Title and Copyright Information
Preface
- Purpose
- Audience
- Documentation Accessibility
- Critical Patches
- Diversity and Inclusion
- Conventions
- Related Resources
- Screenshot Disclaimer
- Acronyms and Abbreviations
1 Transaction Host Integration Matrix
2 Dashboard
- 2.1 System Administrative Transactions
- 2.2 Administrative Maker Transactions
- 2.3 Administrative Approver Transactions
3 User Management
- 3.1 User Management - Create
- 3.2 User Management - Search and View
- 3.3 User Management - Edit
- 3.4 Reset Password
- 3.5 FAQ
4 Party Preferences
- 4.1 Party Preferences- Search
- 4.2 Party Preferences - Create
- 4.3 Party Preferences - View
- 4.4 Party Preferences - Edit
- 4.5 FAQ
5 Merchant Management
- 5.1 Merchant Management – Search
- 5.2 Merchant Management – Funds Out
- 5.3 Merchant Management – Collect Funds
- 5.4 Merchant Management - Delete
- 5.5 FAQ
6 Electronic Bill Presentment and Payment
- 6.1 Biller Onboarding
7 Limits Definition
- 7.1 Limits Definition - View
- 7.2 Limits Definition - Create
- 7.3 Limits Definition - Delete Limit
- 7.4 FAQ
8 Limit Package Management
- 8.1 Limit Package Management - View
- 8.2 Limit Package Management - Create
- 8.3 Limit Package Management - Edit
- 8.4 Limit Package Management - Clone
- 8.5 Limit Package Management - Delete
- 8.6 FAQ
9 User Limits
- 9.1 User Limits - View
- 9.2 User Limits - Edit
- 9.3 FAQ
10 Transaction Group Maintenance
- 10.1 Transaction Group Maintenance - View
- 10.2 Transaction Group Maintenance - Create
- 10.3 Transaction Group Maintenance - Edit
- 10.4 Transaction Group Maintenance - Delete
- 10.5 FAQ
11 Party Account Access
- 11.1 Party Account Access - Mapping (Create)
- 11.2 Party Account Access- View
- 11.3 Party Account Access - Edit
- 11.4 Party Account Access - Delete
12 User Account Access
- 12.1 User Account Access - Mapping (Create)
- 12.2 User Account Access- View
- 12.3 User Account Access - Edit
- 12.4 User Account Access - Delete
13 Party Resource Access
- 13.1 Party Resource Access - Mapping (Create)
- 13.2 Party Resource Access- View
- 13.3 Party Resource Access - Edit
- 13.4 Party Resource Access - Delete
14 User Resource Access
- 14.1 User Resource Access - Mapping (Create)
- 14.2 User Resource Access- Search
- 14.3 User Resource Access - Edit
- 14.4 User Resource Access - Delete
15 Approvals
- 15.1 Workflow Management
- 15.2 Approval Rules
- 15.3 FAQ
16 Group Corporate Onboarding
- 16.1 Group Corporate Onboarding – Search Corporate
- 16.2 Step 1: Group Corporate Profiling
- 16.3 Step 2: Party Account Access
- 16.4 Step 3: User Onboarding
- 16.5 Step 4: User Group Maintenance
- 16.6 Step 5: User Account Access
- 16.7 Step 6: Report Mapping
- 16.8 Step 7: Workflow Management
- 16.9 Step 8: Approval Rules
- 16.10 Send to Modify
- 16.11 FAQ
17 Origination Workflow Configuration
- 17.1 View Workflows
- 17.2 Single Product Application
  - 17.2.1 Edit Custom Workflow
- 17.3 Bundle Application
  - 17.3.1 View Default and Custom Workflows
  - 17.3.2 Edit Custom Workflow
- 17.4 FAQ
18 Quick Forms - Service Request
- 18.1 Quick Forms Definition - Summary
- 18.2 Quick Form Definition - Search and View
- 18.3 Quick Forms - Service Request - Create
  - 18.3.1 Copy and Create a new Request or Export the Request
- 18.4 Quick Forms - Service Request – Edit
- 18.5 Deactivate/Activate Service Request
- 18.6 FAQ
19 Feedback
- 19.1 Feedback Template Maintenance
- 19.2 FAQ
- 19.3 Feedback Analytics
20 SMS Banking
- 20.1 SMS Banking - Edit
- 20.2 Missed Call Banking - Search
- 20.3 Missed Call Banking - Edit
- 20.4 FAQ
21 System Rules
- 21.1 FAQ
22 First Time Login
- 22.1 FAQ
23 Transaction Aspects
- 23.1 View Transaction Aspects
- 23.2 Update Transaction Aspects
24 ATM / Branch Maintenance
- 24.1 ATM/ Branch Maintenance - Search
- 24.2 ATM/ Branch Maintenance - Add
- 24.3 ATM/ Branch Maintenance - Edit
- 24.4 ATM/ Branch Maintenance - Delete
- 24.5 FAQ
25 Product Maintenance
- 25.1 Product Maintenance - View
- 25.2 Product Maintenance - Edit
- 25.3 Product Maintenance - Create
- 25.4 FAQ
26 User Profile Maintenance
- 26.1 User Profile - View
- 26.2 User Profile - Edit
- 26.3 FAQ
27 Payee Restriction Setup
- 27.1 Payee Restriction Setup - View
- 27.2 Payee Restriction Setup - Edit
- 27.3 Payee Restriction Setup - Create
- 27.4 FAQ
28 Forex Deal Maintenance
- 28.1 Add Currency Pairs
- 28.2 Update Forex Deal
29 Biller Category Maintenance
- 29.1 Biller Category Maintenance - Summary
- 29.2 Biller Category Maintenance - Add Category
- 29.3 Biller Category Maintenance - Edit Category
- 29.4 Biller Category Maintenance - Delete
30 Touch Point Maintenance
- 30.1 Touch Point Maintenance - View
- 30.2 Touch Point Maintenance - Edit
- 30.3 Touch Point Maintenance - Create
31 Touch Point Group Maintenance
- 31.1 Touch Point Group Maintenance - View
- 31.2 Touch Point Group Maintenance - Edit
- 31.3 Touch Point Group Maintenance - Create
- 31.4 FAQ
32 Role Maintenance
- 32.1 Search & View Application Role
- 32.2 Edit Application Role
- 32.3 Delete Application Role
- 32.4 Create Application Role
- 32.5 FAQ
33 Entitlements
- 33.1 Entitlements - View
- 33.2 Entitlements - Edit
34 User Segment Maintenance
- 34.1 User Segment Maintenance - Search
- 34.2 User Segment Maintenance - Edit
- 34.3 User Segment Maintenance - Create
- 34.4 FAQ
35 Authentication
- 35.1 Authentication - View
- 35.2 Authentication - Edit
- 35.3 Authentication - Create
- 35.4 FAQ
36 Security Questions Maintenance
- 36.1 View Security Questions
- 36.2 Security Questions Maintenance - Edit
- 36.3 Security Questions Maintenance - Create
- 36.4 FAQ
37 Password Policy Maintenance
- 37.1 Password Policy Maintenance - Search
- 37.2 Password Policy Maintenance - View
- 37.3 Password Policy Maintenance - Create
- 37.4 Password Policy Maintenance - Edit
- 37.5 FAQ
38 Security Keys
- 38.1 Password Encryption and Decryption with Public and Private Key Pairs
- 38.2 API Key
- 38.3 JWT Encryption Key
39 User Group - Subject Mapping
- 39.1 User Group - Subject Mapping - Search
- 39.2 User Group - Subject Mapping - Create
- 39.3 User Group - Subject Mapping - Modify
- 39.4 FAQ
40 User Group - Service Request Mapping
- 40.1 User Group - Service Request Mapping - Search
- 40.2 User Group - Service Request Mapping - Create
- 40.3 User Group - Service Request Mapping - Modify
- 40.4 FAQ
41 Alerts Templates
- 41.1 View Alert Template
- 41.2 Create Alert Template
- 41.3 Update Alert Template
- 41.4 Delete Alert Template
- 41.5 FAQ
42 Mailers
- 42.1 Mailers - Search and View
- 42.2 Mailers - Create
- 42.3 Mailers - Edit
- 42.4 Mailers - Delete
- 42.5 FAQ
43 Account Aggregation
- 43.1 External Bank Maintenance
44 Spend Category
- 44.1 Spend Category - Search
  - 44.1.1 Spend Category - View
- 44.2 Spend Category - Create
- 44.3 Spend Category - Edit
- 44.4 FAQ
45 Goal Category Maintenance
- 45.1 Goal Category - Search
  - 45.1.1 Goal Category - View
- 45.2 Goal Category - Create
- 45.3 Goal Category - Edit
- 45.4 FAQ
46 Manage Brand
- 46.1 Manage Brand - Create
- 46.2 Manage Brand - View
- 46.3 Manage Brand - Edit
- 46.4 Manage Brand - Delete
- 46.5 Brand Mapping
47 Dashboard Overview
- 47.1 Dashboard Overview– Summary
- 47.2 Dashboard Overview – View
- 47.3 Dashboard Overview – Create
- 47.4 Dashboard Overview – Design – Create Administrator Template
- 47.5 Dashboard Overview – Edit
- 47.6 Dashboard Overview – Clone
- 47.7 Dashboard Overview – Delete
- 47.8 Dashboard Mapping – Summary
  - 47.8.1 Create Mapping
  - 47.8.2 Delete Mapping
- 47.9 FAQ
48 Analytics Dashboard
- 48.1 FAQ
49 Relationship Maintenance
- 49.1 Relationship Mapping
  - 49.1.1 Relationship Mapping Maintenance - View
  - 49.1.2 Relationship Mapping Maintenance - Edit
- 49.2 Relationship Matrix
  - 49.2.1 Relationship Matrix Maintenance - View
  - 49.2.2 Relationship Matrix Maintenance - Edit
- 49.3 FAQ
50 Transaction Blackout
- 50.1 Transaction Blackout - Search
- 50.2 Transaction Blackout - Create
- 50.3 Transaction Blackout - Edit
- 50.4 Transaction Blackout - Delete
- 50.5 FAQ
51 Working Window
- 51.1 Transaction Working Window - Search
- 51.2 Transaction Working Window - Create
- 51.3 Transaction Working Window - Edit
- 51.4 Transaction Working Window - Delete
- 51.5 FAQ
52 Audit Log
- 52.1 Search Audit Details
- 52.2 FAQ
53 File Upload
- 53.1 File Identifier Maintenance
- 53.2 FAQ
- 53.3 User File Identifier Mapping
- 53.4 FAQ
- 53.5 File Upload – Bill Presentment
- 53.6 Uploaded Files Inquiry
- 53.7 FAQ
54 OAuth 2.0
- 54.1 Identity Domain Maintenance
- 54.2 Resource Server Maintenance
- 54.3 Client Maintenance
55 User Group Management
- 55.1 User Groups – Select User Type
- 55.2 User Groups – Admin User
- 55.3 User Groups – Retail & Business User
- 55.4 FAQ
56 Print Password
- 56.1 Print Password - Search
- 56.2 Print Password - Print
- 56.3 FAQ
57 User Alerts Subscription
- 57.1 User Alerts Subscription - Search
- 57.2 Subscribe/ Unsubscribe Alerts
- 57.3 FAQ
58 Group Corporate Alerts Subscription
- 58.1 Group Corporate Alerts Subscription - Search
- 58.2 Subscribe/ Unsubscribe Alerts
- 58.3 FAQ
59 Request Processing
- 59.1 Request Processing - Summary
- 59.2 Service Request Details (For Service Requests available out of the box)
  - 59.2.1 Approve or Reject Service Requests (For Service Requests available out of the box)
- 59.3 Service Request Details (Requests created using Service Request-Form Builder)
  - 59.3.1 Approve or Reject Service Requests (created using Service Request Form Builder)
60 Terms and Conditions Maintenance
- 60.1 Terms and Conditions - Search and View
  - 60.1.1 Terms and Conditions - View
- 60.2 Create Terms and Conditions
- 60.3 Edit Terms and Conditions
- 60.4 Copy Terms and Conditions
- 60.5 Delete Terms and Conditions
61 Reports
62 Report Generation
- 62.1 Adhoc Reports
- 62.2 Schedule Reports
  - 62.2.1 View Scheduled Reports
  - 62.2.2 Edit Schedule Reports
  - 62.2.3 Delete Schedule Reports
- 62.3 API Consumption Report
  - 62.3.1 API Consumption - Adhoc Report
  - 62.3.2 API Consumption - Schedule Reports
- 62.4 Biller Registration Report
  - 62.4.1 Biller Registration - Adhoc Report
  - 62.4.2 Biller Registration - Schedule Reports
- 62.5 Biller Reconciliation Report
  - 62.5.1 Biller Reconciliation - Adhoc Report
  - 62.5.2 Biller Reconciliation - Schedule Reports
- 62.6 Bill Payment Pay Later Report
  - 62.6.1 Bill Payment Pay Later - Adhoc Report
  - 62.6.2 Bill Payment Pay Later - Schedule Reports
- 62.7 Date Wise User Creation Report
  - 62.7.1 Date Wise User Creation - Adhoc Report
  - 62.7.2 Date Wise User Creation - Schedule Reports
- 62.8 EPI Payment Reconciliation Report
  - 62.8.1 EPI Payment Reconciliation - Adhoc Report
  - 62.8.2 EPI Payment Reconciliation – Schedule Report
- 62.9 FATCA & CRS Declaration Report
  - 62.9.1 FATCA & CRS Declaration - Adhoc Report
  - 62.9.2 FATCA & CRS Declaration - Schedule Reports
- 62.10 Approval Rule Report
  - 62.10.1 Approval Rule Report - Adhoc Reports
  - 62.10.2 Approval Rules - Schedule Reports
- 62.11 File Identifier wise Party User Mapping Report
  - 62.11.1 File Identifier wise Party User Mapping - Adhoc Report
  - 62.11.2 File Identifier wise Party User Mapping - Schedule Report
- 62.12 Party User wise File Identifiers Mapping Report
  - 62.12.1 Party User wise File Identifiers Mapping - Adhoc Report
  - 62.12.2 Party User wise File Identifiers Mapping - Schedule Reports
- 62.13 Party wise File Identifiers Mapping Report
  - 62.13.1 Party wise File Identifiers Mapping - Adhoc Report
  - 62.13.2 Party wise File Identifiers Mapping - Schedule Reports
- 62.14 Party wise Payee Maintenance Report
  - 62.14.1 Party wise Payee Maintenance - Adhoc Report
  - 62.14.2 Party wise Payee Maintenance - Schedule Reports
- 62.15 User Segment Summary Report
  - 62.15.1 User Segment Summary - Adhoc Report
  - 62.15.2 User Segment Summary - Schedule Reports
- 62.16 Wallets Creation for a Date Range Report
  - 62.16.1 Wallets Creation for a Date Range - Adhoc Report
  - 62.16.2 Wallets Creation for a Date Range - Schedule Report
- 62.17 Wallet KYC Report
  - 62.17.1 Wallets KYC - Adhoc Report
  - 62.17.2 Wallets KYC - Schedule Report
- 62.18 Wallets Transaction Activity Report
  - 62.18.1 Wallets Transaction Activity - Adhoc Report
  - 62.18.2 Wallets Transaction Activity - Schedule Report
- 62.19 Approval Rule Report
  - 62.19.1 Approval Rule Report - Adhoc Report
- 62.20 User List Report
  - 62.20.1 User List Report - Adhoc Report
- 62.21 User Entitlement Report
  - 62.21.1 User Entitlement Report- Adhoc Report
63 My Reports
- 63.1 My Reports - Adhoc
- 63.2 My Reports - Scheduled
- 63.3 FAQ
64 User Report Mapping
- 64.1 User Report Mapping – Select User Type
- 64.2 User Report Mapping - Administrator User
- 64.3 User Report Mapping – Retail and Business User
65 Message Maintenance
- 65.1 Message Maintenance - View
- 65.2 Message Maintenance - Edit
66 User Helpdesk
- 66.1 FAQ
67 Mailbox
- 67.1 Mails
- 67.2 Alerts
- 67.3 Notifications
- 67.4 FAQ
68 Security Settings
- 68.1 Set Security Question
  - 68.1.1 View Security Questions
  - 68.1.2 User Security Question - Edit
- 68.2 Change Password
- 68.3 FAQ
69 Profile
- 69.1 FAQ
70 Session Summary
71 Session Timeout
72 Forgot Password
73 Forgot Username
74 Manage DND Alerts
75 ATM & Branch Locator
- 75.1 FAQ
76 List of Topics
Index