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 IFRS 9 Solution Cloud Service.

Table 2-2 Quick Tour

1	Configure the application preference and global preference	Configure the Application Preference, and Global Preference by using the Preferences screen.
2	Configure/load the mandatory dimensions	a. Create a legal entity dimension, members, and hierarchy.
		b. Create the organization unit dimension members and hierarchy.
		c. Create the product dimension members and hierarchy.
		d. Update or validate the out-of-the-box customer type dimension members.
3	Configure/load the optional dimensions	Create the dimension members and hierarchies (only for key dimensions)
4	Configure/load the external and Internal ratings	By using the dimension management UI or by using the Dimension Data Loader, create external and internal ratings.
5	Dimension loader	The Dimension Loader provides the option to load all required dimension members, attributes and hierarchies from a text file instead of creating them via the Dimension Management screen.
6	Configure the cashflow reference data	a. Define and load the interest rate curves.
		b. Define and load the economic indicators.
		c. Define and load the holiday calendars.
7	Configure cashflow assumptions	Configure the forecast rates.
		Configure the reprice patterns.
		Configure the behaviour patterns.
8	Currency and currency exchange rates	Activate the applicable currencies from the out-of-the-box provided currency list.
		Load the currency exchange rates.
9	Configure modelling set	Configure the modelling set for the required legal entity and organization unit.
10	Configure the stage determination and account classification assumptions	a. Configure the rating mapping rules.
		b. Configure the stage determination rules.
		c. Configure the stage curing rules.
		d. Configure the account classification rules.
11	Configure the amortization rules	Configure the amortization rules.
12	Stage the determination and account classification process	Configure the stage determination and account classification process.
13	Configure the amortization process	Configure the amortization process.
14	Data Maintenance Interface (Optional)	The Data Maintenance Interface (DMI) helps to design a Data Form in a user-specified format. Further, it allows you to perform maintenance activities by using the designed form.
15	Load the instrument data	Load the instrument data from text files by using data file administration and operation and processes scheduler.
16	Load the rating data	Load the origination and current external ratings data from text files by using the data file administration and operation and processes-scheduler.
17	Load the transaction data	Load the detailed transaction data from the text files by using the data file administration and operation and processes-scheduler.
18	Data Quality Framework (Optional)	The user can create data quality rules and run the same to validate data loaded in the staging area before promoting it to the processing data layer.
19	Cashflow Edit Rule (Optional)	Users can define the cashflow edit rules for validating and cleansing the Instrument Tables.
20	Cashflow Edit Process (Optional)	Users can define the cashflow edit process to run the already defined cashflow edit rules.
21	Execute the stage determination and account classification process	Execute the stage determination and account classification process from the scheduler feature, then stage determination and account classification process screen or from the scheduler feature.
22	Override stage and account classification	Override Stage and Account Classification by using the Override Screen Maker and Override Screen Checker screen.
23	Execute the amortization process	Execute the amortization process.