Finacle CBS - Jasper Reports Integration Tutorial

Overview

A complete end-to-end tutorial for creating, deploying, and integrating Jasper Reports in Finacle Core Banking System. This repository contains a working example of a Loan Recovery Details Report with full documentation covering the entire workflow from design to deployment.

Based on 12+ years of production experience implementing 300+ reports across 300+ branches serving 2.1M+ customer accounts.

What You'll Learn

Complete Finacle Report Workflow

Design Phase - Creating reports in iReport Designer using SPBx Proc framework
Stored Procedure - PL/SQL backend integration with Finacle
Backend Deployment - Unix/Linux deployment via Putty (chmod, deploy scripts)
Frontend Integration - Finacle menu configuration (FINRPTC, FINRPT)
Access Management - Role-based report access control
Testing & Troubleshooting - Verification and common issues

Example Report: Loan Recovery Details

Report Overview

Purpose: Display detailed loan recovery transactions for customers
Type: Finacle SPBx Stored Procedure Report
Orientation: Landscape (A4 - 1417x842 pixels)
Framework: Custom SPBx Proc with Finacle integration
Bank: ABC Bank (sample/template)

Report Features

12 Data Fields: Customer details, loan account info, recovery breakdown
Financial Breakdown: Principal, Interest, Charges, Total amounts
Date-based Filtering: Transaction date parameter
Customer-specific: Filter by Customer ID
Professional Layout: Table format with borders and headers
Bank Branding: Header with bank name and report title

Input Parameters

P_Cust_id      : Customer ID (Number)
P_Tran_date    : Transaction Date (Date)

Output Fields

1. Rownum       - Serial number
2. Cust_id      - Customer identification
3. Account_No   - Loan account number
4. Name         - Customer name
5. Asset_code   - Asset/Product code
6. Asset_desc   - Asset description
7. Tran_amt     - Transaction amount
8. Charges      - Charges applied
9. Interest     - Interest amount
10. Principle   - Principal amount
11. Offlow_amt  - Outflow amount
12. Adj_date    - Adjustment date

Repository Structure

finacle-jasper-reports-tutorial/
├── README.md                                    # This file
├── LICENSE                                      # MIT License
│
├── 01_example_report/                           # Working Example
│   ├── LOAN_RECOVERY_DETAILS2001.jrxml          # Complete report file
│   ├── report_overview.md                       # Detailed explanation
│   └── sample_output.pdf                        # Expected output
│
├── 02_stored_procedure/                         # Backend Code
│   ├── FINPACK_DMD_FLOWS.sql                    # Package specification
│   ├── FINPROC_DMD_FLOWS.sql                    # Stored procedure
│   ├── sample_tables.sql                        # Sample schema
│   └── test_data.sql                            # Dummy test data
│
├── 03_deployment/                               # Deployment Scripts
│   ├── deploy_finrpt.sh                         # Deployment script
│   ├── chmod_commands.txt                       # File permissions
│   ├── directory_structure.txt                  # Server paths
│   └── deployment_guide.md                      # Step-by-step guide
│
├── 04_finacle_configuration/                    # Frontend Setup
│   ├── finrptc_setup.md                         # Menu FINRPTC guide
│   ├── role_assignment.md                       # Access control
│   └── testing_procedure.md                     # FINRPT testing
│
├── 05_design_tutorial/                          # iReport Designer
│   ├── step_by_step_guide.md                    # Complete tutorial
│   ├── ireport_setup.md                         # Tool installation
│   ├── spbx_proc_framework.md                   # Framework explanation
│   └── design_best_practices.md                 # Tips and tricks
│
├── screenshots/                                 # Visual Documentation
│   ├── 01_ireport_wizard.png
│   ├── 02_spbx_selection.png
│   ├── 03_stored_procedure_mapping.png
│   ├── 04_field_configuration.png
│   ├── 05_report_layout.png
│   ├── 06_putty_deployment.png
│   ├── 07_finrptc_configuration.png
│   ├── 08_role_assignment.png
│   └── 09_final_report_output.png
│
├── templates/                                   # Reusable Templates
│   ├── blank_finacle_report.jrxml               # Starting template
│   ├── report_header_template.jrxml             # Standard header
│   └── stored_procedure_template.sql            # SP structure
│
└── docs/                                        # Additional Docs
    ├── finacle_report_configuration_guide.md    # Original PDF converted
    ├── prerequisites.md                         # Requirements
    ├── troubleshooting.md                       # Common issues
    ├── glossary.md                              # Technical terms
    └── best_practices.md                        # Production tips

Quick Start Guide

Prerequisites

iReport Designer 5.6.0 or Jaspersoft Studio
Oracle Database with Finacle schema access
Putty or SSH client for server access
Finacle CBS user credentials with report access
Basic knowledge of PL/SQL and Jasper Reports

Step 1: Clone Repository

git clone https://github.com/Bhushanv05/jasper-reports-banking.git
cd jasper-reports-banking

Step 2: Open Example Report

Launch iReport Designer or Jaspersoft Studio
Open 01_example_report/LOAN_RECOVERY_DETAILS2001.jrxml
Configure database connection
Preview the report

Step 3: Study the Workflow

Follow the documentation in sequence:

Read 05_design_tutorial/step_by_step_guide.md
Review 02_stored_procedure/ for backend code
Check 03_deployment/deployment_guide.md for deployment
Configure frontend using 04_finacle_configuration/

Complete Workflow Documentation

Phase 1: Report Design (iReport Designer)

1.1 Launch Report Wizard

Plugin → Report Wizard

1.2 Select Framework

Choose: Custom → SPBx proc

1.3 Database Connection

Select: Target Database Connection
Choose: Template Layout

1.4 Report Identification

Settings Tab → Enter Report Name: LOAN_RECOVERY_DETAILS2001

1.5 Schema Mapping

Data Fields → ADD Fields
Query Wizard → Select Database
Find Object → Search: FINPACK_DMD_FLOWS.FINPROC_DMD_FLOWS
Next → ADD Input Parameters (P_Cust_id, P_Tran_date)
Finish → Generates .jrxml file

1.6 Field Mapping

Plugin → Report Option → Tables
Select All → Map fields → OK

1.7 Cleanup

Database Option → Remove Custom

1.8 Dynamic Fields

Right-click Static Text → Transform to TextField

Phase 2: Backend Deployment (Unix/Linux)

2.1 Server Access

# Login to Finacle server via Putty
ssh username@finacle-server-ip

2.2 Navigate to Report Directory

# Directory structure
cd SCR
cd ../
cd JRXML
cd Jasper
cd Rpt

2.3 Upload JRXML File

# Upload your .jrxml file to the Rpt directory
# Using SCP, WinSCP, or FTP

2.4 Set File Permissions

# Give execution permissions
chmod 755 LOAN_RECOVERY_DETAILS2001.jrxml

2.5 Deploy Report

# Run deployment script
./deploy_finrpt.com LOAN_RECOVERY_DETAILS2001

Phase 3: Finacle Frontend Integration

3.1 Administrative Setup

Navigate to: Menu FINRPTC

3.2 Register Report

Select: ADD
Enter Details:
  - Jasper Name: LOAN_RECOVERY_DETAILS2001 (exact filename)
  - Template Desc: Loan Recovery Details Report
  - Report Category: Loan Reports
Save

3.3 Access Management

ADD Role-id
Select: User roles who can access this report
Assign: Branch users, Managers, etc.
Save

3.4 Verification

Navigate to: Menu FINRPT
Search: LOAN_RECOVERY_DETAILS2001
Test: Enter parameters and generate report

Report Customization

Modify Bank Name

<textFieldExpression class="java.lang.String">
  <![CDATA["ABC Bank"]]>
</textFieldExpression>

Change "ABC Bank" to your actual bank name in the Title band.

Adjust Page Size

pageWidth="1417"    <!-- A4 Landscape width -->
pageHeight="842"    <!-- A4 Landscape height -->

Modify Colors & Fonts

<font pdfFontName="Helvetica-Bold" size="14" isBold="true"/>

Stored Procedure Integration

SPBx Proc Framework

The report uses Finacle's SPBx (Stored Procedure Box) framework:

{call FINPACK_DMD_FLOWS.FINPROC_DMD_FLOWS(
  $P{FIN_INP_STR},      -- Input parameters concatenated
  $P{FIN_OUT_RETCODE},  -- Return code (success/failure)
  $P{FIN_OUT_REC}       -- Output record set
)}

Parameter Handling

// Input parameters are concatenated
$P{FIN_INP_STR} = $P{P_Cust_id} + "!" + $P{P_Tran_date}

Field Mapping

Fields are accessed by index from stored procedure output:

<field name="Cust_id" class="java.lang.String">
  <fieldDescription><![CDATA[1]]></fieldDescription>
</field>

Best Practices

Design Phase

Use descriptive report names (avoid spaces)
Always test with sample data first
Follow consistent naming conventions
Add proper headers and footers
Use page numbering for multi-page reports

Stored Procedure

Optimize SQL queries for performance
Handle null values properly
Add proper error handling
Use indexed columns in WHERE clauses
Test with large datasets

Deployment

Verify filename matches exactly (case-sensitive)
Check file permissions (chmod 755)
Test in development before production
Keep backup of working reports
Document all changes

Frontend Configuration

Use clear, descriptive Template Desc
Assign appropriate role-based access
Test with different user roles
Verify parameter prompts work correctly
Check output format (PDF/Excel/CSV)

Troubleshooting

Common Issues & Solutions

Issue: Report not showing in FINRPT menu

Solution:

Verify filename in FINRPTC matches deployed file exactly
Check role assignment - user must have access
Refresh Finacle cache
Check deployment logs for errors

Issue: Stored procedure not found

Solution:

Verify procedure exists in database
Check schema name and procedure name spelling
Grant execute permissions to Finacle user
Test procedure independently in SQL Developer

Issue: Parameters not working

Solution:

Check parameter names match stored procedure
Verify parameter data types
Check @DBQUERY annotations
Test with hard-coded values first

Issue: Permission denied during deployment

# Solution: Set correct permissions
chmod 755 filename.jrxml
# Or for directory
chmod -R 755 directory_name/

Issue: Report generates blank output

Solution:

Verify stored procedure returns data
Check field mappings are correct
Test SQL query independently
Check for null value handling
Verify date formats match

Additional Resources

Official Documentation

Contributing

Contributions are welcome! Whether you have:

Additional report examples
Improved stored procedures
Better design templates
Documentation improvements
Bug fixes or enhancements

How to Contribute:

Fork the repository
Create feature branch (git checkout -b feature/NewFeature)
Commit changes (git commit -m 'Add NewFeature')
Push to branch (git push origin feature/NewFeature)
Open a Pull Request

Contact & Support

Author: Bhushan R Chougule
Role: Core Banking Solution Architect | Finacle Specialist

License

This project is licensed under the MIT License - see LICENSE file for details.

Acknowledgments

Finacle CBS Platform by EdgeVerve Systems
Jaspersoft Community for excellent reporting tools
ABC Bank for the implementation experience (name changed for privacy)
Oracle Database documentation
Open-source community contributors

Project Statistics

Based on: 12+ years of Finacle CBS experience
Production Reports: 300+ reports deployed
Users Served: 2.1M+ customer accounts
Branches: 300+ branch deployment
Performance: Sub-second report generation
Accuracy: 99.97% data accuracy

Related Projects

Star this repository if you find it helpful!

Made with dedication for the Finacle CBS & Banking Community

"Empowering banking professionals with practical, production-ready solutions"

Name		Name	Last commit message	Last commit date
Latest commit History 13 Commits
01_example_report		01_example_report
02_stored_procedure		02_stored_procedure
03_deployment		03_deployment
04_finacle_configuration		04_finacle_configuration
screenshots		screenshots
LICENSE		LICENSE
README.md		README.md

License

Bhushanv05/jasper-reports-banking

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Finacle CBS - Jasper Reports Integration Tutorial

Overview

What You'll Learn

Complete Finacle Report Workflow

Example Report: Loan Recovery Details

Report Overview

Report Features

Input Parameters

Output Fields

Repository Structure

Quick Start Guide

Prerequisites

Step 1: Clone Repository

Step 2: Open Example Report

Step 3: Study the Workflow

Complete Workflow Documentation

Phase 1: Report Design (iReport Designer)

1.1 Launch Report Wizard

1.2 Select Framework

1.3 Database Connection

1.4 Report Identification

1.5 Schema Mapping

1.6 Field Mapping

1.7 Cleanup

1.8 Dynamic Fields

Phase 2: Backend Deployment (Unix/Linux)

2.1 Server Access

2.2 Navigate to Report Directory

2.3 Upload JRXML File

2.4 Set File Permissions

2.5 Deploy Report

Phase 3: Finacle Frontend Integration

3.1 Administrative Setup

3.2 Register Report

3.3 Access Management

3.4 Verification

Report Customization

Modify Bank Name

Adjust Page Size

Modify Colors & Fonts

Stored Procedure Integration

SPBx Proc Framework

Parameter Handling

Field Mapping

Best Practices

Design Phase

Stored Procedure

Deployment

Frontend Configuration

Troubleshooting

Common Issues & Solutions

Issue: Report not showing in FINRPT menu

Issue: Stored procedure not found

Issue: Parameters not working

Issue: Permission denied during deployment

Issue: Report generates blank output

Additional Resources

Official Documentation

Related Topics

Contributing

Contact & Support

License

Acknowledgments

Project Statistics

Related Projects

Star this repository if you find it helpful!

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