Creating a Communication Distribution Email Configuration

Introduction

Communication Distribution Email facilitates the distribution of email to your customers based on the data that you have provided. It enables you to orchestrate the email delivery to your customers through OCI Emails or Twilio Email supplier services.

Creating a Communication Distribution Email configuration involves setting up a base configuration that includes Brand Marketing Company association, Details, Processes, Services, and Contextualized Tables. Each configuration must include at least one Detail, which maps to specific transaction types. A Process is then defined to control how errors in associated Services are handled. Services specify the Supplier Service integration configuration, such as OCI Email or Twilio Email, used for email delivery. You can create a Contextualized Table for each Detail configuration to determine which processes to execute and in what order when the Communication Distribution Email configuration is executed. After each process has completed, the Table determines the next process to execute, or whether processing is complete. You cannot reuse the Table that is created in the context of a specific Communication Distribution Email Detail configuration.

Prerequisites

Following are the prerequisites to consider before creating a Communication Distribution Email 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.
Configure entitlements	Ensure that you have the required entitlements to create a Communication Distribution Email configuration. See Understanding Entitlements Management for information on Entitlements. See Communication Distribution Email section in Transaction Type Listing for Communication Distribution for entitlements required for Communication Distribution Email configuration.
Create Marketing Company configuration	Ensure that you have created the Marketing Company configuration that needs to be associated to the Communication Distribution Email configuration. See Creating Marketing Company for more details.
Create OCI Email or Twilio Email configuration	Ensure that you have created OCI Email or Twilio Email configuration that needs to be associated to the Communication Distribution Email configuration. See Creating an OCI Email or Twilio Email for more information.

Creating a Communication Distribution Email configuration involves the following steps:

Creating a Communication Distribution Email and Associating Brand Marketing Company

To create a Communication Distribution Email configuration, follow these steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication.
Under Communication, select Distribution, and then select Communication Distribution Email.
On the Communication Distribution Email landing page, select Create.
In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Communication Distribution Email configuration.
In Brand (Marketing Company) section, select Add Marketing Company and then select the Marketing Company that you want to associate to the Communication Distribution Email.

Note:
You can associate only one Marketing Company per Communication Distribution Email configuration.
In Status section, Active Date is set to the current date when the Communication Distribution Email configuration is created. You can modify it to a future date, if required.

Creating a Detail

In the Communication Distribution Email Detail configuration, you can set the required Scenarios (Dimensions) to the Communication Distribution Transaction Type events. Detail configuration is associated to a Table where you can define the sequence of processes to be executed. Based on the Transaction Type request received from the source service or application, the corresponding Detail, Process and Service configurations get executed.

To create Communication Distribution Email Detail, follow these steps:

On Create Communication Distribution Email Detail page, under Basic Information section, enter the Name, Long Name, and Description (optional), to identify the Communication Distribution Email Detail.
In Scenarios (Dimensions) section, select Communication Transaction Type to define the transaction event. If you select User Defined, then you must provide a value for Communication User Transaction Type. For example, provide Communication User Transaction Type as Email Delivery, for sending any sorts of emails.

Note:
The value of Communication User Transaction Type is applicable only to the current Detail configuration.
In Status section, Active Date is set to the current date when the Detail configuration of Communication Distribution Email is created. You can modify it to a future date, if required.
Select Save to save the details, or Save & Continue to save the information and continue creating the Communication Distribution Email Process.

Note:
You can create a Contextualized Table only after configuring Process. Once the Contextualized Table has been created and associated to the Communication Distribution Email Detail, the Scenarios (Dimensions) will be locked and cannot be modified.

Creating a Process

In the Communication Distribution Email Process configuration, you can set the Process Supplier Error Behavior, if any errors occur in its Service.

To create Communication Distribution Email Process, follow these steps:

On Create Communication Distribution Email Process page, under Basic Information section, enter the Name, Long Name, and Description (optional), to identify the Communication Distribution Email Process.

In Process Type section, perform the following:

Process Type is set to Email Delivery.

Select Process Supplier Error Behavior. This determines how a Process behaves if the Service returns any type of error.

Process Supplier Error Behavior	Description
Complete Process if Any Service Complete	The process continues if one or more Services complete successfully, even if any of the Service returns error.
Abort Process if Any Service Errors	The process aborts if any one of the Service returns error.

In Status section, Active Date is set to the current date when the Communication Distribution Storage Process configuration is created. You can modify it to a future date, if required.

Creating a Service

Using the Communication Distribution Email Service, you can select the Supplier Service using which you want to distribute the email.

To create Communication Distribution Email Service, follow these steps:

On Create Communication Distribution Email Service page, under Basic Information section, enter the Name, Long Name, and Description (optional), to identify the Communication Distribution Email Service.
In Status section, Active Date is set to the current date when the Communication Distribution Email Service configuration is created. You can modify it to a future date, if required.
Select Save to save the details and associate Supplier Service Configuration.

Associating Supplier Service Integration Configuration

After saving the Communication Distribution Email Service configuration, the Associations section is displayed.

To associate Communication Distribution Email Service to a Supplier Service Integration configuration, follow these steps:

In Update Distribution Communication Email Service page, select a Supplier Service Component. This determines the supplier service you want to execute to distribute the email to your customers.

Note:
Depending on the selected Supplier Service Component, the relevant Supplier Service Integration configurations are displayed under the Associations section.
Under Associations, select Add next to the Supplier Service Integration configuration.
Select the Supplier Service Integration configuration that you want to associate.

Note:
You can associate only one Supplier Service Integration configuration per Communication Distribution Email Service configuration.

Creating a Table for Communication Distribution Email

To create a Table, you need to configure at least one Process under Communication Distribution Email Detail configuration. The Table determines which processes to execute and in what order when the Communication Distribution Email configuration is considered for execution. Through this Table you can define which process and linked service the Communication Distribution Email configuration should execute. After each process has completed, the Table determines the next process to execute, or whether processing is complete.

After you create the process, you can create the Table. Follow these steps:

You are redirected to the Communication Distribution Email Detail page that you have already created. Or, from the left navigation, select the Communication Distribution Email Detail that you have already created.
On Update Communication Distribution Email Detail page, under Associations, select Add next to Contextualize Table.
Enter the required information to create a Table. See Creating a Contextualized Table for more information.

Maintaining a Communication Distribution Email Configuration

Introduction

You can update or delete Communication Distribution Email configuration to cater to the changing business needs. When you replace or add new associations, ensure that those configurations belong to the same Config ID that you used to create the Communication Distribution Email configuration.

If the initial Config ID used for creating Communication Distribution Email 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 Communication Distribution Email information:

Editing a Communication Distribution Email Configuration: Update the basic information of the Communication Distribution Email configuration and Active Date, replace the Brand Marketing Company, or add new Detail under the same configuration.
Editing a Communication Distribution Email Detail: Update the basic information of the Detail, Active Date, or add new Detail or Process.
Editing a Communication Distribution Email Contextualized Table: Update Table identification and table data or remove the Table.
Editing a Communication Distribution Email Process: Update the basic information of the Process and Active Date, and add a new Sibling of the Process under the same Detail configuration.
Editing a Communication Distribution Email Service: Update the basic information of the Service, Active Date, and Supplier Service Component. You can also remove the associated Supplier Service integration configuration.
Deleting a Communication Distribution Email Service: Delete a Communication Distribution Email Service that you are no longer using, if the Config ID is open.
Deleting a Communication Distribution Email Process: Delete a Communication Distribution Email Process that you are no longer using, if the Config ID is open.
Deleting a Communication Distribution Email Detail: Delete a Communication Distribution Email Detail that you are no longer using, if the Config ID is open.
Deleting a Communication Distribution Email Configuration: Delete a Communication Distribution Email configuration that you are no longer using, if the Config ID is open.

Editing a Communication Distribution Email Configuration

You can edit the basic information and Active Date of a Communication Distribution Email configuration. You can also add new Detail under the same configuration.

Perform the following steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication.
Under Communication, select Distribution and then select Communication Distribution Email. This redirects you to the Communication Distribution Email landing page.
To edit the Communication Distribution Email configuration, follow either one of these options from the landing page:
- From More Menu in Action column of the respective Communication Distribution Email configuration, select Edit.
- From Name column, select the Communication Distribution Email configuration name to view its Summary page. Then from Summary page, select Edit.
This redirects you to Update Communication Distribution Email page.
On Update Communication Distribution Email page, modify the information as required.
To replace the Marketing Company, under Brand (Marketing Company) section, from More Menu in Action column, select Replace. Select a different Marketing Company belonging to the same Config ID.
To add a new Detail, from Actions on the top right corner, select Add Child and provide the required information of the new Detail.
Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Editing a Communication Distribution Email Detail

You can edit the basic information and Active Date of a Communication Distribution Email Detail. You can add new Detail under the same configuration and add new Process under the same Detail.

Perform the following steps:

From the left pane of Update Communication Distribution Email page, navigate to the Detail and modify the basic information and Active Date, if required.
Select Add Child from Actions on the top right corner, to create new Process under the same Detail configuration. Provide the required information of the new Process.
Select Add Sibling to create new Detail under the same Communication Distribution Email configuration, provide the required information of the new Detail. For more information, see Creating a Detail.
Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Editing a Communication Distribution Email Contextualized Table

You can edit the Table Identification and Table Data of the Contextualized Table associated to Communication Distribution Email Detail configuration.

Perform the following steps:

From the left pane of Update Communication Distribution Email page, navigate to the Detail.
Select Expand All under Associations section. Then select More Menu under Action column.
Select Edit Table Identification. This redirects you to the Update Table page to update the basic information of the Contextualized Table.
- Use the left panel of the Table to navigate to Fact Input Columns. Select Add Additional Column from Actions on the top right corner to add column. For more information, see Configuring Input Facts.
- Select Remove corresponding to a column to remove the column from the Table.
Select Edit Table Data. For more information, see Configuring Table Data.
Select Delete to delete the Contextualized Table. The initial Config ID used for creating the Contextualized Table should be Open.

Editing a Communication Distribution Email Process

You can edit the basic information and Active Date of a Communication Distribution Email Process. You can also add new Process under the same Detail configuration.

Perform the following steps:

From the left pane of Update Communication Distribution Email page, navigate to Process and modify the basic information, Process Supplier Error Behavior or Active Date, if required.
Select Add Sibling from Actions on the top right corner to create new Process under the same Detail configuration. Provide information of the new Process. For more information, see Creating a Process.
Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Editing a Communication Distribution Email Service

You can edit the basic information and Active Date of a Communication Distribution Email Service. You can also remove the Supplier Service integration configuration from the Service.

Perform the following steps:

From the left pane of Update Communication Distribution Email page, navigate to Service and modify the basic information, Active Date or Supplier Service Component, if required.
To remove Supplier Service integration configuration, select Expand All under Associations section. Then select More Menu under corresponding Action column and select Remove.
Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Deleting a Communication Distribution Email Service

To delete the Communication Distribution Email Service, it must not be associated to any other configurations.

Perform the following steps:

Access the Oracle Financial Services Cloud application. 
From Menu, select Communication and then select Distribution.
Under Distribution, select Communication Distribution Email. This redirects you to the Communication Distribution Email landing page.
Follow either one of these options from the Communication Distribution Email landing page:
- From More Menu in Action column of the respective Communication Distribution Email configuration, select Edit.
- From Name column, select the required Communication Distribution Email configuration name to view its Summary page. Then from Summary page, select Edit.
From the left pane, navigate to the Service you want to delete. 
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.
On Update Communication Distribution Email Service page, from Actions from the top right corner, select Delete.
In the dialog box, select Delete to confirm.

Deleting a Communication Distribution Email Process

To delete the Communication Distribution Email Process, it must not be associated to any other configuration and all its child Service configurations should have been deleted. Before deleting a configuration, you must ensure that the initial Config ID used for configuration creation is open.

Perform the following steps:

From the left pane of Update Communication Distribution Email page, navigate to the Process you want to delete.
On Update Communication Distribution Email Process page, from Actions on the top right corner, select Delete.
In the dialog box, select Delete to confirm.

Deleting a Communication Distribution Email Detail

To delete the Communication Distribution Email Detail, it must not be associated to any other configurations and all its child Process configurations should have been deleted.

Perform the following steps:

From the left pane of Update Communication Distribution Email page, navigate to the Detail you want to delete.
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.
On Update Communication Distribution Email Detail page, from Actions from the top right corner, select Delete.
In the dialog box, select Delete to confirm.

Deleting a Communication Distribution Email Configuration

You can delete a Communication Distribution Email configuration if it is no longer required. It must not be associated to any other configurations and all its child Detail configurations should have been deleted. Before deleting a configuration, you must ensure that the initial Config ID used for configuration creation is open.

Perform the following steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication and then select Distribution.
Under Distribution, select Communication Distribution Email. This redirects you to the Communication Distribution Email landing page.
Follow either one of these options from the Communication Distribution Email landing page:
- From More Menu in Action column of the respective Communication Distribution Email configuration, select Delete. In the dialog box, select Delete to confirm.
- From More Menu in Action column of the respective Communication Distribution Email configuration, select Edit. This redirects you to the Update Communication Distribution Email page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.