Oracle® Financial Services Crime and Compliance Studio · 2018-05-28 · Oracle Financial Services...

Oracle® Financial Services Crime and Compliance StudioUser Guide

Release 8.0.6.0.0

E91355-01

May 2018

User Guide, Release 8.0.6.0.0

E91355-01

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Primary Author: Nethravathi G

Contributing Author: Sukant Jain, Swetha Yatham

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

iii

Contents

Document Control........................................................................................................................................ vii

Preface ................................................................................................................................................................. ix

Summary ...................................................................................................................................................... ixAudience....................................................................................................................................................... ixRelated Documents ..................................................................................................................................... ixConventions ................................................................................................................................................. xAbbreviations............................................................................................................................................... x

1 About Oracle Financial Services Crime and Compliance Studio

Introduction to Crime and Compliance Studio.................................................................................. 1-1Salient Features of Crime and Compliance Studio ........................................................................... 1-2Architecture of Crime and Compliance Studio .................................................................................. 1-2

2 Getting Started

Access Crime and Compliance Studio Application .......................................................................... 2-5Crime and Compliance Studio Home Page......................................................................................... 2-6Components of Studio............................................................................................................................. 2-7

3 Manage Notebooks

Create Notebook ....................................................................................................................................... 3-9Import Notebook ................................................................................................................................... 3-10Export Notebook.................................................................................................................................... 3-11

Export All Notebooks ..................................................................................................................... 3-11Export Individual Notebooks........................................................................................................ 3-11

Common Screen Elements in Notebook ........................................................................................... 3-11Create Paragraph ................................................................................................................................... 3-13Interpreters in Studio ........................................................................................................................... 3-14Common Screen Elements in Paragraph .......................................................................................... 3-16Manage Results...................................................................................................................................... 3-17

Manage Result Formats.................................................................................................................. 3-17Manage Result Settings .................................................................................................................. 3-18

iv

4 Manage Shared Notebooks

Access Shared Notebooks.................................................................................................................... 4-19Out of the Box Notebooks ................................................................................................................... 4-19

5 Manage Graphs

................................................................................................................................................................... 5-21

6 Manage Templates

Create Template ..................................................................................................................................... 6-23Update Template ................................................................................................................................... 6-24Apply Template to Notebook ............................................................................................................. 6-24

v

List of Figures

1–1 Crime and Compliance Studio in FCCM Architecture ......................................................... 1-11–2 Crime and Compliance Studio Architecture........................................................................... 1-32–1 Crime and Compliance Studio Login Page............................................................................. 2-62–2 Crime and Compliance Studio Home Page ............................................................................ 2-73–1 Notebooks Page........................................................................................................................ 3-103–2 Notebook Detail Page.............................................................................................................. 3-136–1 Templates Page......................................................................................................................... 6-23

vi

List of Tables

0–1 Conventions used in this guide ................................................................................................ 3-x0–2 Abbreviations and their meaning............................................................................................. 3-x3–1 Create Notebook ...................................................................................................................... 3-103–2 Common Screen Elements in Notebook............................................................................... 3-123–3 Interpreters in Studio............................................................................................................... 3-143–4 Common Screen Elements in Paragraph.............................................................................. 3-163–5 Result Formats in Studio......................................................................................................... 3-174–1 Out of the Box Notebooks....................................................................................................... 4-19

vii

Document Control

This section provides the revision details of the document.

Version Number Revision Date Changes Done

1.0 Created: May 2018

Created first version of Crime and Compliance Studio User Guide.

This document provides you functional information about the Oracle Financial Services Crime and Compliance Studio application 8.0.6.0.0 and enables you to navigate through the various sections of the application. The latest copy of this guide can be accessed from Oracle Help Center (OHC) Documentation Library.

http://docs.oracle.com/cd/E60570_01/homepage.htm

ix

Preface

This section provides supporting information for the Oracle Financial Services Crime and Compliance Studio application 8.0.6.0.0 User Guide and includes the following topics:

■ Summary

■ Audience

■ Related Documents

■ Conventions

■ Abbreviations

SummaryYou can find the latest copy of this document in Oracle Help Center (OHC) Documentation Library which includes all the recent additions/revisions (if any) done till date.

AudienceOracle Financial Services Crime and Compliance Studio User Guide is intended for end users such as Data Analysts and Data Scientists.

Related DocumentsThis section identifies additional documents related to Crime and Compliance Studio.

OFSAAI Related Documents

Following documents are available in Oracle Help Center (OHC) Documentation Library.

■ Oracle Financial Services Analytical Applications Infrastructure User Guide

OFS CCM Studio Application Related Documents

Following documents are available in Oracle Help Center (OHC) Documentation Library.

■ Oracle Financial Services Crime and Compliance Studio Installation Guide

■ Oracle Financial Services Crime and Compliance Studio Admin Guide

■ Oracle Financial Services Crime and Compliance Studio Release Notes







x

ConventionsThe following text conventions are used in this document:

Table 0–1 Conventions used in this guide

Convention Meaning

boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.

italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.

monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

AbbreviationsThe following table lists the abbreviations used in this document:

Table 0–2 Abbreviations and their meaning

Abbreviation Meaning

FCCM Financial Crime and Compliance Management

OFSAA Oracle Financial Services Analytical Applications

SQL Structured Query Language

1

About Oracle Financial Services Crime and Compliance Studio 1-1

1About Oracle Financial Services Crime and Compliance Studio

Oracle’s products and technology fight financial crime at financial institutions with the aid of the following methods:

■ Discovery, Tuning, and Authoring: This represents a set of products and capabilities which are used to perform ad-hoc visual analysis and research to discover new and emerging patterns in financial crime. In addition to pattern discovery, these products also enable Data Scientists to publish or operationalize patterns discovered in ad-hoc analysis.

Figure 1–1 Crime and Compliance Studio in FCCM Architecture

This chapter provides complete functional details about Oracle Financial Services Crime and Compliance Studio application.

This chapter includes the following sections:

■ Introduction to Crime and Compliance Studio

■ Salient Features of Crime and Compliance Studio

■ Architecture of Crime and Compliance Studio

Introduction to Crime and Compliance StudioIn order to effectively monitor anti-money laundering and anti-fraud programs in financial institutions, the most challenging need is to quickly identify and adapt to the changing patterns of financial crime. The ability to discover new and emerging

Salient Features of Crime and Compliance Studio

1-2 Oracle Financial Services Crime and Compliance Management Studio User Guide

criminal behavioral patterns, coupled with the facility to rapidly deploy as models, is a critical requirement.

Oracle Financial Services Crime and Compliance Studio is an integrated and comprehensive analytics toolkit designed to rapidly discover and model new financial crime patterns. Studio interacts with the database, processes the data, and generates patterns in various formats using interpreters. Studio provides secure access to an institution's financial crime data with pre-defined scenarios, out-of-the-box graph queries, and visualizations.

Data scientists and analysts can use Studio to interactively explore financial crime data and gain insights into new and emerging financial crime patterns and trends.

Studio uses Graph Analytics and Graph Query methods to analyze historic data available in the database, and forecast the generated patterns using various interpreters. Studio also uses Machine Learning Algorithms to gain insights from historical alert data, in order to prioritize the alerts generated by the detection engines.

Studio uses interpreters such as PGX, PGQL, GreenMarl, OFSAA Interpreter, OFSAA SQL Interpreter, and Markdown to generate patterns in various formats such as Table, Area Chart, Bar Chart, Funnel Chart, Line Chart, Pie Chart, Pyramid Chart, Tree Map, Sun Burst, Tag Cloud, Box Plot Chart, Scatter Plot Chart, and Raw Code.

Salient Features of Crime and Compliance StudioThe salient features of Studio are as follows:

■ Offers a unified tool for Graph Analytics, Data Visualization, Machine Learning, Scenario Authoring, Pattern Discovery, Data Mashups and testing for financial crime data

■ Engineered to work with Apache Spark, the most prevalent analytics engine on Big Data

■ Engineered to work with Apache Zeppelin, a web based notebook that enables interactive data analysis

■ Supports Polyglot Scenario Authoring to author new scenarios in SQL, Scala, Python or R language

■ Embedded with highly scalable in-memory Graph Analytics Engine (PGX)

■ Enterprise ready with underlying OFSAA frameworks

■ Engineered to work with earlier 8.x releases of Oracle Financial Crime and Compliance Management Anti Money Laundering (AML) and Fraud applications

■ Integrated with Oracle Financial Crime Application Data and readily usable across the enterprise financial crime data lake. This can automatically load Oracle AML and Fraud data into the data lake and mash-up Studio data with third party data for discovery and modeling

Architecture of Crime and Compliance StudioThe following diagram depicts the architecture of Studio application:

Architecture of Crime and Compliance Studio

About Oracle Financial Services Crime and Compliance Studio 1-3

Figure 1–2 Crime and Compliance Studio Architecture

Architecture of Crime and Compliance Studio


2

Getting Started 2-5

2Getting Started

Getting Started introduces you to the Crime and Compliance Studio application and provides information that you need to know to use the application.


■ Access Crime and Compliance Studio Application

■ Crime and Compliance Studio Home Page

Access Crime and Compliance Studio ApplicationTo access the Crime and Compliance Studio application:

1. Enter the Studio URL in your browser in the following format:

http://<HOST>:7008

The Crime and Compliance Studio Login page is displayed as shown in Figure 2–1.

Crime and Compliance Studio Home Page


Figure 2–1 Crime and Compliance Studio Login Page

2. Enter your Username and Password.

3. Click Login.

The Crime and Compliance Studio Home page is displayed. For more information, see Crime and Compliance Studio Home Page.

Crime and Compliance Studio Home PageCrime and Compliance Studio Home page displays the Notebooks that are mapped to the role of the logged in user and also displays the details of each Notebook such as the Name, Detailed Information, Published, and Tags. The Detailed Information includes the date and time of Notebook creation, number of compilations performed using various interpreters in a Notebook, and username of the Notebook creator. The Crime and Compliance Studio Home page is shown in Figure 2–2.

Components of Studio

Getting Started 2-7

Figure 2–2 Crime and Compliance Studio Home Page

Components of StudioThe various components of the Studio application include the following:

■ Notebooks. For more information, see Manage Notebooks

■ Shared Notebooks. For more information, see Manage Shared Notebooks

■ Graphs. For more information, see Manage Graphs

■ Templates. For more information, see Manage Templates

■ Interpreters. For more information, see Manage Interpreters

Components of Studio


3

Manage Notebooks 3-9

3Manage Notebooks

Notebook is a collection of paragraphs and acts as a container to hold one or more paragraphs.


■ Create Notebook

■ Import Notebook

■ Export Notebook

■ Common Screen Elements in Notebook

■ Create Paragraph

■ Interpreters in Studio

■ Common Screen Elements in Paragraph

■ Manage Results

Create NotebookNotebook acts a frame for Paragraphs.

To create Notebook:

1. Navigate to the Home or the Notebooks page by performing one of the following:

■ Click the menu icon in the upper-left corner and click Notebooks.

■ Click the home icon in the upper-left corner.

The Notebooks page or the Home page is displayed.

Import Notebook


Figure 3–1 Notebooks Page

2. Click Create in the upper-right corner.

The Create Notebook dialog box is displayed.

3. Enter the details as follows:

Table 3–1 Create Notebook

Field Description

Name Enter name for the Notebook.

Description Enter description for the Notebook.

Tags Enter keywords for the Notebook. These keywords act as search tags using which a Notebook can be searched.

Type Select the type for the Notebook.

4. Click Create.

A new Notebook is created and listed in the Notebooks page.

To know more about the actions that can be performed in a Notebook, see Common Screen Elements in Notebook.

After creating Notebook, you can create Paragraphs in a Notebook. For information on creating paragraphs, see Create Paragraph.

Import NotebookImport Notebook feature enables you to load notebooks into the Studio application from your local machine. The file format supported for import is Data Studio Notebook (*.dsnb), which can be imported into Studio as a Notebook. Using this feature, you can load any previously saved or exported Notebooks.

To import Notebook into Studio:

1. Navigate to the Home page or the Notebooks page.

Common Screen Elements in Notebook


2. Click Tools drop-down button in the upper-right corner and select Import Notebooks.

The Import Notebook dialog box is displayed:

3. Click Choose Files to browse and select a file from your local machine, or drag and drop required files into the Drop files here section.

A message is displayed at the bottom of the Import Notebook dialog box to indicate that the selected files are valid for import.

4. Click Import.

The files are imported and displayed as Notebooks in the Notebooks page.

Export NotebookExport notebook feature enables you to export notebooks available in Studio to your local machine. Notebooks are exported in Data Studio Notebook (*.dsnb) file format, which can be saved, shared, or imported to Studio.

You can either choose to export all the notebooks at once or export individual Notebooks.

■ Export All Notebooks

■ Export Individual Notebooks

Export All NotebooksExport All Notebooks enables you to export all the Notebooks available in the Studio Home to your local machine.

To export all notebooks:

1. Navigate to the Home page.

2. Click Tools drop-down button in the upper-right corner and select Export Notebooks.

All the notebooks available in the Studio are downloaded as datastudio_export.dsnb file to your local machine.

Export Individual NotebooksExport individual notebooks enables you to export selected notebooks in Studio to your local machine.

To export individual Notebooks:

1. Navigate to the Home page.

2. Click the required Notebook that you want to export.

The selected Notebook is opened.

3. Click icon.

The Notebook is downloaded to your local machine in .dsnb file format.

Common Screen Elements in NotebookThis section provides you details of the common screen elements available in a Notebook using which you can perform various actions in a Notebook.

Common Screen Elements in Notebook


Table 3–2 Common Screen Elements in Notebook

Button/Icon Action/Description

Click this button to edit the basic details of a Notebook such as the Name, Description, and Tags.

Click this button to hide or display code in all the Paragraphs in a Notebook.

Click this button to hide or display results in all the Paragraphs in a Notebook.

Click this button to clear results in all the Paragraphs in a Notebook.

Warning: This action clears all the results. You must run the Paragraphs again to view the results.

Click this button to delete a Notebook.

Click this button to reset the session.

Click this button to run or execute all the Paragraphs in a Notebook. After execution of a Notebook, you can view the results in various formats. For more information, see Manage Results.

Click this button to create a copy of a Notebook. All Paragraphs in the current Notebook are replicated in the new Notebook.

The cloned Notebook is created with the default name, Copy of <Current Notebook Name>.

Click this button to export a Notebook to your local machine. For more information, see Export Individual Notebooks.

Click this button to share a Notebook with another user, user group, or role.

Click this button to enable or disable write access to a Notebook. If enabled, the Notebook is protected from edit, clear result, delete, reset session, run paragraphs, and share.

Click this button to open a Notebook in iFrame.

Create Paragraph


Create ParagraphParagraph is a piece of code that can be executed to obtain result. Paragraph offers a workbench to author code or query using various interpreter friendly scripting languages supported in Studio.

Data scientists and analysts can use paragraphs to interactively explore financial crimes data by authoring queries, and applying these queries on the financial crime data lake to fetch results in various formats. This enables them to rapidly discover and model financial crime patterns.

Paragraphs can be created using various interpreters that are supported in Studio. For more information on various interpreters supported in Studio, see Interpreters in Studio. For information on configuring interpreters, see Manage Interpreters.

To create paragraph:

1. Navigate to a Notebook detail page.

Figure 3–2 Notebook Detail Page

2. Click Create Paragraph.

The first paragraph is created in the Notebook.

3. Perform the following, to create more paragraphs in a Notebook:

Click this button to select a template for the Notebook. For more information, see Apply Template to Notebook.

Click this button to toggle between Zeppelin and Jupyter notebooks.

Click this button to switch between Default, Simple, and Report views.

Table 3–2 Common Screen Elements in Notebook


Interpreters in Studio


1. Hover the mouse above or below an existing paragraph and select one of the following icon to create paragraph using the selected interpreter:

Depending on the type of interpreter selected, a new paragraph is created. For more information on interpreters, see Interpreters in Studio.

For information on configuring interpreters, see Manage Interpreters.

2. Enter the required code or query in the paragraph.

For information on the actions that can be performed in a paragraph, see Common Screen Elements in Paragraph.

Interpreters in StudioCrime and Compliance Studio provides you the options to choose between various interpreters which process data and generates output. The various interpreters supported in Studio are as follows:

Table 3–3 Interpreters in Studio

Interpreter Name Button/Icon Action/Description

PGX Click this icon to create a paragraph with PGX Interpreter.

PGQL Click this icon to create a paragraph with PGQL Interpreter.

ofsaa-MYSQL Click this icon to create a paragraph with ofsaa-MYSQL Interpreter.

Interpreters in Studio


OFSAA Interpreter

Click this icon to create a paragraph with OFSAA Interpreter.

ofsaa Interpreter provides the following functions:

■ loadGraph(code,graphtag [--optional,date]) - to load graph for a particular date in yyyy-mm-dd format.

Return type is void and should not be assigned to any variable.

For example: loadGraph("code","graphtag","date");

■ saveGraphAs(graphtag, usertag) - to create a snapshot of graph against a new tab.


For example: saveGraphAs("graphtag","usertag");

■ listGraphs() - to list all the available graphs in a tabular form.

Cannot be used in conjunction with any other code.

For example: listGraphs()

■ getGraphDetails(code) - to get the graph details in a tabular form.


For example: getGraphDetails("code")

■ loadDataset(code) - to load a particular dataset.

Returns a DataFrame.

For example: var ds = loadDataset("code"))

■ loadDataset(code,date) - to load dataset for a particular date in yyyy-mm-dd format.


For example: var ds = loadDataset("code","date"))

■ loadDataset(code,startDate,endDate) - to load dataset for a specific time period with date in yyyy-mm-dd format.


For example: var ds = loadDataset("code","startDate","endDate"))

■ listDatasets() - to list all the available datasets in a tabular form.


For example: listDatasets()

OFSAA SQL Interpreter

Click this icon to create a paragraph with OFSAA SQL Interpreter.



Common Screen Elements in Paragraph


Common Screen Elements in ParagraphThis section provides you details of the common screen elements available in a Paragraph using which you can perform various actions in a Paragraph.

Markdown Click this icon to create a paragraph with Markdown Interpreter.

ofsaa jdbc Click this icon to create a paragraph with ofsaa jdbc.

ofsaa-jdbc Interpreter provides the following functions:

■ #help - to list available custom functions of interpreter.

■ loadGraph(code,graphtag [--optional,date]) - to load graph for a particular date in yyyy-mm-dd format.


For example: loadGraph("code","graphtag","date");

■ listGraphs() - to list all the available graphs in a tabular form.


For example: listGraphs()

■ getGraphDetails(code) - to get the graph details in a tabular form.


For example: getGraphDetails("code")

■ listDatasets() - to list all the available datasets in a tabular form.


For example: listDatasets()

Table 3–4 Common Screen Elements in Paragraph


Click this button to execute the code or query in a paragraph. After execution, you can view the result in various formats. For more information, see Manage Results.

Click this button to expand and view paragraph in full screen.

Click this button to show or hide line numbers in the code in a paragraph.



Manage Results


Manage ResultsAfter execution of a paragraph, you can view the result in various formats.

This section contain the following topics:

■ Manage Result Formats

■ Manage Result Settings

Manage Result FormatsThe details of the various result formats supported in Studio are given in Table 3–5.

Click this button to manage the visibility settings in a paragraph. You can choose the visibility of the title, code, result, and settings in a paragraph.

Click this button to manage the widget size, placement of the paragraph, and so on.

You can perform following actions using this button:

■ Resize the widget size as per requirement.

■ Change the order of placement of the paragraphs by moving them up or down.

■ Clear the result generated in a paragraph.

■ Remove or delete paragraph in a Notebook.

Table 3–5 Result Formats in Studio


Click this button to view result in tabular format.

Click this button to view result in area chart format.

Click this button to view the result in bar chart format.

Click this button to view the result in funnel chart format.

Click this button to view the result in line chart format.

Click this button to view the result in pie chart format.

Table 3–4 Common Screen Elements in Paragraph


Manage Results


Manage Result SettingsIn Studio, you can customize the result format based on your requirement. For example, you can set the number of items per page for a Tabular result format.

To customize result format:

1. Navigate to the Notebooks page.

2. Click the required result format in a Paragraph and click the following Settings icon:

The Settings dialog box is displayed.

3. Enter the required values for the General, Visualization, and Text settings.

Based on the configured settings, the view is customized for the selected result format.

Click this button to view the result in pyramid chart format.

Click this button to view the result in tree map format.

Click this button to view the result in sunburst chart format.

Click this button to view the result in tag cloud chart format.

Click this button to view the result in box plot chart format.

Click this button to view the result in text format.

Click this button to download the result in raw or SVG format.

Table 3–5 Result Formats in Studio


4

Manage Shared Notebooks 4-19

4Manage Shared Notebooks

The Shared Notebooks module displays all the out of the box Notebooks and the Notebooks shared with the current user. Notebooks can be shared within the current User Group and other User Groups.

This chapter includes the following topics:

■ Access Shared Notebooks

■ Out of the Box Notebooks

Access Shared NotebooksYou can access the Shared Notebooks module by clicking the following icon.

Upon clicking this icon, the underlying Notebooks are displayed. You can click the required Notebook to view or edit it.

Out of the Box NotebooksCrime and Compliance Studio application comes with the following default Notebooks:

Table 4–1 Out of the Box Notebooks

Notebook Name Description

Discovery This Notebook lists all the available APIs/Functions available for a user to work with in Studio.

Financial Crime Graph Patterns

This Notebook describes a few patterns of fraud that can be visualized and discovered using Graph/PGX capabilities.

HRG Scenario - AC focus The Notebook contains the High Risk Geography scenario logic defined in Scala and Spark SQL. This also shows the capabilities to visualize the data at every data point.

RMF - All Activity The Notebook contains the Rapid Movements of Fund scenario logic defined in Scala and Spark SQL. This also shows the capabilities to visualize the data at every data point.

Out of the Box Notebooks


RMF Scenario - CU Focus The Notebook contains the Rapid Movements Of Fund- Customer Focus, scenario logic defined in Scala and Spark SQL. This also shows the capabilities to visualize the data at every data point.

Table 4–1 Out of the Box Notebooks

Notebook Name Description

5

Manage Graphs 5-21

5Manage Graphs

This chapter provides information on Graphs in Crime and Compliance Studio application. You can view the graphs that are created using Data Studio in the Studio interface.

To create custom graphs, you must manually configure the Data Store. For more information on configuring graphs, see Oracle Financial Services CCM Studio Administration and Configuration Guide in Oracle Help Center (OHC) Documentation Library.

https://docs.oracle.com/cd/E91852_01/technicalguides.htm


6

Manage Templates 6-23

6Manage Templates

Studio offers various formats in which you can view the result after execution of a Paragraph. Templates enable you to define parameters to customize the result formats. You can customize the visualization of the result by defining parameters in a template and then applying that template to a Notebook. The customized parameters in the template are applied to the result format in the Notebook.

This chapter includes the following topics:

■ Create Template

■ Update Template

■ Apply Template to Notebook

Create TemplateTo create template:

1. Click the menu icon in the upper-left corner in the Home page.

The menu items are listed.

2. Click Templates.

The Templates page is displayed.

Figure 6–1 Templates Page

Update Template


3. Click Create Template.

The Create Template dialog box is displayed.

4. Enter the Name for the template.

5. Click Create.

A new template is created and listed on the LHS. The details of the template is displayed on the RHS.

6. Click the required result format icon on the RHS to define parameter values for that format.

For every result format in a template, you can define values for the General, Visualization, and Text parameters.

7. Enter the required values.

8. Click Update.

A template is created with the defined parameters.

Update TemplateTo update an existing Template:

1. Navigate to the Templates page.

2. Click the template that you want to update from the list displayed on the LHS.

The details of the selected template are displayed on the RHS.

3. Modify the required values.

4. Click Update.

The template is updated.

Apply Template to NotebookTo apply template to a Notebook:

1. Navigate to the Notebook page to which you want to apply a template.

2. Click the following icon in the upper-right corner:

The available templates are listed.

3. Click the required template that you want to apply to the Notebook.

The selected template is applied to the Notebook.

Oracle® Financial Services Crime and Compliance Studio · 2018-05-28 · Oracle Financial Services...

Documents

Transcript of Oracle® Financial Services Crime and Compliance Studio · 2018-05-28 · Oracle Financial Services...