Creating a Communication Configuration

Introduction

You can create Communication configuration to execute sequential processes and services to create or distribute Email, SMS, Storage, Rendition and ESignature based on the Scenarios (Dimensions) provided by the consuming service or application.

See Understanding Communication for more information.

Prerequisites

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

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. See Understanding Entitlements Management for information on Entitlements. See Communication section under Transaction Type Listing for Communication Distribution for entitlements required for Documents.
Create Marketing Company configuration	Ensure that you have created the Marketing Company configuration that needs to be associated to the Communication configuration. See Creating Marketing Company for more details.
Create respective Communication Assets	Ensure that you have created the Communication assets. See: Creating a Communication Email Configuration Creating a Communication Message Configuration Creating a Communication Storage Configuration Creating a Communication Rendition Configuration Creating a Communication Distribution Email Configuration Creating a Communication Distribution Storage Configuration Creating a Communication Distribution ESignature Configuration Creating a Communication Distribution Message Configuration

Creating a Communication

The Communication configuration helps in determining the process flow with Active Date set during the configuration creation. Creating a Communication in Communication Cloud Service involves the following components creation:

Providing Basic Information, Active Date, and Associating Marketing Company

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

Note:
You can associate only one Marketing Company per Communication configuration.
In Status section, Active Date is set to the current date when the Communication is created. You can modify it to a future date, if required.
Select Save to save the details, or Save & Continue to save the details and continue with the next steps.

Creating a Detail

In Communication Detail configuration, you can set the Scenario (Dimensions) to required Communication Transaction Type. Detail configuration is associated to a Contextualize 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 Detail, follow these steps:

On Create Communication page, under Basic Information section, enter the Name, Long Name, and Description (optional) to identify the Communication Detail.
In Scenarios (Dimensions) section, select a Communication Transaction Type, to define the type of communication transaction. If you select User Defined, then you must enter Communication User Transaction Type value to define a transaction event. For example, enter the Communication User Transaction Type as New User Only, for sending communication through multiple channels to your new customers.

Note:
The value you enter in Communication User Transaction Type corresponds only to this Detail configuration.
In Status section, Active Date is set to the current date when the Communication Detail is created. You can modify it to a future date.
Select Save to save the information and continue with the next steps.

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

Creating a Process

The Communication Process helps to determine whether a communication asset needs to be created or distributed as part of communication workflow. You can also set the Process Supplier Error Behavior.

To create Communication Process, follow these steps:

On Update Communication Process page, under Basic Information section, enter the Name, Long Name, and Description (Optional) to identify the Communication Process.

In Process Type section:

Select Process Type.

Note:

Process Type is disabled for selection after you configure Communication Service. In Service configuration, the Service Type is populated based on the Process Type that you have selected in Process configuration as shown in the table below:

Process Type	Service Type	Integration Service Configuration
Create	Email Creation	Communication Email
	Storage Asset Creation	Communication Storage
	HTML Rendition Creation	Communication Rendition
	PDF Rendition Creation	Communication Rendition
	JSON Rendition Creation	Communication Rendition
	Message Creation	Communication Message
Distribute	Email Distribution	Communication Distribution Email
	Storage Distribution	Communication Distribution Storage
	Direct Distribution	Not Required. The PDF, HTML, or JSON Digital Asset is directly distributed based on your request.
	Digital Asset Distribution	Not Required. The Digital Asset is stored in an internal storage based on your request. You can retrieve it using REST API call.
	Message Distribution	Communication Distribution Message
	Signature Distribution	Communication Distribution ESignature

Select Process 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 Completes 

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 the Service returns error.

In Status section, Active Date is set to the current date when the Communication Process is created. You can modify it to a future date.
Select Save to save the Process information and continue with the Service configuration.

Creating a Service

The Communication Service decides parameters based on the Process Type you have selected in the Communication Process and helps you to determine which service needs to be connected with, to execute the process.

To create a Communication Service, follow these steps:

In Create Communication Service page, under Basic Information section enter the Name, Long Name, and Description (Optional) to identify the Communication Service.
Select Service Type, which is populated based on the Process Type that you have selected under Process configuration. The Service Type determines which service you want to execute as part of the Communication process.
In Status section, Active Date is set to the current date when the Communication Service is created. You can modify it to a future date.
Select Save to save the details.

Associating Supplier Service Integration Configuration

After saving the Service configuration, the Associations section is displayed.
Depending on the selected Process Type and Service Type, the relevant supplier service integration configuration options are displayed under the Associations section.
Select Add next to the service configuration and select the required integration supplier service configuration that you want to associate.
Select Save to save the information, or Save & Continue to save and continue creating Contextualize Table.

Creating a Table for Communication

To create a Table, you need to configure at least one Process under Communication configuration. The Table determines which processes to execute and in what order when the Communication configuration is considered for execution. Through this Table you can define which process and linked service the Communication 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 Detail that you have already created. Or from the left navigation, select the Communication Detail that you have created.
On Update Communication 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 Configuration

Introduction

You can update or delete Communication 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 configuration. If the initial Config ID used for creating the Communication configuration including all its associations 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 information:

Editing a Communication Configuration: Update the basic information of the Communication configuration and Active Date, replace the Brand Marketing Company, or add new Detail under the same configuration.
Editing a Communication Detail: Update the basic information of the Detail, Active Date, or add new Detail or Process.
Editing a Communication Contextualized Table: Update Table identification and Table Data or delete the Table. 
Editing a Communication Process: Update the basic information of the Process and Active Date, or add a new Sibling of the Process or Service under the Process within the same Detail configuration.
Editing a Communication Service: Update the basic information of the Service, and Active Date. You can update the Service Type and add or remove corresponding Communication Distribution configuration association.
Deleting a Communication Service: Delete a Communication Service that you are no longer using, if the Config ID is open.
Deleting a Communication Process: Delete a Communication Process that you are no longer using, if the Config ID is open. 
Deleting a Communication Detail: Delete a Communication Detail that you are no longer using, if the Config ID is open. 
Deleting a Communication Configuration: Delete a Communication configuration that you are no longer using, if the Config ID is open.

Editing a Communication Configuration

You can edit the basic information and Active Date of a Communication 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. This redirects you to the Communication landing page.
To edit the Communication configuration, follow either one of these options from the landing page:
- From More Menu in Action column of the respective configuration, select Edit.
- From the Name column, select the required configuration to view its Summary page. Then from the Summary page, select Edit. 
  This redirects you to Update Communication page. 
On Update Communication page, modify the information as required.
To replace Marketing Company, under Brand (Marketing Company) section, from More Menu in Action column, and select Replace. Select a different Marketing Company belonging to the same Config ID.
To add new Detail, from Actions on the top right corner, select Add Child and provide information of the new Detail. See Creating a Detail for more information.

Editing a Communication Detail

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

Perform the following steps:

From the left pane of Update Communication 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 information of the new Process. See Creating a Process for more information.

Editing a Communication Contextualized Table

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

Perform the following steps: 

From the left pane of Update Communication 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 Table left panel 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. See Configuring Table Data for more information. Select Delete to delete the Contextualized table. The initial Config ID used for creating the Contextualized Table should be Open.

Editing a Communication Process

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

Perform the following steps:

From the left pane of Update Communication page, navigate to the Process and modify the basic information, Process Error Behavior or Active Date, if required.
Select Add Child from the Actions on the top right corner to create new Service under the same Process configuration. Provide information of the new Service. See Creating a Service, for more information.
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. See Creating a Process for more information.

Editing a Communication Service

You can edit the basic information and Active Date of a Communication Service. You can also remove the associated configuration from the Service. 

Perform the following steps:

From the left pane of Update Communication page, navigate to the Service and modify the basic information, Active Date or Service Type, if required. If you modify Service Type, you need to add required association.
Select Add Sibling from Actions on the top right corner to add new Service under same Process configuration. Provide information of the new Service. See Creating a Service, for more information.
To remove associations, select Expand All under Associations section. Then select More Menu under corresponding Action column and select Remove.

Deleting a Communication Service

To delete the Communication Service, it must not be associated to any other configurations. 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. This redirects you to the Communication landing page.  
Follow either one of these options from the Communication landing page: 
1. From More Menu in Action column of the respective Communication configuration, select Edit.   
2. Select the Name of the respective Communication configuration. This redirects you to the summary page of the configuration. Select Edit.   
From the left pane, navigate to the Service you want to delete.  
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. 
On Update Communication Service page, from Actions from the top right corner, select Delete.  
In the dialog box, select Delete to confirm.

Deleting a Communication Process

To delete the Communication 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 page, navigate to the Process you want to delete.   
On Update Communication Process page, from Actions on the top right corner, select Delete.  
In the dialog box, select Delete to confirm.

Deleting a Communication Detail

To delete the Communication Detail, it must not be associated to any other configuration and all its child Process 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 page, navigate to the Detail you want to delete. 
If there are any associations, 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.  
On Update Communication Detail page, from Actions from the top right corner, select Delete.  
In the dialog box, select Delete to confirm.

Deleting a Communication Configuration

You can delete a communication configuration if it is no longer required. It must not be associated to any other configuration, 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. This redirects you to the Communication landing page.  
Follow either one of these options from the Communication landing page:  
- From More Menu in Action column of the respective Communication configuration, select Delete. In the dialog box, select Delete to confirm.   
- Select the Name of the respective Communication configuration. This redirects you to the summary page of the configuration. Select Edit. This redirects you to Update Communication page. From Actions from the top right corner, select Delete. In the dialog box, select Delete to confirm.