3.5 Copy Parameterization Data

This topic provides the systematic instructions to copy parameterization data from Oracle FLEXCUBE Investor Servicing environment to any other environment and vice versa.

The data from Oracle FLEXCUBE Investor Servicing can be exported into an excel sheet or an XML format. If Excel Export Required option is checked for a function id in the Function Description Maintenance screen, then an Export button is enabled in the summary screen of that function id.

In the Summary screen you can query records based on the query parameters available and then select the required records to be exported and click Export button. On clicking Export button, system would export the data into an excel sheet and opens the excel sheet with data populated. You can then save the excel sheet.

You can also import data into Oracle FLEXCUBE Investor Servicing environment using the Excel Import screen.

  1. On Home screen, type CSDXLUPD in the text box, and click Next.
    The Excel Import screen is displayed.

    Figure 3-4 Excel Import


    Description of Figure 3-4 follows
    Description of "Figure 3-4 Excel Import"

  2. On Excel Import screen, click New to enter the details.
    For more information on fields, refer to the field description table.

    Table 3-3 Excel Import - Field Description

    Field Description
    File Name

    Select the excel file to be imported by clicking Browse button.

    Total No of Records

    The total number of records to be uploaded is displayed here.
    Function Identification

    The function id mentioned in the excel file chosen is displayed here.
    Batch Reference

    The unique reference number generated for an upload is displayed here.
    Post Upload Status
    Select the status to be set for the file post upload, from the drop-down list. The following statuses are available in the drop-down list:
    • Authorized
    • Unauthorized
    • Hold
    Override Action
    Select the action to be taken if an override message is encountered, from the drop-down list. The following options are available:
    • Ignore
    • Error
    Action

    The action is displayed here.
    No of failed records

    The total number of records which failed to get uploaded is displayed here.
    Generate or Upload
    Select the action to be taken for importing the file, from the drop-down list. The following options are available for selection:
    • Generate – Select this option if an XML has to be generated from the imported file. This will be stored in the path maintained in CSBT_PARAM parameter EXCEL_IMPORT_XML_SPOOL_AREA
    • Upload – Select this option if the data has to be uploaded as an excel file itself.

    Note: To start the upload process click Upload button. Once you click this button system starts importing the data from the excel file.

    Source

    Specify the source code of the file to be used for generating the XML file. You need to specify the source if you have chosen Generate option in the Generate or Upload field.

    Excel File Upload Details

    The following details are captured here:
    Record Id

    The unique number of the record uploaded is displayed here.
    Record Key

    The record key is displayed here.
    Status

    The upload status of the record is displayed here.
    Excel Upload Errors

    The following details are displayed here.
    Record Id

    The unique number of the record, which encountered error while uploading, is displayed here.
    Error Code

    The error code corresponding to the error encountered during upload is displayed here.
    Error Message

    The error message corresponding to the error code displayed is defaulted here.

Parent topic: Common Operations