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## Preface

Purpose

This guide is designed to help you quickly get acquainted with the many functions routinely executed every day.

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.

List of Topics

This guide is organized into the following topics:

Table - List of Topics

Topic | Description
--- | ---
Document Generation Service | This topic provides an overview of Document Generation Service and flow diagrams depicting information flow.
Upload Report Template | This topic provides a brief description and the tasks to upload a template and configure an output format for the report.
File Management | Provides a brief description on file upload and its approval process.
Error Codes and Messages | This topic provides brief description about the error and warning messages, which are displayed.

Related Documents

For information related to other micro services of Oracle Banking Microservices Architecture, refer the following documentation:

- Oracle Banking Common Core User Guide

List of Buttons

The following buttons are used in the screens.

Table - List of Action Buttons

Buttons | 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

Table - List of Audit Buttons

Button | Function
--- | ---
| A user
| Date and time
| Unauthorized or Closed status
| Authorized or Open status

Table - List of Widget Buttons

Button | Function
--- | ---
| Open status
| Unauthorized status
| Closed status
| Authorized status

Basic Actions

The list of basic actions performed in most of the screens are listed below

Table - List of Basic Actions

Action | Description
--- | ---
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. This button is displayed during any of the following scenarios: Report linkage is created successfully. Report template is uploaded successfully. After you click a widget in the View Report Template screen and View Report Linkage screen.
Save | Used to save the details entered or selected in the screen.
Unlock | Used to update the details of an existing record. System displays an existing record in editable mode. This button is displayed during any of the following scenarios: Report linkage is created successfully. Report template is uploaded successfully. After you click a widget in the View Report Template screen and View Report Linkage screen.
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. This button is displayed during any of the following scenarios: Report linkage is created successfully. Report template is uploaded successfully. After you click a widget in the View Report Template screen and View Report Linkage screen. Note: For more information on the process, refer Authorization Process.
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. This button is displayed during any of the following scenarios: Report linkage is created successfully. Report template is uploaded successfully. After you click a widget in the View Report Template screen and View Report Linkage screen.
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.
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.
Expand All | Used to expand and view all the details in the sections. This button is displayed, once the user click Compare.
Collapse All | Used to hide the details in the sections. This button is displayed, once the user click Compare.
OK | Used to confirm the details in the screen.