Index

A  B  C  D  E  F  G  I  J  L  M  N  O  P  R  S  T  U  V  W  

A

  • Account Aggregation 35
  • Add External Bank 35.1.2
  • Adhoc Reports 55.1
  • Admin Approval Rules – Create 13.2.2.3
  • Admin Approval Rules - Edit 13.2.2.4
  • Admin Approval Rules – Search 13.2.2.1
  • Admin Approval Rules – View 13.2.2.2
  • Administrative Approver Transactions 1.3
  • Administrative Maker Transactions 1.2
  • Admin Workflow Management – Create 13.1.2.3
  • Admin Workflow Management - Edit 13.1.2.4
  • Admin Workflow Management – Search 13.1.2.1
  • Alerts 59.2
  • Alerts Templates 33
  • All Transactions 16.3.3
  • API Consumption - Adhoc Report 55.3.1
  • API Consumption Report 55.3
  • API Consumption - Schedule Reports 55.3.2
  • API Key 31.2
  • Approval Rule – Create 14.9.4
  • Approval Rule Report 55.6
  • Approval Rule Report - Adhoc Report 55.12.1
  • Approval Rule Report - Adhoc Reports 55.6.1
  • Approval Rules 13.2
  • Approval Rules - Admin User 13.2.2
  • Approval Rules - Edit 14.9.3
  • Approval Rules - Retail & Business User 13.2.3
  • Approval Rules – Retail & Business User – Rule Summary 13.2.3.3
  • Approval Rules – Retail & Business User - Search 13.2.3.1
  • Approval Rules – Retail & Business User - View 13.2.3.4
  • Approval Rules - Schedule Reports 55.6.2
  • Approval Rules – Select User Type 13.2.1
  • Approval Rules – Summary 14.9.1
  • Approval Rules - View 14.9.2
  • Approvals 13
  • Approval Workflow - Admin User - Workflow Management 13.1.2
  • Approval Workflow - Retail & Business User - Workflow Management 13.1.3
  • Approval Workflow – Select User Type 13.1.1
  • Approve or Reject Service Requests (created using Service Request Form Builder) 48.3.1
  • Approve or Reject Service Requests (For Service Requests available out of the box) 48.2.1
  • ATM / Branch Maintenance 20
  • ATM/ Branch Maintenance - Add 20.2
  • ATM/ Branch Maintenance - Delete 20.4
  • ATM/ Branch Maintenance - Edit 20.3
  • ATM/ Branch Maintenance - Search 20.1
  • ATM & Branch Locator 64
  • Audit Log 43
  • Authentication 29
  • Authentication - Create 29.3
  • Authentication - Edit 29.2
  • Authentication - View 29.1

B

  • Brand Mapping Search 38.2.1
  • Bundle Application 15.3

C


D

  • Dashboard 1
  • Dashboard Mapping – Summary 39.8
  • Dashboard Overview 39
  • Dashboard Overview – Clone 39.6
  • Dashboard Overview – Create 39.3
  • Dashboard Overview – Delete 39.7
  • Dashboard Overview – Design – Create Administrator Template 39.4
  • Dashboard Overview – Edit 39.5
  • Dashboard Overview– Summary 39.1
  • Dashboard Overview – View 39.2
  • Delete Alert Template 33.4
  • Delete Application Role 26.3
  • Deleted Mail 59.1.4
  • Delete External Bank's Details 35.1.4
  • Delete Mapping 38.2.3, 39.8.2
  • Delete Schedule Reports 55.2.3
  • Delete Terms and Conditions 52.5

E

  • Edit Application Role 26.2
  • Edit Custom Workflow 15.2.1, 15.3.2
  • Edit Schedule Reports 55.2.2
  • Edit Templates 50.2
  • Edit Terms and Conditions 52.3
  • Entitlements 27
  • Entitlements - Edit 27.2
  • Entitlements - View 27.1
  • EPI Payment Reconciliation - Adhoc Report 55.4.1
  • EPI Payment Reconciliation Report 55.4
  • EPI Payment Reconciliation – Schedule Report 55.4.2
  • Events Data
  • Experience Builder 38, 38.1
  • Experience Builder - Create 38.1.1
  • External Bank Maintenance 35.1

F


G

  • General Feedback 16.3.4
  • Goal Category - Create 37.2
  • Goal Category - Edit 37.3
  • Goal Category Maintenance 37
  • Goal Category - Search 37.1
  • Goal Category - View 37.1.1
  • Group Corporate Alerts Subscription 47
  • Group Corporate Alerts Subscription - Search 47.1
  • Group Corporate Onboarding 14
  • Group Corporate Onboarding – Search Corporate 14.1
  • Group Corporate Profiling - Create 14.2.1
  • Group Corporate Profiling - Edit 14.2.3
  • Group Corporate Profiling - View 14.2.2

I


J

  • JWT Encryption Key 31.3

L

  • Limit Package Management 6
  • Limit Package Management - Clone 6.4
  • Limit Package Management - Create 6.2
  • Limit Package Management - Delete 6.5
  • Limit Package Management - Edit 6.3
  • Limit Package Management - View 6.1
  • Limits Definition 5
  • Limits Definition - Create 5.2
  • Limits Definition - Delete Limit 5.3
  • Limits Definition - View 5.1

M

  • Mailbox 59
  • Mailers 34
  • Mailers - Create 34.2
  • Mailers - Delete 34.4
  • Mailers - Edit 34.3
  • Mailers - Search and View 34.1
  • Mails 59.1
  • Manage Brand - Delete 38.1.4
  • Manage Brand - Edit 38.1.3
  • Manage Brand - View 38.1.2
  • Manage DND Alerts 63
  • Mapping 38.2
  • Merchant Management 4
  • Merchant Management – Collect Funds 4.3
  • Merchant Management – Collect Funds – Create Merchant 4.3.2
  • Merchant Management – Collect Funds – Edit 4.3.3
  • Merchant Management – Collect Funds – View 4.3.1
  • Merchant Management - Delete 4.4
  • Merchant Management – Funds Out 4.2
  • Merchant Management – Funds Out – Create Merchant 4.2.2
  • Merchant Management – Funds Out – Edit 4.2.3
  • Merchant Management – Funds Out – View 4.2.1
  • Merchant Management – Search 4.1
  • My Reports 56
  • My Reports - Adhoc 56.1
  • My Reports - Scheduled 56.2

N

  • Network Purpose Code Mapping 49
  • Notifications 59.3

O

  • Origination Workflow Configuration 15

P

  • Party Account Access 9
  • Party Account Access – Create 14.3.1
  • Party Account Access - Delete 9.4
  • Party Account Access- Delete 14.3.4
  • Party Account Access - Edit 9.3
  • Party Account Access- Edit 14.3.3
  • Party Account Access - Mapping (Create) 9.1
  • Party Account Access - View 14.3.2
  • Party Account Access- View 9.2
  • Party Preferences 3
  • Party Preferences - Create 3.2
  • Party Preferences - Edit 3.4
  • Party Preferences- Search 3.1
  • Party Preferences - View 3.3
  • Party Resource Access 11
  • Party Resource Access - Delete 11.4
  • Party Resource Access - Edit 11.3
  • Party Resource Access - Mapping (Create) 11.1
  • Party Resource Access- View 11.2
  • Party User wise File Identifiers Mapping - Adhoc Report 55.8.1
  • Party User wise File Identifiers Mapping Report 55.8
  • Party User wise File Identifiers Mapping - Schedule Reports 55.8.2
  • Party wise File Identifiers Mapping - Adhoc Report 55.9.1
  • Party wise File Identifiers Mapping Report 55.9
  • Party wise File Identifiers Mapping - Schedule Reports 55.9.2
  • Party wise Payee Maintenance - Adhoc Report 55.10.1
  • Party wise Payee Maintenance Report 55.10
  • Party wise Payee Maintenance - Schedule Reports 55.10.2
  • Password Encryption and Decryption with Public and Private Key Pairs 31.1
  • Payee Restriction Setup 23
  • Payee Restriction Setup - Create 23.3
  • Payee Restriction Setup - Edit 23.2
  • Payee Restriction Setup - View 23.1
  • Product Maintenance 21
  • Product Maintenance - Create 21.3
  • Product Maintenance - Edit 21.2
  • Product Maintenance - View 21.1
  • Profile 61

R

  • Ready to Submit 14.1.3
  • Relationship Maintenance 40
  • Relationship Mapping 40.1
  • Relationship Mapping Maintenance - Edit 40.1.2
  • Relationship Mapping Maintenance - View 40.1.1
  • Relationship Matrix 40.2
  • Relationship Matrix Maintenance - Edit 40.2.2
  • Relationship Matrix Maintenance - View 40.2.1
  • Report Generation 55
  • Reports 54
  • Request Processing 48
  • Request Processing - Summary 48.1
  • Resource Bundle Maintenance 51
  • Resource Bundle Maintenance - Edit 51.2
  • Resource Bundle Maintenance - Search & View 51.1
  • Retail & Business Approval Rules – Create 13.2.3.2
  • Retail & Business Workflow Management - Edit 13.1.3.4
  • Retail & Business Workflow Management – Summary 13.1.3.1
  • Retail & Business Workflow Management – View 13.1.3.2
  • Role Maintenance 26

S

  • Schedule Reports 55.2
  • Search & View Application Role 26.1
  • Search and View External Bank's Details 35.1.1
  • Search Audit Details 43.1
  • Security Keys 31
  • Security Questions Maintenance 30
  • Security Questions Maintenance - Create 30.3
  • Security Questions Maintenance - Edit 30.2
  • Security Settings 60
  • Send to Modify 14.10
  • Sent Mail 59.1.2
  • Sent Mail - Details 59.1.3
  • Service Request Details (For Service Requests available out of the box) 48.2
  • Service Request Details (Requests created using Service Request-Form Builder) 48.3
  • Session Summary 62
  • Set Security Question 60.1
  • Single Product Application 15.2
  • Spend Category 36
  • Spend Category - Create 36.2
  • Spend Category - Edit 36.3
  • Spend Category - Search 36.1
  • Spend Category - View 36.1.1
  • Step 1: Group Corporate Profiling 14.2
  • Step 2: Party Account Access 14.3
  • Step 3: User Onboarding 14.4
  • Step 4: User Group Maintenance 14.5
  • Step 5: User Account Access 14.6
  • Step 6: Report Mapping 14.7
  • Step 7: Workflow Management 14.8
  • Step 8: Approval Rules 14.9
  • Subscribe/ Unsubscribe Alerts 46.2, 47.2
  • System Administrative Transactions 1.1
  • System Rules 17

T

  • Template Maintenance 50
  • Terms and Conditions Maintenance 52
  • Terms and Conditions - Search and View 52.1
  • Terms and Conditions - View 52.1.1
  • Timer Maintenance 53
  • Top Three and Bottom Three Transactions 16.3.1
  • Touch Point Group Maintenance 25
  • Touch Point Group Maintenance - Create 25.3
  • Touch Point Group Maintenance - Edit 25.2
  • Touch Point Group Maintenance - View 25.1
  • Touch Point Maintenance 24
  • Touch Point Maintenance - Create 24.3
  • Touch Point Maintenance - Edit 24.2
  • Touch Point Maintenance - View 24.1
  • Transaction Aspects 19
  • Transaction Blackout 41
  • Transaction Blackout - Create 41.2
  • Transaction Blackout - Delete 41.4
  • Transaction Blackout - Edit 41.3
  • Transaction Blackout - Search 41.1
  • Transaction Group Maintenance 8
  • Transaction Group Maintenance - Create 8.2
  • Transaction Group Maintenance - Delete 8.4
  • Transaction Group Maintenance - Edit 8.3
  • Transaction Group Maintenance - View 8.1
  • Transaction Working Window - Create 42.2
  • Transaction Working Window - Delete 42.4
  • Transaction Working Window - Edit 42.3
  • Transaction Working Window - Search 42.1

U

  • Update Alert Template 33.3
  • Update External Bank's Details 35.1.3
  • Update Timer 53.2
  • Update Transaction Aspects 19.2
  • User Account Access 10
  • User Account Access – Create 14.6.1
  • User Account Access - Delete 10.4
  • User Account Access – Delete 14.6.4
  • User Account Access - Edit 10.3
  • User Account Access – Edit 14.6.3
  • User Account Access - Mapping (Create) 10.1
  • User Account Access – View 14.6.2
  • User Account Access- View 10.2
  • User Alerts Subscription 46
  • User Alerts Subscription - Search 46.1
  • User Entitlement Report 55.14
  • User Entitlement Report- Adhoc Report 55.14.1
  • User File Identifier Mapping 44.3
  • User File Identifier Mapping – Administrator - Create 44.3.3
  • User File Identifier Mapping – Administrator - Edit 44.3.4
  • User File Identifier Mapping – Administrator - Search 44.3.2
  • User File Identifier Mapping - Corporate User - Create 44.3.6
  • User File Identifier Mapping - Corporate User - Edit 44.3.7
  • User File Identifier Mapping - Corporate User - Search 44.3.5
  • User File Identifier Mapping – User Type Selection 44.3.1
  • User Group Management 45
  • User Groups – Admin User 45.2
  • User Groups - Admin User – Create 45.2.1
  • User Groups - Admin User – Edit Group 45.2.3
  • User Groups - Admin User – Search Summary 45.2.2
  • User Groups – Create 14.5.1
  • User Groups – Edit 14.5.3
  • User Groups – Retail & Business User 45.3
  • User Groups - Retail & Business User – Create 45.3.2
  • User Groups - Retail & Business User – Edit Group 45.3.3
  • User Groups - Retail & Business User – Group Summary 45.3.4
  • User Groups - Retail & Business User – Search Party 45.3.1
  • User Groups – Select User Type 45.1
  • User Groups – Summary & View 14.5.2
  • User Group - Subject Mapping 32
  • User Group - Subject Mapping - Create 32.2
  • User Group - Subject Mapping - Modify 32.3
  • User Group - Subject Mapping - Search 32.1
  • User Helpdesk 58
  • User Limits 7
  • User Limits - Edit 7.2
  • User Limits - View 7.1
  • User List Report 55.13
  • User List Report - Adhoc Report 55.13.1
  • User Management 2
  • User Management - Create 2.1
  • User Management - Edit 2.3
  • User Management - Search and View 2.2
  • User Profile - Edit 22.2
  • User Profile Maintenance 22
  • User Profile - View 22.1
  • User Report Mapping 57
  • User Report Mapping - Administrator User 57.2
  • User Report Mapping - Create 14.7.2, 57.2.1, 57.3.2
  • User Report Mapping - Edit 14.7.3, 57.2.3, 57.3.3
  • User Report Mapping – Retail and Business User 57.3
  • User Report Mapping - Search 57.2.2, 57.3.1
  • User Report Mapping – Search & View 14.7.1
  • User Report Mapping – Select User Type 57.1
  • User Resource Access 12
  • User Resource Access - Delete 12.4
  • User Resource Access - Edit 12.3
  • User Resource Access - Mapping (Create) 12.1
  • User Resource Access- Search 12.2
  • User Security Question - Edit 60.1.2
  • User Segment Maintenance 28
  • User Segment Maintenance - Create 28.3
  • User Segment Maintenance - Edit 28.2
  • User Segment Maintenance - Search 28.1
  • User Segment Summary - Adhoc Report 55.11.1
  • User Segment Summary Report 55.11
  • User Segment Summary - Schedule Reports 55.11.2

V

  • View Alert Template 33.1
  • View Bundled Application Workflows 15.3.1
  • View Linked Parties under Group Corporate 14.1.1
  • View Scheduled Reports 55.2.1
  • View Security Questions 30.1, 60.1.1
  • View Templates 50.1
  • View Timer 53.1
  • View Transaction Aspects 19.1
  • View Workflow for a Single Product Application 15.1

W