Creating a Communication Queue Configuration

Introduction

The Communication Queue in Communication Cloud Service manages and determines how communications files are collated, processed, and delivered based on configurable thresholds. It Processes for creating the distinct Queue instances and then sorting the Communications prior to the creation of concatenated, compressed, and encrypted PDFs according to the defined threshold parameters, and then distributes the PDFs through SFTP delivery.

Communication Queue passes statistical information related to the PDF output to the associated Communication configuration. If required, the Communication configuration creates an Index File each time a PDF is created and post the distribution. If required, it also creates Summary File when all the PDF’s of a Communication Queue instance is completed.

For example, a company needs to send monthly statements to its print vendor to print and deliver to customers. They configure the Communication Queue to manage this process as follows:
  • Thresholds: The queue level threshold is set to generate a concatenated PDF file whenever it reaches the defined configuration. For example, either 500 pages or 100 MB in total file size, whichever comes first.
    • The Queue Process level threshold is set to again split and generate a concatenated PDF files limited to the Queue instance. For example, either 100 pages or 10 MB in total file size, whichever comes first, and this repeats until the Queue level threshold is reached.
  • Processing: As the system receives statements, the Communication Queue collects them until the specified threshold is met.
  • Output: When the threshold limit is reached, the queue generates a concatenated PDF file containing the collected statements.
  • Delivery: The PDF is then delivered through SFTP distribution, using the designated Communication Distribution Storage configuration. This setup ensures concatenated billing statements PDF is securely delivered.

Prerequisites

Note:

Ensure that you complete the prerequisites before creating a Communication Queue 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 for more details.
Configure Entitlements Ensure that you have the required entitlements to create a Communication Queue.
Create Communication Queue Category configuration Ensure that you have created the Communication Queue Category that you want to associate to the Communication Queue configuration. See Creating a Communication Queue Category configuration for more details.
Create Communication Distribution Storage configuration Ensure that you created Communication Distribution Storage configuration to associate to the Communication Queue configuration. See Creating a Communication Distribution Storage Configuration for more details.
Create File Security configuration Ensure that you have created the File Security configuration that you want to associate to the Communication Queue Process Details configuration to make the PDF output file password-protected. See Creating a File Security for more details.
Create User Defined Data Structure configuration Ensure that you created all types of User Define Data Structure configurations to associate to the Communication Queue configuration for creating Queues based on User Define Data Field classification. See Creating a Structure and Creating a Field for more information.
Create Communication configuration Ensure that you created Communication configuration for Index File Setting and Summary File Setting respectively, to associate to the Communication Queue configuration. See Understanding Communication for more information.
Creating a Communication Queue configuration involves the following:

Creating a Communication Queue associating Communication Queue Category

To create a Communication Queue, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Distribution Collation, select Communication Queue.
  4. On the Communication Queue landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Communication Queue.
  6. In Communication Queue section, select Add Queue Category and then select the Communication Queue Category configuration that you want to associate to the Communication Queue configuration.
  7. In User Defined Data Structure section, select Add User Defined Data Structure. Select User Defined Data Structure configurations you want to associate to the Queue configuration. This User Defined Data Structure allows the list of User Defined Data Fields to be considered for Queue instance creation, communications sorting, applying file security and SFTP distribution.
  8. In Queue Threshold Configuration section, select the following fields to determine when a new Communication Queue is created.
    • Maximum Total Size of File: This defines maximum total size of all files (in Mega Bytes) contained within a Queue instance. When this threshold is reached, it would trigger the Queue Process to process all items contained within the Queue instance.
    • Maximum Time Between Insertions: This defines maximum amount of time between items being placed into a Queue instance. When this threshold is reached, it would trigger the Queue Process to process all items contained within the Queue instance.
    • Maximum Total Number of Files: This defines maximum total number of files contained within a Queue instance. When this threshold is reached, it would trigger the Queue Process to process all items contained within the Queue instance.
    • Minimum Total Number of Files: This defines minimum total number of files contained within a Queue instance before the Queue Process is triggered to process all items contained within the Queue instance.
    • Maximum Time Between Insertions Unit: This defines a time unit of measurement specified for the Maximum Time Between Insertions field.
    • Minimum Total Size of File: This defines minimum total size of all files (in Mega Bytes) contained within a Queue instance before allowing the triggering of the Queue Process to process all items contained within the Queue instance.
  9. In Status section, under Active Date, the current date is displayed. If you want the Communication Queue to be active on a future date, select the required date.
  10. In Association section, select Add User Defined Data Field and select User Defined Data Fields that you want to associate to the Communication Queue configuration. The User Defined Data Field maps the customer specific data to the respective file (like name, contact number and so on).
  11. Select Save to save the details or Save & Continue to save and proceed to create Queue Process Details.

Creating a Process Details

In the Communication Queue Process, you can set Process Type, Process Threshold, indicate whether Index file and Summary File needs to be created. There is a threshold under Process where you can set the parameters to define when a new Queue Process Output instance needs to be created.

To create a Communication Queue Process Details, follow these steps:

  1. In User Defined Data Structure section, select Add User Defined Data Structure and select the Used Defined Data Structure configurations that you want to associate to the Queue Process Details. The User Defined Data Structure maps the file names to the files.
  2. In Process Type section, select Process type that determines how the files are being processed by the Queue Process. Select:
    • Concatenation - It combines multiple PDF output files.
    • Compressed Concatenation - It combines multiple PDF output files, and then compresses the concatenated file.
  3. In Process Threshold Settings section, select the following fields to set the threshold parameters to determine when an Output instance is to be created:
    • Maximum File Size: This setting defines the maximum total size of files (in megabytes) that can be processed by the Communication Queue Process and contained within a single output file created. When the maximum limit is reached, a new output file is created.
    • Maximum File Count: This setting defines the maximum number of communications that can be included in a single output file by the Communication Queue Process.
    • Maximum Page Count: This setting specifies the maximum number of pages allowed in a single output file created by the Communication Queue Process. When this limit is reached, a new output file with the provided output file name.

    Note:

    You must set at least one of the fields to proceed.
  4. Enable Process Index Indicator toggle button to specify whether an Index file is to be created by Communication configuration.
  5. Enable Process Summary Indicator toggle button to specify whether a Summary file is to be created by Communication configuration.
  6. (Optional) In Concatenation Sort section, select Add User Defined Data Field and select the User Defined Data Field configurations that you want to associate to the Process Type. The User Defined Data fields must align with metadata available on each Communication Storage.
    This redirects you to the Field Attributes page where you can set the sorting order. Drag and Drop the User Defined Data Field configurations to the required sort order in which the PDF files need to be concatenated. You can also set the Sort Order of each association to either Ascending or Descending.
    1. On the Field Attributes page, select Edit Action corresponding to an associated User Defined Data Field.
    2. Change the Sort Order.
    3. Select Tick to save the change or select Cross.
    4. Select Save & Exit to save the changes and return to the Communication Queue Process Details page. If there are no changes, then select Skip & Continue to return to the Communication Queue Process Details page.
  7. (Optional) In Associations section, select the following:
    1. Select Add under File Security and select the File Security configuration that you want to associate to the Process Details which supports the encryption of the concatenated and/or compressed PDF.
    2. Select Add under Communication Distribution Storage and select Communication Distribution Storage configuration that you want to associate to the Process Details which will upload the Process Output on the SFTP server.
  8. Select Save to save the details or Save & Continue to save the information and continue to create the Output.

Creating Output File Details

In Output File Details, you can set the name of the output file generated by the Process.

To create a Communication Queue Output, follow these steps:

  1. In Output File Details page, select Output File Name Source and select the following based on the Source selection:
    Output Source Value
    User Defined Data Field Select Add User Defined Data Field and select the User Defined Data Field that you want to consider for creation and distribution related data-points for Queue Process Output File.
    Static Enter the Static Value of the file name directly in the Static Value field.

Creating Reporting Details (Optional)

In Reporting Details section, you can configure the Index File creation settings along with associating Communication configuration required to create and distribute the Index and Summary reports.

To create a Reporting Details, follow these steps:

  1. In Index File Setting section, select the Index File Creation Execution to determine state when the Index File will be created and executed.
  2. In Index File Creation Communication section, select Add Index File Creation Communication and then select the Communication configuration that you created for the Index File. This associates it to the Communication Queue configuration.
  3. In Summary File Creation Communication section, select Add Summary File Creation Communication and then select the Communication configuration that you created for the Summary File. This associates it to the Communication Queue configuration.
  4. Select Save to save the details or Save & Exit to save the details and go back to the landing page.

Maintaining a Communication Queue Configuration

Introduction

You can update or delete Communication Queue configuration to cater to the changing business needs. When you replace or add new associations, ensure that those configurations belong to the same Config ID that you used to create the Communication Queue configuration.

You can update the following Communication Queue configuration information:

Note:

If the initial Config ID used for creating a Communication Queue is closed, and if you want to edit the User Defined Data, see Editing a Configuration after Closing the Config ID.

Editing a Communication Queue Configuration

You can modify the basic information and Active Date of a Communication Queue configuration.

Perform the following steps:
  1. Access Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Distribution Collation and then select Communication Queue. This redirects you to the Communication Queue landing page.
  4. To edit the required Communication Queue configuration, follow either one of these steps from the Communication Queue landing page:
    • From More Menu in Action column of the respective Communication Queue, select Edit.
    • From the Name column, select the required Communication Queue configuration to view its Summary page. Then from the Summary page, select Edit.
  5. This redirects you to the Update Communication Queue page where you can modify details as required.
  6. Edit the details in the Basic Information section to change identification details.
  7. To replace the Communication Queue Category, in Communication Queue section, select More Menu under Action column, and then select Replace and then select another Communication Queue Category belonging to the same Config ID.
  8. In User Defined Data Structure section, select Add Another User Defined Data Structure and associate required configuration. For the associated configurations, select More Menu under Action column and follow the steps:
    1. Select Remove to remove the User Defined Data Structure
    2. Select Replace to replace the User Defined Data Structure.
  9. Edit the details in the Queue Threshold Configuration section to change the Threshold parameters.
  10. Edit the Active Date in the Status section to change date.
  11. To replace the User Defined Data Field in Association section, select More Menu under Action column and then select Replace and select an User Defined Data Field belonging to the same Config ID .
  12. Select Save to save the changes and stay on this page, or select Save & Exit to save the changes and return to the Communication Queue landing page.

Editing a Process Details Configuration

You can replace the User Defined Data Structure and Field, Process Type, Concatenation Sort, and Associations only if the Config ID, that you used to create the Communication Queue configuration, is in Open state.

Perform the following steps:
  1. Access Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Distribution Collation and then select Communication Queue. This redirects you to the Communication Queue landing page.
  4. To edit the required Communication Queue configuration, follow either one of these steps from the Communication Queue landing page:
    • From More Menu in Action column of the respective Communication Queue, select Edit.
    • From the Name column, select the required Communication Queue configuration to view its Summary page. Then from the Summary page, select Edit.
    This redirects you to Update Communication Queue page.

    Navigate to the Process Details from the left pane.

  5. In User Defined Data Structure section, select More Menu under Action column and then select Remove to remove the User Defined Data Structure configuration or select Replace to replace the current User Defined Data Structure configuration with another belonging to the same Config ID.
  6. Edit the Process Type in Process Type section.
  7. Update the details in Process Threshold Settings section to change the threshold parameters.
  8. Toggle the Process Index Indicator and Process Summary Indicator, if required.
  9. In Concatenation Sort section, select More Menu under Action column, and then select Remove to remove the User Defined Data Field or select Edit to update the sorting order.
  10. To remove the Associations in Associations section, select Expand All, select More Menu under Action column and then select Remove.
  11. Select Save to save the changes and stay on this page, or select Save & Exit to save the changes and return to the Communication Queue landing page.

Editing an Output File Details Configuration

In the Output File Details, you can change the Output File Name Source and corresponding field or association.

To update the Output File Details, follow the steps below:
  1. Access Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Distribution Collation and then select Communication Queue. This redirects you to the Communication Queue landing page.
  4. To edit the required Communication Queue Output File Details configuration, follow either one of these steps from the Communication Queue landing page:
    • From More Menu in Action column of the respective Communication Queue, select Edit.
    • From the Name column, select the required Communication Queue configuration to view its Summary page. Then from the Summary page, select Edit. This redirects you to the Update Communication Queue page.

    Navigate to the Output File Details from the left pane.

  5. Edit the Output File Name Source.
  6. Based on the updated Output File Name Source update the field value or association required.
  7. Select Save to save the details or select Save & Exit to save the details and return to the landing page.

Editing a Reporting Details Configuration

In Reporting Details, you can update the Index File Setting, Index File Creation Communication, and Summary File Creation communication association.

To edit Reporting Details, follow these steps:
  1. Access Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Distribution Collation and then select Communication Queue. This redirects you to the Communication Queue landing page.
  4. To edit the required Communication Queue Output File Details configuration, follow either one of these steps from the Communication Queue landing page:
    • From More Menu in Action column of the respective Communication Queue, select Edit.
    • From the Name column, select the required Communication Queue configuration to view its Summary page. Then from the Summary page, select Edit. This redirects you to the Update Communication Queue page.

    Navigate to the Reporting Details from the left pane.

  5. Update the Index File Creation Execution under Index File Setting.
  6. To remove the Communication configuration association for Index File in Index File Creation Communication section, select More Menu under Action column, and then select Remove.
  7. To remove the Communication configuration association for Summary File in Summary File Creation Communication section, select More Menu under Action column, and then select Remove.
  8. Select Save to save the details or select Save & Exit to save the details and return to landing page.

Deleting a Communication Queue Configuration

You can delete the Communication Queue configuration if it is no longer required. To delete the configuration, you must ensure that the Config ID used to create the configuration, is in Open status.

To delete a Communication Queue configuration, follow these steps:

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