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## 1 Transaction Host Integration Matrix

This topic describes whether a pre-integrated host interface is available for the transactions or not.

Table 1-1 Legends

Legend Type | Description
--- | ---
NH | No Host Interface Required.
✓ | Pre integrated Host interface available.
X | Pre integrated Host interface not available.

Table 1-2 Corporate Bulk File Upload- Payments - Legends

Legend Type | Description
--- | ---
SDMC | Single Debit Multiple Credit – Single Accounting Entry on the Debit Account, provided the Payment Processor supports the same for that payment type.
MDMC | Multiple Debit Multiple Credit – Multiple Accounting Entries on the Debit Account.
SDSC | Single Debit Single Credit – Single or Multiple Accounting Entries on the Debit Account, both possible, provided the Payment Processor supports single accounting entry for that payment type. The Debit Account in all records needs to be the same account.

Table 1-3 Corporate Bulk File Upload- Payments - Transaction Host Integration Matrix

SR No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | --- | ---
1 | External Account Link/Delink | NH | NH | NH
2 | Dashboard – My Net worth | NH | ✓ | NH
3 | Dashboard – Account Summary | NH | ✓ | NH
4 | Dashboard – Recent Activity | NH | ✓ | NH
5 | Dashboard – Transfers | X | X | ✓

Table 1-4 Corporate Bulk File Upload – Bill Payments - Transaction Host Integration Matrix

SR No | Transaction / Function Name | Third Party | Oracle FLEXCUBE Core Banking11.10.0.0.0 | Oracle Banking Payment 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Uploaded Files - Bill Presentment | ✓ | X | X
2 | Uploaded Files Inquiry | ✓ | X | X
3 | File Approval by the approver | ✓ | X | X

Table 1-5 Corporate Bulk File Upload – Corporate Lending - Transaction Host Integration Matrix

Serial Number | Transaction Name/ Function Name | Oracle Banking Payments 14.7.0.0.0 | Oracle Banking Corporate Lending 14.7.0.0.0
--- | --- | --- | ---
1 | Uploaded Files Inquiry |  |
2 | File Approval by the approver | NH | NH
3 | Trade Loan Drawdown Template Creation | NH | NH
4 | Trade Loan Drawdown Creation | NH | NH

Table 1-6 Corporate Bulk File Upload – Trade Finance - Transaction Host Integration

SR No | Transaction / Function Name | Oracle Banking Trade Finance 14.8.0.0.0 | Oracle Banking Trade Finance Process Management 14.8.0.0.0
--- | --- | --- | ---
1 | Uploaded Files Inquiry | NH | NH
2 | File Approval by the approver | NH | NH
3 | LC Template Creation | NH | NH
4 | Beneficiary Creation | NH | NH

Table 1-7 Corporate File Upload - Virtual Account Management - Transaction Host Integration

S. No | Transaction / Function Name | Oracle Banking Virtual Account Management14.8.0.0.0
--- | --- | ---
1 | Virtual Account Creation | ✓
2 | Virtual Account Modification | ✓
3 | Virtual Account Closure | ✓
4 | Virtual Accounts Structure Creation | ✓
5 | Virtual Accounts Structure Modification | ✓
6 | Virtual Entity Creation | ✓
7 | Virtual Entity Modification | ✓
8 | Virtual Entity Closure | ✓
9 | Remittance ID Creation | ✓
10 | Add Special Rates | ✓
| Uploaded Files Inquiry | X
| File Approval by the approver | NH

Table 1-8 Corporate Accounts - Transaction Host Integration

SR No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.6.0.0.0
--- | --- | --- | ---
1 | Current And Savings Account Overview | ✓ | ✓
2 | Current And Savings Account Details | ✓ | ✓
3 | Current And Savings Account Details - Nickname updation | NH | NH
4 | Cheque Book Request | ✓ | NH
5 | Stop/ Unblock Cheque | ✓ | ✓
6 | Cheque Status Inquiry | ✓ | ✓
7 | Request Statement | ✓ | ✓
8 | Transactions | ✓ | ✓
9 | E-Statement | X | ✓
10 | Pre-Generated Statements | X | ✓

Table 1-9 Corporate Bill Payments - Transaction Host Integration

SR No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Pay Bills | ✓ | X | X
2 | Add Biller* | ✓ | X | X
3 | View Biller Details | ✓ | X | X
4 | Edit Biller | ✓ | X | X
5 | Delete Biller | ✓ | X | X
6 | Manage Billers* | ✓ | X | X
7 | Quick Bill Pay | ✓ | X | X
8 | Quick Recharge | ✓ | X | X
9 | Bill Payment History | ✓ | X | X

Note:

* The end to end connectivity for offline and online customer validation during Add Biller and related admin maintenances during the Create Biller transactions are not part of the OBDX out of the box product offering.

Table 1-10 Corporate Credit Cards - Transaction Host Integration

SR No | Transaction / Function Name | Third Party | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.5.0.0.0
--- | --- | --- | --- | ---
1 | Credit Card Widget | ✓ | X | X
2 | Credit Card Details | ✓ | X | X
3 | Credit Card - Nickname updation | NH | NH | NH
4 | Update Limits | ✓ | X | X
5 | Change Billing Cycle | ✓ | X | X
6 | Card Payment | ✓ | X | X
7 | Request PIN | ✓ | X | X
8 | Reset PIN | ✓ | X | X
9 | Block/Unblock Card | ✓ | X | X
10 | Cancel Card | ✓ | X | X
11 | Apply for Add-On Card | ✓ | X | X
12 | Auto Pay | ✓ | X | X
13 | Transactions | ✓ | X | X
14 | Transactions - E-statements | ✓ | X | X
15 | Transactions - Pre-generated Statements | ✓ | X | X
16 | Inactive Cards Details | ✓ | X | X
17 | Activate Card | ✓ | X | X
18 | View and Redeem Rewards Points | ✓ | X | X

Table 1-11 Corporate Customer Services - Transaction Host Integration

SR No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle FLEXCUBE Enterprise Limits and Collateral Management (ELCM) 14.8.0.0.0 | Oracle FLEXCUBE Supply Chain Management(SCF)/Cash Management (OBCM) 14.8.0.0.0
--- | --- | --- | --- | --- | ---
1 | First Time Login | NH | NH | NH | NH
2 | Forgot Password | NH | NH | NH | NH
3 | Session Summary | NH | NH | NH | NH
4 | My Profile | NH | NH | NH | NH
5 | E-Receipts | NH | NH | NH | NH
6 | Security Settings- Change Password | NH | NH | NH | NH
7 | Security Settings- Set Security Questions | NH | NH | NH | NH
8 | Themes | NH | NH | NH | NH
9 | Security Settings- Registered Device | NH | NH | NH | NH
10 | Security Question Authentication | NH | NH | NH | NH
11 | One Time Password Authentication | NH | NH | NH | NH
12 | Live Chat | NH | NH | NH | NH
13 | FATCA & CRS Form | X | X | NH | NH
14 | Mailbox- Mails (Without Interaction module) | NH | NH | NH | NH
15 | Mailbox- Mails (With Interaction module) | X | ✓ | NH | NH
16 | Mailbox- Alerts | NH | NH | NH | NH
17 | Mailbox-Notifications | NH | NH | NH | NH
18 | View Limits - Daily and Monthly | NH | NH | NH | NH
19 | Loan Installment Calculator | NH | NH | NH | NH
20 | Loan Eligibility Calculator | NH | NH | NH | NH
21 | Term Deposits Calculator | NH | NH | NH | NH
22 | Foreign Exchange Calculator - Fetch Currency Conversion/Exchange Rate | X | ✓ | NH | NH
23 | ATM / Branch Locator | NH | NH | NH | NH
24 | Leave Feedback | NH | NH | NH | NH
25 | Reports |  |  |  | NH
26 | Daily Balance Position Report | X | ✓ | NH | NH
27 | Partywise Payee Maintenance Report | NH | NH | NH | NH
28 | Partywise Pending Approval List Report | NH | NH | NH | NH
29 | Transaction Summary Report | X | ✓ | NH | NH
30 | Line Limit utilization widget | X | X | ✓ | NH
31 | Top Programs | X | X | X | ✓
32 | Invoice Timeline | X | X | X | ✓
33 | Finance Maturing | X | X | X | ✓
34 | Overdue Invoices | X | X | X | ✓
35 | Overdue Finances | X | X | X | ✓
36 | Quick Links | X | X | X | ✓
37 | Service Request – Track Request | NH | NH | NH | NH

Table 1-12 Corporate Foreign Exchange - Transaction Host Integration

SR No | Transaction / Function Name | Third Party System | Oracle FLEXCUBE Core Banking 11.10.0.0.0
--- | --- | --- | ---
1 | Initiate Forex Deal Booking- Spot/forward | ✓ | X
2 | Initiate Forex Deal Booking- Swap | ✓ | X
3 | View Forex Deal Booking- Spot/forward | ✓ | X
4 | View Forex Deal Booking-Swap | ✓ | X
5 | Usage of FX Deal in payments | ✓ | X

Table 1-13 Corporate Loans - Transaction Host Integration

SR No | Transaction/Function Name | Oracle FLEXCUBE Universal Banking 14.7.1.0.0 | Oracle Banking Corporate Lending (OBCL) 14.7.0.0.0
--- | --- | --- | ---
1 | Overview | - | -
- | Corporate Loan Overview | ✓ | ✓
- | Application Tracker (Integrated with Oracle Banking Corporate Lending Process Management (OBCLPM)) | X | X
- | Corporate Loan Summary | ✓ | ✓
- | Loans Maturing | X | ✓
- | Installments Due and Installment Payment | X | ✓
- | Quick Links | NH | NH
- | Loan Installment Calculator | X | X
- | Loan Eligibility Calculator | X | X
2 | Loan Details | ✓ | ✓
3 | Loan Details - Nickname updation | NH | NH
4 | Repayment | - | -
- | Repayment - With less than or more than installment amount (Integrated with OBCLPM) | ✓ | X
- | Repayment - With equal to the installment amount (Integrated with OBCLPM) | ✓ | X
| Full Repayment (Integrated with OBCLPM) | X | X
5 | Disbursement Inquiry | ✓ | ✓
6 | Schedule Inquiry | ✓ | ✓
7 | Rate Revision History | X | ✓
8 | Transactions | ✓ | ✓
9 | Transactions – Search filters | ✓ | X
10 | Repayment Simulation | X | ✓
11 | Messages | X | ✓
12 | Advices | X | ✓

Table 1-14 Corporate Payments - Transaction Host Integration

SR No | Transaction / Function Name | Oracle Banking Payments 14.8.0.0.0
--- | --- | ---
1 | Payments Dashboard Widgets |
| Quick Payments | NH
| Summary of Payments | ✓
| Favourites | NH
| My Initiated Payments | NH
| Recent Payments | ✓
| Saved Drafts | NH
2 | Make Payment |
| My Accounts (Pay Now, Pay Later, Recurring) | ✓
| Within Bank Account (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – India: NEFT (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – India: RTGS (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – India: IMPS (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – SEPA: Credit Transfer (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – SEPA: Instant Transfer (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – US: Saved Payee and New (Pay Now, Pay Later, Recurring) | X
| Cross Border Transfer (Saved Payee and New)** (Pay Now, Pay Later, Recurring) | ✓
| Cross Border Transfer – Low Value Payments (Saved Payee and New) (Pay Now, Pay Later) | ✓
| Save as Favourite | NH
| Save as Draft | NH
3 | Multiple Transfers |
| Within Bank Account | ✓
| Domestic Payments – India: NEFT | X
| Domestic Payments – India: RTGS | X
| Domestic Payments – India: IMPS | X
| Domestic Payments – SEPA: Credit Transfer | ✓
| Domestic Payments – SEPA: Instant Transfer | ✓
| Cross Border Transfer | ✓
4 | Manage Payees |
| Within Bank Payees* | ✓
| Domestic Payees* | ✓
| Cross Border Payees* | ✓
| Domestic Demand Draft Payees* | ✓
| Cross Border Demand Draft Payees* | ✓
| Payee User Mapping | NH
5 | Issue Demand Draft |
| Domestic (Pay Now, Pay Later) | ✓
| Cross Border (Pay Now, Pay Later) | ✓
6 | Inquiries |
| Incoming Payments | ✓
| Outgoing Payments | ✓
| Recurring Payments | ✓
| UETR Status Inquiry | ✓
7 | Payment Cancellation |
| Own Accounts | ✓
| Within Bank Account | ✓
| Cross Border - SWIFT | ✓
8 | MT101 Instruction |
| Crete MT101 Instruction | ✓
| MT101 Inquiry | ✓
| Add External Accounts | ✓
| Create Inbound Agreement | ✓
| Create Outbound Agreement | ✓
| Inbound Agreement Inquiry | ✓
| Outbound Agreement Inquiry | ✓
9 | Positive Pay | ✓

* Host integration is required only to validate information captured as part of payee details. Payee information is not stored in the host system.

** Recurring payment is only qualified for SWIFT based bank payees.

Table 1-15 Corporate Term Deposit - Transaction Host Integration

SR No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview | ✓ | ✓
2 | New Term Deposit | ✓ | ✓
3 | New Term Deposit (Maturity Instruction) |  |
| With Maturity Instruction as Close on maturity | ✓ | ✓
| With Maturity Instruction as Renew Interest and Principal | ✓ | ✓
| With Maturity Instruction as Renew Principal and Pay Out the Interest | ✓ | ✓
| With Maturity Instruction as Renew Special Amount and Pay Out the remaining amount | X | ✓
4 | New Term Deposit (Payout Instruction) |  |
| With payout instructions - Pay to own account | ✓ | ✓
| With payout instructions - Pay to internal account | X | ✓
| With payout instructions - Pay to domestic bank account | X | X
| With payout instructions - Pay to international bank account | X | X
5 | Term Deposit Details | ✓ | ✓
6 | Deposit Details - Nickname updation | NH | NH
7 | Edit Maturity Instructions |  |
| With Maturity Instruction as Close on maturity | ✓ | ✓
| With Maturity Instruction as Renew Interest And Principal | ✓ | ✓
| With Maturity Instruction as Renew Principal and Pay Out the Interest | ✓ | ✓
| With Maturity Instruction as Renew Special Amount and Pay Out the remaining amount | X | ✓
8 | Edit Payout Instruction |  |
| With payout instructions - Pay to own account | ✓ | ✓
| With payout instructions - Pay to internal account | X | ✓
| With payout instructions - Pay to domestic bank account | X | X
| With payout instructions - Pay to international bank account | X | X
9 | Top Up | X | ✓
10 | Redeem Term Deposit to own account | ✓ | ✓
11 | Redeem Term Deposit to internal account | X | ✓
12 | Redeem Term Deposit to domestic account | X | X
13 | Redeem Term Deposit to international account | X | X
14 | Transactions | ✓ | ✓
15 | Transactions- Request Statement | X | ✓
16 | Transactions- Pre-Generated Statement | X | ✓

Table 1-16 Corporate Cash Management - Transaction Host Integration

SR No | Transaction / Function Name | Oracle Banking Cash Management 14.8.0.0.0
--- | --- | ---
1 | Cash Flow Forecasting |
| Cash flow Forecasting | ✓
| Cash flow Summary | ✓
2 | Expected Cash Flow |
| Create Expected Cash Flow | ✓
| View/Edit Expected Cash Flow | ✓
3 | Collections |
| Create Cash Deposits | ✓
| View Cash Deposits | ✓
| Create Cheque Deposits | ✓
| View Cheque Deposits | ✓
| Create Cash Withdrawal | ✓
| View Cash Withdrawal | ✓
| View Pickup/Delivery Points | ✓
4 | Netting |
| Accept / Reject Netting | ✓
| View / Edit Netting Structure | ✓
| Netting Inquiry | ✓
| Pay Out Netting | ✓

Table 1-17 Corporate Supply Chain Finance - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle Banking Supply Chain Finance 14.5.4.0.0
--- | --- | ---
1 | Overview | ✓
2 | Create Program | ✓
3 | View Program | ✓
4 | Edit Program | ✓
5 | Link Receivables/Payables to Program | ✓
6 | Request Finance | ✓
7 | View Finance | ✓
8 | Repayment of Finance | ✓
9 | View Limits | ✓
10 | Transaction Tracker | ✓

Table 1-18 Corporate Trade Finance - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle Banking Trade Finance 14.8.0.0.0 | Oracle Banking Trade Finance Process Management 14.8.0.0.0*
--- | --- | --- | ---
1 | Initiate LC | X | ✓
2 | Initiate Import LC Amendment | X | ✓
3 | View Import LC | ✓ | X
4 | View Import Bill | ✓ | X
5 | Bill Discrepancy Acceptance | X | ✓
5 | Modify Import Bills | X | ✓
6 | Settlement of Bills | X | ✓
7 | View Export LC | ✓ | X
8 | LC Amendment Acceptance | X | ✓
9 | Initiate Bills | X | ✓
10 | View Export Bill | ✓ | X
11 | View Import Collection | ✓ | X
12 | Initiate Collection | X | ✓
13 | View Export Collection | ✓ | X
14 | View Inward Guarantee | ✓ | X
15 | Settlement of Collections | X | ✓
16 | Modify Collection | X | ✓
17 | Guarantee Amendment Acceptance | X | ✓
18 | Initiate Bank Guarantee | X | ✓
19 | Amend Bank Guarantee | X | ✓
20 | View Outward Guarantee | ✓ | X
21 | Bank Guarantee Islamic Settlement | X | ✓
22 | Initiate Shipping Guarantee | X | ✓
23 | View Shipping Guarantee | ✓ | X
24 | Other Party Maintenance | NH | NH
25 | Additional Condition Maintenance | NH | NH
26 | Application Tracker | X | ✓
27 | Document and Clause Maintenance | NH | NH
28 | Assignee Maintenance | NH | NH
29 | Initiate Transfer LC | X | ✓
30 | Amend Transfer LC | X | ✓
31 | View Transfer LC | ✓ | X
32 | Cancel Transfer Letter of Credit | X | ✓
33 | Assignment of proceeds | X | ✓
34 | Claim Lodgement | X | ✓
35 | Initiate Back to Back LC | X | ✓
36 | View Back to Back LC | ✓ | X

Table 1-19 Corporate Trade Finance Islamic - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle Banking Trade Finance 14.8.0.0.0 | Oracle Banking Trade Finance Process Management 14.8.0.0.0*
--- | --- | --- | ---
1 | Initiate LC | X | ✓
2 | Initiate Import LC Amendment | X | ✓
3 | View Import LC | ✓ | X
4 | View Import Bill | ✓ | X
5 | Bill Discrepancy Acceptance | X | ✓
5 | Modify Import Bills | X | ✓
6 | Settlement of Bills | X | ✓
7 | View Export LC | ✓ | X
8 | LC Amendment Acceptance | X | ✓
9 | Initiate Bills | X | ✓
10 | View Export Bill | ✓ | X
11 | View Import Collection | ✓ | X
12 | Initiate Collection | X | ✓
13 | View Export Collection | ✓ | X
14 | View Inward Guarantee | ✓ | X
15 | Settlement of Collections | X | ✓
16 | Modify Collection | X | ✓
17 | Guarantee Amendment Acceptance | X | ✓
18 | Initiate Bank Guarantee | X | ✓
19 | Amend Bank Guarantee | X | ✓
20 | View Outward Guarantee | ✓ | X
21 | Bank Guarantee Islamic Settlement | X | ✓
22 | Initiate Shipping Guarantee | X | ✓
23 | View Shipping Guarantee | ✓ | X
24 | Other Party Maintenance | NH | NH
25 | Additional Condition Maintenance | NH | NH
26 | Application Tracker | X | ✓
27 | Document and Clause Maintenance | NH | NH
28 | Assignee Maintenance | NH | NH
29 | Initiate Transfer LC | X | ✓
30 | Amend Transfer LC | X | ✓
31 | View Transfer LC | ✓ | X
32 | Cancel Transfer Letter of Credit | X | ✓
33 | Assignment of proceeds | X | ✓
34 | Claim Lodgement | X | ✓
35 | Initiate Back to Back LC | X | ✓
36 | View Back to Back LC | ✓ | X

Table 1-20 Credit Facility Servicing - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Enterprise Limits and Collateral Management (ELCM) 14.8.0.0.0
--- | --- | ---
1 | Overview (Dashboard) | ✓
2 | Facility Summary | ✓
3 | Credit Facility Details | ✓
4 | Collateral Summary | ✓
5 | Collateral Details | ✓

Table 1-21 Liquidity Management - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Enterprise Limits and Collateral Management (ELCM) 14.8.0.0.0
--- | --- | ---
1 | Liquidity Management - Overview | ✓
2 | Account Structures | ✓
3 | Create Account Structure | ✓
4 | View Account Structure | ✓
5 | Edit Account Structure | ✓
6 | Ad hoc Execution of Account Structure | ✓
7 | Pause Account Structure | ✓
8 | Copy Account Structure | ✓
9 | Simulation Structure | ✓
10 | Create Structure Simulation | ✓
11 | View Structure Simulation | ✓
12 | Edit Structure Simulation | ✓
13 | Intercompany Loan | ✓
14 | Sweep Monitor | ✓
15 | Pool Monitor | ✓
16 | Hybrid Monitor | ✓
17 | Charges Inquiry | ✓
18 | Mobile Touch Point | ✓

Table 1-22 Receivables/Payables Management - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle Banking Supply Chain Finance 14.8.0.0.0 | Oracle Banking Cash Management System 14.8.0.0.0
--- | --- | --- | ---
1 | Associated Party Management |  |
| On-board Associated Party | ✓ | ✓
| View Associated Parties | ✓ | ✓
2 | Receivables/Payables Management |  |
| Create Invoice – online entry | ✓ | ✓
| Create Invoice – bulk file upload | ✓ | ✓
| Create Invoice – invoice image upload | ✓ | ✓
| View Invoice | ✓ | ✓
| Save Invoice as Template | NH | NH
| Delete Invoice Template | NH | NH
| Discount Offer Application | ✓ | ✓
| Debit Notes |  |
| Create Debit Note – online entry | ✓ | ✓
| Create Debit Note – bulk file upload | ✓ | ✓
| View Debit Note | ✓ | ✓
| Save Debit Note as Template | NH | NH
| Delete Debit Note Template | NH | NH
| Discount Offer Application | ✓ | ✓
| Manage Receivables/Payables |  |
| Invoices and Debit Notes - Accept, Edit, Cancel, Raise Dispute, Resolve Dispute, Assignment | ✓ | ✓
| Discount Offer – Accept/Reject | ✓ | ✓
| Credit Notes |  |
| Create Credit Note – online entry | ✓ | ✓
| Create Credit Note – bulk file upload | ✓ | ✓
| View Credit Note | ✓ | ✓
| Save Credit Note as Template | NH | NH
| Delete Credit Note Template | NH | NH
3 | Purchase Order Management |  |
| Create Purchase Order – online entry | ✓ | ✓
| Create Purchase Order – bulk file upload | ✓ | ✓
| Create Purchase Order – purchase order image upload | ✓ | ✓
| View Purchase Order | ✓ | ✓
| Edit Purchase Order | ✓ | ✓
| Accept/Reject Purchase Order | ✓ | ✓
| Cancel Purchase Order | ✓ | ✓
| Save Purchase Order as Template | NH | NH
| Delete Purchase Order Template | NH | NH
4 | Reconciliation |  |
| Create Reconciliation Rule | ✓ | ✓
| View/Edit Reconciliation Rule | ✓ | ✓
| Manual Reconciliation | ✓ | ✓
| Invoice with Payments Reconciliation | ✓ | ✓
| Invoice with Credit Notes Reconciliation | ✓ | ✓
| Debit Note with Payments Reconciliation | ✓ | ✓
| Debit Note with Credit Notes Reconciliation | ✓ | ✓
| Cash Flow – Payment Reconciliation | NH | ✓
| View Payments | ✓ | ✓
| Bulk Upload of Payments | ✓ | ✓
5 | De-Reconciliation |  |
| Invoice – Payment De-reconciliation | ✓ | ✓
| Cash Flow – Payment De-reconciliation | NH | ✓
6 | Allocation |  |
| Create Allocation Rule | ✓ | ✓
| View/Edit Allocation Rule | ✓ | ✓
| Manual Allocation | ✓ | ✓
7 | Dynamic Discounting |  |
| Create Discount Offer | ✓ | X
| View Discount Offers | ✓ | X

Table 1-23 Virtual Account Management - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle Banking Virtual Account Management14.8.0.0.0
--- | --- | ---
1 | Virtual Entity Creation and Maintenance | ✓
2 | Virtual Account Creation and Maintenance | ✓
3 | Virtual Accounts Structure Creation and Maintenance | ✓
4 | Remittance ID Creation and Maintenance | ✓
5 | Virtual Identifier Transaction Inquiry | ✓
6 | Virtual Multi-Currency Account Creation and Maintenance | ✓
7 | Internal Credit Line creation and maintenance | ✓
8 | Create Internal Credit Line Linkage and maintenance | ✓
9 | Special Rate Maintenance | ✓
10 | General Rate Maintenance | ✓
11 | Move Money | ✓
12 | Transaction Inquiry | ✓
13 | Pre-Generated Statement | ✓
14 | Ad hoc Statement | ✓
15 | Charges Inquiry | ✓
16 | Mobile Touch Point | ✓

Table 1-24 Islamic Banking – Corporate Accounts - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | ---
1 | Saving and Current Accounts Widget | a
2 | Current And Savings Account Details (Except Accrued Interest and Average Balance) | a
3 | Current And Savings Account Details - Nickname updation | NH
4 | Cheque Book Request | NH
5 | Cheque Status Inquiry | a
6 | Stop/ Unblock Cheque | a
7 | Request Statement | a
8 | Transactions | a
9 | Transactions - E-Statements | a
10 | Transactions - Pre-Generated Statements | a

Table 1-25 Islamic Banking – Corporate Islamic Finance - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Loans and Finances Widget | X | ✓
2 | Overview |  |
| Loans and Finances Overview | X | ✓
| Loans and Finances Application Tracker | X | X
| Loans and Finances Account Summary | X | ✓
| Installments Due | X | ✓
| Quick Links | NH | NH
| Loans and Finances Installment Calculator | NH | NH
| Loans and Finances Eligibility Calculator | NH | NH
3 | Loans and Finances Details | X | ✓
4 | Loans and Finances Details - Nickname updation | NH | NH
5 | Disbursement Inquiry | X | ✓
6 | Schedule Inquiry | X | ✓
7 | Rate Revision History | X | X
8 | Loans and Finances Repayment | X | ✓
9 | Transactions | X | ✓

Table 1-26 Islamic Banking – Corporate Term Deposit - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview | Ñ | ✓
2 | New Term Deposit (Single holder) | Ñ | ✓
3 | New Term Deposit (Maturity Instruction)- |  |
| New Term Deposit (Maturity Instruction)-Close on maturity | Ñ | ✓
| New Term Deposit (Maturity Instruction)-Renew profit and Principal | Ñ | ✓
| New Term Deposit (Maturity Instruction)-Renew Principal and Pay Out the profit | Ñ | ✓
| New Term Deposit (Maturity Instruction)-Renew Special Amount and Pay Out the remaining amount | Ñ | ✓
| Calculate Maturity | Ñ | Ñ
4 | New Term Deposit (Payout Instruction) |  |
| New Term Deposit (Payout Instruction)-Pay to own account | Ñ | ✓
| New Term Deposit (Payout Instruction)-Pay to internal account | Ñ | ✓
| New Term Deposit (Payout Instruction)-Pay to domestic bank account | Ñ | Ñ
| New Term Deposit (Payout Instruction) – Pay To International Bank Account | Ñ | Ñ
5 | Term Deposit Details | Ñ | ✓
6 | Term Deposit Details - Nickname updation | NH | NH
7 | Edit Maturity Instructions |  |
| Edit Maturity Instructions-Close on maturity | Ñ | ✓
| Edit Maturity Instructions-Renew Profit And Principal | Ñ | ✓
| Edit Maturity Instructions-Renew Principal and Pay Out the Profit | Ñ | ✓
| Edit Maturity Instructions-Renew Special Amount and Pay Out the remaining amount | Ñ | ✓
8 | Redeem Term Deposit to own account | Ñ | ✓
9 | Redeem Term Deposit to internal account | Ñ | ✓
10 | Redeem Term Deposit to domestic account | Ñ | Ñ
11 | Redeem Term Deposit to International Account | Ñ | Ñ
12 | Transactions | Ñ | ✓
| Transactions– E-Statement | Ñ | ✓
| Transactions-Pre-Generated Statement | Ñ | ✓
13 | Request Statement | Ñ | ✓
14 | Top-Up | Ñ | Ñ
15 | Deposit Calculator | NH | NH

Table 1-27 Islamic Banking – Retail Accounts - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview Widget | X | ✓
2 | Current & Savings Accounts (Summary) | X | ✓
3 | Current & Savings Account Details (Except Accrued Interest and Average Balance) | X | ✓
4 | Current & Savings Account Details - Nickname updation | NH | NH
5 | Debit Cards | X | ✓
6 | New Debit Card | X | NH
7 | Debit Card Limits | X | ✓
8 | Debit Card - International Transactions check update | X | X
9 | Update Daily Limits | X | NH
10 | Block Card | NH | NH
11 | Unblock Card | NH | NH
12 | Request PIN | NH | NH
13 | Reset PIN | NH | NH
14 | Reissue Card | NH | NH
15 | Upgrade Card | NH | NH
16 | Cheque Book Request | X | NH
17 | Cheque Status Inquiry | X | ✓
18 | Stop/ Unblock Cheque | X | ✓
19 | Transactions | X | ✓
20 | Transactions - E-statements Subscription | X | ✓
21 | Transactions - Request Statement | X | ✓
22 | Transactions - View Pre-generated Statement | X | ✓
23 | Inactive Accounts | X | ✓

Table 1-28 Islamic Banking – Retail Loan Finance - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Loans & Finances Widget | X | ✓
2 | Loans & Finances (Summary) | ✓ | ✓
3 | Loans & Finance Details | X | ✓
4 | Loans & Finances Details - Nickname updation | NH | NH
5 | Disbursement Inquiry | X | ✓
6 | Schedule Inquiry | X | ✓
7 | Repayment | X | ✓
8 | Transactions | X | ✓
9 | Closed Loans & finances | X | ✓
10 | Loan Installment Calculator | NH | NH
11 | Loan Eligibility Calculator | NH | NH

Table 1-29 Islamic Banking – Retail Term Deposits - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview Widget | X | ✓
2 | New Deposit | X | ✓
3 | New Deposit (Maturity Instruction) |  |
| New Deposit (Maturity Instruction)-Close on maturity | X | ✓
| New Deposit (Maturity Instruction)-Renew profit and Principal | X | ✓
| New Deposit (Maturity Instruction)-Renew Principal and Pay Out the profit | X | ✓
| New Deposit (Maturity Instruction)-Renew Special Amount and Pay Out the remaining amount | X | ✓
4 | New Deposit (Payout Instruction) |  |
| New Deposit (Payout Instruction)-Pay to own account | X | ✓
| New Deposit (Payout Instruction)-Pay to internal account | X | ✓
| New Deposit (Payout Instruction)-Pay to domestic bank account | X | X
| New Deposit (Payout Instruction)-Pay to International bank account | X | X
5 | Term Deposits Summary | X | ✓
6 | Deposit Details | X | ✓
7 | Deposit Details - Nickname updation | NH | NH
8 | Edit Maturity Instructions |  |
| Edit Maturity Instructions-Close on maturity | X | ✓
| Edit Maturity Instructions-Renew Profit And Principal | X | ✓
| Edit Maturity Instructions-Renew Principal and Pay Out the Profit | X | ✓
| Edit Maturity Instructions-Renew Special Amount and Pay Out the remaining amount | X | ✓
9 | Edit Payout Instruction |  |
| Edit Payout Instruction-Pay to own account | X | ✓
| Edit Payout Instruction-Pay to internal account | X | ✓
| Edit Payout Instruction-Pay to domestic bank account | X | X
| Edit Payout Instruction-Pay to International bank account | X | X
10 | Redemption to own account | X | ✓
11 | Redemption to internal account | X | ✓
12 | Redemption to domestic account | X | X
13 | View Statement | X | ✓
| View Statement – E-statement | X | ✓
| View Statement - Request Statement | X | ✓
| View Statement - Pre-generated Statement | X | ✓
14 | Request Statement | X | ✓
15 | Closed deposits | X | ✓
16 | Deposit Calculator | NH | NH

Table 1-30 Account Aggregation - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | --- | ---
Account Aggregation – Retail
1 | External Account Link/Delink | NH | NH | NH
2 | Dashboard – My Net worth | NH | ✓ | NH
3 | Dashboard – Account Summary | NH | ✓ | NH
4 | Dashboard – Recent Activity | NH | ✓ | NH
5 | Dashboard – Transfers | X | X | ✓

Table 1-31 Chatbot Banking - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle FLEXCUBE Universal Banking14.8.0.0.0 Oracle Banking Payments | Oracle Banking Corporate Loans14.8.0.0.0
--- | --- | --- | --- | --- | ---
Chatbot Mobile Banking
1 | View Account Balance | ✓ | ✓ | NH | NH
2 | Fund Transfer- Existing Payee | ✓ | X | ✓ | NH
3 | View Recent Transactions | ✓ | ✓ | NH | NH
4 | ATM / Branch Locator | NH | NH | NH | NH

Table 1-32 iMessage Payments - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
Payment Initiation
| Transfer Money - New Payee (Place a Hold on the Debit Account on Payment Initiation) | ✓ | ✓
| Transfer Money - New Payee (Debit the Account on payment initiation) | X | ✓
Claim Money
| New to Bank - Account Information - Internal Account | ✓ | ✓
| New to Bank – Account Information - External Account | ✓ | ✓
| Existing User - Account Information - Internal Account | ✓ | ✓
| Existing User - Account Information - External Account | ✓ | ✓

Table 1-33 Merchant Payments - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | External Payments Interface | ✓ | ✓

Table 1-34 Passwordless Login through Passkeys - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Multifactor Authentication through Passkeys | NH | NH

Table 1-35 Personal Finance Management - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking Payments (OBPM) 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Personal Finance Management Overview - My Spends | ✓ | ✓ | ✓
2 | Personal Finance Management Overview - Goals | X | ✓ | X
3 | Personal Finance Management Overview - Budget | ✓ | ✓ | ✓
4 | Spends- Spend Analysis | ✓ | ✓ | ✓
5 | Budget- Create Budget/ Manage Budget | ✓ | ✓ | ✓
6 | Create Goals with Payout (Own, Internal) | X | ✓ | X
7 | Create Goals with Payout (Domestic, International) | X | X | X
8 | Edit Goals with Payout (Own, Internal) | X | ✓ | X
9 | Edit Goals with Payout (Domestic, International) | X | X | X
10 | Withdraw Goals with Payout (Own, Internal) | X | ✓ | X
11 | Withdraw Goals with Payout (Domestic, International) | X | X | X
12 | Goal Calculator | X | ✓ | X
13 | Closed Goals | X | ✓ | X
14 | Contribute to Goal | X | ✓ | ✓

Table 1-36 PIN / Pattern / Touch and Face Authentication - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Definition of Pattern | NH | NH
2 | Pattern based Authentication | NH | NH
3 | Manage Pattern | NH | NH
4 | Definition of PIN | NH | NH
5 | PIN Based Authentication | NH | NH
6 | Manage PIN | NH | NH
7 | Set Face Recognition | NH | NH
8 | Login Using Face ID | NH | NH
9 | Set Touch ID Recognition | NH | NH
10 | Login Using Touch ID | NH | NH
11 | Alternate login through PIN/Pattern/Touch/Face ID | NH | NH

Table 1-37 Push Notifications - Transaction Host Integration

Sr No | Transaction / Function Name | Third Party System | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Push notifications on the device | NH | NH | NH

Table 1-38 Quick Snapshot - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Enable Quick Snapshot | NH | NH
2 | Quick Snapshot - Balance Inquiry | ✓ | ✓
3 | Quick Snapshot - Recent Transactions | ✓ | ✓
4 | Disable Quick Snapshot | NH | NH

Table 1-39 Retail Accounts- Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview Widget | ✓ | ✓
2 | Current & Savings Accounts (Summary) | ✓ | ✓
3 | Current & Savings Account Details (Except Accrued Interest and Average Balance) | ✓ | ✓
4 | Current & Savings Account (with Accrued Interest and Average Balance information) | ✓ | X
5 | Current and Savings Account Details - Nickname updation | NH | NH
6 | Debit Cards | X | ✓
7 | New Debit Card | X | NH
8 | Debit Card Limits | X | ✓
| Debit Card - International Transactions check update | X | X
| Update Daily Limits | X | ✓
9 | Block Card | NH | NH
10 | Unblock Card | NH | NH
11 | Request PIN | NH | NH
12 | Reset PIN | NH | NH
13 | Reissue Card | NH | NH
14 | Upgrade Card | NH | NH
15 | Cheque Book Request | ✓ | NH
16 | Cheque Status Inquiry - Number | ✓ | ✓
| Cheque Status Inquiry – Range/ Status | X | ✓
17 | Stop/ Unblock Cheque - Number | ✓ | ✓
| Stop/ Unblock Cheque – Range / Status | ✓ | ✓
18 | Transactions |  |
| Transactions - E-statements Subscription | X | ✓
| Transactions - Request Statement | ✓ | ✓
| Transactions – View Pre-generated Statement | X | ✓
19 | Request Statement | X | ✓
20 | Inactive Accounts | ✓ | ✓
21 | Sweep-in |  |
22 | Sweep-in- View | ✓ | X
23 | Sweep In - Add | ✓ | X
24 | Sweep In - Delete | ✓ | X

Table 1-40 Retail Bill Payments - Transaction Host Integration

Sr No | Transaction / Function Name | Third Party | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Bill Payment | ✓ | X | X
2 | Register Biller* | ✓ | X | X
3 | View Biller Details | ✓ | X | X
4 | Edit Biller | ✓ | X | X
5 | Delete Biller | ✓ | X | X
6 | Manage Billers* | ✓ | X | X
7 | Quick Bill Payment | ✓ | X | X
8 | Quick Recharge | ✓ | X | X
9 | Bulk Bill Payment | ✓ | X | X
10 | Bill Payment History | ✓ | X | X

Table 1-41 Retail Credit Cards - Transaction Host Integration

Sr No | Transaction / Function Name | Third Party | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Credit Card Widget | ✓ | X | X
2 | Credit Card Details | ✓ | X | X
3 | Credit Card - Nickname updation | NH | NH | NH
4 | Update Limits | ✓ | X | X
5 | Change Billing Cycle | ✓ | X | X
6 | Card Payment | ✓ | X | X
7 | Request PIN | ✓ | X | X
8 | Reset PIN | ✓ | X | X
9 | Block/Unblock Card | ✓ | X | X
10 | Cancel Card | ✓ | X | X
11 | Apply for Add-On Card | ✓ | X | X
12 | Auto Pay | ✓ | X | X
13 | Transactions | ✓ | X | X
14 | Transactions - E-statements | ✓ | X | X
15 | Transactions - Pre-generated Statements | ✓ | X | X
16 | Inactive Cards Details | ✓ | X | X
17 | Activate Card | ✓ | X | X
18 | View and Redeem Rewards Points | ✓ | X | X
19 | Enable/Disable International Transactions | ✓ | X | X

Table 1-42 Retail Customer Services - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | User Registration - Self Onboarding | ✓ | ✓
2 | Log-in to the application | NH | NH
3 | Log-out of the application | NH | NH
4 | Loan Installment Calculator | NH | NH
5 | Loan Eligibility Calculator | NH | NH
6 | Term Deposits Calculator | NH | NH
7 | Foreign Exchange Calculator - Fetch Currency Conversion/Exchange Rate | X | ✓
8 | Goal Calculator | X | ✓
9 | First Time Login | NH | NH
10 | Forgot Password | NH | NH
11 | Forgot Username | NH | NH
12 | Live Chat | NH | NH
13 | FATCA & CRS Form | X | X
14 | Mailbox- Mails (Without Interaction module) | NH | NH
15 | Mailbox- Mails (With Interaction module) | X | ✓
16 | Mailbox- Alerts | NH | NH
17 | Mailbox-Notifications | NH | NH
18 | Interest Certificate | ✓ | X
19 | Balance Certificate | ✓ | X
20 | TDS | ✓ | X
21 | Service Request – Raise New Request | NH | NH
22 | Service Request – Track Request | NH | NH
23 | Leave Feedback | NH | NH
24 | Session Summary | NH | NH
25 | Personalize Dashboard | NH | NH
26 | ATM / Branch Locator | NH | NH
27 | Apply Online For A New Account | X | ✓
28 | Track Your Application | X | ✓
29 | View Limits - Daily and Monthly | NH | NH
30 | Profile | ✓ | ✓
31 | My Preference – Primary Account Number | NH | NH
32 | Alerts Subscription | NH | NH
33 | Third Party Consent | NH | NH
34 | Security Question Authentication | NH | NH
35 | Security and Login - Set Security Questions | NH | NH
36 | Security and Login - Change Password | NH | NH
37 | Security and Login - SMS and Missed Call Banking | NH | NH
38 | Themes | NH | NH
39 | Manage Registered Devices | NH | NH
40 | Nominations | ✓ | X
41 | Service Advisor | ✓ | X
42 | One Time Password | NH | NH

Table 1-43 Retail Loans - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview | ✓ | ✓
2 | Loans & Finances (Summary) | ✓ | ✓
3 | Loan & Finance Details | ✓ | ✓
4 | Loan Details - Nickname updation | NH | NH
5 | Loan & Finance Repayment |  |
| With lesser than or more than installment amount | X | ✓
| With equal to the installment amount | ✓ | ✓
6 | Disbursement Inquiry | ✓ | ✓
7 | Schedule Inquiry | ✓ | ✓
8 | Transactions | ✓ | ✓
9 | Closed Loans | ✓ | ✓
10 | Loan Installment Calculator | NH | NH
11 | Loan Eligibility Calculator | NH | NH

Table 1-44 Retail Payments - Transaction Host Integration

Sr No | Transaction / Function Name | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | ---
1 | Payments Dashboard Widgets |
| Quick Payments | NH
| Summary of Payments | ✓
| Favourites | NH
| Recent Payments | ✓
| Saved Drafts | NH
2 | Make Payment |
| My Accounts (Pay Now, Pay Later, Recurring) | ✓
| Within Bank Account (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – India: NEFT (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – India: RTGS (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – India: IMPS (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – SEPA: Credit Transfer (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – SEPA: Instant Transfer (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – US: Saved Payee and New (Pay Now, Pay Later, Recurring) | X
| Cross Border Transfer (Saved Payee and New)** (Pay Now, Pay Later, Recurring) | ✓
| Cross Border Transfer – Low Value Payments (Saved Payee and New) (Pay Now, Pay Later) | ✓
| Save as Favourite | NH
| Save as Draft | NH
3 | Multiple Transfers |
| Within Bank Account | ✓
| Domestic Payments – India: NEFT | X
| Domestic Payments – India: RTGS | X
| Domestic Payments – India: IMPS | X
| Domestic Payments – SEPA: Credit Transfer | ✓
| Domestic Payments – SEPA: Instant Transfer | ✓
| Cross Border Transfer | ✓
4 | Manage Payees |
| Within Bank Payees* | ✓
| Domestic Payees* | ✓
| Cross Border Payees* | ✓
| Domestic Demand Draft Payees* | ✓
| Cross Border Demand Draft Payees* | ✓
| Payee User Mapping | NH
5 | Issue Demand Draft |
| Domestic (Pay Now, Pay Later) | ✓
| Cross Border (Pay Now, Pay Later) | ✓
6 | Inquiries |
| Incoming Payments | ✓
| Outgoing Payments | ✓
| Recurring Payments | ✓
7 | Payment Cancellation |
| Own Accounts | ✓
| Within Bank Account | ✓
| Cross Border - SWIFT | ✓
8 | Manage Debtors |
| Add Debtor | ✓
| Request Money | ✓
9 | Positive Pay | ✓

Table 1-45 Retail Peer To Peer Payments - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | ---
1 | Transfer Money - New Payee (Email / Mobile Number) |  |
| Transfer Money - New Payee (Place a Hold on the Debit Account on Payment Initiation) | ✓ | ✓
| Transfer Money - New Payee (Debit the Account on payment initiation) | X | ✓
2 | Payee Maintenance – Peer To Peer Payee | NH | NH
3 | Claim Money – Mobile/Email |  |
| New to Bank – Account Information - Internal Account | ✓ | ✓
| New to Bank – Account Information - External Account | ✓ | ✓
| Existing User – Account Information - Internal Account | ✓ | ✓
| Existing User – Account Information - External Account | ✓ | ✓

Table 1-46 Retail Recurring Deposits - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | ---
1 | Relationship Overview Widget | ✓ | X
2 | New Recurring Deposit | ✓ | X
3 | Add/ View Nominee Details | ✓ | X
4 | View Interest Link | ✓ | X
6 | Redeem Recurring Deposit | ✓ | X
5 | Recurring Deposit Summary | ✓ | X
7 | Recurring Deposit Details | ✓ | X
12 | Maturity Amount Pay To (Internal) – on New Recurring Deposit, Redemption & Edit maturity details page. | ✓ | X
13 | Maturity Amount Pay To (Domestic Bank Account / International Account) – on New Recurring Deposit, Redemption & Edit maturity details page. | X | X
14 | Maturity Amount Pay To Own Account – on New Recurring Deposit, Redemption and Edit Maturity Details Page | ✓ | X

Table 1-47 Wealth Management - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Third Party Mutual Fund Processor
--- | --- | ---
1 | Investments Overview | ✓
2 | Open Investment Account * | ✓
3 | Risk Profiling | ✓
4 | Purchase Mutual Funds | ✓
5 | Redeem Mutual Funds | ✓
6 | Switch Mutual Funds | ✓
7 | Order Status | ✓
8 | Investment Details | ✓
9 | Transaction Reports | ✓
10 | Capital Gain Reports | ✓
11 | Dividend Reports | ✓

Table 1-48 Soft Token Application - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Soft Token Application | NH | NH

Table 1-49 Scan to Pay - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | ---
1 | Scan to Pay - Internal Payment | ✓

Table 1-50 Siri Payment and Account Balance Inquiry - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Siri Payment to the maintained beneficiary (Internal) | NH | ✓
2 | Siri Payment to the maintained beneficiary (Domestic - NEFT) | NH | ✓
3 | Siri Payment to the maintained beneficiary (Domestic - RTGS) | NH | ✓
4 | Siri Payment to the maintained beneficiary (Domestic - IMPS) | NH | ✓
5 | Siri Payment to the maintained beneficiary (SEPA - Credit Transfer) NH | NH | ✓
6 | Siri Payment to the maintained beneficiary (International) | NH | X
7 | View Account Balance | ✓ | NH

Table 1-51 Voice Assistant - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Balance Inquiry for Savings Account | ✓ | ✓
2 | Balance Inquiry for Checking Account | ✓ | ✓
3 | Balance Inquiry for Term Deposit Account | ✓ | ✓
4 | Outstanding Balance Inquiry for a Loan Account | ✓ | ✓
5 | Last Five Transactions in Savings Account | ✓ | ✓
6 | Last Five Transactions in Checking Account | ✓ | ✓
7 | Next Installment Amount | ✓ | ✓

Table 1-52 PIN / Pattern / Touch and Face Authentication - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Definition of Pattern | NH | NH
2 | Pattern based Authentication | NH | NH
3 | Manage Pattern | NH | NH
4 | Definition of PIN | NH | NH
5 | PIN Based Authentication | NH | NH
6 | Manage PIN | NH | NH
7 | Alternate login through PIN/Pattern/Touch/Face ID | NH | NH

Table 1-53 Wallets - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Futura Wallet Widget | ✓ | X | ✓
2 | Add funds to wallet – My Account | ✓ | X | ✓
3 | Add funds to wallet – Request From Wallet | ✓ | X | ✓
4 | Add funds to wallet – External sources | ✓ | X | X
5 | Transfer Money – Between Wallets | ✓ | X | ✓
6 | Transfer Money – From Wallets | ✓ | X | ✓
7 | Requested Funds Summary | ✓ | X | ✓
8 | View Statement |  |  |
| View Statements- E-statements | X | X | ✓
| View Statements- Request Statement | ✓ | X | ✓
| View Statements- Pre-generated Statement | X | X | ✓
9 | Account Details | ✓ | ✓ | X
10 | CASA account opening for existing Wallet user | X | ✓ | X

Table 1-54 Wearable - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Wearable Registration | NH | NH | NH
2 | Login | NH | NH | NH
3 | Own Account Transfer | ✓ | X | ✓
4 | Transaction Approval | NH | NH | NH
5 | Snapshot | ✓ | ✓ | NH
6 | Locate Us | NH | NH | NH

Table 1-55 Small & Medium Business Accounts - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview Widget | ✓ | ✓
2 | Current & Savings Accounts (Summary) | ✓ | ✓
3 | Current & Savings Account Details (Except Accrued Interest and Average Balance) | ✓ | ✓
4 | Current & Savings Account (with Accrued Interest and Average Balance information) | ✓ | X
5 | Current and Savings Account Details - Nickname updation | NH | NH
6 | Debit Cards | X | ✓
7 | New Debit Card | X | NH
8 | Debit Card Limits | X | ✓
| Debit Card - International Transactions check update | X | X
| Update Daily Limits | X | ✓
9 | Block Card | NH | NH
10 | Unblock Card | NH | NH
11 | Request PIN | NH | NH
12 | Reset PIN | NH | NH
13 | Reissue Card | NH | NH
14 | Upgrade Card | NH | NH
15 | Cheque Book Request | ✓ | NH
16 | Cheque Status Inquiry - Number | ✓ | ✓
| Cheque Status Inquiry – Range/ Status | X | ✓
17 | Stop/ Unblock Cheque - Number | ✓ | ✓
| Stop/ Unblock Cheque – Range / Status | ✓ | ✓
18 | Transactions |  |
| Transactions - E-statements | X | ✓
| Transactions - Request Statement | ✓ | ✓
| Transactions - Pre-generated Statement | X | ✓
19 | Request Statement | X | ✓
20 | Inactive Accounts | ✓ | ✓
21 | Sweep-in |  |
| Sweep-in- View | ✓ | X
| Sweep In - Add | ✓ | X
| Sweep In - Delete | ✓ | X

Table 1-56 Small & Medium Business Bill Payments - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Third Party | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Bill Payment | ✓ | X | X
2 | Register Biller* | ✓ | X | X
3 | View Biller Details | ✓ | X | X
4 | Edit Biller | ✓ | X | X
5 | Delete Biller | ✓ | X | X
6 | Manage Billers* | ✓ | X | X
7 | Quick Bill Payment | ✓ | X | X
8 | Quick Recharge | ✓ | X | X
9 | Bulk Bill Payment | ✓ | X | X
10 | Bill Payment History | ✓ | X | X

Table 1-57 Small & Medium Business Credit Cards - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Third Party | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Credit Card Widget | ✓ | X | X
2 | Credit Card Details | ✓ | X | X
3 | Credit Card - Nickname updation | NH | NH | NH
4 | Update Limits | ✓ | X | X
5 | Change Billing Cycle | ✓ | X | X
6 | Card Payment | ✓ | X | X
7 | Request PIN | ✓ | X | X
8 | Reset PIN | ✓ | X | X
9 | Block/Unblock Card | ✓ | X | X
10 | Cancel Card | ✓ | X | X
11 | Apply for Add-On Card | ✓ | X | X
12 | Auto Pay | ✓ | X | X
13 | Transactions | ✓ | X | X
14 | Transactions - E-statements | ✓ | X | X
15 | Transactions - Pre-generated Statements | ✓ | X | X
16 | Inactive Cards Details | ✓ | X | X
17 | Activate Card | ✓ | X | X
18 | View and Redeem Rewards Points | ✓ | X | X
19 | Enable/Disable International Transactions | ✓ | X | X

Table 1-58 Small & Medium Business Customer Services - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Log-in to the application | NH | NH
2 | Log-out of the application | NH | NH
3 | Loan Installment Calculator | NH | NH
4 | Loan Eligibility Calculator | NH | NH
5 | Term Deposits Calculator | NH | NH
6 | Foreign Exchange Calculator - Fetch Currency Conversion/Exchange Rate | X | ✓
8 | First Time Login | NH | NH
9 | Forgot Password | NH | NH
10 | Forgot Username | NH | NH
11 | Live Chat | NH | NH
12 | FATCA & CRS Form | X | X
13 | Mailbox- Mails (Without Interaction module) | NH | NH
14 | Mailbox- Mails (With Interaction module) | X | ✓
15 | Mailbox- Alerts | NH | NH
16 | Mailbox-Notifications | NH | NH
17 | Interest Certificate | ✓ | X
18 | Balance Certificate | ✓ | X
19 | TDS | ✓ | X
20 | Service Request – Raise New Request | NH | NH
21 | Service Request – Track Request | NH | NH
22 | Leave Feedback | NH | NH
23 | Session Summary | NH | NH
25 | ATM / Branch Locator | NH | NH
26 | Apply Online For A New Account | X | ✓
27 | Track Your Application | X | ✓
28 | View Limits - Daily and Monthly | NH | NH
29 | Profile | ✓ | ✓
30 | My Preference – Primary Account Number | NH | NH
31 | Alerts Subscription | NH | NH
33 | Security Question Authentication | NH | NH
34 | Security and Login - Set Security Questions | NH | NH
35 | Security and Login - Change Password | NH | NH
36 | Security and Login - SMS and Missed Call Banking | NH | NH
37 | Themes | NH | NH
38 | Manage Registered Devices | NH | NH
39 | Nominations | ✓ | X
40 | Service Advisor | ✓ | X
41 | One Time Password | NH | NH

Table 1-59 Small & Medium Business Loans - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview | ✓ | ✓
2 | Loans & Finances (Summary) | ✓ | ✓
3 | Loan & Finance Details | ✓ | ✓
4 | Loan Details - Nickname updation | NH | NH
5 | Loan & Finance Repayment |  |
| With lesser than or more than installment amount | X | ✓
| With equal to the installment amount | ✓ | ✓
6 | Disbursement Inquiry | ✓ | ✓
7 | Schedule Inquiry | ✓ | ✓
8 | Transactions | ✓ | ✓
9 | Closed Loans | ✓ | ✓
10 | Loan Installment Calculator | NH | NH
11 | Loan Eligibility Calculator | NH | NH

Table 1-60 Small & Medium Business Payments - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle Banking Payments 14.8.0.0.0
--- | --- | ---
1 | Payments Dashboard Widgets |
| Quick Payments | NH
| Summary of Payments | ✓
| Favourites | NH
| Recent Payments | ✓
| Saved Drafts | NH
2 | Make Payment |
| My Accounts (Pay Now, Pay Later, Recurring) | ✓
| Within Bank Account (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – India: NEFT (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – India: RTGS (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – India: IMPS (Saved Payee and New) (Pay Now, Pay Later, Recurring) | X
| Domestic Payments – SEPA: Credit Transfer (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – SEPA: Instant Transfer (Saved Payee and New) (Pay Now, Pay Later, Recurring) | ✓
| Domestic Payments – US: Saved Payee and New (Pay Now, Pay Later, Recurring) | X
| Cross Border Transfer (Saved Payee and New)** (Pay Now, Pay Later, Recurring) | ✓
| Cross Border Transfer – Low Value Payments (Saved Payee and New) (Pay Now, Pay Later) | ✓
| Save as Favourite | NH
| Save as Draft | NH
3 | Multiple Transfers |
| Within Bank Account | ✓
| Domestic Payments – India: NEFT | X
| Domestic Payments – India: RTGS | X
| Domestic Payments – India: IMPS | X
| Domestic Payments – SEPA: Credit Transfer | ✓
| Domestic Payments – SEPA: Instant Transfer | ✓
| Cross Border Transfer | ✓
4 | Manage Payees |
| Within Bank Payees* | ✓
| Domestic Payees* | ✓
| Cross Border Payees* | ✓
| Domestic Demand Draft Payees* | ✓
| Cross Border Demand Draft Payees* | ✓
| Payee User Mapping | NH
5 | Issue Demand Draft |
| Domestic (Pay Now, Pay Later) | ✓
| Cross Border (Pay Now, Pay Later) | ✓
6 | Inquiries |
| Incoming Payments | ✓
| Outgoing Payments | ✓
| Recurring Payments | ✓
7 | Payment Cancellation |
| Own Accounts | ✓
| Within Bank Account | ✓
| Cross Border - SWIFT | ✓
8 | Manage Debtors |
| Add Debtor | ✓
| Request Money | ✓
9 | Positive Pay | ✓

* Host integration is required only to validate information captured as part of payee details. Payee information is not stored in the host system.

** Recurring payment is only qualified for SWIFT based bank payees.

Table 1-61 Small & Medium Business Soft Token Application - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Soft Token Application | NH | NH

Table 1-62 Small & Medium Business Term Deposit - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Overview widget | ✓ | ✓
2 | Term Deposits Summary | ✓ | ✓
3 | New Deposit with single and joint holders – Conventional | ✓ | ✓
4 | View Interest Link | ✓ | X
5 | Add/ View Nominee Details | ✓ | X
6 | New Deposit (Maturity Instruction) Conventional |  |
| With Maturity Instruction as Close on maturity | ✓ | ✓
| With Maturity Instruction as Renew Principal and Interest | ✓ | ✓
| With Maturity Instruction as Renew Principal and Pay Out the Interest | ✓ | ✓
| With Maturity Instruction as Renew Special Amount and Pay Out the remaining amount | X | ✓
7 | New Deposit (Payout Instruction) – Conventional |  |
| With payout instructions - Pay to own account | ✓ | ✓
| With payout instructions - Pay to internal account | ✓ | ✓
| With payout instructions - Pay to domestic bank account | X | X
| With payout instructions – Pay to International Account | X | X
8 | Deposit Details | ✓ | ✓
9 | Deposit Details - Nickname updation | NH | NH
10 | Edit Maturity Instruction - Conventional |  |
| With Maturity Instruction as Close on maturity | ✓ | ✓
| With Maturity Instruction as Renew Principal and Interest | ✓ | ✓
| With Maturity Instruction as Renew Principal and Pay Out the Interest | ✓ | ✓
| With Maturity Instruction as Renew Special Amount and Pay Out the remaining amount | X | ✓
11 | Edit Payout Instruction - Conventional |  |
| With payout instructions - Pay to own account | ✓ | ✓
| With payout instructions - Pay to internal account | ✓ | ✓
| With payout instructions - Pay to domestic bank account | X | X
| With payout instructions – Pay to International bank account | X | X
12 | Top Up - Conventional | X | ✓
13 | Redemption - Conventional |  |
| Redemption to own account | ✓ | ✓
| Redemption to internal account | ✓ | ✓
| Redemption to domestic account | X | X
| Redemption to international account | X | X
14 | Transactions- Conventional | ✓ | ✓
| Transactions– E-Statement | X | ✓
| Transactions- Request Statement | X | ✓
| Transactions- Pre-generated Statement | X | ✓
15 | Request Statement - Conventional | X | ✓
16 | Closed deposits - Conventional | ✓ | ✓

Table 1-63 Core – Corporate Admin - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking SCF 14.8.0.0.0 / Oracle Banking Cash Management 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Corporate Administrator Dashboards | NH | NH | NH
2 | Limits Definition |  |  |
| Limits Definition – View | NH | NH | NH
| Limits Definition – Create | NH | NH | NH
| Limits Definition - Delete Limit | NH | NH | NH
3 | Limits Package Management |  |  |
| Limit Package Management – View | NH | NH | NH
| Limit Package Management – Create | NH | NH | NH
| Limit Package Management - Edit | NH | NH | NH
| Limit Package Management – Delete | NH | NH | NH
4 | User Management |  |  |
| User Management- View | ✓ | ✓ | NH
5 | Group Corporate Onboarding |  |  |
| Group Corporate Profiling | ✓ | ✓ | NH
| Party Account Access | ✓ | ✓ | NH
| User Management | ✓ | ✓ | NH
| User Group Maintenance | ✓ | ✓ | NH
| User Account Access | ✓ | ✓ | NH
| User Report Mapping | NH | NH | NH
| Workflow Management | ✓ | ✓ | NH
| Approval Rules | ✓ | ✓ | NH
6 | File Upload Maintenance |  |  |
| File Identifier Maintenance – Summary | ✓ | ✓ | NH
| File Identifier Maintenance - Create | ✓ | ✓ | NH
| File Identifier Maintenance - View | ✓ | ✓ | NH
| File Identifier Maintenance - Edit | NH | NH | NH
7 | User File Identifier Mapping |  |  |
| User File Identifier Mapping - User Interface Details | ✓ | ✓ | NH
| User File Identifier Mapping - Summary | ✓ | ✓ | NH
| User File Identifier Mapping - Create | ✓ | ✓ | NH
| User File Identifier Mapping – Edit | NH | NH | NH
7 | Mailbox – Alerts (Summary and Details) | NH | NH | NH
7.1 | Notifications | NH | NH | NH
9 | Reports |  |  |
9.1 | Report Generation |  |  |
| View Scheduled Reports | ✓ | ✓ | NH
| Edit Schedule Reports | NH | NH | NH
9.2 | My Reports |  |  |
| My Reports - Adhoc | ✓ | ✓ | NH
| My Reports - Schedule | ✓ | ✓ | NH
10 | Session Summary | NH | NH | NH
11 | My Profile | NH | NH | NH
12 | Security Settings |  |  |
| Change Password | NH | NH | NH
| Set Security Questions | NH | NH | NH
13 | Forgot Password | NH | NH | NH
14 | Forgot Username | NH | NH | NH
15 | ATM / Branch Locator | NH | NH | NH

Table 1-64 Core - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Core Banking 11.10.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking SCF 14.8.0.0.0 / Oracle Banking Cash Management 14.8.0.0.0
--- | --- | --- | --- | ---
1 | Dashboards |  |  |
| System Administrative Transactions | NH | NH | NH
| Administrative Maker Transactions | NH | NH | NH
| Administrative Approver Transactions | NH | NH | NH
2 | System Rules |  |  |
| Maintain system rules | NH | NH | NH
| View system rules | NH | NH | NH
| Edit system rules | NH | NH | NH
3 | Transaction Aspects |  |  |
| View Transaction Aspects | NH | NH | NH
| Update Transaction Aspects | NH | NH | NH
4 | Role Maintenance |  |  |
| Create Application Roles | NH | NH | NH
| Search Application Roles | NH | NH | NH
| View Application Roles | NH | NH | NH
| Edit Application Roles | NH | NH | NH
| Delete Application Roles | NH | NH | NH
5 | Entitlements |  |  |
| Entitlements- View | NH | NH | NH
| Entitlements- Edit | NH | NH | NH
6 | Limits Definition |  |  |
| Limits Definition – View | NH | NH | NH
| Limits Definition – Create | NH | NH | NH
| Limits Definition - Delete Limit | NH | NH | NH
7 | Limits Package Management |  |  |
| Limit Package Management - View | NH | NH | NH
| Limit Package Management - Create | NH | NH | NH
| Limit Package Management - Edit | NH | NH | NH
| Limit Package Management - Delete | NH | NH | NH
8 | Password Policy Maintenance |  |  |
| Password Policy Maintenance - Edit | NH | NH | NH
9 | Manage Brand |  |  |
| Manage Brand – Summary | NH | NH | NH
| Manage Brand – View | NH | NH | NH
| Manage Brand – Create | NH | NH | NH
| Manage Brand – Edit | NH | NH | NH
| Manage Brand – Delete | NH | NH | NH
| Brand Mapping | NH | NH | NH
| Brand Mapping Summary | NH | NH | NH
| Create Mapping | NH | NH | NH
| Delete Mapping | NH | NH | NH
10 | Alerts Maintenance |  |  |
| Alerts Maintenance - Search | NH | NH | NH
| Alerts Maintenance - Create | NH | NH | NH
| Alerts Maintenance – Edit | NH | NH | NH
| Alerts Maintenance - Delete | NH | NH | NH
11 | Authentication |  |  |
| Authentication - View | NH | NH | NH
| Authentication - Edit | NH | NH | NH
| Authentication - Create | NH | NH | NH
12 | Security Questions Maintenance |  |  |
| View Security Questions | NH | NH | NH
| Security Questions Maintenance- Edit | NH | NH | NH
| Security Questions Maintenance- Create | NH | NH | NH
13 | Party Preferences |  |  |
| Party Preferences - Search | ✓ | ✓ | NH
| Party Preferences - Create | ✓ | ✓ | NH
| Party Preferences - View | ✓ | ✓ | NH
| Party Preferences – Edit | NH | NH | NH
| Party Preference for Non Customer Corporate | NH | NH | ✓
14 | User Management |  |  |
| User Management- Create | ✓ | ✓ | NH
| User Management- View | ✓ | ✓ | NH
| User Management- Edit | ✓ | ✓ | NH
| User Management for Non- Customer Corporate User | NH | NH | ✓
15 | Print Password |  |  |
| Print Password - Search | NH | NH | NH
| Print Password - Print | NH | NH | NH
16 | Party Account Access |  |  |
| Party Account Access - Mapping (Create) | ✓ | ✓ | NH
| Party Account Access- View | ✓ | ✓ | NH
| Party Account Access- Edit | NH | NH | NH
| Party Account Access- Delete | NH | NH | NH
17 | User Account Access |  |  |
| User Account Access - Mapping (Create) | ✓ | ✓ | NH
| User Account Access - Search | ✓ | ✓ | NH
| User Account Access – Edit | NH | NH | NH
| User Account Access - Delete | NH | NH | NH
18 | Party Resource Access |  |  |
| Party Resource Access - Mapping (Create) | ✓ | ✓ | NH
| Party Resource Access- View | ✓ | ✓ | NH
| Party Resource Access- Edit | NH | NH | NH
| Party Resource Access- Delete | NH | NH | NH
19 | User Resource Access |  |  |
| User Resource Access - Mapping (Create) | ✓ | ✓ | NH
| User Resource Access - Search | ✓ | ✓ | NH
| User Resource Access – Edit | NH | NH | NH
| User Resource Access - Delete | NH | NH | NH
21 | User Group Management |  |  |
| User Groups – Select User Type | NH | NH | NH
| User Groups - Admin User – Create | NH | NH | NH
| User Groups - Admin User – Search Summary | NH | NH | NH
| User Groups - Admin User – Edit Group | NH | NH | NH
| User Groups – Retail & Business User – Create | NH | NH | NH
| User Groups - Retail & Business User – Search Summary | NH | NH | NH
| User Groups - Retail & Business User – Edit Group | NH | NH | NH
22 | Approvals |  |  |
22.1 | Workflow Management |  |  |
| Admin Workflow Management – Create | NH | NH | NH
| Admin Workflow Management – Search | NH | NH | NH
| Admin Workflow Management – View | NH | NH | NH
| Admin Workflow Management – Edit | NH | NH | NH
| Retail & Business Workflow Management – Create | NH | NH | NH
| Retail & Business Workflow Management – Search | NH | NH | NH
| Retail & Business Workflow Management – View | NH | NH | NH
| Retail & Business Workflow Management – Edit | NH | NH | NH
22.2 | Approval Rules |  |  |
| Admin Approval Rules – Create | NH | NH | NH
| Admin Approval Rules – Search | NH | NH | NH
| Admin Approval Rules – View | NH | NH | NH
| Admin Approval Rules – Edit | NH | NH | NH
| Retail & Business Approval Rules – Create | NH | NH | NH
| Retail & Business Approval Rules – Search | NH | NH | NH
| Retail & Business Approval Rules – View | NH | NH | NH
| Retail & Business Approval Rules – Edit | NH | NH | NH
23 | Alerts Subscription |  |  |
| Alerts Subscription – Search | ✓ | ✓ | NH
| Subscribe/ Unsubscribe Alerts | ✓ | ✓ | NH
24 | Goal Category |  |  |
| Goal Category – Search | NH | NH | NH
| Goal Category – View | NH | NH | NH
| Goal Category – Create | NH | NH | NH
| Goal Category – Edit | NH | NH | NH
25 | Spend Category |  |  |
| Spend Category – Search | NH | NH | NH
| Spend Category – View | NH | NH | NH
| Spend Category - Create | NH | NH | NH
| Spend Category - Edit | NH | NH | NH
26 | Working Window |  |  |
| Transaction Working Window - Search | NH | NH | NH
| Transaction Working Window - Create | NH | NH | NH
| Transaction Working Window - Edit | NH | NH | NH
| Transaction Working Window - Delete | NH | NH | NH
27 | Transaction Blackout |  |  |
| Transaction Blackout - Search | NH | NH | NH
| Transaction Blackout - Create | NH | NH | NH
| Transaction Blackout - Edit | NH | NH | NH
| Transaction Blackout - Delete | NH | NH | NH
28 | User Group - Subject Mapping |  |  |
| User Group - Subject Mapping - Search | NH | NH | NH
| User Group - Subject Mapping - Create | NH | NH | NH
| User Group - Subject Mapping - Modify | NH | NH | NH
29 | Mailbox |  |  |
29.1 | Mails |  |  |
| Mailbox - Inbox | NH | NH | NH
| Mailbox - Sent Mail | NH | NH | NH
| Mailbox - Deleted Mail | NH | NH | NH
29.2 | Alerts | NH | NH | NH
29.3 | Notifications | NH | NH | NH
30 | Mailers |  |  |
| Mailers - Search and View | NH | NH | NH
| Mailers - Create | NH | NH | NH
| Mailers - Edit | NH | NH | NH
| Mailers - Delete | NH | NH | NH
31 | Reports |  |  |
32 | Report Generation |  |  |
| View Scheduled Reports | ✓ | ✓ | NH
| Edit Schedule Reports | NH | NH | NH
33 | My Reports |  |  |
| My Reports - Adhoc | NH | NH | NH
| My Reports - Schedule | NH | NH | NH
34 | User Report Mapping |  |  |
| User Report Mapping – Admin User- Search | NH | NH | NH
| User Report Mapping - Admin User- Create | NH | NH | NH
| User Report Mapping – Admin User- - Edit | NH | NH | NH
| User Report Mapping – Retail & Business User- Search | NH | NH | NH
| User Report Mapping - Retail & Business User- Create | NH | NH | NH
| User Report Mapping – Retail & Business User- - Edit | NH | NH | NH
35 | ATM / Branch Maintenance |  |  |
| ATM/ Branch Maintenance - View | NH | NH | NH
| ATM/ Branch Maintenance - Add | ✓ | ✓ | NH
| ATM/ Branch Maintenance - Edit | ✓ | ✓ | NH
| ATM/ Branch Maintenance - Delete | NH | NH | NH
36 | Product Mapping |  |  |
| Product Mapping - Search | ✓ | ✓ | NH
| Product Mapping - View | ✓ | ✓ | NH
| Product Mapping - Edit | ✓ | ✓ | NH
| Product Mapping - Create | ✓ | ✓ | NH
37 | Payee Restriction Setup |  |  |
| Payee Restriction Setup - Search | NH | NH | NH
| Payee Restriction Setup - View | NH | NH | NH
| Payee Restriction Setup - Edit | NH | NH | NH
| Payee Restriction Setup - Create | NH | NH | NH
38 | Audit Log | NH | NH | NH
39 | My Profile | NH | NH | NH
40 | Security Settings |  |  |
| Change Password | NH | NH | NH
| Set Security Questions | NH | NH | NH
41 | Touch Point Maintenance |  |  |
| Touch Point Maintenance- Search | NH | NH | NH
| Touch Point Maintenance- View | NH | NH | NH
| Touch Point Maintenance- Edit | NH | NH | NH
| Touch Point Maintenance- Create | NH | NH | NH
42 | Touch Point Group Maintenance |  |  |
| Touch Point Group Maintenance- Search | NH | NH | NH
| Touch Point Group Maintenance- View | NH | NH | NH
| Touch Point Group Maintenance- Edit | NH | NH | NH
| Touch Point Group Maintenance- Create | NH | NH | NH
43 | Transaction Group Maintenance |  |  |
| Transaction Group Maintenance - Search | NH | NH | NH
| Transaction Group Maintenance - View | NH | NH | NH
| Transaction Group Maintenance - Edit | NH | NH | NH
| Transaction Group Maintenance - Create | NH | NH | NH
| Transaction Group Maintenance- Delete | NH | NH | NH
44 | Relationship Mapping Maintenance |  |  |
| Relationship Mapping Maintenance - View | ✓ | ✓ | NH
| Relationship Mapping Maintenance - Edit | ✓ | ✓ | NH
45 | Relationship Matrix |  |  |
| Relationship Matrix Maintenance – Search | NH | NH | NH
| Relationship Matrix Maintenance – View | NH | NH | NH
| Relationship Matrix Maintenance - Edit | NH | NH | NH
46 | User Helpdesk | ✓ | ✓ | NH
47 | Feedback Capture |  |  |
| Search Feedback Template | NH | NH | NH
| View Feedback Template | NH | NH | NH
| Edit Feedback Template | NH | NH | NH
| Create Feedback Template | NH | NH | NH
48 | Feedback Analytics | NH | NH | NH
49 | Request Processing | NH | NH | NH
| Service Request – Summary | NH | NH | NH
| Service Request Details | NH | NH | NH
| Approve or Reject Service Requests | NH | NH | NH
50 | Dashboard Builder – Design |  |  |
| Design New Dashboard | NH | NH | NH
| View Dashboard | NH | NH | NH
| Edit Dashboard | NH | NH | NH
| Delete Dashboard | NH | NH | NH
| Dashboard Mapping |  |  |
| View Dashboard Mapping | NH | NH | NH
| Create Dashboard Mapping | ✓ | ✓ | NH
| Delete Dashboard Mapping | NH | NH | NH
51 | Quick Forms - Service Request |  |  |
| Create Service Requests Form | NH | NH | NH
| Search and View Service Request | NH | NH | NH
| Copy and Create a new Request | NH | NH | NH
| Edit Service Requests | NH | NH | NH
52 | Session Summary | NH | NH | NH
53 | User Segment Maintenance |  |  |
| Search User Segment | NH | NH | NH
| View User Segment | NH | NH | NH
| Edit User Segment | NH | NH | NH
| Create User Segment | NH | NH | NH
54 | User Limits |  |  |
| User Limits- Search | NH | NH | NH
| User Limits- View | NH | NH | NH
| User Limits- Edit | NH | NH | NH
55 | Message Maintenance |  |  |
| Message Maintenance- View | NH | NH | NH
| Message Maintenance- Edit | NH | NH | NH
56 | Biller Category Maintenance |  |  |
| Manage Biller Category | Ñ | Ñ | NH
| Add Biller Category | Ñ | Ñ | NH
| Edit Biller Category | Ñ | Ñ | NH
| Delete Biller Category | Ñ | Ñ | NH
57 | Merchant Onboarding |  |  |
| Search Merchant Details | ✓ | ✓ | NH
| View Merchant Details | ✓ | ✓ | NH
| Edit Merchant details | NH | NH | NH
| Create Merchant | ✓ | ✓ | NH
| Delete Merchant | NH | NH | NH
58 | Account Aggregation – Maintenance |  |  |
| External Bank Maintenance – View | NH | NH | NH
| External Bank Maintenance - Create | NH | NH | NH
| External Bank Maintenance – Edit | NH | NH | NH
| External Bank Maintenance - Delete | NH | NH | NH
59 | Identity Domain Maintenance |  |  |
| Identity Domain Maintenance- Create | NH | NH | NH
| Identity Domain Maintenance – Search | NH | NH | NH
| Identity Domain Maintenance – View | NH | NH | NH
| Identity Domain Maintenance – Edit | NH | NH | NH
60 | Resource Server Maintenance |  |  |
| Resource Server Maintenance- Create | NH | NH | NH
| Resource Server Maintenance – View | NH | NH | NH
| Resource Server Maintenance – Edit | NH | NH | NH
| Resource Server Maintenance - Search | NH | NH | NH
61 | Client Maintenance |  |  |
| Create Client | NH | NH | NH
| Edit Client | NH | NH | NH
| View Client | NH | NH | NH
62 | Security Keys | NH | NH | NH
63 | File Identifier Maintenance |  |  |
| Search File Identifier | NH | NH | NH
| View File Identifier | NH | NH | NH
| Edit File Identifier | NH | NH | NH
| Create File Identifier | NH | NH | NH
64 | User File Identifier Mapping |  |  |
| User File Identifier Mapping- Administrator-Search | NH | NH | NH
| User File Identifier Mapping- Administrator-Create | NH | NH | NH
| User File Identifier Mapping- Administrator-Edit | NH | NH | NH
| User File Identifier Mapping- Corporate-Search | NH | NH | NH
| User File Identifier Mapping- Corporate -Create | NH | NH | NH
| User File Identifier Mapping- Corporate -Edit | NH | NH | NH
65 | Upload File - For Admin biller |  |  |
| Uploaded Files Inquiry (For Admin Biller) | NH | NH | NH
66 | Forex Deal Maintenance |  |  |
| Add Currency Pairs | NH | NH | NH
| Update Forex Deal | NH | NH | NH
67 | User Profile Maintenance |  |  |
| User Profile Maintenance -Create | NH | NH | NH
| User Profile Maintenance- View | NH | NH | NH
| User Profile Maintenance- Edit | NH | NH | NH
68 | Forgot User Name | NH | NH | NH
69 | Forgot Password | NH | NH | NH
70 | Origination Workflow Maintenance |  |  |
| Search Workflow | NH | NH | NH
| Single Product Application - Create Workflow | NH | NH | NH
| Single Product Application – View Default/ Custom Workflow | NH | NH | NH
| Single Product Application – Edit Workflow | NH | NH | NH
| Bundle Product Application - Create Workflow | NH | NH | NH
| Bundle Product Application – View Default/ Custom Workflow | NH | NH | NH
| Bundle Product Application – Edit Workflow | NH | NH | NH
71 | Biller Onboarding |  |  |
| Search Biller | Ñ | Ñ | NH
| View Biller | Ñ | Ñ | NH
| Edit Biller | Ñ | Ñ | NH
| Create Biller | Ñ | Ñ | NH
72 | Group Corporate Onboarding |  |  |
| Group Corporate Profiling | ✓ | ✓ | NH
| Party Account Access | ✓ | ✓ | NH
| User Management | ✓ | ✓ | NH
| User Group Maintenance | ✓ | ✓ | NH
| User Account Access | ✓ | ✓ | NH
| User Report Mapping | NH | NH | NH
| Workflow Management | ✓ | ✓ | NH
| Approval Rules | ✓ | ✓ | NH
73 | Group Corporate Alerts Subscription | ✓ | ✓ | NH
74 | Term and Conditions Maintenance |  |  |
| Create Term and Conditions | NH | NH | NH
| Search Term and Conditions | NH | NH | NH
| View Term and Conditions | NH | NH | NH
| Edit Term and Conditions | NH | NH | NH
| Copy Term and Conditions | NH | NH | NH
| Delete Term and Conditions | NH | NH | NH
75 | Session Timeout | NH | NH | NH
76 | ATM / Branch Locator | NH | NH | NH
77 | Analytics Dashboard | NH | NH | NH

Table 1-65 Retail Originations - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle Banking Originations 14.8.0.0.0 | Third Party System
--- | --- | --- | ---
1 | Application Tracker | ✓ | ✓
2 | Bundled Application Submission | ✓ | ✓
3 | Bundled Application Submission – US LZN | ✓ | ✓
4 | Auto Loan Application Submission | ✓ | ✓
5 | Checking Account Application Submission | ✓ | ✓
6 | Insta- Checking Account Application Submission | ✓ | ✓
7 | Checking Account Application Submission – US LZN | ✓ | ✓
8 | Insta - Checking Account Application Submission – US LZN | ✓ | ✓
9 | Savings Account Application Submission | ✓ | ✓
10 | Insta-Savings Account Application Submission | ✓ | ✓
11 | Savings Account Application Submission – US LZN | ✓ | ✓
12 | Insta-Savings Account Application Submission – US LZN | ✓ | ✓
13 | Term Deposits Application Submission | ✓ | ✓
14 | Unsecured Personal Loan Application Submission | ✓ | ✓
15 | Insta - Unsecured Personal Loan Application Submission | ✓ | ✓
16 | Unsecured Personal Loan Application Submission (US LZN) | ✓ | ✓
17 | Insta - Unsecured Personal Loan Application Submission (US LZN) | ✓ | ✓
18 | Certificates of Deposit Application Submission (US LZN) | ✓ | ✓
19 | Credit Cards Application Submission | ✓ | ✓
20 | Credit Cards Application Submission – US LZN | X | ✓
21 | Home Loan Application Submission | ✓ | ✓
22 | Education Loan Application Submission | ✓ | ✓
23 | Wallet Application Submission | ✓ | ✓

Table 1-66 Small & Medium Business Originations - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle Banking Originations 14.8.0.0.0 | Third Party System
--- | --- | --- | ---
1 | SMB Application Tracker | ✓ | X
2 | SMB Bundled Application Submission | ✓ | X
3 | Business Savings Account Application Submission | ✓ | X
4 | Business Checking Account Application Submission | ✓ | X
5 | Business Term Loans Application Submission | ✓ | X
6 | Working Capital Loans Application Submission | ✓ | X

Table 1-67 Corporate Lending Origination - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle Banking Corporate Lending Process Management(OBCLPM) 14.8.0.0.0 | Oracle FLEXCUBE Universal Banking 14.8.0.0.0
--- | --- | --- | ---
1 | Loan Drawdown Application Submission | ✓ | X
2 | Trade Loan Drawdown Application Submission | ✓ | X
3 | Loan Rollover Application Submission | ✓ | X
4 | Loan Application Tracker | ✓ | X

Table 1-68 Credit Facility Originations - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle Banking Credit Facility Process Management System (OBCFPM) 14.8.0.0.0 | Oracle FLEXCUBE Enterprise Limits and Collateral Management (ELCM) 14.8.0.0.0
--- | --- | --- | ---
1 | Amend Facilities | ✓ | ✓
2 | Collateral Evaluation | ✓ | NH
3 | Collateral Revaluation | ✓ | NH
4 | Application Tracker | ✓ | NH

Table 1-69 Open Banking - Transaction Host Integration

Sr No. | Transaction Name / Function Name | Oracle FLEXCUBE Universal Banking 14.8.0.0.0 | Oracle Banking Payments 14.8.0.0.0
--- | --- | --- | ---
1 | UK Open Banking AISP | ✓ | ✓
2 | UK Open Banking PISP | ✓ | ✓
3 | UK Open Banking Funds Confirmation (CBPII) | ✓ | NA
4 | UK Open Banking Consent Management | ✓ | NA
5 | Berlin Open Banking AISP | ✓ | NA
6 | Berlin Open Banking PISP | ✓ | ✓
7 | Berlin Open Banking Consent Management | ✓ | NA
8 | Berlin Open Banking Funds Confirmation (PIISP) | ✓ | NA