Creating a Statement Configuration

Introduction

Search Statement helps you to add conditions. Creating a Statement configuration involves a base configuration and also creating a version. A Statement configuration can be associated to one Search Category and a User Defined Data Structure. A single Statement configuration must contain at least one Version or it may have more Versions with different active dates. For a Search Statement to be saved, it must have at least one Version. A Search Statement Version always point to an individual search condition.

Prerequisites

Following are the prerequisites to consider before creating a Statement.

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 Statement. See Understanding Entitlements Management for information on Entitlements. See Transaction Type Listing for Communication Distribution for entitlements required for Statement configuration.
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 Statement configuration. This is optional. See Creating a Structure.

Creating a Statement Configuration

Creating a Statement configuration involves the following series of events:

1. Providing basic information, and associating Search Category and User Defined Data Structure
2. Creating Statement Version

Providing basic information, and associating Search Category and User Defined Data Structure

To create a Statement 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 Statement.
4. On the Statement landing page, select Create.
5. In Basic Information section, enter the Name, Long Name and Description (optional), to identify the Statement configuration.
6. In Search Category section, select Add Search Category and then select the Search Category that you want to associate to the Statement configuration. You can associate only one Search Category to a Statement configuration.
7. In User Defined Data Structure section, select Add User Defined Data Structure and then select the User Defined Data Structure that you want to associate to the Statement configuration. You can associate only one User Defined Data Structure to a Statement configuration.
8. In Status section, Active Date is set to the current date when the Statement configuration is created. You can modify it to a future date, if required.
9. Select Continue to configure the Version of the Statement.

Creating Statement Version

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

To create Statement Version, follow these steps:

1. On Create Search Statement page, under Basic Information section, enter the Name, Long Name and Description (optional), to identify the Statement Version.
2. In Search Statement section, perform the following steps to add conditions to the Statement:
   1. Under Search On, select Add User Defined Data Field, and select the User Defined Data Field that you want to add to the Statement configuration. You can add only one User Defined Data Field to a Statement configuration.
   2. Under Operator, select an appropriate Operator to construct a Search condition.

      Note:

      The Operators depend on the type of selected User Defined Data Field type, such as Boolean, Date, DateTime, Number or String.
   3. Select the appropriate values under Search For Type and Search For, as follows:

      Search For Type	Search For
      select Static Value so that the Search Statement is evaluated against that static value.	Enter a static value.
      select User Defined Data Field so that the Search Statement is evaluated against a variable value defined in the selected User Defined Data Field.	select Add User Defined Data Field and select a User Defined Data Field.

      Under Operator, if you select operators:

      'in' and 'notin',	in Search For, you can enter multiple values.
      other than 'in' and 'notin',	in Search For, you can enter a single value.

   4. Select Add Data to save the changes or Clear Data to discard the changes.
3. In Status section, Active Date is set to the current date when the Statement Version is created. You can modify it to a future date or can be left bank to set the date later.
4. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Maintaining Statement Configuration

Introduction

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

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

You can update the following Statement information:

• Editing a Statement Configuration: Update the basic information of the Statement configuration and Active Date, replace the Statement Category, User Defined Data Structure or add a new Version.
• Editing a Statement Version: Update the basic information of the Version and Active Date, duplicate an existing Version, add new Version or Detail, or delete the Version.
• Deleting a Statement Version : Delete a Statement Version that you are no longer using, if the Config ID is open.
• Deleting a Statement Configuration: Delete a Statement configuration that you are no longer using, if the Config ID is open.

Editing a Statement Configuration

You can modify the basic information and Active Date of the Statement configuration. You can add a new Version to the existing Statement configuration.

Perform the following steps:

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

   This redirects you to Update Search Statement page.

5. To replace the Search Category, under Search Category section, from More Menu in Action column, select Replace.
6. 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.
7. To add a new Version, from Actions on the top right corner, select Add Child and provide information of the new Version.

Editing a Statement Version

You can modify the Version of the Statement configuration, if the Config ID is Open. You can update the basic information of the Version or update the Active Date, and modify the Search Statement. You can also duplicate an existing Version, or add new Version.

Perform the following steps:

1. From the left pane of Update Statement 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:
3. 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 Statement configuration, provide required information, and create associations.
   • Select Duplicate to Create New Version, to duplicate the existing version under the same Statement configuration. You need to provide the required information and Active Date of the new version.
4. In Search Statement, you can edit the following:
   • Replace the User Defined Data Field which is already added. Under Search On, select the More Menu and select Replace. Then select the new User Defined Data Field.
   • Select a different Operator.
   • Select a new Search for Type.
   • Depending on the new selection under Search for Type, you can enter static values or select a new User Defined Data Field.
5. After editing Search Statement, select Add Data to save the changes or Clear Data to discard the changes.

Deleting a Statement Version

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

Perform the following steps:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Configuration and then select Statement. This redirects you to the Statement landing page.
3. Follow either one of these options from the Statement landing page:
   • From More Menu in Action column of the respective Statement configuration, select Edit.
   • From Name column, select the Statement 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 Search Statement section, expand it.
   2. From Action, select Clear Datacorresponding to the association.
   3. Repeat the step to remove all the associations before deleting the Version.
6. On Update Statement Version page, from Actions, select Delete.
7. In the dialog box, select Delete to confirm.

Deleting a Statement Configuration

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