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## Index

A B C D E F G I J L M N O P R S T U V W

## A

- Account Aggregation 35
- Add External Bank 35.1.2
- Adhoc Reports 55.1
- Admin Approval Rules – Create 13.2.2.3
- Admin Approval Rules - Edit 13.2.2.4
- Admin Approval Rules – View 13.2.2.2
- Administrative Approver Transactions 1.3
- Administrative Maker Transactions 1.2
- Admin Workflow Management – Create 13.1.2.3
- Admin Workflow Management - Edit 13.1.2.4
- Admin Workflow Management – Search 13.1.2.1
- Alerts 59.2
- Alerts Templates 33
- All Transactions 16.3.3
- API Consumption - Adhoc Report 55.3.1
- API Consumption Report 55.3
- API Consumption - Schedule Reports 55.3.2
- API Key 31.2
- Approval Rule – Create 14.9.4
- Approval Rule Report 55.6
- Approval Rule Report - Adhoc Report 55.12.1
- Approval Rule Report - Adhoc Reports 55.6.1
- Approval Rules 13.2
- Approval Rules - Admin User 13.2.2
- Approval Rules - Edit 14.9.3
- Approval Rules - Retail & Business User 13.2.3
- Approval Rules – Retail & Business User – Rule Summary 13.2.3.3
- Approval Rules – Retail & Business User - Search 13.2.3.1
- Approval Rules – Retail & Business User - View 13.2.3.4
- Approval Rules - Schedule Reports 55.6.2
- Approval Rules – Select User Type 13.2.1
- Approval Rules – Summary 14.9.1
- Approval Rules - View 14.9.2
- Approvals 13
- Approval Workflow - Admin User - Workflow Management 13.1.2
- Approval Workflow - Retail & Business User - Workflow Management 13.1.3
- Approval Workflow – Select User Type 13.1.1
- Approve or Reject Service Requests (created using Service Request Form Builder) 48.3.1
- Approve or Reject Service Requests (For Service Requests available out of the box) 48.2.1
- ATM / Branch Maintenance 20
- ATM/ Branch Maintenance - Add 20.2
- ATM/ Branch Maintenance - Delete 20.4
- ATM/ Branch Maintenance - Edit 20.3
- ATM/ Branch Maintenance - Search 20.1
- Audit Log 43
- Authentication 29
- Authentication - Create 29.3
- Authentication - Edit 29.2
- Authentication - View 29.1

## B

- Brand Mapping Search 38.2.1
- Bundle Application 15.3

## C

- Change Password 60.2
- Comments 14.1.2
- Copy Terms and Conditions 52.4
- Create Alert Template 33.2
- Create Application Role 26.4
- Create Mapping 38.2.2, 39.8.1
- Create Terms and Conditions 52.2

## D

- Dashboard 1
- Dashboard Mapping – Summary 39.8
- Dashboard Overview 39
- Dashboard Overview – Clone 39.6
- Dashboard Overview – Create 39.3
- Dashboard Overview – Delete 39.7
- Dashboard Overview – Design – Create Administrator Template 39.4
- Dashboard Overview – Edit 39.5
- Dashboard Overview– Summary 39.1
- Dashboard Overview – View 39.2
- Delete Alert Template 33.4
- Delete Application Role 26.3
- Deleted Mail 59.1.4
- Delete External Bank's Details 35.1.4
- Delete Mapping 38.2.3, 39.8.2
- Delete Schedule Reports 55.2.3
- Delete Terms and Conditions 52.5

## E

- Edit Application Role 26.2
- Edit Custom Workflow 15.2.1, 15.3.2
- Edit Schedule Reports 55.2.2
- Edit Templates 50.2
- Edit Terms and Conditions 52.3
- Entitlements 27
- Entitlements - View 27.1
- EPI Payment Reconciliation - Adhoc Report 55.4.1
- EPI Payment Reconciliation Report 55.4
- EPI Payment Reconciliation – Schedule Report 55.4.2
- Events Data
- Experience Builder 38, 38.1
- Experience Builder - Create 38.1.1
- External Bank Maintenance 35.1

## F

- FAQ 2.4, 3.5, 4.5, 5.4, 6.6, 7.3, 8.5, 13.1.4, 13.2.3.5, 14.11, 15.4, 16.2, 17.1, 18.1, 20.5, 21.4, 22.3, 23.4, 25.4, 28.4, 29.4, 30.4, 32.4, 33.5, 34.5, 39.9, 40.3, 41.5, 42.5, 43.2, 44.2, 44.4, 45.4, 46.3, 47.3, 53.3, 56.3, 58.1, 59.4, 61.1
- FATCA & CRS Declaration - Adhoc Report 55.5.1
- FATCA & CRS Declaration Report 55.5
- FATCA & CRS Declaration - Schedule Reports 55.5.2
- Feedback 16
- Feedback Analytics 16.3
- Feedback Template Maintenance 16.1
- Feedback Template Maintenance - Create 16.1.3
- Feedback Template Maintenance - Edit 16.1.2
- Feedback Template Maintenance - Search 16.1.1
- File Identifier Maintenance 44.1
- File Identifier Maintenance - Administrator User - Create 44.1.3
- File Identifier Maintenance - Administrator User – Edit 44.1.4
- File Identifier Maintenance - Administrator User – Summary 44.1.2
- File Identifier Maintenance - Corporate User - Create 44.1.6
- File Identifier Maintenance - Corporate User – Edit 44.1.7
- File Identifier Maintenance - Corporate User – Search and View 44.1.5
- File Identifier Maintenance – User Type Selection 44.1.1
- File Identifier wise Party User Mapping - Adhoc Report 55.7.1
- File Identifier wise Party User Mapping Report 55.7
- File Identifier wise Party User Mapping - Schedule Report 55.7.2
- File Upload 44
- First Time Login 18

## G

- General Feedback 16.3.4
- Goal Category - Create 37.2
- Goal Category - Edit 37.3
- Goal Category Maintenance 37
- Goal Category - Search 37.1
- Goal Category - View 37.1.1
- Group Corporate Alerts Subscription 47
- Group Corporate Alerts Subscription - Search 47.1
- Group Corporate Onboarding 14
- Group Corporate Onboarding – Search Corporate 14.1
- Group Corporate Profiling - Create 14.2.1
- Group Corporate Profiling - Edit 14.2.3
- Group Corporate Profiling - View 14.2.2

## I

- Inbox 59.1.1
- Individual Transactions 16.3.2

## J

- JWT Encryption Key 31.3

## L

- Limit Package Management 6
- Limit Package Management - Clone 6.4
- Limit Package Management - Create 6.2
- Limit Package Management - Delete 6.5
- Limit Package Management - View 6.1
- Limits Definition 5
- Limits Definition - Create 5.2
- Limits Definition - Delete Limit 5.3
- Limits Definition - View 5.1

## M

- Mailbox 59
- Mailers 34
- Mailers - Create 34.2
- Mailers - Delete 34.4
- Mailers - Search and View 34.1
- Mails 59.1
- Manage Brand - Delete 38.1.4
- Manage Brand - Edit 38.1.3
- Manage Brand - View 38.1.2
- Manage DND Alerts 63
- Mapping 38.2
- Merchant Management 4
- Merchant Management – Collect Funds 4.3
- Merchant Management – Collect Funds – Create Merchant 4.3.2
- Merchant Management – Collect Funds – Edit 4.3.3
- Merchant Management – Collect Funds – View 4.3.1
- Merchant Management - Delete 4.4
- Merchant Management – Funds Out 4.2
- Merchant Management – Funds Out – Create Merchant 4.2.2
- Merchant Management – Funds Out – Edit 4.2.3
- Merchant Management – Funds Out – View 4.2.1
- Merchant Management – Search 4.1
- My Reports 56
- My Reports - Adhoc 56.1
- My Reports - Scheduled 56.2

## N

- Network Purpose Code Mapping 49
- Notifications 59.3

## O

- Origination Workflow Configuration 15

## P

- Party Account Access 9
- Party Account Access – Create 14.3.1
- Party Account Access - Delete 9.4
- Party Account Access- Delete 14.3.4
- Party Account Access - Edit 9.3
- Party Account Access- Edit 14.3.3
- Party Account Access - Mapping (Create) 9.1
- Party Account Access - View 14.3.2
- Party Preferences 3
- Party Preferences - Create 3.2
- Party Preferences - Edit 3.4
- Party Preferences- Search 3.1
- Party Preferences - View 3.3
- Party Resource Access 11
- Party Resource Access - Delete 11.4
- Party Resource Access - Edit 11.3
- Party Resource Access - Mapping (Create) 11.1
- Party Resource Access- View 11.2
- Party User wise File Identifiers Mapping - Adhoc Report 55.8.1
- Party User wise File Identifiers Mapping Report 55.8
- Party User wise File Identifiers Mapping - Schedule Reports 55.8.2
- Party wise File Identifiers Mapping - Adhoc Report 55.9.1
- Party wise File Identifiers Mapping Report 55.9
- Party wise File Identifiers Mapping - Schedule Reports 55.9.2
- Party wise Payee Maintenance - Adhoc Report 55.10.1
- Party wise Payee Maintenance Report 55.10
- Party wise Payee Maintenance - Schedule Reports 55.10.2
- Password Encryption and Decryption with Public and Private Key Pairs 31.1
- Payee Restriction Setup 23
- Payee Restriction Setup - Create 23.3
- Payee Restriction Setup - Edit 23.2
- Payee Restriction Setup - View 23.1
- Product Maintenance 21
- Product Maintenance - Create 21.3
- Product Maintenance - Edit 21.2
- Product Maintenance - View 21.1
- Profile 61

## R

- Ready to Submit 14.1.3
- Relationship Maintenance 40
- Relationship Mapping 40.1
- Relationship Mapping Maintenance - Edit 40.1.2
- Relationship Mapping Maintenance - View 40.1.1
- Relationship Matrix 40.2
- Relationship Matrix Maintenance - Edit 40.2.2
- Relationship Matrix Maintenance - View 40.2.1
- Report Generation 55
- Reports 54
- Request Processing 48
- Request Processing - Summary 48.1
- Resource Bundle Maintenance 51
- Resource Bundle Maintenance - Edit 51.2
- Resource Bundle Maintenance - Search & View 51.1
- Retail & Business Approval Rules – Create 13.2.3.2
- Retail & Business Workflow Management - Edit 13.1.3.4
- Retail & Business Workflow Management – Summary 13.1.3.1
- Retail & Business Workflow Management – View 13.1.3.2
- Role Maintenance 26

## S

- Schedule Reports 55.2
- Search & View Application Role 26.1
- Search and View External Bank's Details 35.1.1
- Search Audit Details 43.1
- Security Keys 31
- Security Questions Maintenance 30
- Security Questions Maintenance - Create 30.3
- Security Questions Maintenance - Edit 30.2
- Security Settings 60
- Send to Modify 14.10
- Sent Mail 59.1.2
- Sent Mail - Details 59.1.3
- Service Request Details (For Service Requests available out of the box) 48.2
- Service Request Details (Requests created using Service Request-Form Builder) 48.3
- Session Summary 62
- Set Security Question 60.1
- Single Product Application 15.2
- Spend Category 36
- Spend Category - Create 36.2
- Spend Category - Edit 36.3
- Spend Category - Search 36.1
- Spend Category - View 36.1.1
- Step 1: Group Corporate Profiling 14.2
- Step 2: Party Account Access 14.3
- Step 3: User Onboarding 14.4
- Step 4: User Group Maintenance 14.5
- Step 5: User Account Access 14.6
- Step 6: Report Mapping 14.7
- Step 7: Workflow Management 14.8
- Step 8: Approval Rules 14.9
- Subscribe/ Unsubscribe Alerts 46.2, 47.2
- System Administrative Transactions 1.1
- System Rules 17

## T

- Template Maintenance 50
- Terms and Conditions Maintenance 52
- Terms and Conditions - Search and View 52.1
- Terms and Conditions - View 52.1.1
- Timer Maintenance 53
- Top Three and Bottom Three Transactions 16.3.1
- Touch Point Group Maintenance 25
- Touch Point Group Maintenance - Edit 25.2
- Touch Point Group Maintenance - View 25.1
- Touch Point Maintenance 24
- Touch Point Maintenance - Create 24.3
- Touch Point Maintenance - View 24.1
- Transaction Blackout 41
- Transaction Blackout - Create 41.2
- Transaction Blackout - Delete 41.4
- Transaction Blackout - Edit 41.3
- Transaction Blackout - Search 41.1
- Transaction Group Maintenance 8
- Transaction Group Maintenance - Delete 8.4
- Transaction Group Maintenance - Edit 8.3
- Transaction Working Window - Create 42.2
- Transaction Working Window - Delete 42.4
- Transaction Working Window - Edit 42.3
- Transaction Working Window - Search 42.1

## U

- Update Alert Template 33.3
- Update External Bank's Details 35.1.3
- Update Timer 53.2
- Update Transaction Aspects 19.2
- User Account Access 10
- User Account Access – Create 14.6.1
- User Account Access - Delete 10.4
- User Account Access – Delete 14.6.4
- User Account Access - Edit 10.3
- User Account Access – Edit 14.6.3
- User Account Access - Mapping (Create) 10.1
- User Account Access – View 14.6.2
- User Account Access- View 10.2
- User Alerts Subscription 46
- User Alerts Subscription - Search 46.1
- User Entitlement Report 55.14
- User Entitlement Report- Adhoc Report 55.14.1
- User File Identifier Mapping 44.3
- User File Identifier Mapping – Administrator - Create 44.3.3
- User File Identifier Mapping – Administrator - Edit 44.3.4
- User File Identifier Mapping – Administrator - Search 44.3.2
- User File Identifier Mapping - Corporate User - Create 44.3.6
- User File Identifier Mapping - Corporate User - Edit 44.3.7
- User File Identifier Mapping - Corporate User - Search 44.3.5
- User File Identifier Mapping – User Type Selection 44.3.1
- User Group Management 45
- User Groups – Admin User 45.2
- User Groups - Admin User – Create 45.2.1
- User Groups - Admin User – Edit Group 45.2.3
- User Groups - Admin User – Search Summary 45.2.2
- User Groups – Create 14.5.1
- User Groups – Edit 14.5.3
- User Groups – Retail & Business User 45.3
- User Groups - Retail & Business User – Create 45.3.2
- User Groups - Retail & Business User – Edit Group 45.3.3
- User Groups - Retail & Business User – Group Summary 45.3.4
- User Groups - Retail & Business User – Search Party 45.3.1
- User Groups – Select User Type 45.1
- User Groups – Summary & View 14.5.2
- User Group - Subject Mapping 32
- User Group - Subject Mapping - Create 32.2
- User Group - Subject Mapping - Modify 32.3
- User Group - Subject Mapping - Search 32.1
- User Helpdesk 58
- User Limits 7
- User Limits - Edit 7.2
- User Limits - View 7.1
- User List Report 55.13
- User List Report - Adhoc Report 55.13.1
- User Management 2
- User Management - Create 2.1
- User Management - Edit 2.3
- User Management - Search and View 2.2
- User Profile - Edit 22.2
- User Profile Maintenance 22
- User Profile - View 22.1
- User Report Mapping 57
- User Report Mapping - Administrator User 57.2
- User Report Mapping - Create 14.7.2, 57.2.1, 57.3.2
- User Report Mapping - Edit 14.7.3, 57.2.3, 57.3.3
- User Report Mapping – Retail and Business User 57.3
- User Report Mapping - Search 57.2.2, 57.3.1
- User Report Mapping – Search & View 14.7.1
- User Report Mapping – Select User Type 57.1
- User Resource Access 12
- User Resource Access - Delete 12.4
- User Resource Access - Edit 12.3
- User Resource Access - Mapping (Create) 12.1
- User Resource Access- Search 12.2
- User Security Question - Edit 60.1.2
- User Segment Maintenance 28
- User Segment Maintenance - Create 28.3
- User Segment Maintenance - Edit 28.2
- User Segment Maintenance - Search 28.1
- User Segment Summary - Adhoc Report 55.11.1
- User Segment Summary Report 55.11
- User Segment Summary - Schedule Reports 55.11.2

## V

- View Alert Template 33.1
- View Bundled Application Workflows 15.3.1
- View Linked Parties under Group Corporate 14.1.1
- View Scheduled Reports 55.2.1
- View Security Questions 30.1, 60.1.1
- View Templates 50.1
- View Timer 53.1
- View Transaction Aspects 19.1
- View Workflow for a Single Product Application 15.1

## W

- Workflow Management 13.1
- Workflow Management – Create 13.1.3.3, 14.8.3
- Workflow Management - Edit 14.8.4
- Workflow Management – Summary 14.8.1
- Workflow Management – View 13.1.2.2, 14.8.2
- Working Window 42