Oracle Financial Services Enterprise Case Management Release
v8.1.2.3.0
|
Oracle Financial Services Enterprise Case Management Release
v8.1.2.3.0 |
Oracle Financial Services
(OFS) Enterprise Case Management (ECM) Pack is a separately licensed product.
Description
Bug ID 34647700 – OFS ECM v8.1.2.0.0 MINOR RELEASE #3
(8.1.2.3.0).
The Oracle Financial Services Enterprise Case Management
(OFS ECM) version 8.1.2.3.0 ML is cumulative of all bug fixes &
enhancements done since the 8.1.2.0.0 release, and it can be directly applied
to ECM 8.1.2.0.0 version.
Prerequisites
Before applying OFS ECM v8.1.2.3.0, it is required to
install OFS ECM v8.1.2.0.0. For detailed instructions on installing this OFSECM
Release, see OFS ECM
Application Pack Installation Guide 8.1.2.0.0.
How to Apply This Patch?
·
For detailed instructions on installing the OFS ECM
8.1.2.3.0 release, see OFS ECM ML Installation
Guide
·
For Pack on Pack installation, apply Bug
34637484 - Oracle Financial Services Behavior Detection Platform 8.1.2.3.0 ML.
This is to accommodate enhancement ECM 8122: To View the Next Periodic
Re-review on KYC Case Context Screen.
About This Release
This
section describes the new features and known issues in this release of OFS
ECM.
Topics:
New Features
The following is the list of new features included in this
release:
·
When searching and adding customers or
accounts to a Case, users can search by multiple values via the SSN and EIN
fields. These values should be separated by commas.
·
Users who have enabled Quantifind integration
can view an updated Quantifind scorecard provided by Quantifind.
·
The 'Alerted Party' tab name has been renamed
to 'Entities' for better representation of the information which is being
presented.
·
Regardless of the Case's status, users can
create an Event from within the Case.
·
Users can view the audit history of changes
made when an entity is edited. This is available for Case header information
(including optional case attributes), Accounts, External Entities, Customers,
and Transactions. Users can view who made the changes, when the change was
made, what fields were altered, and the value it was changed from and to.
·
When there are no assignment rules defined,
the Auto-assignment checkbox is disabled in the Create Case screen.
·
When viewing an account on the Alerted
Parties tab, a new column - Primary Customer - is introduced, which displays
the name of the primary customer for that account.
·
Even if the recipient of the RFI has not
responded, the Questionnaire link in the Evidence tab is displayed. This
enables the users to view which questionnaire was sent even if a response was
not submitted.
·
Customer case attributes that are
single-select dropdowns now do not have a value selected by default when they
are displayed on the Case Search screen.
·
For Quantifind Customer Extract, users can
apply both default and custom filters in the Custom Filter. This reduces the
implementation work by not requiring all default filters to be recreated along
with the custom filters.
·
When viewing the Account Summary and Customer
Summary, users can select to display the functional currency of all values in
addition to the base currency.
·
When viewing a Customer and an External
Entity on the Customer and External Entity tabs, users can now see what other
parties are related to the Customer and External Entity as defined in the
Party-to-Party table.
The following
table provides the list of known issues in this release.
Table:1
List of Known Issues
|
Bug ID |
Description |
|
34894317 |
The Send RFI functionality does not trigger emails in the Websphere Server version 9.0.0.11. |
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