Oracle® Banking Corporate Lending

Process Management
Getting Started User Guide

Release 14.6.1.0.0
F70246-01
August 2022
Oracle Banking Corporate Lending Process Management Getting Started User Guide, Release 14.6.1.0.0

F70246-01

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Contents
Preface
Introduction v
Audience v
List of Topics v
Related Documents v

1 Getting Started
1.1 Access Application 1-1
1.1.1 Sign In 1-1
1.1.2 Sign Out 1-2
1.2 Application Environment 1-3
1.2.1 Screen Environment 1-4
1.2.1.1 Dashboard 1-4
1.2.1.2 Summary Screen 1-5
1.2.1.3 Maintenance Screen 1-6
1.3 How to’s 1-7
1.3.1 Access the Records 1-8
1.3.2 View the Records 1-8
1.3.2.1 Tile View 1-8
1.3.2.2 Tile View with Context Menu 1-9
1.3.2.3 List View 1-10
1.3.2.4 Flip View 1-11
1.3.3 Search the Records 1-12
1.3.4 Refresh the Records 1-12
1.3.5 Create / Configure the Records 1-13
1.3.6 Edit the Records 1-13
1.3.7 Copy the Records 1-13
1.3.8 Unlock the Records 1-13
1.3.9 Reopen the Records 1-14
1.3.10 Delete the Records 1-14
1.3.11 Print the Records 1-14
1.3.12 Authorize the Records 1-15

iii
 1.3.13 Minimize and Maximize the Records 1-15
1.3.14 Close the Records 1-16
1.3.15 Audit the Records 1-16
1.4 Screen / Dashboard 1-16
1.4.1 Pagination 1-17
1.4.2 Mandatory and Optional Fields 1-17
1.4.3 Configure Tile 1-17
1.4.4 Remove Tile 1-18
1.4.5 Reorder Tile 1-19
1.4.6 Expand Tile 1-19
1.4.7 Add Tile 1-19
1.5 Common Buttons 1-20
1.6 Common Fields 1-21

Index

iv
Preface
This topic contains following sub-topics:
• Introduction
• Audience
• List of Topics
• Related Documents

Introduction
This manual is designed to help you quickly get acquainted with the getting started of Oracle
Banking Corporate Lending Process Management and explains the basic design of Oracle
and the common operations that you can follow while using it. The guide must be used as a
supplement and must be read in conjunction with Common Core, Security Management
System, and other application user guides.

Audience
This document is intended for the following audience:
• Customer Service Representatives (CSRs)
• Staff in charge of setting up new products in a bank

List of Topics
Topics Description
Access Application This topic provides the information about installation of different kinds
of services.
Application Environment This topic provides the information about different types of screen
environment.
How to’s This topic provides the information about how to access the screens.
Screen / Dashboard This topic provides the information about screens / Dashboard.
Common Fields This topic provides the information about common fields.
Common Buttons This topic provides the information about common buttons

Related Documents
For more information on any related features, you can refer to the following documents:
• Oracle Banking Security Management System User Guide

v
 Preface

• Oracle Banking Common Core User Guide

vi
1
Getting Started
Welcome to Getting Started user guides. This guide provides an overview on the Oracle
Banking Corporate Lending Process Management application and explains basic design of
Oracle and the common operations that you can follow while using it.
This section contains the following topics:
• Access Application
Use this topic to access the application using administration URL.
• Application Environment
Use this topic once you successfully login into the application. The application
environment screen appears depending on the user privileges.
• How to’s
Use this topic to describe about the different types of actions that the user can perform.
• Screen / Dashboard
This topic describes about Screen / Dashboard.
• Common Buttons
This topic provides information about all the common buttons used in the application.
• Common Fields
This topic provides information about all the common fields used in the application.

1.1 Access Application

Use this topic to access the application using administration URL.
The user can access any application using the link provided by the administrator. Contact the
administrator for URL and the login credentials.
For more information on Users and Roles, refer to Oracle Banking Security Management
System User Guide.
This topic contains the following subtopics:
• Sign In
This topic provides systematic instructions to sign in to the application.
• Sign Out
This topic provides systematic instructions to log out from the application.

1.1.1 Sign In
This topic provides systematic instructions to sign in to the application.
Make sure that the valid user name and password is created for the user.
1. Specify the URL in the browser address and press Enter.
The Sign In screen displays.

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 Chapter 1
Access Application

Figure 1-1 Sign In

2. Specify the fields User Name and Password.

For more information on fields, refer to the field description table.

Table 1-1 Sign In – Field Description

Field Description
User Name Specify the user name provided by the administrator.
Password Specify the password provided by the administrator.

3. Click Sign In to login to the application.

The Home screen displays.

1.1.2 Sign Out

This topic provides systematic instructions to log out from the application.
Make sure that all the fields are entered and saved.
1. In the selected application, navigate to toolbar.
2. From toolbar, click user name logged into the application.
The User Profile fly-out screen displays.

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Application Environment

Figure 1-2 User Profile

3. Click Log out to sign out from the application.

The application logs out.

1.2 Application Environment

Use this topic once you successfully login into the application. The application environment
screen appears depending on the user privileges.
Here is a sample illustration of the home page.

Figure 1-3 Application Environment

For more information on fields, refer to the field description table.

Table 1-2 Application Environment – Field Description

Field Description
Hamburger Menu Click expand/collapse the menu.
Menu Click to navigate/open the screens associated with the application.

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Application Environment

Table 1-2 (Cont.) Application Environment – Field Description

Field Description
Sub-Menu Click to navigate/open the screens associated with the application.
These screens are associated with the menu depending on the user
privileges.
Display Grid Displays the screens/dashboards.
Bank Name Displays the name of the bank and its branch code.
Click to select the branches associated with the logged in user.

Note:
Depending on the logged in user and the
branches associated, the user can switch
between branches and view the records.

Application Date Displays the last performed application date of branch’s EOD.
User Profile Displays the user profile related options and actions.

This topic contains the following subtopics:

• Screen Environment
Use this topic to know about screen environment.

1.2.1 Screen Environment

Use this topic to know about screen environment.
This topic contains the following subtopics:
• Dashboard
This topic describes about the dashboard.
• Summary Screen
This topic describes about the various components on the summary screen.
• Maintenance Screen
This topic describes about the various components in the maintenance screen.

1.2.1.1 Dashboard
This topic describes about the dashboard.
Depending on the access/permission provided to the logged-in user, the user can view
the dashboards associated with the user. These dashboard helps the user to analyse
the situation and take the necessary actions.

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Application Environment

Figure 1-4 Dashboard

1.2.1.2 Summary Screen

This topic describes about the various components on the summary screen.
Depending on the access/permission provided to the logged in user, the user can access the
summary screen. The summary screen provides the information about the configured
records, where the user can perform few common actions and view the records.

Figure 1-5 Summary Screen

Table 1-3 Summary Screen – Field Description

Field Description
Search Click to search/view a record.
Refresh Click to refresh all configured records.
Add Click to create/configure a new record.
Pagination Displays the number of items available and its page numbers.

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Application Environment

Table 1-3 (Cont.) Summary Screen – Field Description

Field Description
Title bar Displays the name of the screen, minimize, and remove actions. For
more information, refer to Minimizing Records and Closing Records.
Records Displays the configured records. The user can view the records in
different format. For more information, refer to Viewing Records.
Tile view Displays the configured records in the tile format.
List view Displays the configured records in the list format.

1.2.1.3 Maintenance Screen

This topic describes about the various components in the maintenance screen.
Depending on the access/permission provided to the logged-in user, the user can
access the create screen. The create screen allows the user to create/configure the
new records using the fields associated with the selected create screen. These new
records can also be saved.

Figure 1-6 Maintenance Screen

For more information on fields, refer to the field description table.

Table 1-4 Maintenance Screen – Field Description

Field Description
Fields Displays the fields associated with the selected create screen.
There are several types of fields such as text box, drop-down, and
so on. These fields are either mandatory or options fields.
For more information, refer to Mandatory and Optional Fields.
Tile bar Displays the name of the screen, minimize, and remove actions.
For more information, refer to Minimizing Records and Closing
Records.

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Table 1-4 (Cont.) Maintenance Screen – Field Description

Field Description
Save Click to save the entered details.
Cancel Click to cancel the entered details.

1.3 How to’s

Use this topic to describe about the different types of actions that the user can perform.
As a new user, the user need to perform a set of tasks that are similar in all the screens such
as view, edit, delete existing records, and more.
When the user is working with records, it is important to remember that any records that user
create, view, edit, delete, and more are determined by administrator settings such as user
profile or permission set. Work with the administrator to ensure that the user have access to
the records and data.
Now, you have learned how to work with your records, you might want to explore more
advanced features.
This topic contains the following subtopics:
• Access the Records
This topic provides systematic instructions to access the records.
• View the Records
Use this topic to view the records.
• Search the Records
This topic provides systematic instructions to search the records.
• Refresh the Records
This topic provides systematic instructions to refresh the records.
• Create / Configure the Records
This topic provides systematic instructions to create / configure the records.
• Edit the Records
This topic provides systematic instructions to edit the record.
• Copy the Records
This topic provides systematic instructions to copy the record.
• Unlock the Records
This topic provides systematic instructions to unlock the record.
• Reopen the Records
This topic provides systematic instructions to reopen the record.
• Delete the Records
This topic provides systematic instructions to delete the record.
• Print the Records
This topic provides systematic instructions to print the record.
• Authorize the Records
This topic provides systematic instructions to authorize the record.

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How to’s

• Minimize and Maximize the Records

This topic provides systematic instructions to minimize and maximize the screen.
• Close the Records
This topic provides systematic instructions to close the record.
• Audit the Records
This topic provides systematic instructions to audit the record.

1.3.1 Access the Records

This topic provides systematic instructions to access the records.
The user can access the screens on the permissions/rights provided for the user.
Specify User ID and Password, and login to Home screen.
1. Navigate to the hamburger menu.
By default, the hamburger menu is expanded.
2. Click sub-menu, <name of the screen>.
The screens associated with the sub-menu appears.
3. Create <name of the screen>.
The screen appears. The user can create/configure the new records.
4. View <name of the screen>.
The screen appears. The user can view the configured records.

1.3.2 View the Records

Use this topic to view the records.
The user can view the summary of all configured records in the selected summary
screen. This helps you to find the required record faster.
A few different formats to view the records are as follows:
• Tile View
This topic describes about view the record in tile view.
• Tile View with Context Menu
This topic describes about view the record in tile view with context menu.
• List View
This topic provides systematic instructions to view the record in list view.
• Flip View
This topic provides systematic instructions to view the record in flip view.

1.3.2.1 Tile View

This topic describes about view the record in tile view.
The default summary view of the records are tile view. Displays the configured records
in a tile format with few key fields that are associated with the screen. The user can
click a tile to open a record in a full screen and view the details.

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How to’s

Figure 1-7 Tile View

1.3.2.2 Tile View with Context Menu

This topic describes about view the record in tile view with context menu.
Tile view with context menu is similar to any tile view summary record. The context menu
allows the user to perform any actions that are associated with the records.
The content menu is available for:
• View Account Input
• View Account Closure
• View Account Product
• View Internal Credit Line
• View Line Account Linkage
• View Bank Parameters
• View Virtual Entity
• View Corporate Specific Account Number Range

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How to’s

Figure 1-8 Tile View with Context Menu

For more information on fields, refer to the field description table.

Table 1-5 Tile View with Context Menu - Field Description

Field Description
Context Menu This button appears only to a select the number of screens.
The context menu allows the user to perform actions that are
associated with the record.
Context Menu Flyout A list of all actions appears.
The list of actions depend on the status of the record.

1.3.2.3 List View

This topic provides systematic instructions to view the record in list view.
Specify User ID and Password, and login to Home screen.
The list view displays the configured records in a list format.
1. Navigate to View screen.
2. Click List View on the action toolbar to view the details.
The details in the screen appears in list view.

Figure 1-9 List View

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How to’s

1.3.2.4 Flip View

This topic provides systematic instructions to view the record in flip view.
Specify User ID and Password, and login to Home screen.
The list view displays the additional information associated with the configured records in a
flip view.
1. Navigate to View screen.
2. Click Flip View on the record tile to view the details.
The details in the screen appears.

Figure 1-10 Flip View

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How to’s

1.3.3 Search the Records

This topic provides systematic instructions to search the records.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click Search button.
The fields associated with the screen displays.

Figure 1-11 Search

3. Specify the required fields.

4. Click Search.
The requested record displays.

1.3.4 Refresh the Records

This topic provides systematic instructions to refresh the records.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click Refresh button.
The records associated with the screen is updated with the latest details.

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How to’s

1.3.5 Create / Configure the Records

This topic provides systematic instructions to create / configure the records.
The user can create / configure records in any of the three ways:
1. In the selected View screen, click Add to create / configure a record.
2. In the selected View screen, click on a configured record and click New to create /
configure a record.
3. On the menu, select a sub-menu and click <Create name of the screen>.

1.3.6 Edit the Records

This topic provides systematic instructions to edit the record.
Specify User ID and Password, and login to Home screen.

Note:
Ensure you have the privileges and know the guidelines to modify the records.

1. Navigate to View screen.

2. Click the Record that need to EDIT.
3. In a selected screen, click a record and make the required changes to the record.
4. Click Save.
The modified record is saved.

1.3.7 Copy the Records

This topic provides systematic instructions to copy the record.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click the record that need to copy.
3. Click Copy to copy the selected record details and do the required changes to the record.
4. Click Save.
The modified record is saved.

1.3.8 Unlock the Records

This topic provides systematic instructions to unlock the record.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click the record that need to unlock.

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3. Click Unlock to unlock the selected record details and do the required changes to
the record.
4. Click Save.
The modified record is saved.

1.3.9 Reopen the Records

This topic provides systematic instructions to reopen the record.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click the record that need to reopen.
3. Click Reopen.
The Confirmation screen appears.
4. Specify a remark.
5. Click Confirm to reopen the record.

1.3.10 Delete the Records

This topic provides systematic instructions to delete the record.
Specify User ID and Password, and login to Home screen.

Note:
Make sure that the records have privileges and know the guidelines for
deleting the records.

1. Navigate to View screen.

2. Click the Record that need to delete.
3. Click Delete.
The selected record is deleted.

1.3.11 Print the Records

This topic provides systematic instructions to print the record.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click the record that need to print.
3. Click Print to view the record in a print format.
The selected record is printed.

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1.3.12 Authorize the Records

This topic provides systematic instructions to authorize the record.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click the record that need to authorize.
3. Click Authorize.
The authorized records associated with the screen appears.

Figure 1-12 Authorize

4. Select the required record that must be authorized.

5. Click Approve to authorize the record.

1.3.13 Minimize and Maximize the Records

This topic provides systematic instructions to minimize and maximize the screen.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click Collapse to minimize the screen.
The minimized screen appears at the bottom left corner of the screen.
3. Click Maximize button to maximize the screen.
The screen is maximized.

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Screen / Dashboard

1.3.14 Close the Records

This topic provides systematic instructions to close the record.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click Remove button to close the record.
The selected record is closed.

Note:
If the user is in the middle of creating/modifying the records, an error/
warning message appears prompting to save the changes.

1.3.15 Audit the Records

This topic provides systematic instructions to audit the record.
Specify User ID and Password, and login to Home screen.
1. Navigate to View screen.
2. Click Audit to view the change history of the record.
The audit detail screen appears.

Figure 1-13 Audit

3. Click on the screen to close the audit detail screen.

1.4 Screen / Dashboard

This topic describes about Screen / Dashboard.
This topic contains the following subtopics:

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Screen / Dashboard

• Pagination
This topic describes about pagination.
• Mandatory and Optional Fields
This topic describes about mandatory and optional fields.
• Configure Tile
This topic describes the systematic instructions to configure the tile.
• Remove Tile
This topic describes the systematic instructions to remove the tile.
• Reorder Tile
This topic describes the systematic instructions to reorder the tile.
• Expand Tile
This topic describes the systematic instructions to expand the tile.
• Add Tile
This topic describes the systematic instructions to add the tile.

1.4.1 Pagination
This topic describes about pagination.
The pagination displays the number of records on the bottom left corner of the selected view
screen. The number of pages appears depending on the records available. The user can
navigate to the first page, last page, previous page, or next page by using the number
options.

1.4.2 Mandatory and Optional Fields

This topic describes about mandatory and optional fields.
There are mandatory and optional fields available for any screen. The user can identify the
mandatory field with the asterisk (*) symbol. If the user tries to save the record without
providing all the mandatory fields, a red exclamation mark or an error appears against the
field to update the details.

1.4.3 Configure Tile

This topic describes the systematic instructions to configure the tile.
Specify User ID and Password, and login to Home screen.
1. On the Dashboard, click Configure Tile.
The Configure Dashboard Tile pop-up displays.

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Screen / Dashboard

Figure 1-14 Configure Dashboard Tile

2. On Configure Dashboard Tile, select the required options.

For more information on fields, refer to the field description table.

Table 1-6 Configure Dashboard Tile

Field Description
Insert or Remove the If selected, the user can remove the dashboard widget from
tile the dashboard-landing page.
Reorder the tile If selected, the user can rearrange the dashboard widget in the
dashboard-landing page.
Flipped If selected, the user can flip the dashboard widget for more
information.
Expanded If selected, the user can expand the dashboard widget in the
dashboard landing page.
Both flipped and If selected, the user can flip and expand the dashboard widget
expanded at the same in the dashboard landing page.
time
3. Click Close button to update the dashboard widget configuration.

1.4.4 Remove Tile

This topic describes the systematic instructions to remove the tile.
Specify User ID and Password, and login to Home screen.

• Click Remove to remove the dashboard widget from the landing page.

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Screen / Dashboard

The removed widgets are available under the Add Tiles option.

1.4.5 Reorder Tile

This topic describes the systematic instructions to reorder the tile.
Specify User ID and Password, and login to Home screen.

• Select and drag the Drag to Reorder to drop the dashboard widget at the desired place.
The page is automatically refreshed and displays the updated order.

1.4.6 Expand Tile

This topic describes the systematic instructions to expand the tile.
Specify User ID and Password, and login to Home screen.

• Click Expand Tile to view all the information of the dashboard widget.
The expanded widget appears on a complete row to view more information.

1.4.7 Add Tile

This topic describes the systematic instructions to add the tile.
Specify User ID and Password, and login to Home screen.
1. Click Add Tiles to Dashboard to add more available dashboard widget to the dashboard
landing page.
The Click on tiles to add them screen displays.

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Common Buttons

Figure 1-15 Click on tiles to add them

2. Click on the dashboard that the user wants to add to the dashboard-landing page.
The page is automatically refreshed and displays the added dashboard widget.

1.5 Common Buttons

This topic provides information about all the common buttons used in the application.
The list of common buttons are as follows.

Table 1-7 List of Buttons

Button Description
New Creates a new record for the selected screen.
Query View all the configured records for the selected screen.
Unlock Unlock the configured record for the selected screen.
Search Search the configured record and select the required record for
the selected screen.
Copy Copy the configured record, modify the details, and save with a
different name for the record.
Delete Remove the configured record for the selected screen.
Reopen Reopens a closed record for the selected screen.
Close Closes the configured record for the selected screen.
Print Print view the configured record for the selected screen.

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Table 1-7 (Cont.) List of Buttons

Button Description
Authorize Authorize the configured record for the selected screen.
Collapse Minimises the opened screen to the bottom left corner of the
screen.
Remove Closes the opened screen.
Audit Check the history of the configured records for the selected
screen.
Save Save the configured record for the selected scree
Cancel Discard the configured record before saving it.
+ Add a row in the grid to provide the required record for the
selected screen.
- Remove a row in the grid for the selected screen.
> Select a record and move it to the required selected list grid.
< Select a record and move it back to the available list grid.
>| Move all the available list of records to the selected list of grid.
|< Move back all the selected list of records to the available list of
grid.

1.6 Common Fields

This topic provides information about all the common fields used in the application.
The list of common fields are as follows.

Table 1-8 Common Fields

Fields Description
Branch Code The user can select a configured branch code which the user wants to
associate with the selected screen.
Maker Displays the name of the logged in user who created the record.
Customer Number The user can select a configured customer number which the user
wants to associate with the selected screen. The user can configure
the customer number using the Create External Customer screen.
Account Number The user can select a configured account number which the user wants
to associate with the selected screen. The user can configure the
account number using the Create External Customer Account
screen.
Source System The user can select a configured source system which the user wants
to associate with the selected screen. The user can configure the
source system using the Create Upload Source screen.
Host Code The user can select a configured host code which the user wants to
associate with the selected screen. The user can configure the host
code using the Create Host Code screen.
Currency The user can select a configured currency which the user wants to
associate with the selected screen. The user can configure the
currency using the Create Currency Definition screen.

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Table 1-8 (Cont.) Common Fields

Fields Description
Status Displays the status of the record:
• Authorized: The record is verified and authorized.
• Unauthorized: The record is not verified.
• Open: The record is open and waiting for verification.
• Locked: The record is locked.
• Closed: The record is closed.

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Index
A M
Access Application, 1-1 Maintenance Screen, 1-6
Access the Records, 1-8 Mandatory and Optional Fields, 1-17
Add Tile, 1-19 Minimize and Maximize the Records, 1-15
Application Environment, 1-3
Audit the Records, 1-16
Authorize the Records, 1-15
P
Pagination, 1-17
C Print the Records, 1-14

Close the Records, 1-16

Common Buttons, 1-20
R
Common Fields, 1-21 Refresh the Records, 1-12
Configure Tile, 1-17 Remove Tile, 1-18
Copy the Records, 1-13 Reopen the Records, 1-14
Create / Configure the Records, 1-13 Reorder Tile, 1-19

D S
Dashboard, 1-4 Screen / Dashboard, 1-16
Delete the Records, 1-14 Screen Environment, 1-4
Search the Records, 1-12
E Sign In, 1-1
Sign Out, 1-2
Edit the Records, 1-13 Summary Screen, 1-5
Expand Tile, 1-19
T
F
Tile View, 1-8
Flip View, 1-11 Tile View with Context Menu, 1-9

H U
How to’s, 1-7 Unlock the Records, 1-13

L V
List View, 1-10 View the Records, 1-8

Index-1