Preface

Purpose

This guide provides an overview to the module and takes through the various steps involved setting up and using the security features that Oracle offers.

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Audience

This guide is intended for Oracle Implementers, SMS Administrator for the Bank, SMS Administrator for the Branch, and an Oracle user.

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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 make sure 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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Related Resources

For more information on any related features, refer to the following documents:

Oracle Banking Getting Started User Guide
Oracle Banking Common Core User Guide

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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

Abbreviation	Description
SMS	Security Management System
FA	Functional Activity
PII	Personally Identifiable Information
HNI	High Net-Worth Individuals

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Basic Actions

Table -2 List of Basic Actions

Action	Description
Approve	Used to approve the initiated record. The Approve button displays on the widget after the user clicks Authorize.
Audit	Used to view the maker details, checker details, and the record's status.
Authorize	Used to authorize the created or amended record. A maker of the record cannot authorize a record. Only a checker with authorization permissions can.
Close	Used to close a record. This action is available for a record in the Open state.
Confirm	Used to confirm the performed action.
Cancel	Used to cancel the performed action.
Compare	Used to view a comparison of the older field values of a record and the current values. The Compare button displays on the widget after the user clicks Authorize.
Collapse All	Used to hide all the details in the section. The Collapse All button displays after the user clicks Compare.
Expand All	Used to expand and view all the details in the section. The Expand All button displays after the user clicks Compare.
New	Used to add a new record. When the user clicks Add, the system displays a Create Record screen.
OK	Used to confirm the details in the screen.
Save	Used to save the details entered or modified on the screen.
View	Used to view the record details in a particular modification stage. The View button displays on the widget after the user clicks 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. The View Difference Only button displays after the user clicks Compare.
Unlock	Used to unlock and update the details of an existing record. The system displays the record in editable mode.

Parent topic: Preface

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.