Oracle FLEXCUBE Universal Banking® 12.0 Extensibility By ... · Add the following in STDCIF...

Oracle FLEXCUBE Universal Banking® 12.0 Extensibility By Example Volume 1

Release 1.0

May 2012

FD03-03-01 Extensibility By Example – Volume 1 2

Contents 1 Preface ......................................................................................................................................................... 4

1.1 Audience .................................................................................................................................................. 4 1.2 Related documents .................................................................................................................................... 4 1.3 Conventions ............................................................................................................................................. 5 1.4 Pre-request for Extensibility development ................................................................................................. 5

2 Introduction .................................................................................................................................................. 5 2.1 How to use this Guide ............................................................................................................................... 5

3 Screen Extensibility - hide Field, Tab and Button ........................................................................................... 6 3.1 Extensibility Requirement description ....................................................................................................... 6

3.1.1 STDCIF Existing Screen .................................................................................................................. 7 3.2 Disabling the Field .................................................................................................................................... 8 3.3 Disabling the Button ................................................................................................................................. 9 3.4 Hide Auxiliary Tab ................................................................................................................................. 11 3.5 Generating RAD files ............................................................................................................................. 14 3.6 Deploying the files .................................................................................................................................. 15 3.7 Test the changes ..................................................................................................................................... 16

4 Screen Extensibility - Customize Address Field ........................................................................................... 19 4.1 Extensibility Requirement description ..................................................................................................... 19

4.1.1 Assumption .................................................................................................................................... 19 4.2 RAD changes specification ..................................................................................................................... 19 4.3 Add LOVs .............................................................................................................................................. 20 4.4 Preview the changes................................................................................................................................ 25 4.5 Generate the files .................................................................................................................................... 26 4.6 Deploy the files ...................................................................................................................................... 27 4.7 Test the changes ..................................................................................................................................... 30

5 Screen Extensibility - Add Fields to an Existing Screen ............................................................................... 33 5.1 Extensibility Requirement description ..................................................................................................... 33 5.2 RAD changes specification ..................................................................................................................... 33 5.3 RAD development steps .......................................................................................................................... 34 5.4 Generate the files .................................................................................................................................... 43 5.5 Deploy the files. ..................................................................................................................................... 44 5.6 Test the changes ..................................................................................................................................... 47

6 Call out Extensibility - Add Validations ....................................................................................................... 50 6.1 Extensibility Requirement description ..................................................................................................... 50 6.2 RAD changes specifications .................................................................................................................... 50 6.3 RAD development steps .......................................................................................................................... 51 6.4 Generate the files .................................................................................................................................... 55 6.5 Deploy the files ...................................................................................................................................... 56 6.6 Test the changes ..................................................................................................................................... 59 6.7 Add CAPITAL Letter validation ............................................................................................................. 60 6.8 Test CAPITAL Letter validation ............................................................................................................ 61

7 Adding an UDF ........................................................................................................................................... 65 7.1 Extensibility Requirement description ..................................................................................................... 65 7.2 Add UDF Name using UDDMAINT ....................................................................................................... 66 7.3 Map UDF Name with STDCIF using UDDFNMNT ................................................................................ 68 7.4 Test UDF created in STDCIF .................................................................................................................. 69

8 Adding a SDE and an IC Rule ..................................................................................................................... 73 8.1 Extensibility Requirement description ..................................................................................................... 73 8.2 Add SDE SARVA_SDE in function ID ICDSDEM ................................................................................. 74


8.3 Add SDE fetch logic in ICPKS_MAINT package .................................................................................... 79 8.4 Create Rule SSDE with SARVA_SDE .................................................................................................... 81 8.5 Create product PSDE and link rule SSDE ................................................................................................ 87

9 Send Us your comments ................................................................................. Error! Bookmark not defined.


1 Preface

This document Extensibility By Example, discuss the step by step procedure to do certain extensibility changes /development in FLEXCUBE UBS.

1.1 Audience

The Extensibility By Example book is intended for FLEXCUBE Application Developers/Users who are authorized to perform the following tasks:

Modify the layouts of existing FLEXCUBE Screens

Modify the existing functionality by adding new fields/tabs/data blocks

Extend the existing screen to have fields based on customer specific table/fields

Add customer specific validations at extension hooks

Add customer specific processing logics in batch processing

Add customer specific notifications

Add customer specific calculation elements

Add customer specific reports

To Use this manual, you need conceptual and working knowledge of the below:

Proficiency Resources

FLEXCUBE UBS Development overview

FCUBS-FD01-01-01-Development Overview Guide

RAD function ID development getting started

FCUBS-FD02-01-01-RAD Getting Started

Extensibility introduction FCUBS-FD03-01-01-Extensibility Getting

started

1.2 Related documents

For more information on Extensibility, refer the below documents:

FCUBS-FD03-01-01-Extensibility Getting started

FCUBS-FD03-02-01-Extensibility Reference Guide

FCUBS-FD03-03-01-Extensibility By Example Volume 2


1.3 Conventions

The following text conventions are used in this document:

Convention Meaning

boldface Boldface type indicates graphical user interface elements (for example, menus and menu items, buttons, tabs, dialog controls), including options that you select.

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

monospace Monospace type indicates language and syntax elements, directory and file names, URLs, text that appears on the screen, or text that you enter.

1.4 Pre-request for Extensibility development

The following are pre-request for extendibility development:

Target FLEXCUBE environment where changes can be deployed and tested.

Ensure environment SMTB_PARAMETERS.RELEASE_TYPE is set properly to

CUSTOM/CLUSTER depending upon your requirement.

RAD Tools environment that linked with Target environment data base schema.

Ensure the RAD project release type is set either CUSTOM /CLUSTER depending

upon your requirement.

For more information, refer documents mentioned in related documents section.

2 Introduction

2.1 How to use this Guide

The information in this guide includes:

Chapter 2, “ Introduction”

Introduction section of this guide

Chapter 3, “Screen Extensibility –hide Field, Tab and Button”

This section describes steps to hide a field or Tab or Button. This is required as some

fields, tab or button may be irrelevant to a given FLEXCUBE UBS implementation.

Chapter 4, “Screen Extensibility – Customize Address Field”


This section describes steps to customize a given “address” field to suite the extensible

requirement

Chapter 5, “Screen Extensibility – Add fields to an existing screen ”

This section describes steps to add new fields to existing screen.

Chapter 6, “Call out Extensibility – Add validations”

This section describes steps to add validations at call out packages at database layer.

Chapter 7, “Adding UDF”

This section describes the steps to add user defined field to a given maintenance screen

and shows how it is used.

Chapter 8, “Adding SDE and IC Rule”

This section describes the steps to add SDE and link it to a given rule in IC module.

3 Screen Extensibility - hide Field, Tab and Button

3.1 Extensibility Requirement description

Hide following fields in STDCIF screen

Term field in Main screen

TEXT button in footer side

Auxiliary Tab in Main screen


3.1.1 STDCIF Existing Screen

The below picture shows the STDCIF screen prior to extensibility


3.2 Disabling the Field

Open the STDCIF_RAD.XML using RAD tool

Navigate as follows

o DataBlocks BLK_STTM_TAX TERM

Un check the Visible

Save the STDCIF_RAD.XML


3.3 Disabling the Button


Navigate as follows

o DataBlocks BLK_CUSTOMER BTN_TEXT


Remove the Event using – (minus) button



3.4 Hide Auxiliary Tab


Navigate as follows

o Screens CVS_MAIN BODY AUXILIARY


Remove the FieldSet Fields



3.5 Generating RAD files

Generate the files from RAD tool and ensure status are “Generated”.


3.6 Deploying the files

Copy the UIXML generated to respective path of FLEXCUBE target environment

Copy the Java Script files to the respective path of FLEXCUBE target environment


3.7 Test the changes

Launch the Target FLEXCUBE URL

Launch the STDCIF screen and test the changes developed.


4 Screen Extensibility - Customize Address Field


Enhance the STDBRANC function ID to have the following changes:

Rename address line 2 as PIN to refer pin code

Rename address line 3 as STATE to refer state codes

Add LOV to PIN field

Add LOV to STATE field

4.1.1 Assumption

Assume that PIN and STATE field LOVs would fetch from below tables where the data is factory shipped. This means there is no screen to populate the data.

Table Name: JKTM_JUNK_POST

Column Name Data Type Data Length

Constraints

CODE NUMBER 10

STATE VARCHAR2 20

PLACE VARCHAR2 20

Table Name: JKTM_JUNK_STATE


Constraints

STATE_CODE VARCHAR2 3

STATE VARCHAR2 30

Note: If new screen needs to be developed for these tables, refer the document FCUBS-FD02-02-01-RAD Function ID Development.

4.2 RAD changes specification

Unit Name: STDBRANC_RAD.XML

Canvas Name: CVS_MAIN


Block Name: BLK_BRANCH_DETAILS

Item Name Description Item Type

LOV_POST SELECT CODE FROM JKTM_JUNK_POST LOV

LOV_STATE SELECT STATE_CODE FROM JKTM_JUNK_STATE LOV

PIN PIN CODE LABEL

STATE STATES IN USA LABEL

4.3 Add LOVs

Open the STDBRANC_RAD.XML

Navigate to ListOfValues

Rightclick and add LOV - LOV_POST as per details shown in below picture

Add the LOV LOV_STATE


Navigate as below

o DataBlocks BLK_BRANCH_DETAILS BRNADDR2

Select LOV Name as “LOV_POST”

Select Return Fld Name as BRNADDR2 as shown below


Navigate as below

o DataBlocks BLK_BRANCH_DETAILS BRNADDR3

Select LOV Name as “LOV_STATE”

Select Return Fld Name as BRNADDR3 as shown below


Select Field Label attribute and change description as below


4.4 Preview the changes

Save the STDBRANC_RAD.XML.


4.5 Generate the files

Generate the files from RAD tool.


4.6 Deploy the files

Deploy the UIXML and Java script files. Compile the database units created.



Launch the STDBRANC screen and test the changes


5 Screen Extensibility - Add Fields to an Existing Screen


Add the following in STDCIF function ID o Add new data block which will have two fields

Tax ID – To enter the Tax identification of the customer

Term – To define the Tax calculation basis ( Monthly / Annual )

o Add the fields Tax ID and Term in Main canvas screen.

5.2 RAD changes specification

Create new Table: STTM_CUST_TAXID


Constraints

TaxId VARCHAR2 9 PRIMARY

Term VARCHAR2 10

Add block BLK_STTM_TAXID

Canvas Name: CVS_MAIN

Block Name View Type Table BLK_STTM_TAXID Single Entry STTM_CUST_TAXID

Add items TAX_ID and TERM

Item Name Item Type Label Code Amend-able

Read Only

TAX_ID TEXT LBL_TAX_ID Y N

TERM TEXT LBL_TERM Y N


5.3 RAD development steps

ADD the TABLE STTM_CUST_TAXID in the Datasource.


ADD the columns TAXID and TERM in the Datasource STTM_CUST_TAXID


ADD Fieldset FST_TAX


ADD the fields Tax Id and Term in the required section and partition respectively


Add Labels for TAX_ID and LBL_TERM


Preview the screen



Generate the files from RAD


5.5 Deploy the files.

Deploy the files into target FLEXCUBE environment


Deploy the file STDCIF.xml in the UIXML path specified


Deploy the STDCIF_SYS.js in the JS path specified



Launch the screen STDCIF and test the changes


6 Call out Extensibility - Add Validations


o Add the following in STDCIF function ID

Card Reqd – to choose if debit card required

Card Holder Name – name to be displayed on the plastic card.

o Add validation at the custom package to ensure the card holder name is given in

CAPITAL letters

6.2 RAD changes specifications

Alter the table STTM_CUSTOMER with following columns


Constraints

DC_REQD VARCHAR2 1

CARD_HOLDER_NAME VARCHAR2 35

Alter upload table STTM_UPLOAD_CUSTOMER with following columns


Constraints

DC_REQD VARCHAR2 1

CARD_HOLDER_NAME VARCHAR2 35


Alter Block BLK_CUSTOMER and add these fields

Item Name Item Type Label Code Amend-able

Read Only

DC_REQD CHECKBOX LBL_DC _REQD Y N

CARD_HOLDER_NAME

TEXT LBL_CARD_HOLDER_NAME

Y N

6.3 RAD development steps

Add columns DC_REQD and CARD_HOLDER_NAME in Data source

STTMS_CUSTOMER


Add Fields DC_REQD and CARD_HOLDER_NAME in the required section and

partition


Preview the screen



Generate the files from RAD


6.5 Deploy the files

Deploy the files into target FLEXCUBE UBS environment


Deploy the file STDCIF.xml in the UIXML path specified


Deploy the STDCIF_SYS.js in the JS path specified



Launch the screen STDCIF function screen


6.7 Add CAPITAL Letter validation

Open the stpks_stdcif_custom.Fn_Pre_Default_And_Validate function and add the below

code.

Dbg('In Fn_Pre_Default_And_Validate..');

Dbg('In validation code-Sarva...');

p_Wrk_stdcif:= p_stdcif;

IF

p_wrk_stdcif.v_sttms_customer.CARD_HOLDER_NAME NOT IN

(upper(p_wrk_stdcif.v_sttms_customer.CARD_HOLDER_NAME))

THEN

p_err_code := 'ST-OTHR-097';

p_err_params := NULL;

Dbg('Out of validation code-Sarva');

return FALSE;

END IF;

Dbg('Returning Success From fn_pre_default_and_validate..');


Maintain the error code ST-OTHR-097 in ERTB_MSGS

ERR_CODE LANGUAGE MESSAGE TYPE

ST-OTHR-097 ENG CARD HOLDER NAME should be in uppercase

E

6.8 Test CAPITAL Letter validation

Test the card holder name with lower case and check the error returned


Test the card holder name with UPPER case and ensure record saves.


7 Adding an UDF


o Add user defined field (UDF) called “Name” to reflect alternate name of the

customer in STDCIF

o There should not be any database table change (add columns) to achieve this

addition.

Note: User Defined Fields for a given function ID can be accessed using sub-system button “Fields” as shown in below picture.


7.2 Add UDF Name using UDDMAINT

Launch FLEXCUBE UBS

Launch UDDMAINT function ID

Create UDF – “Name” as shown in below picture


Save and authorize UDF – “Name” created.


7.3 Map UDF Name with STDCIF using UDDFNMNT

Launch UDDFNMNT to map the UDFs with Function ID

Map Create UDF – “Name” with STDC IF as shown in below picture


Save and authorize the UDDFNMNT record created

7.4 Test UDF created in STDCIF

Launch STDCIF and select “Fields” sub-system button.


Ensure “Name” UDF is shown as below

Enter the value for this field and save customer record.


8 Adding a SDE and an IC Rule


Hypothetical extensible requirement in IC module as follows: o Create System Data Element(SDE) – SARVA_SDE that returns the customers

current account balance.

o Create the Rule SSDE that has the following expression

If SARVA_SDE > MIN_BAL_REQD, apply CHARGE_1

If SARVA_SDE <= MIN_BAL_REQD, apply CHARGE_2

Where as MIN_BAL_REQD is existing SDE

CHARGE_1 and CHARGE_2 predefined UDEs

o Link the rule SSDE with IC product PSDE

o Link the customer account class with PSDE IC product to affect this rule and

SDE.


8.2 Add SDE SARVA_SDE in function ID ICDSDEM

Create SARVA_SDE as shown in below picture


Save and authorize SARVA_SDE


8.3 Add SDE fetch logic in ICPKS_MAINT package

Add the Code for the SDE SARVA_SDE in the function fn_get_sde_vals of

ICPKS_MAINT package

ELSIF p_sde_id = 'SARVA_SDE'

THEN

SELECT decode(a.ccy, global.lcy,

lcy_curr_balance,

acy_curr_balance)

INTO l_min_bal

FROM sttms_cust_account a

WHERE a.branch_code = p_brn

AND a.cust_ac_no = p_acc;

l_tb_acc_sde_vals(i).sde_id := p_sde_id;

l_tb_acc_sde_vals(i).from_dt := p_from_dt;

l_tb_acc_sde_vals(i).to_dt := p_end_dt;

l_tb_acc_sde_vals(i).sde_val := l_min_bal;

RETURN l_tb_acc_sde_vals;

Note: ELSIF Block continue for other SDEs. Do not break it when adding your code.


8.4 Create Rule SSDE with SARVA_SDE

Define the Rule SSDE in ICDRLMNT that uses the defined SDE SARVA_SDE.


Add the Expression, Case and Result in Formula Wizard.

(i) If SARVA_SDE (curr_bal) > min_bal_reqd, apply charge_1

(ii) If SARVA_SDE (curr_bal)<= min_bal_reqd, apply charge_2


Save and Authorize the Rule SSDE.


8.5 Create product PSDE and link rule SSDE

Define the Product PSDE in FID ICDPRMNT that uses the defined Rule SSDE.

Attach the account class ( of customer accounts) with IC product PSDE to apply this new

calculation

Run ICEOD and test the changes.

Note: For more information, refer IC product user manuals on working with IC related maintenances.


Extensibility By Example – Volume 1 May 2012 1.0 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 www.oracle.com/ financial_services/ Copyright © 2012 - Oracle Financial Services Software Limited. All rights reserved. No part of this work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any means, electronic, mechanical, photographic, graphic, optic recording or otherwise, translated in any language or computer language, without the prior written permission of Oracle Financial Services Software Limited. Due care has been taken to make this document FD03-03-01 Extensibility By Example – Volume 1 and accompanying software package as accurate as possible. However, Oracle Financial Services Software Limited makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage caused to the user by the direct or indirect use of this FD03-03-01 Extensibility By Example – Volume 1 and the accompanying Software System. Furthermore, Oracle Financial Services Software Limited reserves the right to alter, modify or otherwise change in any manner the content hereof, without obligation of Oracle Financial Services Software Limited to notify any person of such revision or changes. All company and product names are trademarks of the respective companies with which they are associated.

Oracle FLEXCUBE Universal Banking® 12.0 Extensibility By ... · Add the following in STDCIF...

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