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Siebel eFinance Guide > Validation, Approval, and Disclosure Business Services > Administrator Procedures >

Automating the Display of Disclosure Documents

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Disclosure processing allows companies to comply with internal company policies and external regulations that require they display disclosure statements or external documents to users and then record whether or not they have read and understood them. Implementing the automatic display of disclosure documents involves the following steps:

• Set up a disclosure by associating it with a product and literature. For more information, see Setting Up a Disclosure.
• Activate the appropriate workflows. For more information, see Understanding and Activating Workflows.
• Invoke the Disclosure UI Service business service. For more information, see Invoking the Disclosure UI Service Business Service.
• View a disclosure history. For more information, see To view a disclosure history.

Setting Up a Disclosure

To implement disclosure processing, you must associate each disclosure with a product and then (if applicable) with the appropriate document.

To associate a disclosure with a product

1. From the application-level menu, choose View > Site Map > Product Administration > Product Administration.
2. In the Product list, select a product.
3. Click the Disclosure view tab
4. In the Disclosure list, add a new record and complete the necessary fields.
5. To activate a disclosure, select it in the Disclosure list and click Activate.

   Clicking Activate changes the Status from In Progress to Active and makes the record read-only.

To revise a an existing disclosure

1. From the application-level menu, choose View > Site Map > Product Administration > Product Administration.
2. In the Product list, select a product.
3. Click the Disclosure view tab
4. Select the disclosure to be revised and click Revise.

   Clicking Revise creates a new version of the disclosure and sets its status to In Progress

5. Make the appropriate changes to the new disclosure and click Activate.

   Clicking Activate changes the Status from In Progress to Active and makes the record read-only. The prior version of the disclosure still appears, but displays a Status of Outdated.

6. To associate literature with a disclosure, add a new record in the Literatures list and complete the necessary fields.

For more information on loading literature into Siebel eFinance, see the sharing literature discussion in the Applications Administration Guide.

Understanding and Activating Workflows

Siebel eFinance includes three workflows that help manage the display of disclosure documents and disclosure event logging. Table 7 describes each workflow.

Table 7.  Disclosure Workflow Processes

Workflow	Comments
FINS Disclosure	The FINS Disclosure Workflow process accomplishes the following tasks: Invokes the Setup method of the Disclosure UI Service business service. Invoking this method sets up the appropriate disclosure documents based on the selected product. Calls the FINS Disclosure Goto File View sub-process. This sub-process navigates users to the Disclosure Documents list where they can review all the disclosure documents pertaining to the selected product. This sub-process also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service. Calls the FINS Disclosure Create Activity Sub Workflow sub-process. If the user accepts the disclosures, the workflow calls the FINS Disclosure Create Activity Sub Workflow sub-process to log the disclosure activity.
FINS Disclosure Goto File View	This sub-process navigates users to the Disclosure Documents list where they can review all the disclosure documents pertaining to the selected product. This sub-process also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service.
FINS Disclosure Create Activity Sub	If the user accepts the disclosures, this sub-process logs the disclosure activity.

Before you can display disclosure documents, you must:

• Activate the workflow processes described in Table 7. For more information see, To activate the workflows used to display disclosure documents.
• Invoke the Disclosure UI Service business service. For more information see, Invoking the Disclosure UI Service Business Service.

To activate the workflows used to display disclosure documents

1. From the application level menu, choose View > Site Map > Business Process Administration >Workflow Processes.
2. In the Workflow Processes list, use a query to find all processes where the Name field contains the word Disclosure.

   NOTE:  You can query on *Disclosure*.

3. Activate each workflow process Table 7 that has a status of Inactive.
   1. Select the workflow process record.
   2. Click Revise.

      A copy of the workflow process record is created with a status of In Progress. The copy is automatically selected.

   3. Click Activate.
   4. Verify that the Status is Active.
4. When you are finished activating workflow processes, restart the server.

Invoking the Disclosure UI Service Business Service

You can invoke the Disclosure UI Service from a workflow. This section describes some of the possible steps you can include to enable this invocation. You may need to modify and expand on this procedure to accommodate more complex business requirements. The workflow process you create must contain the following steps:

• Start. Initiates the process instance. When the conditions have been met, the application initiates the process instance.
• Sub Process. Calls the FINS Disclosure Workflow. When creating this step, you must populate the following inputs:
  • Contact Id - The Row Id of the contact who places the order of the product.
  • Disclosure Name - The name of the Disclosure that relates to the product.
  • Product Id - The Row Id of the product that the customer has ordered.
• End. A step in a process that specifies when a process instance is finished.

For more information on workflows, see Siebel Business Process Designer Administration Guide for Financial Services.

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