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Siebel Business Process Designer Administration Guide for Financial Services > Customizing Workflow Policies with Siebel Tools >

Working with Workflow Policy Objects

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Although Siebel Tools includes many of the workflow policy components you need for workflow policy creation, you can reconfigure entities in Siebel Tools to meet the full range of your business needs.

Workflow policy objects provide the context in which Workflow Policies operate. The workflow policy object, through its workflow policy components, defines the set of tables and columns that can be monitored by a policy and how each table in the workflow policy object relates to the other tables. This collection of columns and the relationships between the tables of the workflow policy object represent the entity within Siebel Tools that you would like to monitor.

Workflow policy objects comprise:

Workflow policy components. Defines the Siebel database tables that you can monitor. Workflow policy components define the relationships between the primary workflow policy component and all other policy components of a workflow policy object.
Workflow policy component columns. Defines the columns in the Siebel database table that you can monitor. You expose these columns for monitoring when you define workflow policy conditions for a workflow policy.

Siebel Tools includes many of the workflow policy objects for common business needs such as Opportunity, Service Request, and Contact. You may find that you need to reconfigure existing workflow policy objects or create custom workflow policy objects to meet your specific business needs.

CAUTION:  You should not try to monitor Enterprise Integration Manager (EIM) table columns. To recognize EIM tables, look for table names that begin with EIM_ or end with _IF.

Creating a workflow policy object consists of four main steps:

Defining the workflow policy columns.
Defining the workflow policy components.
Defining the workflow policy object.
Associating the workflow policy column with the workflow policy component.

Understanding the Relationship Between Workflow Policy Components

Figure 4 shows the entity relationship diagram for four Service Request Workflow Policy components. The diagram shows each component, their relationship to each other, and which columns are of interest. Service Request is the primary workflow policy component, and the other three components are joined directly or indirectly to it.

Figure 4. Relationships of Workflow Policy Objects and Workflow Policy Component

Relationship Between Workflow Policy Object and Workflow Policy Component

If the Service Request has the primary field checked, then it is the primary component. All the other components in the list are the nonprimary components of the Service Request workflow policy object.

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