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About Siebel Master Data Applications Integration Services
Siebel Master Data Applications (Siebel MDA) provide an object called a business service, which you can reuse in multiple applications. These business services together perform the insert, update, query, and delete operations on Siebel MDA data. You can use these business services together in the prebuilt workflow processes or build your own workflow processes or business services. The Siebel Connector for the Master Data Applications provides the following prebuilt business services that you can configure to meet your business requirements:
- UCM Transaction Manager
- UCM Converter
- UCM Dispatcher
- UCM Security Manager
- UCM Publish/Subscribe Service
- UCM Batch Manager
- UCM Data Quality Manager
- UCM Survivorship Engine
- UCM Account Source Data and History Service
- UCM Contact Source Data and History Service
- UCM UI Interaction Service
- UCM FINCORP Account Source Data and History Service
- UCM Household Source Data and History Service
You can configure business services by manipulating their user properties, or you can create your own business service in Siebel Tools. For information on using Siebel Tools to configure your application, see Configuring Siebel Business Applications. NOTE: After you have configured your business services to accomplish the tasks required for your business scenario, you need to compile the business service to include the new information in your Siebel repository file (.srf ). Then copy the .srf file to the directory where your Siebel Servers can access it.
For further information on integration services and the Siebel MDA architecture, see About Integration Services for Siebel Master Data Applications and other topics in Architecture and Framework. UCM Transaction Manager
You can extend this business service by manipulating its Operation user property. The basic format for value entry for each operation is as follows: CIFOperation_Query
Service/Method/Argument;Argument; or /Method/Argument;Argument;
- Service, Method, and Argument are separated by a forward slash (/).
- Each Argument ends with a semi-colon (;).
CIFOperation_XMLQuery
EAI Siebel Adapter/Query/#XMLHierarchy;
- The default Service name is EAI Siebel Adapter and the default argument name is SiebelMessage.
- SiebelMessage indicates turning off the SiebelMessage.
- XMLHierarchy indicates replacing SiebelMessage with XMLHierarchy.
CIFOperation_GetValue
FINS Industry/BC Facility Service/HierarchySearchSpec/!SiebelMessage;A=>B;
- A=>B means getting argument value of A from argument value of B where argument B is an argument of the Connector Integration Object Instance.
Table 5 lists the user properties examples for the UCM Transaction Manager.
Table 5. User Properties for UCM Transaction Manager
|
|
Account Address Field 1 |
Street Address;Street Address |
Account Address Field 2 |
City;City |
Account Address Field 3 |
State;State |
Account Address Field 4 |
Postal Code;Postal Code |
Account Address Field 5 |
Country;Country |
Account Address Primary CUT Address |
Primary Address Id;Account_Business Address |
Contact Address Field 1 |
INS Personal Street Address;Street Address |
Contact Address Field 2 |
INS Personal City;City |
Contact Address Field 3 |
INS Personal State;State |
Contact Address Field 4 |
INS Personal Postal Code;Postal Code |
Contact Address Field 5 |
INS Personal Country;Country |
Contact Address Primary Personal Address |
Primary Personal Id;Contact_INS Personal Address |
DispatcherMapName |
CIFDispMap |
Enable Updating SDH Type on Error |
TRUE |
EnableAgentLock |
TRUE |
Household Address Field 1 |
Street Address;Street Address |
Household Address Field 2 |
City;City |
Household Address Field 3 |
State;State |
Household Address Field 4 |
Postal Code;Postal Code |
Household Address Field 5 |
Country;Country |
Household Address Primary CUT Address |
Primary Household Address Id;Household_Household Address |
Insert_IOandOp_Account |
CIFAccountInsert;CIFAccountInsertRs;IXMLOperation_ADD |
Insert_IOandOp_Contact |
CIFContactInsert;CIFContactInsertRs;IXMLOperation_ADD |
Insert_IOandOp_FINCORP Account |
CIFFINCORPAccountInsert;CIFFINCORPAccountInsertRs;IXMLOperation_ADD |
Insert_IOandOp_Household |
CIFHouseholdInsert;CIFHouseholdInsertRs;IXMLOperation_ADD |
IONameForQueryBV_Account |
CIFAccoun |
IONameForQueryBV_Contact |
CIFContact |
IONameForQueryBV_FINCORP Account |
CIFFINCORPAccount |
IONameForQueryBV_Household |
CIFHousehold |
IXMLOperation_ADD |
EAI Siebel Adapter/Insert/ |
IXMLOperation_DELETE |
EAI Siebel Adapter/Delete/ |
IXMLOperation_QUERY |
EAI Siebel Adapter/Query/ |
IXMLOperation_QUERY_BY_ID |
EAI Siebel Adapter/Query/PrimaryRowId;!SiebelMessage; |
IXMLOperation_QUERYPAGE |
EAI Siebel Adapter/QueryPage/NewQuery=>IXML_NewQuery;SearchSpec=>SearchSpec;StartRowNum=>IXML_StartRowNum;PageSize=>IXML_PageSize;SERVICE_VALUE_RETURN;$LastPage=>IXML_LastPage;$NumOutputObjects=>IXML_NumOutputObjects; |
IXMLOperation_SYNCH |
EAI Siebel Adapter/Synchronize/ |
IXMLOperation_UPDATE |
EAI Siebel Adapter/Update |
IXMLOperation_UPSERT |
EAI Siebel Adapter/Upsert/ |
Operation Delete |
IXMLOperation_DELETE |
Operation Insert |
IXMLOperation_ADD |
Operation Update |
IXMLOperation_UPDATE |
Operation Upsert |
IXMLOperation_UPSERT |
Primary Object 1 |
Address/CIFPersonalAddress |
RealtimeInsertAutoMatch_Account |
CIFAccountUpdate;CIFAccountUpdateRs;IXMLOperation_UPDATE |
RealtimeInsertAutoMatch_Contact |
CIFContactUpdate;CIFContactUpdateRs;IXMLOperation_UPDATE |
RealtimeInsertAutoMatch_Household |
CIFHouseholdUpdate;CIFHouseholdUpdateRs;IXMLOperation_UPDATE |
SDHCommitSize |
5 |
Update_IOandOp_Account |
CIFAccountUpdate;CIFAccountUpdateRs;IXMLOperation_UPDATE |
Update_IOandOp_Contact |
CIFContactUpdate;CIFContactUpdateRs;IXMLOperation_UPDATE |
Update_IOandOp_FINCORP Account |
CIFFINCORPAccountUpdate;CIFFINCORPAccountUpdateRs;IXMLOperation_UPDATE |
Update_IOandOp_Household |
CIFHouseholdUpdate;CIFHouseholdUpdateRs;IXMLOperation_UPDATE |
Upsert_IOandOp_Account |
CIFAccountUpsert;CIFAccountUpsertRs;IXMLOperation_UPSERT |
Upsert_IOandOp_Contact |
CIFContactUpsert;CIFContactUpsertRs;IXMLOperation_UPSERT |
Upsert_IOandOp_FINCORP Account |
CIFFINCORPAccountUpsert;CIFFINCORPAccountUpsertRs;IXMLOperation_UPSERT |
Upsert_IOandOp_Household |
CIFHouseholdUpsert;CIFHouseholdUpsertRs;IXMLOperation_UPSERT |
UCM Converter
Table 6 displays the only user property you can configure for this business service. This value appears in the preheader section of your CRMML message.
Table 6. User Property for UCM Converter
|
|
XMLEnvIntObjectName |
Name of the envelope integration object shipped or customized by you. |
The UCM Converter uses the hierarchy represented in the UCM integration object to guide the message through the converting process. If the integration object instance receives elements that do not have a definition defined in the integration object definition, the converter errors out. If you expect such a situation, you can set the Ignore Undefined XML Tag parameter on the user property of the corresponding integration object. NOTE: This user property is created by the wizard and is set to Y. You can turn it off if you want the converter to error out.
UCM Dispatcher
You can modify both user properties for this business service as shown in Table 7.
Table 7. User Properties for UCM Dispatcher
|
|
DispatcherMapName |
Name of the dispatcher map shipped or customized by you. |
XMLEnvIntObjectName |
Name of the envelope integration object shipped or customized by you. |
UCM Security Manager
You can modify or extend this business service by manipulating its user properties. The Name column stands for the UCM Transaction Manager Operation Name, while the Value column represents the Field Name for different types of privileges in the System Privileges View. Table 8 displays these user properties.
Table 8. User Properties for UCM Security Manager
|
|
IXMLOperation_ADD |
Insert |
IXMLOperation_DELETE |
Delete |
IXMLOperation_QUERY |
Query |
IXMLOperation_QUERYPAGE |
Query |
IXMLOperation_UPDATE |
Update |
IXMLOperation_UPSERT |
Upsert |
UCM Data Quality Manager
The user properties for this business service appear in Table 9.
Table 9. User Properties for UCM Data Quality Manager
|
|
Account Account Cleansing Field 1 |
Name:Name;Location:Location; |
Account Account Matching Field 1 |
Name:Name;DUNS Number:DUNS Number; |
Account Account_Business Address Cleansing Field 1 |
Street Address:Street Address;City:City;State:State;Postal Code:Postal Code;Country:Country; |
Account Account_Business Address Matching Field 1 |
Street Address:Primary Account Street Address;City:Primary Account City;State:Primary Account State;Postal Code:Primary Account Postal Code;Country:Primary Account Country; |
Account Auto Threshold |
90 |
Account Cleansing Component 1 |
Account:Account;Account_Business Address:CUT Address; |
Account Manual Threshold |
70 |
Account Matching Component 1 |
Account:Account;Primary Account_Business Address; |
Contact Auto Threshold |
90 |
Contact Cleansing Component 1 |
Contact:Contact;Contact_INS Personal Address:Personal Address;Contact_Account:Account; |
Contact Contact Cleansing Field 1 |
Last Name:Last Name;First Name:First Name;Middle Name:Middle Name;Job Title:Job Title; |
Contact Contact Matching Field 1 |
Last Name:Last Name;First Name:First Name;Middle Name:Middle Name;Work Phone #:Work Phone #;Cellular Phone #:Cellular Phone #;Home Phone #:Home Phone #; |
Contact Contact Matching Field 2 |
Email Address:Email Address;Social Security Number:Social Security Number;Birth Date:Birth Date; |
Contact Contact_Account Cleansing Field 1 |
Account:Name;Account Location:Location; |
Contact Contact_Account Matching Field 1 |
Account:Account; |
Contact Contact_INS Personal Address Cleansing Field 1 |
INS Personal Street Address:Street Address;INS Personal City:City;INS Personal State:State;INS Personal Postal Code:Postal Code;INS Personal Country:Country; |
Contact Contact_INS Personal Address Matching Field 1 |
INS Personal Street Address:Primary Personal Street Address;INS Personal City:Primary Personal City;INS Personal State:Primary Personal State;INS Personal Postal Code:Primary Personal Postal Code;INS Personal Country:Primary Personal Country; |
Contact Manual Threshold |
70 |
Contact Matching Component 1 |
Contact:Contact;Primary Contact_INS Personal Address;Contact_Account; |
Enable XRef Match |
false |
ExactMatch Object 1 |
Account:CIFAccount;Contact:CIFContact; |
UCM Batch Manager
The user properties for this business service appear in Table 10.
Table 10. User Properties for UCM Batch Manager
|
|
Account AutoMatch |
CIFAccountUpdate;CIFAccountUpdateRs;IXMLOperation_UPDATE |
Account NoMatch |
CIFAccountInsert;CIFAccountInsertRs;IXMLOperation_ADD |
Contact AutoMatch |
CIFContactUpdate;CIFContactUpdateRs;IXMLOperation_UPDATE |
Contact NoMatch |
CIFContactInsert;CIFContactInsertRs;IXMLOperation_ADD |
FINCORP Account NoMatch |
CIFFINCORPAccountInsert;CIFFINCORPAccountInsertRs;IXMLOperation_ADD |
Household AutoMatch |
CIFHouseholdUpdate;CIFHouseholdUpdateRs;IXMLOperation_UPDATE |
Household NoMatch |
CIFHouseholdInsert;CIFHouseholdInsertRs;IXMLOperation_ADD |
UCM Survivorship Engine
The user properties for this business service appear in Table 11.
Table 11. User Properties for UCM Survivorship Engine
|
|
DefaultAttrGrpName_Account |
Default Account Attribute Group |
DefaultAttrGrpName_Contact |
Default Contact Attribute Group |
ExemptFields_Account |
Party UId;Id |
ExemptFields_Contact |
Party UId;Person UId;Id |
UCM Account Source Data and History Service
The user properties for this business service appear in Table 12.
Table 12. User Properties for UCM Account Source Data and History Service
|
|
Application Services Interface |
Y |
Internal Integration Object |
UCMAccountSourceDataAndHistory |
UCM Contact Source Data and History Service
The user properties for this business service appear in Table 13.
Table 13. User Properties for UCM Contact Data and History Service
|
|
Application Services Interface |
Y |
Internal Integration Object |
UCMContactSourceDataAndHistory |
UCM FINCORP Account Source Data and History Service
The user properties for this business service appear in Table 14.
Table 14. User Properties for UCM FINCORP Account Source Data and History Service
|
|
Application Services Interface |
Y |
Internal Integration Object |
UCMFINCORPAccountSourceDataAndHistory |
UCM Household Source Data and History Service
The user properties for this business service appear in Table 15.
Table 15. User Properties for UCM Household Source Data and History Service
|
|
Application Services Interface |
Y |
Internal Integration Object |
UCMHouseholdSourceDataAndHistory |
|