Creating a Package

Introduction

The Package configuration helps in assembling the Documents that need to be generated for communicating with your customer. When creating a Package, you use a User Defined Data Structure with corresponding fields to define the Package configuration.

The appropriate communication is considered according to the Rule configuration specified in the Package configuration association. See Configuring a Rule, for more details.

For example, you can use the Rules in Package to send Email to the customer based on the transactions occurred with the loan accounts. A Welcome Email is sent when a customer opens a new loan account, while a Closure Email is sent when a customer pays off a loan.

Additionally, a customer has taken multiple loans with the bank, and requires monthly statements for each loan. The details are stored in a User Defined Data Structure configuration. You can utilize iteration function to generate statements related information of each loan separately, using the same User Defined Data Structure that includes fields for dynamic data. The system then populates the fields with the specific data from the current loan account iteration, such as loan balance, interest accrued, next payment due date, and so on. The system then combines all the statements information into a single PDF that can be attached to the Email, or can be part of the Email itself. This Email is then sent to the customers.

Prerequisites

Following are the prerequisites to consider before creating a Package in Communication Cloud Service.

Note:

Ensure that you complete the prerequisite 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.

Configure Entitlements Ensure that you have the required entitlements to create a Package.
Create Marketing Company configuration Ensure that you have created the Marketing Company configuration that needs to be associated to the Package configuration.

See Creating Marketing Company.

Create Document configuration Ensure that you have created the Document configurations that need to be associated to the version configuration.

See Configuring a Document.

Create User Defined Data Structure and Field configurations Ensure that you have created the User Defined Data Structure configuration that you want to associate to the Package configuration. See Creating a Structure and Creating a Field, for more details.
Create Rule configuration Ensure that you have created the Rule configuration that you want to associate to the Package configuration. See Creating a Rule, for more details.

Before you start creating a Package, identify the Package requirements to determine what is required for the creation, structure, and content of the communication to be generated and delivered to the customers. This process includes specifying the User Defined Data Structure for determining the corresponding output and mapping the customer specific data supplied by the source application, content to be personalized, defining the required layout for document organization, and determining the document structure and branding elements.

Components Involved in Package Creation

The Package consists of the several components to ensure effective and efficient creation and delivery of customized dynamic communications. These components help you to deliver personalized, well-structured communications across multiple channels. Components such as, User Defined Data Structure, Documents, Layouts, or Content can be reused across various parts of the configuration. A Content version can be reused across different layouts. These layouts can be reused across different documents and these documents can be reused across various packages.

  1. User Defined Data Structure :

    The User Defined Data Structure determines whether the associated Document configuration has the same set of fields as defined in the Structure and maps all the data provided by the source to the fields. Iteration is a feature that allows you to automatically repeat and personalize sections of a communication based on dynamic, repeating data—often stored as arrays or lists (for example, multiple policies, family members, or transactions). See Creating a Structure and Creating a Field Iteration.

  2. Content Configuration

    In Communication Cloud Service configuration, Content can be text, images, or variable data, that are included in a communication. This Content might include fields, such as customer names or transaction details, and will be replaced with actual values when the communication is generated. Additionally, the presentation of the content can be customized using Styles. The Style defines how the content of the communication is presented according to the configuration. See Content Configuration for more details.

  3. Layout Configuration

    The Layout configuration helps in positioning of content elements in a communication. It determines the arrangement of elements such as tables, grids, blocks, or lists, ensuring that Content is displayed in an organized manner. The Layout is associated to specific Document, providing control over how the Content can be positioned in producing communication output. For example, in a Grid type Layout, you can include nested Layouts, which help structuring the Content side by side or in any desired structure.

    See Configuring a Layout for more details.
  4. Style Configuration

    Configuring Styles define the visual appearance and the design consistency of the documents included in the Package. It ensures that the documents in the Package is aligned with the organization’s branding, by setting styles such as fonts, colors, background and so on. See Configuring Styles for more details.

  5. Document Configuration

    Configuring Documents within a Package requires defining the User Defined Data Structure used to generate final communication send to customers. This involves specifying the structure through layouts and its information through content defined by User Defined Data Structure, and formatting through styles to ensure clarity, accuracy, and adherence to established organizational standards. If you have associated multiple Document in one Package, the in PDF output, each Document will start on a new page. See Configuring a Document for more details.

Creating a Package

A Package provides the flexibility to produce customized communication. Creating Package configuration consists of creating the base configuration and defining the versions within it. A Package can have multiple versions. Multiple versions within a Package configuration facilitate efficient management of documents at different time period. You need to associate Documents to a Package Version configuration.

Creating a Package in Communication Cloud Service includes the following:

  1. Creating a Package and adding Brand Marketing Company
  2. Creating a Package Version
  3. Associating Documents

Creating a Package

Package supports variations according to the different active dates. It groups the multiple versions that is required to combine data for generating communication output.

Perform the following steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication and then select Package.
  3. On the Communication Package landing page, select Create.
  4. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Package.
  5. In Brand section, select Add Marketing Company and then select the Marketing Company that you want to add to the Package.
  6. 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 Package.
  7. In Status section, under Active Date, the date is set to the current date when the Package is created. You can either leave it blank or modify it to a future date. Once you add a date and save the configuration, you cannot leave it blank later.
  8. Select Save to save the details, or Continue to save and provide the version details of the Package.

Creating a Package Version

Versions help in handling different time period requirements of the Package configuration. A Package can have multiple versions; however, at least one version must be configured. You can customize each version for your specific purposes.
  1. In Basic Information section, enter the Name and Description (optional), to identify the version.
  2. In Output Title section, enter the title for the communication outputs such as, PDF or HTML file. This is to support accessibility and is optional. If you have not provided the Output Title, the Package Name is considered as the Output Title.
  3. In Output Languages section, from the drop-down, select the appropriate version for the generated communication outputs such as, PDF or HTML file. This is optional. The default output language is English.
  4. In Status section, under Active Date, the date is set to the current date when the Package Version is created. You can either leave it blank or modify it to a future date. Once you add a date and save the configuration, you cannot leave it blank later. This helps in identifying the appropriate version for communication generation.
  5. Select Save to save the details and continue to associate Document, or Save & Exit to save and return to the landing page.

Associating Documents

To ensure that all documents within the Package maintain consistent Layout, Style, and Content, you need to associate Documents to the Package Version configuration.

To associate Documents within the Package Version, follow these steps:
  1. In Update Communication Package Version page, under Associations, select Add.
  2. Select the Document that you want to associate. This redirects you to the Add Contextual Association(s) to Document(s) page. Follow these steps on the page:
    1. Selectedit icon under Action column.
    2. (Optional) To add Rule, select Add Rule under Rule column, and then select the Rule that you want to associate to the Document. This Rule determines predefined conditions on customer data and then take appropriate course of actions to generate the desired results.
    3. (Optional) To add User Defined Data Iteration, select Add User Defined Data Iteration, and then select the User Defined Data Iteration that you want to associate to the Document.
    4. Select check markto save the changes or cross markto discard the changes, then select Continue to save the details.
  3. Select Save to save the details or select Save & Exit to save the details and return to the landing page.

Video Tutorial

Package Creation & Assembly in Communication Cloud Service video:

This video offers step-by-step guidance on building and managing packages, including assembling layouts, content, and templates to produce communication outputs. Learn best practices for organizing communication components and streamlining the creation of effective and reusable packages for seamless customer communication.