Creating Contextualized Table

Table configuration uses Table type that signifies a class of table with a predefined set of input and output facts, that the instance of that Table type can have. You can add or modify Table Data to reflect changing business conditions or requirements. This involves updating existing data or inserting new data into the table, ensuring it aligns with current rules, policies, or operational needs, as per your requirement.

Prerequisites

Note:

Ensure that you complete the prerequisites before proceeding with the Contextualized Table configuration.

Table 9-1 Prerequisites

Prerequisites Details
Set the Config ID 'Active' Config ID is set and logged in user has the requisite entitlements.

Ensure that all the dependent configurations and associations must be part of same open Config ID.

You need to add Contextualized table from the parent configurations. The creation of Contextualized Table involves identification of Table instance which includes the Input and Output Fact columns, and Table Data.

Identification

You need to provide basic information and table type. Depending on the table type selection, the Input and Output Fact columns are populated in the rest of the pages.

  1. Under the Detail of individual configuration, select Add and enter Basic Information such as, Name, Long Name, and Description to identify the Table configuration instance.
  2. For Contextualized Table, Table Type fields such as, Domain Name and Table Type are prepopulated. You cannot change the values of the Table Type fields.
  3. Set the activation of the configuration using Active Date. By default, the Active Date is set to the current date.
  4. Continue with rest of the steps.

Configuring Input Facts

Input Facts are used for decision-making processes based on the values they carry. These are the values that are provided as inputs into a system for business decisions. For example, in a financial institution, an input fact can be account type, which is used to search specific data related to different account types, such as, savings or checking accounts.

Facts can have various types, each of which controls how the data is structured, how it behaves, and what operations can be performed on it. The types vary depending on different parent configurations. For example, for Communication configuration, the supported types are Enum and Instance.

Based on the Table Type, the available Input Fact Column names are populated on the Input Fact Columns page.

To add one or more additional Input Fact Columns, from Actions, select Add Additional Column. After adding additional columns, the new Input Fact Columns are available at the top of the list. You can then rearrange the order of the columns.

To view the column arrangement, from Actions, select Preview Table.

If you do not want any action from this page, then you can skip and continue with the rest of the steps.

Continue to configure Input Fact Columns.

Configuring Input Fact Columns

Configuring Input Fact Columns involve the following steps. You need to add the information of each of the mandatory and optional Input Fact Column.

  1. Under Column Name, Input Column Short Name and Input Column Long Name are prepopulated with the default value. You can change the names as per your requirement.
  2. Enter the following Column Details:
    1. Conditional Operator: Select the appropriate conditional operator based on the column data entered and parameters provided by the system. The following values are available. The availability of these values depends on the configuration instance selected.
      Value Description
      < Less Than
      > Greater Than
      = Equal
      <= Less Than or Equal
      >= Greater Than or Equal
      != Not Equal
      NA Not Applicable
    2. Table Fact Lock Level

      The Table Fact Lock Level field specifies the lock level at which the modification of Table fields is allowed. This concept is used in configuration instances where there are multiple variants or levels supported, such as Base and Marketing, as well as Operations. You can select the value as Base, Marketing or Operations.

      The value of Table Fact Lock Level is set for all Input Facts. It serves to control and restrict modifications to entities or features across the different levels of Input Facts. This provides control over where and to what extent values for specific Input Facts can be added or edited within a hierarchical framework of variants or levels. For example, if you have selected Table Fact Lock Level as Base, then you can add or modify the fact values only while configuring Table Data at the Base variant level. You are not allowed to modify the Table Data at the marketing level.

      For configuration instances that do not involve Marketing or Operations variants, you can select the value of Table Fact Lock Level as Base only, for all Facts.

    3. Data Mandatory Indicator: This determines whether a given fact must always have a value (excluding NULL) during the configuration of Table Data, or if it can remain blank (NULL, no value captured). The available settings for this indicator are:
      • True: Indicates that the fact must always have a value assigned during Table Data configuration. That means, the user is not allowed to leave the fact as blank.
      • False: Indicates that the fact can be left blank (NULL) during Table Data configuration if no value is applicable or available. This is the default value.
  3. Continue the same steps with the rest of the Input Fact column configurations. Modify the values if required.

Configuring Output Facts

An Output Fact represents the resulting data that the system provides in response to an input or a set of inputs. Output facts are used for business decision-making or to drive other processes in the system. It is mandatory in the Table configuration, and it is used to convey the result of a specific operation or calculation that the system performs. For example, in a financial institution, an input fact can be account type, then the output fact can be account balance or interest accrued.

Facts can have various types, each of which controls how the data is structured, how it behaves, and what operations can be performed on it. The types vary depending on different parent configurations. For example, for Communication configurations the supported types are Enum and Instance.

Based on the Table Type that you have selected, the available Output Fact Column names populate on the Output Fact Columns page. As per the business requirement, you can rearrange the order of the optional columns.

To view the column arrangement, from Actions, select Preview Table.

If you do not want any action from this page, then you can skip and continue with the rest of the steps.

Configuring Output Fact Columns involve the following steps. You need to add the information of each of the mandatory and optional Output Fact Column.

  1. The Output Column Short Name and Output Column Long Name are prepopulated with the default value. You can change the names as per your requirement.
  2. Enter the following Column Details:
    1. Data Mandatory Indicator: This determines whether a given fact must always have a value (excluding NULL) during the configuration of Table Data, or if it can remain blank (NULL, no value captured). The available settings for this indicator are:
      • True: Indicates that the fact must always have a value assigned during Table Data configuration. That means, the user is not allowed to leave the fact as blank.
      • False: Indicates that the fact can be left blank (NULL) during Table Data configuration if no value is applicable or available.
    2. Table Fact Lock Level: This field denotes the level at which the specific Output Fact is locked for modification. The values in this field are determined and populated based on the configuration's Lock Level settings.
  3. Continue the same steps with the rest of the Input Fact column configurations. Modify the values if required.

Configuring Table Data

After configuring the Input and Output Fact Columns, you can configure the Table Data. This contains the fact data for each row. You can configure Table data with Input and Output fact values. This helps in business processing and decision making. For example, if you want to send out communication to your customers, you can structure the Contextualized Table in the Communication instance to first execute the process to create Email (Subject, Body, Attachment, Addresses), and then execute the distribution process to send emails to the correct recipients through the right channel or service like, Oracle OCI Email.

To add Table Data, add each Input or Output Fact column with the appropriate data type, one row at a time. You can add multiple rows of values. Optionally, you can include default output values for the table. The default output row contains values only for the Output Facts defined in the table instance, with no values provided for the Input Facts. During execution, if values are not matching, then the default output row will be picked up.

Note:

Facts marked as mandatory must not be left blank.

You can configure Table Data during configuration or on a later stage.

After configuration is saved, to add the Table Data, from Associations, expand Contextualized Table, under Action on the Detail page, select Edit Table Data.

While configuring the Table Data, the fields specific to the selected configuration instance are displayed. Perform the following steps:
  1. If there are no Table Data configured, then you can optionally create a default row. In default row, you can select only the Fact Output defined for Table.
  2. To add Table Data, from Actions, from More option, select Insert Row and select Above or Below. The default row is the first row in the Table Data and you cannot add any row above this default row.

    Fact Input and Fact Output are represented by different colors and the legend is available on the page.

  3. Select the Fact Input Column and Fact Output Column from the drop down. This is required for facts to align with the specific requirements of the parent configuration that the Contextualized Table is associated to.
  4. Select the tick mark next to the row to add the selected values in the row. Repeat the steps if you want to add more rows.
  5. To edit the row, from the More option, select Edit Row. Select new values from the drop down and select the tick mark. You cannot edit the Fact Input Column of the default row.
  6. To delete the row, from the More option, select Delete Row. You can delete the table row only if the status of the Configuration ID used is Open and the row that you are trying to delete is created under the same Configuration ID.
  7. For any errors with respect to the addition of rows, an error message is displayed while saving. Modify the row, select the tick mark and then save the changes.