Oracle Financial Services Regulatory Reporting Administration Guide
Contents
1. Reset the password The OFSRR application Login page displays You must log into the application using the new password Click Regulatory Reporting link in case of standalone installation The OFSRR application page displays Click FCCM link in case OFSRR is installed on top of OFSECM the Regulatory Reporting tab will be available in one of the tabs in the new page Note Follow the steps mentioned above whenever a new user is added or modified for User Details User Group mapping Roles mapping Security Attribute mapping and Password Change in the OFSRR application Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR 3 Chapter 1 Creating a User 4 Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR CHAPTER 2 Loading the Static Data into OFSRR Application OFSRR application uses the following client provided data as per their business requirements Financial Institution Information State Information Branch Information User information Reporting Person Information Contact Person Information Follow these steps to load the above data into OFSRR application 1 Download following excel sheets to Windows machine for the templates from lt ftpshare path gt STAGE Excelupload Templates The path for lt ftpshare path is the same path as given in variable STORE AS while installing OFSAAL for more information refer Oracle Financial Services Analytical2. Applications Infrastructure Installation and Configuration Guide 10 Download the following Excel sheets to Windows machine from the path given in the previous step a DIM DOMAIN1 xlsx b DIM DOMAIN2 xlsx Cc DIM DOMAIN3 xlsx d DIM DOMAINA xlsx e DIM DOMAIN5 xlsx 11 Add data in each excel sheet as per your report requirement by referring to Oracle Financial Services Regulatory Reporting Data Model Reference Guide a DIM_DOMAIN1 x1sx is to be filled with Jurisdictions For more information refer section Security Attribute Static Information in Data Model Reference Guide b DIM DOMAIN2 xlsx to DIM DOMAIN5 xlsx can be filled by any client specific security attributes for example Business Domain Case Types Organizations and so on For more information refer sections Security Attribute2 Static Information to Security Attributes Static Information in Data Model Reference Guide 12 Login to OFSRR application as Admin user created in the previous step 13 Navigate to Unified Metadata Manager gt Data Entry Forms and Queries gt Excel Upload anew screen pops up with an Excel Upload page Note After logging into the application make sure the OFSRR application Information Domain is selected from the drop down list at the left hand corner of the page 14 Click Browse button under Excel File to Upload section 15 Select any one of the excel sheet 16 Click on Arrow button next to Browse button 17 Preview the data created
3. PK STR Chapter 4 Integrating OFSRR Application with OFSECM Oracle Mantas 5 x Application 2 For OFSECM a Login to the OFSECM application as Administration User b Navigate to FCCM gt Administration gt Manage Installation Parameters c Select Deployment Based in the Parameter Category drop down list ea Select Regulatory Report Solution Web Service from the Parameter Name drop down list e Set Param Value text box Y f Click Save g Select Used for Design in the parameter category h Select Application Server in the parameter name i Update the OFSRR web service URL by setting Attribute 4 Value lt OFSRR URL gt services InitiateRequest j Update the encrypted password by setting Attribute 6 Value Encrypted value for the password that is given in OFSRR in step 1 k Click Save 3 For Oracle Mantas 5 x a Update the variables in Oracle Mantas Home alert management alert mgmt WEB INF classes conf mantas cfg install cfg as below RRS Web Service parameters rrs userid user defined in step 2 gt rrs password Encrypted password given in step 1 rrs service url OFSRR URL gt services InitiateRequest rrs version 2 2 then recreate the war file and deploy in the web application server b By default OFSRR Web Service is configured to capture data coming from OFSECM If OFSRR is to be configured to accept data from Oracle Mantas 5 x then execute the following SQL usi
4. application Information Domain is selected from the drop down list at the left hand corner of the page 4 Navigate to Unified Metadata Manager gt Data Entry Forms and Queries gt Excel Upload a new screen pops up with an Excel Upload page 5 Click Browse button under Excel File to Upload section upload all excel sheets created in the previous step Note The data must be loaded in the same order as given in step 1 Note Scan the Webapplicaiton Server logs for any errors after uploading each excel sheet For example for Oracle Weblogic it is w1s out and for Websphere it is Systemout log and Systemerr log 6 Close the Excel upload page 7 In addition to above static data there are some more common static data to be loaded in OFSRR application on which the application is developed To load those data execute Product_Supplied_Data sql available in OFSRR installer using OFSRR atomic schema user For more details about atomic schema user refer Creating Atomic Schema User section in Oracle Financial Services Regulatory Reporting Installation Guide This static data is also configurable but code change is also required to incorporate in report Contact Oracle Support for more details 6 Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR CHAPTER 3 Generation in CSV or PDF Format The PK STR can be generated either in CSV or PDF format To specify which format to be configured follow these step
5. reset before performing the OFSRR and OFSECM Oracle Mantas 5 x integration This step is mandatory from security aspect a To update User ID execute the following SQL using OFSRR atomic schema user ERS SET V_ATTRIBUTE_VALUE1 lt NEW USER ID gt WHERE UPDATE APPLN_PARAMET V_ATTRIBUTE_NAME1 WEBSERVICE USER COMMIT b To update password perform the following steps i Open the web page with the following URL lt OFSRR application URL gt solution RRS RRSI ii Enter the password in Enter Value Text Box EncryptDecrypt jsp iii Click Encrypt The newly encrypted password displays in the encrypted decrypted value text area iv Execute the following SQL using OFSRR atomic schema uset E2 lt N EW PASSWORD gt UPDATE APPLN_PARAMETERS SET V_ATTRIBUTE_VALU V_ATTRIBUTE_NAME1 WEBSERVICE USER COMMIT WHERE c By default OFSRR Web Service is configured to capture the data coming from OFSECM If OFSRR is to be configured to accept data from Oracle Mantas 5 x then execute the following SQL using OFSRR atomic schema user UPDATE APPLN_PARAMETE FLAG COMMIT RS SET V_ATTRIBUTE_VALUE1 N WHE RE V_ATTRIBUTE _ NAME ECM Oracle Financial Services Regulatory Reporting 2 4 Administration Guide
6. the Static Data into OFSRR Application 5 CHAPTER 3 Generation in CSV or PDF Format 2 sess 7 CHAPTER 4 Integrating OFSRR Application with OFSECM Oracle Mantas 5 x Application ouo obstet eese te ara MEAE ie aioe 9 CHAPTER 5 Configuring Report Lock Period 444 44444 44 n nn 11 Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR iii Contents iv Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR List of Tables Table T Conventions Used inthis Guide idee ete rec Us ies hse ente hace BSN i Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR List of Tables vi Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR About This Guide This guide provides comprehensive instructions to perform administration activities to configure the Oracle Financial Services Regulatory Reporting herein referred to as OFSRR This chapter focuses on the following topics e Who Should Use this Guide e Scope of this Guide e How this Guide is Organized e Where to Find More Information e Conventions Used in this Guide Who Should Use this Guide The Oracle Financial Services Regulatory Reporting Administration Guide PK STR is designed for use by Oracle Financial Services application users Their roles and responsibilities as they operate wit
7. the following documents Oracle Financial Services Regulatory Reporting Installation Guide Release 2 4 Oracle Financial Services Regulatory Reporting Data Model Reference Guide Release 2 4 Oracle Financial Services Regulatory Reporting User Guide Release 2 4 Oracle Financial Services Regulatory Reporting Web Services Guide Release 2 4 Oracle Financial Services Regulatory Reporting Release Notes Release 2 4 To find additional information about how Oracle Financial Services solves real business problems see our website at www oracle com financialservices viii Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR About this Guide Conventions Used in this Guide Table 1 lists the conventions used in this guide Table 1 Conventions Used in this Guide Convention Meaning Italics Names of books chapters and sections as references Emphasis Bold Object of an action menu names field names options button names in a step by step procedure Commands typed at a prompt User input Monospace Directories and subdirectories File names and extensions Process names Code sample including keywords and variables within text and as separate paragraphs and user defined program elements within text lt Variable gt Substitute input value Oracle Financial Services OR 2 4 Administration Guide PK STR About this Guide x Oracle Financial Serv
8. Applications Infrastructure Installation and Configuration Guide a b er dy e Ls FC FININST INFO xlsx DIM STATES xlsx FCI lr BRANCH INFO xlsx DIM USERS xls DIM REPORTING PERSON xlsx I DIM CONTACT PERSON x1s Add data in each excel sheet as per your installation requirement by referring to the Oracle Financial Services Regulatory Reporting Data Model Reference Guide a FCT FININST INFO xlsx For more information refer section Financial Institution Information in Datamodel Reference Guide DIM STATES xlsx For more information refer section Financial Institution Information in Datamodel Reference Guide FCT BRANCH INFO xlsx For more information refer section Branch Information in Datamodel Reference Guide DIM_USERS x1s For more information refer section User information in Datamodel Reference Guide DIM_RI PORTING_PERSON x1sx For more information refer section Reporting Person Information in E Datamodel Reference Guide Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR Chapter 2 Loading the Static Data into OFSRR Application f DIM_CONTACT_PERSON x1s For more information refer section Contact Person Information in Datamodel Reference Guide 3 Login to the OFSRR application as Admin user created in the previous step Note After logging into the application make sure the OFSRR
9. ORACLE Oracle Financial Services Regulatory Reporting Administration Guide PK STR Release 2 4 October 2013 ORACLE FINANCIAL SERVICES Oracle Financial Services Regulatory Reporting Administration Guide PK STR Release 2 4 October 2013 Document Control Number 9MN11 2 4 01 11 Document Number AG 13 RR 011 2 4 01 Oracle Financial Services Software Inc 1900 Oracle Way Reston VA 20190 Document Number AG 13 RR 011 2 4 01 First Edition October 2013 Copyright 1996 2013 Oracle and or its affiliates All rights reserved Printed in U S A No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without the prior written permission Trademarks Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners Oracle Financial Services Software Inc 1900 Oracle Way Reston VA 20190 Phone 703 478 9000 Fax 703 318 6340 Internet www oracle com financialservices Contents List OF Tablas ii A a A ad ida AA adi v Ple SPI ECL mM m vii W ho Should Us this Guides nun ele e Rn eese td vii Scope of this GUI eorr tbe AAA a vii How this Guide is Organized EH ansonsten skin viii Where to Find More IHform tion it d ds viii Conventions Us edith Guide ix CHAPTER 1 Creating a User A enne 1 CHAPTER 2 Loading
10. hin the OFSRR application include the following e System Administrator This user configures maintains and adjusts the system and is usually an employee of a specific Oracle Financial Services client The System Administrator maintains user accounts and roles archives data and loads data feeds Scope of this Guide This guide describes steps to be performed immediately after installating and before using the OFSRR application These administration activities can also be performed at any point of time during usage of OFSRR application Oracle Financial Services OR 2 4 Administration Guide PK STR About this Guide How this Guide is Organized The Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR includes the following topics Chapter 1 Creating a User describes the steps involved in user creation Chapter 2 Loading the Static Data into OFSRR Application explains the steps involved in loading static data Chapter 3 Generation in CSV or PDF Format explains the steps involved in configuring the RR application for generation of STR in CSV or PDF format Chapter 4 Integrating OFSRR Application with OFSECM Oracle Mantas 5 x Application explains the steps involved in integration of RR application with OFSECM application Chapter 5 Configuring Report Lock Period explains the steps to configure the report lock time period Where to Find More Information For more information on OFSRR refer to
11. ices Regulatory Reporting 2 4 Administration Guide PK STR CHAPTER 1 Cr eating a User Users must be created with appropriate roles to access the OFSRR application For more information on roles refer Oracle Financial Services Regulatory Reporting User Guide For more information on creating users refer Oracle Financial Services Analytical Application Infrastructure User Manual To create users follow these steps T Create a User by logging into the OFSRR application as S YSADMN For more information refer section User Maintenance in OFSAAI User Manual Authorize the User by logging into the application as SYSAUTH For more information refer section User Authorization in OFSAAI User Manual Create a User Group by logging into the OFSRR application as SYSADMN For more information refer section User Group Maintenance in OFSAAI User Manual Map the User Group to the OFSRR Information Domain For more information refer section User Group Domain Map in OFSAAI User Manual Note If you want to integrate OFSRR with OFSECM then you must map OFSECM information domain as well Map the User Group to the appropriate Role For more information refer section User Group Role Map in OFSAAI User Manual a For creating a Supervisor user map Reg Report Supervisor Rol and Access to PK STR Report roles Note You can add more than one user in one User Group who is mapped to one type of role of the same application for exam
12. ng OFSRR atomic schema user UPDATE APPLN PARAMETERS SET V_ATTRIBUTE_VALUE1 N WHERE V_ATTRIBUTE_NAME1 ECM FLAG COMMIT 10 Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR CHAPTER 5 Configuring Report Lock Period If any user forgets to logoff from the OFSRR application or if the OFSRR screen is closed while accessing a report the report gets locked for a pre configured duration By default the duration is sixty minutes This duration can be altered as per your requirement Execute the following SQL using OFSRR atomic schema user UPDATE APPLN PARAMETERS SET V_ATTRIBUTE_VALUE1 DURATION IN MINUTES WHERE V ATTRIBUTE NAME1 LOCK PERIOD IN MINUTES COMMIT Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR 11 Chapter 5 Configuring Report Lock Period 12 Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR ORACLE
13. ple you can create more than one Analyst user in OFSRR Mapping different roles of same application to a User Group for example Analyst and Supervisor role of OFSRR and assigning users is not supported But mapping different roles of different applications for example Executive role of OFSECM and Analyst role of OFSRR is supported Map User to created User Group For more information refer section User to User Group section in OFSSAI User Manual Repeat steps 1 to 6 for the following users and map the roles a To create an Analyst user map Reg Report Analyst Role and Access to PK STR Report roles b To create an Admin user map Reg Report Admin Role role Note If you are Integrating OFSRR with OFSECM then map the OFSRR Information Domain and Reg Report Admin Role to existing OFSECM Administration User Authorize the new User Groups Information Domain mapping and Role mapping by logging into the application as SYSAUTH For more information refer section User Group Authorization in OFSAAI User Manual Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR 1 Chapter 1 Creating a User 9 To add client specific security attributes to OFSRR system navigate to lt ftpshare path gt STAGE Excelupload Templates the lt ftpshare path gt is the same path given in variable STORE AS while installing OFSAAI For more information refer Oracle Financial Services Analytical
14. s Log into the OFSRR as atomic schema user For more information refer section Creating Atomic Schema User in Oracle Financial Services Regulatory Reporting Installation Guide Execute following SQLs as per the required format e For CSV By default the OFSRR application will generate PKSTR in CSV format e For PDF Execute the following SQL statements UPDATE APPLN PARAMETERS SET V_ATTRIBUTE_VALUE1 N WHERE V_ATTRIBUTE_NAME1 GENERATE CSV FLAG COMMIT Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR 7 Chapter 3 Generation in CSV or PDF Format 8 Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR CHAPTER 4 Integrating OFSRR Application with OFSECM Oracle Mantas 5 x Application Oracle Financial Services Enterprise Case Management OFSECM application can be integrated with OFSRR to post alerts cases to generate reports with Web Service Calls To know more about Web Service refer Oracle Financial Services Regulatory Reporting Web Service Guide Both OFSECM Oracle Mantas 5 x and OFSRR application must be configured to use this Web Service This is an optional configuration and is required only when you want to integrate OFSRR with OFSECM Oracle Mantas 5 x 1 For OFSRR The OFSRR application s Web Service is already configured with a default user name and password This default user id and password must be
15. under Preview section 18 In Excel Entity Mappings section click Browse 19 Select the table name same as name of the excel sheet 20 Click Upload 21 Click OK on the popup window displaying the message Successfully uploaded data Note Scan the Webapplication Server logs for any errors after uploading each excel sheet For example for Oracle Weblogic it is w1s out for Websphere itis Systemout log and Systemerr 10g 22 Close the Excel upload page 23 Click FCCM Incase OFSRR is installed on top of OFSECM or Regulatory Reporting In case of Stand alone If it is stand alone installation then a new page with a drop down list displays having all the OFSRR users created in the previous steps If OFSRR is installed on top of ECM then on the new page navigate to Administration menu User Administration User Attributes This will take you to a drop down list with all the OFSRR users created Assign attributes to each user from each drop down 2 Oracle Financial Services Regulatory Reporting 2 4 Administration Guide PK STR Chapter 1 Creating a User 24 25 26 27 28 Close the User Attributes screen Logout from the OFSRR application Login with each created user in the OFSRR application the application will open password reset page when the user login for the first time immediate after creation or every time SYSADMN user reset the password for various reasons Example forgot password Password locked etc
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