Bulk Export of Records Displayed on Risk Assessment UI

Similar to the Export Risk Assessments functionality in the KYC Customer Risk Assessment and KYC Prospect Risk Assessment screens, customer risk assessments can be exported using this batch in the form of a CSV file.

The pipeline and the job required for this Customer Risk Assessment Export are pre-configured. By default, this pipeline exports Customer/Prospect Risk Assessments generated in the last 7 days.

To export the Customer risk assessments similar to the UI, follow these steps:

  1. Copy the pre-configured CSV export batch, KYCCustomerRAExport, with an appropriate new name and code.
  2. In the CSVUPLOAD task of this newly copied batch, replace the value of $JOBNAME$ to Customer Risk Assessment Export and execute the batch.
To export the Prospect Risk Assessments similar to the UI, follow these steps:
  1. Copy the pre-configured CSV export batch, KYCProspectRAExport, with an appropriate new name and code.
  2. In the CSVUPLOAD task of this newly copied batch, replace the value of $JOBNAME$ to Prospect Risk Assessment Export and execute the batch.

    Note:

    • To export Risk assessments generated in a specific date range or based on any filter already available on the KYC RA screen, these filters can be configured in the pipeline before the batch is executed.
    • For information about how to download the extracted data in .csv format, see Using Object PAR in the Oracle FCCM Cloud Service Using Rest API Guide.