Oracle FLEXCUBE Universal Banking® 12.

0
Extensibility By Example Volume 2

Release 1.0

May 2012
Contents
1 Preface .......................................................................................................................................................... 3
1.1 Audience .................................................................................................................................................. 3
1.2 Related documents.................................................................................................................................... 3
1.3 Conventions ............................................................................................................................................. 3
1.4 Pre-request for Extensibility development ................................................................................................. 4
2 Introduction .................................................................................................................................................. 4
2.1 How to use this Guide ............................................................................................................................... 4
3 Extensibility Requirement and Development approach ................................................................................... 5
3.1 Credit turnover limit for capital account .................................................................................................... 5
3.1.1 Requirement .................................................................................................................................... 5
3.1.2 Approach......................................................................................................................................... 5
3.1.3 Assumptions .................................................................................................................................... 5
4 RAD – STDACCLS extensibility changes ..................................................................................................... 5
4.1 Create Table STTM_ACCOUNT_DAILY ................................................................................................ 5
4.2 Add STTM_ACCOUNT_DAILY Data source ......................................................................................... 6
4.3 Add BLK_STTM_ACCOUNT_DAILY data block .................................................................................. 7
4.4 Generate files and Deploy ........................................................................................................................ 8
4.5 Test the changes ....................................................................................................................................... 9
5 Accounting package – extensibility changes................................................................................................. 11
6 Testing the extensibility changes ................................................................................................................. 13

FD03-03-02 Extensibility By Example – volume 2 2

1 Preface
This document Extensibility By Example volume 2, 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:

 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

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

Proficiency Resources
FLEXCUBE UBS Development FCUBS-FD01-01-01-Development
overview Overview Guide

RAD function ID development getting FCUBS-FD02-01-01-RAD Getting Started

started

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

started

1.2 Related documents

 FCUBS-FD03-01-01-Extensibility Getting Started
 FCUBS-FD03-02-01-Extensibility Reference Guide
 FCUBS-FD03-03-01-Extensibility By Example Volume 1

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.
FD03-03-02 Extensibility By Example – volume 2 3
 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”
This is introduction section.

Chapter 3, “Extensibility Requirement and development approach”

This section describes the extensibility use case requirements which set the
context for this document.

Chapter 4, “RAD – STDACCLS extensibility changes”

This Section describes the STDACCLS function ID changes that are required to
meet the requirement.

Chapter 5 – “Accounting package – extensibility changes”

This section describes the accounting package extensibility changes required to
meet the requirement.

Chapter 6 – “Testing extensibility changes”

This section explains the steps used to test the development.

FD03-03-02 Extensibility By Example – volume 2 4

3 Extensibility Requirement and Development approach
3.1 Credit turnover limit for capital account
3.1.1 Requirement

Define the daily credit turnover limit on certain identified account classes.

During accounting, validate the limit for every account that belong to defined account
class and reject the transaction if exceeds.

Example:

If an account belongs to CAPIT (capital account) class that defined daily credit turnover limit
as 1000, the total credits should not exceed 1000 for a day.

3.1.2 Approach

Extend the Account class screen to define the credit turnover limit.
o Add the flag to enable/disable this limit verification
o Add amount field to capture the limit amount

During the accounting, add the validation in extended Custom package, to check and
return error.

Fn_updateCustAccount handler would be added for this validation.

3.1.3 Assumptions
Only daily turnovers are checked. This is applicable for only online transactions.

Definition of limit would be in local currency

4 RAD – STDACCLS extensibility changes

4.1 Create Table STTM_ACCOUNT_DAILY

Create table STTM_ACCOUNT_DAILY in Target FLEXCUBE UBS Schema with fields as

mentioned below.

Table Name: STTM_ACCOUNT_DAILY

Synonym Name: STTMS_ACCOUNT_DAILY

FD03-03-02 Extensibility By Example – volume 2 5

 Column Name Data Type Data Constraints
Length
CURRENCY VARCHAR2 5
DAILY_LIMIT_AMOUNT NUMBER
VALIDATE_LIMIT VARCHAR2 5
ACCOUNT_CLASS VARCHAR2 6 PK

4.2 Add STTM_ACCOUNT_DAILY Data source

Open STDACCLS_RAD.XML using RAD tool

Add data source STTMS_ACCOUNT_DAILY
Add all 4 fields

FD03-03-02 Extensibility By Example – volume 2 6

 Item Name Item Type Label Code VISI Read
BLE Only
VALIDATE_LIMIT CHECKBOX LBL_VALIDATE_LIMIT Y N
DAILY_LIMIT_AMOUNT AMOUNT LBL_DAILY_LIMIT_AMOUNT Y N
ACCOUNT_CLASS RESTRICTED LBL_ACCOUNT_CLASS N N
TEXT
CURRENCY TEXT LBL_CURRENCY N N

4.3 Add BLK_STTM_ACCOUNT_DAILY data block

Create new Data block BLK_STTM_ACCOUNT_DAILY
Add 4 fields into the BLK_STTM_ACCOUNT_DAILY

FD03-03-02 Extensibility By Example – volume 2 7

 Preview the screen to check field’s appearance in Preferences screen.

4.4 Generate files and Deploy

Generate the files in RAD tool

Deploy the file STDACCLS.xml in the UIXML path specified by Target FLEXCUBE
Deploy the STDACCLS_SYS.js in the JS path specified by Target FLEXCUBE

FD03-03-02 Extensibility By Example – volume 2 8

4.5 Test the changes

Launch Target FLEXCUBE UBS

Launch the STDACCLS function ID and test for new fields added in screen Preferences.

FD03-03-02 Extensibility By Example – volume 2 9

FD03-03-02 Extensibility By Example – volume 2 10
5 Accounting package – extensibility changes

The following code need to be added in acpks_custom. Fn_pre_validate_ac

l_total := 0;
dbg('pacno: '||pacno||' p_lcy_amount: '||p_lcy_amount);
begin
select VALIDATE_LIMIT, DAILY_LIMIT_AMOUNT
into l_check, l_amount
from sttms_account_daily
where account_class = (select account_class
from sttm_cust_account
where cust_ac_no = pacno
and branch_code = pac_branch
and exists
(select 1 from sttbs_account where ac_gl_no = pacno and
ac_or_gl = 'A'));
exception
when others then
dbg('Failure :: sttm_cust_account select ::
'||sqlerrm);
return false;
end;
dbg('l_check: '||l_check||' l_amount: '||l_amount);

if l_check = 'Y' then

select nvl(sum(lcy_amount), 0)
into l_dly_lcy_amount
from actb_daily_log
where ac_no = pacno
and ac_branch = pac_branch;
l_total := l_dly_lcy_amount + p_lcy_amount;
l_total := nvl(l_total, 0);

dbg('l_total: '||l_total||' l_amount '||l_amount);

if l_total > l_amount then
dbg('Daily Credit Limit Crossed');
perrcode := 'AC-LIM01';
pparam := '';
return false;
end if;
end if;

Compile the acpks_custom and invalid packages

FD03-03-02 Extensibility By Example – volume 2 11

FD03-03-02 Extensibility By Example – volume 2 12
 Add the Error Code AC-LIM01 in ERTB_MSGS

ERR_CODE LANGUAGE MESSAGE TYPE

AC-LIM01 ENG Daily Credit E
Limit
Crossed

6 Testing the extensibility changes

Launch STDACCLS screen and save the record with following paramters
o Daily credit turnover limit – 1500
o Enable the Daily Credit Turnover Limit Applicable

FD03-03-02 Extensibility By Example – volume 2 13

FD03-03-02 Extensibility By Example – volume 2 14
FD03-03-02 Extensibility By Example – volume 2 15
 Create new customer account with the account class saved earlier

FD03-03-02 Extensibility By Example – volume 2 16

FD03-03-02 Extensibility By Example – volume 2 17
 Launch DEDJRONL to post credit entries and test the extensibility chnages
o Enter initiat Cr transaction amouny 500 to save the transaction with in the limit

FD03-03-02 Extensibility By Example – volume 2 18

FD03-03-02 Extensibility By Example – volume 2 19
 Try the Cr transaction amount 1000 to breach the limit and check the below error
thrown.

FD03-03-02 Extensibility By Example – volume 2 20

Extensibility By Example – volume 2
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 FD03-03-02 Extensibility By Example – volume 2 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
FD03-03-02 Extensibility By Example – volume 2 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.

FD03-03-02 Extensibility By Example – volume 2 21