12 OBRH Configuration

This topic provides information on OBRH Configuration.

During Bank Implementation, it is assumed that OBRH is installed and configured as part of OBO installation. For OBDX and mid Office OBO integration using OBRH, the following configurations need to be done.

  1. Carry out all the steps mentioned under the OBRH Integration Configuration section in the OBRH Configuration document. The service provider for mid-office product OBO end-points configured in OBRH is “OBO”.
  2. After all the steps mentioned above are completed, the user will need to execute some scripts for the host APIs that are to be consumed via OBRH. These are the scripts to pick the third party adapter implementation instead of the host specific implementations as well as to call the OBRH endpoint for the configured interfaces. The scripts are available at the following location:

    /Installables/db/OFLO/DIGX_FW_CONFIG_ALL_O.sql

    Note:

    ‘%ENTITY_ID%’ should be replaced with the entity identifier (For Example if the entity during implementation is OBDX_BU then ‘%ENTITY_ID%’ should be replaced by ‘OBDX_BU’).
  3. The list of Interface name that integrated with OBDX-Origination using OBRH as follows:

    For more information on fields, refer to the field description table.

    Table 12-1 The list of Interface name that are integrated with OBDX-Origination using OBRH

    Interface ID OBDX Screen Description
    READ_PARTY_ADDITIONAL_DETAILS Internal Call – no screen This service is used to define the sections to be displayed in the application form of an existing customer.

    OR_APPLICATIONOFFER_READ

    		 Application tracker details This service is used to fetch and display the offer letter in the application tracker.

    OR_APPLICATIONOFFER_CREATE

    		 Application tracker details This service is called to accept or reject the offer.

    APPLICATION_DELETE

    		 Delete Application on tracker page This service is used to delete an application form from the application tracker.

    APPLICATION_TRACKER

    		 Application Mobile Tracker This service is used to display the applications, mapped to a specific mobile number, in the application tracker.

    OR_CLARIFICATION_LIST

    		 Application tracker details This service is called to invoke the to and fro communications in the application tracker.

    OR_CLARIFICATION_UPDATE

    		 Application tracker details This service is called to update the to and fro communications in the application tracker.

    EXTRACT_TEXT_BASE64

    		 Document upload screen Regarding the OCR document, extract information from the document.

    NI_NATIONALIDVERIFICATION_VALIDATE

    		 National ID validation This service is used to validate the national ID number that has been entered.

    NI_NATIONALIDVERIFICATION_INITIATE

    		 National ID verification screen This service is used to initiate the National ID verification process.

    CREATE_APPLICATION

    		 After verifying mobile number This service is used to request the creation of an application in OBO.

    ORG_PRODUCT_LIST_CREDITCARDH1

    		 Selection of Credit card from products This service is used to fetch and display the list of Credit Card products from OBO.

    ORG_PRODUCT_LIST_TERMDEPOSITH1

    		 Selection of Term Deposit from products This service is used to fetch and display the list of Term Deposit products from OBO.

    ORG_PRODUCT_LIST_CHECKINGH1

    		 Selection of Checking Account from products This service is used to fetch and display the list of Checking Account products from OBO.

    ORG_PRODUCT_LIST_SAVINGSH1

    		 Selection of Saving Account from products This service is used to fetch and display the list of Savings Account products from OBO.

    ORG_PRODUCT_LIST_AUTOLOANH1

    		 Selection of Auto Loan from products This service is used to fetch and display the list of Auto Loan products from OBO.

    ORG_PRODUCT_LIST_HOMELOANH1

    		 Selection of Home Loan from products This service is used to fetch and display the list of Home Loan products from OBO.

    ORG_PRODUCT_LIST_EDUCATIONLOANH1

    		 Selection of Education Loan from products This service is used to fetch and display the list of Education Loan products from OBO.

    ORG_PRODUCT_LIST_PERSONALLOANH1

    		 Selection of Personal Loan from products This service is used to fetch and display the list of Personal Loan products from OBO.

    ORG_PRODUCT_LIST_WALLETH1

    		 Selection of Wallet from products This service is used to fetch and display the list of Wallet products from OBO.
    ENUMERATION_LIST_GETSERVICEBRANCH Personal Information screen This service is used to fetch and display values under the Service Branch LOV, applicable for U.S. Military Service Members.
    ENUMERATION_LIST_FETCHINSIDERPROFILEROLE Personal Information Screen This service is used to fetch and display the values under the Role LOV, that is valid for the applicant or if the applicant is related to an insider of the bank.
    CITY_LIST Personal Information Screen This service is used to fetch and display the values under the City LOV which is part of the address list of fields.
    READ_APPLICATION On each segment / step This service is used to fetch the details defined in the application that was initiated in OBO, so that the same can be displayed in the application tracker.
    UPDATE_APPLICATION On each segment / step This service is invoked after each step in the OBDX application form to update the application in OBO.
    ORG_PRODUCT_LIST_CAPITALLOANH1 Selection of Working Capital Loan from business products This service is used to fetch and display the list of Working Capital Loan Business products from OBO.
    ORG_PRODUCT_LIST_TERMLOANH1 Selection of Term Loan from business products This service is used to fetch and display the list of Term Loan Business products from OBO.
    OR_CASA_OFFER_CREATE Application tracker details This service is used to accept or reject the CASA overdraft offer.
    CASA_OFFER_DETAILS Application tracker details This service is used to fetch and display the CASA overdraft offer in the application tracker.
    CONTENT_CREATE_ORIGINATION Upload Document Section This service is used to upload documents to OBO.
    CONTENT_DELETE_ORIGINATION View Document Section Delete Uploaded Documents from OBO
    CONTENT_LIST_ORIGINATION List Uploaded Documents This service is used to fetch and display the list of the applicant’s documents, from OBO.
    CONTENT_READ_ORIGINATION Read Document This service is used to view the applicant’s documents.
    ADDRESS_MAINTENANCE After application initiated To identify if Address is Communication / Residence from OBPY as Default
    BUSINESS_OVERRIDES After application submit This service is used to accept all business rules / segment skipped during the application, in OBO.
    READ_PARTY_FROM_CIFID_SERVICE_MEMBER Personal Information Screen This service is used to read service member details from the CIF id entered.
    READ_PARTY_FROM_CIFID_STAKEHOLDER Stakeholder Information Screen This service is used to read stakeholder details from the CIF id entered.
    OR_QUESTIONNAIRE Account Specification Screen This service is used to fetch and display the questionnaire applicable for a CASA application, from OBO.
    OR_QUESTIONNAIRE_CONSENT Terms of Service Screen This service is used to fetch questionnaire consents for the product application, from OBO
    ENUMERATION_LIST_FETCHBUSINESSPROPERTYTYPES Collateral screen This service is used to fetch the values to be displayed under the Property Type LOV, in case the collateral being added is of type 'Property’.
    ENUMERATION_LIST_FETCHCITIZENSHIPBY Business Details screen List of Citizen Ship By
    ENUMERATION_LIST_FETCHCOUNTRYOFREGISTRATION Business Details screen This service is used to fetch the values to be displayed under the Country of Registration LOV.
    ENUMERATION_LIST_FETCHEMPLOYERNAME Employment Information Screen This service is used to fetch the values to be displayed under the Company/Employer Name LOV.
    ENUMERATION_LIST_FETCHEMPLOYMENTCATEGORY Employment Information Screen This service is used to fetch the values to be displayed under the Occupation field.
    ENUMERATION_LIST_FETCHEMPLOYMENTSTATUS Employment Information Screen This service is used to fetch the values to be displayed under the Employment Status LOV.
    ENUMERATION_LIST_FETCHORGANIZATIONCATEGORY Employment Information Screen This service is used to fetch the values to be displayed under the Organization Category LOV.
    ENUMERATION_LIST_FETCHPREFERREDCURRENCY Account Specification This service is used to fetch the values to be displayed under the Preferred Currency LOV.
    ENUMERATION_LIST_FETCHSUFFIX Personal Information Screen This service is used to fetch the values to be displayed under the Suffix LOV.
    ENUMERATION_LIST_GETFINANCIALEXPENSE Financial Information screen This service is used to fetch the values to be displayed under the Expense Type LOV.
    ENUMERATION_LIST_GETFINANCIALINCOME Financial Information screen This service is used to fetch the values to be displayed under the Income Mode LOV.
    ENUMERATION_LIST_FINANCIALASSETSTYPES Financial Information screen List of Financial Asset Types
    ENUMERATION_LIST_GETFINANCIALLIABILITY Financial Information screen This service is used to fetch the values to be displayed under the Liability Type LOV.
    ENUMERATION_LIST_GETGENDER Personal Information screen This service is used to fetch the values to be displayed under the Gender LOV.
    ENUMERATION_LIST_GETMARITALSTATUS Personal Information screen This service is used to fetch the values to be displayed under the Marital Status LOV.
    ENUMERATION_LIST_GETNOMINEERELATIONS Nomination information screen This service is used to fetch the values to be displayed under the Relationship with Application LOV under the Nominee/Beneficiary Information section.
    OR_CREATE_DOCUMENT Personal Information screen This service is used to create documents in the application form.
    OR_LIST_DOCUMENTS

    Personal Information screen

    Application Tracker

    		 This service is used to fetch the list of documents uploaded by the applicant.
    VERIFY_DEDUPE Personal Information screen This service is used to perform duplicate check of the applicants in case of joint applications.
    OR_VALIDATE Personal / Nominee / Guardian / Stake holder Information screen

    Check whether the applicant is a minor or an adult.

    Check for women-specific products (applicable only in the US).

    OR_ORACLE_KYC Terms and Condition screen This service is used to send the ID documents to the mid office for KYC, once the application is submitted.
    ENUMERATION_LIST_FETCHCUSTOMERCATEGORY SMB Business Information page This service is used to define the customer category.
    READ_PARTY_FROM_CIFID_INSIDER Personal Information screen (US)

    Read party details for cif/party id

    This service is used to verify details of the Insider from the CIF ID defined, in case the applicant is related to an insider of the bank.

    ENUMERATION_LIST_FETCHVEHICLETYPES Collateral This service is used to fetch and the values under the Type of Vehicle LOV, applicable if the collateral type selected is Vehicle.
    ENUMERATION_LIST_FETCHPROFESSIONS Employment Information screen This service is used to fetch and display the values under the Profession LOV, applicable in case the Employment Type (Occupation in OBDX) is Self Employed.
    ENUMERATION_LIST_GETEMPLOYMENTTYPE Employment Information screen This service is used to fetch and display the values under the Employment Type (Occupation in OBDX) LOV.
    ENUMERATION_LIST_GETEXPENSEFREQUENCY Financial lnformation/Profile This service is used to fetch the supported frequency for an expense.
    ENUMERATION_LIST_GETINCOMEFREQUENCY Financial lnformation/Profile This service is used to fetch the supported frequency for an income.
    ENUMERATION_LIST_GETLIABILITYFREQUENCY Financial lnformation/Profile This service is used to fetch the supported frequency for a liability.
    ENUMERATION_LIST_FETCHORGANIZATIONOPERATIONS Employment Information This service is used to fetch and display the values supported as Organization Operations (Demographics in OBO).
    ENUMERATION_LIST_GETTAXTYPE[GS15] List of Identification type
    ENUMERATION_LIST_QRY_PARTY_PREFIX Personal Information screen This service is used to fetch and display the values supported as Title
    OR_GET_DOCUMENT Upload document screen This service is used to fetch and display the types of documents supported to be uploaded.
    OR_GET_PRODUCT_DOCUMENT_LIST Upload document screen This service is used to fetch and display the types of documents supported for the product that can be uploaded.
    ENUMERATION_LIST_FETCHSTATES Address right panel This service is used to fetch and display the values to be available under the States LOV which is part of the Address list of fields.
    ENUMERATION_LIST_FETCHMODEOFOPERATION Checking/Savings Account Specifications This service is used to fetch and display the values to be available under the Mode of Operation LOV, applicable in case of Joint Applications.
    OR_BUSINESS_PROCESS Funding Consent sends by OBDX if skip any segment
    OR_PRODUCT_DOCUMENT_LIST Document upload screen List of primary category documents of products supports
    ENUMERATION_LIST_FETCHAPPLICANTDOCUMENTTYPE Document upload screen This service fetches the types of documents that are supported, to be uploaded, for the product at the applicant level.
    OR_ENUMERATION_LOOKUP Personal Information screen All obpy enumeration call from this API (alternate)
    INITIATE_EARLY_KYC Personal Information screen This service is used to send the personal information required to perform early KYC, to OBO.
    READ_PARTY_PERSONAL_DETAILS Personal Information This service is used to read the existing customer’s personal information from the CIF ID.
    OR_RELATIONSHIP_PRICING EMI calculator Relationship base Pricing calculator
    OR_STANDARD_SCHEDULE All Loan products – Loan Information This service is used to fetch and display the standard loan repayment schedule based on information provided.
    ENUMERATION_LIST_FETCHRANK Region US – Personal Information This service is used to fetch and display the values under the Rank LOV, applicable for Service Members.
    ENUMERATION_LIST_FETCHDEPENDENTTYPE Region US – Personal Information. Service Member / Insider This service is used to fetch and display the values to capture relationship of the applicant with the Service Member, in case the applicant is a dependent of a service member.
    ENUMERATION_LIST_FETCHREJECTREASONS Application Tracker this service is used to fetch the list of values to be available as reasons for rejection, in case the applicant chooses to reject the loan/CASA overdraft offer.
    GENERIC_CODE Repayment / Disbursement screen Fetch branch details