Maintaining a Document

Introduction

Modifying a Document configuration in Communication Cloud Service ensures that the generated communications are accurate, relevant, and aligned with current business requirements.

Note:

You can manage Marketing Company and other associations of a Document only if the Config ID, that you used to create the Document, is in Open state.
You can update the following Document configuration information:
  • Editing a Document: Edit a Document's basic information. Replace the Brand Marketing Company if the Config ID is open and replace or remove the User Defined Data Structure. You can also Create a new version under the same configuration.
  • Editing a Version: Edit the Basic information and the Active Date of the Version. Modify or replace the associated Layout and Style associations, if the Config ID is open. You can also create a new Version or duplicate the existing version and its details, under the same configuration.
  • Deleting a Version: Delete a Version if the Config ID is open.
  • Deleting Document: Delete a Document if the Config ID is open.

If the initial Config ID used for Document creation is closed, and if you want to edit the Document, see Editing a Configuration after Closing the Config ID.

Editing a Document

You can modify the basic information of the Document, the brand Marketing Company, the Document Version details and the associations.
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication and then select Document.
  3. To edit the Document, follow either one of these options from the Communication Document landing page:
    • From More Menu in Action column of the respective Document, select Edit.
    • From Name column, select the Document name to view its Summary page. Then from Summary page, select Edit. This redirects you to the Update Communication Document page.
  4. In Update Communication Document page, modify the details as needed.
  5. In Brand section, select More Menu from Action column, and then select Replace. Select the new Marketing Company belonging to the same Config ID.
  6. In User Defined Data section, select More Menu under Action, and then select the following:
    1. To replace the User Defined Data Structure, select Replace, and select another User Defined Data Structure that belongs to the same Config ID.
    2. To remove the User Defined Data Structure, select Remove.
  7. To add a child version, select Action from the top right corner, and then select Add Child to create a new Version under the same configuration. Provide the Version Details.
  8. Select Save to save the changes or Save & Exit to save the details and return to the landing page.

Editing a Version

Edit the Version details and its associations. You can also create sibling Version or duplicate the existing version to create a new version. This duplicates the existing version with its details except Name and the Status.

  1. In Update Communication Document Version page, update the basic information and Active Date, if required.
  2. In Association section, select Expand All, select More Menu under Action column, and then select the following:
    1. To remove the associations, select Remove.
    2. To edit the associations, select Edit. This redirects you to the respective pages. Select Edit icon and modify the details. Select Check mark to save the changes or Cross mark to discard the changes.
  3. To add a sibling Version, select Action from the top right corner and then select Add Sibling to create a new Version. Provide the Version Details.
  4. To duplicate the existing Version to create a new Version, select Action from the top right corner and then select Duplicate to Create New Version. Provide the Version details.

Deleting a Version

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

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Communication and then select Document.
  3. To edit the Document, follow either one of these options from the Communication Document landing page:
    • From More Menu in Action column of the respective Document, select Edit.
    • From Name column, select the Document name to view its Summary page. Then from Summary page, select Edit.
  4. From the left pane, navigate to the Version you want to delete.
  5. If there are any associations, remove the association.
    1. Under Associations section, expand the association.
    2. From Action, select Remove corresponding to the association.
    3. Repeat the step to remove all the associations before deleting the Version.
  6. In Update Communication Document page, select Actions from the top right corner, select Delete.
  7. In the dialog box, select Delete to confirm.

Deleting a Document

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

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