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Business Scenarios for Form Integration

The following scenarios provide examples of processes performed by administrators and end users. Your organization may follow different processes according to your particular business requirements.

NOTE:  Users can generate a schema, and then import and map to fields on a PDF using either XSD or XML data. In these business scenarios, XML is used to illustrate the examples.

Setting Up Forms Integration

An immigration and citizenship agency administrator generates an XML schema and maps Siebel XML data to fields in a visa application form. The administrator then creates a form record that can be selected by agency personnel when processing applications for visitor status.

Generating a Form from Siebel Data

A client requests written proof of his citizenship. A citizenship clerk locates the client's record, determines that the client is a citizen, and generates a proof of citizenship form. The system generates the form, completing it with data from the client's contact record. The clerk can then print the form and mail it, or electronically transmit the form to the client.

Generating Multiple Forms

A citizenship clerk prepares all the necessary documentation for a citizenship ceremony. Before the ceremony, the clerk prints a new grant of citizenship form for each client who is scheduled to attend the ceremony. Each form is printed on an official government document, with fields for specific information about the client (for example, First Name, Last Name) and general information about the event (for example event date, office location, and so on)

The clerk reviews the list of clients scheduled to attend the event, selects the client records, and then chooses the appropriate form that must be generated. The system creates the forms populated with the required data. The clerk can then review the forms before sending them to a printer.