OFS Compliance Agent (OFSCA) is an AI-powered experimentation platform that measures the performance of your Transaction Monitoring System (TMS), identifies areas for improvement, optimizes the system's performance, and provides evidence to support your decision-making.
To use FCCM Cloud Service, you need to activate the Cloud Service. Once the service is activated, you can onboard application users to access the subscribed cloud services.
For more information, see the Get Started with Oracle Financial Services Crime and Compliance Management Cloud Service guide.
Once the Compliance Agent application is configured, you can access it by following these steps.
To access Compliance Agent, follow these steps:
1. Enter the application's URL in your browser to open the Login window.
Figure: Login Window
2. Enter your login credentials (User Name and Password) to sign in.
3. Click on Sign In to access the Compliance Agent application.
The Compliance Agent application utilizes a role-based access control model, meaning that users are granted specific roles to access different application functionalities.
To create a new user and assign a role type in the Compliance Agent application, an administrator user can follow these steps:
1. Click Open Ask Oracle
to display the Ask Oracle window.
The following window is displayed.
Figure: Application Menu
2. Click Users menu to display the Users window. The following window is displayed.
Figure: Users
3. Click Invite User to create a new user. The following window is displayed.
Figure: Invite User
4. Enter the following details:
a. First Name: Enter the First Name of the user.
b. Last Name: Enter the Last Name of the user.
c. User Name: Enter the name of the user.
d. Email: Enter the Email of the user.
5. Select the required Role type from the drop-down list. The available options are Admin and User.
§ Admin: Admin can add other users to the system and assign them rights. An admin can also access the application.
§ User: User can access the application.
NOTE: The Invite User window is displayed only if you are logged in as Administrator.
6. Click Invite to create the required user for the system.
An administrator user can edit the user information of a selected user in the Compliance Agent application.
To edit the user information, follow these steps:
1. Click Action
icon of the selected user in the User
window and then click Edit user.
The following window is displayed.
Figure: Edit User
2. Edit the required fields.
NOTE:
You cannot edit the User Name and Email fields.
An admin user can deactivate the user information of a selected user in the Compliance Agent application.
To deactivate the selected user, follow these steps:
1. Click Action
icon of the selected user in the User
window and then click Deactivate user.
The confirmation window is displayed.
Figure: Deactivate User
2. Click Deactivate to deactivate the selected user. Once deactivated, the user cannot log in to the system.