Chapter 1 Overview of Fiancle Top

INDEX
Sr No Title
1 User Groups
2 Logging into the system
3. Key mapping
4. Logging out of the system

Finacle is an integrated on-line, enterprise banking system. This complete web-

enabled solution is centralised, multi currency, multi-lingual, functionally rich
solution that addresses the retail and corporate banking requirements.

This chapter discusses the process of logging into application, the function keys
mapping and various terminology related to the application. To navigate and
perform the banking operations in this application, the user needs to have some
amount of familiarisation to the software. This chapter is aimed at introducing the
user perform various tasks without exploring in-depth into the functionality of the
package but serve only to serve as an introduction to the application.

The user also needs to be conversant with the various keys and combination of
keys that are used in the application.

User Groups:

All users logging into the application will have a user ID and a password. The
users are grouped into Users Groups based upon the kind of banking operations
performed by them. The various User Groups defined in the system are as
follows:

General User: This user groups performs the regular banking and front office
functions. This includes operators, officers, accountant and Manager. They will
be creating customer IDs, open accounts and create / verify financial
transactions.

System Operators: The users of this user group are in-charge of executing
system related functions such as data backup, data restore, begin-of-day and
end-of-day etc.

Database Administrators: This user groups will be responsible for the upkeep
and maintenance of the database. Defining various reports for the use of general
users, maintenance of scripts etc. (activities will be mostly done at the data
centre).

Inspection and Audit: This user group performs routine inspection and carries
out audit in the bank / branch. Users belonging to this group will have access
only to the options, which are of inquiry in nature.

Work Class:

Every user is associated with a work class. This work class is also associated
with each of the menu option available in the system. Since this work class is
associated both with the user and the menu, access rights for a particular person
or category of persons can be decided using this feature. Different persons in the
same category can be assigned with different responsibilities with reference to
the application by assigning different work class.

The following work classes have been defined in the system with the access
rights mentioned against each work class:

User Tenor:

The accessibility of the user depends on the user's status. The status of the user
can be of two types:

Captive: The user with a captive status can access the data belonging to his
service outlet (SOL) alone but can inquire on the accounts belonging to other
SOL.

Free: The free user can access the data belonging to all SOLs. Accessing all
menu options also depends on whether the menu is free or not.

The following table explains the effect of the captive and free parameters:

Captive Menu Free Menu

Captive User No Inter-SOL No Inter-SOL transactions
transactions
Free User No Inter-SOL Inter-SOL transactions allowed
transactions
Logging Into System:

For logging into system invoke a browser application like internet explorer and
enter the URL in the address bar. URL stands for Uniform Resource Locator - a
unique address given to an internet web page.

The user also needs to have a valid applications password of the user ID. If the
password is found to be correct, the user is allowed to use the application after
the system performs the fourteen security checks / updations connected with the
user Id.

When the proper URL is entered into the address bar of the Internet Explorer, a
login screen is displayed where the user has to enter User ID and Password.

If the user is a new user, who is logging into the application for the first time, then
the system forces the user to change his / her password.

Click on the button “OK” to continue. Once the “OK” button is clicked another
screen will appear where user has to enter old password, new password and
confirm new password.

The Main Menu:

On successful login to the system, the main menu is displayed to the user.

The various parts of the main menu screen are described below:
Progress Indicator: There is a small rectangle at the end of the message area.
It uses different colours to indicate the progress of currently performing
operations of the system. These colours are:
 Green: Control is currently with the browser and user can initiate
operations.
 Yellow: The browser is performing some internal processing like
repainting the screen etc.
 Red: The browser is communicating with the server.

When the colour of the progress indicator is green, the user can initiate some
process. Some times there will be a message “Working” and the progress
indicator will be green. In that case also the user can continue to initiate some
process.

Action Bar: This displays the different actions that can be performed at a
screen. Each button corresponds to a specific action. Clicking on the buttons will
initiate the concerned action. Action bar is applicable for Web based menu
options only.
Message Bar: All system messages are displayed here. Messages include,
help, error messages, warnings etc. If the message to be displayed is more than
80 characters and cannot be displayed in a single line then the message will be
displayed in a box that will pop up. Message area is not applicable for the ONS
screen.

The software uses following two types of menu systems:

Web based menu screen: In the web based menu system, like the main menu,
there will be more of use of the mapped keys and mouse will have a very little
role to play. For every action to be performed a key is defined, e.g. F10 for
commit and F11 to move to the next field.

ONS Menu screen: In ONS (ONline Services) menu there are buttons defined
for various actions. Only these buttons are to be used for the actions and
mapped keys will not be used here. ONS menu names normally start with H, like
HCUMM, HACCBAL, HACSHDEP etc. When you type menu name of ONS menu
in the space provided for menu options a separate instance of Internet Explorer
will be opened where the ONS menu screen will be displayed. In the ONS screen
the fields that have a red asterisk by their side are mandatory fields. The system
requires all the mandatory fields to be filled before entering the details in further
screens. After completing the work in the ONS screens click on the tab main
menu to return to the user main menu.

Favourites:

Right side of the user main menu is for the favourites list. A user can have the list
of frequently used menu options in the favourites. For example an operator who
is normally doing the work of cash deposits and receipts will be using only two
menus throughout the day. For creating the favourites, copy the menu option that
is frequently used (from the left side menu list) and paste the same in the
favourites list on the right side. Use ctrl+c to copy and ctrl+v for pasting the
favourites list.

Key Mapping:
Physical Description
Key
F1 Field Level Help
F2 List
F3 Quit
F4 Accept
F5 Background Menu
F6 Next Block
F8 Copy Record
F9 Display Signature
F10 Commit
F11 Next Field
F12 Previous Block
TAB Go to next valid field
Enter Go to next field
Down Arrow Next record
Up Arrow Previous record
Ctrl+D Page down on a list
Ctrl+E Explode
Ctrl+F Clear field
Ctrl+U Page up on a list
Ctrl+T Display Logging Information
Ctrl+X Put BOD Date in date field, Put max amount in amount field
Shift+F1 Function Key Help
Shift+F4 Select the current item from list
Shift+Tab Go to previous field

Frequently used keys and the key mapping are applicable only for web based
menus. In case of ONS screens, use only the buttons that are provided on the
screen. The function / purpose of some of the oft-keys have been explained
below:
F1 As in case of several word processors and spreadsheet packages,
F1 displays context-sensitive help messages and field level help
messages.

F2 This key displays a list of the codes that may be used in a particular
field.
F3 Quits and takes the user back to where he / she started when in
action. It can be used when the input is incorrect and the user wants
to abandon the operations. It can also used for going back to the
previous menu.

F4 After the user has completed the input, this key can be used to
accept the data. This key can also be used for moving to the next
mandatory field in the screen.

F6 This key is used to navigate to the next block / next page depending
upon the screen in which the user is.

F10 This is a very important key and this concludes the transaction. The
is the COMMIT and the transaction gets over once this key is
pressed and the related data is written into the database.

F11 This key is used to transmit from one field to the next field. While
moving from one field to another it also validates the entered data in
the previous field.

F12 This key is used to come back to precious page / previous block
depending upon in which screen the user is.

Shift+F4 This key combination can be used to select a value from the list of
valid values listed for a particular field.

Ctrl+E This key is useful to explode the details, when in inquiry screens. For
example, when the user is I Customer Master Inquiry, a list of
various accounts of the customer is displayed. Move the cursor to
the account and press Ctrl+E to take a brief look at the details of the
account selected.

Ctrl+F This key combination can be used when the user wants to clear a
field.

Ctrl+T The User Id, Terminal Id, BOD date and language details of the user
who has logged in are displayed.

Ctrl+X This key combination populates the default BOD date when in the
date field and maximum amount when in the amount field.

F4 versus F11: When the user makes an entry in a field and presses the key
F11 the cursor moves on to the next field after validating the entry in the entered
field. When the user enters a field and presses key F4 the cursor moves on to
the next mandatory field after validating the entry in the entered field.

This is the default key mapping in the system. However, this key mapping can be
changed to suit individual's choice. But for the sake of convenience and a
homogeneous interface it is suggested that the default key mapping should
not be changed. Customization of keys is applicable for web based menu
options only.

Very Important:
 Never use the back button on the browser after logging in, it will take you
out of the logging session.
 Do not try to close the window by clicking on the top right corner “X”
button. It will simply close the Internet Explorer window and will not log
you out of the system. After this if you try to log in again it will give you a
message “User already logged in”.
 Do not try to close the applet window by clicking on the top right corner “X”
button. It will not close the applet window. The same applies to any
message window.

The Background menu:

Click on the background button on the action bar to invoke the background
menu. It can also be obtained by pressing the key F5 when the user is in any of
the processing / menu options. Pressing F5 does not work from the main menu.

The available options are:

************
To go back to the main menu invoke the F3 key or click on the MENU button on
the action bar.

Logging out of the application:

 Click on the logout button on the action bar

 Type “exit” in the menu option and press enter.

In both the cases a window will popup asking for confirmation of the logout.
Never close the browser without logging out of the application. By closing the
browser you will not be logged out of the system and later login will not be
possible without DBA intervention.