Table of Contents

• Title and Copyright Information
• 1 Preface
  • 1.1 Audience
  • 1.2 Access to Oracle Support
  • 1.3 Related Documents
  • 1.4 Conventions
  • 1.5 Abbreviations
• 2 About Price Creation and Discovery
  • 2.1 Salient Features
  • 2.2 Components
  • 2.3 Business Process Flow
  • 2.4 User Roles and Actions
  • 2.5 User Access
  • 2.6 Oracle Financial Services Price Creation and Discovery Run Chart
• 3 General Features
  • 3.1 OFSAAI Home Page
  • 3.2 Components of OFS PCD Homepage
  • 3.3 Price Creation and Discovery Common Screen Elements
• 4 Getting Started
  • 4.1 System Requirements
  • 4.2 Accessing OFSAA Applications
  • 4.3 Managing the Pricing Application Page
    • 4.3.1 Applications Tab
    • 4.3.2 Object Administration Tab
    • 4.3.3 System Configuration and Identity Management Tab
    • 4.3.4 Copyright Information
    • 4.3.5 Changing Password
    • 4.3.6 Enabling Cookies
    • 4.3.7 Setting Preferences
• 5 Managing Administration
  • 5.1 User Roles and Actions
  • 5.2 Managing Administrative Activities
    • 5.2.1 Setting Default Parameters
    • 5.2.2 Setting Product Parameters
    • 5.2.3 Defining the Product Parameters using Excel Upload
    • 5.2.4 <Enter Task Title Here>
    • 5.2.5 Product Hierarchy
    • 5.2.6 Searching a Product Parameter
    • 5.2.7 Product Parameter Summary
  • 5.3 Managing Account Review
    • 5.3.1 Managing Criteria Definition
      • 5.3.1.1 Creating Price Review Definition
      • 5.3.1.2 Viewing Pricing Review Criteria Definition
      • 5.3.1.3 Modifying Pricing Review Criteria Definition
      • 5.3.1.4 Searching Price Review Criteria Definition
      • 5.3.1.5 Deleting Pricing Review Criteria Definition
    • 5.3.2 Executing Account Review
      • 5.3.2.1 Creating Execute Account Review Definition
      • 5.3.2.2 Viewing Execute Account Review Definition
      • 5.3.2.3 Modifying Execute Account Review Definition
      • 5.3.2.4 Searching Execute Account Review Definition
      • 5.3.2.5 Deleting Execute Account Review Definition
    • 5.3.3 Managing Accounts Flagged for Review
      • 5.3.3.1 Modifying Accounts Flagged for Review
      • 5.3.3.2 Viewing Accounts Flagged for Review
      • 5.3.3.3 Searching Accounts Flagged for Review
  • 5.4 Managing Card Rate Definition
    • 5.4.1 Adding a Card Rate Definition using Excel Upload
    • 5.4.2 Defining Card Rate Definition Manually
    • 5.4.3 Deleting a Card Rate Definition
    • 5.4.4 Adding Card Rate Definition
    • 5.4.5 Viewing Card Rate Definition
    • 5.4.6 Modifying Card Rate Definition
    • 5.4.7 Searching Card Rate Definition
    • 5.4.8 Deleting Card Rate Definition
  • 5.5 Managing Offer Rate Definition
    • 5.5.1 Adding an Offer Rate Definition using Excel Upload
    • 5.5.2 Adding an Offer Rate Manually
    • 5.5.3 Deleting an Offer Rate Definition
    • 5.5.4 Adding Offer Definition
    • 5.5.5 Viewing Offer Definition
    • 5.5.6 Modifying Offer Definition
    • 5.5.7 Searching Offer Definition
    • 5.5.8 Deleting Offer Definition
  • 5.6 Managing Profitability Curve Definition
    • 5.6.1 Adding Profitability Curve Definition using Excel Upload
    • 5.6.2 Adding a Profitability Curve Manually
    • 5.6.3 Deleting a Profitability Curve Definition
    • 5.6.4 Adding a Profitability Curve Definition
    • 5.6.5 Submitting a Created Profitability Curve Definition for Approval
    • 5.6.6 Approving Profitability Curve Definition
  • 5.7 Defining Formula for Profitability Parameter
    • 5.7.1 Adding Profitability Parameter
    • 5.7.2 Editing Profitability Parameter
• 6 Managing Price Creation and Discovery
  • 6.1 Activities of a Relationship Manager
  • 6.2 User Roles and Actions
  • 6.3 Managing Relationship Manager (RM) Hierarchy
    • 6.3.1 Creating an RM Hierarchy
    • 6.3.2 Adding Members to the RM Hierarchy
  • 6.4 Managing Deal Pricing
    • 6.4.1 Search
      • 6.4.1.1 Editing, Viewing or Deleting Prospect Customers
      • 6.4.1.2 Defining a New Pricing Deal
      • 6.4.1.3 Pricing Details
    • 6.4.2 Managing Customer Details
    • 6.4.3 Adding Product Details
      • 6.4.3.1 Mortgages
      • 6.4.3.2 Installment Loan
      • 6.4.3.3 Personal Loan
      • 6.4.3.4 Structured Loan
      • 6.4.3.5 Line of Credit
      • 6.4.3.6 Cards
      • 6.4.3.7 Term Deposit
      • 6.4.3.8 Bank Guarantee or Letter of Credit
      • 6.4.3.9 CASA
      • 6.4.3.10 Payments
      • 6.4.3.11 Treasury Products
    • 6.4.4 Price Optimization
      • 6.4.4.1 Re-optimize
        • 6.4.4.1.1 View P&L
        • 6.4.4.1.2 Edit P&L
        • 6.4.4.1.3 Change Interest Rate/Fees
        • 6.4.4.1.4 Others
    • 6.4.5 Managing Offers
      • 6.4.5.1 Viewing Offers
      • 6.4.5.2 Modifying Offers
      • 6.4.5.3 Deleting Offers
    • 6.4.6 Recommended Price
      • 6.4.6.1 Offered Rate
      • 6.4.6.2 Customer Profit and Loss Account
      • 6.4.6.3 Metrics
    • 6.4.7 Recommended Price Screen - Overall Deal Tab
    • 6.4.8 Re-optimization Functionality
    • 6.4.9 What-If Analysis
    • 6.4.10 Prepayment Analysis for Mortgages
    • 6.4.11 Mortgage Offset
  • 6.5 Pricing Web Service
    • 6.5.1 Deployment of REST Web Service
• 7 Workflow
• 8 Overview of Reports
  • 8.1 RM Performance
  • 8.2 Product Performance
  • 8.3 Offers
  • 8.4 Deal Performance
  • 8.5 Accounts Reviewed
• A Parameters for Batch Maintenance
• B Integrating OFS PCD with OFS FTP
  • B.1 Enabling FTP from PCD UI
  • B.2 Testing the Web Services using Postman
    • B.2.1 Standard Process Web Service
    • B.2.2 Pricing Web Service
  • B.3 Creating a Custom Dimension for Product
  • B.4 Configure FTP Setup with Custom Product Dimension
  • B.5 Configure FTP Model Dimension from PCD
• C Implementing GDPR Compliance for OFS PCD
  • C.1 Implementing Right to Forget
  • C.2 Impact of GDPR on Pricing UI
  • C.3 Consent Page in Deal Pricing UI
    • C.3.1 New Customers
    • C.3.2 Existing Customers
• D Engine Configuration Change for Performance Improvement
  • D.1 Improving OFS FTP Engine Performance
  • D.2 Improving OFS PCD Engine Performance