6.1.2.1 Searching for a Simplified Batch

The Search page allows you to restrict the batches visible within the summary table by any combination of Name, Folder, or Status. Search by Name is a wild card character search, that is, searching for Name-like pricing will find all batches that include pricing within their names.

To search for a Simplified Batch Rule, follow these steps:

1. Enter the desired search criteria and click Search.

   Click Reset to clear any search criteria and refresh the Simplified Batch summary page.

2. The search results are displayed in a tabular format containing all of the Simplified Batch Rule curves that meet the search criteria. The Simplified Batch Rules summary page offers several icons to perform the different functions when a Simplified Batch Rule is selected.
   • Add: Click the Add icon to begin the process of building a new Simplified Batch. The Add icon is disabled if any rows in the summary table are selected.
   • View: Select a single row in the summary table to enable the View icon. Click View to view the detailed definition of a Simplified Batch on a read-only basis. The View icon is only enabled when a single batch is selected.
   • Edit: Select a single row in the summary table to enable the Edit icon. Click Edit to modify an existing Simplified Batch. The Edit icon is only enabled when a single batch is selected.
   • Copy: Select a single row in the summary table to enable the Copy icon. Click Copy to create a copy of an existing Simplified Batch. The Copy icon is only enabled when a single Simplified Batch is selected. You can also duplicate a batch using the Save As from the Simplified Batch Detail page.
   • Delete: Select one or more rows in the summary table to enable the Delete icon. Click Delete to deletes the batch or batches are selected.
   • Run: Select a single row in the summary table to enable the Run icon. Click Run to execute the selected Simplified Batch rule. The Run icon is only enabled when a single Simplified Batch rule is selected. The As-of-Date and other parameters applicable to each task within a Simplified Batch will vary by task type. For more information, see the Specifying Task Parameters section in the OFS Analytical Applications Infrastructure User Guide.
   • Refresh: Click Refresh to refresh the Simplified Batch summary page, including updates to the Last Execution Date and Status.
3. To select a Simplified Batch Rule, select a check box in the first column of the table. More than one Simplified Batch Rules can be selected at a time, but this disables some of the action icons.

   You can select or deselect all the Simplified Batch Rules in the summary table by selecting the check box in the upper left-hand corner of the summary table directly to the left of the Name column header.

   The following list provides the Simplified Batch Rule details based on the search criteria.

   • Name: Displays the Simplified Batch rule's short name. Hover on a batch name displays the rule's system identifier, long name, and description.

     Note:

     The rule's long name consists of a concatenation of the Information Domain (Infodom) and the rule's short name. This long name is the name under which the batch is submitted internally through the Oracle Financial Services Analytical Applications (OFSAA) Infrastructure.
   • Creation Date: Displays the Date and Time at which a Simplified Batch rule was created.
   • Created By: Displays the name of the user who created a Simplified Batch rule.
   • Last Modification Date: Displays the Date and Time at which a Simplified Batch rule was last modified.
   • Last Modified By: Displays the name of the user who last modified a Simplified Batch rule.
   • Folder: Displays the name of the Folder in which a Simplified Batch rule is stored.
   • Last Execution Date: Displays the Date and Time at which a Simplified Batch was last executed.
   • Status: Displays the latest status for a batch rule and includes the following possible values: