OUAF - Application Framework for CCB and RMB - Overview Part 1 of 3

Oracle Utilities ApplicationFramework (OUAF - Application Framework for CCB and RMB) Overview Copyright © 2013 Tata Consultancy Services Limited 1 This training material has been developed using Capsulate Our Understanding approach – an approach to document and consolidate as we try to understand the new module/functionality with the aim that it will help other associates to understand the same module/functionality in a considerably lesser time. The following documents were referred for creating this training material • Oracle Utilities Application Framework Business Process Guide • Oracle Utilities Application Framework Administration Guide • Oracle Revenue Management and Billing Banking User Guide • Oracle Revenue Management and Billing and Oracle E-Business Suite Integration Implementation In this presentation the OUAF screens have been logically depicted using worksheet layouts to represent the understanding based on the descriptive contents in the above guides. The actual screens in the application framework can have a different layout. 2 Agenda Oracle Utilities (Oracle RMB) - History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs, Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options, Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch, App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 3 Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch. Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options. App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 4 .History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs.Agenda Oracle Utilities (Oracle RMB) . Oracle Utilities (Oracle RMB) .History • Oracle bought SPL WorldGroup in 2006 • SPL was founded in 1968 and headquartered in San Francisco • SPL World Group was a leading provider of revenue and operations management software for utilities industry and public sector tax management solutions • SPL’s enSUMIT suite of industry solutions supports critical operational business processes. services. CRM and infrastructure software • SPL became a dedicated business unit within Oracle 5 . markets and geographies required • Oracle provides leading ERP. Oracle Utilities (Oracle RMB) .History SPL Utilities Revenue & Operations Management Footprint (in 2006/07) enSUMIT Product Suite Customer Care and Billing • Customer Call Center Management • Customer Care and Billing • Credit and Collections System Asset Management • Meter Data Management • Enterprise Asset and Work Management • Enterprise Real Time Scheduling Mobile Workforce Management • Mobile Workforce Management • Distribution Management Outage Management • Outage Management Architecture and Reporting • Enterprise Business Intelligence • Services Oriented Architecture 6 . Oracle Utilities (Oracle RMB) .History Perceived End-to-End Oracle Solution Suite at the time of acquisition (2006/07) 7 . Oracle Utilities - Current 8 Oracle Revenue Management and Billing (RMB) and its relation with Oracle Utilities • Oracle released Oracle Financial Services Revenue Management and Billing (RMB) for Banking in September 2009 • Oracle Financial Services Revenue Management and Billing is a now a billing application for banking, insurance, and health care verticals • The application is built on a 100% Service Oriented Architecture (SOA) supporting client business rules through configuration and customization, while still maintaining an upgrade path. • Oracle Financial Services Revenue Management and Billing is based on its own Application Framework Oracle RMB Framework • Oracle RMB Framework in turn is based on Oracle Utilities Application Framework (OUAF) • Various versions of the Oracle RMB application are compatible with specific version of the Oracle RMB Framework (for example Oracle RMB 2.2.4.X is compatible with Oracle RMB Framework 2.2.0.X) 9 Oracle Revenue Management and Billing (RMB) – Modules and Releases Application Modules • Oracle Revenue Management and Billing Banking • Oracle Revenue Management and Billing Insurance • Oracle Revenue Management and Billing Integrations Collection • Oracle RMB and Oracle Documaker Integration • Oracle RMB and Oracle E-Business Suite Integration • Oracle RMB and Oracle Data Integrator for Transaction Feed Management • Oracle RMB and PeopleSoft Integration Releases • Oracle Revenue Management and Billing application (v 2.2.1.0, 2.2.1.1, 2.2.2.0, 2.2.2.1, 2.2.3.0, 2.2.4.0 • Oracle Revenue Management and Billing framework (v 2.2.0, 2.2.0.12) 10 Oracle RMB – Installation Requirements Tier 1 (Presentation) • Internet Explorer 6.0.1 TL 5 • Oracle Enterprise Linux • Windows 2003 Server 11 .0 with Windows 7 er 2 (Business Logic / App Server) • Oracle WebLogic • IBM Websphere • Tomcat (for development only) ier 3 (Persistence / DB Server) • Oracle Database Server 11g Operating System Non-web prerequisites • Java • Oracle Client 11.0 or higher with Windows XP SP3 • Internet Explorer 8.3 TL 8. 6.2.2 • Micro Focus Cobol (COBOL programming language) • Perl (programming languages) • Hibernate (maps objectoriented domain model to traditional database model) • C3PO (library for augmenting traditional JDBC drivers with JNDIbindable DataSources) • AIX Unix 5. App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 12 . Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options. Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch.History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs.Agenda Oracle Utilities (Oracle RMB) . OUAF Application Framework – An Overview 4-Tier Architecture Maintenance & Business Object Concept Configurable User Interface Plug-In of Business Logic XML Application Integration (XAI)  Application Viewer Audit Trails Localization Support Multi-Language Support (MLS) Database and Operating System Security 13 . Tomcat* .z/OS .Oracle AS DB . Sun.Windows 2003 .MSS * Tomcat doesn't allow for the physical splitting of web and app server onto separate physical boxes 14 .4 Tiers Supported Platforms .UNIX (IBM.IE 6. HP.DB2 .WebLogic .Oracle .WebSphere .0+ Web Server Application Server . Linux) . Cobol Hibernate Database Connectivity (multi-protocol) ORACLE. DB2.Technical Architecture Details Web Browser User Interface with AJAX HTTP WebLogic WebSphere Tomcat Oracle AS Page Server Cache Business Logic (core) Server XAI MPL Custom Plug-ins XML Application Integration Tool Java. UDB or SQL Server Database Server 15 . Sun. HP.0  XML  Redundant UI Business Logic  XSLT UNIX (IBM.Browser based UI: Internet Explorer  HTML  Java Script Win XP IE 6. HP. Sun. Linux) Win 2003 UNIX (IBM. Linux) MVS (z/OS) Win 2003 Web / Application Server  Metadata Driven Database Server 16 . HP.Java (J2EE) Web/App Server  Web Application Server • • • • Win XP IE 6. Sun. Linux) Win 2003 Java Servlets AJAX based Stateless Language and Regional Settings  Business Logic Web / Application Server • • • Validation Metadata Driven Plug-ins  Framework Components UNIX (IBM. HP.0 UNIX (IBM. Sun. Linux) MVS (z/OS) Win 2003 Database Server • • • Security Audit License Key 17 . e. no stored procedures or PL/SQL) This is where you’ll find all of the business rules and all of the database access 18 ..The Location Of The Business Rules Web Server Application Server There are no business rules on the Web Server All business rules on the UI tier are redundant (e.g.. a dropdown that contains valid choices is not a substitute for a backend business rule that checks the user's choice is valid) DB There are no business rules in the database (i. FK and RI validation. Sun.g. Triggers.0 UNIX (IBM.  Avoid DB specific features (e. HP. Linux) MVS (z/OS) Win 2003 Web / Application Server Database Server  Minimal DB dependencies in code. Linux) Win 2003 UNIX (IBM. Stored Procedures  Metadata Driven 19 .Database Independence Win XP IE 6. Sun. HP. MO Definition  Most logical transactions are made up of several tables  The term maintenance object (MO) is used to describe the group of tables that hold an Theobject’s person maintenance physical data Person object's data is held in several tables Person CI_PER Person ID Person / ID CI_ID_TYPE CI_PER_ID Person / Name Person / Phone Phone Type CI_PER_NAME CI_PER_PHONE CI_PHONE_TYPE Note. this is a simplification as this MO has more than 4 tables 20 . Why MOs?  A service-oriented architecture (SOA) means that services are invoked to perform tasks (e. read a person.) and the service determines how to satisfy the request – This means the caller does not have to know about the table structure  A great deal of logic in the system is implemented by invoking the MO’s service via an XML document Person Person CI_PER Person / ID CI_PER_ID Person / Name Person / Phone CI_PER_NAME CI_PER_PHONE 21 . add a person. etc.. change a person.g. a tax management implementation could set up BOs for individual taxpayers. etc. For example. rather than work with the generic person MO 22 .Business Object Business objects are specialized versions of MOs that are designed to match the business. partnerships. corporations. you can easily add. change. safe.Business Objects Are Logical Views of Maintenance Objects MO’s are abstract to handle disparate requirements (for example.e. the Person object doesn’t have a column called "daytime phone") Business object’s are not abstract.. delete and read BO’s) They are true subclasses of the MO and therefore take advantage of the rich. notice how each has specific fields Person Maintenance Object (MO) Person Person Name Person Id Person Phone Id Type Phone Type Person Char Char Type Busines s Objects Individual Taxpayer • • • • • • • • Legal name ID (e.g. and sophisticated business rules embodied in the 23 base-package MO’s . driver’s license) Birth date Commercial Customer • Name Spouse • Tax ID Number of dependents • Primary SIC code Daytime phone • Accounting phone nbr Evening phone • Service phone nbr Mailing address • Mailing address • Credit issues address They closely represent the business They are easy to access using the configuration tools (i. are displayed. Object Display Area The menu bar These allows you4toelements This area to contains the object /The query that you’ve navigate other Dashboard contains appear on every transactions. accounts financial the upcoming slides history. navigate to other transactions. The status bar contains informatory messages about what the system just did 24 . etc.The Anatomy Of User Interface The action bar contains buttons that allow you to update the database and navigate to other transactions. feature over perform common tasks and This payments. We’ll discuss zones that allow you to requested. page howis towhere use thisbills. the system interrogates the metadata to determine the plug-in(s) to invoke and then invokes them  User Exits/Change Handlers are to extend the code with implementation-specific business rules  Customizable Menu .implementations may override the message text for system error and warning message and also may introduce new messages to support implementation specific errors and warnings 25 .Plug-In of Business Logic  Many business processes and business objects have their logic controlled by metadata objects that we refer to as Plug-ins/ Algorithms  At run-time.allows you to insert new implementation-specific transactions on the menu  Background Processes may be created to execute implementation-specific business rules  Messages . the system invokes the Levy NSF Charge algorithm that's plugged in on the account's customer class admin object Fixed Amou nt % of Paymen t Levy N SF C h arge Custome r Class 26 .An Algorithm Example – – Consider the problem of implementations having different logic to calculate a nonsufficient funds charge When a payment is cancelled due to nonsufficient funds. Some Objects Are Preconfigured  Some objects are delivered with their algorithms plugged in – If you’re happy with the base-package functionality. you must configure the plugins for the customer’s specific rules 27 . you can develop new plug-ins or configure the basepackage plug-ins accordingly  Other objects are delivered without their algorithms plugged in – At implementation time. no new algorithm is necessary – If you want to change the functionality (or extend it). Web Self Service. MS Office. Servers <BizTalk> <Body> <AccountInfo> <BizTalk> <Body> <Request docTynfo"> <Account> <AccountInfo> <BizTalk> <company>99ny> <Body> <Request docTynfo"> <accountId>5ntId> <Account> <AccountInfo> <area>001</area> <company>99ny> <Request docTynfo"> </Account> <accountId>5ntId> <Account> </Request> <area>001</area> <company>99ny> </AccountInfo> </Account> <accountId>5ntId> </Body> </Request> <area>001</area> </BizTalk> </AccountInfo> </Account> </Body> </Request> </BizTalk> </AccountInfo> </Body> </BizTalk> ERP / GL Billable Charges Meter data Outside Agents …etc… Mass XML Integratio n XML Staging <BizTalk> <Body> <AccountInfo> <BizTalk> <Body> <Reques t docTynfo"> <Acc ount> <AccountInfo> <BizTalk> <c ompany>99ny> <Body> <Request docTynfo"> <acc ountId>5ntId> <Account> <AccountInfo> <area>001</area> <Reques<company>99ny> t docTynfo"> ount> <acc</Acc ountId>5ntId> <Account> </Request> <area>001</area> <c ompany>99ny> </AccountInfo> </Account> <accountId>5ntId> </Body > </Request> <area>001</area> </BizTalk> </AccountInfo> </Account> </Body> </Reques t> </BizTalk > </AccountInfo> </Body> </BizTalk> Mass record Integratio n DBMS Staging 28 . etc.XAI Tool for XML Integration <BizTalk> <Body> <A ccountInfo> <Reques t do cTynfo"> <Accoun t> <company>99ny> <accou ntI d>5n tId> <area>001</a rea > </Account> </Req uest> </AccountInfo> </B ody> </BizTalk > Real time XML: Web Services interfaces: Integration CRM. XAI Tool  Allows invocation of application functions via Web Services  Mechanism to receive and dispatch XML based messages to other systems – – – – HTTP Message Queue Flat Files Staging Database  Supports popular tools – – – – Biztalk SeeBeyond MQSeries JMS Queues 29 . Application Viewer Overview  The Application Viewer allows to explore meta-data driven relationships and other deliverable files online  The following sections are available in the application viewer – – – – – – Data Dictionary Maintenance Objects Algorithms COBOL source Java Docs Service XML 30 . Audit Trails  You tell the system which fields to audit  You also tell the system the name of the table on which to store the audit log  When a user changes such a field (or adds / deletes a record that contains such a field) the following information is recorded on an audit log: – – – – – – – – User ID Date/Time Table name Row’s prime key value Field name Before image (blank when a row is added) After image (blank when a row is deleted) Row action (add. delete) 31 . change. Day o Time Format (e. 24 hour clock versus AM/PM) – Currency format o Decimal point symbol o Thousands separator o Position of negative sign  The following values can differ based on other things – The address components may differ per country – The phone number constituents may differ per phone type 32 .g..Localization Support  The following values can be defined on the user’s profile in release – Date / Time display formats o Position of Year. Month. Multi-Language Support (MLS)  End-user MLS functionality – Different labels depending on user’s language o Defined in the user interface meta-data – Different drop down values depending on the user’s language o Defined in the control tables – Different error and warning messages depending on the user’s language o All messages have been codified o Each message code has a different value per language code 33 . managed by Web server Web server: • provides authentication. • browser is closed Browser caches the user’s application security values Application security is described in depth later in this course 34 . • keeps a session cookie that holds the authentication certificate SSL encryption can be used here if desired. authorization services are NOT used Sessions expire when: • Web server time out. Unix.Database and Operating System Security Web / Application Server Database Server Browser: • provides logon prompt. • allows you to use your operating systems authentication: Windows. Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options.History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs.Agenda Oracle Utilities (Oracle RMB) . Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch. App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 35 . Page Components Actions / Navigation Area Dashboard Area Object Display Area 36 .Standard Features . Users can click anywhere on the menu bar on the left side of the object display area to expand the menu. 37 .Menu Bars in Object Display Area Menus are available in the object display area to help users navigate to various pages within the system. Script Area in Object Display Area When a script is initiated. The information in the script area takes the user through the steps in the selected business process. the object display area shifts down to make room for the script area. 38 . Components in Object Display Area Text Box Grid Date Only Field Get More Editable Grid Date & Time Field Time Only Field Currency Field Scrolls Go Look Button Context Menu Button 39 . Components in Object Display Area Notebooks Accordion Trees 40 . Maintenance Pages 41 Maintenance Pages 42 Query Pages Query pages open as a result of the following actions: • Selection of a menu item (either from a menu bar of from a Context Menu button) • Drilldown using a Go To button 43 Portal Pages 44 . Dashboard Portal Dashboard Area is made of Dashboard Portal with multiple Zones • Actions / Navigation Area Script Area Current To Do Zone Favorite Links Zone Object Display Area Favorite Scripts Zone Switch Language Zone To Do Summary Zone Work List Zone • • • • • • • • • • • • • View To Do Entry Message • Go to Object • Launch Script View To Do Entry Information View Related To Do Entries Assign Related To Do Entries Complete To Do Entries Request next To Do entry List favorite links from User Preferences Clicking on the favorite link invokes the transaction List BPA Scripts from User Preferences Clicking on the favorite script executes the script in the script area the application’s language Switch Summary of To Do Entries assigned to the user along with aging Selecting an entry will transfer user to the To Do List transaction screen Provides quick access to an entire column 45 . User Preferences User or My Preferences (Admin > Users or Main > My Preferences) Main First Name Last Name User ID Login ID Language Code* User Enabled User Type Portals Profile User ID Favorites Profile User ID Display Profile ID* Email ID Dashboard Width Home Page User Group End Date Access Security To Do Roles Portal Preferences* Default Access Group Data Access To Do Role Roles Expiration Date Favorite Links* Favorite Scripts* Navigation Option Sequence Security Access Portal Zone Display flag Initially Collapsed Sequence Refresh Seconds Security Access Scripts Sort Sequence Security Access Characteristics Characteristic Types Characteristics Value Sequence 46 . Zones Portals and Zones are the preferred technique used by the base product for query and maintenance dialog Additional Portals and Zones can be configured if the base package pages or portals do not satisfy the business needs Types of Zones • Info Zones • Query Zones • Multi-Query Zones • Map Zones 47 . Zones – Info Zones An "info zone" allows users to see a list of information about an object. 48 . 49 .Zones – Query Zones A “query zone" allows users to find objects matching a given search criteria. 50 .Zones – Multi-Query Zones A “multi-query zone" combines individual Query Zones into a single query zone. 51 .Zones – Map Zones A map zone displays information related to one or more objects. Types of Portals and Zones All-In-One Portal • single portal allows a user to find a record and maintain the record • A zone listing all existing records is displayed when first entering the portal • User can perform actions on existing records • User can add new records List Zone • This info zone appears when first entering the portal and displays a row for each record • Add link on the zone’s title bar is available to launch BPA script to add new record • Broadcast icon with each row to open other zones • Edit. either on the Main tab or on a to the record’s maintenance separate Log tab portal • Lists log of important events in the MO52 lifecycle . the zone uses standard html zone or may be a multi-query rendering based on the BO schema zone Log Zone • Each row of the search results • Log zone is shown in an info zone on the contain a hypertext to navigate portal. Delete. Duplicate icon may be included with each row Object Display Zone • Zone displays the object being maintained eparate Query and Maintenance Portal • Typically it is a derivable map zone where the UI map is defined on the record's • query portal contains a zone to business object search for the object • If no map is provided on the business • zone may be a standard query object. History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs. Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options.Agenda Oracle Utilities (Oracle RMB) . App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 53 . Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch. Batch Processes Batch processes handle many important functions in the system including: – The billing process (note that bills can also be created online/ real time) – The process that monitors customers for overdue debt – The payment upload interfaced – The meter-read download and upload – and many more… 54 . the bill print extract. The process will know where it left off – – Batch processes can execute concurrently with the online system 24 x 7 Batch processes that produce extract files (e.. simply re-execute it after the cause of the problem is corrected. it can always be reproduced 55 . business intelligence extracts. the GL interface.g.Batch Processes – Batch processes are all restartable o If a batch process fails. etc.) can reproduce the historical output o If an extract flat file is lost or corrupted. the batch job will abort (and X is a parameter that can differ for each batch job) – Severe errors o These are errors that will cause the batch job to abort immediately 56 . all uncommitted changes are rolled back and processing restarts where it left off (skipping the erroneous object) o When more than X of these errors occur. but not severe enough to abort the entire job • When these occur.Errors – – Warnings o These are unusual. but non-fatal conditions detected by the job o An entry is created in the batch run's message log (explained in a few slides) for each warning Non-severe errors o These are errors that prevent the successful processing of a unit of work. concurrent threads is almost always faster than running it in a single thread Audits of every execution of every thread are maintained o Statistics with respect to number of records and start / stop times o Informational and error messages are retained for each thread 57 . the BILLING process can be executed so that bills are produced in multiple “threads” (and these threads execute concurrently) – – Running a batch process in multiple.Parallel Processing – Many processes have been designed to run in multiple parallel threads in order to speed execution o For example. speed of your disk drives. speed of the network between the database server and the application server) Start with one thread for every MHz of application server CPU available. if you have 4..g. Refer to the Framework Administration Guide – Defining Batch Processes – Optimal Thread Count for recommendations with respect to how to find the optimal number of threads for your processes 58 ..e. – The following is a100 rough guideline: For example.Optimal Number Of Threads Determining the optimal number of threads for each batch process requires analysis – This is because each process is different and is dependent on: o The data (e. an implementation that bills for a single service on a quarterly basis has different performance traits than an implementation that bills for 10 services on a monthly basis) o The hardware configuration (i. 450 MHz processors available on your application server. you can start with 18 threads to begin your testing: (450 * 4) / 100 = 18. number of processors. you must define a value) o Number of records between commits • The default differs per batch job (you’ll find the default in the description of the batch job) o Number of minutes between cursor re-initiation • The default differs per batch job (you'll find the default in the description of the batch job) 59 . override parameter values can be supplied o If a parameter is not supplied. the process uses a default value – Examples of parameters include: o Number of parallel threads • The default for all batch jobs is 1 (if you want multiple threads.Parameters – When a batch process is submitted. Parameters – Business date o The default is always the current date – Number of errors before a job is aborted o The default varies by job but is generally between 300 and 500 – Rerun number o This is used for batch jobs that produce extract files and is only specified to re-extract historical output – Trace output switches  Some batch processes have additional parameters – For example. the bill print extract job has parameters that define the file path and the file name of the extract file – You’ll see these in the application viewer and on the batch control page 60 . Main Main Menu > Batch > Report History Report Code Report Code <program-specific parameters> Description Long Description 61 .Main Batch Job Submission .Batch Jobs and Reports Batch Cluster . cluster member.Main Main Menu > Batch > Batch Cluster Batch Cluster zone Details of the cluster Batch Job ID Cluster Thread Pools zone Batch Code Thread pools of the cluster Thread Number Cluster Members zone Thread Count Host Name and ID of the Batch Rerun Number cluster members Batch Jobs zone Batch Business Date List of batch jobs currently Override Nbr Records To Commit running on the cluster Override Max Timeout Minutes Batch Thread zone User ID List of batch job threads Language Code currently running on the Program Name cluster <program-specific parameters> Cluster Details zone Related information for the thread pool.Main Main Menu > Batch > Report Submission Main Menu > Batch > Batch Run Tree Batch Control process Batch Number • Number of records processed • Number of records in error • Elapsed time • To Do Entries • Start Date/Time • End Date/Time • Error Messages Report Submission .Main Batch Run Tree. and batch job Main Menu > Batch > Batch Job Submission Report Submission . App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 62 .History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs. Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options.Agenda Oracle Utilities (Oracle RMB) . Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch. What Is “To-Do” Processing? – A to-do list contains messages that describe tasks that require human attention. for example: o o o o – – Reminders to follow up on customer contacts Notifications about errors during a batch process Notifications when refunds require approval … These messages are referred to as To Do entries Click the To Do button in the action bar to see a summary of entries… 63 . Each user can define the age boundaries of the colors on their User Preferences. yellow is middle-aged. red is old). You can see the count of each age by hovering the mouse over the bar You can click on one of the counts or colored bars to open a To Do List… 64 .To Do Summary  The To Do Summary page summarizes all entries that a user can access Notice how the Total is divided into entries Assigned to You and entries that haven't been assigned to anyone yet (Open) Priority is discussed later The color in the bar indicates the age of the entries (green is young. To Do List  The To Do List page shows entries of a given type These options are used to sort and filter the entries in different ways These icons highlight that the entry has manual comments or that it has been manually reassigned Click on the Create Date/Time to drill to the entry where you can add comments. the system assumes you are taking responsibility for it (and assigns it to you) 65 . forward it to another user (and more) Click on a message to drill to the transaction (or start a BPA script) that is typically used to resolve the issue If you click on an unassigned entry's Message. see its history. this zone only refreshes on demand) 66 . assigned and how old the entries click onrespective the bar to open a To Do List are Click to refresh the list (for performance reasons.To Do Summary Zone  The To Do Summary Dashboard zone shows a summary of the entries that are assigned to you – This is the same information shown on the To Do Summary page in the Assigned to You column  Putting this zone on your Dashboard is a over a bar to see simple way to alwaysHover see what you've been the number of entries. To Do Events trigger creation of email-like messages describing work that requires human attention. Each message can be treated as a To Do entry To Do Role • Each To Do entry is assigned to a specific To Do Role • Role defines the users who may work on the entry • To Do Type defines the permissible roles that can be assigned to a To Do entry To Do Priority Priority represents theWork Distribution processing order with • To Do entries may be respect to other To Do manually assigned to entries users by supervisors • Users can themselves pick To Do entries • Dynamically assign the highest priority work to users on demand whenever they are available for fixing 67 errors . To Do To Do transactions that aid supervisors in the monitoring and assignment of To Do entries. Supervisor To Do SummarySupervisor User Summary Supervisor To Do Assignmen To Do > Supervisor To Do Summary To Do Type Priority Total No of Open No of Being Worked On Age-bars To Do > Supervisor User Summary User ID To Do Type To Do entry To Do transactions that aid users in the assignment and working of entries in To Do Lists To Do List To Do Summary To Do > To Do Summary To Do Type Priority Total No of Open No of Assigned to you Age-bars To Do > Supervisor User Assignment To Do Type To Do entry Status Priority Create Date/Time Worked By No of Related Entries To Do Entry Status Message Assign to User To Do > To Do List To Do Type & User Name To Do ID To Do Entry Status Message Create Date/Time Assignment Date/Time Related Entries Priority 68 . To Do To Do Entry and To Do Log transactions maintain the To Do entries To Do Entry To Do > To Do Entry (Add) To Do Type To Do Type Priority Override Priority Subject Comment Send To Role User To Do Entry To Do > To Do Entry To Do ID To Do Type Role Message Status Priority Assigned To Sent By Created By Extract Info Comments Summary of related entries Complete To Do Forward To Do Send Back To Do Log Date/Time Log Type Details Log User Assigned To To Do Search To Do > To Do Search Related To Do To Do Type Char Type User Date Range Status To Do ID To Do Type Role Message Status Priority Assigned To Sent By Created By Extract Info Comments Complete To Do Forward To Do Send Back To Do 69 . App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 70 .Agenda Oracle Utilities (Oracle RMB) .History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs. Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options. Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch. and data access Inbound HTTP requests are handled by Java Servlets Java Servlet may invoke Data Service Objects Data Service Objects route control to Java based business entities Business Entities use Hibernate ORM for data access and persistence Information is presented in a web browser (Internet Explorer 6. e. no applets). browser communicates with Web Application Server via HTTP presentation layer makes use of XSL/T technology to create HTML for the browser Data Access and Update Service are implemented in Java 71 accessing Oracle or DB2 database . business logic.Logical Architecture Web Application Server is divided into 3 logical tiers: presentation services.g.0) using HTML and JavaScript (not Java. Logical Architecture (Services) • Oracle RMB Architecture makes use of “Services”. • List services can be used to flesh out lists contained in page services where more data is available than can fit in the (fixed-size) buffer. • Page services may be called in five primary "modes": Read. with a root object containing attributes as field/value pairs. "A2". possibly containing nested lists. which is generated based on the Java class information. and recursively containing lists of similarly structured objects. with values "MN". Every service is defined with a 72 single XML document. • List services define a list of objects. Add. etc. A3". which are data access and update services • Data Access and Update Service are implemented in Java accessing Oracle or DB2 database • Each service invocation represents a distinct database transaction • There are three kinds of services: Page. "AL". The results are structurally similar to List services. • Typical maximum nesting depth is 4 levels of contained lists. Delete. List. The input is a set of criteria and a search mode. and Search • Page service defines all data needed to display data on a single tab menu across all child tab pages • The data structure is logically a tree. . • List services can be accessed independently for list oriented data. • Search services are used to support ad-hoc user searches for data. • System represents the structure of a service using an XML document. Change. Copy. and Default. List services do not support database updates. and application programming interfaces (APIs) that bring together all the different components to enable development of a project or solution • Oracle Revenue Management and Billing application is based on Oracle Utilities Application Framework • Other applications that are based on the same framework include modules within Oracle Customer Care and Billing 73 . thus providing application-specific software • It consists of reusable software platform to develop software applications. • Software frameworks include support programs. compilers. code libraries.Oracle RMB Framework • Application framework consists of a software framework used by software developers to implement the standard structure of an application • Software framework is an abstraction in which software providing generic functionality can be selectively changed by additional user-written code. tool sets. products and solutions. Oracle RMB Framework.Server Architecture HTTP Request Browser on Client ORM Query Java Servlet on Web Application Server Retrieve meta-info of the service Identify Service to handle the request Persistent Tables on RDBMS Build Java data structure from browser data (string) using service XML metainfo Invoke Java service 74 . Tree of JavaScript Object Nodes and Values Browser on Client Combine Model and View by a namematching scheme Model Servlet on Web Application Server Generate View .HTML with <label> and <select> elements Identify XSL/T Template files Apply XSL/T template files on UI Metadata XML Data UI Metadata XML View Persistent Tables on RDBMS 75 .Oracle RMB Framework.Client Architecture Generate Model . listRead GET Accepts key/value pairs describing a list of database entities. pageCopy POST Accepts a data model representing a model that should be duplicated. • Client submits an HTTP request message to the server. returns nothing. pageDefault POST Accepts a data model describing a triggered "default“ operation. returns new model. returns list of objects satisfying said criteria. Search GET Accepts key/value pairs containing search criteria. StringSort POST Allows locale-sensitive sorting of strings. such as a map of all system URLs and a definition of menu structures pageRead GET Returns a data model object given one or more key/value pairs.Client Architecture Servlet HTTP Usage Name Metho d loginInfo GET Provides useful global data at login. pageChange POST Accepts a data model representing modifications that should take place against an existing database entity. • Server performs functions and returns HTTP response message to the client • Response contains completion status of the request and the message body • HTTP defines methods to indicate desired action to be performed on the identified resource 76 . returns modified model. returns the duplicate. pageDelete POST Accepts a data model representing a database entity to be deleted. retained for life of session. returns a model object containing default values.Oracle RMB Framework. pageAdd POST Accepts a data model representing a new entity that should be inserted into the database. returns said list. Used for sorting strings in grids when user clicks on the column header. Agenda Oracle Utilities (Oracle RMB) . Reports and XAI Application Framework – To Do Application Framework – Logical Architecture Application Framework – Options.History Application Framework – System wide Standards Application Framework – Configurable UI Features Application Framework – Batch Jobs. Tools and Meta-data User Interface Tools Database Tools To Do Lists Background Processes Algorithms Scripts Data Synch. App Viewer and Reporting External Application Integration General Options Configuration Tools Security and User Options Other Tools 77 . Data Access Roles and Users • User Interface Tools • Database Tools • To Do Lists • Background Processes • Algorithms • Scripts and Script Options • Application Viewer • Reports Design and Development • External Application Integration • Configuration Tools • CMA. Definitions and Tools to design. ConfigLab and Archiving Engine 78 . develop and modify business applications • Installation and General Options • Access Groups.Oracle Utilities Application Framework (OUAF) Oracle Utilities Application Framework includes Options. OUAF – General Options General Options • • • • • • • • • • • • • Installation Options Multi-Language Options Country level Options Currency Codes Time Zones Geographic Types Work Calendar Display Profiles Phone Types Characteristic Types and Values Foreign Key References Feature Configurations Master Configurations 79 . Messages 80 .Main.Installation Options . Installation Options . Reporting Tool Invoke the external reporting tool from within the system SMS Receive Service Provide SMS receive service SMS Send Service Provide SMS send service Global Context Populate other global context values based on the new value of the global context field that has changed Ldap Import Operations on users. groups. and group memberships To Do Information Ldap Import Preprocess Preprocess data retrieved from LDAP Override system default to-do information To Do Pre-creation Invoked when a to-do entry is added 81 .Algorithms System Event Description System Event Description Email Service – Validate Attachments Validate the attachments for size and total count while sending attachments using Email Service. Next To Do Assignment Geocoding Service Retrieve latitude and longitude coordinates using address information through Oracle Locator Find the next To Do entry a user should work on. It is called from the Current To Do dashboard zone when user asks for next assignment. Installation Options – Accessible Modules. Installed Products 82 . General Options – Languages • System provides support for multiple languages in a single environment • System users can use the system in their preferred language • Translation to the language for labels and static texts needs to be defined • Each product built on the framework can support additional uses for language • For example. CCB can send bills and correspondences in the customer’s preferred language 83 . General Options – Countries and Currency Codes 84 . Work Calendar and Phone Types 85 .General Options – Geographic Types. algorithm can be plugged in to validate the entered value Foreign key -value Valid values are defined in another table .Individual valid values for the characteristic type are defined in a discreet list .Optionally. image of a letter from a customer as a file location characteristic on customer contact entry .Characteristics (values) of this type contain a URL pointing to a file or a web site .General Options – Characteristic Types and Values aracteristic Type add a new field to the object (like EBS’ DF Indicate one of the 4 categories while defining Characteristic Type Predefined value Ad hoc value .Holds references to documentation / images associated with a given entity .Valid values for the Characteristic Type are many and not possible to define discreet list .Information about the foreign table must be stored in foreign key reference table File Location .Button appears on the entity screen to open the URL in a separate browser window 86 .Example. Feature Configuration and Master Configuration Foreign Key Reference defines the necessary A few system’s FEATURES are configured by information needed to reference an entity in certain table populating OPTIONS on a “feature configuration” FK Reference control table (setup) is used to: • Validate a foreign key value against a corresponding table • Display standard information description of the reference entity • Provide navigation information to the reference entity’s maintenance transaction New FEATURE is defined by a new LOOKUP VALUE (say xxxxx) to the EXT_SYS_TYP_FLG lookup field FK Reference is defined for a maintenance object’s primary table OPTIONS (setups) for the FEATURE are defined by creating a new lookup field with the name in the format as xxxxx_OPT_TYP_FLG Internal system logic looks at the feature option values to drive processing 87 .General Options – Foreign Key Reference. OUAF – Security and User Options Security and User Options • Application Security • Action Level Security • Field Level Security • Encryption and Masking • Row Security • Access Groups • Data Access Roles • Users • Application Services • Security Types • User Groups • Access Groups • Data Access Roles • Users 88 . Application Service and Security Structure Product Function Rows Fields Algorith m Security Type Authorization Levels Application Service Access Modes Access Group User Group User Data Access Role89 . Change.Application Service plication service is associated with every securable function in the syst Object Description Maintenance Object All maintenance objects define an application service that includes the basic actions available. Menu Items Menu items may define an application service to suppress itself if the underlying application security for the transaction does not provide enough fine grained control. In most cases the zone defines the same application service as its portal. In addition. typically Add. Zones Zones define an application service. BPA Scripts BPA scripts that are accessible via a menu define an application service with the access mode Execute. the zone will not be visible on the portal. the standard maintenance object access modes of Add. Portal Page For portal based user interfaces. 90 . Change. the application service must include access modes that correspond to each state. For zones linked to a portal. If the business object defines a lifecycle. Delete and Inquire are included. if a user doesn't have access to the zone's application service. allowing the user interface to be secured independently of the underlying object security. each main portal defines an explicit application service with the access mode Inquire. Business Objects Business objects define an application service. Business Services Business Services define an application service with the access mode Execute. Delete and Inquire. Application Service 91 . Security Type and User Groups 92 . Data Access Groups and Data Access Roles 93 .