Quick Tour

The following table provides a bird's eye view of the tasks and the order to execute these tasks using the application. Click the links to read the details of each task. You can use the links on this page to help you immediately begin using Oracle Financial Services Climate Change Analytics Cloud Service.

Table 2-3 Quick Tour

Order	Task	Who Does This?	Action
1	CPQ Order Placement	Tenant Admin	Subscribe to the application. You will receive a Welcome e-mail with the URL and temporary password. See Getting Started with Oracle Cloud.
2	Provision Users	Sys Admin	Configure the Security Management System (SMS) to create users, assign roles, and implement user authorization and authentication. For more information, see Getting Started with Oracle Cloud. Review Standard User Groups and Roles Create Groups and Roles Create/Import Users Assign applications and groups to users Send notification to users.
3	Load Global Preferences	CCA Admin or CCA Analyst	Perform the following tasks: Load Setup Master Data file to the Object store Execute Setup Master data loader Load Canvas threshold Data file to the Object store (Refer to the Download Specifications on MOS for data file preparation) Execute Canvas threshold data loader Load Unit of Measurement conversion Data file to the Object store (Refer to the Download Specifications on MOS for data file preparation) Execute Unit of Measurement conversion data loader Additionally, you must refer to the Reference Guide for Batch Information on MOS.
4	Configure Market data	CCA Admin or CCA Analyst	Configure the following data: Activate Currency Add Currency Exchange Rate For more information see Currency and Currency Exchange Rate.
5	Load Dimensions	CCA Admin or CCA Analyst	Load Dimension Data files to the Object store Execute the Dimension Data Loader Update the Dimension Data (Member, Attribute, or Hierarchy) from the Dimension Management feature. Refer to the Download Specifications for the data file preparation and the Reference Guide for Batch Information and preseeded dimensions on MOS.
6	Load GL Data	CCA Admin or CCA Analyst	Load the GL (Financial Statement Item) Data file to Object store Execute the GL Data Loader Refer to the Download Specifications for the data file preparation and to the Reference Guide for Batch information on MOS.
7	Load Source Data	CCA Admin or CCA Analyst	Load the Source Data files to Object store. For more information, refer to the Download Specifications on MOS & preseeded Data File Specifications for the data file preparation Execute the Source Data Loaders. For more information, refer to the Reference Guide for Batch information on MOS.
8	Load the Emissions Factor Source Data	CCA Admin or CCA Analyst	Load the Emissions Factor Source Data files to the Object store. For more information, refer to the Download Specifications on MOS & preseeded Data File Specifications for the data file preparation Execute the Emissions Factor Source Data. For more information, refer to the Reference Guide for Batch information on MOS.
9	Run Processing batches	CCA Analyst	Execute the Year-To Date (YTD) Loaders with the Consolidation or Standalone Parameter. For more information, refer to the Reference Guide for Batch information on MOS.
10	Generate Reports	CCA Analyst	Review the Reporting canvases. For more information, see the Reports document.