1 About This Content

This guide explains the concepts behind the Oracle Financial Services Enterprise Case Management (OFS ECM) application and provides comprehensive instructions for system administration, daily operations, and maintenance.

Who Should Use this Guide

This Administration and Configuration Guide is designed for use by the Administrators. This user configures, maintains, and adjusts the system. The Administrator is usually an employee of a specific Oracle customer, who maintains user accounts and roles, assigns cases to users, manages case designer, configures and executes batch, and so on.

How this Guide is Organized

This Administration and Configuration Guide includes the following chapters:

• About Oracle Financial Services Enterprise Case Management, provides a brief overview of the Oracle Financial Services Enterprise Case Management application architecture, and its components.
• Getting Started includes instructions on how to configure your system, access ECM, and exit the application.
• Managing User Administration and Security Configuration provides instructions to set up and configure the Security Management System (SMS) to support ECM application, user authentication, and authorization.
• Pre-batch Execution Configuration, provides the details of pre-batch configuration activities
• Performing Batch Run, provides the process to start, execute, and end batch.
• Loading Data, provides the details to load the data from various sources to the ECM application
• Configuring Correlation, provides the concept and configuration of correlation.
• Scoring, provides the concept behind scoring, methods, and types of scoring
• Promoting to Case (PTC), provides the configuration of promote to case activity.
• Configuring Processing Modelling Framework (PMF), provides the concept of PMF, pre-configuration activities, and configuring workflows.
• Managing Case Designer, provides step-by-step instruction to configure case class, case type, case attributes, case workflow, and case entities.
• General Configuration, provides instructions to configure general parameters for case management.
• Configuring Administration Tools, provides instructions to configure parameters specific to administration tools.
• Configuring Actions, provides procedures to configure the list of available actions.
• Configuring Web Application, provides customization features available in the Web Application UI. This chapter contains information to configure session time out.
• List of Processes and Tasks provides the details of batch processes and tasks.

Where to Find More Information

For more information on the ECM, see the following documents in the Oracle Help Center (OHC):

• Oracle Financial Services Enterprise Case Management Application Release Notes or ReadMe
• Oracle Financial Services Enterprise Case Management Application User Guide
• Oracle Financial Services Enterprise Case Management Application Installation Guide
• Oracle Financial Services Data Model (FSDM) Guide

Additionally, for more information on the Oracle Financial Services Analytical Applications Infrastructure (OFSAAI) documentation, see the Oracle Help Center (OHC):

• Oracle Financial Services Analytical Applications Infrastructure User Guide
• Oracle Financial Services Analytical Applications Infrastructure Installation and ConfigurationOracle Financial Services Analytical Applications Infrastructure Installation and Configuration.

Documentation Accessibility

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Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Conventions

The following text conventions are used in this document.

Convention	Meaning
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