Creating Search Configuration

Introduction

Search configuration in Communication Cloud Service is essential for defining how to retrieve specific digital assets based on your business criteria. It enables the system to execute complex search queries that can automatically retrieve relevant assets, such as promotional materials or customer-specific documents, for communication generation.

To create a Search configuration, you first need to associate a Search Category and User Defined Data Structure. The Search Category helps organize and categorize your search criteria, while the User Defined Data Structure contains the data fields that will be used in the search.

A Search Configuration can have one or more Versions. Each Version can be associated to Search Statements and Search Statement Groups that define the criteria for the search. These Search Statements and Search Statement Groups are executed in a logical sequence and can be combined using AND or OR operators to refine the search results. Additionally, the results can be sorted, which allows you to control how the assets are organized and retrieved.

Prerequisites

Following are the prerequisites to consider before creating a Search.

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 Search.
Create Search Category Ensure that you have created Search Category that needs to be associated to Statement configuration.

See Creating a Search Category Configuration.

Create User Defined Data Structure Ensure that you have created User Defined Data Structure that needs to be associated to Search configuration.

See Creating a Structure.

Create Search Statement Ensure that you have created Search Statement that needs to be associated to Search configuration. This is optional.

See Creating a Statement Configuration.

Create Search Statement Group Ensure that you have created Search Statement Group that needs to be associated to Search configuration. This is optional.

See Creating a Statement Group Configuration.

Creating a Search Configuration

Creating a Search configuration involves the following series of events:
  • Providing basic information, and associating Search Category and User Defined Data Structure
  • Creating a Search Version
To create a Search configuration, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Search, and then select Search.
  4. On the Search landing page, select Create.
  5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Search configuration.
  6. In Search Category section, select Add Search Category to identify the type of Search Category.
  7. In User Defined Data Structure section, select Add User Defined Data Structure to associate to the User Defined Data Structure. You can associate multiple User Defined Data Structure.
  8. In Status section, Active Date is set to the current date when the Search configuration is created. You can modify it to a future date, if required.
  9. Select Continue to configure Version of the Search configuration.

Creating Search Version

You must create at least one Version or can create multiple Versions.

To create Search Version, follow these steps:
  1. On Create Search page, under Basic Information section, enter the Name, Long Name and Description (optional), to identify the Search Version.
  2. In Status section, Active Date is set to the current date when the Search configuration is created. You can modify it to a future date, but you cannot leave it blank.
  3. Select Save to configure the associations of Search Statement and Search Statement Group, or Save & Exit to save the configuration and return to the landing page.

Associating Search Statement and Search Statement Group

You associate Search Statement and Search Statement Group to a Search configuration to define the specific search criteria and groupings, enabling the search to execute with the correct logic. You can define the sort logic using User Defined Data Field to organize search results in a specific order, making it easier to analyze or prioritize the data based on defined criteria.

To associate Search Statement and Search Statement Group within the Search Version, follow these steps:

  1. In Associations section, select Add next to Search Statement & Search Statement Group, to associate Search Statement and Search Statement Group. You can associate multiple Search Statements and Search Statement Groups.
  2. From the pop up, select either Search Statement or Search Statement Group, and then select Continue to select an appropriate Search Statement or Search Statement Group.

    Note:

    You must associate more than one Search Statement and/or Search Statement Group to activate the operand settings under Associations.
  3. To change the sequence of the Search Statement or Search Statement Group, from the next pop up, select the configuration, and drag it to your preferred position. Reordering the sequence of associated Search Statement or Search Statement Group ensures the correct logical flow when applying the AND/OR operators, prioritizing conditions in a specific order for accurate and efficient search results.
  4. Select Done to return to Update Search page.
  5. If you have selected more than one Search Statement or Search Statement Group, under Associations section, operand settings are displayed from where you can select either And or Or as the operator type. This operator type defines how multiple Search Statements or Search Statement Groups are combined in the search logic.
  6. In Sort section, perform the following:
    1. In Add User Defined Data Field, add a User Defined Data Field.
    2. In Order Direction, select the direction in which you want to control how the search results are sorted based on the associated User Defined Data Fields.
    3. After selecting the sorting order of User Defined Data Fields, select check mark check mark to save the changes or cross mark cross mark to discard the changes.
  7. If you have multiple User Defined Data Fields under Sort, then select Edit icon Edit icon and change the sequence of the sorting order.
  8. In Status section, Active Date is set to the current date when the Search configuration is created. You can modify it to a future date.
  9. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Maintaining a Search Configuration

Introduction

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

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

You can update the following Search information:
  • Editing a Search configuration: Update the basic information of the Search configuration, or update the Active Date, or add a new Version. You can also replace the Search Category, User Defined Data Structure.
  • Editing a Search Version: Update the basic information of the Version or update the Active Date, edit or remove the associations, modify the operator type, and add a new User Defined Data Field and specify the sorting order direction. You can also duplicate an existing Version, or add new Version.
  • Deleting a Search Version: Delete a Search Version that you are no longer using, if the Config ID is open.
  • Deleting a Search configuration: Delete a Search configuration that you are no longer using, if the Config ID is open.

Editing a Search Configuration

You can edit the basic information and Active Date of a Search configuration or add a new Version. You can also replace the Search Category and User Defined Data Structure.

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

    This redirects you to Update Search page.

  5. On Update Search page, modify the information as required.
  6. To replace the Search Category, under Search Category section, from More Menu in Action column, select Replace.
  7. You can add a new User Defined Data Structure, or remove or replace the existing one. Under User Defined Data Structure, perform the following steps:
    • To add a new User Defined Data Structure, select Add Another User Defined Data Structure and select a new User Defined Data Structure. You can add multiple User Defined Data Structures as well.
    • To remove or replace an existing User Defined Data Structure, from More Menu in Action column, select Remove or Replace.
  8. To add a new Version, from Actions on the top right corner, select Add Child and provide information of the new Version.

Editing a Search Version

You can modify the Version of the Search configuration, if the Config ID is Open. You can update the basic information of the Version or update the Active Date, add, edit or remove the associations, modify the operator type, and add a new User Defined Data Field and specify the sorting order direction. You can also duplicate an existing Version, or add new Version.

Perform the following steps:

  1. From the left pane of Update Search page, navigate to the Version and modify the basic information or Active Date, if required.
  2. To create a new Version, from Actions on the top right corner, perform the following:
    • Select Add Sibling to create another Version under the same Search configuration, provide required information, and create associations and sorting.
    • Select Duplicate to Create New Version, to duplicate the existing version under the same Search configuration. You need to provide the required information and Active Date of the new version.
  3. To add a new association, select Add next to Search Statement & Search Statement Group and continue with associating Search Statement and Search Statement Group.
  4. To edit or remove associations, under Associations, expand Search Statement & Search Statement Group, from More Menu in Action column, perform the following:
    • To edit the association, select Edit. In the pop up window, select the configuration, and drag it to your preferred position, and select Done.
    • To remove the association, select Remove.
  5. Under Sort, you can perform the following:
    • You can replace the User Defined Data Field which is already added. Under Sort, select the More Menu and select Replace. Then select the new User Defined Data Field.
    • If you have multiple User Defined Data Fields under Sort, then select Edit icon Edit icon and change the sequence of the sorting order.

Deleting Search Version

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

Perform the following steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration and then select Search. This redirects you to the Search landing page.
  3. Follow either one of these options from the Search landing page:
    • From More Menu in Action column of the respective Search configuration, select Edit.
    • From Name column, select the Search 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 under Associations section, remove the association.
    1. In Associations section, under Search Statement & Search Statement Group field, 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. If there are any associations under Sort section, remove the association.
    1. In Sort section, under Add User Defined Data Field field, expand the association.
    2. From Action, select Clear DataClear Data corresponding to the association to delete the data.
    3. Repeat the step to remove all the associations before deleting the Version.
  7. In Update Search Version page, from Actions, select Delete.
  8. In the dialog box, select Delete to confirm.

Deleting a Search Configuration

You can delete a Search configuration if it is no longer required. Before deleting a Search configuration you must ensure that the initial Config ID used for Search 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 Search. This redirects you to the Search landing page.
  3. To delete the Search configuration, follow either one of these options from the Search landing page:
    • From More Menu in Action column of the respective Search configuration, select Delete. In the dialog box, select Delete to confirm.
    • From More Menu in Action column of the respective Search configuration, select Edit. This redirects you to the Update Search page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.