Creating Config ID

Configurations in Oracle Financial Services Cloud are made in the Non-production tenancy, and are done against a Config ID and then moved to the Pre-Production tenancy. While creating or making any configuration changes, you need to either create a Config ID or use an existing Config ID (in Open status) to save your configurations.

Note:

You can create Config ID only in Non-Production tenancy, which is identified as the tenancy for maintaining all Configurable Items for a customer.

To create a Config ID, follow this procedure:

1. Log in to Oracle Financial Services Cloud application using OracleFSCloudAdmin account. If you are using another account, ensure that you have the appropriate entitlements (Crt Cf Create Configurations).
2. Select Config ID on the top-right corner. By default, the page displays Config ID as None.
3. In the pop-up window, select Create New Config ID and select Continue. This opens the Add Identification page.
4. In the Basic Information section, enter the following details:
   1. Name: Enter the name of the Config ID.
   2. Long Name: Enter the full name of the Config ID.
   3. Description: (Optional) Enter a meaningful description of the Config ID.
5. Select Continue. A success message with the newly created Config ID appears.
6. Select Proceed. This activates the newly created Config ID for the current login session.

The Home page displays Active in green against Config ID.

When you create a new Config ID, it is in Open status and remains Open until you manually change the status to Closed from Config ID Manager.

When you are ready to migrate the configurations bundled in a Config ID to the Pre-Production tenancy, change the status of Config ID to Closed. This queues up the Config ID for Configuration Movement.