Oracle Banking Digital Experience
嚜燈racle Banking Digital
Experience
Corporate Customer Services User Manual
Release 19.2.0.0.0
Part No. F25153-01
December 2019
Corporate Customer Services User Manual
December 2019
Oracle Financial Services Software Limited
Oracle Park
Off Western Express Highway
Goregaon (East)
Mumbai, Maharashtra 400 063
India
Worldwide Inquiries:
Phone: +91 22 6718 3000
Fax:+91 22 6718 3001
financialservices/
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User Manual Oracle Banking Digital Experience Corporate Customer Services
ii
Table of Contents
1.
Preface ................................................................................................................................................. 6
1.1
Intended Audience ........................................................................................................................ 6
1.2
Documentation Accessibility ......................................................................................................... 6
1.3
Access to Oracle Support ............................................................................................................. 6
1.4
Structure ........................................................................................................................................ 6
1.5
Related Information Sources......................................................................................................... 6
2.
Transaction Host Integration Matrix ................................................................................................. 7
3.
Customer Services ............................................................................................................................. 9
4.
Portal Page ........................................................................................................................................ 10
5.
Log-In & Log-Out .............................................................................................................................. 15
5.1
Log-in to the application .............................................................................................................. 15
5.2
Log-out of the application ............................................................................................................ 16
6.
First Time Login ................................................................................................................................ 17
7.
Dashboards ....................................................................................................................................... 26
7.1
Viewer Dashboard ....................................................................................................................... 26
7.1.2
Conventional/Islamic Accounts ........................................................................................... 37
7.2
Maker Dashboard ........................................................................................................................ 38
7.3
Approver Dashboard ................................................................................................................... 48
7.3.1
Pending for Approvals ......................................................................................................... 60
8.
Forgot Password .............................................................................................................................. 63
9.
Forgot Username .............................................................................................................................. 66
10.
FATCA & CRS Form ...................................................................................................................... 68
10.1
FATCA and CRS Self - Certification Form for Entities ................................................................ 69
10.1.1
Identification of the Entity .................................................................................................... 69
10.1.2
Tax Residency..................................................................................................................... 72
10.1.3
Entity Certification ............................................................................................................... 75
10.1.4
Declaration .......................................................................................................................... 81
10.1.5
Review ................................................................................................................................. 82
10.1.6
Confirm ................................................................................................................................ 84
11.
Live Chat ........................................................................................................................................ 85
12.
My Preference ................................................................................................................................ 88
12.1
Profile .......................................................................................................................................... 88
User Manual Oracle Banking Digital Experience Corporate Customer Services
iii
12.2
Primary Account Number ............................................................................................................ 90
12.3
Alerts/Notifications ...................................................................................................................... 92
12.4
Third Party Consents .................................................................................................................. 95
12.5
Security and Login ...................................................................................................................... 98
12.5.1
Set Security Questions ........................................................................................................ 98
12.5.2
SMS and Missed Call Banking .......................................................................................... 102
12.6
Themes ..................................................................................................................................... 104
12.6.2
12.7
Switch to Default Theme ................................................................................................... 105
Settings ..................................................................................................................................... 106
13.
Change Password ....................................................................................................................... 109
14.
Limits ............................................................................................................................................ 111
15.
Session Summary ....................................................................................................................... 121
16.
Personalize Dashboard .............................................................................................................. 123
16.1
Personalize Dashboard ............................................................................................................. 123
16.2
Revert to default dashboard ...................................................................................................... 126
17.
Security Question Authentication ............................................................................................. 129
17.1
18.
One Time Password Authentication .......................................................................................... 130
E-Receipts .................................................................................................................................... 132
18.1
19.
Example for e-receipt generation .............................................................................................. 132
Mailbox ......................................................................................................................................... 136
19.1
Mails .......................................................................................................................................... 136
19.1.2
Compose Mail ................................................................................................................... 138
19.1.3
Mailbox 每 Inbox ................................................................................................................. 139
19.1.4
Mailbox 每 Sent................................................................................................................... 141
19.1.5
Mailbox 每 Sent Mails 每 Details .......................................................................................... 143
19.1.6
Mailbox 每 Deleted Mail ...................................................................................................... 144
19.2
Alerts ......................................................................................................................................... 146
19.3
Notifications ............................................................................................................................... 147
20.
Calculators ................................................................................................................................... 151
20.1
Loans Calculator ....................................................................................................................... 151
20.2
Eligibility Calculator ................................................................................................................... 152
20.3
Term Deposits Calculator .......................................................................................................... 154
20.4
Foreign Exchange Calculator .................................................................................................... 155
21.
ATM / Branch Locator ................................................................................................................. 157
User Manual Oracle Banking Digital Experience Corporate Customer Services
iv
22.
Feedback Capture ....................................................................................................................... 161
23.
My Reports ................................................................................................................................... 164
23.1
My Reports - Adhoc .................................................................................................................. 164
23.2
My Reports - Scheduled ............................................................................................................ 166
24.
Report Generation ....................................................................................................................... 168
24.1
Adhoc Reports........................................................................................................................... 169
24.2
Scheduled Reports .................................................................................................................... 170
24.2.1
View Scheduled Reports ................................................................................................... 171
24.2.2
Edit Scheduled Reports .................................................................................................... 174
24.2.3
Delete Scheduled Reports ................................................................................................ 175
24.3
Daily Balance Position Report................................................................................................... 177
24.3.1
Daily Balance Position Report ........................................................................................... 177
24.3.2
Daily Balance Position Report 每 Schedule Reports .......................................................... 180
24.4
Party wise Payee Maintenance Report ..................................................................................... 183
24.4.1
Party wise Payee Maintenance - Adhoc Report ............................................................... 183
24.4.2
Party wise Payee Maintenance 每 Schedule Reports ........................................................ 186
24.5
Party wise Pending Approvals list Report ................................................................................. 189
24.5.1
Party wise Pending Approvals list - Adhoc Report............................................................ 189
24.5.2
Party wise Pending Approvals List - Schedule Reports .................................................... 194
24.6
Transaction Summary Report ................................................................................................... 197
24.6.1
Transaction Summary Report ........................................................................................... 197
24.6.2
Transaction Summary - Schedule Reports ....................................................................... 200
User Manual Oracle Banking Digital Experience Corporate Customer Services
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