Creating a File Security Configuration

Introduction

File Security in Communication Cloud Service enables you to create password-protected PDFs, providing an additional layer of defense against unauthorized access and helping to ensure that confidential data remains protected. You can create different types of encryption as security type, such as Password Based and PGP. File Security converts PDF contents into an unreadable format that can only be accessed by authorized users with decryption keys or passwords.

Prerequisites

Following are the prerequisites to consider before creating a File Security configuration in Communication Cloud Service:

Note:

Ensure that you complete the prerequisites 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 Config ID.
Create Entitlements Ensure that you have the required entitlements to create a File Security.
Create Operation Company configuration Ensure that you have created the Operation Company configuration that needs to be associated to the File Security. See Creating Operations Company for more information.

Steps involved in creating a File Security Configuration

  1. Creating a File Security Configuration
  2. Creating a File Security Version

Creating a File Security Configuration

To create a File Security configuration, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select File Security. This redirects you to the File Security landing page
  4. On the File Security landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the File Security.
  6. In Operations Company section, select Add Operations Company and select the Operations Company that you want to associate to the File Security.
  7. In Status section, Active Date is set to the current date when the File Security is created. You can change it to a future date if required.
  8. Select Continue to create File Security Version.

Creating a File Security Version

Versions allow for the creation of multiple iterations of a File Security. Active Date helps control when each version of the File Security becomes effective. While a File Security can have several versions, at least one version must be created for a File Security configuration.

To create a File Security Version, follow these steps:
  1. On the Create File Security Version page, in Basic Information section, enter the Name, Long Name and Description (optional), to identify the File Security Version.
  2. In File Security Properties section, select Security Type to specify the data security policy type. Depending on the selected Security Type, the rest of the fields are enabled for selection:
    • Password Type specifies the type of password. Select Static to use secure store parameter value set in the secure store or vault as the encryption key. Or select Dynamic if the encryption key (or password) is based on the transaction data.
    • Symmetric Encryption Type defines the type of symmetric algorithm using a single key, typically used for hybrid encryption types like PGP, and indicates the method for encrypting files or data, such as AES.
    • Asymmetric Encryption Type specifies the type of asymmetric algorithm that uses a key pair, typically used for hybrid encryption types like PGP, and denotes the encryption method used to encrypt the symmetric key with the recipient's public key, such as RSA.
    • PDF Permissions defines the operations allowed when the user access the PDF.
  3. Select Save to save the details and proceed to create the Oracle Vault Properties, or select Save & Exit to save the details and return to the landing page.

    Once you select Save, the Oracle Vault Properties section is displayed.

  4. In Oracle Vault Properties section, select Add Oracle Vault Properties. This redirects you to PDF File Security page.
  5. On the PDF File Security page, follow these steps:
    1. In File Security Properties section, enter Static Password and re-enter the password in Confirm Static Password field.
    2. Under Receiver Public Key, you can either enter the public key value or select Paste Receiver Public Key to paste the receiver public key.
    3. Select Create.

      The Oracle Vault Properties are automatically saved.

Maintaining a File Security Configuration

Introduction

You can update or delete File Security configuration to cater to the changing business needs.

You can add multiple versions to a File Security configuration. This can be done by either adding a sibling to the File Security configuration or duplicating the existing Version to create a new Version. You also have the option to delete the File Security configuration that you no longer require, if the Config ID is open.

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

You can update the following information:

Editing a File Security Configuration

You can edit the basic information and Active Date of a File Security configuration. You can also replace the Operations Company.

Perform the following steps:

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select File Security. This redirects you to the File Security landing page.
  4. To edit the File Security configuration, follow either one of these options from the File Security landing page:
    • From More Menu in Action column of the File Security configuration, select Edit.
    • From Name column, select the required File Security configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update File Security page.

  5. On Update File Security, modify the information as required.
  6. To replace the Operations Company, under Operations Company section, from More Menu in Action column, select Replace. Select a different Operations Company belonging to the same Config ID.
  7. Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Editing a File Security Version

You can modify the Version of the File Security configuration. You can duplicate the existing Version to create another one.

Perform the following steps:

  1. From the left pane of Update File Security page, navigate to the Version and modify the basic information or Active Date, if required.
  2. In File Security Properties section, update Security Type. Based on the security type, you can update the related fields.
  3. To update Oracle Vault Properties, in Oracle Vault Properties section select More Menu under Actions column, and then select one of the following options:
    • To modify the Receiver Public Key or enter a new password, select Edit and select Continue in the pop up. You need to enter the password to change the Receiver Public Key, and select Update.
    • To delete the Oracle Vault Properties, select Delete. In the dialog box, select Delete to confirm.

      The Oracle Vault Properties are automatically saved.

  4. Select Duplicate to Create New Version from Actions on the top right corner, to duplicate the existing Version under the same File Security configuration. You need to provide the required information and Active Date of the new version. The Long Name, Description, and File Security Properties for the new Version will be duplicated from the previous Version.
  5. To add a sibling to the existing Version, select Actions from the top right corner and select Add Sibling. Provide the required information.
  6. Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Deleting a File Security Version

To delete the File Security Version the Config ID that is used to create the Version must be open. If the File Security configuration has only one version and if you delete that version, then the corresponding File Security configuration also gets deleted.

Perform the following steps:

  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select File Security. This redirects you to the File Security landing page.
  4. Follow either one of these options from the File Security landing page:
    • From More Menu in Action column of the File Security configuration, select Edit.
    • From Name column, select the required File Security configuration name to view its Summary page. Then from Summary page, select Edit.

    This redirects you to the Update File Security page.

  5. From the left pane, navigate to the Version you want to delete.
  6. On Update File Security Version page, from Actions from the top right corner, select Delete.
  7. In the dialog box, select Delete to confirm.

Deleting a File Configuration

You can delete a File Security configuration if it is no longer required. Before deleting the configuration, you must ensure that the initial Config ID used for the configuration creation is open.

Perform the following steps:

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