Creating Correspondence

On the Oracle Financial Services Lending and Leasing home page, click Setup > Setup > Administration > User > Correspondence > Loan/Line/Lease > Documents

In the Document definition block, add a record. For example: SAMPLE_LOAN_APP A brief description is given below:

Table 8-1 Document definition block

Field	Do this
Code	Specify the document code to define the name for the new document.
Description	Specify the document description for the new document. This entry appears in the Correspondence section on the Request page, when you generate an ad hoc correspondence.
File Name	Specify the document file name for the resulting file (Word or XFDF document).
Level0 Type	Select the level0 type from the drop-down list.
E-form Source	Select the element e-form source from the drop-down list.
Product	Select the document product from the drop-down list.
Source	Select the document source type from the drop-down list.
Enabled	Check this box to enable the document definition.

In the Document Elements section, add the elements required in the correspondence.

Figure 8-1 Creating Correspondence 1

Description of "Figure 8-1 Creating Correspondence 1"

Brief description of the fields are given below:

Table 8-2 Description of the fields

Field	Do this
Seq	Specify the sequence number to order the document elements.
Type	Select element type from the following from the drop-down list. This list provides the following options: System-defined – If you select, the value is supplied by the system and cannot be changed in the Correspondence Request page. Constant. User Defined Element – If you select, you can choose the value and change it in the Correspondence Request screen. User Defined Constant – If you choose, you can choose the value, but you cannot change it in the Correspondence Request screen. Translated Element – If a document contains an e-form element and you do not select this option, then the value will not be translated.
Element Name	Select the element name from the drop-down list.
Description	Specify element description. Notes: 1. Check that the element name does not have blank spaces or special characters, such as the forward slash “/” or backward slash “\”. 2. If the element is system-defined, then the system will automatically complete this field.
Data Type	Select the element data type from the drop-down list.
Format Mask	Select the element format mask from the drop-down list.
Default Value	Specify the element default value.
Enabled	Check this box to include the element in the document.

Click on Gen.Data File to generate PDF file of the report.

Figure 8-2 Creating Correspondence 2

Description of "Figure 8-2 Creating Correspondence 2"

Copy and save the content in the pdf file as an xml file. The saved xml file should have the same name as entered in the Code column of Document Definition section. For Example: SAMPLE_LOAN_APP.xml.

Open MS Word.

Note:

Oracle Financial Services Software assumes that BIP Desktop Tool is installed and the user is familiar with the BIP Report Tool.

In BI Publisher Tab in MS Word, click on Sample XML and import the saved xml file. For Example: SAMPLE_LOAN_APP.xml.

Create the template by inserting required elements tag.

Figure 8-3 Creating Correspondence 3

Description of "Figure 8-3 Creating Correspondence 3"

The template created in MS Word should be saved with .rtf extension. For Example: SAMPLE_LOAN_APP.rtf

Note:

The .xml and .rtf file should be saved with the same name as entered in the Code column of Document Definition section.

Upload the rtf template in the BIP and create the data model with SQL query as

select CDO_XML_DOCUMENT from correspondence_docs where cdo_id =
                        :docId

.

After the data model creation, launch the correspondence screen and click Correspondence tab.

You can setup a correspondence with the created doc.

Figure 8-4 Creating Correspondence 4

Description of "Figure 8-4 Creating Correspondence 4"