Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage >

Adding Account Download File Types


If you want your customers to be able to download account data to other file types, apart from comma-delimited files, you will need to configure Siebel eBanking.

The general process for this configuration is:

  1. Add a new value to the File Format drop-down list.
  2. Create an integration object to store data in the format of the new file type.
  3. Create the data map between the Siebel format integration object and the target integration object created in Step 2.
  4. Add a new branch to the FINS eBanking Account Download Outbound workflow.

More details are given for each of these steps later in this section.

Adding a New Value to the File Format Drop-Down List

You must add a new value to the File Format drop-down list that appears in the Siebel eBanking Account Download applet.

To add a new value to the File Format drop-down list

  1. Navigate to the Application Administration screen.
  2. From the Show drop-down list, select List of Values.
  3. In the List of Values list, query for ACCTDL_FILE_TYPE.
  4. Add a new record, and complete the fields in the following table:
  5. Field
    Value
    Active
    Select the check box
    Display Value
    The name of the file type that you want to appear in the File Format drop-down list
    Language-Independent Code
    Can be the same as the Display Value. This value is used for conditional branching
    Language Name
    English-American
    Replication Level
    All
    Translate
    Clear the check box if it is selected
    Type
    ACCTDL_FILE_TYPE

  6. Click the menu button and select Save Record.

For more information about lists of values, see Applications Administration Guide.

Creating an Integration Object for the New File Type

You must create an integration object that describes the format of the new file type (the target format) in Siebel Tools. If you have the DTD (Document Type Definition) file of the target data format, you can use the DTD Wizard in Siebel Tools to build this integration object.

For more information about creating integration objects, see Siebel Tools Reference.

Creating the Data Map

You must create a data map record and then use the Siebel Data Map Editor to create the map that is used by the Data Transformation Engine to change the format and hierarchy of the Siebel format source integration object instance to that of the target integration object instance. Data map records are created in the Data Map view of the Integration Administration screen. The data mapping is performed in the Data Map Editor view of the Integration Administration Screen.

For detailed information about how to create data maps, see Business Processes and Rules: Siebel eBusiness Application Integration Volume IV.

Modifying the Workflow

You must create a new path from the Start step of the FINS eBanking Account Download Outbound workflow for each new file format that you want to support. The relevant steps should reference the target integration object and data map that you create.


 Siebel eService Administration Guide Addendum for Industry Applications 
 Published: 18 June 2003