Creating a Content Data Group

Introduction

Content Data Group is a modular component in Oracle Communication Cloud Service that enables you to create data group. By grouping collections of data such as lists, form fields, or repeated sections. Content Data Groups support dynamic content generation and easy maintenance. These groups facilitate iteration over data arrays (like lists of items), support hierarchical nesting, and ensure relational integrity. With Content Data Group, you can create ordered list, unordered list, and loop of Content Data.

Prerequisites

Following are the prerequisites to consider before creating a Content Data Group configuration.

Note:

Ensure that you complete the prerequisite before proceeding.
Prerequisites Details
Set the Config ID Config ID must be Active.

Ensure 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 Content Data Group.
Create Content Data configuration Ensure that you have created the Content Data that you want to associate to the Content Data Group. See Creating a Communication Content Data for more details.
Create User Defined Data Structure, and Field configuration Ensure that you have created the User Defined Data Structure and Field that you want to associate to Content Data Group configuration. For more details, see:
Create Communication Style configuration Ensure that you have created the Communication Style that you want to associate to the Content Data Group. See Creating a Style for more details.
Create Rule configuration Ensure that you have created the Rule configuration that you want to associate to the Content Data configuration. See Creating a Rule, for more details.

The Content Data Group configuration helps in grouping multiple versions of the Content Data Group, with the Active Date set during the configuration creation process, to determine when each version is activated.

Creating a Content Data Group configuration involves the following:
  • Creating a Content Data Group
  • Creating Content Data Group Version
  • Associating Communication Style (Optional)

Creating a Content Data Group

To create a Content Data Group configuration, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Data, and then select Content Data Group.
  4. On the Communication Content Data Group landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Content Data Group configuration.
  6. In Data Group Type section, select the Data group Type to determine how the data will be captured, aligning it with corresponding HTML input elements.
  7. In Status section, Active Date is set to the current date when the Content Data Group configuration is created. You can modify it to a future date, if required.
  8. (Optional)In Associations section, select Add corresponding for User Defined Data Structure and select the User Defined Data Structure that you want to associate to the Content Data Group configuration.

    Note:

    You can configure this association once the Version is configured and saved.
  9. Select Continue to configure Version of the Content Data Group configuration.

Creating Content Data Group Version

Versions allow for the creation of multiple iterations of a Content Data Group. You can associate Fields (iteration) to sort the customer specific data and Active Date helps control when each version of the Content Data Group becomes effective. While a Content Data Group can have several versions, at least one version must be created for a Content Data Group configuration.

To create Content Data Group Version, follow these steps:
  1. On Create Communication Content Data Group Version page, under Basic Information section, enter the Name and Description (optional), to identify the Content Data Group Version.
  2. In Status section, Active Date is set to the current date when the Content Data Group Version is created. You can modify it to a future date or can be left blank to set the date later.
  3. In Composition section which is used to structure the different Content Data elements, select Edit to insert Content Data and Content Data Group. This redirects you to Insert Communication Content Component page:
    1. Enter the Content Data field directly on the Insert Communication Content Component page.
    2. Select Open Drawericon and select the Data fields based on your requirement.
  4. In Field Association section, select Add Field Association and select the User Defined Data Field that you want to associate to the Content Data Group configuration. The Field Association sorts the customer specific data in the communication.
  5. Select Save to save the information and continue configuring the associations section or select Save & Exit to save and return to the landing page.

Associating Communication Style (Optional)

Once the Version is saved, the Associations section is displayed.

To configure the Associations, follow these steps:

  1. (Optional) In Association section, select Add for the corresponding Communication Style fields and then select the configuration that you want to associate to the Content Data Group configuration.
  2. This redirects you to Add Contextual Association(s) to Style(s) window.
    1. Selectedit icon to modify the Style. This redirects you to Add Rule page.
    2. Select Add Rule under Rule column and select the rule that you want to associate to the Communication Style.
    3. Select check markto save the changes or cross markto discard the changes. Select Continue to save the details.
  3. Select Save to save the information or select Save & Exit to save and return to the landing page.

Maintaining a Content Data Group Configuration

Introduction

You can update or delete Content Data Group configuration to cater to the changing business needs.

You can add multiple versions to a Content Data Group configuration. This can be done by either adding a child to the Content Data Group configuration or adding siblings to the Version. Additionally, you can duplicate an existing Version to create a new one. You also have the option to delete the Content Data Group configuration if the Config ID is open.

If the initial Config ID used for creating Content Data Group configuration is closed, and if you want to edit the configuration, see Editing a Configuration after Closing the Config ID.

You can update the following information:

  • Editing a Content Data Group Configuration: Update the basic information of the Content Data Group configuration, Active Date, and Data Group Type if the Config ID is open. You can also create child version under the same configuration.
  • Editing a Content Data Group Version: Update the basic information of the Version and Active Date, remove or edit associations, create new Version or duplicate an existing Version.
  • Deleting a Content Data Group Version: Delete a Version that you are no longer using, if the Config ID is open.
  • Deleting a Content Data Group Configuration: Delete a Content Data Group configuration that you are no longer using, if the Config ID is open.

Editing a Content Data Group Configuration

You can edit the basic information and Active Date of a Data Group configuration. You can also update the Content Data Group Type.

Perform the following steps:

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Data and then select Content Data Group. This redirects you to the Content Data Group landing page.
  4. To edit the Content Data Group configuration, follow either one of these options from the Content Data Group landing page:
    • From More Menu in Action column of the Content Data Group configuration, select Edit.
    • From Name column, select the required Content Data Group configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update Communication Content Data Group page.

  5. On Update Communication Content Data Group, modify the configuration based on requirements.
  6. To remove the association, under Associations section, select More Menu under Action column, and then select Remove.
  7. To add a child Version, select Actions from the top right corner and select Add Child. Provide the required information of the new Version.
  8. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Editing a Content Data Group Version

You can modify the Version of the Content Data Group configuration. You can add a sibling or duplicate the existing Version to create a new one.

Perform the following steps:

  1. From the left pane of Update Communication Content Data Group page, navigate to the Version and modify the basic information, Active Date, and Field Association, if required.
  2. To update the composition, under Composition select Edit to edit the composition. Select Done to save the changes.
  3. To remove the associations, select Expand All under Associations section. Select the More Menu under Action column of the respective Association and then select Remove.
  4. To edit the Associations select Expand All under Associations section. Select the More Menu under Action column of the respective Association and then select Edit. Select edit icon to modify. After editing, select check mark to save the changes or cross mark to discard the changes.
  5. To add a sibling to the existing Version, select Actions from the top right corner and select Add Sibling. Provide the required information.
  6. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing Version under the same Content Data Group configuration. You need to provide the required information and Active Date of the new version. The associations for the new Version will be duplicated from the previous Version.
  7. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Deleting a Content Data Group Version

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

Perform the following steps:

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication.
  3. Under Communication, select Data and then select Content Data Group. This redirects you to the Communication Content Data Group landing page.
  4. Follow either one of these options from the Content Data Group landing page:
    • From More Menu in Action column of the Content Data Group configuration, select Edit.
    • From Name column, select the required Content Data Group configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update Communication Content Data Group page.

  5. From the left pane, navigate to the Version you want to delete.
  6. If there are any associations, follow these steps to remove the association.
    1. Under Associations section, Select Expand All.
    2. Under Action column, select Remove corresponding to the association.
  7. On Update Communication Content Data Group Version page, from Actions from the top right corner, select Delete.
  8. In the dialog box, select Delete to confirm.

Deleting a Content Data Group Configuration

You can delete a Content Data Group configuration if it is no longer required. Before deleting the configuration, you must ensure that the initial Config ID used for the configuration creation is not closed.

Perform the following steps:

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