Table of Contents
- Title and Copyright Information
- Preface
- 1 Dashboard
- 2 User Management
- 3 Party Preferences
- 4 Merchant Management
- 5 Electronic Bill Presentment and Payment
- 6 Limits Definition
- 7 Limit Package Management
- 8 User Limits
- 9 Transaction Group Maintenance
- 10 Party Account Access
- 11 User Account Access
- 12 Party Resource Access
- 13 User Resource Access
-
14
Approvals
- 14.1 Workflow Management
- 14.2 Approval Rules
- 14.3 FAQ
-
15
Group Corporate Onboarding
- 15.1 Group Corporate Onboarding – Search Corporate
- 15.2 Step 1: Group Corporate Profiling
- 15.3 Step 2: Party Account Access
- 15.4 Step 3: User Onboarding
- 15.5 Step 4: User Group Maintenance
- 15.6 Step 5: User Account Access
- 15.7 Step 6: Report Mapping
- 15.8 Step 7: Workflow Management
- 15.9 Step 8: Approval Rules
- 15.10 Send to Modify
- 15.11 FAQ
- 16 Party Migration
- 17 Origination Workflow Configuration
- 18 Product Maintenance
- 19 Analytics Dashboard
- 20 Quick Forms - Service Request
- 21 User Group - Service Request Mapping
- 22 Resource Bundle Maintenance
- 23 Network Purpose Code Mapping
- 24 Template Maintenance
- 25 Feedback
- 26 SMS Banking
- 27 System Rules
- 28 Timer Maintenance
- 29 First Time Login
- 30 Transaction Aspects
- 31 ATM / Branch Maintenance
- 32 Product Mapping
- 33 User Profile Maintenance
- 34 Payee Restriction Setup
- 35 Forex Deal Maintenance
- 36 Biller Category Maintenance
- 37 Touch Point Maintenance
- 38 Touch Point Group Maintenance
- 39 Role Maintenance
- 40 Entitlements
- 41 User Segment Maintenance
- 42 Authentication
- 43 Security Questions Maintenance
- 44 Password Policy Maintenance
- 45 Security Keys
- 46 User Group - Subject Mapping
- 47 Alerts Templates
- 48 Mailers
- 49 Account Aggregation
- 50 Spend Category
- 51 Goal Category Maintenance
- 52 Experience Builder
- 53 Dashboard Overview
- 54 Relationship Maintenance
- 55 Transaction Blackout
- 56 Working Window
- 57 Audit Log
-
58
File Upload
-
58.1
File Identifier Maintenance
- 58.1.1 File Identifier Maintenance – User Type Selection
- 58.1.2 File Identifier Maintenance - Administrator User – Summary
- 58.1.3 File Identifier Maintenance - Administrator User - Create
- 58.1.4 File Identifier Maintenance - Administrator User – Edit
- 58.1.5 File Identifier Maintenance - Corporate User – Search and View
- 58.1.6 File Identifier Maintenance - Corporate User - Create
- 58.1.7 File Identifier Maintenance - Corporate User – Edit
- 58.2 FAQ
-
58.3
User File Identifier Mapping
- 58.3.1 User File Identifier Mapping – User Type Selection
- 58.3.2 User File Identifier Mapping – Administrator - Search
- 58.3.3 User File Identifier Mapping – Administrator - Create
- 58.3.4 User File Identifier Mapping – Administrator - Edit
- 58.3.5 User File Identifier Mapping - Corporate User - Search
- 58.3.6 User File Identifier Mapping - Corporate User - Create
- 58.3.7 User File Identifier Mapping - Corporate User - Edit
- 58.4 FAQ
- 58.5 File Upload – Bill Presentment
- 58.6 Uploaded Files Inquiry
- 58.7 FAQ
-
58.1
File Identifier Maintenance
- 59 OAuth 2.0
- 60 User Group Management
- 61 Print Password
- 62 User Alerts Subscription
- 63 Group Corporate Alerts Subscription
- 64 Request Processing
- 65 Terms and Conditions Maintenance
- 66 Reports
-
67
Report Generation
- 67.1 Adhoc Reports
- 67.2 Schedule Reports
- 67.3 API Consumption Report
- 67.4 Biller Registration Report
- 67.5 Biller Reconciliation Report
- 67.6 Bill Payment Pay Later Report
- 67.7 Date Wise User Creation Report
- 67.8 EPI Payment Reconciliation Report
- 67.9 FATCA & CRS Declaration Report
- 67.10 Approval Rule Report
- 67.11 File Identifier wise Party User Mapping Report
- 67.12 Party User wise File Identifiers Mapping Report
- 67.13 Party wise File Identifiers Mapping Report
- 67.14 Party wise Payee Maintenance Report
- 67.15 User Segment Summary Report
- 67.16 Wallets Creation for a Date Range Report
- 67.17 Wallet KYC Report
- 67.18 Wallets Transaction Activity Report
- 67.19 Approval Rule Report
- 67.20 User List Report
- 67.21 User Entitlement Report
- 68 My Reports
- 69 User Report Mapping
- 70 Message Maintenance
- 71 User Helpdesk
- 72 Mailbox
- 73 Security Settings
- 74 Profile
- 75 Session Summary
- 76 Manage DND Alerts
- 77 Session Timeout
- 78 ATM & Branch Locator
- 79 Forgot Password
- 80 Forgot Username
- 81 Change Password
- 82 Change Username
- Events Data
- Index