Creating a Communication Message Configuration

Introduction

Communication Message enables you to configure messages that can be passed through the Communication Distribution Message for distribution to your customers through a messaging supplier service. You can create different types of messages such as, Alert, Marketing, Notification, One Time Password and Reminder. Communication Message assembles your Communication Address, Body, Method Type, and Metadata to generate the required message to be distributed.

The Communication Message configuration assembles the following:

Communication Address- This defines the phone numbers where the messages will be delivered. If the configuration has multiple phone numbers, only one transaction request can be processed and delivered to only one mobile number.
Body- This defines the message body. You can associate User Defined Data Field to create a dynamic message body, or Package configuration which contains Document to generate the message. You can also create a static message body.
Method Type- This defines the type of the message (such as general message, OTP and so on).
Metadata- This defines the additional metadata which is required to distribute the message.

Prerequisites

Following are the prerequisites to consider before creating a Communication Message configuration in Communication Cloud Service:

Note:

Ensure that you complete the prerequisites before proceeding.

Prerequisites	Details
Set the Config ID	Config ID must be Active. Ensure that all dependent configurations and associations are part of the same open Config ID. See Creating Config ID for more details.
Configure entitlements	Ensure that you have the required entitlements to create a Communication Message. See Understanding Entitlements Management for information on Entitlements. See Communication Message section under Transaction Type Listing for Communication Distribution for entitlements required for Communication Message configuration.
Create Marketing Company configuration	Ensure that you have created Body Package that needs to be associated to the Communication Message Version. See Creating Marketing Company for more details.
Create User Defined Data Structure and Field	Ensure that you have created User Defined Data Structure and Field, that you want to associate to the Communication Message configuration. See Creating a Structure and Creating a Field for more details.
Create Rule configuration	Ensure that you have created Rule configuration that you want to associate to the Communication Message configuration. See Creating a Rule for more details.
Create Package configuration	Ensure that you have created Metadata Packages that need to be associated to the Communication Message Version. See Creating a Package for more details.

Steps involved in creating a Communication Message

The Communication Message configuration helps in grouping multiple Communication Message Versions. Every version has an Active Date set during the configuration creation process. It determines when each version will be activated. Creating a Communication Message in Communication Cloud Service involves the following steps:

Creating a Communication Message and Associating Marketing Company
Creating a Version
Associating the Communication Address
Creating a Method Type
Creating a Message Body
Crating a Metadata

Creating a Communication Message and Associating Marketing Company

To create a Communication Message, follow these steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication.
Under Communication, select Distribution and then select Communication Message.
On the Communication Message landing page, select Create.
In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Communication Message.
In Brand section, select Add Marketing Company and then select the Marketing Company that you want to associate to the Communication Message.

Note:
You can associate only one Marketing Company per Communication Message configuration.
In User Defined Data Structure section, select Add User Defined Data Structure, and then select the User Defined Data Structure that you want to associate to the Communication Message configuration. This User Defined Data Structure defines the configuration and determines the corresponding output.
Select Message Type to determine which kind of message you want to create.
In Status section, Active Date is set to the current date when the Communication Message is created. You can modify it to a future date, if required.
Select Continue to create a Communication Message Version.

Creating a Version

Versions allow the creation of multiple iterations of a Communication Message. The Active Date helps to control when each version of the Communication Message becomes effective. While the Communication Message can have multiple versions, one version must be created for a Communication Message configuration to be saved.

To create the Communication Message Version, follow these steps:

In Basic Information section, enter the Name and Description (optional), to identify the Communication Message Version.
In Status section, Active Date is set to the current date when the Communication Message Version is created. You can modify it to a future date.
Select Save to save the information and continue with association, or Continue to save and continue with the Method Type.

Associating the Communication Address

After saving Communication Message Version details, you need to associate Address. The Address defines details like mobile number, sender details and few other service specific data required for messaging service to distribute the message to correct recipient.

To add Communication Message Version Association, follow these steps:

In Update Communication Message Version page, under Associations, select Add next to Address.
Select the Address that you want to associate. This redirects you to the Add Contextual Attribute(s) to Address page. On this page follow these steps.
1. Select to modify the Communication Address.
2. (Optional) Select Add Rule under Rule column, and select the Rule that you want to associate to the Address. The Rule defines the business logic to the Communication Address.
3. (Optional) Select Add User Defined Data Field under User Defined Data Field column and select the User Defined Data Field that you want to associate to the Address. This User Defined Data Field applies the iteration required for the inclusion of multiple recipient’s.
4. Select to save the changes or to discard the changes. Select Continue to continue.
  
  Note:
  You can associate multiple Addresses to the Communication Message Version.
Select Save to save the information and continue with association, or Save & Exit to save and return to the landing page.

Creating a Method Type

In Method Type, you can set the type of the message. It adds a tag to the message that defines the type of the message. Navigate to the Method Type from the left pane to configure.

To create a method type, follow these steps:

On Update Communication Message Method Type page, select Subject Source

Subject Source	Value
User Defined Data	Select Add User Defined Data Field and select the User Defined Data Field that you want to associate to the Method Type.
Static	Enter static value directly under Static Value field.

In Basic Information section, enter Name, Long Name, and Description (Optional).
In Status section, Active Date is set to the current date when the Communication Message Version Method Type is created. You can modify it to a future date or can be left blank to set the date later.
Select Save to save the details or select Continue to save the details and continue creating the Body.

Creating a Body

In Body, you can create the body of the message. You can define the body in the following ways:

User Defined Data Field- Associate the User Defined Data Field configuration to make the message body dynamic.
Static- Directly write the message body. This creates a static message body for all recipients.
Package- Associate the Package configuration to define the message body.

To create body, follow these steps:

On Update Communication Message Body page, select Data Source and then follow these steps:

Data Source	Value
User Defined Data	Select Add User Defined Data Field and then select the User Defined Data Field that you want to associate to the body.
Static	Enter the message body directly under Static Value field
Package	Select Add Package and then select the Package configuration that you want to associate to the body.

In Basic Information section, enter Name, Long Name, and Description (Optional).
In Status section, Active Date is set to the current date when the Communication Message Version Body is created. You can modify it to a future date or can be left blank to set the date later.
Select Save to save the details or select Continue to save the details and proceed to create Metadata.

Creating a Metadata

In Metadata, you can define the additional metadata required to distribute the message to the right recipient.

To create a metadata, follow these steps:

On Update Communication Message Metadata page, under Metadata Properties follow these steps:

Select Metadata Type.

Select Subject Source as follows:

Subject Source	Value
User Defined Data	Select Add User Defined Data Field and then select the User Defined Data Field that you want to associate.
Static	Enter Static value directly in Static Value field.

In Basic Information section, enter Name, Long Name, and Description (Optional).
In Status section, Active Date is set to the current date when the Communication Message Version Metadata is created. You can modify it to a future date or can be left blank to set the date later.
Select Save to save the details or select Save & Exit to save the details and return to the landing page.

Maintaining a Communication Message Configuration

Introduction

You can update or delete Communication Message configuration to cater to the changing business needs.  When you replace or add new associations, ensure that those configurations belong to the same Config ID that you used to create the Communication Message configuration. If the initial Config ID used for creating a Communication Message Configuration is closed, and if you want to edit the Communication Message configuration, see Editing a Configuration after Closing the Config ID.

You can update the following Communication Message configuration information:

Editing a Communication Message Configuration: Update the basic information of the Communication Message configuration, Active Date, and Message Type or replace the Marketing Company if the Config ID is open. 
Editing a Communication Message Version: Update the basic information of the Version and Active Date, remove Associations, or duplicate an existing Version.
Editing a Communication Message Method Type: Update the Subject Source, Basic Information and Active Date of the message Method Type.
Editing a Communication Message Body: Update Data Source, Basic Information, and Active Date of the Communication Message Body.
Editing a Communication Message Metadata: Update the Metadata Properties, Basic Information, and Active Date of the Communication Message Metadata.  
Deleting a Communication Message Method Type: Delete a Method Type that you are not using, if the Config ID is open.
Deleting a Communication Message Body: Delete a Body that you are no longer using, if the Config ID is open.
Deleting a Communication Message Metadata: Delete a Metadata that you are no longer using, if the Config ID is open.   
Deleting a Communication Message Version: Delete a Version that you are no longer using, if the Config ID is open.
Deleting a Communication Message Configuration: Delete a Communication Message configuration that you are no longer using, if the Config ID is open.

Editing a Communication Message Configuration

You can edit the basic information, Message Type, and Active Date of a Communication Message configuration. You can also replace the Marketing Company.

Perform the following steps:

Access the Oracle Financial Services Cloud application. 
From Menu, select Communication. 
Under Communication, select Distribution, and then select Communication Message. This redirects you to the Communication Message landing page. 
To edit the Communication Message configuration, follow either one of these options from the Communication Message landing page: 
1. From More Menu in Action column of the respective Communication Message configuration, select Edit. 
2. From the Name column, select the required Communication Message configuration to view its Summary page. Then from the Summary page, select Edit. 
  This redirects you to the Update Communication Message page. 
On Update Communication Message page, modify the information as required. 
 To replace Marketing Company, under Brand (Marketing Company) section, from More Menu in Action column, select Replace. Select a different Marketing Company belonging to the same Config ID.
Under User Defined Data Structure section, select More Menu under Action column, and then select Remove to remove the User Defined Data Structure or select Replace to replace the structure and select a different User Defined Data Structure belonging to the same Config ID.
Update Message Type and Active Date, if required.

Editing a Communication Message Version

You can modify the Version of the Communication Message configuration. You can duplicate the existing version to create another one.

Perform the following steps: 

From the left pane of Update Communication Message page, navigate to the Version and modify the basic information and Active Date, if required.
To remove the Associations, select Expand All under Associations section. Select the More Menu under Action column of the respective associations and then select Remove.
Select Duplicate to Create New Version from Actions in the top right corner, to duplicate the existing version under the same Communication Message configuration. You need to provide the required information and Active Date of the new version. The Description and Associations for the new Version will be duplicated from the previous Version.

Editing a Communication Message Method Type

You can modify the Method Type of the Communication Message Version.

Perform the following steps: 

From the left pane of Update Communication Message page, navigate to the Method Type and modify the basic information and Active Date, if required.
Update the Subject Source and its corresponding value, if required.

Editing a Communication Message Body

You can modify the Body of the Communication Message Version.

Perform the following steps: 

From the left pane of Update Communication Message page, navigate to the Body and modify the basic information and Active Date, if required.
Update the Data Source and its corresponding value, if required.

Editing a Communication Message Metadata

You can modify the metadata added to the Communication Message Version.

Perform the following steps: 

From the left pane of Update Communication Message page, navigate to the Metadata and modify the basic information and Active Date, if required.
Update the Metadata Type, Subject Source, and its corresponding value, if required.

Deleting Communication Message Method Type

To delete the Communication Message Version Method Type, follow these steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication and then select Distribution.
Under Distribution, select Communication Message. This redirects you to the Communication Message landing page.
Follow either one of these options from the Communication Message landing page:
1. From More Menu in Action column of the respective Communication Message configuration, select Edit.
2. Select the Name of the respective Communication Message configuration. This redirects you to the summary page of the configuration. Select Edit.
From the left pane, navigate to the Method Type you want to delete.
On Update Communication Message Method Type page, from Actions from the top right corner, select Delete.

Deleting Communication Message Body

To delete the Communication Message Body, follow these steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication and then select Distribution.
Under Distribution, select Communication Message. This redirects you to the Communication Message landing page.
Follow either one of these options from the Communication Message landing page:
1. From More Menu in Action column of the respective Communication Message configuration, select Edit.
2. Select the Name of the respective Communication Message configuration. This redirects you to the summary page of the configuration. Select Edit.
From the left pane, navigate to the Body you want to delete.
On Update Communication Message Body select Action from the top right corner and then select Delete.

Deleting Communication Message Metadata

To delete the Communication Message Metadata, follow these steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication and then select Distribution.
Under Distribution, select Communication Message. This redirects you to the Communication Message landing page.
Follow either one of these options from the Communication Message landing page:
1. From More Menu in Action column of the respective Communication Message configuration, select Edit.
2. Select the Name of the respective Communication Message configuration. This redirects you to the summary page of the configuration. Select Edit.
From the left pane, navigate to the Metadata you want to delete.
On Update Communication Message Metadata page, select Action from the top right corner and then select Delete.

Deleting Communication Message Version

To delete the Communication Message Version, it must not be associated to any other configurations. If the Communication Message configuration has only one version and if you delete that version, then the corresponding Communication Message configuration also gets deleted.

Perform the following steps:

Access the Oracle Financial Services Cloud application.
From Menu, select Communication and then select Distribution.
Under Distribution, select Communication Message. This redirects you to the Communication Message landing page.
Follow either one of these options from the Communication Message landing page:
1. From More Menu in Action column of the respective Communication Message configuration, select Edit.
2. Select the Name of the respective Communication Message configuration. This redirects you to the summary page of the configuration. Select Edit.
From the left pane, navigate to the Version you want to delete.
If there are any associations, remove the association.
1. Under Associations section, select Expand All.
2. Under Action column, select Remove corresponding to the association.
3. Repeat the step to remove all the associations before deleting the Version.
On Update Communication Message Version page, from Actions from the top right corner, select Delete. 
In the dialog box, select Delete to confirm.

Deleting a Communication Message Configuration

You can delete a Communication Message configuration if it is no longer required. It must not be associated to any other configuration and all its Version configurations should have been deleted. Before deleting the configuration, you must ensure that the initial Config ID used for the configuration creation is open.

Perform the following steps:

Access the Oracle Financial Services Cloud application. 
From Menu, select Communication and then select Distribution.
Under Distribution, select Communication Message. This redirects you to the Communication Message landing page.
To delete the Communication Message configuration, follow either one of these options from the Communication Message landing page:
1. From More Menu in Action column of the respective Communication Message configuration, select Delete. In the dialog box, select Delete to confirm. 
2. From More Menu in Action column of the respective Communication Message configuration, select Edit. This redirects you to the Update Communication Message page. From Actions in the top right corner, select Delete. In the dialog box, select Delete to confirm.