Maintaining a Rule Category

Introduction

Maintaining a Rule Category helps you ensure that the Rule configurations are aligned with the changing business requirements and legal regulations. Maintaining a Rule Category mainly involves editing the details, replacing the Operations Company, or deleting a Rule Category, if it is no longer required.

Editing a Rule Category

While editing a Rule Category configuration, you can perform the following actions:
  • Editing Basic Information: You can change identification details of the Rule Category, such as Name, Long Name, and Description.
  • Replacing Operations Company: You can replace the Operations Company for which the Rule Category is applicable.
  • Editing Status: You can edit the Active Date to another future date.
To edit a Rule Category, follow these steps:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Select Rule, and then select Rule Category.
  4. On the Rule Category landing page, follow either one of these options to open the Update Rule Category page.:
    • From More Menu in Action column of the respective Rule Category, select Edit.
    • From the Name column, select the required Rule Category to view its Summary page. Then from the Summary page, select Edit.
  5. To change the identification details of the Rule Category, under Basic Information, edit Name, Long Name, and Description.
  6. To replace the Operations Company for which this Rule Category is applicable, in the Operations Company section, select Replace option under Action, and select another Operations Company.

    Note:

    You can replace the Operations Company only if the Config ID that you used to create the Rule Category is in Open state.
  7. To change the date by which the Rule Category becomes active, edit the Active Date to another future date.
  8. Once you make the required changes to the Rule Category, select either Save to save the changes, or Save & Exit to save the changes and return to the landing page.

Deleting a Rule Category

You can delete a Rule Category if it is no longer required. Before deleting a Rule Category, ensure the following:
  • The Config ID used for creating the Rule Category is not closed.
  • The Rule Category is not used for creating any Rules.
To delete a Rule Category, follow the steps below:
  1. Access the Oracle Financial Services Cloud application.
  2. From Menu, select Configuration.
  3. Select Rule and then select Rule Category. This opens the Rule Category landing page.
  4. On the Rule Category landing page, follow either one of these options:
    • From More Menu in Action column of the respective Rule 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.