Maintaining a Format

Introduction

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

You can update the following Format configuration information:
  • Editing a Format - Edit a Format's basic information and Active Date.
  • Replacing User Defined Data - Replace the User Defined Data if the Config ID, using which the Format was created, is open.
  • Deleting a Format - Delete a Format that you are no longer using, if the Config ID, using which the Format was created, is open.

Note:

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

Editing a Format

You can modify the basic information and Active Date of the Format configuration.

Perform the following steps:
  1. Access Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Data and then select Format. This redirects you to the Format landing page.
  4. To edit the required Format configuration, follow either one of these steps from the Format landing page:
    • From More Menu in Action column, select Edit.
    • From the Name column, select the required Format configuration to view its Summary page. Then from the Summary page, select Edit.
  5. This redirects you to the Update Format page where you can modify details as required.
  6. Edit the details in the Basic Information section to change identification details.
  7. Edit the Active Date in the Status section to change date.
  8. Select Save to save the details and stay on this page, or select Save & Exit to save the details and return to the Format landing page.

Replacing User Defined Data

You can replace the User Defined Data only if the Config ID, that you used to create the Format, is in Open state.

Perform the following steps:
  1. Access Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Data and then select Format. This redirects you to the Format landing page.
  4. To edit the required Format configuration, follow either one of these steps from the Format landing page:
    • From More Menu in Action column of the respective Format, select Edit.
    • From the Name column, select the required Format configuration to view its Summary page. Then from the Summary page, select Edit.
  5. This redirects you to Update Format page.
  6. To replace associated User Defined Data, under User Defined Data section, select More Menu from Action and then select Replace. Select the new User Defined Data to be associated.
  7. Select Save to save the changes and stay on this page, or select Save & Exit to save the changes and return to the Format landing page.

Deleting a Format

You can delete a Format if it is no longer required. Before deleting you must ensure that:
  • the initial Config ID used for Format configuration creation is not closed.
  • it is not associated to User Defined Data.
To delete a Format, follow the steps below:
  1. Access Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Under Configuration, select Data and then select Format. This redirects you to the Format landing page.
  4. To delete the required Format configuration, follow either one of these steps from the Format landing page:
    • From More Menu in Action column of the respective Format, select Delete. In the dialog box, select Delete to confirm.
    • From More Menu in Action column of the respective Format, select Edit. This redirects you to the Update Format page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.

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