Oracle Banking Platform 2.4 - Origination Workflow Process

Should have basic knowledge of retail banking or any core
banking application

Audience

End Users

Implementation Consultant

Understand the concept of CASA Origination and process of
creating a new CASA Account

Understand the concept of CASA Unsecured OD Origination
and process of creating a new OD Account

Learn about the BPM Workflow Sequence for Unsecured CASA
OD

Understand the BPM Workflow Sequence for Amend Lending
Facility

Understand the concept of TD (Term Deposit) Origination
and process of creating a new TD Account

Understand the concept of Loan Origination and process of
creating a new Loan Account

Learn about the BPM Workflow Sequence for Lending Facility

Understand the concept of Amending a Lending Facility

Understanding CASA Origination Concept

Capture Application – Create Application

Capture Application – Product Details

Capture Application – Personal Details

Capture Application – Bundles

Capture Application – Structure Solution

Capture Application – Review & Submit

Edit Submission

Understanding CASA OD Origination Concept

Capture Application – Funding Details

Capture Application – Financial Details

Capture Application – Structure Solutions

Capture Application – Document Checklist

CASA OD BPM Workflow Sequence

Perform Credit Assessment

Processing Verification Details

Structure Solution

Create Offer

Settlement Instructions

Understanding Term Deposit (TD) Origination Concept

Understanding Loan Origination Concept

Description:

This Oracle Banking Platform - Origination Workflow
Process training teaches you how to originate a customer account

using the Oracle Banking Platform origination framework.
You will learn the origination process for liability and asset

types or products issued by the bank.

Learn To:

Capture product details related to its term, currency, purpose
and more.

Gather details for various types of parties and maintain
relationships between the parties.

Define primary account holders, joint account holders,
directors, power of attorneys, trustees and more.

Capture the collateral details in case of an asset type
of product, as well as funding details.

View financial details of the customer, which is used for
credit assessment.

Customize the account based on customer needs using
structure solution.

Submit the application.

Benefits to You

Taking this course will help you develop a firm
understanding of how the bank processes the application post

submission. See how the customer uses the BPM workflow
process.