Table of Contents

• List of Examples
• List of Figures
• List of Tables
• Title and Copyright Information
• 1 About This Guide
• 2 What is New in This Release
• 3 Getting Started
  • 3.1 About this Guide
  • 3.2 About Oracle Financial Services Model Management and Governance
  • 3.3 Workflow
  • 3.4 Components
    • 3.4.1 Workspaces
    • 3.4.2 Datasets
    • 3.4.3 Model Pipelines
    • 3.4.4 Model Actions
    • 3.4.5 Graphs
    • 3.4.6 Scheduler Service
    • 3.4.7 Audit Trail
    • 3.4.8 Data Studio Options
    • 3.4.9 Object Migration
    • 3.4.10 Model Libraries
    • 3.4.11 Model Techniques
    • 3.4.12 Model Catalog
  • 3.5 Managing User Groups
    • 3.5.1 User Groups
    • 3.5.2 Role Mapping
    • 3.5.3 Function-Role Matrix for Conda CRUD Operations
  • 3.6 Sign in
• 4 User Interface
  • 4.1 Home Page Components
    • 4.1.1 Home
    • 4.1.2 Health
    • 4.1.3 Notification
    • 4.1.4 Profile
  • 4.2 Mega Menu Components
    • 4.2.1 Modeling
    • 4.2.2 Orchestration
    • 4.2.3 More
  • 4.3 Using the Application
  • 4.4 Execute the Production Workspace Models from Analytical Applications Infrastructure
• 5 Access MMG from Analytical Applications Infrastructure
• 6 Workspaces
  • 6.1 Create a Workspace
    • 6.1.1 Configure Basic Details
    • 6.1.2 Configure Workspace Schema
    • 6.1.3 Configure Data Sourcing
    • 6.1.4 Configure Metadata Sourcing
    • 6.1.5 Validate Workspace
    • 6.1.6 Display Summary
  • 6.2 View a Workspace
  • 6.3 Populate a Workspace
  • 6.4 Edit a Workspace
  • 6.5 Delete a Workspace
  • 6.6 Download a Workspace
  • 6.7 Managing Data Sources
  • 6.8 File Manager
• 7 Administration
  • 7.1 Data Stores
    • 7.1.1 Adding a Data Store
    • 7.1.2 Viewing the Data Store Details
  • 7.2 Conda Environments
    • 7.2.1 Register a Conda Environment
    • 7.2.2 Create a Conda Environment
    • 7.2.3 Edit a Conda Environment
    • 7.2.4 View a Conda Environment
    • 7.2.5 Deregister a Conda Environment
    • 7.2.6 Inspect a Conda Environment
      • 7.2.6.1 Remove Environment
      • 7.2.6.2 Clone Environment
      • 7.2.6.3 Export Environment
      • 7.2.6.4 Edit a Conda Environment Description
      • 7.2.6.5 Add or Remove Environment Tags
      • 7.2.6.6 Search All Packages
      • 7.2.6.7 View Package Properties
      • 7.2.6.8 Update Package
      • 7.2.6.9 Remove Package
    • 7.2.7 Clone Environment
    • 7.2.8 Export Environment
    • 7.2.9 Modify Conda Settings
    • 7.2.10 View Conda Properties
    • 7.2.11 Using the .condarc Conda Configuration File
  • 7.3 API Registry
    • 7.3.1 Configure an API
    • 7.3.2 View an API Registry
    • 7.3.3 Edit an API Registry
    • 7.3.4 Delete an API Registry
  • 7.4 Kafka Topics
    • 7.4.1 Create a Kafka Cluster
    • 7.4.2 Delete a Kafka Cluster
    • 7.4.3 Register a Kafka Topic
    • 7.4.4 View a Kafka Topic
    • 7.4.5 Edit a Kafka Topic
    • 7.4.6 Delete a Kafka Topic
  • 7.5 OFSAA Environment
  • 7.6 Data Studio Options
    • 7.6.1 Configure Interpreters
    • 7.6.2 Manage Tasks
    • 7.6.3 Manage Tasks
    • 7.6.4 Manage Credentials
    • 7.6.5 Configure Templates
• 8 Modeling
  • 8.1 Dataset
    • 8.1.1 Access the Dataset Summary
    • 8.1.2 Create a Dataset
      • 8.1.2.1 Creating a Dataset
        • 8.1.2.1.1 Define Pipeline Characteristics
        • 8.1.2.1.2 Source Selection
        • 8.1.2.1.3 Create a Dataset
          • 8.1.2.1.3.1 Joining Tables
          • 8.1.2.1.3.2 Filtering Tables
          • 8.1.2.1.3.3 Viewing Profile
        • 8.1.2.1.4 Dataset Transformation
          • 8.1.2.1.4.1 Create New Feature
          • 8.1.2.1.4.2 Add Data Transformation
          • 8.1.2.1.4.3 Sample Custom Scripts
          • 8.1.2.1.4.4 Transformations
          • 8.1.2.1.4.5 View Reports
          • 8.1.2.1.4.6 Re-ordering of Transformations
    • 8.1.3 View a Dataset
      • 8.1.3.1 Overview
      • 8.1.3.2 Data
      • 8.1.3.3 Profile Summary
        • 8.1.3.3.1 Start Profiling
          • 8.1.3.3.1.1 Analyze Profiles
          • 8.1.3.3.1.2 Compare Profiles
          • 8.1.3.3.1.3 Stop Profiling
      • 8.1.3.4 Model Monitor
        • 8.1.3.4.1 Stop the Model Monitoring
        • 8.1.3.4.2 Viewing the Model Summary
        • 8.1.3.4.3 Viewing the Model Latest Report
        • 8.1.3.4.4 Viewing the Model Execution History
      • 8.1.3.5 Data Drift Summary
        • 8.1.3.5.1 Disabling the Data Drift Monitoring
        • 8.1.3.5.2 Start the Data Drift Monitoring
        • 8.1.3.5.3 Viewing the Data Drift Summary Report
        • 8.1.3.5.4 Deleting the Data Drift Summary Report
      • 8.1.3.6 Fairness
      • 8.1.3.7 Data Lineage
      • 8.1.3.8 Audit History
      • 8.1.3.9 Create a Cache Snapshot
    • 8.1.4 Edit a Dataset
    • 8.1.5 Delete a Dataset
    • 8.1.6 Python functions for accessing Dataset from Model Pipelines/Notebooks
      • 8.1.6.1 List tags of Datasets Cached from UI
      • 8.1.6.2 Delete Cached Dataset
      • 8.1.6.3 List all Datasets with Metadata saved from UI
      • 8.1.6.4 Fetch Dataset in Notebook
      • 8.1.6.5 Cache User's Dataframe from Notebook
      • 8.1.6.6 Fetching Data Frame Cached from Notebook
      • 8.1.6.7 List Tags of all Data Frames Cached from Notebook
  • 8.2 Model Libraries
    • 8.2.1 Edit a Model Library
    • 8.2.2 Delete a Model Library
  • 8.3 Model Technique
    • 8.3.1 Edit a Model Technique
    • 8.3.2 Delete a Model Technique
  • 8.4 Model Catalog
    • 8.4.1 Model Objective
      • 8.4.1.1 Add a Model Objective
      • 8.4.1.2 View a Model Objective
        • 8.4.1.2.1 Upload a Model
        • 8.4.1.2.2 Build a Model
          • 8.4.1.2.2.1 Model Details
          • 8.4.1.2.2.2 Pre–Processing Stage
          • 8.4.1.2.2.3 Model Training Stage
          • 8.4.1.2.2.4 Model Validation Stage
          • 8.4.1.2.2.5 Model Summary
        • 8.4.1.2.3 View Details of a Model
        • 8.4.1.2.4 Setting the Model as Champion
        • 8.4.1.2.5 Delete a Model
      • 8.4.1.3 Delete a Model Objective
  • 8.5 Pipelines
    • 8.5.1 Prerequisites
    • 8.5.2 Access Model Pipelines
    • 8.5.3 Manage Models
      • 8.5.3.1 Create Objective (Folders)
      • 8.5.3.2 Create Draft Models
      • 8.5.3.3 Create Seeded Models
        • 8.5.3.3.1 Model Report
        • 8.5.3.3.2 Download a Model
        • 8.5.3.3.3 Delete
        • 8.5.3.3.4 Cloning a Model
    • 8.5.4 Pipeline Designer
      • 8.5.4.1 Pipeline Canvas
        • 8.5.4.1.1 Create Paragraphs using Pipeline Designer
          • 8.5.4.1.1.1 Create a Pipeline
          • 8.5.4.1.1.2 Create Script Template
          • 8.5.4.1.1.3 Dashboard
          • 8.5.4.1.1.4 Notebook
          • 8.5.4.1.1.5 Simulations
          • 8.5.4.1.1.6 Execution History
          • 8.5.4.1.1.7 Compare
    • 8.5.5 Publish Data Studio
    • 8.5.6 Scope Detail
      • 8.5.6.1 View Model Details
    • 8.5.7 Model Governance
      • 8.5.7.1 Request Model Acceptance
      • 8.5.7.2 Review Models and Move to Approve or Reject
      • 8.5.7.3 Approve Models and Promote to Production
      • 8.5.7.4 Deploy Models in Production and Make it a Global Champion
    • 8.5.8 Import a Model Data into a New Model
    • 8.5.9 Execute Models using Scheduler Service
      • 8.5.9.1 Define a Task
      • 8.5.9.2 When Component is Model
      • 8.5.9.3 When Component is Populate Workspace
      • 8.5.9.4 SS $RUNSK support for processing Delta Data by Data Pipeline and Match Rules
    • 8.5.10 Import / Export Models via Utility
    • 8.5.11 View Models
    • 8.5.12 Edit Models
    • 8.5.13 Delete Objectives and Draft Models
    • 8.5.14 Programmatic Dynamic Forms and Fixed Dynamic Forms
  • 8.6 Graphs
    • 8.6.1 Accessing the Graph Summary Page
      • 8.6.1.1 Adding a Graph Pipeline
      • 8.6.1.2 Create a Node
      • 8.6.1.3 Create an Edge
      • 8.6.1.4 Zoom In and Zoom Out
      • 8.6.1.5 Edit a Graph Pipeline
      • 8.6.1.6 Delete a Graph Pipeline
      • 8.6.1.7 Edit a Node
      • 8.6.1.8 Delete a Node
    • 8.6.2 Schedule Details
    • 8.6.3 Audit History
    • 8.6.4 Execution History
    • 8.6.5 Analyses
• 9 Orchestration
  • 9.1 Scheduler Service
    • 9.1.1 API Endpoints for Export/Import Scheduler Objects
    • 9.1.2 Scheduler Service Dashboard
    • 9.1.3 Configure Batch and Batch Groups
      • 9.1.3.1 Create a Batch
      • 9.1.3.2 Manage Batch
      • 9.1.3.3 Create a Batch Group
      • 9.1.3.4 Manage Batch Group
      • 9.1.3.5 Define Batch
        • 9.1.3.5.1 Batch
          • 9.1.3.5.1.1 Edit a Batch
          • 9.1.3.5.1.2 Copy a Batch
          • 9.1.3.5.1.3 Delete a Batch
        • 9.1.3.5.2 Batch Group
          • 9.1.3.5.2.1 Edit a Batch Group
          • 9.1.3.5.2.2 Copy a Batch Group
          • 9.1.3.5.2.3 Delete a Batch Group
      • 9.1.3.6 Define Tasks
        • 9.1.3.6.1 Batch
          • 9.1.3.6.1.1 Modify a Task
          • 9.1.3.6.1.2 Delete a Task
        • 9.1.3.6.2 Batch Group
          • 9.1.3.6.2.1 Define Task Precedence
    • 9.1.4 Configure Tasks
      • 9.1.4.1 Add Task to a Batch or Batch Group
      • 9.1.4.2 Manage Tasks
      • 9.1.4.3 Define Task Precedence
      • 9.1.4.4 Exclude or Include Tasks
    • 9.1.5 Schedule Batch or Batch Group
      • 9.1.5.1 Execute a Batch/Batch Group
      • 9.1.5.2 Schedule a Batch/Batch Group
        • 9.1.5.2.1 Schedule Once
        • 9.1.5.2.2 Schedule Daily
        • 9.1.5.2.3 Schedule Weekly
        • 9.1.5.2.4 Schedule Monthly
        • 9.1.5.2.5 Schedule Cron Expression
        • 9.1.5.2.6 Pause a Batch
        • 9.1.5.2.7 Re-start a Batch/Batch Group
        • 9.1.5.2.8 Re-run a Batch/Batch Group
        • 9.1.5.2.9 Edit Dynamic Parameters
        • 9.1.5.2.10 Task Definitions of a Batch/Batch Group
          • 9.1.5.2.10.1 Exclude or Include Tasks
          • 9.1.5.2.10.2 Hold or Release Tasks
          • 9.1.5.2.10.3 Pre-Conditions for a Batch Group
      • 9.1.5.3 Edit Dynamic Parameters
        • 9.1.5.3.1 Accessing Scheduler Optional Parameters Inside Studio Model Paragraphs
    • 9.1.6 Monitor Batch or Batch Groups
      • 9.1.6.1 Batch Group
    • 9.1.7 External Interface Component Scheduler Service
• 10 More
  • 10.1 Object Migration
    • 10.1.1 Export Objects
      • 10.1.1.1 Search Objects to Export
      • 10.1.1.2 Create Migration Export Object Definitions
      • 10.1.1.3 View Migration Objects to be Exported
        • 10.1.1.3.1 View Log of Migration Objects Exported
        • 10.1.1.3.2 View Details of Exported Migration Objects
      • 10.1.1.4 Export Migration Objects
      • 10.1.1.5 Edit Exported Migration Definitions
      • 10.1.1.6 Delete Exported Migration Definitions
    • 10.1.2 Import Objects
      • 10.1.2.1 Search Objects to Import
      • 10.1.2.2 Create Import Object Definitions for Migrations
      • 10.1.2.3 View Migration Objects to be Imported
        • 10.1.2.3.1 View Log of Migration Objects Imported
        • 10.1.2.3.2 View Details of Imported Migration Objects
      • 10.1.2.4 Import Migration Objects
      • 10.1.2.5 Edit Imported Migration Definitions
      • 10.1.2.6 Delete Imported Migration Object Definitions
    • 10.1.3 Prerequisites to Migrate Objects
    • 10.1.4 Migration Object Types
      • 10.1.4.1 Schedule
      • 10.1.4.2 Batch
      • 10.1.4.3 Batch Group
      • 10.1.4.4 Pipeline
      • 10.1.4.5 Threshold
      • 10.1.4.6 Job
      • 10.1.4.7 PMF_Process
      • 10.1.4.8 Roles
      • 10.1.4.9 Groups
  • 10.2 Model Actions
  • 10.3 Audit Trail
• A APIs for Model Pipelines
• B Public APIs for Scheduler Operations