Maintaining a Digital Asset Category

Introduction

You can update or delete the Digital Asset Category to cater to the changing business needs.

You can update the following Digital Asset Category information:

• Editing a Digital Asset Category: Edit the Digital Asset Category's basic information and Active Date.
• Replacing Marketing Company: Replace associated Marketing Company if the Config ID is open.
• Deleting a Digital Asset Category: Delete a Digital Asset Category that you are no longer using, if the Config ID is open.

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

Editing a Digital Asset Category

You can modify the basic information and Active Date of the Digital Asset Category.

Perform the following steps:

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

   This redirects you to Update Digital Asset Category page.

5. On Update Digital Asset Category page, modify the details as needed.
6. Select Save to save the changes, or select Save & Exit to save the details and return to the landing page.

Replacing Marketing Company

You can replace the associated Marketing Company only if the Config ID, that you used to create the Digital Asset Category, is in Open state.

Perform the following steps:

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

   This redirects you to Update Digital Asset Category page.

5. To replace associated Marketing Company, under Brand section, select More Menu from Action and then select Replace.
6. Select the Marketing Company that you want to replace, and then return to the Update Digital Asset Category page.
7. Select Save to save the changes, or select Save & Exit to save the details and return to the landing page.

Deleting a Digital Asset Category

You can delete a Digital Asset Category if it is no longer required. Before deleting a Digital Asset Category, you must ensure that:

• the initial Config ID used for Digital Asset Category creation is not closed.
• no Digital Asset configurations are associated to the Digital Asset Category.

To delete a Digital Asset Category, follow the steps below:

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