Preface

Purpose

This guide is designed to help the user to quickly get acquainted with the Customer Standard Instructions maintenance process.

Audience

This guide is intended for the central administrator of the Bank who controls the system and application parameters and ensures smooth functionality and flexibility of the banking application.

Acronyms and Abbreviations

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

Table -1 Acronyms and Abbreviations

Abbreviation	Description
System	Core Maintenance Module
NLP	Natural Language Processing
REST	Representational State Transfer

List of Topics

This guide is organized as follows:

Table -2 List of Topics

Topics	Description
Core Maintenance	This topic provides the information about core maintenance.
NLP Framework	This topic provides the information about NLP Framework.
Machine Learning Framework	This topic provides the information about machine learning framework.
File Upload	This topic provides the information about File Upload.

Symbols and Icons

The following symbols and icons are used in the screens.

Table -3 Symbols and Icons - Common

Symbol/Icon	Function
	Minimize
	Maximize
	Close
	Perform Search
	Open a list
	Add a new record
	Navigate to the first record
	Navigate to the last record
	Navigate to the previous record
	Navigate to the next record
	Grid view
	List view
	Refresh
	Click this icon to add a new row.
	Click this icon to delete an existing row.
	Click to view the created record.
	Click to modify the fields.
	Click to unlock, delete, authorize or view the created record.

Table -4 Symbols and Icons - Audit Details

Symbol/Icon	Function
	A user
	Date and time
	Unauthorized or Closed status
	Authorized or Open status

Table -5 Symbols and Icons - Widget

Symbol/Icon	Function
	Open status
	Unauthorized status
	Closed status
	Authorized status

Basic Actions

Table -6 Basic Actions

Action	Description
Approve	Used to approve the initiated report. This button is displayed, once the user click Authorize.
Audit	Used to view the maker details, checker details, and report status.
Authorize	Used to authorize the report created. A maker of the screen is not allowed to authorize the report. Only a checker can authorize a report, created by a maker.
Close	Used to close a record. This action is available only when a record is created.
Confirm	Used to confirm the performed action.
Cancel	Used to cancel the performed action.
Compare	Used to view the comparison through the field values of old record and the current record. This button is displayed in the widget, once the user click Authorize.
Collapse All	Used to hide the details in the sections. This button is displayed, once the user click Compare.
Expand All	Used to expand and view all the details in the sections. This button is displayed, once the user click Compare.
New	Used to add a new record. When the user click New, the system displays a new record enabling to specify the required data. Note: The fields which are marked with asterisk are mandatory.
OK	Used to confirm the details in the screen.
Save	Used to save the details entered or selected in the screen.
View	Used to view the report details in a particular modification stage. This button is displayed in the widget, once the user click Authorize.
View Difference only	Used to view a comparison through the field element values of old record and the current record, which has undergone changes. This button is displayed, once the user click Compare.
Unlock	Used to update the details of an existing record. System displays an existing record in editable mode.