Bookshelf v7.5: Prebuilt Financial Services ASIs

Table 80 lists all the Financial Services ASIs provided by Siebel Systems. Every ASI is based on an integration object and can be used to integrate data for all the fields of that integration object.

Table 80. Prebuilt Financial Services Application Services Interfaces
ASI	Description
Claims
Payment Information	For details see Claims Payment Information.
Notice of Loss	For details see Claims Notice of Loss.
Account Origination
Check Order Request Interface	For details, see Check Order Request Interface.
Application Processing Interface	For details, see Application Processing Interface.
Application Status Interface	For details, see Application Status Interface.
Credit Score Interface	For details, see Credit Score Interface.
Fraud Check Interface	For details, see Fraud Check Interface.
Fund Verification Interface	For details, see Fund Verification Interface.
Request Create Account Interface	For details, see Request Create Account Interface.
Customer Relationship
Contact Financial Account Interface	For details see Contact Financial Account Interface.
Contact Financial Brokerage Interface	For details, see Contact Financial Brokerage Account Interface.
Auto Policy
Auto Policy Interface	For details, see Auto Policy Interface.
Service Management
Create Service Request	Allows the application to create a service request within the Siebel application. For details see Create Service Request.
Associate Product	Allows the application to associate a product with a service request within the Siebel application. For details see Associate Product.
Associate Financial Account	Allows the application to associate a financial account with a service request within the Siebel application. For details see Associate Financial Account.
Associate Contact	Allows the application to associate a contact with a service request within the Siebel application. For details see Associate Contact.
Route Service Request	Allows the service request to be routed to the appropriate application to be resolved. For details see Route Service Request.
Retrieve Assigned Service Requests	Allows the application to retrieve assigned service requests for resolution. For details see Retrieve Assigned Service Request.
Update Service Request	Allows the application to update a service request within the Siebel application. For details see Update Service Request.
Associate Solution	Allows the application to associate a solution with a service request. For details see Service Request Associate with Solution.
Associate Activity	Allows the application to associate an activity with a service request. For details see Service Request Associate with Activity.
Retrieve Customer Service Request	Allows the user to retrieve a specific service request for a customer. For details see Retrieve Customer Service Requests.
Contact Management
Get Demand Deposit Account Data	Allows the application to retrieve Demand Deposit Account (DDA) information from any DDA system. For details see Get Demand Deposit Account Data.
Get Loan Data	Allows the application to retrieve loan data from the loans system. For details see Get Loan Data.
Get TIme Deposit Account Data	Allows the application to retrieve Time Deposit Account (TDA) data from the TDA system. For details see Get Time Deposit Data.
Get Book Account Data	Allows the application to retrieve Brokerage Account (balances and holdings) data from the Portfolio Accounting System. For details see Get Book Account Data.
Get Profile	Allows the application to retrieve a customer's profile from the Siebel application. For details see Get Profile.
Get Offers	Allows the application to retrieve marketing offers from Siebel application. Siebel is a provider of service responding to a request. For details see Get Offers.
Get Activity	Allows the application to retrieve activities from the Siebel application. For details see Get Activity.
Create Responses	Allows the application to create a response to a marketing offer within the Siebel application. For details see Create Response.
Create Opportunity	Allows the application to create an opportunity within the Siebel application. The Siebel application receives an opportunity from the external application. For details see Create Opportunity.
Create Service Request	Allows the application to create a service request within the Siebel application. For details see Create Service Request.
Get Service Request	Allows an external application to retrieve service requests from the Siebel application. For details see Get Customer Service Request.
Log Activity	Allows the user to log any activities completed with the customer in the Siebel application. For details see Log Activity.
Marketing Management
Get Profile	Allows the application to retrieve a customer's profile from the Siebel application. For details see Get Profile.
Get Offers	Allows the application to retrieve marketing offers from the Siebel application so that they can be delivered to contacts through an application. For details see Get Offers.
Log Response	Allows the application to log responses to a marketing campaign within the Siebel application. For details see Log Response.
Update Profile	Allows the application to update the customer profile in the Siebel application based on a customer's response to marketing campaigns. For details see Update Profile.
Create Offers	Allows a marketing application to create a marketing offer from within the Siebel application. Add an new offer which was created in external application. For details see Create Offers.
Manage Lists	Allows a marketing application to associate marketing offers with contacts. For details see Manage Lists.
Route Response	Allows the marketing response to be routed from the Siebel application to the appropriate application (such as a call center or the Web) for follow-up. Siebel subject matter experts can route the response through a button on the Siebel response view. For details see Route Response.
Lead Management
Create Opportunity	Allows an application (such as a call center or SFA application) to create an opportunity in the Siebel application. For details see Create Opportunity.
Associate Product	Allows a third party application to associate an opportunity with products within the Siebel application. For details see Associate Product.

Associate Competitors	Allows a third party application to associate an opportunity with competitors within the Siebel application. For details see Associate Competitor.
Associate Contact	Allows a third party application to associate an opportunity with contacts within the Siebel application. For details see Associate Contact.
Associate Company	Allows a third party application to associate an opportunity with a company within the Siebel application. For details see Associate Competitor.
Party Management
Retrieve Contact	Allows the application to retrieve Contact information. For details see Retrieve Contact.
Retrieve Household	Allows the application to retrieve Household information. For details see Retrieve Household.
Retrieve Company	Allows the application to retrieve Company information. For details see Retrieve Company.
Retrieve Service Request	Allows the user to retrieve service requests. For details see Retrieve Service Request.
Retrieve Marketing Offers	Allows the user to retrieve Marketing offers associated with a contact from the Siebel application. For details see Retrieve Marketing Offers.
Retrieve Contact Offers	Allows the application to retrieve the Contact's offers. For details see Retrieve Contact Offers.
Retrieve Contact Profile	Allows the application to retrieve the Contact's profile. For details see Retrieve Contact Profile.
Retrieve Company Profile	Allows the application to retrieve the Company profile. For details see Retrieve Company Profile.
Update Contact Profile	Allows the application to update the contact profile. For details see Update Contact Profile.
Update Company Profile	Allows the application to update the company profile. For details see Update Company Profile
Healthcare
Request Preliminary Rating	Allows users to request a preliminary rate based on census and plan information. For details see Request Preliminary Rating.
Request Member Details Update	Allows the user to update the membership system with new demographic and contact details for a member. For details see Request Member Details Update.
Update Provider Details	Allows the user to update the claims/provider system with new demographic and contact details for a provider. For details see Update Provider Details.
Request Eligibility Check	Allows the user to submit information required for determining eligibility. For details see Request Eligibility Check.
Request Benefit Detail	Allows the user to submit a request for benefit detail and receive a result. For details see Request Benefit Detail.
Request Providers	Allows the user to submit requests to search provider lists for appropriate providers and receive the results. For details see Request Providers.
Request Authorization	Allows the user to submit authorization requests and receive a result. For details see Request Authorization.
Request Referral	Allows the user to submit a referral request to the eligibility system and to receive a approval to refer. For details see Request Referral.
Request Add/Cancel Group Policy Member	Allows the user to add or cancel a group policy member and receive new member ID. For details see Request Add/Cancel Group Policy Member.
Request Add/Cancel Individual Policy Member	Allows the user to add or cancel an individual policy member and receive new member ID. For details see Request Add/Cancel Individual Policy Member.
Life Policy
Create Life Policy Record	Sends a message to a life insurance policy administration system to create a master record for a new life insurance policy. There are two ASIs; one for request and one for response. For details see Create Life Policy Record.
Inquiry MIB Report	Transmits a request for a Medical Insurance Bureau report. For details see Inquiry MIB Report.
Request ParaMed Result	Sends a message to a medical examination service provider requesting a physical examination for a life insurance applicant. There are two ASIs; one for request and one for response. For details see ParamedReportOrderRq or ParamedReportOrderRs.
Life Policy Interface	For details, see Life Policy Interface.