7.4 Create and Execute Revaluation Process

To create and execute the Revaluation process, follow these steps:

1. 1. From OFSAA Home, select the Financial Services Balance Computation Engine, then select Orchestration, select Process Modeller. The Process Modeller page is displayed.

   Figure 7-2 Navigate to the Process Modeller page

   
   

   

   
   
2. In the Process Modeller page, click the Add icon. The Process Details page is displayed.

   Figure 7-3 Process details for revaluation Process Page

   
   

   

   
   
3. Enter or select the required values for each field.

   Table 7-1 Process Details page field names and description

   Field Name	Description and instruction
   Process ID	This value is automatically generated.
   Process Name	Enter a unique and easily recognizable value in the Process Name field.
   Process Description	Enter a unique and easily recognizable value in the Process Description field.
   App Package ID	Select the required application package in which the process must be created from the drop-down list.
   Type	Select the required process type from the Type drop-down list. The options are as follows: Sub Run Process Run Pipeline Workflow Pipeline
   Registered Topics	NOTE: This functionality is currently not applicable to OFSBCE.
   Spark DB	Enable the Spark DB option if you are executing the Run for Hive metadata.
   Infodom	Select the information domain from the Infodom drop-down list in which the Run Pipeline must be created. The list displays all the infodoms mapped to the applications configured in your OFSAA instance.
   Tag	Enter the text that can be used as search keywords or helpful in defining a relationship between two or more pipelines.
   Segment	Select the application segment. The options are as follows: BCESEG: OFSBCE segment

4. To save the details, click the Save icon. The Process Flow canvas is displayed.
5. In the Process Flow canvas page, design a Revaluation Process flow Run pipeline. By default, START from the toolbar appears. This Start activity indicates the beginning of the process. The Process Flow tab contains a floating toolbar and a drawing canvas. Use the drawing canvas to design the process flow with the Activity, Transition, and Widget components available in the toolbar. In the illustration, each Service Task represents GL type for Assets, Liabilities, Expenses, Revenue, Gains, Losses, Contra Asset, Contra Liability, and Owner’s Equity set in the Revaluation Settings section.

   For more information, see the Service Tasks section in the Oracle Financial Services Analytical Applications Infrastructure Process Modelling Framework Orchestration Guide Release 8.1.1.0.0

   Figure 7-4 Creation of Balance Revaluation Management Ledger process flow

   
   

   

   
   

   Note:

   Revaluation Management Ledger pipeline must be executed only once for an As of Date for a given set of input.
6. Click the Save icon to save the Revaluation Process Flow.
7. The Revaluation Process is listed in the Process Modeller page. To select the Run parameters and execute the Run, follow these steps:
   1. In the Process Modeller page, click the More icon corresponding to the Revaluation Process Run Pipeline that needs to be executed.

      Figure 7-5 Balance Revaluation Management Ledger process - Select Execute Run

      
      

      

      
      
8. When you click Execute Run, the Execution page is displayed.

   Figure 7-6 Balance Revaluation Management Ledger process - Execution Page Without Parameters

   
   

   

   
   
   1. Enter and select the required details to execute the Run without parameters.
   2. To execute with parameters, select With Parameters in the Execution Type list.

      Figure 7-7 Balance Revaluation Management Ledger Process - Execution Page With Parameters

      
      

      

      
      

      Note:

      The values are fetched from the FSI_EXCG_RATES and SETUP_MASTER tables.
   3. Select or enter the required values for each field as follows.

      Table 7-2 Balance Revaluation Management Ledger Process - Execution Page With Parameters and description

      Field Name	Description or Instruction
      FIC MIS Date	Use the calendar icon to select the extraction date.
      Currency	Use the selection icon to select the Currency Code used to calculate the amount during the data population in the target table.
      Data Origin	Use the selection icon to select the required Data Origin from the Available Values list and click OK.
      Rate Type	Select the Rate Type from the drop-down list. The options are as follows: Average Daily End of Period

9. To save the details and execute the Run, click the Save icon. The Run execution begins.

   Note:

   The execution of the Run Pipeline is triggered using the selected FIC MIS DATE. The Run SKey is generated and inserted into the DIM_RUN table. For the Run SKey generated, the corresponding user-selected Run parameters are inserted into the RUN_EXE_PARAMETERS table.

   Note:

   See the Oracle Financial Services Analytical Applications Infrastructure Process Modelling Framework Orchestration Guide Release 8.1.1.0.0 for information about the following topics:

   • To verify the Run Execution, see the Process Monitor section.
   • To abort, resume, or rerun the Run Pipeline Process, see the Abort Run Pipeline, Resume Run Pipeline, and Re-run Run Pipeline sections respectively.
   • To verify the execution logs, see the Viewing Activity Execution Logs and Viewing Execution Log for Widgets sections.
10. To verify the Run execution of the Balance Revaluation Management Ledger process, follow these steps:
    1. To open the Process Monitor page, in the Process Modeller page, click or select Process Flow Monitor from the Process Modeller menu.

       Figure 7-8 Process Monitor Menu

       
       

       

       
       
    2. The Process Monitor page is displayed listing all the Run instances corresponding to the Balance Revaluation Management Ledger process. In the Process Monitor page, search by Process ID, or by the Process Name Balance Revaluation Management Ledger, and select the process instance for the required Run pipeline (process) that was executed.

       Figure 7-9 Balance Revaluation Management Ledger Process – Process Monitor Page – Select Job ID

       
       

       

       
       
11. A status is displayed, which shows the execution status of the executed Run for the Balance Revaluation Management Ledger process. In this illustration, the Run for the Revaluation is successfully executed.

    Figure 7-10 Balance Revaluation Management Ledger process – Run Execution status

    
    

    

    
    

    For information about the complete functioning of the PMF, see the Oracle Financial Services Analytical Applications Infrastructure Process Modelling Framework Orchestration Guide Release 8.1.1.0.0.

    You can also check the details of execution status in the Execution Summary page.