Preface

Purpose

This guide provides an overview to configure the Business Process and related workflows for origination such as Savings Account, Current Account, Term Deposit, Credit Card, and Loans comprising of Home loans, Vehicle Loans, Personal Loans, and Education Loan; Business Product Configuration and Dashboard related configurations.

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Before you begin

Kindly refer to the Getting Started User Guide for common elements, including Symbols and Icons, Conventions Definitions, and so forth.

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Module Prerequisite

Specify the User Name and Password, and login to Home screen.

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Audience

This guide is intended for the Relationship Managers (RMs) and Sales Officers in-charge of sourcing the Business Products from prospect and customer of the bank.

It is also intended for the other bank personas such as Bank Operations Manager, Account Opening Officers or Branch Managers who may handle the specific stages of the lifecycle of the Banking origination process based on the bank’s internal operation and policies.

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Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

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Critical Patches

Oracle advises customers to get all their security vulnerability information from the Oracle Critical Patch Update Advisory, which is available at Critical Patches, Security Alerts and Bulletins. All critical patches should be applied in a timely manner to ensure effective security, as strongly recommended by Oracle Software Security Assurance.

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Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increases thought leadership and innovation. As part of our initiative to build a more inclusive culture that positively impacts our employees, customers, and partners, we are working to remove insensitive terms from our products and documentation. We are also mindful of the necessity to maintain compatibility with our customers' existing technologies and the need to ensure continuity of service as Oracle's offerings and industry standards evolve. Because of these technical constraints, our effort to remove insensitive terms is ongoing and will take time and external cooperation.

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Conventions

The following text conventions are used in this document:

Convention	Meaning
boldface	Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.
italic	Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.
`monospace`	Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

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Screenshot Disclaimer

Personal information used in the interface or documents is dummy and does not exist in the real world. It is only for reference purposes.

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Acronyms and Abbreviations

The list of the acronyms and abbreviations that are used in this guide are as follows:

Table -1 Acronyms and Abbreviations

Acronyms and Abbreviations	Description
ATM	Automated teller machine
EMI	Equated Monthly Instalment
EPI	External Payments Interface
FOIR	Fixed Obligation to Income Ratio
FPI	Foreign portfolio investment
GL	General Ledger
IPA	In-Principle Approval
IRA	Individual Retirement Account
KYC	Know Your Customer
LTV	Loan to Value
NFC	Near Field Communication
OBDX	Oracle Banking Digital Experience
POS	Point of Sale
PRS	Portfolio Reporting System
RPM	Red Hat Package Manager
SLA	Service Level Agreement
SMB	Small and Medium Business
TD	Term Deposit
TOD	Temporary Overdraft

Parent topic: Preface

Symbols and Icons

The list of icon are available on maintenance screens as follows.

Table -2 Icons

Icon	Function
	Click this icon to add a new row.
	Click this icon to delete a row, which is already added.
	Calendar
	Unlock Option
	View Option
	New
	Copy
	Delete
	Save
	Export
	Sorting
	Citation