Maintaining a Digital Asset Configuration

Introduction

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

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

You can update the following Digital Asset information:

• Editing a Digital Asset configuration: Update the basic information of the Digital Asset configuration and Active Date, replace the Digital Asset Category, or add a new Version.
• Editing a Digital Asset Version: Update the basic information of the Version and Active Date, duplicate an existing Version, add new Version or Detail, or delete the Version.
• Editing a Digital Asset Detail: Update the basic information of the Detail and Active Date, change the Asset Type, add another Detail or Attribute, or delete the Detail.
• Editing a Digital Asset Attribute: Update the basic information and Active Date of the existing Attribute, replace User Defined Data Field and modify the basic information and Active Date of it, add another Attribute, or delete the Attribute.
• Modifying Association in Digital Asset configuration or Version: Add a new association or remove the existing association, if the Config ID is open.
• Deleting a Digital Asset Version: Delete a Digital Asset Version that you are no longer using, if the Config ID is open.
• Deleting a Digital Asset configuration: Delete a Digital Asset configuration that you are no longer using, if the Config ID is open.

Editing a Digital Asset Configuration

You can edit the basic information and Active Date of a Digital Asset configuration. You can add a new Version to the existing Digital Asset configuration.

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. This redirects you to the Digital Asset landing page.
4. To edit the Digital Asset configuration, follow either one of these options from the Digital Asset landing page:
   • From More Menu in Action column of the respective Digital Asset configuration, select Edit.
   • From the Name column, select the required Digital Asset configuration to view its Summary page. Then from the Summary page, select Edit.

   This redirects you to Update Digital Asset page.

5. On Update Digital Asset page, modify the information as required.
6. To replace Digital Asset Category, under Digital Asset Category section, from More Menu in Action column, select Replace.
7. To add a new Version, from Actions on the top right corner, select Add Child and provide information of the new Version.

   Note:

   To modify the association, see Modifying Association in Digital Asset or Version.

Editing a Digital Asset Version

You can modify the Version of the Digital Asset configuration, if the Config ID is Open. You can add a new Detail, create another version, duplicate the existing version to create another one, or delete the Digital Asset Version.

Perform the following steps:

1. From the left pane of Update Digital Asset 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:
   1. Select Add Child to create Detail under the same Version. Provide information of the new Detail.

      Note:

      You need to create a new User Defined Data Structure association.
   2. Select Add Sibling to create another Version under the same Digital Asset configuration, provide required information, and create Rule.
   3. Select Duplicate to Create New Version, to duplicate the existing version under the same Digital Asset configuration. You need to provide the required information and Active Date of the new version. The Details and Attributes for the new Version will be duplicated from the previous Version. While duplicating, the Rule will not be copied to the new Version. See Creating a Rule from Duplicate Version for information on how to create a Rule in the duplicate Version.

      Note:

      To modify the association, see Modifying Association in Digital Asset or Version.
   4. Select Delete to delete the Digital Asset Version.

Creating a Rule in Duplicate Version

When you are adding a Rule in the duplicated version of Digital Asset, you can create a new Rule Statement or copy Rule Statement from the existing Digital Asset Version. The contextualized information of the selected version will not be copied.

Perform the following steps:

1. After duplicating the existing Digital Asset Version, under Version, select Add next to Contextualize Rule.
2. Provide the required information of the new Rule and associate a Rule Category.
3. Select Save & Continue.
4. Select one of the following options:
   • To copy Rule Statement from the existing Digital Asset Version, from the context menu, select the existing Version and select Copy & Continue. The Rule Statement will be copied to the existing Rule.

     Note:

     You can create a new Rule Statement, if required.
   • To continue without copying Rule Statement from the existing Digital Asset Version, select Continue without copying. Then enter Conditions and Result to create a new Rule.
5. Provide the basic information of the Version under the new Rule.
6. Select Save to save the details, or select Save & Exit to save the details and return to the landing page.

Editing a Digital Asset Detail

You can edit the Detail of the Digital Asset configuration, if the Config ID is Open. You can add a new Attribute, add another Detail under the same Version or delete the Digital Asset Detail.

Perform the following steps:

1. From the left pane of Update Digital Asset page, navigate to the required Detail to modify the basic information or change the Asset Type.
2. From Actions on the top right corner, perform the following:
   1. Select Add Child to create Attribute under the same Detail. Provide information of the new Attribute, and associate User Defined Data Field.
   2. Select Add Sibling, to create another Detail under the same Version. Provide the required information.
   3. Select Delete to delete the Digital Asset Detail.

Editing a Digital Asset Attribute

You can edit the Attribute of the Digital Asset configuration, if the Config ID is Open. You can add a new Attribute under the same Detail.

Perform the following steps:

1. From the left pane of Update Digital Asset page, navigate to the required Attribute.
2. You can enable or disable the Required toggle button.
3. Under User Defined Data Field, from More Menu in Action column, select Replace and select a new User Defined Data Field.
4. From Actions on the top right corner, perform the following:
   1. Select Add Sibling, to create another Attribute under the same Detail, and provide the required information.
   2. Select Delete to delete the Digital Asset Attribute.

Modifying Association in Digital Asset Configuration or Version

You can add a new association or remove the association in Digital Asset configuration or Version, if the Config ID, that you used to create the Digital Asset configuration, is Open.

Note:

You cannot replace the existing association. You need to remove it and add a new association.

Perform the following:

• To add a new association, perform the following steps:
  1. To associate new User Defined Data Structure, on Update Digital Asset page, navigate to Associations section.
  2. Select the User Defined Data Structure that you want to associate.

     Note:

     You can select multiple User Defined Data Structures.

• To remove the association, perform the following steps:
  1. To remove User Defined Data Structure association, on Update Digital Asset page, navigate to Associations section.
  2. From Action, select More Menu and then select Remove corresponding to the association you want to remove.

Deleting Digital Asset Version

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

Perform the following steps:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Configuration and then select Digital Asset. This redirects you to the Digital Asset landing page.
3. Follow either one of these options from the Digital Asset landing page:
   • From More Menu in Action column of the respective Digital Asset configuration, select Delete. In the dialog box, select Delete to confirm.
   • From More Menu in Action column of the respective Digital Asset configuration, select Edit. This redirects you to the Update Digital Asset page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.
4. From the left pane, navigate to the Version you want to delete.
5. If there are any associations, remove the association.
   1. Under Associations section, 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 Communication Digital Asset Version page, from Actions, select Delete.
7. In the dialog box, select Delete to confirm.

Deleting a Digital Asset Configuration

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