Download Oracle FLEXCUBE Universal Banking

Contents
1.
Preface ...................................................................................................... 1-1
1.1
1.2
1.3
1.4
1.5
1.6
2.
3.2
2-1
2-2
2-3
2-5
2-6
Alert Selection Criteria............................................................................................. 3-1
3.1.1 Defining Alert Selection Criteria.................................................................. 3-1
3.1.2 Viewing Alert Criteria Definition Summary.................................................. 3-3
Alerts ....................................................................................................................... 3-3
3.2.1 Defining Alerts ............................................................................................ 3-3
3.2.2 Preferences Tab ......................................................................................... 3-4
3.2.3 Target Tab .................................................................................................. 3-5
3.2.4 Message Tab.............................................................................................. 3-7
3.2.5 Viewing Alert Definition Summary ............................................................ 3-11
3.2.6 Viewing Alert Dashboard .......................................................................... 3-12
Spend Analysis ........................................................................................ 4-1
4.1
4.2
4.3
4.4
5.
Preferences for Interactions ....................................................................................
2.1.1 Setting Preferences for Interactions ...........................................................
2.1.2 Conversation Preferences Tab...................................................................
2.1.3 Spend Analysis Preferences Tab ...............................................................
2.1.4 .Viewing Preferences for Interactions.........................................................
Alerts ........................................................................................................ 3-1
3.1
4.
1-1
1-1
1-1
1-1
1-2
1-2
Interactions in Oracle FLEXCUBE .......................................................... 2-1
2.1
3.
Introduction..............................................................................................................
Audience..................................................................................................................
Documentation Accessibility....................................................................................
Organization ............................................................................................................
Related Documents .................................................................................................
Glossary of Icons.....................................................................................................
Spend Analysis........................................................................................................ 4-1
4.1.1 Spend Analysis in Oracle FLEXCUBE ....................................................... 4-1
4.1.2 Classification of Entries .............................................................................. 4-8
4.1.3 Classification of Reversal Entries ............................................................... 4-9
Spend Class by a Bank User................................................................................. 4-10
4.2.1 Maintaining Spend Class by a Bank User ................................................ 4-10
4.2.2 Viewing Class Code Summary ................................................................. 4-11
Spend Classes for Channel User .......................................................................... 4-11
4.3.1 Maintaining Spend Classes for Channel User.......................................... 4-12
4.3.2 Viewing Spend Class Summary ............................................................... 4-14
Spend Rules .......................................................................................................... 4-14
4.4.1 Defining Spend Rules............................................................................... 4-14
4.4.2 Creating Conditions with Expressions ...................................................... 4-16
4.4.3 Viewing Customer Spend Analysis Details............................................... 4-18
4.4.4 Reclassification of Spend Classes ........................................................... 4-20
4.4.5 Deletion of Spend Class ........................................................................... 4-21
4.4.6 Deletion of Sub Class Code ..................................................................... 4-21
4.4.7 Splitting a Transaction .............................................................................. 4-21
Conversations .......................................................................................... 5-1