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FCIDE (Core) 2.5 User Guide

This document discusses how to customize an existing Finacle menu in Finacle Customization IDE (Core). It covers adding new controls to an existing product menu, adding new custom tabs to a menu, and adding controls to the end of a menu. It also discusses custom searchers, menus with multiple detail pages, linked detail pages, and creating customization specification files.

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© All Rights Reserved
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0% found this document useful (0 votes)
141 views89 pages

FCIDE (Core) 2.5 User Guide

This document discusses how to customize an existing Finacle menu in Finacle Customization IDE (Core). It covers adding new controls to an existing product menu, adding new custom tabs to a menu, and adding controls to the end of a menu. It also discusses custom searchers, menus with multiple detail pages, linked detail pages, and creating customization specification files.

Uploaded by

hasi_muthu
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
  • Agenda
  • Overview
  • FCIDE (Core) – User Interface
  • Types of Customizations
  • New Custom Menu
  • Product Menu Customization
  • Custom Tab Addition
  • Adding Controls at End
  • Custom Searchers
  • New Custom Menu with Multiple Detail Pages
  • Custom Framework Specification – Tspec file creation
  • Custom Framework Specification – FCFG file creation

FSDP

Finacle Customization IDE (Core) 2.5.0

Ashish Verma
June 2013
Agenda 2

Agenda
• FCIDE (Core) overview
• Type of Customizations
• New Custom Menu
• Product Menu Customization
Customize Product Menu (Add controls anywhere)
Custom Tab Addition
Adding Controls at End
• Custom Searchers
• Custom menu with multiple detail pages
• Custom menu with multiple linked details pages
• Custom Framework Specification
TSPEC file creation
FCFG file creation

NOTE: Scope of this document is limited to FCIDE (Core)’s Integrated mode only

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3

Overview
Overview 4

Finacle Customization process using FCIDE (Core)

Build, Deploy and Check-in into SCM


HTML Design Customization Test
• Check-in HTML/XML into
• Design HTML screens for • Enable customization SCM
• Generate and deploy code
custom menus, or changes – add/hide (to local server) using the
controls, create new tool’s “Build and Deploy”
• Get HTML/XML of the tabs/menus/popups
product and import HTMLs action Note:
in FCIDE (Core) • Save and validate HTMLs • Test the menu functionality The generated JSP/JS
files should not be
maintained in SCM
Note: Note:
Base product HTML/XML Generated code should
are now available in
not be manually
Finbranch tar
modified

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FCIDE (Core) User Interface 5

FCIDE (Core) – User Interface

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6

Types of Customizations
Customization Categories 7

FCIDE (Core) – Customization Categories

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8

New Custom Menu


How to create a new custom menu?
New Custom Menu 9

New Custom Menu - Workflow

Create customization project of the type “New Custom Menu”

Create new HTMLs by selecting Finacle criteria/details/result page templates

Add controls to the HTML screen as per the requirement

Assign desired Finacle specific properties to the controls

Write custom JavaScript functions or link/include existing JavaScript


Customer Design Development Deployment
Requirement Frontend Save and
layout validate designed
plan ImplementHTMLs
scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
Generate code for
(entities) through Finacle withProvide
the help group and page specific
of FCIDE properties
UBS specification files
(Core)

Generate customization code and deploy to local IUT server

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New Custom Menu 10

New Custom Menu – Create a new project


Step 1: Create a new customization project

File → New → Customization Project

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New Custom Menu 11

New Custom Menu – Select Group type


Type a group name and select a Customization Group (New Custom Menu in this case)

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New Custom Menu 12

New Custom Menu – New HTML Creation


Step 2: Create a new HTML

Right click on WebContent → New → HTML Page

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New Custom Menu 13

New Custom Menu - New HTML Creation contd.


Provide a new for the new HTML (refer to the naming convention in the Notes section
below) and click Next

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New Custom Menu 14

New Custom Menu – HTML template selection


Select the correct HTML template from the ones provided (refer to Notes Section for
Template Selection Rules) and click Finish

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New Custom Menu 15

New Custom Menu – HTML designing


Step 3: Design the HTML(s) by dragging and dropping controls from the HTML Palette.
Separate HTMLs for criteria, details, result page need to be designed.

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New Custom Menu 16

New Custom Menu – HTML designing contd.


How to add a Select Control on criteria page?

Name the Select


control as
“funcCode”

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New Custom Menu 17

New Custom Menu – HTML designing contd.


How to add a Computational Field?

Create a detail page using appropriate template and then drag and drop “CompField” in the
header section of the HTML page.

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New Custom Menu 18

New Custom Menu – HTML designing contd.


For the added “CompField” Control, replace default “label1“ with desired label and comp
field variables ^compFld1234^ with logical name of control given in criteria page.

At runtime, variable “name” would be replaced by the actual value given by user on the
criteria page.

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New Custom Menu 19

New Custom Menu – Assign Finacle Properties

Step 4: (If required) Select desired control and assign Finacle specific properties to the
controls from Customization Properties pane
Save changes

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New Custom Menu 20

New Custom Menu – Add / Link / Include JavaScript


Step 5: (If required) Additional control specific JavaScript function can be also be written for
validation/computational purposes, if required.
Right-click on HTML → Finacle Customization → Update Link JS
or, Select HTML → Page Properties → Include/Link JavaScript

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New Custom Menu 21

New Custom Menu – Save and Validate HTMLs


Step 6: Save the HTML page and validate it for syntactical/standardization errors.

Select project and click FCIDE(Core) → Validate Group HTMLs

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New Custom Menu 22

New Custom Menu – Group Properties


Step 7: Group properties (mandatory) set the page flow of the custom menu and the
associate script details for various page level actions as shows in next slide.

Select project and click FCIDE(Core) → Group Properties

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New Custom Menu 23

New Custom Menu – Group Properties contd.


Go to “Page Details Summary” tab and provide mapping for INITIAL, DETAILS and RESULT
pages.

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New Custom Menu 24

New Custom Menu – Group Properties contd.


Go to “Associated Scripts” tab and script details scripts that need be invoked on action
events of the criteria, detailed and result pages.

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New Custom Menu 25

New Custom Menu – Code Generation and Deployment


Step 8: Select “Build and Deploy” option to generate customization code and deploy it on a
local IUT server.
Generated code can be found in the FTP folder, parallel to eclipse folder.

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26

Product Menu Customization


How to customize and existing Finacle menu?
Customize Product Menu 27

Customize Product Menu – Workflow

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

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Customize Product Menu 28

Customize Product Menu – Create new project


Step 1: File → New → Customization Project

Provide the group name (here, wemdocs) and select “Customize Product Menu” project
type. Provide the menu name (here, mwme) and click Finish.

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Customize Product Menu 29

Customize Product Menu – Import product HTML


Step 2: Import product HTML to be customized.
Right-click on WebContent → Import → Finacle Import → Import HTML File

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Customize Product Menu 30

Customize Product Menu – Import product HTML contd.


Browse and select the product HTML that needs to be customized and click Finish.

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Customize Product Menu 31

Customize Product Menu – Edit / Customize product HTML

Step 3: Customize the HTML by adding new controls, re-arranging existing controls, hiding
controls or by changing Finacle specific properties.
For adding new controls, additional rows can be added if required:
Right-click on a row → Table → Add Row Before/After

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Customize Product Menu 32

Customize Product Menu – Edit / Customize product HTML contd.

As part of product menu customization, existing controls can be hidden.


To hide a control delete its label make the control invisible from –
Customization Properties → CSS/Accessibility → Style → Set “visibility:hidden” → Save

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Customize Product Menu 33

Customize Product Menu – Add/Modify Finacle Properties


Step 4: (If required) Select desired control and add/edit Finacle specific properties to the
controls from Customization Properties pane
Save changes

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Customize Product Menu 34

Customize Product Menu – Associate JavaScript


Step 5: Additional control specific JavaScript function can be also be written for
validation/computational purposes, if required.
Right-click on HTML → Finacle Customization → Update Link JS
or, Select HTML → Page Properties → Import/Link JavaScript

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Customize Product Menu 35

Customize Product Menu – Save and Validate HTMLs


Step 6: Save and validate HTML for syntactical correct and Functional Equivalence*

Select project and click FCIDE(Core) → Validate Group HTMLs

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Customize Product Menu 36

Customize Product Menu – Code Generation and Deployment

Step 7: Select “Build and Deploy” option to generate customization code and deploy it on a
local IUT server.

Generated code can be found in the FTP folder, parallel to eclipse folder.

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Customize Product Menu 37

Customize Product Menu – Code Generation and Deployment

Appropriate message is displayed on success code generation. In case of errors /


exceptions during code generation, related information is presented in the Problems pane

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38

Custom Tab Addition


How to add a new tab to an existing Finacle menu?
Custom Tab Addition 39

Custom Tab Addition - Workflow

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 40

Custom Tab Addition – Create a new project


Step 1: File → New → Customization Project

Provide the group name (here, ivsm) and select “Custom Tab Addition” project type. Provide
the menu name (here, hivsm) and click Finish

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 41

Custom Tab Addition – New HTML creation


Step 2: Create a new HTML for the new tab.

Right-click on WebContent → New → HTML Page

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 42

Custom Tab Addition – New HTML creation contd.


Provide name of the new HTML and click Next.

Select Finacle details page template for the new tab and click Finish.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 43

Custom Tab Addition – HTML designing


Step 3: Add new control to the newly created HTML from the HTML palette.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 44

Custom Tab Addition – Assign Finacle Properties


Step 4: (If required) Select desired control and assign Finacle specific properties to the
controls from Customization Properties pane
Save changes

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 45

Custom Tab Addition – Add / Link / Include JavaScript


Step 5: (If required) Additional control specific JavaScript function can be also be written for
validation/computational purposes, if required.
Right-click on HTML → Finacle Customization → Update Link JS
or, Select HTML → Page Properties → Import/Link JavaScript

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 46

Custom Tab Addition – Save and Validate HTMLs


Step 6: Save the HTML page and validate it for syntactical/standardization errors.

Select project and click FCIDE(Core) → Validate Group HTMLs

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 47

Custom Tab Addition – Provide Custom Tab properties


Step 7: Provide tab specific properties

Select Group → FCIDE (Core) dropdown → Page Properties → Custom Tab

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 48

Custom Tab Addition – Code Generation and Deployment


Step 8: Select “Build and Deploy” option to generate customization code and deploy it on a
local IUT server.
Generated code can be found in the FTP folder, parallel to eclipse folder.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Tab Addition 49

Custom Tab Addition – Code Generation and Deployment


Appropriate message is displayed on success code generation. In case of errors /
exceptions during code generation, related information is presented in the Problems pane

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
50

Adding Controls at End


Light-weight flavor of Customize Product Menu
Adding Controls at End 51

Adding Controls at End - Workflow

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Adding Controls at End 52

Adding Controls at End – Create new project


Step 1: File → New → Customization Project

Provide the group name (here, wemgen) and select “Custom Tab Addition” project type.
Provide the menu name (here, mwme) and click Finish

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Adding Controls at End 53

Adding Controls at End – Import product HTML


Step 2: Import product HTML to be customized.
Right-click on WebContent → Import → Finacle Import → Import HTML File

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Adding Controls at End 54

Adding Controls at End – Customize product HTML


Step 3: An extra table will be automatically created at the end of the HTML page for adding
control at the end.

Add desired control from the HTML palette.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Adding Controls at End 55

Adding Controls at End – Assign Finacle Properties


Step 4: (If required) Select desired control and assign Finacle specific properties to the
controls from Customization Properties pane

Save changes

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Adding Controls at End 56

Adding Controls at End – Save and Validate HTML


Step 5: Save the HTML page and validate the group for syntactical/standardization errors.

Select project and click FCIDE(Core) → Validate Group HTMLs

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Adding Controls at End 57

Adding Controls at End – Code Generation and Deployment

Step 8: Select “Build and Deploy” option to generate customization code and deploy it on a
local IUT server.
Generated code can be found in the FTP folder, parallel to eclipse folder.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
58

Custom Searchers
How to create a custom search criteria filter?
Custom Searcher 59

Custom Searcher - Workflow

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 60

Custom Searcher – Create new project


Step 1: File → New → Customization Project

Provide the group name (here, searcher) and select “Search Criteria Pop-Up” project type.
Click Finish.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 61

Custom Searcher – New HTML creation


Step 2: Create a new HTML for the new tab.

Right-click on WebContent → New → HTML Page

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 62

Custom Searcher – New HTML creation contd.


Provide name of the new HTML (here, [Link]) and click Next.

Select Finacle details page template for the new tab and click Finish.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 63

Custom Searcher – New HTML creation contd.

Design the HTML by dragging and dropping controls from the HTML Palette

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 64

Custom Searcher – Save and Validate HTML


Step 3: Save the HTML page and validate it for syntactical/standardization errors.

Select project and click FCIDE(Core) → Validate Group HTMLs

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 65

Custom Searchers – Code Generation and Deployment for custom searcher


Step 4: Select “Build and Deploy” option to generate customization code and deploy it on a
local IUT server.
Generated code can be found in the FTP folder, parallel to eclipse folder.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 66

Custom Searchers – Code Generation and Deployment for custom searcher


The designed searcher can be linked to the Lookup control of another custom menu (here,
ncm).

Step 5: Write a new function searcherClick() in the LINK JS file of the custom menu’s page
on which Lookup control is present.
Right-click on the HTML → Finacle Customization → Update Link JS

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

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Custom Searcher 67

Custom Searcher – Link custom searcher to custom menu


Link the function searcherClick() to the lookup control on the custom menu’s HTML.

href=“javascript:searcherClick()”

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 68

Custom Searcher – Link custom searcher to custom menu


contd.

Step 6: Link custom_functions.js file to the HTML page.


Select project and click FCIDE(Core) → Page Properties → Click Import/Link JavaScript tab
Browse to the folder <finbranch>\custom\javascripts and select custom_functions.js

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 69

Custom Searcher – Link custom searcher to custom menu


contd.

custom_functions.js will get linked to the HTML page and will be displayed in the list.
Click OK to finish.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 70

Custom Searcher – Save and Validate HTML


Step 7: Validate the custom menu group to which custom searcher has been added.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Searcher 71

Custom Searcher – Final Code Generation and Deployment

Select “Build and Deploy” option to generate final customization code for custom menu on
which custom searcher is added.

Generated code can be found in the FTP folder, parallel to eclipse folder

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
72

New Custom Menu


With multiple detail pages

Selection A → Detail page 1


Selection B → Detail page 2
Custom Menu with multiple detail pages 73

New Custom Menu – With multiple detail pages


• Used when the requirement is to call different detail pages on different criteria selection
Step 1: Design a new custom menu with Criteria, two Details and a result page.

Call a function (say fnSwitchDetail) on change of funcCode

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Menu with multiple detail pages 74

New Custom Menu – Add calling function


Step 2: Add functionality for function fnSwitchDetail() in the Link JS of criteria page

Right-click on criteria HTML → Finacle Customization → Update Link JS

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Menu with multiple detail pages 75

New Custom Menu – Set page properties


Select Criteria HTML → Page Properties → User Added Variables

Add hidden variable nextPage and check ‘To be Submitted’ option

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Custom Menu with multiple detail pages 76

New Custom Menu – Validate HTMLs and generate code


Provide group properties, validate the HTMLs syntactical/standardization errors.
Select project and click FCIDE(Core) → Validate Group HTMLs
Select “Build and Deploy” option to generate customization code and deploy it on a local
IUT server.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

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77

New Custom Menu


With multiple detail pages

Criteria page → Details page 1 → Details page 2 → Result page


Custom Menu with multiple detail pages 78

New Custom Menu – With multiple detail pages


• Used when the requirement is to call multiple detail pages in a sequence (Detail page 1
followed by detail page 2 and so on)

Steps:
• Design a new custom menu with Criteria, two Details and a result page.
• By default, function fnValidateData() is called on click of Submit button on details page. This
method is present in Link JS of the details page.
function fnValidateData() {
if (!fnCheckMandatoryFields()){
return false;
}
return true;
}

• User can extend the functionality of fnValidateData() function to call another detail page on
click of Submit (refer Notes for sample of updated function)
• Save and Validate group HTMLs. Provide group properties and generate code.

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79

Custom Framework Specification


Tspec file creation
Tspec file creation 80

Custom Framework Specification – Tspec file creation


File → New → Customization Project

Provide the group name for Tspec file (here, tspec_sample) and select “New Custom
Framework Spec” project type. Choose “T Spec” and click Next.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Tspec file creation 81

Custom Framework Specification – Tspec file creation


Provide details under “Spec Details” tab and click Save button.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Tspec file creation 82

Custom Framework Specification – Tspec file creation


Select “Field Details” tab and provide required details.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
Tspec file creation 83

Custom Framework Specification – Tspec file creation

• If a particular field is a key field say for example accno, then select the option "Yes" for “Is
Key Field”. Then click on Add button. Once completed, the given field will appear in the
table below the add button.

• If a key field needs to be modified select on the required field and click "Modify" button. This
will enable the user to modify the required key field. Once completed, click Save button for
saving the changes.

• Finally, click on Finish for creating the TSPEC file. The TSPEC file will be created in the
given name and will appear in the project explorer under

groupname → tspec → <filename>.ctspec

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84

Custom Framework Specification


FCFG file creation
FCFG file creation 85

Custom Framework Specification – FCFG file creation


File → New → Customization Project

Provide the group name for Tspec file (here, fcfg_sample) and select “New Custom
Framework Spec” project type. Choose “FCFG Spec” and click Next.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
FCFG file creation 86

Custom Framework Specification – FCFG file creation


The user will then be forwarded to the FCFG creation page which has three tabs viz.
Program Attributes, Field Attributes & Scripts.

• Program Attributes - The table name has to be the same name as that of the TSPEC file
created. Enter the other details and click on Save.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
FCFG file creation 87

Custom Framework Specification – FCFG file creation


• Field Attributes - Select the "Field Attributes" tab which has two sub tabs for providing the
criteria and details fields details for the FCFG file.

Multiple criteria and detail fields can be added using the "Add" button. Once the details are
provided, click on Save button for saving the changes.

Customer Design Development Deployment


Requirement Frontend layout plan Implement scripts if any Generated files are
(FCFG) and backend custom validations or ready for deployment
To maintain uniquely custom table processing is to be done in custom path
identifiable records specification (CTSPEC)
(entities) through Finacle Generate code for
with the help of FCIDE
UBS specification files
(Core)

CLIENT LOGO
FCFG file creation 88

Custom Framework Specification – FCFG file creation


• Scripts - Users can write their own validation scripts and post process scripts for custom
validations in FCFG file using the script tag.

Click on Save button after entering script details and finally click Finish for generating the
FCFG file.

CLIENT LOGO
Thank You

© 2013 Infosys Limited, Bangalore, India. All Rights Reserved. Infosys believes the information in this document is accurate as of its publication date; such information is subject to change
without notice. Infosys acknowledges the proprietary rights of other companies to the trademarks, product names and such other intellectual property rights mentioned in this document.
Except as expressly permitted, neither this documentation nor any part of it may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic,
mechanical, printing, photocopying, recording or otherwise, without the prior permission of Infosys Limited and/ or any named intellectual property rights holders under this document.

FSDP
Finacle Customization IDE (Core) 2.5.0
Ashish Verma
June 2013
Agenda
• FCIDE (Core) overview
• Type of Customizations
• New Custom Menu
• Product Menu Customization
Customize Product Menu
Overview
3
Finacle Customization process using FCIDE (Core) 
Overview
4
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HTML Design
• Design HTML screens for 
custom menus,
FCIDE (Core) – User Interface
FCIDE (Core) User Interface
5
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Types of Customizations
6
FCIDE (Core) – Customization Categories
Customization Categories
7
CLIENT LOGO
New Custom Menu
How to create a new custom menu?
8
New Custom Menu - Workflow
 
New Custom Menu
9
CLIENT LOGO
Customer 
Requirement
To maintain uniquely 
identifiable records
New Custom Menu – Create a new project 
    Step 1: Create a new customization project 
            
File → New → Customizati

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