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Oneview Portal Manual

The OneView Portal Manual provides detailed instructions on how to use various functionalities related to transit cards, including sign-up, new card applications, login, password recovery, and managing card features like top-ups and statements. It outlines the steps and buttons involved in each process, ensuring users can effectively navigate the portal. Additionally, it emphasizes security measures such as card hotlisting and resetting PINs to protect user accounts.

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aakashrraj2
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0% found this document useful (0 votes)
16 views53 pages

Oneview Portal Manual

The OneView Portal Manual provides detailed instructions on how to use various functionalities related to transit cards, including sign-up, new card applications, login, password recovery, and managing card features like top-ups and statements. It outlines the steps and buttons involved in each process, ensuring users can effectively navigate the portal. Additionally, it emphasizes security measures such as card hotlisting and resetting PINs to protect user accounts.

Uploaded by

aakashrraj2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 53

ONEVIEW PORTAL MANUAL

INTERFACES
TRANSIT CARD
1. Sign up…………………………………………………………………………………………………………….2
2. New Card Application………………………………………………………………………………………3
3. Login……………………………………………………………………………………………………………….5
4. Forgot Password……………………………………………………………………………………………..7
5. Dashboard………………………………………………………………………………………………………8
6. My profile……………………………………………………………………………………………………….9
7. Card top-up…………………………………………………………………………………………………….10
8. Card Statement……………………………………………………………………………………………….12
9. Card Hotlist…………………………………………………………………………………………………….13
10. Contact Us………………………………………………………………………………………………………14
11. Logout…….………………………………………………………………………………………………………16

1
Buttons

1.SIGN UP
Functionality:
It is the process in which an individual applies for and registers to become a cardholder for specific
type of a card like prepaid card. It involves providing personal, financial followed by an approval
procedure from the issuer.

Step 1: Select the user type.

Step 2: Enter the mobile number.

Step 3: Enter the last 4 digit of card number.

Step 4: Enter exp date.

Step 5: Click on verify button.

Step 6: Enter the user id, password and confirm password.

Step 7: Click on continue button.

Buttons:

Verify: Verify the details.

Back: Go to previous page.

2
Continue: Go to login page.

2. NEW CARD APPLICATION


Functionality:
Process in which an individual or entity applies for a card such as prepaid card from bank. This
application is the initial step in becoming a cardholder and gaining the access to the benefits and
features associated with the card.

Step 1: Enter the whole mandatory fields.

Step 2: Accept the terms and conditions.

Step 3: Click on apply.

Step 4: Send OTP to the corresponding mobile number.

Step 5: Enter the OTP and receive message for successful registration.

3
Buttons:

Apply: Apply the card.

Go back: Go to previous page.

Continue: Continue the process.

Resend OTP: Resend the OTP.

4
3. LOGIN
Functionality:
It allows the individuals to manage their card accounts online. By entering their unique credentials
like user id and password and cardholder can access a range of services related to their cards.

Step 1: Enter user id, password and Captcha.

Step 2: Click on continue button and OTP send to the corresponding mobile number.

Step 3: Enter valid OTP and click on login.

5
Show the card types on the screen and click on proceed button, it will go to dashboard.

Button:

Continue: Move forward to enter OTP page.

6
Login: Login to the platform.

Go back: Go to back page.

Resend OTP: Resend the OTP.

Sign up: Go to sign up page.

Apply here: Go to new card application page.

Forgot password: Go to forgot password page.

4. FORGOT PASSWORD
Functionality:
It is an online platform for resetting the password when they have forgotten them.

Step 1: Enter the user id.

Step 2: Click on continue button.

Step 3: Enter OTP page is opened and enter the OTP for forgot the password.

7
Step 4: Enter new password and confirm password.

Step 5: Click on continue button.

Button:

Continue: Go to next page.

Back: Go to previous page.

Resend OTP: Resend the OTP.

5. DASHBOARD
Functionality:
It is a visual display that consolidates present key information’s and functionalities on single screen. It
provides real time insights through elements.

Key points

Note: Offline transactions will be reflected once transaction record shared by the transport authority.

Disclaimer: HRTC, Nation First Transit Card, Nation First MTS Card, and MTC – Singara Chennai Card
belong to Mumbai 1- MMRDA Metro Product.

8
Step 1: Click on card top-up.

Step 2: Click on card hotlist.

Step 3: Click on card statement.

Step 4: Click on My profile.

Step 5: Click on view all link.

Step 6: Click on Contact us.

Buttons:

Card top -up: Go to card top-up page.

Card hotlist: Go to hotlist page.

Card statement: Go to statement page.

My profile: Go to my profile page.

View all: Go to statement page.

6. MY PROFILE
Functionality:
Online platform and applications allow users to view and manage their personal information’s and
account settings. It includes First name, last name, date of birth, OVD value and KYC type.

9
7. CARD TOP-UP
Functionality:
Allow users to add funds to a prepaid or stored value card, enabling continued use for transaction
such as purchases, bill payments and withdrawals.

Step 1: Click on card top-up functionality.

Step 2: Enter or select the amount that wanted to top up.

10
Step 3: Click on proceed button.

Step 4: Go to SBIePay page and select internet banking.

Step 5: Select the bank from drop down and click on pay now button.

After click on pay now the transaction will go to success and the screen will show successful message
and money inserted to the card successfully.

11
Buttons:

Proceed: Go to next page. (SBIePay page).

Pay now: Do the card top-up.

8. CARD STATEMENT
Functionality:
It is a detailed summary for the card expenses or billing. It serves an essential tool for card holders to
monitor their spending, verify transactions, and manage their finances efficiently.

Step 1: Click on card statement functionality.

Step 2: Select from and to date.

Step 3: Click on search icon.

Step 4: Click on download button.

Buttons:

Search icon: Search the transactions.

Download: For download the statement.

12
9. CARD HOTLIST
Functionality:
Allows card holders to immediately block their card and rendering them inactive to prevent
unauthorized transactions. This security measure is crucial when a card is lost, stolen…etc

It helps protest the fraud and unauthorized access to the funds.

Step 1: click on Card hotlist functionality.

Step 2: Select the reason to hotlist the card.

Step 3: Click on Hotlist button.

Step 4: Show a pop-up message for the confirmation of hotlist.

Step 5: Click on yes button.

13
Buttons:

Hotlist: Hotlist the card.

Yes: Allow the card to hotlist.

No: Not allow the card to hotlist.

10. CONTACT US
Functionality
It is the direct communication channel between users and organization, facilitating inquiries,
feedback or support requests.

14
Step 1: Click on contact us.

Step 2: Click on contact field and it will go to call.

Step 3: Click on email , it will go to Email application.

Step 4: Click on website, it will go to official website.

Links

Contact us: Go to call page

Email: Goto email application.

11 LOGOUT
Functionality
Users allows to logout their session securely.This feature is the overaall application security.

15
Click on logout button.

Button:

Logout: Logout from application.

16
INTERFACES
INR PREPAID CARD

1. Sign Up……………………………………………………………………………………………………………….18
2. Login ………………………………………………………………………………………………………………….19
3. Forgot Password………………………………………………………………………………………………….21
4. Dashboard…………………………………………………………………………………………………………..22
5. My profile …………………………………………………………………………………………………………..24
6. Card top-up…………………………………………………………………………………………………………24
7. Card statement……………………………………………………………………………………………………27
8. Card block…………………………………………………………………………………………………………..28
9. Reset pin…………………………………………………………………………………………………………….30
10. Card limit…………………………………………………………………………………………………………….33
11. Contact Us…………………………………………………………………………………………………………..34
12. Logout…………………………………………………………………………………………………………………35

17
Buttons

1.SIGN UP
Functionality
It is the process in which an individual applies for and registers to become a cardholder for specific
type of a card like prepaid card. It involves providing personal, financial followed by an approval
procedure from the issuer.

Step 1: select the user type.

Step 2: Enter the mobile number.

Step 3: Enter the PAN/TAN number as per user type.

Step 4: Enter last four digit of card number.

Step 5: Enter expiry date of card number.

Step 6: Click on verify button.

Step 7: Enter user id, password and confirm password.

18
Step 8: Click on continue button.

Buttons:

Verify: Verify the details.

Back: Go to previous page.

Continue: Go to login page

2. LOGIN
Functionality:
It allows the individuals to manage their card accounts online. By entering their unique credentials
like user id and password and cardholder can access a range of services related to their cards.

Step 1: Enter user id, password and Captcha.

Step 2: Click on continue button and OTP send to the corresponding mobile number.

Step 3: Enter valid OTP and click on login.

19
Show the card types on the screen and click on proceed button, it will go to dashboard.

Button:

Continue: Move forward to enter OTP page.

Login: Login to the platform.

20
Go back: Go to back page

Resend OTP: Resend the OTP.

Sign up: Go to sign up page.

Apply here: Go to new card application page.

Forgot password: Go to forgot password page.

3. FORGOT PASSWORD
Functionality:
It is an online platform for resetting the password when they have forgotten them.

Step 1: Enter the user id.

Step 2: Click on continue button.

Step 3: Enter OTP page is opened and enter the OTP for forgot the password.

21
Step 4: Enter new password and confirm password.

Step 5: Click on continue button.

Button:

Continue: Go to next page.

Back: Go to previous page.

Resend OTP: Resend the OTP.

4. DASHBOARD
Functionality:
It is a visual display that consolidates present key information’s and functionalities on single screen. It
provides real time insights through elements.

22
Step 1: Click on card top-up.

Step 2: Click on Rest pin

Step 3: Click on card limit.

Step 4: Click on card statement.

Step 5: Click on my profile.

Step 6: Click on view all link.

Step 7: Click on card block.

Buttons:

Card top -up: Go to card top-up page.

Card limit: Go to card limit page.

Card statement: Go to statement page.

Reset pin: Go to my reset pin page.

View all: Go to statement page.

23
5. MY PROFILE
Functionality:
Online platform and applications allow users to view and manage their personal information’s and
account settings. It includes First name, last name, date of birth, OVD value and KYC type.

6. CARD TOP-UP
Functionality:
Allow users to add funds to a prepaid or stored value card, enabling continued use for transaction
such as purchases, bill payments and withdrawals.

24
Step 1: Click on card top-up functionality.

Step 2: Enter or select the amount that wanted to top up.

Step 3: Click on proceed button.

Step 4: Go to SBIePay page and select internet banking.

Step 5: Select the bank from drop down and click on pay now button.

25
After click on pay now the transaction will go to success and the screen will show successful message
and money inserted to the card successfully.

26
Buttons:

Proceed: Go to next page. (SBIePay page).

Pay now: Do the card top-up.

7. CARD STATEMENT
Functionality
It is a detailed summary for the card expenses or billing. It serves an essential tool for card holders to
monitor their spending, verify transactions, and manage their finances efficiently.

Step 1: Click on card statement functionality.

Step 2: Select from and to date.

Step 3: Click on search icon.

Step 4: Click on download button.

Buttons:

Search icon: Search the transactions.

Download: For download the statement.

27
8. CARD BLOCK
Functionality
Allows cardholders to immediately restrict the use of their card, preventing unauthorized
transactions. This feature is essential when a card is lost or stolen.

Step 1: Click on card block functionality.

Step 2: Click on card block/unblock.

Step 3: Click on temporary block.

Step 4: show a pop-up message for the confirmation and click on yes for block the card otherwise no.

28
Step 5: Click on unblock button after block the card and the card unblocked successfully.

Step 6: Click on Hotlist button.

Step 7: show a pop message for confirmation and click on yes for hotlist the card otherwise no.

29
Buttons:

Card block or unblock: For block or unblock the card.

Temporary block: Temporarily block the card.

Unblock: Unblock the card.

Yes: Allow the card to block/ allow the card to unblock.

No: Not allow to block the card/ Not allow to unblock the card.

Hotlist: For hotlist the card.

9.RESET PIN
Functionality:
This functionality for cards enables cardholders to change or update their pin, which is essential for
authorizing transactions and accessing account services. This functionality useful for if a cardholder
forgets the pin.

30
Step 1: Click on Reset pin functionality.

Step 2: Click on reset pin button.

Step 3: Redirecting to the reset pin page.

31
Step 4: Enter New pin

Step 5: Enter confirm new pin.

Step 6: Click on submit button.

Step 7: Enter OTP and the pin reset successfully.

32
Button:

Reset pin: Redirected to reset pin page.

Submit: Change the pin successfully.

10.CARD LIMIT
Functionality:
Allows cardholders to manage and control the usage of their cards across various transaction
channels such as ATM, POS, E Commerce and contactless payments. This feature enhances security
and flexibility by enabling users to set specific limits or disable transactions for each channels
according to the user preferences.

Step 1: Click card limit functionality.

Step 2: on the toggle button for 4 channels and set the daily transaction amount in INR.

Step 3: Click on save button and save the limit successfully.

Step 4: In case of the limit is zero or the limit exceed compared to maximum limit, the application
shows error message for the limit.

Buttons:

Save: Save the limit.

33
Toggle: For activating the channel.

11.CONTACT US
Functionality:
It is the direct communication channel between users and organization, facilitating inquiries,
feedback or support requests.

Step 1: Click on contact us.

Step 2: Click on contact field and it will go to call.

Step 3: Click on email , it will go to Email application.

Links

Contact us: Go to call page

Email: Goto email application.

34
12. LOGOUT
Functionality
Users allows to logout their session securely.This feature is the overa all application security.

Click on logout button.

Button:

Logout: Logout from application.

35
INTERFACES

FTC CARD

1. Sign up ………………………………………………………………………………………………………………..37
2. Forgot password…………………………………………………………………………………………………..38
3. Login…………………………………………………………………………………………………………………….39
4. Dashboard……………………………………………………………………………………………………………41
5. My profile…………………………………………………………………………………………………………….42
6. Card Statement…………………………………………………………………………………………………….43
7. Reset pin………………………………………………………………………………………………………………44
8. Card limit……………………………………………………………………………………………………………..46
9. Card block…………………………………………………………………………………………………………….47
10. Contact Us……………………………………………………………………………………………………………51
11. Logout………………………………………………………………………………………………………………….52

36
Buttons

1.SIGN UP
Functionality
It is the process in which an individual applies for and registers to become a cardholder for specific
type of a card like prepaid card. It involves providing personal, financial followed by an approval
procedure from the issuer.

Step 1: Select the user type.

Step 2: Enter 10-digit phone number.

Step 3: Enter PAN/TAN as per user type.

Step 4: Enter last four digit of card number.

Step 5: Enter expiry date.

Step 6: Click on verify button.

Step 7: Enter user id, password and confirm password.

Step 8: Click on continue button.

Buttons:

Verify: Verify the details.

37
Back: Go to previous page.

Continue: Go to login page

2. FORGOT PASSWORD
Functionality

It is an online platform for resetting the password when they have forgotten them.

Step 1: Enter the user id.

Step 2: Click on continue button.

Step 3: Enter OTP page is opened and enter the OTP for forgot the password

38
Step 4: Enter new password and confirm password.

Step 5: Click on continue button.

Button:

Continue: Go to next page.

Back: Go to previous page.

Resend OTP: Resend the OTP.

3. LOGIN
Functionality:
It allows the individuals to manage their card accounts online. By entering their unique credentials
like user id and password and cardholder can access a range of services related to their cards.

39
Step 1: Enter user id, password and Captcha.

Step 2: Click on continue button and OTP send to the corresponding mobile number.

Step 3: Enter valid OTP and click on login.

Show the card types on the screen and click on proceed button, it will go to dashboard.

40
Button:

Continue: Move forward to enter OTP page.

Login: Login to the platform.

Go back: Go to back page

Resend OTP: Resend the OTP.

Sign up: Go to sign up page.

Apply here: Go to new card application page.

Forgot password: Go to forgot password page.

4.DASHBOARD
Functionality:
It is a visual display that consolidates present key information’s and functionalities on single screen. It
provides real time insights through elements.

41
Step 1: Click on Card block.

Step 2: Click on Reset pin.

Step 3: Click on card limit.

Step 4: Card statement.

Buttons:

Card block: For block the card.

Card limit: For set the limit of card.

Reset pin: For reset the pin.

Card statement: For check the card statement.

5. MY PROFILE
Online platform and applications allow users to view and manage their personal information’s and
account settings. It includes First name, last name, date of birth, OVD value and KYC type.

42
6. CARD STATEMENT
It is a detailed summary for the card expenses or billing. It serves an essential tool for card holders to
monitor their spending, verify transactions, and manage their finances efficiently.

43
Step 1: Click on card statement functionality.

Step 2: Select from and to date.

Step 3: Click on search icon.

Step 4: Click on download button.

Buttons:

Search icon: Search the transactions.

Download: For download the statement.

7. RESET PIN
This functionality for cards enables cardholders to change or update their pin, which is essential for
authorizing transactions and accessing account services. This functionality useful for if a cardholder
forgets the pin.

Step 1: Click on Reset pin functionality.

Step 2: Click on reset pin button.

Step 3: Redirecting to the reset pin page.

44
Step 4: Enter the OTP.

Step 5: Enter expiry date and new pin

Step 6: Enter confirm new pin.

Step 7: Click on confirm pin button and pin reset successfully.

45
Button:

Reset pin: Redirected to reset pin page.

Submit: Redirected to pin reset page

Confirm pin: For reset the pin successfully.

8. CARD LIMIT
Functionality
Allows cardholders to manage and control the usage of their cards across various transaction
channels such as ATM, POS, E Commerce and contactless payments. This feature enhances security
and flexibility by enabling users to set specific limits or disable transactions for each channels
according to the user preferences.

Step 1: Click card limit functionality.

Step 2: on the toggle button for 4 channels and set the daily transaction limit and amount.

Step 3: Click on save button and save the limit successfully.

Step 4: In case of the limit is zero, the application shows error message for the limit.

46
Buttons:

Save: Save the limit.

Toggle: For activating the channel.

9. CARD BLOCK
Functionality
Allows cardholders to immediately restrict the use of their card, preventing unauthorized
transactions. This feature is essential when a card is lost or stolen.

47
Step 1: Click on card block functionality.

Step 2: Click on card block/unblock.

Step 3: Click on temporary block.

Step 4: show a pop-up message for the confirmation and click on yes for block the card otherwise no.

48
Step 5: Click on unblock button after block the card and the card unblocked successfully.

Step 6: Click on Hotlist button.

49
Step 7: show a pop message for confirmation and click on yes for hotlist the card otherwise no.

Buttons:

Card block or unblock: For block or unblock the card.

Temporary block: Temporarily block the card.

Unblock: Unblock the card.

50
Yes: Allow the card to block/ allow the card to unblock.

No: Not allow to block the card/ Not allow to unblock the card.

Hotlist: For hotlist the card.

10. CONTACT US
Functionality
It is the direct communication channel between users and organization, facilitating inquiries,
feedback or support requests.

Step 1: Click on contact us.

Step 2: Click on contact field and it will go to call.

Step 3: Click on email , it will go to Email application.

Links

Contact us: Go to call page

Email: Goto email application.

51
11. LOGOUT
Functionality
Users allows to logout their session securely.This feature is the overaall application security.

Step1: Click on logout button.

Button:

Logout: Logout from application

52

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