Bookshelf v7.5: Financial Services Workflow User Interface Utilities

This business service allows you to design workflow processes that automate user actions such as navigating between records, clicking a hyperlink, creating or deleting records, or populating field values.

This business service operates at the applet level. It complements Siebel Operation steps, which operate at the business component level.

Business Scenario

The scenario outlined in this section is an example of an insurance claim workflow. Your company may follow a different workflow that fits its business requirements.

In this scenario, you are a claims representative in an insurance company call center. You are filing a claim for a policyholder whose automobile was damaged in an accident.

First, you review the customer's policies in the Financial Services Summary view in the Contact screen. You select the auto policy, then click the New Claim button. This starts the Claim workflow.

The Claim workflow clicks the Policy Number hyperlink to navigate to the Claims view in the Auto Policies screen. Then it creates a new claim record and enters the Status and Loss Type information. You enter additional information, and then save the record. The Claim workflow navigates to the Loss Description view in the Claims screen. You enter information, and then save the record.

The Claim workflow navigates to the Insured Property view and enters information about the vehicle based on the information you entered in the Loss Description view. Now you can quickly enter additional information, such as the damage to the vehicle, the location of the vehicle, and so on.

The Claim workflow continues to guide you through other views in the Claims screen as you complete the claim filing process.

Financial Services Workflow UI Utilities Methods

The Financial Services Workflow UI Utilities business service methods are described in Table 97.

Table 97. Financial Services Workflow UI Utilities Methods
Method	Description / Arguments
Create Applet Record	Creates a new record and completes a set of field values in the record. Input Arguments: Applet (Required): The name of the applet in which you want to create a record. Field Name & Value Pairs (Optional): One or more pairs of field names and their associated values. Output Arguments: ObjId: The row ID of the new record.
Do Applet Method	Performs actions such as saving or copying the active record, or navigating to the next record. Input Arguments: Applet (Required): The name of the applet in which you perform this action. Method (Optional): The name of the method that specifies the action. Valid values are: WriteRecord. Saves the active record. DeleteRecord. Deletes the active record. UndoRecord. Cancels the active record. CopyRecord. Copies the active record. GotoNext. Navigates to the next record. GotoPrevious. Navigates to the previous record. GotoFirstSet. Navigates to the first record set. GotoLastSet. Navigates to the last record set. Output Arguments: ObjId: The row ID of the record that is active after the action was performed. For example, if you perform the action "GotoNext," then ObjId will contain the row ID of the destination record.
Go To Applet	Navigates to an applet. Input Arguments: Applet (Required): The name of the applet to which you want to navigate.
Drill Down	Clicks on a hyperlink of the active record. Input Arguments: Applet (Required): The name of the applet that contains the hyperlink. DrillDown (Required): The name of the field that contains the hyperlink. Output Arguments: ObjId: The row ID of the destination record.
Set Field Value	Updates the values of a field or fields of the active record. Input Arguments: Applet (Required): The name of the applet that contains the fields whose values you want to update. Field Name & Value Pairs (Required): One or more pairs of field names and their associated values.