Creating a Statement Group Configuration

Introduction

Statement Group Configuration combines multiple Search Statements and other Statement Groups using logical operators, such as AND or OR. Creating a Statement Group Configuration involves defining the base configuration and then creating one or more Versions. A Statement Group can be associated with one Search Category and a User Defined Data Structure. A Statement Group Configuration must contain at least one Version, but it can have multiple Versions with different active dates. For a Statement Group to be saved, it must include at least one Version. Each Statement Group Version defines an individual condition that is formed by combining Search Statements or other Search Statement Groups, linked together using AND or OR conditional logic.

Prerequisites

Following are the prerequisites to consider before creating a Statement Group Configuration.

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 Group Configuration. See Understanding Entitlements Management for information on Entitlements. See Transaction Type Listing for Communication Distribution for entitlements required for Search Category configuration.
Create Operations Company configuration	Ensure that you have created the Operations Company configuration that needs to be associated to the Search Category configuration. See Creating Operations Company.
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.
Create Search Statement	Ensure that you have created Search Statement that needs to be associated to Statement Group configuration. See Creating a Statement Configuration.
Create Statement Group	Ensure that you have created Statement Group that needs to be associated to the Statement Group configuration that you are creating.

Creating a Statement Group Configuration

Creating a Statement Group configuration involves the following series of events:

• Providing basic information, and associating Search Category and User Defined Data Structure
• Creating Statement Group Version and associating it to Search Statement and Search Statement Group

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

Creating Statement Group Version

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

To create Statement Group Version, follow these steps:

1. On Create Search Statement Group Version page, under Basic Information section, enter the Name, Long Name and Description (optional), to identify the Statement Group Version.
2. In Status section, Active Date is set to the current date when the Statement Group is created. You can modify it to a future date, but you cannot leave it blank.
3. Select Save to configure the association of Version Statement Group.
4. 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 Statement Group configuration to define the specific search criteria and groupings, enabling the search group to execute with the correct logic.

To associate Search Statement and Search Statement Group within the Statement Group 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 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 and/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 associations are combined in the search condition.
6. In Status section, Active Date is set to the current date when the Statement Group configuration is created. You can modify it to a future date.
7. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Maintaining a Statement Group Configuration

Introduction

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

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

You can update the following Statement Group information:

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

Editing a Statement Group Configuration

You can edit the basic information and Active Date of a Statement Group configuration. You can add a new Version to the existing Statement Group 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 Group. This redirects you to the Search Statement Group landing page.
4. To edit the Statement Group configuration, follow either one of these options from the Search Statement Group landing page:
   • From More Menu in Action column of the respective Statement Group configuration, select Edit.
   • From the Name column, select the required Statement Group configuration to view its Summary page. Then from the Summary page, select Edit.

   This redirects you to Update Search Statement Group 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 Group Version

You can modify the Version of the Statement Group 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, and modify the operator type. You can also duplicate an existing Version, or add new Version.

Perform the following steps:

1. From the left pane of Update Search Statement Group page, navigate to the Version and modify the basic information and 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 Statement Group configuration, provide required information, and create associations.
   • Select Duplicate to Create New Version, to duplicate the existing version under the same Statement Group 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.

Deleting a Statement Group Version

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

Perform the following steps:

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

Deleting a Statement Group Configuration

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

Perform the following steps:

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