Oracle Banking Digital Experience
Oracle Banking Digital
Experience
Retail Customer Services User Manual
Release 18.3.0.0.0
Part No. F12056-01
December 2018
Retail Customer Services User Manual
December 2018
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/
Copyright ? 2018, Oracle and/or its affiliates. All rights reserved.
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User Manual Oracle Banking Digital Experience Retail 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 Matrix..................................................................................................................... 7
3.
Portal Page ........................................................................................................................................ 10
4.
Channel On-boarding ....................................................................................................................... 14
4.1
5.
Self-Register................................................................................................................................ 14
Log-In & Log-Out of Oracle Banking Digital Experience .............................................................. 20
5.1
Log-in to the application .............................................................................................................. 20
5.2
Log-out of the application ............................................................................................................ 23
6.
Calculators ........................................................................................................................................ 24
6.1
Loans Calculator ......................................................................................................................... 25
6.2
Eligibility Calculator ..................................................................................................................... 26
6.3
Term Deposits Calculator ............................................................................................................ 28
6.4
Foreign Exchange Calculator ...................................................................................................... 30
6.5
Goal Calculator............................................................................................................................ 32
7.
First Time Login ................................................................................................................................ 36
8.
Dashboard ......................................................................................................................................... 47
8.1
Retail Dashboard ........................................................................................................................ 47
8.2
Conventional/Islamic Accounts ................................................................................................... 54
9.
Forgot Password .............................................................................................................................. 55
10.
Forgot Username .......................................................................................................................... 58
11.
Live Chat ........................................................................................................................................ 60
12.
FATCA & CRS Form ...................................................................................................................... 63
12.1
FATCA & CRS Self - Certification Form for Individuals .............................................................. 64
12.1.2
Customer Identification ....................................................................................................... 64
12.1.3
Additional KYC Information ................................................................................................. 68
12.1.4
Tax Residency Information ................................................................................................. 70
12.1.5
Declaration .......................................................................................................................... 75
12.1.6
Review ................................................................................................................................. 76
User Manual Oracle Banking Digital Experience Retail Customer Services
iii
12.1.7
12.2
Confirm ................................................................................................................................ 77
FATCA and CRS Self - Certification Form for Entities ................................................................ 78
12.2.2
Identification of the Entity .................................................................................................... 78
12.2.3
Tax Residency..................................................................................................................... 81
12.2.4
Entity Certification ............................................................................................................... 84
12.2.5
Declaration .......................................................................................................................... 90
12.2.6
Review ................................................................................................................................. 93
12.2.7
Confirm ................................................................................................................................ 94
13.
Apply Online For A New Account ................................................................................................ 95
13.1
Track Your Application ................................................................................................................ 97
14.
Interest Certificates ....................................................................................................................... 98
15.
Balance certificates .................................................................................................................... 102
16.
TDS ............................................................................................................................................... 105
17.
Service Request .......................................................................................................................... 107
17.1
Raise New Request .................................................................................................................. 107
17.1.1
Raise New Request - Summary ........................................................................................ 107
17.1.2
Schedule an Appointment for Branch Visit ....................................................................... 109
17.1.3
Service Request Form ...................................................................................................... 111
17.2
Track Request ........................................................................................................................... 112
17.2.1
Track Request - Search .................................................................................................... 113
17.2.2
Service Request Details - Request Status ........................................................................ 114
18.
My Preference .............................................................................................................................. 118
18.1
Profile ........................................................................................................................................ 118
18.1.2
Profile - Edit ....................................................................................................................... 120
18.2
Primary Account Number .......................................................................................................... 122
18.3
Alerts Subscription .................................................................................................................... 124
18.4
Third Party Consents ................................................................................................................ 127
18.5
Security and Login .................................................................................................................... 132
18.5.1
Set Security Questions ...................................................................................................... 132
18.5.2
SMS and Missed Call Banking .......................................................................................... 137
18.6
Settings ..................................................................................................................................... 139
19.
Security Question Authentication ............................................................................................. 143
20.
Change Password ....................................................................................................................... 145
21.
Limits ............................................................................................................................................ 147
21.1
Limits ¨C View ............................................................................................................................. 147
21.2
Daily and Monthly Limits - Edit .................................................................................................. 152
User Manual Oracle Banking Digital Experience Retail Customer Services
iv
22.
Session Summary ....................................................................................................................... 155
23.
Mailbox ......................................................................................................................................... 158
23.1
Mails .......................................................................................................................................... 158
23.1.2
Compose Mail ................................................................................................................... 160
23.1.3
Inbox .................................................................................................................................. 161
23.1.4
Sent Mail ........................................................................................................................... 165
23.1.5
Sent Mails ¨C Details........................................................................................................... 167
23.1.6
Deleted Mail ...................................................................................................................... 168
23.2
Alerts ......................................................................................................................................... 170
23.3
Notifications ............................................................................................................................... 173
24.
Feedback Capture ....................................................................................................................... 176
25.
ATM / Branch Locator ................................................................................................................. 179
26.
Nominations................................................................................................................................. 183
26.1
Add Nominee............................................................................................................................. 185
26.1.1
Add Nominee ¨C Add New .................................................................................................. 185
26.1.2
Add Nominee - Replicate Existing Nominee ..................................................................... 188
26.2
View Nominee ........................................................................................................................... 189
26.3
Edit Nominee ............................................................................................................................. 191
26.4
Delete Nominee ........................................................................................................................ 194
27.
One Time Password .................................................................................................................... 196
User Manual Oracle Banking Digital Experience Retail Customer Services
v
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