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## Preface

Purpose

This guide is designed to help the user to quickly get acquainted with the Customer Standard Instructions maintenance process.

Audience

This guide is intended for the central administrator of the Bank who controls the system and application parameters and ensures smooth functionality and flexibility of the banking application.

Acronyms and Abbreviations

The list of the acronyms and abbreviations used in this guide are as follows:

Table -1 Acronyms and Abbreviations

Abbreviation | Description
--- | ---
System | Core Maintenance Module
NLP | Natural Language Processing
REST | Representational State Transfer

List of Topics

This guide is organized as follows:

Table -2 List of Topics

Topics | Description
--- | ---
Core Maintenance | This topic provides the information about core maintenance.
NLP Framework | This topic provides the information about NLP Framework.
Machine Learning Framework | This topic provides the information about machine learning framework.
File Upload | This topic provides the information about File Upload.
Rules Framework | This topic provides the information about Rules Framework.
Document Verification Framework | This topic provides the information about Document verification framework.
Error Codes and Messages | This topic provides the information about Error Codes and Messages.
Functional Activity Codes | This topic provides the information about Functional Activity Codes.

Symbols and Icons

The following symbols and icons are used in the screens.

Table -3 Symbols and Icons - Common

Symbol/Icon | Function
--- | ---
| Minimize
| Maximize
| Close
| Perform Search
| Open a list
| Add a new record
| Navigate to the first record
| Navigate to the last record
| Navigate to the previous record
| Navigate to the next record
| Grid view
| List view
| Refresh
| Click this icon to add a new row.
| Click this icon to delete an existing row.
| Click to view the created record.
| Click to modify the fields.
| Click to unlock, delete, authorize or view the created record.

Table -4 Symbols and Icons - Audit Details

Symbol/Icon | Function
--- | ---
| A user
| Date and time
| Unauthorized or Closed status
| Authorized or Open status

Table -5 Symbols and Icons - Widget

Symbol/Icon | Function
--- | ---
| Open status
| Unauthorized status
| Closed status
| Authorized status

Basic Actions

Table -6 Basic Actions

Action | Description
--- | ---
Approve | Used to approve the initiated report. This button is displayed, once the user click Authorize.
Audit | Used to view the maker details, checker details, and report status.
Authorize | Used to authorize the report created. A maker of the screen is not allowed to authorize the report. Only a checker can authorize a report, created by a maker.
Close | Used to close a record. This action is available only when a record is created.
Confirm | Used to confirm the performed action.
Cancel | Used to cancel the performed action.
Compare | Used to view the comparison through the field values of old record and the current record. This button is displayed in the widget, once the user click Authorize.
Collapse All | Used to hide the details in the sections. This button is displayed, once the user click Compare.
Expand All | Used to expand and view all the details in the sections. This button is displayed, once the user click Compare.
New | Used to add a new record. When the user click New, the system displays a new record enabling to specify the required data. Note: The fields which are marked with asterisk are mandatory.
OK | Used to confirm the details in the screen.
Save | Used to save the details entered or selected in the screen.
View | Used to view the report details in a particular modification stage. This button is displayed in the widget, once the user click Authorize.
View Difference only | Used to view a comparison through the field element values of old record and the current record, which has undergone changes. This button is displayed, once the user click Compare.
Unlock | Used to update the details of an existing record. System displays an existing record in editable mode.

Related Documentation

The related documents are as follows:

- Oracle Banking Security Management System User Guide
- Oracle Banking Getting Started User Guide