1. Alerts and Dashboards User Guide (US Regionalization)
  2. Dashboards

1 Dashboards

This topic provides the information about the Dasboards available in Oracle Banking Origination

Oracle Banking Origination is the middle office banking solution with a comprehensive coverage of Retail Banking Origination processes for Savings Account, Current Account, Term Deposit, Credit Card, and Loans comprising of Home Loan, Personal Loan, Education Loan, and Vehicle Loan. It is a Host-Agnostic solution.

It enables banks to deliver improved user experience for various Bank persons such as Sales Officers, Relationship Manager, Account Opening Officers, Branch Supervisor/Managers, Loan Officers, and Credit Officers and so on; handling defined functions in the life-cycle of the various product origination.

Oracle Banking Origination supports the various dashboards to aid in enhancing the productivity and operational efficiency by providing a quick insight into various pertinent areas. The idea of these Dashboards is to ease the trouble of looking for data or statistics in the system.

Each dashboard has a unique Functional Activity Codes. The access of the dashboard is provided to the individual user either by assigning the specific functional activity code to the role that they belong to or can also be provided by assigning the dashboard functional activity code directly to their User ID.

Note:

Refer to the Configuration User Guide for more details.
By default, all the dashboard that has been assigned for the User or User Role are displayed in the dashboard. The user can define their personal dashboard preferences by:
  1. Removing any dashboard tile that they do not want to see by clicking on x icon available on the top right side of the dashboard tile or widget.
  2. They can add a dashboard tile by clicking on the + icon on the top right side of the dashboard screen named Add Tile to the Dashboard. System displays all the dashboards that are allowed for the user to select.
  3. They can move the dashboard tile to their preferred position in the dashboard screen through drag and drop.
  4. Certain dashboard tiles can be expanded or minimized, for which User has to click on the Maximize icon available in the bottom right side panel of the dashboard tile.

This topic contains the following subtopics:

  • My Applications
    This topic describes systematic instructions to view My Applications dashboard.
  • Application Search
    This topic describes systematic instructions to view Application Search dashboard.
  • Conversion Analysis
    This topic describes systematic instructions to view Conversion Analysis dashboard.
  • Account Opening Trends
    This topic describes about the various account opening trends in Oracle Banking Origination.
  • Stage Wise Loan Details
    This topic describes systematic instructions to display Loan Pipeline dashboard.
  • Loan Offer Status
    This topic describes systematic instructions to view Loan Offer Status dashboard.
  • Loan Exposure to Collateral
    This topic describes systematic instructions to view Loan Exposure to Collateral dashboard.
  • Product Application Near Expiry
    This topic describes systematic instructions to view Product Application Near Expiry dashboard.
  • Loan Offers Near Expiry
    This topic describes systematic instructions to view Loan Offers Near Expiry dashboard.
  • SLA Status Summary
    This topic describes systematic instructions to view SLA Status Summary dashboard.