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Siebel eService Administration Guide Addendum for Industry Applications > Administering Siebel eBanking and Siebel eBrokerage > Siebel Account Aggregation >
Setting Up Siebel eBanking for Account Aggregation
The following steps are required to set up Siebel eBanking for Account Aggregation services:
- Set the required System Preferences
- Set the admin login
- Create AAG literature files
- Load AAG literature files
- Stop and restart the Siebel Server
- Download or Update AAG Service List (Datafeed Solution only)
Set the Required System Preferences
Start the Siebel eFinance application and login as the system administrator. Choose View > Site Map > Application Administration > System Preferences.
The records described in Table 17 need to be modified.
Set the Admin Login
The Account Aggregation system will generate its own processes that require access to the Siebel System and the Siebel eService application. As a result, the System Administrator's login and password should be entered. Make sure that the administrator has the Web Registered User responsibility and is able to access the Siebel Database.
To set the admin login
- From Siebel eFinance, choose View > Site Map > Account Aggregation Administration > Account Aggregation Admin Information.
- Click Initialize.
- Type the Admin login and password and click Save.
Create AAG Literature Files
The Account Aggregation Literature files display when a user first registers for AAG.
The files should include the account aggregation services Terms and Conditions as specified by your organization. An example of the literature files include: file 1, Marketing Page of Account Aggregation Services; file 2, Terms and Conditions of AAG for your Organization.
NOTE: You can use any HTML editor to create these files.
Load AAG Literature Files
When you have literature files created, you will need to load them.
To load AAG literature files
- From Siebel eFinance, choose View > Site Map > Document Administration > Literature.
- Add a record for the first literature file that the user will see when they register for Account Aggregation. Use the same name as specified in the System Preferences, AAG Lit section, and System Preference Value field (such as Name).
- Include the following link at the end of the first literature file:
<href=start.sweSWECmd=InvokeMethod&SWEMethod=ShowYlProductLit1&SWEView=FINS+eBanking+AAGH+Home+View&SWEApplet=FINS+eBanking+AAGH+Home+Applet>
- Add the second literature file as needed. You can name the file
name1
.- Include the same link at the end of the file as in step 3, but replace the number after ShowYlProductLit from 1 to 2.
- Continue to add files as needed, maintaining the same naming convention (include the same link and naming convention as in the third and fourth steps).
- If AAG Hosted Solution is used, include the following link at the end of the last file:
<href=start.swe?SWECmd=InvokeMethod&SWEMethod=Register&SWEView=FINS+eBanking+AAGH+View&SWEApplet=FINS+eBanking+AAGH+Applet><font face="Arial" size="3" color="#00008b">Sign Up</a></p>
- If AAG Datafeed Solution is used, the link of the LAST literature file should direct to advanced views and applets.
<href=start.sweSWECmd=InvokeMethod&SWEMethod=Register &SWEView=FINS+eBanking+AAG+Sign+Up+View&SWEApplet=FINS+eBanking+AAG+Sign+Up+Applet>
- Stop and restart the Siebel Server.
Download or Update the Account Aggregation Service List (Datafeed Solution Only)
For the Account Aggregation Datafeed Solution users, the administrator will have to download the list of service providers that Yodlee currently supports for aggregation services.
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Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A Published: 18 April 2003 |