1. Financial Services Cloud Configurations Guide
  2. Entitlements Management
  3. Configuring Transaction

Configuring Transaction

A Transaction represents a public business function in Oracle Financial Services Cloud that a user needs to access. You need to configure Transactions for all API end-points that your operators would need access to. Else, the service request is aborted with the standard HTTP code of 403 Forbidden message, as the server does not process the request due to lack of client access entitlements.

Note:

Oracle Financial Services Cloud comes with a set of pre-configured transactions that provide the basic functions that a user would need access to. You can add these to your Transaction Groups to provide the required entitlements.
Configuring a Transaction includes two steps:
  1. Select Transaction Type
  2. Add Identification

Note:

Transaction configurations can be moved from one tenancy to another using Configuration Movement. Hence select a Config ID before proceeding with this procedure.
Follow this procedure to configure a new transaction.
  1. From Application Navigation, select Entitlements, and then select Transaction.
  2. Select Add. This opens the Creating Transaction page.
  3. In Select Transaction Type, select a Transaction Type and select Continue. The Add Identification page opens with details of the selected Transaction Type.

    Note:

    All Transaction Types that are not yet configured as a Transaction are available for selection in this page.
  4. (Optional) Edit the details in Add Identification page:
    1. Name: Enter a new name for the Transaction.
    2. Long Name: Enter a new long name for the Transaction.
    3. Description: Enter a new description for the Transaction.
    4. Set Status Dates: Select the date on which the Transaction turns active.
  5. Select Continue. A success message appears with the name of the newly created Transaction.
  6. Select Finish.
You can delete a Transaction configuration from the same page. Search for the transaction you want to delete and select More Options, and then select Delete.

Note:

You cannot delete a transaction that is already associated with a Transaction Group.