Creating Transaction Group

A Transaction Group is a group that bundles one or more Transaction configurations that can be administered as a convenient single unit. Operators with appropriate entitlements need to create, setup, and manage Transaction Groups to enable fine-grained entitlement provisioning.

You can bundle similar service capabilities together by adding the related Transactions to a Transaction Group (as needed by specific job roles).

Creating Transaction Group in Oracle Financial Services Cloud includes two steps:

1. Add Identification
2. Select Transactions

Note:

Transaction Group configuration can be moved from one tenancy to another using Configuration Movement. Hence select a Config ID before proceeding with this procedure.

Follow this procedure to create a new transaction group.

1. Select Application Navigation and select Entitlements, and then select Transaction Group.
2. In the Transaction Group page, select Add.
3. In the Add Identification page of Creating Transaction Group, enter the following details:
   1. Enter Name of the Transaction Group.
   2. Enter Long Name of the Transaction Group.
   3. (Optional) Enter Description of the Transaction Group.
   4. (Optional) In Set Status Dates section, select Active date for the Transaction Group.

      Note:

      If you do not select a date, the Transaction Group becomes active on the same day.
4. Select Continue.
5. In the Select Transactions page, select the transaction configurations to bundle in the Transaction Group and select Continue.

   Note:

   All transactions that are configured using Transaction page are available for selection in the list. If a Transaction is configured under a different Config ID, you are not allowed to select it in this step.
6. Select Finish in the Success message displayed.

You can associate a Transaction Group to other Transaction Groups, thereby creating a hierarchy of Transaction Groups. See Creating Transaction Group Hierarchy.

If no longer required, you can delete a Transaction Group from the same page. Search for the Transaction Group you want to delete, and select More Options, and then select Delete.

Note:

You cannot delete a Transaction Group under following conditions:

• If the Transaction Group is part of a Transaction Group hierarchy
• If the Transaction Group is associated with a User Group
• If the Transaction Group has associated Transaction Configurations