1 Document Generation Service

This topic describes about the overview and authorization in Document Generation Service.

This topic contains the following subtopics:

• Overview
  This topic describes the overview of Document generation service.
• Authorization Process
  This topic provides systematic instructions to authorize and approve a report.

1.1 Overview

This topic describes the overview of Document generation service.

In Oracle Banking Microservices Architecture, a reporting subdomain is introduced to generate account statement and advices that can be printed or emailed.

These statements and guidance can be used in the following generic areas:

• Periodic communication to customers (For example, Account Statements)
• Adhoc communication (For example, Advices)
• Internal Bank statements

The flowchart below gives a high-level knowledge about the process of collecting and generating the statement:

Figure 1-1 Document Generation Service

Description of "Figure 1-1 Document Generation Service"

A detailed explanation of the flowchart is as follows:

1. Financial institutions, wanting to generate a report in a specified format, can create their own report template.
2. The Report Services module accepts the template as input by upload. For each template, the output format and template ID is configured.
3. Once the report request is received from the Source domain, the system identifies the report to be generated based on the report name.
4. As per the template configuration, system fetches additional data from the source domain.
5. The Report Maintenance module generates the output file as per defined format in report template linked to the report ID.
6. The Reports can be generated on adhoc or scheduled basis.
7. The output destination of the report is a file store location as per configuration.
8. The user must understand the role of a maker and checker in the reporting flow using the system.

   Figure 1-2 Report Maintenance

   
   

   
   Description of "Figure 1-2 Report Maintenance"

   
   

   Following actions can be performed on the Completed Tasks menu:

   Maker:

   • Uploads a report template.
   • View the report template.
   • Link the uploaded report.
   • View the report linkage.
   Checker:

   • View and authorize the report template uploaded.
   • View and authorize the linkage created by the maker.

1.2 Authorization Process

This topic provides systematic instructions to authorize and approve a report.

1. Navigate to the required screen.
2. Click Authorize.
   The reports pending for authorization displays.
3. Select the required report and click Approve.
   The report details displays in a widget.

   If the report is modified twice, the system displays two widgets with respective modification number along with the modified details.

4. Specify remarks for the approving the report in the Remarks field.
5. Click Confirm to authorize the reports.
   The reports are authorized successfully.

   Table 1-1 Authorization Process - Field Descriptions

   Field	Description
   <Mod Number>	View the modification version number. Note: This field is displayed in the widget.
   Done By	View the user who has done the modification. Note: This field is displayed in the widget.
   Done On	View the date on which the modification was done. Note: This field is displayed in the widget.
   Record Status	View the current record status of the report.p The possible options are: Open Close Note: This field is displayed in the widget.
   Once Auth	View whether the record is authorized at least once.This field is displayed in the widget. Note: This field is displayed in the widget.
   Compare	Click this button to view the following fields: Field Name Old Value New Value
   Field Name	View the elements that are being compared.
   Old Value	View the old values of the record.
   New Value	View the new values of the record.
   View	Click this button to view the following fields: Report Name Report Description Template Output Format
   Report Name	View the report name.
   Report Description	View the report description.
   Template	View the template.
   Output Format	View the output format.