1. Analytical Application Infrastructure User Guide
  2. Data Maintenance Interface

10 Data Maintenance Interface

Data Maintenance Interface (DMI) helps to design a Data Form in a user-specified format. Further, allows to perform maintenance activities using the designed Form.

Data Form Designer

The designer allows the user to design a form to maintain the underlying data.

Data Maintenance

This allows the user to maintain the design either through the form that has been defined using Form designer or do a Bulk upload using the Excel upload mechanism. A strong data governance process is enabled through an approval workflow of the data maintained.

The Data Maintenance Interface (DMI) feature of OFSAAAI provides the capability to add or modify data in any table in the Atomic Schema. The feature adopts a role-based approach so that different users in your organization can perform the various stages involved in the modification of the table data. The different stages also go through an approval cycle that also follows a role-based approach.

The modification of the table data by using the DMI features involves the following main processes:
  • Configuring the required table and its attributes by using a template.
  • Performing the data entry for the configured templates.

    The configuring of the table and its attributes is achieved by using a template called Forms Definition. You can use any of the following methods to configure the template:

  • Use an Excel file with pre-existing data to modify the required table.
  • Use the Designer option to configure the required table and its attributes

When the Forms Definition is approved, the data entry for the template can be performed.

If the template is created by using an Excel file, the data entry involves the verification of table records that are added or modified by the Excel file. The verified records are then sent for final approval.

If the template is created by using the Designer option, the data entry involves entering the values for the table records. These records are then sent for final approval.

For example, consider the scenario where an Analyst in a Bank wants to modify the attributes, ACCOUNT BRANCH CODE and ACCOUNT DESCRIPTION in the table DIM_ACCOUNT. The Analyst can create the Forms Definition by using an Excel file with pre-existing data and request a supervisor to validate and approve the Forms Definition. When it is approved, a member of the operations team can perform the data entry by verifying the records modified by the Excel file. The verified records are then sent for approval.

Note:

To use this feature:
  • You must apply the mandatory patch 34794130 on top of installing the OFS AAI 8.1.2.1.0 ML.
  • Oracle Financial Services Analytical Applications Infrastructure Extension Pack (OFS AAIEP) is required. For more details, refer to OFS AAIEP Release Notes.

Prerequisites

The following prerequisites are essential to access and perform functions in the DMI user interface.

Enabling DMI User Interface in Application Menu Tree

You can configure DMI to appear in any relevant menu of your choice in the application. For example, you could add to Common Tasks . Add the 'AAI_DMI' menu entry to aai_menu_tree table (CONFIG) Schema to enable the DMI in the LHS menu. After you have added the menu tree, follow the instructions described in the section User Role Mapping and Access Rights.

User Role Mapping and Access Rights

User access to the DMI UI and the ability to perform functions in it is dependent on the mapping of the user profile to the roles in the OFS AAI application and the access rights assigned. To access the following DMI windows, Users of DMI must be mapped to the following groups in OFSAA:

Table 10-1 User Role Mapping for DMI

Role Code Role Name Functionality
DMIDSGNREAD Data Designer Read Assign this role to the user to access the Designer View menu from the Navigation Tree. NOTE: The mapping of this role does not allow view, edit and add actions.
DMIDSGNAUTH Data Designer Auth Assign this role to the user to Authorize, Excel Upload, and Designer Summary.
DMIDSGNREJ Data Designer Reject Assign this role to the user to Reject , Excel Upload, and Designer Summary.
DMIDGNFORM Data Designer Form Assign this role to the user to Create Designer Form Definition.
DMIDGNTEMPLATE Data Designer Template Assign this role to the user to Create Excel upload Definition.
DMIDSGNDEL Data Designer Delete Assign this role to the user to Delete, Excel upload, and Designer Summary.
DMIDGNVIEW Data Designer View Assign this role to the user to Create View Definition.
DMIDSGNWRITE Data Designer Write Assign this role to the user to Add, Edit and Copy all kinds of definitions in Designer screen.
DMIDATAREAD Data Entry Read Assign this role to the user to access the Data View menu from the Navigation Tree.NOTE: The mapping of this role does not allow view, edit, and add actions.
DMIDATAALL Data All Summary Assign this role to view the list of all Component Records in Data Entry Screen.
DMIDATAWRITE Data Entry Write Assign this role to the user to Add, Edit Records in Data Entry Screen.
DMIDATAAUTH Data Entry Auth Assign this role to Authorize a Record Summary in Data Entry Screen.
DMIDATAREJ Data Entry Reject Assign this role to Reject a Record Summary in Data Entry Screen.
DMIDATADEL Data Entry Delete Assign this role to Delete a Record Summary in Data Entry Screen.