Preface
Purpose
This guide provides an overview to the module and takes through the various steps involved in setting up and maintaining a virtual account.
Parent topic: Preface
Audience
This guide is intended for Back Office Data Entry Clerk, Back Office Managers/Officers, Product Managers, End of Day Operators, and Financial Controller users.
Parent topic: Preface
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 customer access to and use of Oracle support services will be pursuant to the terms and conditions specified in their Oracle order for the applicable services.
Parent topic: Preface
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.
Parent topic: Preface
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.
Parent topic: Preface
Related Resources
- Oracle Banking Security Management System User Guide
- Oracle Banking Common Core User Guide
- Oracle Banking Getting Started User Guide
- Configuration User Guide
- Customer and Accounts User Guide
- Identifier User Guide
- Charges User Guide
- Transactions User Guide
Parent topic: Preface
Conventions
The following text conventions are used in this document:
Convention | Meaning |
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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. |
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Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. |
Parent topic: Preface
Screenshot Disclaimer
Personal information used in the interface or documents are dummy and does not exist in the real world. It is only for reference purposes.
Parent topic: Preface
Acronyms and Abbreviations
Table -1 Acronyms and Abbreviations
Abbreviation | Description |
---|---|
CIF | Customer Information File |
CASA | Current Account Savings Account |
DDA | Demand Deposit Accounts |
ERP | Enterprise Resource Planning |
IBAN | International Bank Account Number |
PII | Personally Identifiable Information |
Parent topic: Preface
Basic Actions
Table -2 Basic Actions
Actions | Description |
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New | Click New to add a new record. The system displays a new record to specify the required data. The fields marked with Required are mandatory.
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Save | Click Save to save the details entered or selected in the screen. |
Unlock | Click Unlock to update the details of an existing record. The system displays an existing record in editable mode.
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Authorize | Click Authorize to authorize the record created. A maker of the screen is not allowed to authorize the same. Only a checker can authorize a record.
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Approve | Click Approve to approve the initiated record.
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Reject | Click Reject to reject the initiated record.
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Audit | Click Audit to view the maker details, checker details of the particular record.
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Close | Click Close to close a record. This action is available only when a record is created. |
Confirm | Click Confirm to confirm the action performed. |
Cancel | Click Cancel to cancel the action performed. |
Compare | Click Compare to view the comparison through the field values of old record and the current record.
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View | Click View to view the details in a particular modification stage.
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View Difference only | Click View Difference only to view a comparison through the field element values of old record and the current record, which has undergone changes.
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Expand All | Click Expand All to expand and view all the details in the sections.
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Collapse All | Click Collapse All to hide the details in the sections.
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OK | Click OK to confirm the details in the screen. |
Parent topic: Preface
Symbols and Icons
Table -3 Symbols and Icons - Common
Symbol/Icon | Function |
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Minimize |
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Maximize |
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Close |
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Perform Search |
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Open a list |
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Add a new record |
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Navigate to the first record |
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Navigate to the last record |
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Navigate to the previous record |
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Navigate to the next record |
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Grid view |
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List view |
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Refresh |
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Click this icon to add a new row. |
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Click this icon to delete a row, which is already added. |
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Unlock Option |
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View Option |
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Reopen Option |
Table -4 Symbols and Icons - Widget
Symbol/Icon | Function |
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Open status |
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Unauthorized status |
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Rejected status |
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Closed status |
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Authorized status |
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Modification Number |
Table -5 Symbols and Icons - Dashboard
Symbol/Icon | Function |
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Bar Chart |
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Donut Chart |
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Filter |
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Move Widgets |
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Linked Accounts |
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Linked Structure |
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Pin Corporates |
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Marked Corporates |
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Unpin Corporates |
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Reset |
Parent topic: Preface