Creating a Communication Email Configuration

Introduction

The Communication Email configuration helps in defining and assembling customized email content. It includes information such as the email body, subject line, addresses (From, To, CC, BCC, Reply To), and attachments. The configuration supports multiple versions to adapt the email structure to different requirements, while associated Package components determine the content and its presentation for each recipient.

For example, from your financial institution, you need to send large volumes of communication across your various customer journeys, such as onboarding, billing, or security alerts. Communication Email configuration allows you to automate the creation of branded, compliant, and personalized email content, aligned with your organization standards and regulatory requirements.

Prerequisites

Following are the prerequisites to consider before creating a Communication 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 Email.
Create Marketing Company configuration Ensure that you have created the Marketing Company configuration that needs to be associated to the Communication Email configuration. See Creating Marketing Company for more details.
Create Package configuration Ensure that you have created the Package with the required Email Addresses, Subject, Body and Attachments. See Creating a Package for more information.

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

Creating a Communication Email configuration involves the following:
  • Creating a Communication Email and Associating Marketing Company
  • Creating Communication Email Version
  • Associating Communication Email Version to Package

Creating a Communication Email and Associating Marketing Company

To create a Communication Email 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 Email.
  4. On the Communication Email landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Communication Email configuration.
  6. In Brand section, select Add Marketing Company and then select the Marketing Company that you want to associate to the Communication Email.

    Note:

    You can associate only one Marketing Company per Communication Email configuration.
  7. In Status section, Active Date is set to the current date when the Communication Email configuration is created. You can modify it to a future date, if required.
  8. Select Continue to configure Version of the Communication Email configuration.

Creating Communication Email Version

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

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

Associating Communication Email Version to Package

After saving the Communication Email Version details, you can associate the it to the Package. They allow precise control over what content is included and how it is rendered for each individual recipient.

You need to associate Addresses, Subject, and Body to define each part of the email being assembled and sent to your customers. Associating Attachments is optional.
  • Addresses control recipient and sender information, ensuring the right audience receives the right message.
  • Subject defines the email subject line, which can be personalized or dynamically generated based on context.
  • Body assembles the main content using templates, incorporating dynamic data fields, styling, fonts, and layouts to ensure consistent branding and messaging.
  • Attachments manage the supporting documents or files, such as statements, invoices, or promotional materials, which can be generated or attached statically.

To associate Communication Email Version to the Package, follow these steps:

  1. From the left navigation, select the Communication Email Version that you have already created.
  2. In Update Communication Email Version page, under Associations, select Add next to Addresses, Subject, Body or Attachments.
  3. Select the Addresses, Subject, Body or Attachments that you want to associate.

    Note:

    You can associate multiple Addresses or Attachments to a Communication Email Version. Whereas you can associate only one Subject or Body.
  4. Select Save to save the information, or Save & Exit to save and return to the landing page.

Maintaining Communication Email Configuration

Introduction

You can update or delete Communication Email configuration to cater to the changing business needs.

You can add multiple versions to a Communication Email configuration. This can be done by either adding a child to the Communication Email configuration or adding siblings to the Version. This is not showing up in the UI) Additionally, you can duplicate an existing Version to create a new one. You also have the option to delete the Communication Email configuration, if the Config ID is open.

If the initial Config ID used for creating Communication 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 information:

  • Editing a Communication Email Configuration: Update the basic information of the Communication Email configuration and Active Date or replace the Brand Marketing Company if the Config ID is open.
  • Editing a Communication Email Version: Update the basic information of the Version and Active Date, remove associations, or duplicate an existing Version.
  • Deleting a Communication Email Version : Delete a Version that you are no longer using, if the Config ID is open.
  • Deleting a Communication Email Configuration: Delete a Communication Email configuration that you are no longer using, if the Config ID is open.

Editing a Communication Email Configuration

You can edit the basic information and Active Date of a Communication Email configuration. You can also replace the Brand Marketing Company.

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 Email. This redirects you to the Communication Email landing page.
  4. To edit the Communication Email configuration, follow either one of these options from the Communication Email landing page:
    • From More Menu in Action column of the Communication Email configuration, select Edit.
    • From Name column, select the required Communication Email configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update Communication Email page.

  5. On Update Communication Email, 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 child Version, select Actions from the top right corner and select Add Child. Provide the required information of the new Version. (Query-Is this correct? This is not showing up in the UI)
  8. Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Editing a Communication Email Version

You can modify the Version of the Communication Email configuration. You can duplicate the existing Version to create another one.

Perform the following steps:

  1. From the left pane of Update Communication Email 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. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing Version under the same Communication Email 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.
  4. To add a sibling to the existing Version, select Actions from the top right corner and select Add Sibling. Provide the required information. (Query-Is this correct? This is not showing up in the UI)
  5. Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Deleting a Communication Email Version

To delete the Communication Email Version, it must not be associated to any other configurations. If the Communication Email configuration has only one version and if you delete that version, then the corresponding Communication Email 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 Distribution and then select Communication Email. This redirects you to the Communication Email landing page.
  4. Follow either one of these options from the Communication Email landing page:
    • From More Menu in Action column of the Communication Email configuration, select Edit.
    • From Name column, select the required Communication Email configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update Communication Email 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 Email Version page, from Actions from the top right corner, select Delete.
  8. In the dialog box, select Delete to confirm.

Deleting a Communication Email Configuration

You can delete a Communication Email 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 Distribution and then select Communication Email. This redirects you to the Communication Email landing page.
  4. To delete the Communication Email configuration, follow either one of these options from the Communication Email landing page:
    • From More Menu in Action column of the respective Communication Email configuration, select Delete. In the dialog box, select Delete to confirm.
    • From More Menu in Action column of the respective Communication Email configuration, select Edit. This redirects you to the Update Communication Email page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.