8.5 Uploading Excel Data

Excel upload is a process wherein the data for a particular table is uploaded into the system as the base data according to the configurations. Once the data is uploaded, the data can be modified using the user interface.

  • FCC_OB_RISK_CATEGORY.xls : This excel has the configurations for risk category and case creation for a range of scores for the customer type and jurisdiction. Once the data is uploaded into the system the data can be modified using the user interface.
  • FCC_OB_RSK_PRMS_JRSD_CUST_MAP.xls : This excel has the risk parameter configurations applicable to customer type and jurisdiction. Once the data is uploaded into the system the data can be modified using the user interface.
  • FCC_OB_RSKPRMS_JRSDCUST_MAP_ST.xls: This Excel has the Risk Parameter configurations applicable to Customer Type and Jurisdiction along with config_id to track changes made to risk parameters. Whenever data is uploaded using the FCC_OB_RSK_PRMS_JRSD_CUST_MAP.xls, the same data has to be uploaded in this excel along with a new column config_id. If the “FCC_OB_RSKPRMS_JRSDCUST_MAP_ST” table has data, then update the column config_id with the max(config_id)+1. If there is no data in the “FCC_OB_RSKPRMS_JRSDCUST_MAP_ST” table, update the column ‘config_id’ as 1.
  • FCC_OB_RISK_PARAMS.xls : This Excel allows the user to add new rules or parameters. The application is pre-packaged with ready-to-use rules and parameters which are available once you install the KYC application. This excel can be used only to add any new rules or parameters if required for the specific installation.

  • Note:

    Any new parameter id must begin with 500.

To view the Excel sheet, go to FIC_HOME/ftpshare/STAGE/ExcelUpload/TEMPLATE.

To upload the Excel sheet, follow these steps:

  1. Log in to the KYC application. For more information, see Getting Started.
  2. Click Common Tasks, select Unified Metadata Manager, and click Data Entry Forms and Queries.
  3. Click Bulk Upload and select Excel Upload (Atomic).
  4. Click Excel Upload to select the Excel sheet that you want to upload.
  5. In the Excel File to Upload section, click Choose File to select the file you want to upload.

    Note:

    During the upload, the name of the Excel must be the same as the name provided in the template. If there is any discrepancy, the upload will fail.
  6. In the Excel-Entity Mappings section, click the arrow and select the file you want to upload. A few of the fields are displayed as a preview.
  7. Click Upload.

    The selected Excel sheet is now uploaded. To view the Excel upload logs, click View Log.