1.1 Overview

This topic describes the overview of Document generation service.

In Oracle Banking Microservices Architecture, a reporting sub-domain is introduced to generate account statement and advices that can be printed or emailed.

These statements and guidance can be used in the following generic areas:

• Periodic communication to customers (For example, Account Statements)
• Adhoc communication (For example, Advices)
• Internal Bank statements

The flowchart below gives a high-level knowledge about the process of collecting and generating the statement:

Figure 1-1 Document Generation Service

Description of "Figure 1-1 Document Generation Service"

A detailed explanation of the flowchart is as follows:

1. Financial institutions, wanting to generate a report in a specified format, can create their own report template.
2. The Report Services module accepts the template as input by upload. For each template, the output format and template ID is configured.
3. Once the report request is received from the Source domain, the system identifies the report to be generated based on the report name.
4. As per the template configuration, system fetches additional data from the source domain.
5. The Report Maintenance module generates the output file as per defined format in report template linked to the report ID.
6. The Reports can be generated on adhoc or scheduled basis.
7. The output destination of the report is a file store location as per configuration.
8. The user must understand the role of a maker and checker in the reporting flow using the system.

   Figure 1-2 Report Maintenance

   
   

   
   Description of "Figure 1-2 Report Maintenance"

   
   

   Following actions can be performed on the Completed Tasks menu:

   Maker:

   • Uploads a report template.
   • View the report template.
   • Link the uploaded report.
   • View the report linkage.

   Checker:

   • View and authorize the report template uploaded.
   • View and authorize the linkage created by the maker.