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
  • Basic Actions
  • Symbols and Icons
  • Post-requisites
• 1 Portal Page
  • 1.1 Overview Page
• 2 Log-In & Log-Out of Oracle Banking Digital Experience
  • 2.1 Log-in to the application
  • 2.2 Log-out of the application
  • 2.3 Session Timeout
• 3 Channel On-boarding
  • 3.1 Self-Register
• 4 Calculators
  • 4.1 Loan Installment Calculator
  • 4.2 Loan Eligibility Calculator
  • 4.3 Forex Calculator
  • 4.4 Term Deposit Calculator
  • 4.5 Goal Calculator
  • 4.6 FAQ
• 5 First Time Login
• 6 Dashboards
  • 6.1 Small & Medium Business Dashboard
• 7 Forgot Password
• 8 Forgot Username
• 9 Live Chat
• 10 FATCA and CRS Form
  • 10.1 FATCA and CRS Self - Certification Form for Individuals
    • 10.1.1 Customer Identification
    • 10.1.2 Additional KYC Information
    • 10.1.3 Tax Residency Information
    • 10.1.4 Declaration
    • 10.1.5 Review
    • 10.1.6 Confirm
  • 10.2 FATCA and CRS Self - Certification Form for Entities
    • 10.2.1 Identification of the Entity
    • 10.2.2 Tax Residency
    • 10.2.3 Entity Certification
    • 10.2.4 Declaration
    • 10.2.5 Review
    • 10.2.6 Confirm
  • 10.3 FAQ
• 11 Product Showcase and Application Tracker
• 12 Interest Certificates
• 13 Balance Certificates
• 14 TDS Certificates
• 15 Service Requests
  • 15.1 Raise a New Request
    • 15.1.1 Raise New Request – Summary
    • 15.1.2 Service Request Form
  • 15.2 Track Requests
    • 15.2.1 Track Requests - Search
    • 15.2.2 Service Request Details
• 16 Settings
  • 16.1 Profile
    • 16.1.1 Profile-Edit
    • 16.1.2 FAQ
  • 16.2 Password & Security
    • 16.2.1 Change Password
    • 16.2.2 Change Username
    • 16.2.3 Passkey
    • 16.2.4 Alternate Login
    • 16.2.5 Security Questions
    • 16.2.6 Soft Token Authentication
    • 16.2.7 Facial ID
    • 16.2.8 OTP Delivery Mode
    • 16.2.9 Session Summary
  • 16.3 Device Registration
  • 16.4 Preferences
    • 16.4.1 Primary Account Number
    • 16.4.2 Appearance
    • 16.4.3 Language
    • 16.4.4 Feedback
    • 16.4.5 Transaction Limits
      • 16.4.5.1 Transaction Limits - View
      • 16.4.5.2 Transaction Daily and Monthly Limits - Edit
      • 16.4.5.3 FAQ
    • 16.4.6 SMS, Chatbot Banking and Miss Call Banking
    • 16.4.7 LiveHelp
  • 16.5 Access & Consent
    • 16.5.1 Manage Consent
    • 16.5.2 Manage Tokens
    • 16.5.3 Revoke Access
  • 16.6 Alerts
    • 16.6.1 Delivery Mode
    • 16.6.2 DND Set up
    • 16.6.3 Push Notifications
    • 16.6.4 Alerts Subscription
  • 16.7 FAQ
• 17 Security Question Authentication
  • 17.1 One Time Password
  • 17.2 FAQ
• 18 Personalize Dashboard
  • 18.1 Personalize Dashboard
  • 18.2 Switch to Default Dashboard
  • 18.3 FAQ
• 19 Mailbox
  • 19.1 Mails
    • 19.1.1 Inbox
    • 19.1.2 Compose Mail
    • 19.1.3 Sent Mail
    • 19.1.4 Sent Mail - Details
    • 19.1.5 Deleted Mail
  • 19.2 Alerts
  • 19.3 Notifications
  • 19.4 FAQ
• 20 Feedback Capture
  • 20.1 General Feedback
  • 20.2 Transaction Specific Feedback
• 21 E-Receipts
  • 21.1 Example for E-receipt Generation
  • 21.2 FAQ
• 22 ATM & Branch Locator
  • 22.1 FAQ
• 23 Nominations
  • 23.1 Add Nominee
    • 23.1.1 Add Nominee – Add New
    • 23.1.2 Add Nominee – Replicate Existing Nominee
  • 23.2 View Nominee
  • 23.3 Edit Nominee
  • 23.4 Delete Nominee
• Index