Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Before you Begin
  • Pre-requisites
  • Audience
  • Documentation Accessibility
  • Critical Patches
  • Diversity and Inclusion
  • Related Resources
  • Conventions
  • Screenshot Disclaimer
  • Acronyms and Abbreviations
  • Post-requisites
• 1 Customer Services
• 2 Portal Page
• 3 Log-In & Log-Out
  • 3.1 Log-in to the application
  • 3.2 Log-out of the application
  • 3.3 Session Timeout
• 4 First Time Login
• 5 Dashboard
  • 5.1 Corporate user as a Viewer
    • 5.1.1 Conventional/Islamic Accounts
  • 5.2 Corporate user as a Maker
  • 5.3 Corporate user as an Approver role
    • 5.3.1 Pending for Approvals
  • 5.4 FAQ
  • 5.5 Non Customer as a Viewer
  • 5.6 Non Customer as a Maker
  • 5.7 Non Customer as an Approver
• 6 Approvals
  • 6.1 Pending for Approvals
  • 6.2 Re-route and Prioritize
    • 6.2.1 Pending for Release
    • 6.2.2 Pending for Approval
  • 6.3 Pending for Release
  • 6.4 My Initiated List
  • 6.5 Transaction Details
    • 6.5.1 Withdraw Transactions Pending Approval
    • 6.5.2 Copy/Re-initiate Existing Transactions
  • 6.6 Transaction Log
  • 6.7 My Approved List
  • 6.8 FAQ
• 7 Forgot Password
• 8 Forgot Username
• 9 FATCA and CRS Form
  • 9.1 FATCA and CRS Self - Certification Form for Entities
    • 9.1.1 Identification of the Entity
    • 9.1.2 Tax Residency
    • 9.1.3 Entity Certification
    • 9.1.4 Declaration
    • 9.1.5 Review
    • 9.1.6 Confirm
  • 9.2 FAQ
• 10 Live Chat
• 11 Settings
  • 11.1 Profile
    • 11.1.1 FAQ
  • 11.2 Password & Security
    • 11.2.1 Change Password
    • 11.2.2 Change Username
    • 11.2.3 Passkey
    • 11.2.4 Alternate Login
    • 11.2.5 Security Questions
    • 11.2.6 Soft Token Authentication
    • 11.2.7 Facial ID
    • 11.2.8 OTP Delivery Mode
    • 11.2.9 Session Summary
  • 11.3 Device Registration
  • 11.4 Preferences
    • 11.4.1 Primary Account Number
    • 11.4.2 Appearance
    • 11.4.3 Language
    • 11.4.4 Feedback
    • 11.4.5 SMS, Chatbot Banking and Miss Call Banking
    • 11.4.6 LiveHelp
  • 11.5 Access & Consent
    • 11.5.1 Manage Consent
    • 11.5.2 Manage Tokens
    • 11.5.3 Revoke Access
  • 11.6 Alerts
    • 11.6.1 Delivery Mode
    • 11.6.2 DND Set up
    • 11.6.3 Push Notifications
    • 11.6.4 Alerts Subscription
    • 11.6.5 FAQ
• 12 Limits
• 13 Dashboard Personalization
  • 13.1 Personalize Dashboard
  • 13.2 Switch to Default Dashboard
  • 13.3 FAQ
• 14 Security Question Authentication
  • 14.1 One Time Password Authentication
  • 14.2 FAQ
• 15 E-Receipts
  • 15.1 Example for e-receipt generation
  • 15.2 FAQ
• 16 Service Requests
  • 16.1 Raise a New Request
    • 16.1.1 Raise New Request – Summary
    • 16.1.2 Service Request Form
  • 16.2 Track Requests
    • 16.2.1 Track Requests - Search
    • 16.2.2 Service Request Details
• 17 Mailbox
  • 17.1 Mails
    • 17.1.1 Inbox
    • 17.1.2 Compose Mail
    • 17.1.3 Sent Mail
    • 17.1.4 Sent Mail - Details
    • 17.1.5 Deleted Mail
  • 17.2 Alerts
  • 17.3 Notifications
  • 17.4 FAQ
• 18 Calculators
  • 18.1 Loan Installment Calculator
  • 18.2 Loan Eligibility Calculator
  • 18.3 Forex Calculator
  • 18.4 Term Deposit Calculator
• 19 ATM & Branch Locator
  • 19.1 FAQ
• 20 Feedback Capture
  • 20.1 General Feedback
  • 20.2 Transaction Specific Feedback
• 21 My Reports
  • 21.1 My Reports - Adhoc
  • 21.2 My Reports - Scheduled
  • 21.3 FAQ
• 22 Report Generation
  • 22.1 Adhoc Reports
  • 22.2 Scheduled Reports
    • 22.2.1 View Scheduled Reports
    • 22.2.2 Edit Scheduled Reports
    • 22.2.3 Delete Scheduled Reports
  • 22.3 Daily Balance Position Report
    • 22.3.1 Daily Balance Position Report– Adhoc Reports
    • 22.3.2 Daily Balance Position Report– Schedule Reports
  • 22.4 Party wise Payee Maintenance Report
    • 22.4.1 Party wise Payee Maintenance Report– Adhoc Reports
    • 22.4.2 Party wise Payee Maintenance Report – Schedule Reports
  • 22.5 Transaction Summary Report
    • 22.5.1 Transaction Summary Report – Adhoc Reports
    • 22.5.2 Transaction Summary Report – Schedule Reports
• Index