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Siebel Financial Services Connector for ACORD P&C and Surety Guide > Configuration Roadmap >

Sample Workflows

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This chapter has provided an example configuration roadmap. To demonstrate the entire process, the ACORD Policy Package is included in the sample database for Siebel Financial Services. The package contains all the workflows, integration objects and DTE Maps needed. The package supports the following functions:

Sending out standard ACORD request messages from a Siebel client application to add (Add) or query (Inquiry) ACORD-compatible insurance policy records.
The messages can be sent from the Auto Policies view, the Property Policies view, and the PUL Policies view.
For a Siebel server receiving an ACORD request message (from step 1), executing the proper database transaction and sending back a standard ACORD response message.
For a Siebel client application receiving an ACORD response message (from step 2), executing the proper database transaction.

The package includes the following integration objects:

Data Transformation Maps (DTE maps)

Including 24 Maps for Siebel ACORD Policy Messages

The package includes several workflows to minimize your custom configuration tasks. These workflows can be used as templates to customize or configure to become your own workflows:

Workflows are categorized as follows:

Clients: Ready for use

ACORD Client Auto Policy Package Workflow (comprehensive)

ACORD Add Auto Policy Outbound Workflow
ACORD Inquiry Auto Policy Outbound Workflow

ACORD Client Home Policy Package Workflow (comprehensive)

ACORD Add Home Policy Outbound Workflow
ACORD Inquiry Home Policy Outbound Workflow

ACORD Client PUL Policy Package Workflow (comprehensive)

ACORD Add PUL Policy Outbound Workflow
ACORD Inquiry PUL Policy Outbound Workflow

ACORD Policy Outbound Response Workflow No Rollback

ACORD Policy Outbound Response Workflow With Rollback

Server: Ready for use

ACORD Server Policy Package Workflow

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