Index

A

Account Aggregation 43
Add Currency Pairs 28.1
Add External Bank 43.1.2
Adhoc Reports 62.1
Admin Approval Rules – Create 15.2.2.3
Admin Approval Rules - Edit 15.2.2.4
Admin Approval Rules – Search 15.2.2.1
Admin Approval Rules – View 15.2.2.2
Administrative Approver Transactions 2.3
Administrative Maker Transactions 2.2
Admin Workflow Management – Create 15.1.2.3
Admin Workflow Management - Edit 15.1.2.4
Admin Workflow Management – Search 15.1.2.1
Alerts 67.2
Alerts Templates 41
All Transactions 19.3.3
Analytics Dashboard 48
API Consumption - Adhoc Report 62.3.1
API Consumption Report 62.3
API Consumption - Schedule Reports 62.3.2
API Key 38.2
Approval Rule – Create 16.9.4
Approval Rule Report 62.10,
Approval Rule Report - Adhoc Report 62.19.1
Approval Rule Report - Adhoc Reports 62.10.1
Approval Rules 15.2
Approval Rules - Admin User 15.2.2
Approval Rules - Edit 16.9.3
Approval Rules - Retail & Business User 15.2.3
Approval Rules – Retail & Business User – Rule Summary 15.2.3.3
Approval Rules – Retail & Business User - Search 15.2.3.1
Approval Rules – Retail & Business User - View 15.2.3.4
Approval Rules - Schedule Reports 62.10.2
Approval Rules – Select User Type 15.2.1
Approval Rules – Summary 16.9.1
Approval Rules - View 16.9.2
Approvals 15
Approval Workflow - Admin User - Workflow Management 15.1.2
Approval Workflow - Retail & Business User - Workflow Management 15.1.3
Approval Workflow – Select User Type 15.1.1
Approve or Reject Service Requests (created using Service Request Form Builder) 59.3.1
Approve or Reject Service Requests (For Service Requests available out of the box) 59.2.1
ATM / Branch Maintenance 24
ATM/ Branch Maintenance - Add 24.2
ATM/ Branch Maintenance - Delete 24.4
ATM/ Branch Maintenance - Edit 24.3
ATM/ Branch Maintenance - Search 24.1
ATM & Branch Locator 75
Audit Log 52
Authentication 35
Authentication - Create 35.3
Authentication - Edit 35.2
Authentication - View 35.1

B

Biller Category Maintenance 29
Biller Category Maintenance - Add Category 29.2
Biller Category Maintenance - Delete 29.4
Biller Category Maintenance - Edit Category 29.3
Biller Category Maintenance - Summary 29.1
Biller Onboarding 6.1
Biller Onboarding - Create 6.1.2
Biller Onboarding - Delete 6.1.5
Biller Onboarding - Edit 6.1.4
Biller Onboarding - Search 6.1.1
Biller Onboarding - View 6.1.3
Biller Reconciliation - Adhoc Report 62.5.1
Biller Reconciliation Report 62.5
Biller Reconciliation - Schedule Reports 62.5.2
Biller Registration - Adhoc Report 62.4.1
Biller Registration Report 62.4
Biller Registration - Schedule Reports 62.4.2
Bill Payment Pay Later - Adhoc Report 62.6.1
Bill Payment Pay Later Report 62.6
Bill Payment Pay Later - Schedule Reports 62.6.2
Brand Mapping 46.5
Brand Mapping Search 46.5.1
Bundle Application 17.3

C

Change Password 68.2
Client Maintenance 54.3
Client Maintenance – Create 54.3.3
Client Maintenance – Edit 54.3.2
Client Maintenance - Search 54.3.1
Comments 16.1.2
Copy and Create a new Request or Export the Request 18.3.1
Copy Terms and Conditions 60.4
Create Alert Template 41.2
Create Application Role 32.4
Create Mapping 46.5.2, 47.8.1
Create Terms and Conditions 60.2

D

Dashboard 2
Dashboard Mapping – Summary 47.8
Dashboard Overview 47
Dashboard Overview – Clone 47.6
Dashboard Overview – Create 47.3
Dashboard Overview – Delete 47.7
Dashboard Overview – Design – Create Administrator Template 47.4
Dashboard Overview – Edit 47.5
Dashboard Overview– Summary 47.1
Dashboard Overview – View 47.2
Date Wise User Creation - Adhoc Report 62.7.1
Date Wise User Creation Report 62.7
Date Wise User Creation - Schedule Reports 62.7.2
Deactivate/Activate Service Request 18.5
Delete Alert Template 41.4
Delete Application Role 32.3
Deleted Mail 67.1.4
Delete External Bank's Details 43.1.4
Delete Mapping 46.5.3, 47.8.2
Delete Schedule Reports 62.2.3
Delete Terms and Conditions 60.5

E

Edit Application Role 32.2
Edit Custom Workflow 17.2.1, 17.3.2
Edit Schedule Reports 62.2.2
Edit Terms and Conditions 60.3
Electronic Bill Presentment and Payment 6
Entitlements 33
Entitlements - Edit 33.2
Entitlements - View 33.1
EPI Payment Reconciliation - Adhoc Report 62.8.1
EPI Payment Reconciliation Report 62.8
EPI Payment Reconciliation – Schedule Report 62.8.2
External Bank Maintenance 43.1

F

FAQ 3.5, 4.5, 5.5, 7.4, 8.6, 9.3, 10.5, 15.1.4, 15.2.3.5, , 16.11, 17.4, 18.6, 19.2, 20.4, 21.1, 22.1, 24.5, 25.4, 26.3, 27.4, 31.4, 32.5, 34.4, 35.4, 36.4, 37.5, 39.4, 40.4, 41.5, 42.5, 44.4, 45.4, 47.9, 48.1, 49.3, 50.5, 51.5, 52.2, 53.2, 53.4, 53.7, 55.4, 56.3, 57.3, 58.3, 63.3, 66.1, 67.4, 68.3, 69.1
FATCA & CRS Declaration - Adhoc Report 62.9.1
FATCA & CRS Declaration Report 62.9
FATCA & CRS Declaration - Schedule Reports 62.9.2
Feedback 19
Feedback Analytics 19.3
Feedback Template Maintenance 19.1
Feedback Template Maintenance - Create 19.1.3
Feedback Template Maintenance - Edit 19.1.2
Feedback Template Maintenance - Search 19.1.1
File Identifier Maintenance 53.1
File Identifier Maintenance - Administrator User - Create 53.1.3
File Identifier Maintenance - Administrator User – Edit 53.1.4
File Identifier Maintenance - Administrator User – Summary 53.1.2
File Identifier Maintenance - Corporate User - Create 53.1.6
File Identifier Maintenance - Corporate User – Edit 53.1.7
File Identifier Maintenance - Corporate User – Search and View 53.1.5
File Identifier Maintenance – User Type Selection 53.1.1
File Identifier wise Party User Mapping - Adhoc Report 62.11.1
File Identifier wise Party User Mapping Report 62.11
File Identifier wise Party User Mapping - Schedule Report 62.11.2
File Upload 53
File Upload – Bill Presentment 53.5
First Time Login 22
Forex Deal Maintenance 28
Forgot Password 72
Forgot Username 73

G

General Feedback 19.3.4
Goal Category - Create 45.2
Goal Category - Edit 45.3
Goal Category Maintenance 45
Goal Category - Search 45.1
Goal Category - View 45.1.1
Group Corporate Alerts Subscription 58
Group Corporate Alerts Subscription - Search 58.1
Group Corporate Onboarding 16
Group Corporate Onboarding – Search Corporate 16.1
Group Corporate Profiling - Create 16.2.1
Group Corporate Profiling - Edit 16.2.3
Group Corporate Profiling - View 16.2.2

I

Identity Domain Maintenance 54.1
Identity Domain Maintenance – Create 54.1.3
Identity Domain Maintenance – Edit 54.1.2
Identity Domain Maintenance - Search 54.1.1
Inbox 67.1.1
Individual Transactions 19.3.2

J

JWT Encryption Key 38.3

L

Limit Package Management 8
Limit Package Management - Clone 8.4
Limit Package Management - Create 8.2
Limit Package Management - Delete 8.5
Limit Package Management - Edit 8.3
Limit Package Management - View 8.1
Limits Definition 7
Limits Definition - Create 7.2
Limits Definition - Delete Limit 7.3
Limits Definition - View 7.1
List Of Topics 76

M

Mailbox 67
Mailers 42
Mailers - Create 42.2
Mailers - Delete 42.4
Mailers - Edit 42.3
Mailers - Search and View 42.1
Mails 67.1
Manage Brand 46
Manage Brand - Create 46.1
Manage Brand - Delete 46.4
Manage Brand - Edit 46.3
Manage Brand - View 46.2
Manage DND Alerts 74
Merchant Management 5
Merchant Management – Collect Funds 5.3
Merchant Management – Collect Funds – Create Merchant 5.3.2
Merchant Management – Collect Funds – Edit 5.3.3
Merchant Management – Collect Funds – View 5.3.1
Merchant Management - Delete 5.4
Merchant Management – Funds Out 5.2
Merchant Management – Funds Out – Create Merchant 5.2.2
Merchant Management – Funds Out – Edit 5.2.3
Merchant Management – Funds Out – View 5.2.1
Merchant Management – Search 5.1
Message Maintenance 65
Message Maintenance - Edit 65.2
Message Maintenance - View 65.1
Missed Call Banking - Edit 20.3
Missed Call Banking - Search 20.2
My Reports 63
My Reports - Adhoc 63.1
My Reports - Scheduled 63.2

N

Notifications 67.3

O

OAuth 2.0 54
Origination Workflow Configuration 17

P

Party Account Access 11
Party Account Access – Create 16.3.1
Party Account Access - Delete 11.4
Party Account Access- Delete 16.3.4
Party Account Access - Edit 11.3
Party Account Access- Edit 16.3.3
Party Account Access - Mapping (Create) 11.1
Party Account Access - View 16.3.2
Party Account Access- View 11.2
Party Preferences 4
Party Preferences - Create 4.2
Party Preferences - Edit 4.4
Party Preferences- Search 4.1
Party Preferences - View 4.3
Party Resource Access 13
Party Resource Access - Delete 13.4
Party Resource Access - Edit 13.3
Party Resource Access - Mapping (Create) 13.1
Party Resource Access- View 13.2
Party User wise File Identifiers Mapping - Adhoc Report 62.12.1
Party User wise File Identifiers Mapping Report 62.12
Party User wise File Identifiers Mapping - Schedule Reports 62.12.2
Party wise File Identifiers Mapping - Adhoc Report 62.13.1
Party wise File Identifiers Mapping Report 62.13
Party wise File Identifiers Mapping - Schedule Reports 62.13.2
Party wise Payee Maintenance - Adhoc Report 62.14.1
Party wise Payee Maintenance Report 62.14
Party wise Payee Maintenance - Schedule Reports 62.14.2
Password Encryption and Decryption with Public and Private Key Pairs 38.1
Password Policy Maintenance 37
Password Policy Maintenance - Create 37.3
Password Policy Maintenance - Edit 37.4
Password Policy Maintenance - Search 37.1
Password Policy Maintenance - View 37.2
Payee Restriction Setup 27
Payee Restriction Setup - Create 27.3
Payee Restriction Setup - Edit 27.2
Payee Restriction Setup - View 27.1
Print Password 56
Print Password - Print 56.2
Print Password - Search 56.1
Product Maintenance 25
Product Maintenance - Create 25.3
Product Maintenance - Edit 25.2
Product Maintenance - View 25.1
Profile 69

Q

Quick Form Definition - Search and View 18.2
Quick Forms Definition - Summary 18.1
Quick Forms - Service Request 18
Quick Forms - Service Request - Create 18.3
Quick Forms - Service Request – Edit 18.4

R

Ready to Submit 16.1.3
Relationship Maintenance 49
Relationship Mapping 49.1
Relationship Mapping Maintenance - Edit 49.1.2
Relationship Mapping Maintenance - View 49.1.1
Relationship Matrix 49.2
Relationship Matrix Maintenance - Edit 49.2.2
Relationship Matrix Maintenance - View 49.2.1
Report Generation 62
Reports 61
Request Processing 59
Request Processing - Summary 59.1
Reset Password 3.4
Resource Server Maintenance 54.2
Resource Server Maintenance – Create 54.2.3
Resource Server Maintenance – Edit 54.2.2
Resource Server Maintenance - Search 54.2.1
Retail & Business Approval Rules – Create 15.2.3.2
Retail & Business Workflow Management - Edit 15.1.3.4
Retail & Business Workflow Management – Summary 15.1.3.1
Retail & Business Workflow Management – View 15.1.3.2
Role Maintenance 32

S

Schedule Reports 62.2
Search & View Application Role 32.1
Search and View External Bank's Details 43.1.1
Search Audit Details 52.1
Security Keys 38
Security Questions Maintenance 36
Security Questions Maintenance - Create 36.3
Security Questions Maintenance - Edit 36.2
Security Settings 68
Send to Modify 16.10
Sent Mail 67.1.2
Sent Mail - Details 67.1.3
Service Request Details (For Service Requests available out of the box) 59.2
Service Request Details (Requests created using Service Request-Form Builder) 59.3
Session Summary 70
Session Timeout 71
Set Security Question 68.1
Single Product Application 17.2
SMS Banking 20
SMS Banking - Edit 20.1
Spend Category 44
Spend Category - Create 44.2
Spend Category - Edit 44.3
Spend Category - Search 44.1
Spend Category - View 44.1.1
Step 1: Group Corporate Profiling 16.2
Step 2: Party Account Access 16.3
Step 3: User Onboarding 16.4
Step 4: User Group Maintenance 16.5
Step 5: User Account Access 16.6
Step 6: Report Mapping 16.7
Step 7: Workflow Management 16.8
Step 8: Approval Rules 16.9
Subscribe/ Unsubscribe Alerts 57.2, 58.2
System Administrative Transactions 2.1
System Rules 21

T

Terms and Conditions Maintenance 60
Terms and Conditions - Search and View 60.1
Terms and Conditions - View 60.1.1
Top Three and Bottom Three Transactions 19.3.1
Touch Point Group Maintenance 31
Touch Point Group Maintenance - Create 31.3
Touch Point Group Maintenance - Edit 31.2
Touch Point Group Maintenance - View 31.1
Touch Point Maintenance 30
Touch Point Maintenance - Create 30.3
Touch Point Maintenance - Edit 30.2
Touch Point Maintenance - View 30.1
Transaction Aspects 23
Transaction Blackout 50
Transaction Blackout - Create 50.2
Transaction Blackout - Delete 50.4
Transaction Blackout - Edit 50.3
Transaction Blackout - Search 50.1
Transaction Group Maintenance 10
Transaction Group Maintenance - Create 10.2
Transaction Group Maintenance - Delete 10.4
Transaction Group Maintenance - Edit 10.3
Transaction Group Maintenance - View 10.1
Transaction Host Integration Matrix 1
Transaction Working Window - Create 51.2
Transaction Working Window - Delete 51.4
Transaction Working Window - Edit 51.3
Transaction Working Window - Search 51.1

U

Update Alert Template 41.3
Update External Bank's Details 43.1.3
Update Forex Deal 28.2
Update Transaction Aspects 23.2
Uploaded File Inquiry – Default View 53.6.1
Uploaded File Inquiry – File Details – Bill Presentment 53.6.3
Uploaded File Inquiry – Search Filters 53.6.2
Uploaded Files Inquiry 53.6
User Account Access 12
User Account Access – Create 16.6.1
User Account Access - Delete 12.4
User Account Access – Delete 16.6.4
User Account Access - Edit 12.3
User Account Access – Edit 16.6.3
User Account Access - Mapping (Create) 12.1
User Account Access – View 16.6.2
User Account Access- View 12.2
User Alerts Subscription 57
User Alerts Subscription - Search 57.1
User Entitlement Report 62.21
User Entitlement Report- Adhoc Report 62.21.1
User File Identifier Mapping 53.3
User File Identifier Mapping – Administrator - Create 53.3.3
User File Identifier Mapping – Administrator - Edit 53.3.4
User File Identifier Mapping – Administrator - Search 53.3.2
User File Identifier Mapping - Corporate User - Create 53.3.6
User File Identifier Mapping - Corporate User - Edit 53.3.7
User File Identifier Mapping - Corporate User - Search 53.3.5
User File Identifier Mapping – User Type Selection 53.3.1
User Group Management 55
User Groups – Admin User 55.2
User Groups - Admin User – Create 55.2.1
User Groups - Admin User – Edit Group 55.2.3
User Groups - Admin User – Search Summary 55.2.2
User Groups – Create 16.5.1
User Groups – Edit 16.5.3
User Group - Service Request Mapping 40
User Group - Service Request Mapping - Create 40.2
User Group - Service Request Mapping - Modify 40.3
User Group - Service Request Mapping - Search 40.1
User Groups – Retail & Business User 55.3
User Groups - Retail & Business User – Create 55.3.2
User Groups - Retail & Business User – Edit Group 55.3.3
User Groups - Retail & Business User – Group Summary 55.3.4
User Groups - Retail & Business User – Search Party 55.3.1
User Groups – Select User Type 55.1
User Groups – Summary & View 16.5.2
User Group - Subject Mapping 39
User Group - Subject Mapping - Create 39.2
User Group - Subject Mapping - Modify 39.3
User Group - Subject Mapping - Search 39.1
User Helpdesk 66
User Limits 9
User Limits - Edit 9.2
User Limits - View 9.1
User List Report 62.20
User List Report - Adhoc Report 62.20.1
User Management 3
User Management - Create 3.1, 16.4.3
User Management - Edit 3.3, 16.4.2
User Management - Search and View 3.2, 16.4.1
User Profile - Edit 26.2
User Profile Maintenance 26
User Profile - View 26.1
User Report Mapping 64
User Report Mapping - Administrator User 64.2
User Report Mapping - Create 16.7.2, 64.2.1, 64.3.2
User Report Mapping - Edit 16.7.3, 64.2.3, 64.3.3
User Report Mapping – Retail and Business User 64.3
User Report Mapping - Search 64.2.2, 64.3.1
User Report Mapping – Search & View 16.7.1
User Report Mapping – Select User Type 64.1
User Resource Access 14
User Resource Access - Delete 14.4
User Resource Access - Edit 14.3
User Resource Access - Mapping (Create) 14.1
User Resource Access- Search 14.2
User Security Question - Edit 68.1.2
User Segment Maintenance 34
User Segment Maintenance - Create 34.3
User Segment Maintenance - Edit 34.2
User Segment Maintenance - Search 34.1
User Segment Summary - Adhoc Report 62.15.1
User Segment Summary Report 62.15
User Segment Summary - Schedule Reports 62.15.2

V

View Alert Template 41.1
View Default and Custom Workflows 17.3.1
View Linked Parties under Group Corporate 16.1.1
View Scheduled Reports 62.2.1
View Security Questions 36.1, 68.1.1
View Transaction Aspects 23.1
View Workflows 17.1

W

Wallet KYC Report 62.17
Wallets Creation for a Date Range - Adhoc Report 62.16.1
Wallets Creation for a Date Range Report 62.16
Wallets Creation for a Date Range - Schedule Report 62.16.2
Wallets KYC - Adhoc Report 62.17.1
Wallets KYC - Schedule Report 62.17.2
Wallets Transaction Activity - Adhoc Report 62.18.1
Wallets Transaction Activity Report 62.18
Wallets Transaction Activity - Schedule Report 62.18.2
Workflow Management 15.1
Workflow Management – Create 15.1.3.3, 16.8.3
Workflow Management - Edit 16.8.4
Workflow Management – Summary 16.8.1
Workflow Management – View 15.1.2.2, 16.8.2
Working Window 51