Preface
Purpose
This guide provides an overview of how to configure the business product configuration, business process, and related workflows for servicing customer account transactions, term deposit transactions, and loan transactions.
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Before You Begin
Refer to the Getting Started User Guide for information on common functionalities like login, navigation, and general settings. Reviewing that guide is advisable before proceeding with this document.
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Audience
This guide is intended for back-office and front-end staff who set up and use Oracle Banking Branch.
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Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support
Oracle customer access to and use of Oracle support services will be pursuant to the terms and conditions specified in their Oracle order for the applicable services.
Parent topic: Preface
Critical Patches
Oracle advises customers to get all their security vulnerability information from the Oracle Critical Patch Update Advisory, which is available at Critical Patches, Security Alerts and Bulletins Critical Patches, Security Alerts and Bulletins. All critical patches should be applied in a timely manner to ensure effective security, as strongly recommended by Oracle Software Security Assurance Oracle Software Security Assurance.
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Diversity and Inclusion
Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increases thought leadership and innovation. As part of our initiative to build a more inclusive culture that positively impacts our employees, customers, and partners, we are working to remove insensitive terms from our products and documentation. We are also mindful of the necessity to maintain compatibility with our customers' existing technologies and the need to ensure continuity of service as Oracle's offerings and industry standards evolve. Because of these technical constraints, our effort to remove insensitive terms is ongoing and will take time and external cooperation.
Parent topic: Preface
Conventions
The following text conventions are used in this document:
| Convention | Meaning |
|---|---|
|
boldface |
Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. |
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italic |
Italic type indicates book titles, emphasis, or placeholder variables for which user supply particular values. |
|
|
Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that user enter. |
Parent topic: Preface
Related Resources
- Getting Started User Guide
- Teller User Guide
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Acronyms and Abbreviations
The list of the acronyms and abbreviations used in this guide are as follows:
Table -1 List of Acronyms and Abbreviations
| Abbreviation | Description |
|---|---|
| CASA | Current Account Savings Account |
| GL | General Ledger |
| TD | Term Deposits |
| RD | Retail Deposits |
Parent topic: Preface
Screenshot Disclaimer
Personal information used in the interface or documents is dummy and does not exist in the real world. It is only for reference purposes.
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Basic Actions
Most of the screens contain buttons to perform all or few of the basic actions.
Table -2 Basic Actions and Descriptions
| Action | Description |
|---|---|
|
Back |
In case you missed to specify or need to modify the details in the previous segment, click Back to navigate to the previous segment. |
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Cancel |
Click Cancel to cancel the operation input midway without saving any data. You will be alerted that the input data would be lost before confirming the cancellation. |
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Next |
On completion of input of all parameters, click Next to navigate to the next segment. |
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Save |
On completion of input of all parameters, click Save to save the details. |
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Save & Close |
Click Save & Close to save the data captured. The saved data will be available in View Business Product with In Progress status. You can work on it later by picking it from the View Business Product. |
Parent topic: Preface
Icons
The lists of symbols, buttons and shortcut key that are used in the application to perform various tasks are covered in this topic.
Table -3 Symbols and Icons
| Symbols and Icons | Description |
|---|---|
 |
Click to refresh details in a screen. |
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Click to minimize a screen. |
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Click to maximize a screen. |
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Click to close a screen. |
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Click to navigate to first page. |
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Click to navigate to next page. |
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Click to navigate to previous page. |
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Click to navigate to last page. |
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Click to perform a search. |
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Click to edit a record. |
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Click to delete a record. |
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Click to save the details specified in a row. |
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Click to select a date, month and year from a calendar. |
| OK | Click to confirm the details specified. |
| Back | Click to navigate to the previous tab. |
| Next | Click to navigate to the next tab. |
| Save and Close | Click to save the details specified and exist from the screen. The task appears in my pending task, from where you can take the task ahead on your next login. |
| Cancel | Click to cancel the action performed and exist the screen. |
| Submit | Click to submit the transaction for approval. |
| Audit | Click to view the audit details of a particular screen. |
| Remarks | Click to add or view remarks related to a screen. |
Parent topic: Preface
Module Post-Requisites
After finishing all the requirements, please log out from the Home screen.
Parent topic: Preface