Application Services Interface Reference > Siebel Financial Services ASIs >

Create Opportunity


Create Opportunity ASI allows an application, such as a call center application, to create an opportunity in the Siebel application. Figure 75 describes the structure of this ASI.

Figure 75.  Create Opportunity ASI

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Table 173 lists the integration object and XML tags of this ASI.

Table 173.  Create Opportunity Integration Component
XML Method for SOAP
Integration Object
Integration Object XML Tag
ContactMgmtCreateOppty
CRM Opportunity Interface
ListofCrmOpportunityInterface

Table 174 lists all the integration components and field information. The primary integration component's user keys are listed for that component. User keys for other integration components are noted in the field definition.

Table 174.  Create Opportunity ASI Fields
Name
XML Tag
Data Type
Length
Req.
Notes
Opportunity
Opportunity
 
 
 
Primary integration component.
User key field:
  1. Account
  2. Account Location
  3. Name
Account
Account
DTYPE_TEXT
100
 
Used for picking a related entity. User key field for Account.
Account Location
AccountLocation
DTYPE_TEXT
50
 
User key field for Account.
Account Number
AccountNumber
DTYPE_TEXT
30
 
 
Channel
Channel
DTYPE_TEXT
30
 
Unbounded: OPTY_CHANNEL_TYPE.
Conflict Id
ConflictId
DTYPE_ID
30
 
This read-only field is automatically populated by the Siebel application on insertion and cannot be updated.
Created
Created
DTYPE_DATETIME
7
 
This read-only field is automatically populated by the Siebel application on insertion and cannot be updated.
Currency Code
CurrencyCode
DTYPE_TEXT
15
 
Used for picking a related entity.
Description
Description
DTYPE_TEXT
255
 
 
Id
Id
DTYPE_ID
30
 
This read-only field is automatically populated by the Siebel application on insertion and cannot be updated.
Mod Id
ModId
DTYPE_ID
30
 
This read-only field is automatically populated by the Siebel application on insertion and cannot be updated.
Name
Name
DTYPE_TEXT
100
Y
User key field for Account.
Primary City
PrimaryCity
DTYPE_TEXT
50
 
 
Primary Country
PrimaryCountry
DTYPE_TEXT
30
 
 
Primary Postal Code
PrimaryPostalCode
DTYPE_TEXT
30
 
 
Primary Revenue Win Probability
PrimaryRevenueWinProbability
DTYPE_NUMBER
22
 
Unbounded: PROB.
Primary State
PrimaryState
DTYPE_TEXT
10
 
 
Primary Street Address
PrimaryStreetAddress
DTYPE_TEXT
200
 
Used for picking a related entity.
Quality
Quality
DTYPE_TEXT
30
 
 
Sales Method
SalesMethod
DTYPE_TEXT
30
 
Used for picking a related entity.
Sales Stage
SalesStage
DTYPE_TEXT
30
 
Used for picking a related entity.
Updated
Updated
DTYPE_DATETIME
7
 
This read-only field is automatically populated by the Siebel application on insertion and cannot be updated.
Operation
Operation
DTYPE_TEXT
30
 
System field.
Searchspec
Searchspec
DTYPE_TEXT
250
 
System field.
Opportunity_FINCORP Deal - Deposit
 
 
 
 
Integration component.
User key field: Deposits.
Deposit Products
DepositProducts
DTYPE_TEXT
100
Y
Used for picking a related entity.
Deposits
Deposits
DTYPE_NUMBER
22
Y
User key field for Opportunity FINCORP Deal Deposit.
IsPrimaryMVG
IsPrimaryMVG
DTYPE_BOOL
1
 
This field determines if this child record is the primary one. The value is determined in run time.
Revenue Item Number
RevenueItemNumber
DTYPE_TEXT
30
 
 
Operation
Operation
DTYPE_TEXT
30
 
System field.
Searchspec
Searchspec
DTYPE_TEXT
250
 
System field.
Opportunity_FINCORP Deal - Loan
 
 
 
 
Integration component.
User key field: Revenue Item Number.
Commitment
Commitment
DTYPE_NUMBER
22
 
 
IsPrimaryMVG
IsPrimaryMVG
DTYPE_BOOL
1
 
This field determines if this child record is the primary one. The value is determined in run time.
Loan Products
Loan Products
DTYPE_TEXT
100
Y
Used for picking a related entity.
Loans
Loans
DTYPE_NUMBER
22
 
 
Revenue Item Number
RevenueItemNumber
DTYPE_TEXT
30
 
User key field for Opportunity FINCORP Deal Loan.
Operation
Operation
DTYPE_TEXT
30
 
System field.
Searchspec
Searchspec
DTYPE_TEXT
250
 
System field.
Opportunity_Industry
 
 
 
 
Integration component.
No user key fields.
IsPrimaryMVG
IsPrimaryMVG
DTYPE_BOOL
1
 
This field determines if this child record is the primary one. The value is determined in run time.
Operation
Operation
DTYPE_TEXT
30
 
System field.
Searchspec
Searchspec
DTYPE_TEXT
250
 
System field.
Opportunity_Revenue
 
 
 
 
Integration component.
User key field: Revenue.
Industry
Industry
DTYPE_TEXT
50
 
 
IsPrimaryMVG
IsPrimaryMVG
DTYPE_BOOL
1
 
This field determines if this child record is the primary one. The value is determined in run time.
Revenue
Revenue
DTYPE_NUMBER
22
 
User key field for Opportunity Revenue.
Revenue Type
RevenueType
DTYPE_TEXT
30
 
Bound by REVENUE_TYPE.
Revenue Item Number
RevenueItemNumber
DTYPE_TEXT
30
 
 
Operation
Operation
DTYPE_TEXT
30
 
System field.
Searchspec
Searchspec
DTYPE_TEXT
250
 
System field.


 Application Services Interface Reference 
 Published: 15 May 2003