Table of Contents

• Title and Copyright Information
• 1 Getting Started with Oracle Financial Services Cloud
  • Default Configurations
• 2 Understanding Configuration Lifecycle
  • Creating Config ID
  • Using an Existing Config ID
  • Deleting Config ID
  • Closing Config ID
  • Editing a Configuration after Closing the Config ID
• 3 Understanding Configuration Movement
  • Initiating Configuration Movement from Non-Production to Pre-Production
  • Initiating Configuration Movement from Pre-Production to Production
• 4 Configurations
  • Understanding ID Generation
    • Configuring Company ID Generator
    • Configuring User Group ID Generator
    • Configuring Business Rule ID Generator
  • Understanding Tenancies
    • Editing Tenant Details
  • Understanding Companies
    • Creating Operations Company
    • Creating Marketing Company
    • Creating Operations Company Hierarchy
  • Understanding Data
    • Creating Data
      • Creating a User Defined Data
      • Creating a Field Group
      • Creating a Field
      • Creating a Structure
      • Creating a Format
    • Maintaining Data
      • Maintaining a User Defined Data
      • Maintaining a Field Group
      • Maintaining a Field
      • Maintaining a Structure
      • Maintaining a Format
  • Understanding Rules
    • Configuring a Rule
      • Creating a Rule Category
      • Creating a Rule
    • Maintaining Rules
      • Maintaining a Rule Category
      • Maintaining a Rule
  • Understanding Digital Asset
    • Creating Digital Asset Configuration
      • Creating a Digital Asset Category
      • Creating a Digital Asset Configuration
    • Mainitaining Digital Asset Configuration
      • Maintaining a Digital Asset Category
      • Maintaining a Digital Asset Configuration
  • Understanding and Configuring Operations Company Supplier Service Instance
    • Creating and Editing Operations Company Supplier Service Instance
    • Deleting Operations Company Supplier Service Instance
• 5 Operations
  • Credential Maintenance of Operations Company Supplier Service
• 6 Understanding Security Management
  • Secure Configurations
  • Post Initial Configuration
• 7 Understanding User Management
  • Creating Employee
  • Creating Operator
    • Creating Employee as Operator
    • Setting Up Employee as Operator
    • Configuring Login for an Operator
• 8 Understanding Entitlements Management
  • Configuring Transaction
    • List of Pre-configured Transactions
  • Creating Transaction Group
    • Creating Transaction Group Hierarchy
  • Creating User Group
    • Adding Users to User Group
    • Creating User Group Hierarchy
  • Associating Transaction Group with User Group
• 9 Understanding Batch Processing
  • Creating a Schedule
  • Creating a Batch Configuration
  • Uploading a File to a Batch using API
  • Batch Execution
  • Maintaining Batches and Schedules
    • Maintaining a Schedule
    • Maintaining a Batch Configuration
• 10 Known Issues in Oracle Financial Services Cloud
• 11 Financial Services Cloud Support