Creating a Digital Asset Configuration

Introduction

Creating a Digital Asset configuration involves a base configuration that includes Versions, Details and Attributes. A Digital Asset configuration can be associated to User Defined Data Structures, which enables you to associate Rule to Version and configure Attribute under Detail. A single Digital Asset configuration must contain at least one Version or it may have more Versions with different active dates. Contextualize Rule must be associated to a Version if it has more than one Detail. Rule helps to select the appropriate Detail based on the business requirements. You cannot reuse the Rule that is created in the context of a specific Digital Asset configuration.

Detail acts as a container to store the related digital files with the selected Asset Type. Detail may contain one or more Attributes. Within Attributes, you can associate User Defined Data Field that are common across all the associated User Defined Data Structures. User Defined Data Field value acts as a metadata for the asset.

For example, your financial institution needs to send out monthly account statements to individual and joint account holders located in Austin (County), Texas (State), United States (Country). These statements are stored in separate Digital Asset Detail configurations, each containing multiple Attributes, associated to respective User Defined Data Fields such as Country, State, and County. You can define Rules on the Digital Asset Version to filter and store the files in the relevant Detail. This ensures that the correct files are included in the Detail for further retrieval.

Prerequisites

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

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.
Create Digital Asset Category Ensure that you have created Digital Asset Category that needs to be associated to Digital Asset configuration.

See Creating a Digital Asset Category.

Create User Defined Data Structure Ensure that you have created User Defined Data Structure that needs to be associated to Digital Asset configuration. This is optional.

See Creating a Structure.

Create Rule Category Ensure you have created the required Rule Category to associate while creating the Rule. This Rule will then be associated to the Digital Asset configuration.

See Creating a Rule Category.

Creating a Digital Asset Configuration

Creating a Digital Asset configuration involves the following series of events:
To create a Digital Asset configuration, 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.
  4. On the Digital Asset landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Digital Asset configuration.
  6. In Transaction Type section, select Digital Asset Transaction Type to identify the type of transaction.
  7. In Digital Asset Category section, select Add Digital Asset Category and then select the Digital Asset Category that you want to associate to the Digital Asset configuration. You can associate only one Digital Asset Category to a Digital Asset configuration.
  8. In Status section, Active Date is set to the current date when the Digital Asset configuration is created. You can modify it to a future date, if required.
  9. Select Continue to configure Version, Detail and Attribute of the Digital Asset configuration.

    Note:

    To associate User Defined Data Structure to the Digital Asset configuration, you need to configure at least one Digital Asset Version.

Creating Digital Asset Version, Detail and Attribute

You must create at least one Version or can create multiple Versions, Details, and Attributes (optional). You can create an Attribute and Rule only if at least one User Defined Data Structure is associated to Version.

Creating Digital Asset Version

To create Digital Asset Version, follow these steps:
  1. On Create Digital Asset page, under Basic Information section, enter the Name, Long Name and Description (optional), to identify the Digital Asset Version.
  2. In Status section, Active Date is set to the current date when the Digital Asset Version is created. You can modify it to a future date or can be left bank to set the date later.
  3. Select Save to save the details, or select Save & Continue to save the details and continue to the next steps.

    Note:

    You can create a Rule for Digital Asset Version only if you have associated Digital Asset configuration to at least one User Defined Data Structure.

Creating Digital Asset Detail

To create Digital Asset Detail, follow these steps:

  1. On Create Digital Asset Detail page, under Basic Information section, enter the Name, Long Name and Description (optional), to identify the Digital Asset Detail.
  2. In Asset Type, select a value from the Digital Asset File Type drop-down to specify the format of the asset that can be stored and managed.
  3. In Status section, Active Date is set to the current date when the Digital Asset Detail is created. You can modify it to a future date.
  4. Select Save to save the details, or select Save & Continue to save the details and continue to the next steps.

Note:

Creating Digital Asset Attribute is optional. To create a Digital Asset Attribute, it is required that you complete the following associations. You can complete these associations later as well.

Creating Digital Asset Attribute

To create Digital Asset Attribute, follow these steps:

  1. On Create Digital Asset Attribute page, by default Required toggle button is enabled. Required indicates whether the information about the User Defined Data Field associated to the Attribute should be included in the request to store the Digital Asset or not. You can enable or disable the Required toggle button.
  2. In User Defined Data Field section, select Add User Defined Data Field and then select the User Defined Data Field that you want to associate to the Digital Asset Attribute. You can add only one User Defined Data Field to a Digital Asset Attribute.

    Note:

    The User Defined Data Field list available for association depends on the User Defined Data Structures that you have associated to the Digital Asset configuration. Only the common User Defined Data Field list present across all User Defined Data Structures will be available for selection.
  3. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Digital Asset Attribute.
  4. In Status section, Active Date is set to the current date when the Digital Asset Attribute is created. You can modify it to a future date.
  5. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Associating Digital Asset Configuration to User Defined Data Structure

You can associate a Digital Asset configuration with one or more User Defined Data Structures. This is optional.

Note:

You can associate a Digital Asset configuration to User Defined Data Structures only if you have created at least one Digital Asset Version.

To associate Digital Asset configuration to User Defined Data Structure, follow these steps:

  1. From the left navigation, select the Digital Asset configuration that you have already created.
  2. In Update Digital Asset page, under Associations, select Add next to User Defined Data Structure.
  3. Select the User Defined Data Structure that you want to associate. You can select multiple User Defined Data Structures. Return to the Update Digital Asset Category page.
  4. Select Save to save the details.

Create a Rule for Digital Asset Version

To create a Rule, you need to associate Digital Asset configuration to User Defined Data Structure. This helps the Rule Statement within the associated Rule to use User Defined Data Fields from associated User Defined Data Structure. Creating a Rule ensures that it points to the correct Digital Asset Details, so that the required file can be stored or retrieved as needed by the source system. See Understanding a Rule for more information on Rule.

To create a Rule, follow these steps:

  1. From the left navigation, select the Digital Asset Version that you have already created.
  2. On Update Digital Asset Version page, under Associations, select Add next to Contextualize Rule.
  3. Enter the required information to create a Rule. See Creating A Rule for more information.

    Note:

    The Rule Type is defaulted to Digital Asset.
  4. Select Save to save the details.

Maintaining a Digital Asset Configuration

Introduction

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

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

You can update the following Digital Asset information:

Editing a Digital Asset Configuration

You can edit the basic information and Active Date of a Digital Asset configuration. You can add a new Version to the existing Digital Asset configuration.

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. This redirects you to the Digital Asset landing page.
  4. To edit the Digital Asset configuration, follow either one of these options from the Digital Asset landing page:
    • From More Menu in Action column of the respective Digital Asset configuration, select Edit.
    • From the Name column, select the required Digital Asset configuration to view its Summary page. Then from the Summary page, select Edit.

    This redirects you to Update Digital Asset page.

  5. On Update Digital Asset page, modify the information as required.
  6. To replace Digital Asset Category, under Digital Asset Category section, from More Menu in Action column, select Replace.
  7. To add a new Version, from Actions on the top right corner, select Add Child and provide information of the new Version.

    Note:

    To modify the association, see Modifying Association in Digital Asset or Version.

Editing a Digital Asset Version

You can modify the Version of the Digital Asset configuration, if the Config ID is Open. You can add a new Detail, create another version, duplicate the existing version to create another one, or delete the Digital Asset Version.

Perform the following steps:

  1. From the left pane of Update Digital Asset page, navigate to the Version and modify the basic information and Active Date, if required.
  2. From Actions on the top right corner, perform the following:
    1. Select Add Child to create Detail under the same Version. Provide information of the new Detail.

      Note:

      You need to create a new User Defined Data Structure association.
    2. Select Add Sibling to create another Version under the same Digital Asset configuration, provide required information, and create Rule.
    3. Select Duplicate to Create New Version, to duplicate the existing version under the same Digital Asset configuration. You need to provide the required information and Active Date of the new version. The Details and Attributes for the new Version will be duplicated from the previous Version. While duplicating, the Rule will not be copied to the new Version. See Creating a Rule from Duplicate Version for information on how to create a Rule in the duplicate Version.

      Note:

      To modify the association, see Modifying Association in Digital Asset or Version.
    4. Select Delete to delete the Digital Asset Version.

Creating a Rule in Duplicate Version

When you are adding a Rule in the duplicated version of Digital Asset, you can create a new Rule Statement or copy Rule Statement from the existing Digital Asset Version. The contextualized information of the selected version will not be copied.

Perform the following steps:

  1. After duplicating the existing Digital Asset Version, under Version, select Add next to Contextualize Rule.
  2. Provide the required information of the new Rule and associate a Rule Category.
  3. Select Save & Continue.
  4. Select one of the following options:
    • To copy Rule Statement from the existing Digital Asset Version, from the context menu, select the existing Version and select Copy & Continue. The Rule Statement will be copied to the existing Rule.

      Note:

      You can create a new Rule Statement, if required.
    • To continue without copying Rule Statement from the existing Digital Asset Version, select Continue without copying. Then enter Conditions and Result to create a new Rule.
  5. Provide the basic information of the Version under the new Rule.
  6. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Editing a Digital Asset Detail

You can edit the Detail of the Digital Asset configuration, if the Config ID is Open. You can add a new Attribute, add another Detail under the same Version or delete the Digital Asset Detail.

Perform the following steps:

  1. From the left pane of Update Digital Asset page, navigate to the required Detail to modify the basic information or change the Asset Type.
  2. From Actions on the top right corner, perform the following:
    1. Select Add Child to create Attribute under the same Detail. Provide information of the new Attribute, and associate User Defined Data Field.
    2. Select Add Sibling, to create another Detail under the same Version. Provide the required information.
    3. Select Delete to delete the Digital Asset Detail.

Editing a Digital Asset Attribute

You can edit the Attribute of the Digital Asset configuration, if the Config ID is Open. You can add a new Attribute under the same Detail.

Perform the following steps:

  1. From the left pane of Update Digital Asset page, navigate to the required Attribute.
  2. You can enable or disable the Required toggle button.
  3. Under User Defined Data Field, from More Menu in Action column, select Replace and select a new User Defined Data Field.
  4. From Actions on the top right corner, perform the following:
    1. Select Add Sibling, to create another Attribute under the same Detail, and provide the required information.
    2. Select Delete to delete the Digital Asset Attribute.

Modifying Association in Digital Asset Configuration or Version

You can add a new association or remove the association in Digital Asset configuration or Version, if the Config ID, that you used to create the Digital Asset configuration, is Open.

Note:

You cannot replace the existing association. You need to remove it and add a new association.

Perform the following:

  • To add a new association, perform the following steps:
    1. To associate new User Defined Data Structure, on Update Digital Asset page, navigate to Associations section.
    2. Select the User Defined Data Structure that you want to associate.

      Note:

      You can select multiple User Defined Data Structures.
  • To remove the association, perform the following steps:
    1. To remove User Defined Data Structure association, on Update Digital Asset page, navigate to Associations section.
    2. From Action, select More Menu and then select Remove corresponding to the association you want to remove.

Deleting Digital Asset Version

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

Perform the following steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration and then select Digital Asset. This redirects you to the Digital Asset landing page.
  3. Follow either one of these options from the Digital Asset landing page:
    • From More Menu in Action column of the respective Digital Asset configuration, select Edit.
    • From Name column, select the Digital Asset 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. On Update Communication Digital Asset Version page, from Actions, select Delete.
  7. In the dialog box, select Delete to confirm.

Deleting a Digital Asset Configuration

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

Perform the following steps:

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