Creating a Content Data Output

Introduction

Content Data Output in Communication Cloud Service helps in creating the read-only presentation of Content Data. It specifies how Content Data is displayed to users using predefined, reusable display types - such as barcode, Image, PDF, or List Item. Each output is paired with one or more underlying content data items and determines the non-editable format. For example, your organization’s “Preferred Contact Methods” (Content Data) is displayed as a Radio group (Content Data Output), while a product brochure (Content Data) is displayed as a PDF (Content Data Output).

Content Data Output categorizes the Content Data as an output element and determines how the data is to be displayed in the communication based on the configured output type.

Prerequisites

Following are the prerequisites to consider before creating a Content Data Output 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 Output.
Create Content Data configuration Ensure that you have created the Content Data that you want to associate to the Content Data Output configuration. See Creating a Communication Content Data for more details.
Create User Defined Data Format configuration Ensure that you have created User Defined Data Format that you want to associate to the Content Data Output configuration. See Creating a Format for more details.
Create Communication Style configuration Ensure that you have created the Communication Style that you want to associate to the Content Data Output. 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 Output configuration helps in grouping multiple versions of the Content Data Output, with the Active Date set during the configuration creation process, to determine when each version is activated.

Creating a Content Data Output configuration involves the following:
  • Creating a Content Data Output
  • Creating Content Data Output Version
  • Associating Configurations (Optional)

Creating a Content Data Output

To create a Content Data Output 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 Output.
  4. On the Communication Content Data Output landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Content Data Output configuration.
  6. In Data Output Type section, select the Output Type. This determines how 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 Output configuration is created. You can modify it to a future date, if required.
  8. Select Continue to configure Version of the Content Data Output configuration.

Creating Content Data Output Version

Versions allow for the creation of multiple iterations of a Content Data Output. Active Date helps control when each version of the Content Data Output becomes effective. While a Content Data Output can have several versions, at least one version must be created for a Content Data Output configuration.

To create Content Data Output Version, follow these steps:
  1. On Create Communication Content Data Output version page, under Basic Information section, enter the Name and Description (optional), to identify the Content Data Output Version configuration.
  2. In Status section, Active Date is set to the current date when the Content Data Output Version is created. You can modify it to a future date or can be left blank to set the date later.
  3. 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 Configuration (Optional)

Once you save the Version the Associations section is displayed.

To associate the configurations, follow these steps:

  1. In Update Communication Content Data Output page, under Association section select Add corresponding for the following:
    1. Content Data: Select the Content Data that you want to associate to the Content Data Output configuration. This redirects you to a page where you can set a Function Type for the Content Data.
      1. Selectedit icon to modify the Content Data.
      2. From Function Type, select the function that you want to associate to the Content Data.
      3. Select check markto save the changes or cross markto discard the changes. Select Continue to save the details.
    2. User Defined Data Format: Select the User Defined Data Format that you want to associate to the Content Data Output configuration. This User Defined Data Format determines.
    3. Communication Style: Select the Communication Style that you want to associate to the Content Data Output configuration. This redirects you to the Add Contextual Association(s) to Style(s)
      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, then select Continue to save the details.
  2. Select Save to save the details or select Save & Exit to save the details and return to the landing page.

Maintaining a Content Data Output Configuration

Introduction

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

You can add multiple versions to a Content Data configuration. This can be done by either adding a child to the Content Data Output 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 Output configuration if the Config ID is open.

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

Editing a Content Data Output Configuration

You can edit the basic information and Active Date of a Content Data Output configuration. You can also update the Data Output 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 Output. This redirects you to the Communication Content Data Output landing page.
  4. To edit the Content Data Output configuration, follow either one of these options from the Communication Content Data Output landing page:
    • From More Menu in Action column of the Content Data Output configuration, select Edit.
    • From Name column, select the required Content Data Output configuration name to view its Summary page. Then from Summary page, select Edit.

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

  5. On Update Communication Content Data Output, modify the configuration based on requirements.
  6. To add a child Version, select Actions from the top right corner and select Add Child. Provide the required information of the new Version.
  7. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Editing a Content Data Output Version

You can modify the Version of the Content Data Output 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 Output page, navigate to the Version and modify the basic information and Active Date, if required.
  2. 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.
  3. 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 markto save the changes or cross markto discard the changes.
  4. To add a sibling to the existing Version, select Actions from the top right corner and select Add Sibling. Provide the required information.
  5. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing Version under the same Content Data Output 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.
  6. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Deleting a Content Data Output Version

To delete the Content Data Output Version, it must not be associated to any other configurations. If the Content Data Output configuration has only one version and if you delete that version, then the corresponding Content Data Output 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 Output. This redirects you to the Communication Content Data Output landing page.
  4. Follow either one of these options from the Communication Content Data Output landing page:
    • From More Menu in Action column of the Content Data Output configuration, select Edit.
    • From Name column, select the required Content Data Output configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update Content Data Output 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.
    3. Repeat the step to remove all the associations before deleting the Version.
  7. On Update Communication Content Data Output Version page, from Actions from the top right corner, select Delete.
  8. In the dialog box, select Delete to confirm.

Deleting a Content Data Output Configuration

You can delete a Content Data Output 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 Output. This redirects you to the Communication Content Data Output landing page.
  4. To delete the Content Data Output configuration, follow either one of these options from the Communication Content Data Output landing page:
    • From More Menu in Action column of the respective Content Data Output configuration, select Delete. In the dialog box, select Delete to confirm.
    • From More Menu in Action column of the respective Content Data Output configuration, select Edit. This redirects you to the Update Communication Content Data Output page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.