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Creating Record Templates


The Record template is used to define templates that work in a specific business object/ component. It also defines the fields that automatically populate the template in that business object/component. Upon execution, the business service generates a record in the business object/business component and populates the fields according to the specified template.

To create a record template

  1. Navigate to the Administration - Record Template screen, and then the Record Template view.
  2. In the Record Template list, create a new record, and complete the fields.

    Some of the fields are described in the following table.

    Field
    Description

    Template Name

    Name for the record template.

    Display Name

    The display name of the template as seen in the UI.

    Business Object

    The business object for the template to be enabled.

    For example, to auto populate a record in the Applications or Life & Annuities screen, you must select FINS Application or FINS Life Policy business objects, respectively.

    Business Component

    Business Component on the selected business object.

    The Record Template Administration view is preconfigured so you can specify the prefill of two applets in the Closing Requirements view: activities and documents.

    For example, to prefill the record in one of these two applets, you must select Action or INS Policy Document, or FINS Application Mortgage Trailing Documents business component.

  3. In the Fields list, create a new record and complete the fields.

    Some of the fields are described in the following table.

    Field
    Description

    Sequence #

    Sequence number for the fields.

    Field Name

    The field name in the specified business component.

    Pre-Default Value

    The prefilled value for the field.

    NOTE:  You can put conditional statements on this field.

    Business Component

    Read-only field of the business component name.

  4. In the Related Record Template list, create a new record and complete the fields.

    The Related Record Template applet is used to specify child and grandchild of record templates. Upon execution, the business service inserts a record as specified in the parent record template, as well as all records specified in child and grandchild templates.

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