Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Conventions
  • Related Documents
  • Acronyms and Abbreviations
  • Screenshot Disclaimer
  • Basic Actions
  • Symbols and Icons
  • Module- Prerequisite
• 1 Operations
  • 1.1 Dashboard
    • 1.1.1 Servicing Tasks
    • 1.1.2 Bulletin Board
    • 1.1.3 My Diary
    • 1.1.4 My Pending Tasks
  • 1.2 Account Creation
  • 1.3 Servicing Charge
  • 1.4 Customer Information
  • 1.5 Account View
    • 1.5.1 Account 360
      • 1.5.1.1 Account Balance
      • 1.5.1.2 Account Information
      • 1.5.1.3 Account Holder Details
      • 1.5.1.4 Account Address and Account Preferences
      • 1.5.1.5 Account Statement Details
      • 1.5.1.6 Suggested Actions
      • 1.5.1.7 Alerts
      • 1.5.1.8 Courtesy Pay
      • 1.5.1.9 Recent Transactions
      • 1.5.1.10 Interest Details
      • 1.5.1.11 Frequent Actions
  • 1.6 Maintenance
    • 1.6.1 Account Address Update
    • 1.6.2 Joint Holder Maintenance
      • 1.6.2.1 Maintain Joint Holder Details
    • 1.6.3 Beneficiary Details Update
      • 1.6.3.1 Add Beneficiary
      • 1.6.3.2 View Beneficiary Details
      • 1.6.3.3 Edit Beneficiary Details
    • 1.6.4 Account Preferences
    • 1.6.5 Account Closure
    • 1.6.6 Customer Relationship Maintenance
  • 1.7 Statement
    • 1.7.1 Account Statement Frequency
    • 1.7.2 Consolidated Adhoc Statement
    • 1.7.3 Masking of Account Number in Statements
  • 1.8 Status Update
    • 1.8.1 Activate Inactive/Dormant Account
    • 1.8.2 Inactive and Dormancy Processing in Oracle Banking Retail Accounts
    • 1.8.3 Account Status Change
  • 1.9 Limits
    • 1.9.1 Courtesy Pay Maintenance
    • 1.9.2 Courtesy Pay Processing in Oracle Banking Retail Accounts
  • 1.10 Amount Block
    • 1.10.1 Account Garnishment
    • 1.10.2 Account Garnishment Processing in Oracle Banking Retail Accounts
  • 1.11 Cheque Book
    • 1.11.1 Check Book Order
    • 1.11.2 Check Book Status
    • 1.11.3 Stop Check Request
    • 1.11.4 Stop Check Request Processing in Oracle Banking Retail Accounts
    • 1.11.5 View and Modify Stop Check Payment
      • 1.11.5.1 View Stop Check Payment
      • 1.11.5.2 Modify Stop Check Payment
      • 1.11.5.3 Close Stop Check Payment
    • 1.11.6 External Check Book Processing in Oracle Banking Retail Accounts
  • 1.12 Inquiry
    • 1.12.1 Account Transactions
    • 1.12.2 Regulation-D Transaction Inquiry
    • 1.12.3 Account Closure Inquiry
    • 1.12.4 Account Balance Inquiry
    • 1.12.5 Online Account Sweep History
  • 1.13 Standing Instructions
    • 1.13.1 Online Account Sweep In
  • 1.14 Access Restriction
  • 1.15 Staff Restrictions
• A Functional Activity Codes
• Index