Creating a Batch Configuration

Introduction

You can create a Batch configuration for an Operations Company and associate a Schedule to define the frequency of the corresponding batch execution.

Configuring a Batch involves defining a Batch Transaction Type, which is then linked to a Batch Job. The corresponding Batch Job Transaction Type directs to a functional Batch that invokes the processing of a predefined set of Communication Distribution processes. See Communication Distribution.

Prerequisites

Note:

Ensure that you complete the prerequisites before creating a Batch in Communication Cloud Service.
Prerequisites Details
Set the Config ID 'Active' Config ID is set. Ensure that all the dependent configurations and associations must be part of the same open Config ID. See Creating Config ID.
Configure Entitlements Ensure that you have the required entitlements. See Transaction Types for Communication Batch section in Transaction Type Listing for Communication Distribution.
Create Operations Company configuration Ensure that you have created the Operations Company for which the Batch configuration is applicable. See Creating Operations Company.
Create Schedule configuration Ensure that you have created a Schedule that the Batch will follow.

See Creating a Schedule.

Creating a Batch

To create a Batch, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Batch, select Batch.
  4. On the Batch landing page, select Create.
  5. In the Basic Information section, enter the Name, Long Name and Description (optional), to identify the Batch.
  6. In the Operations Company section, select Add Operations Company and then select the Operations Company for which the Batch is applicable.

    Note:

    Once you create the Batch, you cannot change the Operations Company.
  7. In the Transaction Type section, select the Batch Transaction Type related to the Batch.

    Note:

    Once you create the Batch, you cannot change the Batch Transaction Type.
  8. In the Schedule section, select Add Schedule to select the schedule which the Batch should follow.
  9. In the Status section, under Active Date, the current date is displayed. If you want the Batch to be active on a future date, select the required date.
  10. Select Continue to save and proceed to the Job section.
  11. In the Job section, under Job Transaction Type, select the Batch Job Transaction Type to be executed in the Batch.

    Note:

    Once you create the Batch, you cannot change the Batch Job Transaction Type.
  12. In the Job Parameters section, values against Processing Set Size, Processing Set Size Fail Threshold, and Overall Fail Threshold are automatically displayed. If required, edit the values.
    • Processing Set Size: The number of records within a processing set. After processing the records within the set, system checks for failure threshold limits.
    • Processing Set Size Fail Threshold: The number of error records allowed in a processing set. If there are more error records than this number in a processing set, then the Batch is marked as Error.

      Note:

      Processing Set Size Fail Threshold cannot be greater than Processing Set Size.
    • Overall Fail Threshold: The number of error records allowed overall, across different processing sets. In overall, if there are more error records than this number, then the batch is marked as Error.
  13. Select Save to create the Batch and save its details, or Save & Exit to save and return to the landing page.

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