Creating a Digital Asset Category

Introduction

Digital Asset Category groups all the Digital Asset configurations that are required by your Marketing Company. If you manage multiple marketing companies, you can create separate categories for each to organize digital files accordingly. A Marketing Company can have an association only to one Digital Asset Category. A Digital Asset Category may have one or more Digital Asset configurations associated to it. Each Digital Asset configuration must be associated to a different Transaction Type within a Digital Asset Category, such as Communication.

Prerequisites

Following are the prerequisites to consider before creating a Digital Asset Category.

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 a Config ID.
Configure entitlements Ensure that you have the required entitlements to create a Digital Asset Category.
Create Marketing Company configuration Ensure that you have created the Marketing Company configuration that needs to be associated to the Digital Asset Category configuration.

See Creating Marketing Company.

Creating a Digital Asset Category

Creating Digital Asset Category involves providing the basic information of the Digital Asset Category and associating it to the Marketing Company.

To create a Digital Asset Category, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration
  3. Under Configuration, select Digital Asset, and then select Digital Asset Category.
  4. On the Digital Asset Category landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Digital Asset Category.
  6. In Brand section, select Add Marketing Company and then select the Marketing Company that you want to associate to the Digital Asset Category.
  7. In Status section, Active Date is set to the current date when the Digital Asset Category is created. You can modify it to a future date, but you cannot leave it blank.
  8. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Maintaining a Digital Asset Category

Introduction

You can update or delete the Digital Asset Category to cater to the changing business needs.

You can update the following Digital Asset Category information:

If the initial Config ID used for creating a Digital Asset Category is closed, and if you want to edit the Digital Asset Category, see Editing a Configuration after Closing the Config ID.

Editing a Digital Asset Category

You can modify the basic information and Active Date of the Digital Asset Category.

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

    This redirects you to Update Digital Asset Category page.

  5. On Update Digital Asset Category page, modify the details as needed.
  6. Select Save to save the changes, or select Save & Exit to save the details and return to the landing page.

Replacing Marketing Company

You can replace the associated Marketing Company only if the Config ID, that you used to create the Digital Asset Category, is in Open state.

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

    This redirects you to Update Digital Asset Category page.

  5. To replace associated Marketing Company, under Brand section, select More Menu from Action and then select Replace.
  6. Select the Marketing Company that you want to replace, and then return to the Update Digital Asset Category page.
  7. Select Save to save the changes, or select Save & Exit to save the details and return to the landing page.

Deleting a Digital Asset Category

You can delete a Digital Asset Category if it is no longer required. Before deleting a Digital Asset Category, you must ensure that:
  • the initial Config ID used for Digital Asset Category creation is not closed.
  • no Digital Asset configurations are associated to the Digital Asset Category.

To delete a Digital Asset Category, follow the steps below:

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