Welcome to the Tuum BackOffice user guide. This resource offers all essential information for operating Tuum's core banking system via its graphical interface, BackOffice.
Review the global and content feature pages to understand the main features of Tuum BackOffice and how to use them.
Use the shortcuts below to quickly access user guides related to this domain's knowledge.
Users and roles
Person guide
Account guide
Account how-to guides
Deposit guide
Payment guide
Loan guide
Loan how-to guides
Loan penalty guide
Loan campaign guide
Card guide
Card how-to guides
Finance guide
Base interest rate guide
Administration guide
The BackOffice global features allow the BackOffice user to navigate through the BackOffice and adjust their working preferences. Below are highlights of the tools available for users to manage their experience within the BackOffice.
The main menu has been thoughtfully relocated to the left while maintaining its familiar elements and order, inspiring a seamless and smooth user experience.
Enhance your productivity with the feature-rich side panel. Easily access your favourite pages, copied content, and page history.
Looking for assistance is now simple and fast. You can effortlessly search or request content from the BackOffice user guide using the side panel ask or search field. You can follow the steps outlined in the summary or explore the BackOffice user guide to learn more about the topic of your interest.
Discover the power of the favourites feature and take control of your browsing experience. Save your most visited pages for an increase in efficiency and convenience.
Add more favourites with a single click using the star icon next to the breadcrumbs. And remember, you can also do so in the side panel.
Your copying history is saved in the clipboard. Enjoy the easy access to texts, links, and excerpts. It is your personal memory vault that ensures nothing valuable slips away.
Create a personal workspace that suits you with customisable visual modes and zoom settings. Your preferences are saved for future logins so you can seamlessly continue your work without distractions.
The content menu toggle gives you the power to keep your content menu open or closed just the way you like it.
Minimise or maximise the main content space with the content width toggle for a more comfortable browsing experience with just one click.
Clicking on the profile icon reveals a link to your profile settings and a logout button.
Keep an eye on the loading spinner – a subtle signal that your data is loading in the background. Plus, give it a click anytime to swiftly return to the dashboard.
The current banking day is always visible here. Look out for a vibrant red icon, signalling an ongoing banking day change process.
The BackOffice content page features allow the BackOffice user to customise their viewing preferences within the content area. These features apply to the pages with new design and are related to specific content elements displayed on those pages.
This chapter highlights the tools available to manage and optimise your experience within specific content element groups in the BackOffice.
The layout of the content page includes a page summary header, if available, and content sections in the middle, along with a content sidebar that features action buttons and various content section navigators on the right.
The summary header represents a collection of the most prominent data items for the business object, in this example, a person, across all content sections. Its purpose is to give users a quick and comprehensive overview of the business object at a glance.
The action buttons, which allow the user to perform critical activities on the business object, in this example, inactivating the person's record or restricting access to it, are located at the top of the content sidebar on the right.
The section navigators on the content sidebar present a comprehensive list of distinct content sections. Each item in this list serves a dual purpose:
A checkbox on the left controls whether its corresponding section is visible in the main content area. A checked box makes the section visible, while an unchecked box hides it.
When a checkbox is checked, the item also acts as a navigator. Clicking on the item's label will smoothly scroll the user to that visible section in the main content area, which is indicated by an arrow on the right.
The primary component for displaying a list of data entities in a specific section of the page is a basic table. The tools located in the table header enable users to customise and rearrange the view of the table's content, as illustrated below.
Check the box next to Show history to display past records, if any are available.
If an icon with three dots appears in square brackets , it indicates that some table columns cannot be displayed within the visible area of the screen.
Click Show more to reveal the list of hidden columns. You can also to make a hidden column visible.
You can download items by clicking Download next to the document or file you want to download. The download will begin automatically and save the document or file to your default download folder.
You can adjust how many items are shown per page:
You can customise which columns are shown and in what order.
Click Settings to customise which columns are visible.
To relocate the column into a different position: Click and hold the reorder handle next to the column name, then drag and drop the column to the desired position. Changes take effect immediately.
To show or hide a specific column: Check or uncheck the box next to its name. Changes are applied instantly.
Many sections include a Filter icon, which helps narrow down search results when working with large sets of data. For example, in the Actions log section, click Filter to open the search bar.
Start typing your search term, and results will begin to appear as you type. You can enter values such as a user’s first or last name, or the name of a specific parameter you're looking for.
You can sort data items by clicking Sort in any column header.
When you hover over a column header, both up and down arrows appear, indicating that the column is currently unsorted. Clicking the icon will cycle through sorting states: ascending (↑), descending (↓), and back to unsorted.
To edit a data item, click Edit, make the necessary changes or select a different option, then click Save to apply your updates.
To delete a data item, click Delete.
Review the confirmation modal below, then click Confirm to proceed or Cancel to stop the deletion.
For more information about the action buttons in the content sidebar, refer to the chapter for an illustrative example.
