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Siebel Business Process Framework: Workflow Guide > Overview of Siebel Workflow > About Siebel Workflow >
Technologies That Siebel CRM Uses to Automate Business Processes
This topic describes some of the technologies that Siebel CRM uses to automate a business process. Siebel Workflow coordinates workflow processes and other repository objects, such as workflow policies, to implement a complete workflow process. Each of these technologies helps to automate a business process. To coordinate the services that these technologies provide, a workflow process calls each technology directly or interacts with them through the Siebel event model. Table 2 describes technologies that Siebel CRM uses to automate business processes.
Table 2. Technologies That Siebel CRM Uses to Automate Business Processes
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Siebel Workflow |
Uses a familiar flowcharting interface that allows you to define business processes for your company. Includes one or more process steps, such as a start step, sub process step, decision point, and task. |
Workflow Policy |
Allows you to define the workflow policy conditions and actions that can start a workflow process. If workflow policy conditions are met, then the policy action runs the relevant workflow process. A workflow policy creates an event that references a database operation. A workflow policy can perform a simple action, such as sending an email message, or creating an activity or assignment. |
Siebel Task UI |
Siebel Task UI allows you to define a user interface that is similar to a wizard, with multiple step, interactive operations that can include branching and decision logic that guides the user through a task UI. It allows the user to navigate backward or forward, and to pause or resume a task UI. For more information, see Siebel Business Process Framework: Task UI Guide. |
Assignment Manager |
Allows you to define rules that can assign a record to a user according to skill, workload, and availability. Allows you to reassign a workflow process. For more information, see Siebel Assignment Manager Administration Guide. |
SmartScript |
Guides the user through data entry work. Supports call scripting and basic support for transaction level commits. For more information, see Siebel SmartScript Administration Guide. |
Activity Template |
Allows you to define a series of steps that the user performs. Effective for handling asynchronous and offline work. For more information on Activity Template, see Siebel Applications Administration Guide. |
State Model |
Manages how and when the user can change the status of a record according to a current value and the user position. Can also enforce directional progression of status. For example, to force an opportunity to move forward but not backward through a pipeline. For more information on the State Model, see Siebel Applications Administration Guide. |
Personalization Engine |
Handles run-time events, such as application events, applet events, and business component events. A workflow process uses the Personalization engine to handle these events. A workflow process that a run-time event starts or resumes registers itself with the Personalization engine when Siebel CRM activates this workflow process. If a run-time event occurs in a user session, then the Personalization engine calls Siebel Workflow in the local object manager. |
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