displays it as Dashboard on the home page, also called the landing page of the application.
5. Design Landing page in such a way to display six Dashboards distributed in three rows with two Dashboards per row, without vertical scroll bar.
   The height and width of all Dashboards are fixed; however, the number of columns per Dashboard varies based on the size and name of the columns specified at Dashboard design level. Since the height of each Dashboard is fixed, only the first 5 records can be viewed at a time.

   Figure 1-2 Dashboard_Home Screen

   
   

   
   Description of "Figure 1-2 Dashboard_Home Screen"

   
   
6. Use the following buttons, links, and hyperlinks based on the desired operation.
   The following buttons and links at the top of each Dashboard aid in viewing records, if the Dashboard contains more than 5 records.

   Table 1-2 Button/Link and Functionality

   Button/Link	Functionality
   Previous	Click the button to view the previous set of 5 records.
   Next	Click the button to view the next set of records. However, if there are more than 5 entries then only the next five can be viewed.
   Refresh	Click the button to manually refresh and view the first five records.
   More	Click this link to launch a screen with more information similar to that of the current Dashboard.

   The following hyperlink facilities are also available in each Dashboard:

   Table 1-3 Hyperlink and Functionality

   Hyperlink	Functionality
   Column-wise link	Each column in the Dashboard can be mapped to a different Function ID to provide column-wise hyperlinks. Click the hyperlink in a particular column to launch the corresponding Function ID. A link to a particular column is limited only to that column.
   Row-wise link	Each row in the Dashboard can be mapped to a different Function ID to provide row-wise hyperlinks. Click the hyperlink in a particular row to launch the corresponding Function ID. A link to a particular row is the same across all fields in that row.

   Note:

   Hyperlinked rows and columns are highlighted to distinguish them from others. When a row/column link is clicked, the clicked row/column gets highlighted respectively.
7. Select User Settings menu from the list to process User Settings screen.
   The User Settings screen is displayed.

   Figure 1-3 User Settings

   
   

   
   Description of "Figure 1-3 User Settings"

   
   
8. On User Settings or User Admin Maintenance screen, you can change settings of the Show Dashboards from Yes to No or No to Yes.
9. You can map the function IDs in the Dashboard Mapping screen of User Admin maintenance if the Show Dashboards is set to Yes. If Show Dashboards is set to No, then dashboard details will not be displayed.
   During this mapping, if Show Dashboards is checked, then those functions will be displayed in the dashboard.
   The result is displayed based on the dashboard where clause maintenance.