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
Customer Signature upload
Customer Signature offline verification
Customer Signature and Image Upload
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
Teller
Overview
ARC Maintenance
Utility Bill maintenance
Teller and Utility Bill Product
Cash, Cheque and Utility Bill Transactions
Closing and Balancing of Till
Description:
This Oracle FCUB Retail Operations 12.0.1 training helps
you learn the sequential core maintenances set-up of Oracle
FLEXCUBE Universal Banking so you can equip yourself with
the key static maintenances; these are the essential first
steps before getting into specific functional modules.
Expert Oracle University instructors will help you gain insight into
processing retail transactions within the banking domain.
Learn To:
Segregate between Day Zero maintenances and other
maintenances.
Understand the uniform functional architecture and design
used in retail modules of Oracle FLEXCUBE.
Successfully create cash and instrument based teller
products based on different offerings of the Bank.
Appreciate the linkages of core and other functional
modules with Retail modules.
Understand the modules in Oracle FLEXCUBE Universal
Banking Solution that can handle retail transactions, like
CASA, Retail Lending, Retail Teller, Clearing and
Standing Instructions.
Create an account class and product.
Testrict the number of account class and products to an
optimal level.
Benefits to You
By taking this course, you'll get practical, hands-on
experience setting up the core maintenances, including day zero
maintenances. You'll walk away with practical insight
regarding the creation of Teller, Clearing and SI transactions.
You'll also become familiar with other maintenances like
ARC, Clearing Network and Instruments. By participating in
interactive, hands-on lab sessions, you'll build a stable
foundation by simulating an implementation experience.
Please Note
All maintenances which are common to functional modules
are defined one time as part of the Core Maintenances. This
makes the day-to-day operations within the bank smooth
and less time consuming. Minimal steps are required to
complete the Teller, Clearing and SI transactions, as all
common attributes are already defined as part of Product Setup.
