Index

A

Account Aggregation 49
Add Currency Pairs 35.1
Add External Bank 49.1.2
Adhoc Reports 67.1
Admin Approval Rules – Create 14.2.2.3
Admin Approval Rules - Edit 14.2.2.4
Admin Approval Rules – Search 14.2.2.1
Admin Approval Rules – View 14.2.2.2
Administrative Approver Transactions 1.3
Administrative Maker Transactions 1.2
Admin Workflow Management – Create 14.1.2.3
Admin Workflow Management - Edit 14.1.2.4
Admin Workflow Management – Search 14.1.2.1
Alerts 72.2
Alerts Templates 47
All Transactions 25.3.3
Analytics Dashboard 19
API Consumption - Adhoc Report 67.3.1
API Consumption Report 67.3
API Consumption - Schedule Reports 67.3.2
API Key 45.2
Approval Rule – Create 15.9.4
Approval Rule Report 67.10
Approval Rule Report - Adhoc Report 67.19.1
Approval Rule Report - Adhoc Reports 67.10.1
Approval Rules 14.2
Approval Rules - Admin User 14.2.2
Approval Rules - Edit 15.9.3
Approval Rules - Retail & Business User 14.2.3
Approval Rules – Retail & Business User – Rule Summary 14.2.3.3
Approval Rules – Retail & Business User - Search 14.2.3.1
Approval Rules – Retail & Business User - View 14.2.3.4
Approval Rules - Schedule Reports 67.10.2
Approval Rules – Select User Type 14.2.1
Approval Rules – Summary 15.9.1
Approval Rules - View 15.9.2
Approvals 14
Approval Workflow - Admin User - Workflow Management 14.1.2
Approval Workflow - Retail & Business User - Workflow Management 14.1.3
Approval Workflow – Select User Type 14.1.1
Approve or Reject Service Requests (created using Service Request Form Builder) 64.3.1
Approve or Reject Service Requests (For Service Requests available out of the box) 64.2.1
ATM / Branch Maintenance 31
ATM/ Branch Maintenance - Add 31.2
ATM/ Branch Maintenance - Delete 31.4
ATM/ Branch Maintenance - Edit 31.3
ATM/ Branch Maintenance - Search 31.1
ATM & Branch Locator 78
Audit Log 57
Authentication 42
Authentication - Create 42.3
Authentication - Edit 42.2
Authentication - View 42.1

B

Biller Category Maintenance 36
Biller Category Maintenance - Add Category 36.2
Biller Category Maintenance - Delete 36.4
Biller Category Maintenance - Edit Category 36.3
Biller Category Maintenance - Summary 36.1
Biller Onboarding 5.1
Biller Onboarding - Create 5.1.2
Biller Onboarding - Delete 5.1.5
Biller Onboarding - Edit 5.1.4
Biller Onboarding - Search 5.1.1
Biller Onboarding - View 5.1.3
Biller Reconciliation - Adhoc Report 67.5.1
Biller Reconciliation Report 67.5
Biller Reconciliation - Schedule Reports 67.5.2
Biller Registration - Adhoc Report 67.4.1
Biller Registration Report 67.4
Biller Registration - Schedule Reports 67.4.2
Bill Payment Pay Later - Adhoc Report 67.6.1
Bill Payment Pay Later Report 67.6
Bill Payment Pay Later - Schedule Reports 67.6.2
Brand Mapping Search 52.2.1
Bundle Application 17.3

C

Change Password 73.2
Change Username 82
Client Maintenance 59.3
Client Maintenance – Create 59.3.3
Client Maintenance – Edit 59.3.2
Client Maintenance - Search 59.3.1
Comments 15.1.2
Copy and Create a new Request or Export the Request 20.3.1
Copy Terms and Conditions 65.4
Create Alert Template 47.2
Create Application Role 39.4
Create Mapping 52.2.2, 53.8.1
Create Terms and Conditions 65.2

D

Dashboard 1
Dashboard Mapping – Summary 53.8
Dashboard Overview 53
Dashboard Overview – Clone 53.6
Dashboard Overview – Create 53.3
Dashboard Overview – Delete 53.7
Dashboard Overview – Design – Create Administrator Template 53.4
Dashboard Overview – Edit 53.5
Dashboard Overview– Summary 53.1
Dashboard Overview – View 53.2
Date Wise User Creation - Adhoc Report 67.7.1
Date Wise User Creation Report 67.7
Date Wise User Creation - Schedule Reports 67.7.2
Deactivate/Activate Service Request 20.5
Delete Alert Template 47.4
Delete Application Role 39.3
Deleted Mail 72.1.4
Delete External Bank's Details 49.1.4
Delete Mapping 52.2.3, 53.8.2
Delete Schedule Reports 67.2.3
Delete Terms and Conditions 65.5

E

Edit Application Role 39.2
Edit Custom Workflow 17.2.1, 17.3.2
Edit Schedule Reports 67.2.2
Edit Templates 24.2
Edit Terms and Conditions 65.3
Electronic Bill Presentment and Payment 5
Entitlements 40
Entitlements - Edit 40.2
Entitlements - View 40.1
EPI Payment Reconciliation - Adhoc Report 67.8.1
EPI Payment Reconciliation Report 67.8
EPI Payment Reconciliation – Schedule Report 67.8.2
Events Data
Experience Builder 52, 52.1
Experience Builder - Create 52.1.1
External Bank Maintenance 49.1

F

FAQ 2.5, 3.5, 4.5, 6.4, 7.6, 8.3, 9.5, 14.1.4, 14.2.3.5, 15.11, 17.4, 18.4, 19.1, 20.6, 21.4, 25.2, 26.4, 27.1, 28.3, 29.1, 31.5, 32.4, 33.3, 34.4, 38.4, 39.5, 41.4, 42.4, 43.4, 44.5, 46.4, 47.5, 48.5, 50.4, 51.4, 53.9, 54.3, 55.5, 56.5, 57.2, 58.2, 58.4, 58.7, 60.4, 61.3, 62.3, 63.3, 68.3, 71.1, 72.4, 73.3, 74.1
FATCA & CRS Declaration - Adhoc Report 67.9.1
FATCA & CRS Declaration Report 67.9
FATCA & CRS Declaration - Schedule Reports 67.9.2
Feedback 25
Feedback Analytics 25.3
Feedback Template Maintenance 25.1
Feedback Template Maintenance - Create 25.1.3
Feedback Template Maintenance - Edit 25.1.2
Feedback Template Maintenance - Search 25.1.1
File Identifier Maintenance 58.1
File Identifier Maintenance - Administrator User - Create 58.1.3
File Identifier Maintenance - Administrator User – Edit 58.1.4
File Identifier Maintenance - Administrator User – Summary 58.1.2
File Identifier Maintenance - Corporate User - Create 58.1.6
File Identifier Maintenance - Corporate User – Edit 58.1.7
File Identifier Maintenance - Corporate User – Search and View 58.1.5
File Identifier Maintenance – User Type Selection 58.1.1
File Identifier wise Party User Mapping - Adhoc Report 67.11.1
File Identifier wise Party User Mapping Report 67.11
File Identifier wise Party User Mapping - Schedule Report 67.11.2
File Upload 58
File Upload – Bill Presentment 58.5
First Time Login 29
Forex Deal Maintenance 35
Forgot Password 79, 81
Forgot Username 80

G

General Feedback 25.3.4
Goal Category - Create 51.2
Goal Category - Edit 51.3
Goal Category Maintenance 51
Goal Category - Search 51.1
Goal Category - View 51.1.1
Group Corporate Alerts Subscription 63
Group Corporate Alerts Subscription - Search 63.1
Group Corporate Onboarding 15
Group Corporate Onboarding – Search Corporate 15.1
Group Corporate Profiling - Create 15.2.1
Group Corporate Profiling - Edit 15.2.3
Group Corporate Profiling - View 15.2.2

I

Identity Domain Maintenance 59.1
Identity Domain Maintenance – Create 59.1.3
Identity Domain Maintenance – Edit 59.1.2
Identity Domain Maintenance - Search 59.1.1
Inbox 72.1.1
Individual Transactions 25.3.2

J

JWT Encryption Key 45.3

L

Limit Package Management 7
Limit Package Management - Clone 7.4
Limit Package Management - Create 7.2
Limit Package Management - Delete 7.5
Limit Package Management - Edit 7.3
Limit Package Management - View 7.1
Limits Definition 6
Limits Definition - Create 6.2
Limits Definition - Delete Limit 6.3
Limits Definition - View 6.1

M

Mailbox 72
Mailers 48
Mailers - Create 48.2
Mailers - Delete 48.4
Mailers - Edit 48.3
Mailers - Search and View 48.1
Mails 72.1
Manage Brand - Delete 52.1.4
Manage Brand - Edit 52.1.3
Manage Brand - View 52.1.2
Manage DND Alerts 76
Mapping 52.2
Merchant Management 4
Merchant Management – Collect Funds 4.3
Merchant Management – Collect Funds – Create Merchant 4.3.2
Merchant Management – Collect Funds – Edit 4.3.3
Merchant Management – Collect Funds – View 4.3.1
Merchant Management - Delete 4.4
Merchant Management – Funds Out 4.2
Merchant Management – Funds Out – Create Merchant 4.2.2
Merchant Management – Funds Out – Edit 4.2.3
Merchant Management – Funds Out – View 4.2.1
Merchant Management – Search 4.1
Message Maintenance 70
Message Maintenance - Edit 70.2
Message Maintenance - View 70.1
Missed Call Banking - Edit 26.3
Missed Call Banking - Search 26.2
My Reports 68
My Reports - Adhoc 68.1
My Reports - Scheduled 68.2

N

Network Purpose Code Mapping 23
Notifications 72.3

O

OAuth 2.0 59
Origination Workflow Configuration 17

P

Party Account Access 10
Party Account Access – Create 15.3.1
Party Account Access - Delete 10.4
Party Account Access- Delete 15.3.4
Party Account Access - Edit 10.3
Party Account Access- Edit 15.3.3
Party Account Access - Mapping (Create) 10.1
Party Account Access - View 15.3.2
Party Account Access- View 10.2
Party Migration 16
Party Preferences 3
Party Preferences - Create 3.2
Party Preferences - Edit 3.4
Party Preferences- Search 3.1
Party Preferences - View 3.3
Party Resource Access 12
Party Resource Access - Delete 12.4
Party Resource Access - Edit 12.3
Party Resource Access - Mapping (Create) 12.1
Party Resource Access- View 12.2
Party User wise File Identifiers Mapping - Adhoc Report 67.12.1
Party User wise File Identifiers Mapping Report 67.12
Party User wise File Identifiers Mapping - Schedule Reports 67.12.2
Party wise File Identifiers Mapping - Adhoc Report 67.13.1
Party wise File Identifiers Mapping Report 67.13
Party wise File Identifiers Mapping - Schedule Reports 67.13.2
Party wise Payee Maintenance - Adhoc Report 67.14.1
Party wise Payee Maintenance Report 67.14
Party wise Payee Maintenance - Schedule Reports 67.14.2
Password Encryption and Decryption with Public and Private Key Pairs 45.1
Password Policy Maintenance 44
Password Policy Maintenance - Create 44.3
Password Policy Maintenance - Edit 44.4
Password Policy Maintenance - Search 44.1
Password Policy Maintenance - View 44.2
Payee Restriction Setup 34
Payee Restriction Setup - Create 34.3
Payee Restriction Setup - Edit 34.2
Payee Restriction Setup - View 34.1
Print Password 61
Print Password - Print 61.2
Print Password - Search 61.1
Product Maintenance 18
Product Maintenance - Create 18.3
Product Maintenance - Edit 18.2
Product Maintenance - View 18.1
Product Mapping 32
Product Mapping - Create 32.3
Product Mapping - Edit 32.2
Product Mapping - View 32.1
Profile 74

Q

Quick Form Definition - Search and View 20.2
Quick Forms Definition - Summary 20.1
Quick Forms - Service Request 20
Quick Forms - Service Request - Create 20.3
Quick Forms - Service Request – Edit 20.4

R

Ready to Submit 15.1.3
Relationship Maintenance 54
Relationship Mapping 54.1
Relationship Mapping Maintenance - Edit 54.1.2
Relationship Mapping Maintenance - View 54.1.1
Relationship Matrix 54.2
Relationship Matrix Maintenance - Edit 54.2.2
Relationship Matrix Maintenance - View 54.2.1
Report Generation 67
Reports 66
Request Processing 64
Request Processing - Summary 64.1
Reset Password 2.4
Resource Bundle Maintenance 22
Resource Bundle Maintenance - Edit 22.2
Resource Bundle Maintenance - Search & View 22.1
Resource Server Maintenance 59.2
Resource Server Maintenance – Create 59.2.3
Resource Server Maintenance – Edit 59.2.2
Resource Server Maintenance - Search 59.2.1
Retail & Business Approval Rules – Create 14.2.3.2
Retail & Business Workflow Management - Edit 14.1.3.4
Retail & Business Workflow Management – Summary 14.1.3.1
Retail & Business Workflow Management – View 14.1.3.2
Role Maintenance 39

S

Schedule Reports 67.2
Search & View Application Role 39.1
Search and View External Bank's Details 49.1.1
Search Audit Details 57.1
Security Keys 45
Security Questions Maintenance 43
Security Questions Maintenance - Create 43.3
Security Questions Maintenance - Edit 43.2
Security Settings 73
Send to Modify 15.10
Sent Mail 72.1.2
Sent Mail - Details 72.1.3
Service Request Details (For Service Requests available out of the box) 64.2
Service Request Details (Requests created using Service Request-Form Builder) 64.3
Session Summary 75
Session Timeout 77
Set Security Question 73.1
Single Product Application 17.2
SMS Banking 26
SMS Banking - Edit 26.1
Spend Category 50
Spend Category - Create 50.2
Spend Category - Edit 50.3
Spend Category - Search 50.1
Spend Category - View 50.1.1
Step 1: Group Corporate Profiling 15.2
Step 2: Party Account Access 15.3
Step 3: User Onboarding 15.4
Step 4: User Group Maintenance 15.5
Step 5: User Account Access 15.6
Step 6: Report Mapping 15.7
Step 7: Workflow Management 15.8
Step 8: Approval Rules 15.9
Subscribe/ Unsubscribe Alerts 62.2, 63.2
System Administrative Transactions 1.1
System Rules 27

T

Template Maintenance 24
Terms and Conditions Maintenance 65
Terms and Conditions - Search and View 65.1
Terms and Conditions - View 65.1.1
Timer Maintenance 28
Top Three and Bottom Three Transactions 25.3.1
Touch Point Group Maintenance 38
Touch Point Group Maintenance - Create 38.3
Touch Point Group Maintenance - Edit 38.2
Touch Point Group Maintenance - View 38.1
Touch Point Maintenance 37
Touch Point Maintenance - Create 37.3
Touch Point Maintenance - Edit 37.2
Touch Point Maintenance - View 37.1
Transaction Aspects 30
Transaction Blackout 55
Transaction Blackout - Create 55.2
Transaction Blackout - Delete 55.4
Transaction Blackout - Edit 55.3
Transaction Blackout - Search 55.1
Transaction Group Maintenance 9
Transaction Group Maintenance - Create 9.2
Transaction Group Maintenance - Delete 9.4
Transaction Group Maintenance - Edit 9.3
Transaction Group Maintenance - View 9.1
Transaction Working Window - Create 56.2
Transaction Working Window - Delete 56.4
Transaction Working Window - Edit 56.3
Transaction Working Window - Search 56.1

U

Update Alert Template 47.3
Update External Bank's Details 49.1.3
Update Forex Deal 35.2
Update Timer 28.2
Update Transaction Aspects 30.2
Uploaded File Inquiry – Default View 58.6.1
Uploaded File Inquiry – File Details – Bill Presentment 58.6.3
Uploaded File Inquiry – Search Filters 58.6.2
Uploaded Files Inquiry 58.6
User Account Access 11
User Account Access – Create 15.6.1
User Account Access - Delete 11.4
User Account Access – Delete 15.6.4
User Account Access - Edit 11.3
User Account Access – Edit 15.6.3
User Account Access - Mapping (Create) 11.1
User Account Access – View 15.6.2
User Account Access- View 11.2
User Alerts Subscription 62
User Alerts Subscription - Search 62.1
User Entitlement Report 67.21
User Entitlement Report- Adhoc Report 67.21.1
User File Identifier Mapping 58.3
User File Identifier Mapping – Administrator - Create 58.3.3
User File Identifier Mapping – Administrator - Edit 58.3.4
User File Identifier Mapping – Administrator - Search 58.3.2
User File Identifier Mapping - Corporate User - Create 58.3.6
User File Identifier Mapping - Corporate User - Edit 58.3.7
User File Identifier Mapping - Corporate User - Search 58.3.5
User File Identifier Mapping – User Type Selection 58.3.1
User Group Management 60
User Groups – Admin User 60.2
User Groups - Admin User – Create 60.2.1
User Groups - Admin User – Edit Group 60.2.3
User Groups - Admin User – Search Summary 60.2.2
User Groups – Create 15.5.1
User Groups – Edit 15.5.3
User Group - Service Request Mapping 21
User Group - Service Request Mapping - Create 21.2
User Group - Service Request Mapping - Modify 21.3
User Group - Service Request Mapping - Search 21.1
User Groups – Retail & Business User 60.3
User Groups - Retail & Business User – Create 60.3.2
User Groups - Retail & Business User – Edit Group 60.3.3
User Groups - Retail & Business User – Group Summary 60.3.4
User Groups - Retail & Business User – Search Party 60.3.1
User Groups – Select User Type 60.1
User Groups – Summary & View 15.5.2
User Group - Subject Mapping 46
User Group - Subject Mapping - Create 46.2
User Group - Subject Mapping - Modify 46.3
User Group - Subject Mapping - Search 46.1
User Helpdesk 71
User Limits 8
User Limits - Edit 8.2
User Limits - View 8.1
User List Report 67.20
User List Report - Adhoc Report 67.20.1
User Management 2
User Management - Create 2.1, 15.4.3
User Management - Edit 2.3, 15.4.2
User Management - Search and View 2.2, 15.4.1
User Profile - Edit 33.2
User Profile Maintenance 33
User Profile - View 33.1
User Report Mapping 69
User Report Mapping - Administrator User 69.2
User Report Mapping - Create 15.7.2, 69.2.1, 69.3.2
User Report Mapping - Edit 15.7.3, 69.2.3, 69.3.3
User Report Mapping – Retail and Business User 69.3
User Report Mapping - Search 69.2.2, 69.3.1
User Report Mapping – Search & View 15.7.1
User Report Mapping – Select User Type 69.1
User Resource Access 13
User Resource Access - Delete 13.4
User Resource Access - Edit 13.3
User Resource Access - Mapping (Create) 13.1
User Resource Access- Search 13.2
User Security Question - Edit 73.1.2
User Segment Maintenance 41
User Segment Maintenance - Create 41.3
User Segment Maintenance - Edit 41.2
User Segment Maintenance - Search 41.1
User Segment Summary - Adhoc Report 67.15.1
User Segment Summary Report 67.15
User Segment Summary - Schedule Reports 67.15.2

V

View Alert Template 47.1
View Bundled Application Workflows 17.3.1
View Linked Parties under Group Corporate 15.1.1
View Scheduled Reports 67.2.1
View Security Questions 43.1, 73.1.1
View Templates 24.1
View Timer 28.1
View Transaction Aspects 30.1
View Workflow for a Single Product Application 17.1

W

Wallet KYC Report 67.17
Wallets Creation for a Date Range - Adhoc Report 67.16.1
Wallets Creation for a Date Range Report 67.16
Wallets Creation for a Date Range - Schedule Report 67.16.2
Wallets KYC - Adhoc Report 67.17.1
Wallets KYC - Schedule Report 67.17.2
Wallets Transaction Activity - Adhoc Report 67.18.1
Wallets Transaction Activity Report 67.18
Wallets Transaction Activity - Schedule Report 67.18.2
Workflow Management 14.1
Workflow Management – Create 14.1.3.3, 15.8.3
Workflow Management - Edit 15.8.4
Workflow Management – Summary 15.8.1
Workflow Management – View 14.1.2.2, 15.8.2
Working Window 56