Core maintenance
Setting up of bank and branch parameters
Setting up country and currency parameters
Setting up of accounting period
Maintaining transaction codes
Defining holidays for the bank and branches
General Ledger
Creating chart of accounts
Defining reporting line hierarchy
Customer and account maintenance and signature
verification
Creating CIF
Creating various types of account classes
Creating customer accounts under different account
classes and account operations
IC for customer accounts
Defining interest rules
Setting up interest products
Linking interest rules to the interest product
Limits maintenance
Learning to maintain issuer details, types of
collaterals, collateral pool, lendable margins
Creating limit line templates and limit facilities
Tracking exposure of customers
ICCF, tax and brokerage
Learning to create interest, commission, charges, fees,
tax and brokerage rules
Defining classes for interest, commission, charges, fees,
tax and brokerage rules
Associating classes with a functional product
Settlement instructions
Learning to maintain standard settlement instructions
Learning to maintain standard settlement instructions for
specific customers and modules
MIS
Learning to setup management information system structure
and associating it with customer or functional product
UDF
Learning to create various types of user defined fields
and associating them at the module level
Lending
Lending Domain
Maintaining Branch Parameters
UDE Value and UDE Rule
Defining the Product Category
Setting up Products for CL
Entering Loan Accounts for CL
Contract Life Cycle Processes
Mortgages
Mortgages Domain
Maintaining Branch Parameters
UDE Value and UDE Rule
Defining the Product Category
Setting up Products for MO
Entering Loan Accounts for MO
Contract Life Cycle Processes
Leasing
Leasing Domain
Maintaining Branch Parameters
UDE Value and UDE Rule
Defining the Product Category
Setting up Products for LE
Entering Loan Accounts for LE
Contract Life Cycle Processes
Description:
This Oracle FCUB Lending 12.0.1 training helps you learn
the sequential core maintenances set-up of Oracle
FLEXCUBE Universal Banking in order to equip yourself
with the key static maintenances which are the essential first
steps before getting into specific functional modules.
This course is designed to help you gain insight into the banking
domain with respect to processing of Lending type of
transactions.
Learn To:
Gain practical experience setting up the core
maintenances, including day zero maintenances.
Segregate between day zero maintenances and other
maintenances.
Create a product and restrict the number of products to
an optimal level.
Understand the functional architecture and design used in
the lending module of Oracle FLEXCUBE. Successfully
create lending products based on different offerings of
the bank.
Appreciate the linkages of core and other functional
modules with the lending set of modules.
Get practical insight into creating lending transactions.
Perform other operations like manual liquidation, manual
disbursement and value dated amendments.
Benefits to You
By taking this course, you'll get to work with an expert
instructor who will give you a step-by-step guide to delivering fast
and efficient product set-ups, transaction inputs and
processing operations in a bank's lending ambit. You'll walk away
with the ability to create diverse types of loan products
used by banks across the globe. The lending related modules
include Consumer Lending (CL), Mortgages (MO) and Leasing
(LE). By participating in hands-on lab sessions, you'll
learn how to handle common business scenarios as a member
of the task force that deploys a lending suite of products
for a bank.
Please Note
All maintenances which are common to functional modules
are defined one time as part of the Core Maintenances,
thereby making the day-to-day operations within the bank
smooth and less time consuming. Minimal steps are required
for bank users to complete the lending transactions, as
all common attributes are already defined as part of product
setup. These modules in Oracle FLEXCUBE are very dynamic
and equip you to parameterize every component that
may be required in the loan lifecycle.
