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. See Understanding Entitlements Management for information on Entitlements. See Transaction Types for Digital Asset for entitlements required for Digital Asset Category configuration.
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:

Access the Oracle Financial Services Cloud application.
From Menu, select Configuration
Under Configuration, select Digital Asset, and then select Digital Asset Category.
On the Digital Asset Category landing page, select Create.
In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Digital Asset Category.
In Brand section, select Add Marketing Company and then select the Marketing Company that you want to associate to the Digital Asset Category.
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.
Select Save to save the details, or select Save & Exit to save the details and return to the landing page.