Creating a Communication Message Configuration

Introduction

Communication Message enables you to configure messages that can be passed through the Communication Distribution Message for distribution to your customers through a Messaging supplier service. You can create different types of messages such as, Alert, Marketing, Notification, One Time Password and Reminder. Communication Message assembles your Communication Packages to generate the required message to be distributed.

The Communication Message configuration assembles associated Body and Metadata communication packages to generate required message. The Body package contains Document, Layout, Content, and Style required to generate the message. The Metadata package captures the recipient’s mobile number, sender details and other service specific data required for message distribution.

Prerequisites

Following are the prerequisites to consider before creating a Communication Message configuration in Communication Cloud Service:

Note:

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

Ensure that 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 Communication Message.
Create Marketing Company configuration Ensure that you have created Body Package that needs to be associated to the Communication Message Version. See Creating Marketing Company for more details.
Create Metadata Package configuration Ensure that you have created Metadata Packages that need to be associated to the Communication Message Version. See Creating a Package for more details.

Steps involved in creating a Communication Message

The Communication Message configuration helps in grouping multiple Communication Message Versions. Every version has an Active Date set during the configuration creation process. It determines when each version will be activated. Creating a Communication Message in Communication Cloud Service involves the following steps:
  1. Creating a Communication Message and Associating Marketing Company
  2. Creating a Version
  3. Associating the Packages

Creating a Communication Message and Associating Marketing Company

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

    Note:

    You can associate only one Marketing Company per Communication Message configuration.
  7. Select Message Type to determine which kind of message you want to create.
  8. In Status section, Active Date is set to the current date when the Communication Message is created. You can modify it to a future date, if required.
  9. Select Continue to create a Communication Message Version.

Creating a Version

Versions allow the creation of multiple iterations of a Communication Message. The Active Date helps to control when each version of the Communication Message becomes effective. While the Communication Message can have multiple versions, one version must be created for a Communication Message configuration to be saved.

To create the Communication Message Version, follow these steps:

  1. In Basic Information section, enter the Name and Description (optional), to identify the Communication Message Version.
  2. In Status section, Active Date is set to the current date when the Communication Message Version is created. You can modify it to a future date.
  3. Select Save to save the information and continue with association, or Save & Exit to save and return to the landing page.

Associating the Packages

After saving Communication Message Version details, you need to associate the Body and Metadata Packages. You need to associate Body Package containing Message Body and Metadata Packages to define details like mobile number, sender details and few other service specific data required for messaging service to distribute the message to correct recipient.

To add Communication Message Version Association, follow these steps:
  1. In Update Communication Message Version page, under Associations, select Add next to Body and Metadata.
  2. Select the Message Body Package and Metadata Packages that you want to associate. Note: You can associate only one Body Package and multiple Metadata Package to the Communication Message Version.
  3. Select Save to save the information and continue with association, or Save & Exit to save and return to the landing page.

Maintaining a Communication Message Configuration

Introduction

You can update or delete Communication Message 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 Message configuration. If the initial Config ID used for creating a Communication Message Configuration is closed, and if you want to edit the Communication Message configuration, see Editing a Configuration after Closing the Config ID.

You can update the following Communication Message configuration information:

Editing a Communication Message Configuration

You can edit the basic information, Message Type, and Active Date of a Communication Message configuration. You can also replace the 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 Message. This redirects you to the Communication Message landing page. 
  4. To edit the Communication Message configuration, follow either one of these options from the Communication Message landing page: 
    1. From More Menu in Action column of the respective Communication Message configuration, select Edit. 
    2. From the Name column, select the required Communication Message configuration to view its Summary page. Then from the Summary page, select Edit. 

      This redirects you to the Update Communication Message page. This redirects you to the Update Communication Message page. 

  5. On Update Communication Message page, modify the information as required. 
  6. Update Message Type and Active Date, if required. 
  7. To replace 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.

Editing a Communication Message Version

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

Perform the following steps: 
  1. From the left pane of Update Communication Message 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 associations and then select Remove.
  3. Select Duplicate to Create New Version from Actions in the top right corner, to duplicate the existing version under the same Communication Message configuration. You need to provide the required information and Active Date of the new version. The Description and Associations for the new Version will be duplicated from the previous Version.

Deleting Communication Message Version

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

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 Message. This redirects you to the Communication Message landing page.
  4. Follow either one of these options from the Communication Message landing page:
    1. From More Menu in Action column of the respective Communication Message configuration, select Edit.
    2. Select the Name of the respective Communication Message configuration. This redirects you to the summary page of the configuration. Select Edit.
  5. From the left pane, navigate to the Version you want to delete.
  6. If there are any associations, 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 Message Version page, from Actions from the top right corner, select Delete. 
  8. In the dialog box, select Delete to confirm. 

Deleting a Communication Message Configuration

You can delete a Communication Message configuration if it is no longer required. It must not be associated to any other configuration and all its Version configurations should have been deleted. Before deleting the configuration, you must ensure that the initial Config ID used for the 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 Message. This redirects you to the Communication Message landing page.
  4. To delete the Communication Message configuration, follow either one of these options from the Communication Message landing page:
    1. From More Menu in Action column of the respective Communication Message configuration, select Delete. In the dialog box, select Delete to confirm. 
    2. From More Menu in Action column of the respective Communication Message configuration, select Edit. This redirects you to the Update Communication Message page. From Actions in the top right corner, select Delete. In the dialog box, select Delete to confirm.