Creating and Editing Operations Company Supplier Service Instance

Creating Operations Company Supplier Service Instance

To create an Operations Company Supplier Service Instance, you need to provide basic information to identify the Operations Company Supplier Service configuration instance, and associate it to the Operations Company, Supplier Service Component and the corresponding Supplier Service. As an administrator of the financial institution, you can select which Supplier Services and Components to use, based on the institution's needs. The Supplier Service Component and the Supplier Service corresponding to that Supplier Service Component will be available as part of your initial configuration setup.

Prerequisites

Note:

Ensure that you complete the prerequisites before proceeding with creating the Operations Company Supplier Service configuration.

Table 4-1 Prerequisite

Prerequisites	Details
Set the Config ID	'Active' Config ID is set and logged in user has the requisite entitlements. Ensure that all the dependent configurations and associations must be part of same open Config ID. See Creating Config ID
Create Operations Company configuration instance	Operations Company configuration instance has been created. See Creating Operations Company

Creating Operations Company Supplier Service Instance

To create a new Operations Company Supplier Service configuration instance, follow these steps:

1. Access and log in to the Oracle Financial Services Cloud application.
2. Select a Config ID for which you want to configure Operations Company Supplier Service Instance.
3. From Menu, select Configuration and then select Operations Company Supplier Service.
4. On the Operations Company Supplier Service landing page, select Create.
5. Enter Basic Information such as, Name, Long Name, and Description to identify the Operations Company Supplier Service configuration instance.
6. Adding Operations Company

   You need to establish a relationship between Operations Company Supplier Service and Operations Company. You can add only one Operations Company with a Operations Company Supplier Service.

   To add an Operations Company to the Operations Company Supplier Service, select Add Operations Company, and choose the Operations Company from the list of existing operations companies.

7. Adding Supplier Service Component

   You need to establish a relationship between Operations Company Supplier Service and Supplier Service Component to advise the system which Supplier Service to choose when executing the service. You can add only an existing Supplier Service Component to the Operations Company Supplier Service.

   To add the Operations Company Supplier Service configuration instance with the Supplier Service Component, select Add Supplier Service Component. Select the Supplier Service Component Type. The Supplier Service Components related to the selected Supplier Service Component Type is displayed from which you can choose the required Supplier Service Component.

8. Set the activation of the configuration using Active Date. By default, the Active Date is set to the current date.
9. After entering the details, select Save to continue with the association.
10. Associating to Operations Company and Supplier Service Component

    After selecting Save for saving the basic information and establishing the relationship with Operations Company and Supplier Service Component, you can associate Operations Company Supplier Service configuration instance with the Supplier Service Component configuration instance. Depending on the Supplier Service Component that you choose for establishing relationship, the associations vary. Choosing the association is optional.

    To associate the Operations Company Supplier Service configuration instance to an existing configuration instance, from the Associations section, select Add. Select the configuration instance that you want to associate. You can associate Operations Company Supplier Service configuration to multiple configuration instances of Supplier Service Component.

11. Select Save to save the details, or Save&Exit to save and return to the landing page.

Editing Operations Company Supplier Service Instance

You can modify the basic and attribute information of the Operations Company Supplier Service configuration instance. You can also remove or replace the Operations Company and Supplier Service Component relationships and the existing associations. When you replace a Supplier Service Component, then you need to select the corresponding associations.

You can edit the details of Operations Company Supplier Service configuration instance in two ways:

From Landing Page:

1. In the Action column, select Edit from More Menu corresponding to the Operations Company Supplier Service name that you want to edit.

From Summary Page:

1. On the Operations Company Supplier Service landing page, hover over the name of the Operations Company Supplier Service and select it.
2. From the Summary page, select Edit.

In the Update Operations Company Supplier Service page, modify the details as needed. Select Save to save the changes, or Save&Exit to save the details and return to the landing page.