This topic provides the systematic instructions to users to review and track all payment transactions completed within a specified timeframe.

Payment history allows the users to review and keep track to all the payment transactions done in a given period. The user can search and view the past bill payment transactions done for both registered and un-registered billers. A user can search transactions based on category and biller nickname.

Using the Manage Columns feature, bank can configure and enable customizable UI display/download option for the end users. Using this feature, users can personalize the information to be displayed/downloaded from search grid displayed on the screen.

By clicking on Manage Columns option available on the screen, user can

• Rearrange columns
• Remove specific columns.

Note:

1. The downloaded report will have the same columns as displayed on the UI as per user preference as well as there will also be an option to modify the column selection while downloading.
2. The column preferences setup by the user will be saved for future reference i.e. in case the user revisits this screen, the preferred columns will only be displayed in the table.

The user can view the following details of past bill payment transactions in the 'Payment History' screen.

• Date of bill payment
• Name of the biller (nick name for registered billers and official name for unregistered billers)
• Category of the biller
• Bill Amount
• Reference number of the payment transaction
• Status of the bill payment transaction
• Attached Documents

Pre-requisites:

• Transaction access is provided to the Oracle Banking Digital Experience user
• Transaction working window is maintained
• Billers are maintained
• Transaction limits are assigned to the user to perform the transaction

Features supported in application

• Payment History

To view the bill payment records:

1. Perform anyone of the following navigation to access the Bill Payment History screen.
   • From the Dashboard, click Toggle menu, click Menu, click Transfers & Bill Payments . Under Transfers & Bill Payments, click Bill Payments , then click Bill Payment History.
   • From the Search bar, type Bill Payments – Bill Payment History and press Enter.
   • Access through the kebab menu of transactions available under the Bill Payments module.

   The Bill Payment History screen appears.

   Figure 11-1 Bill Payment History

   
   

   
   Description of "Figure 11-1 Bill Payment History"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 11-1 Bill Payment History - Field Description

   Field Name	Description
   Select Period	Period for which payment history search is to be executed. The options are: Current Period Previous Month Previous Quarter Date Range
   Date From - Date To	The date range to view the bill payments made during a specific period. This field appears if you have selected the Date Range option from the Select Period list.
   Search Results
   Download	The user can download the payment history in csv or pdf format.
   Date	The date on which the bill was paid.
   Biller	The nickname of the biller is displayed if the biller is a registered biller. If the biller is not registered the official name as maintained in the administrator Biller Maintenance is displayed.
   Category	The category of the biller as maintained in the administrator biller maintenance.
   Bill Amount	The amount paid by the user.
   Reference No.	Host reference number generated at the time of the payment transaction.
   Status	Status of the payment transaction.
   Attachment	If any document was attached at the time of bill payment, the same will be available as a link under this column against the specific bill payment record.

2. Perform one of the following actions:
   • Click on the file under Attachment column to view the attached document of the bill payment.

   • Click to change filter criteria.  

     The Filter overlay screen appears.

     1. Enter the filter criteria.
     2. Click Apply to search the records. Transaction records appears based on the updated criteria.

        Figure 11-2 Bill Payment History- Filter Criteria

        
        

        
        Description of "Figure 11-2 Bill Payment History- Filter Criteria"

        
        

        Note:

        The fields which are marked as Required are mandatory.

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

        Table 11-2 Bill Payment History- Filter Criteria - Field Description

        Field Name	Description
        Select Period	Period for which payment history search is to be executed. The options are: Current Period Previous Month Previous Quarter Date Range
        Date From - Date To	The date range to view the bill payments made during a specific period. This field appears if you have selected the Date Range option from the Select Period list.

   • Click on the to download the records in CSV & PDF format.
   • Click on the to setup a column preferences by rearranging or removing columns.

     Figure 11-3 Bill Payment History- Manage Columns

     
     

     
     Description of "Figure 11-3 Bill Payment History- Manage Columns"

     
     

• View Bill Details
  This topic provides the systematic instructions to users to view the bill details whose payment has been done.