1.2.1 Enhancements in Account Services

Oracle Banking Branch initiates the request and handoff to FLEXCUBE Universal Banking for further verification and processing.

The following screen is added as a part of CASA Services in this release:

Table 1-1 Enhancements in Account Services

S.No Topic Description
1 Stop Cheque Payment This screen has been enhanced to include an Effective Date and an Expiry Date. Using these date fields users can decide when a stop cheque-payment instruction should start and expire respectively.
2 Account Preferences This screen has been introduced to allow the bank user to view and modify account preferences such as ATM facility, Cheque Book Facility, banking channels, etc., based on the Account holder’s request.
3 Account Transaction This screen has been enhanced to display the Audit details for a particular transaction as well as transaction details such as transaction branch, account branch and name, opposite leg of the transaction, LCY, FCY and exchange rate of the transaction.
4 Servicing Charges Online service charges configuration has been enabled for Account Address Update, Activate Dormant Account, Cheque Book Request, Cheque Book Status, and Stop Cheque Payment screens.
5 Enhancement to existing screens The enhancements are as follows:
  • Activate Dormant Account: Dormant Since and Activate Account fields are hidden when the account status is Active. They are displayed only when the account status is Inactive.
  • Account Documents Update: UI enhancements made to improve the usability and look and feel of the screen.
  • View and Modify Scheduled Transfer: Screen enhanced to support creation of a new standing instruction from the View and Modify screen.
  • Sweep Into /Sweep Out from Account: Screen enhanced to support creation of frequency based sweep-in and sweep-out instruction from the existing daily sweep execution.
  • Account 360: Widgets have been made configurable so that users can use drag and drop feature to reconfigure.
  • Nominee Update: New fields have been added this screen to enable comprehensive data capture of nominee details, relationship type, defaulting of communication address, and contact details when Customer ID is chosen to update Guardian details.
  • Adhoc Account Statement: This screen has been enhanced to allow user to select different periods for statement generation. Statement period has been enhanced to include the current month transactions as well.
  • Joint Holder: This screen has been enhanced to display the Primary Account holder’s customer number and name. Additional UI changes have been made to improve usability.