Set Up Financial Services Roles Using Simplified Setup

You can set up the financial services roles such as commercial banker, commercial bank manager, retail banker, retail bank manager, and sales administrator using collateral provided or you can configure each role separately.

To set up all the financial Service roles using collateral, depending on the version that you require, download the AFS_Simplified_Setup_R131802 compressed file or the AFS_Simplified_Setup_R131805 compressed file available at Collaterals for Oracle CX for Financial Services (My Oracle Support Document ID 2077119.1). You must perform the following steps to use the collateral to set up the financial service roles:

1. Sign in to Oracle CX Sales using Application Implementation Consultant role.

2. Navigate to Migration in Tools.

3. Select Incoming tab.

4. Click Browse button.

5. Select the jar file.

6. Click Apply button.

Note:

You have used simplified setup for setting up the financial services roles, so don't configure any of the financial services roles separately by following steps available in the Creating Roles for Retail Banking, Creating Roles for Commercial Banking, and Creating Administrator Roles for Financial Services topics in the Getting Started with Financial Services Implementation guide.