Creating a Content Data

Introduction

Content Data serves as the foundational element for dynamic content assembly in Communication Cloud Services. Each Content Data can refer to a User Defined Data Field, or a static value. Within this framework, you can associate Output Data- determining how information is displayed or Input Data- specifying how users interact with that information. These elements can be nested within Content Data Groups, providing flexibility for complex, data-driven communications. By defining Content Data, you establish a single point of reference that controls whether content is rendered as output, input, or dynamic customer data depending on the specific requirements of your communication scenario.

Note:

Only certain combinations of Output Data and Input Data are supported within a single Content Data object.

Prerequisites

Following are the prerequisites to consider before creating a Content Data configuration.

Note:

Ensure that you complete the prerequisite before proceeding.
Prerequisites Details
Set the Config ID Config ID must be Active.

Ensure all dependent configurations and associations are part of the same open Config ID.

See Creating Config ID for more details.
Configure entitlements Ensure that you have the required entitlements to create a Content Data.
Create Content Data Input and Content Data Output configuration Ensure that you have created the Content Data Input and Content Data Output configurations to associate them to the Content Data configuration. See Creating Creating a Content Data Input and Creating a Content Data Output for more details.
Create User Defined Data Field and Format configuration Ensure that you have created the User Defined Data Field and Format to associate to the Content Data configuration. For more details, see:
Create Communication Style configuration Ensure that you have created the Communication Style that you want to associate to the Content Data. See Creating a Style for more details.
Create Rule configuration Ensure that you have created the Rule configuration that you want to associate to the Content Data configuration. See Creating a Rule, for more details.

The Content Data configuration helps in grouping multiple versions of the Content Data, with the Active Date set during the configuration creation process, to determine when each version is activated.

Creating a Content Data configuration involves the following:
  • Creating a Content Data
  • Creating Content Data Version
  • Associating Configuration

Creating a Content Data

To create a Content Data configuration, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Content Data, and then select Content Data.
  4. On the Communication Content Data landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Content Data configuration.
  6. In Data Source section, select Data Source and then select the Data Source Type to display or process the appropriate type of content data.

    Note:

    When you select the User-Defined Data Field under Data Group Type, the Associations section appears, allowing you to link the User-Defined Data Field once the Version is configured and saved.
  7. In Status section, Active Date is set to the current date when the Content Data configuration is created. You can modify it to a future date, if required.
  8. Select Continue to configure Version of the Content Data configuration.

Creating Content Data Version

Versions allow for the creation of multiple iterations of a Content Data. Active Date helps control when each version of the Content Data becomes effective. While a Content Data can have several versions, at least one version must be created for a Content Data configuration.

To create Content Data Version, follow these steps:
  1. On Create Communication Content Data Version page, under Basic Information section, enter the Name and Description (optional), to identify the Content Data Version.
  2. In Status section, Active Date is set to the current date when the Content Data Version is created. You can modify it to a future date or can be left blank to set the date later.
  3. Select Save to save the information and continue configuring association section or select Save & Exit to save and return to the landing page.

Associating Configuration (Optional)

Once you save Version, the Associations section is displayed.

To configure the associations, follow these steps:
  1. On Update Communication Content Data Version page, under Associations section, select Add corresponding for the following:
    1. Content Data Input: Select the Content Data Input configuration that you want to associate to the Content Data configuration. This determines that input type of the Content Data.
    2. Content Data Output: Select the Content Data Output configuration that you want to associate to the Content Data configuration. This determines how the Content Data gets displayed in the communication.
    3. User Defined Data Format: Select the User Defined Data Format that you want to associate to the Content Data configuration. This determines how the data is visible in the communication. Example - To consistently display date in a specific format, as MM DD YYYY.
    4. User Defined Data Field: Select the User Defined Data Field that you want to associate to the Content Data configuration. This determines the customer specific data fields that get displayed along with values in the communication.
    5. Communication Style: Select the Communication Style that you want to associate to the Content Data configuration. This redirects you to Add Contextual Association(s) to Style(s) window.
      1. Selectedit icon to modify the Style. This redirects you to Add Rule page.
      2. Select Add Rule under Rule column and select the rule that you want to associate to the Communication Style.
      3. Select check markto save the changes or cross markto discard the changes. Select Continue to save the details.
  2. Select Save to save the details or select Save & Exit to save the details and return to the landing page.

Maintaining a Content Data Configuration

Introduction

You can update or delete Content Data configuration to cater to the changing business needs.

You can add multiple versions to a Content Data configuration. This can be done by either adding a child to the Content Data configuration or adding siblings to the Version. Additionally, you can duplicate an existing Version to create a new one. You also have the option to delete the Content Data configuration if the Config ID is open.

If the initial Config ID used for creating Content Data configuration is closed, and if you want to edit the configuration, see Editing a Configuration after Closing the Config ID.

You can update the following information:

  • Editing a Content Data Configuration: Update the basic information of the Content Data configuration, Active Date, and Data Group Type if the Config ID is open. You can also create child version under the same configuration.
  • Editing a Content Data Version: Update the basic information of the Version and Active Date, remove, or edit associations, create new Version or duplicate an existing Version.
  • Deleting a Content Data Version: Delete a Version that you are no longer using, if the Config ID is open.
  • Deleting a Content Data Configuration: Delete a Content Data configuration that you are no longer using, if the Config ID is open.

Editing a Content Data Configuration

You can edit the basic information and Active Date of a Content Data configuration. You can also update the Data Group Type.

Perform the following steps:

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Content Data, and then select Content Data. This redirects you to the Communication Content Data landing page.
  4. To edit the Content Data configuration, follow either one of these options from the Communication Content Data landing page:
    • From More Menu in Action column of the Content Data configuration, select Edit.
    • From Name column, select the required Content Data configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update Communication Content Data page.

  5. On Update Content Data, modify the configuration based on requirements.
  6. To add a child Version, select Actions from the top right corner and select Add Child. Provide the required information of the new Version.
  7. To remove the User Defined Data Structure, under Associations section, select More Menu under Action column, and then select Remove.
  8. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Editing a Content Data Version

You can modify the Version of the Content Data configuration. You can add a sibling or duplicate the existing Version to create a new one.

Perform the following steps:

  1. From the left pane of Update Communication Content Data page, navigate to the Version and modify the basic information and Active Date, if required.
  2. To remove the associations, select Expand All under Associations section. Select the More Menu under Action column of the respective Association and then select Remove.
  3. To edit the Communication Style Associations select Expand All under Associations section. Select the More Menu under Action column of the Communication Style Association and then select Edit. Select edit icon to modify. After editing, select check mark to save the changes or cross mark to discard the changes.
  4. To add a sibling to the existing Version, select Actions from the top right corner and select Add Sibling. Provide the required information.
  5. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing Version under the same Content Data configuration. You need to provide the required information and Active Date of the new version. The associations for the new Version will be duplicated from the previous Version.
  6. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Deleting a Content Data Version

To delete the Content Data Version, it must not be associated to any other configurations. If the Content Data configuration has only one version and if you delete that version, then the corresponding Content Data configuration also gets deleted.

Perform the following steps:

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Content Data, and then select Content Data. This redirects you to the Communication Content Data landing page.
  4. Follow either one of these options from the Communication Content Data landing page:
    • From More Menu in Action column of the Content Data configuration, select Edit.
    • From Name column, select the required Content Data configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update Communication Content Data page.

  5. From the left pane, navigate to the Version you want to delete.
  6. If there are any associations, follow these steps to remove the association.
    1. Under Associations section, Select Expand All.
    2. Under Action column, select Remove corresponding to the association.
    3. Repeat the step to remove all the associations before deleting the Version.
  7. On Update Communication Content Data Version page, from Actions from the top right corner, select Delete.
  8. In the dialog box, select Delete to confirm.

Deleting a Content Data Configuration

You can delete a Content Data configuration if it is no longer required. Before deleting the configuration, you must ensure that the initial Config ID used for the configuration creation is not closed.

Perform the following steps:

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Content Data, and then select Content Data. This redirects you to the Communication Content Data landing page.
  4. To delete the Content Data configuration, follow either one of these options from the Communication Content Data landing page:
    • From More Menu in Action column of the respective Content Data configuration, select Delete. In the dialog box, select Delete to confirm.
    • From More Menu in Action column of the respective Content Data configuration, select Edit. This redirects you to the Update Communication Content Data page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.