1.1 Oracle Banking Trade Finance and external DMS
This section contains the following topics:
- Integrating Oracle Banking Trade Finance with external DMS
- Adding a Document to DMS
In this operation you can upload a document to a DMS. The paper documents should be scanned into a digital format, which can be uploaded to the DMS. To upload the digital document, you must choose the file using the browse dialog and click upload button to index the document in the DMS. The DMS would register the document and provide a document ID to identify this document for later usage. This document ID can be used to locate the document, for other operations. - Viewing the Document Indexed in the DMS
Oracle Banking Trade Finance allows you to view documents stored in a DMS that are referenced by transactions created in Oracle Banking Trade Finance. To view the document captured in DMS, select the document and click View button. - Deleting a Document Indexed in DMS
Documents stored in the DMS can be deleted from Oracle Banking Trade Finance if the transaction stores the link to the document. To delete the document captured in the DMS, select the document and click ‘Delete’ button to delete the record from the set of document records.
Parent topic: Oracle Banking Trade Finance - DMS Integration