Creating Marketing Company

Follow this procedure to create a new Marketing Company, which helps to associate products to your organization structure in Oracle Financial Services Cloud.

Creating a Marketing Company includes four steps:

1. Add Identification
2. ID Generation
3. Setup Contact
4. Manage Associations

Note:

Select a Config ID before proceeding with this procedure.

1. From Application Navigation, select Configuration and then select Company, and then select Marketing.
2. Select Add to start creating the Company.
3. In the Add Identification page, enter the following details:
   1. Enter Name and Long Name of the company.
   2. Select the Main organizational unit of the company. The values available are: Head Office, Regional Office, Zonal Office, Area Office, and Business Unit.
   3. Select the Sub organizational unit of the company. The values available are: Branch, Shared Service Centre, Division, Department.
   4. (Optional) Select the calendar against Active and select the date on which the company turns active.
   5. (Optional) Select the calendar against Inactive and select the date on which the company turns inactive.
   6. Select Continue.
4. In the ID Generation page, you can either view the automatically generated identifier for the company, or manually enter an identifier. This is based on the Company ID Generation configuration that is associated with the tenant.
   While manually entering an identifier, system validates the ID against the Company ID Generation configuration that is associated with the tenant. If the validation fails, an error message appears on the page.
5. Select Continue.
6. In the Setup Contact page, you can create the contact for the company, or skip it.
   • Select Create New Contact to enter contact details like Phone number, Email, and Address.
   • Select Skip Contact Section for now to skip creating the contact details.
7. Select Continue.
8. (Optional) In the Manage Associations page, you can add both Required associations and Optional associations. Required associations are those that need to be configured before closing the Config ID and initiating Configuration Movement of the company. Optional associations are not mandatory for Configuration Movement of company records.
   1. Select Required and select Add under Product ID Generation Configuration, to add a Product ID Gen Config for the company.
   2. Select Add under Product Component ID Generation Configuration, to add a Product Component ID Gen Config for the company.
   3. Select Optional and select Add under Product Components, to add a product component for the company.
   4. Select Add under Product ID Generation Configuration, to add a Product ID Gen Config for the company.
9. Select Continue.
10. Select Finish.