10.6.1 Configuring Basic Details

This section describes how to configure the basic details.

To configure the basic details follow these steps:

  1. Click Use Template. The Use Template popup window is displayed.
  2. Select the KYC workspace template (KYCWorkspaceTemplate.zip) from the drop-down.

    The Update Schema Mapping window is displayed.

  3. Enter the following target schema field details:
    • New Data Schema : Enter the newly created schema ID.
    • New Data Source Name : Enter the production data source name.
  4. Click Update to update the basic details or click Cancel to exit the window.
  5. Enter the value for the fields displayed in the following table.
  6. Click Next to open the next page.

    Note:

    The field drop-down values are populated based on the registration in the OFSAA Environment.

    Table 10-3 Basic Details Fields and their Description

    Fields Description
    Workspace Code Enter the code of the workspace. This field is limited to 20 characters.
    Purpose Enter the purpose of the creation of the Workspace.
    User group

    Click on this field to display a list of User-group values. Select the required value.

    • Modeling Approver
    • Modeling Reviewer
    • Modeling User
    Type Select the type of Workspace as Simulation to perform simulation.
    Sub Type If you have selected Modeling, select the subtype of Workspace as Sandbox Workspace or Production Workspace.
    Application Type Select Know Your Customer.
    Production The KYC Production environment drop down value will be populated as a result of registering the OFSAA Environment Detail.
    Simulation The KYC Simulation environment drop down value will be populated as a result of registering the OFSAA Environment Details.
    Simulation Infodom Enter Infodom name.
    Simulation User Group Code Enter the User Group Code.
    Simulation User ID Enter the User ID.
    Simulation User Password Enter the User Password.
    Simulation DB Server Enter the BD application server IP address.
    Simulation DB Schema name Enter new Workspace Schema name.
    Simulation DB Password Enter new Workspace Schema password.
    Simulation JDBC Connection String

    Enter the connection String.

    For example: jdbc:oracle:thin:@<DBServerIP>:<port>/<Servicename>