Creating a Communication Distribution ESignature Configuration

Introduction

Communication Distribution ESignature facilitates the distribution of communication as PDF for ESignature to your customers, based on the data provided by you. It enables you to orchestrate distribution of communication in the form of PDF along with signature placeholder and relevant data elements (like signer name, email, signing order and more) to your customers through DocuSign ESignature supplier service.

Prerequisites

Following are the prerequisites to consider before creating a Communication Distribution ESignature 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 ESignature configuration.
Create Marketing Company configuration Ensure that you have created the Marketing Company configuration that needs to be associated to the Communication Distribution ESignature configuration. See Creating Marketing Company for more details.
Create DocuSign ESignature configuration Ensure that you have created DocuSign ESignature configuration that needs to be associated to the Communication Distribution ESignature configuration. See Creating a DocuSign ESignature Configuration (Link to be added) for more information.
Creating a Communication Distribution ESignature configuration involves the following steps:
  • Creating a Communication Distribution ESignature and Associating Brand Marketing Company
  • Creating a Detail
  • Creating a Process
  • Creating a Service
  • Associating Supplier Service Integration Configuration
  • Creating a Table for Communication Distribution ESignature

Creating a Communication Distribution ESignature and Associating Brand Marketing Company

To create a Communication Distribution ESignature configuration, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Distribution, and then select Communication Distribution ESignature.
  4. On the Communication Distribution ESignature landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Communication Distribution ESignature configuration.
  6. In Brand (Marketing Company) section, select Add Marketing Company and then select the Marketing Company that you want to associate to the Communication Distribution ESignature.

    Note:

    You can associate only one Marketing Company per Communication Distribution ESignature configuration.
  7. In Status section, Active Date is set to the current date when the Communication Distribution ESignature configuration is created. You can modify it to a future date, if required.
  8. Select Save to save the details, or Save & Continue to save the information and continue creating the Communication Distribution ESignature Detail.

Creating a Detail

In the Communication Distribution ESignature 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.

To create Communication Distribution ESignature Detail, follow these steps:
  1. On Create Communication Distribution ESignature Detail page, under Basic Information section, enter the Name, Long Name, and Description (optional), to identify the Communication Distribution ESignature Detail.
  2. In Scenarios (Dimensions) section, select a value under Communication Transaction Type to define the transaction event. If you have selected the value as User Defined, enter the Communication User Transaction Type. For example, provide Communication User Transaction Type as Initiate ESignature Delivery Ceremony, for sending PDF document to the recipient for a signing ceremony.

    Note:

    The value of Communication User Transaction Type is applicable only to the current Detail configuration.
  3. In Status section, Active Date is set to the current date when the Detail configuration of Communication Distribution ESignature is created. You can modify it to a future date, if required.
  4. Select Save to save the details, or Save & Continue to save the information and continue creating the Communication Distribution ESignature 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 ESignature Detail, the Scenarios (Dimensions) will be locked and cannot be modified.

Creating a Process

In the Communication Distribution ESignature Process configuration, you can set the Process Supplier Error Behavior.

To create Communication Distribution ESignature Process, follow these steps:
  1. On Create Communication Distribution ESignature Process page, under Basic Information section, enter the Name, Long Name, and Description (optional), to identify the Communication Distribution ESignature Process.
  2. In Process Type section, perform the following:
    • Process Type is set to ESignature.
    • Select Process Supplier Error Behavior. This determines how a Process behaves if the Service that it calls 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 of its Service returns error.
  3. In Status section, Active Date is set to the current date when the Communication Distribution ESignature Process configuration is created. You can modify it to a future date, if required.
  4. Select Save to save the details, or Save & Continue to save the information and continue creating the Communication Distribution ESignature Service.

Creating a Service

Using the Communication Distribution ESignature Service, you can configure the service detail using which you can distribute the digital asset to your customers for ESignature.

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

Associating Supplier Service Integration Configuration

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

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

  1. In Update Distribution Communication ESignature Service page, under Associations, select Add next to the Supplier Service Integration configuration.
  2. Select the Supplier Service Integration configuration that you want to associate.

    Note:

    You can associate only one Supplier Service Integration configuration per Communication Distribution ESignature Service configuration.
  3. Select Save to save the information, or Save & Continue to save and continue creating Contextualized Table.

Creating a Table for Communication Distribution ESignature

To create a Table, you need to configure at least one Process under Communication Distribution ESignature Detail configuration. The Table determines which processes to execute and in what order when the Communication Distribution ESignature configuration is considered for execution. Through this Table you can define which process and linked service the Communication Distribution ESignature 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:
  1. You are redirected to the Distribution Communication ESignature Detail that you have already created. Or from the left navigation, select the Distribution Communication ESignature Detail that you have created.
  2. On Update Communication Distribution ESignature Detail page, under Associations, select Add next to Contextualize Table.
  3. Enter the required information to create a Table. See Creating a Contextualized Table for more information.

Maintaining a Communication Distribution ESignature Configuration

Introduction

You can update or delete Communication Distribution ESignature configuration to cater to 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 ESignature configuration.   If the initial Config ID used for creating a Communication Distribution ESignature 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 ESignature information:

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

Editing a Communication Distribution ESignature Configuration

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

Perform the following steps:

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

    This redirects you to Update Communication Distribution ESignature page.

  5. On Update Communication Distribution ESignature page, modify the information as required.
  6. 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.
  7. To add a new Detail, from Actions on the top right corner, select Add Child and provide the required information of the new Detail.

Editing a Communication Distribution ESignature Detail

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

Perform the following steps:

  1. From the left pane of Update Communication Distribution ESignature page, navigate to the Detail and modify the basic information and Active Date, if required.
  2. 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.
  3. Select Add Sibling from Actions on the top right corner to create new Detail under the same Communication Distribution ESignature configuration, provide the required information of the new Detail. For more information, see Creating a Detail.

Editing a Communication Distribution ESignature Contextualized Table

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

Perform the following steps:

  1. From the left pane of Update Communication Distribution ESignature page, navigate to the Detail.
  2. Select Expand All under Associations section. Then select More Menu under Action column.
  3. 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.
  4. 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 ESignature Process

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

Perform the following steps:

  1. From the left pane of Update Communication Distribution ESignature page, navigate to Process and modify the basic information, Process Supplier Error Behavior or Active Date, if required.
  2. 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.

Editing a Communication Distribution ESignature Service

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

Perform the following steps:

  1. From the left pane of Update Communication Distribution ESignature page, navigate to Service and modify the basic information, or Active Date if required.
  2. To remove Supplier Service integration configuration, select Expand All under Associations section. Then select More Menu under corresponding Action column and select Remove.

Deleting a Communication Distribution ESignature Service

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

Perform the following steps:

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

Deleting a Communication Distribution ESignature Process

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

Perform the following steps:

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

Deleting a Communication Distribution ESignature Detail

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

Perform the following steps:

  1. From the left pane of Update Communication Distribution ESignature page, navigate to the Detail you want to delete.
  2. If there are any associations, follow these steps to remove the association:
    1. Under Associations section, select Expand All. 
    2. Under Action column, select More Menu, and select Delete to delete the Contextualized Table.
  3. On Update Communication Distribution ESignature Detail page, from Actions from the top right corner, select Delete.
  4. In the dialog box, select Delete to confirm.

Deleting a Communication Distribution ESignature Configuration

You can delete a Communication Distribution ESignature 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:

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