This readme has the
following sections:
·
Oracle
Financial Service Analytical Applications Infrastructure (OFSAAI)
·
Oracle
Financial Services Customer Analytics Application (OFS CA)
Oracle Financial Services Customer Analytics
Application Pack v8.0.0.0.0 Minor Release #1 8.0.1.0.0 (ID 21682453)
This release of OFS CA Application Pack is cumulative
of all enhancements and bug fixes done since v8.0.0.0.0 release.
·
The minimum
patch set level should be OFS CA Application Pack v8.0.0.0.0.
·
The 1-off patch for AAI that has been generated for bug
21571807 needs to be applied for the following issue:
o Bug 21571807 – Required
tables for models are not getting populated in Sandbox
For
detailed instructions on installing this OFS CA Release, refer to Oracle
Financial Services Customer Analytics Application Pack Installation and
Configuration Guide_8.0.1.0.0.
Starting 8.0.0.0.0 release, Oracle Financial Services Analytical Application (OFSAA) applications are packaged and released as Application Packs.
Oracle Financial Services Analytical Applications Infrastructure (OFSAAI)
This section includes the following sub-sections:
· New features in this release
· List of bugs fixed in this release
Following is the list of new features incorporated in this release.
For detailed information on usage of these features, refer to Oracle Financial
Services Advanced Analytical Infrastructure 8.0.1.0.0 User Guide.
1. Business Restructure
·
Business Restructuring in corporate management
is act of reorganizing Ownership, Operational or other structures of the
company for making it more profitable or better organized for its present
needs. Other reasons for restructuring include demerger or a response to major
change in the business such as repositioning or buyout.
A module has been introduced in this release to configure and manage the
restructuring process across the organization.
2. Process Orchestration Framework
· A new module has been introduced to support built-in tooling for orchestration of human, automatic workflow interfaces as well as various OFSAA Processes.
· Support for visual modeling of the Workflow and Processes.
· Support for registration of Process /Activity/ Transition Logic implementation, separated from the modeling process itself.
· Built-in orchestration engine (included within OFSAAI’s runtime) for workflow execution (interactive model as opposed to the batch model supported through Rule Run Framework).
· Published interface for abstraction of workflow task implementation.
· Representation of the workflow-routing rule logic in Java/ PL-SQL / Web-service.
· Process Monitoring Admin Tool to view and control the Execution Process Instances.
3. Data Management Tools
· Ability to preview Database details while creating Data Sources has been introduced.
·
Ability to preview data of the source/ target
entities has been provided while defining Data Mapping and Data File Mapping.
· For Data Mapping, there is no default limit set for Rejection Threshold and the value needs to be set if it is required.
· Data Sources creation has been modified to pick up the connection details created from the Database Details screen.
4. Data Quality Framework
· Data Quality rules can be defined on Data Management Sources.
· Data Quality checks can be performed based on Unique Identifier Columns other than Primary Key columns.
· In the Data Quality Reports, the Primary Key columns or Unique Identifier Columns are displayed.
5. Mapper
· Copy feature of Mapper definitions is introduced.
· While defining a Mapper, an option to create Database View has been provided.
6. Business Metadata Management
· Ability to preview the query and the data from the Dataset definition is introduced.
7. Object Migration
· Command Line Migration now supports Security Management System (SMS) objects such as Users, Usergroups, Functions, Roles, and Profiles along with the mappings.
· The Object Migration Command Line Utility (offline option) supports wildcard (*) feature.
8. Run Rule Framework
· The Use Descendants option for a Parent Child hierarchy has been provided to apply self/ descendants to a Run/Process condition implicitly.
· The Process engine has been enhanced to support “Select Insert” and “Partition Swap” query along with the “Merge” query.
· The Rule engine has been enhanced to support “Select Insert” and “Partition Swap” query along with the “Merge” query.
9. Model Upload
· A command line utility has been introduced to perform Object Registration independently for an Information Domain where model upload is done successfully.
10. DEFQ
· From the Excel Entity Mappings and Excel Upload screen, you can download the Excel template which is used in the mapping.
11. System Configuration and Identity Management
· Create New Application feature has been introduced, which enables to create an Application using the standard platform frameworks.
· The Database details screen has been enhanced to support for heterogeneous database.
· Users can be created with an option to authenticate through SMS even when LDAP or SSO authentication is enabled.
· SSO authentication using SAML v2 is introduced. This release supports only 1-way SAML authentication.
· User Provisioning API is provided so that User Objects can be provisioned in OFSAAI using web service call.
· An option to reinstate the deleted users has been introduced.
12. Forms Framework
· Flexible Key Business Dimensions(KBDs)
· Configuring Flexible KBDs is supported, which provides centralized configuration approach to KBD usage in the Applications, other than the seeded KBDs.
· Other Enhancements
· Spell check feature can be enabled for Text Box, Text Area, and Rich Text controls.
· A new feature is provided to pick the list of values for radio button and check box dynamically.
· Dynamic Filtering of drop-down for multi-select control has been introduced.
· Tool tips are provided for the wrap and unwrap buttons when the Image text is blank.
· Auto-fit feature is provided for Editable grid with multiple grids.
· Special characters are supported in multi-select control.
· Document delete feature is provided.
13. Metadata Browser
· Data Mapping along with User Defined Properties (UDPs) can be exported to Excel.
· An option to display Data Mapping with the selected UDPs is provided.
· The following objects are supported:
· Data Sources
· Data Source Entity
14. Link Analysis
· Single click option has been provided for Nodes.
· If multiple links (different types) are shared between two nodes, then the link is considered as complex link instead of duplicate link.
· Link Analysis graph has been enhanced to display with scroll bars for large graphs. Additionally, when a graph is zoomed out, the scroll bars will be displayed.
List of bugs fixed in this release
|
Component |
Sub Component |
Subject |
|
Administration |
Utilities |
LINK TO METADATA PUBLISH FROM UI TO BE REMOVED |
|
Unified Metadata Manager |
Metadata Browser |
COLUMN NAME ON WHICH MEASURE BUILT IS MISSING IN
METADATA BROWSER |
|
FORMAT OF PDF DOWNLOADED FROM MDB SCREEN IS NOT
PROPER |
||
|
Data Quality Definition |
QUERY VALIDATION FAILING WHEN CLICKED ON GENERATE QUERY
FOR CUSTOM CHECK |
|
|
Technical Metadata Management |
REMOVE RLT FROM MAPPING SCREEN FOR FILE EXTRACTS
(SysDate and Constant value are supported) |
|
|
IF TABLE LOGICAL NAME IS EMPTY THE UI APPENDS NULL
TO IT WHEN U REOPEN ENTITIES |
||
|
Data Entry Forms and Queries |
Forms Designer |
'SELECT LIST' DOES NOT WORK IN 'INEDIT OR ADD' IN
DEFQ FOR FOREIGN KEY COLUMN |
|
Data Entry |
NUMBER FORMAT CAUSE EDIT TO FAIL WITH SPECIAL
CHARACTER NOT ALLOWED ALERT |
|
|
FILTERS NOT WORKING PROPERLY ON DEFI WHEN EXPORT
SELECTED |
||
|
DATA ENTRY SCREEN ALLOWS TO ENTER SPECIAL CHARACTERS
IN TABLES USING COPY/PASTE |
||
|
FILTER CONDITION IS MISSING WHEN EXPORTING DATA FROM
ENTRY FORM INTO CSV FILE |
||
|
CLICKING ON GRID VIEW & THEN COPY IS SHIFTING TO
THE RIGHT BY ONE COLUMN. |
||
|
- |
INVALID INPUT FOUND FOR PARAMETER TABLE NAME"
ERROR ON CLICKING COLUMN HEADER |
|
|
SEARCH FUNCTIONALITY NOT WORKING WHEN CREATED A FORM
WITH TWO TABLE |
||
|
Dimension Management |
REV_HIER_FLATTENED USE & AS DELIMITER CAUSING
BATCH HIERARCHY LOAD OVERLOAD |
|
|
Operations |
TIMESTAMP(DATE & TIME) REQUIRED IN ICC SERVER
LOG |
|
|
Batch Execution |
BATCH EXECUTION SHOULD THROW PROPER ALERT IF
ICCSERVER IS DOWN |
|
|
Forms Framework |
Forms Manager |
MASKING ISSUES IN FORMS FRAMEWORK |
|
FORM DATASET ENTITIES DOES NOT ALLOW CONFIGURATION
OF MORE THAN 4000 CHARACTERS |
||
|
Metadata such as T2T, F2T, etc |
MESSAGE SERVER SHOULD SHOW PROPER LOG IF PASSWORD
ABOUT TO EXPIRE |
|
|
F2T LOAD SUCCESSFUL BUT RECEIVED [6601] COULD NOT
READ HEADER FILE |
||
|
F2T Issues |
UNABLE TO F2T WHEN SOURCE IS DEFINED ON A REMOTE
SERVER |
|
|
Preferences |
Global |
GLOBAL PREFERENCES: FUNCTIONAL CURRENCY AND SIGNAGE
BLANK |
|
Rules Framework |
Manage Run Execution |
WHEN ATTEMPTING TO LAUNCH 2 RRF BATCHES IN PARALLEL
ORA-00001 IS RECEIVED |
|
BACKWARD COMPATIBILITY MISSING FOR WSMRE UTILITY |
||
|
GETTING WEBSERVICE EXCEPTION WHILE EXECUTING
WSMRESTARTUP.SH |
||
|
Rule Execution Engine |
CHANGE OF MERGE WITH PARTITION SWAP |
|
|
MERGE ARE NOT TAKE ADVANTAGE OF PARTITION LOGIC IN
CASE QRY_OPT_USE_ROWID=Y |
||
|
Link Analysis |
- |
NETWORK VISUALIZATION GRAPH IS NOT LOADING
(DISPLAYING), ITS THROWING JSP ERROR. |
|
LINK ANALYSIS AFTER LOADING THE GRAPH ACKNOWLEDGMENT
IS REQUIRED |
||
|
Install and Upgrade Issues |
- |
MEDIA PACK INSTALLERS ARE NOT VALIDATING ORACLE
DATABASE VERSION PRE-REQUISITES |
|
PRE-CHECK UTILITY SHOULD VALIDATE THE EXISTENCE OF
EN_US.UTF-8 LOCALE |
||
|
SCHEMA CREATOR UTILITY VALIDATION FAILS IF ORACLE
SERVER IS ON A WINDOWS MACHINE |
||
|
PORTC.JAR DOES NOT CHANGE PORT TO 443 |
*User
Interface link to publish Metadata in Metadata Browser is removed from Financial Services Analytical Applications
Infrastructure > Object Administration > Utilities. Instead
Command Line Utility is available to publish Metadata in Metadata Browser.
Known Issues/Limitations in this release
|
Component |
Sub Component |
Subject |
|
Administration |
- |
OFSAAI does not allow to enter the special
characters such as '~!@#$%^&*()_+' in SFTP / FTP details screen |
|
Data Entry Forms and Queries |
Excel Upload |
The Description of an Excel-Entity mapping
definition is not getting updated in edit mode. |
|
Model Upload |
|
Model upload summary grid does not display the
status of Object Registration process. |
|
Rules Framework |
Rule Execution Engine |
Execution log does not provide detailed steps of execution
if Execution mode is set as SELECT or PARTITION SWAP at Rule/Process/Run
Level. |
|
System Configuration |
Database Details |
No field restriction is given for the Name field in
the Database details. Validation is done only after user clicks Save. |
|
Unified Metadata Manager |
Business Metadata Management |
When a multi level hierarchy is used and the same
hierarchy is repeated in more than one level, Pushdown operation is failing. |
|
Data Quality Group |
Data Quality Group Summary grid does not display
whether the DQ group is defined on Data Source or Infodom. |
|
|
Data Quality Definition |
Java script error occurs when user clicks the online
help icon from DQ Rule Summary page. |
|
|
Data Quality Rule Summary grid does not display
whether the DQ Rule is defined on Data Source or Infodom. |
||
|
If you are defining Data Quality check on a Data
Management Source, only quality check will be done; data correction will not
be done since it is an external source. The UI does not restrict to perform
any assignments on such DQ rules. |
||
|
Import Business Model |
Model Upload log file provides incorrect information
about indices. |
|
|
Metadata Archive Restore |
From the Object Migration> Restore Metadata, when
you click Browse to select the DMP file, the folders are not displayed. |
|
|
Technical Metadata Management |
Table Logical name is empty for Data File Mapping
screen. |
|
|
Show Details/ Data Preview should be available under
selected Members tree. |
||
|
Forms Framework |
Forms Manager |
Forms Manager application expects IE 11
Compatibility Mode setting from every client browser. |
|
Link Analysis |
- |
Link Analysis context menu is going out of page and
user has to scroll to view it. |
Oracle Financial Services Customer Analytics Application (OFS CA)
This section includes the following sub-sections:
· New features in this release
· List of enhancements in this release
· List of bugs fixed in this release
Following is the list of features incorporated in this
release. For detailed information on usage of these features, refer to Oracle Financial
Services Retail Customer Analytics 8.0.1 User Guide.
·
Marketing
triggers: This functionality enables to identify the account or customers based
on the respective dimensions and measure values.
·
Generic
cross-sell model: This functionality enables to compute cross-sell scores
across all product type.
·
Model
score validation: Inclusion of an observation period to validate the model
outputs.
·
Additional
Reports:
·
Attrition
Analysis: This report provides the details of attrition of accounts and balance
in a time series format in absolute terms as well as a proportion to the
portfolio of accounts.
·
Flow
Rates: This report provides details of the number of accounts and balance in a
particular delinquency band for each month and the movement of accounts and
balances from one delinquency band to another over a period of time.
List of enhancements in this release
|
Component |
Subject |
|
DATA_MODEL |
Move FSI_MBA_PRODUCT_BASKET to reporting area |
|
Move FSI_CHANNEL_PROPENSITY to reporting area |
|
|
Account value forecast to be stored in reporting area |
|
|
OTHER |
Cross-sell model and reports |
|
Model score validation – Observation period inclusion |
|
|
WEBCAT |
Additional Reports |
List of bugs fixed in this release
|
Component |
Subject |
|
INSTALL |
Sandbox datamodel
upgrade to be done for RCA 8.0.1 through installer |
|
Data Model upload
failing for 8.0.1.0.0 installer |
|
|
DATA_MODEL |
ACRM_CAMPAIGNANALYSIS
- T2T_FCT_RESPONSE is failing |
|
Precisions required
to be modified for table columns |
|
|
LTV columns must be
named NPV instead of LTV |
|
|
META |
Missing column
mappings for FCT_CAMPAIGN_EXEC_SUMMARY |
|
Missing column
mappings for FCT_CAMPAIGN_SUMMARY |
|
|
SCRIPTS |
ODBC errors due to VW_ENHANCED_ACCT_LTV_RCA in reports |
|
T2T mapping missing for FCT_CAMPAIGN_DETAILS.N_NO_OF_TIMES_CONTACTED |
|
|
Source Mapping for N_F_TXN_ACCT_NO COLUMN of FCT_TXN_CHANNEL is
missing |
|
|
UPDATE_BANDS batch unavailable |
|
|
Full script for model technique R_RCALRAT has not got updated in
latest CA build |
|
|
Model level filters are not getting migrated from sandbox to
production infodom |
|
|
OTHER |
Placeholder bug for
folder creation in SVN |
|
RPD |
Count Measures in RPD need to be corrected |
|
WEBCAT |
Listed are few
issues related to the look of the CA reports |
|
Please add the
amount in millions (USD) tag in the below reports |
|
|
Filter condition are
not getting applied to reports |
|
|
Issue with ACCT_ORIGINATION_DATE
and ACCT_CLOSED_DATE in BI reports |
|
|
The font size needs
to be increased across dashboards |