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Creating Requirement Templates


The Requirement Template is used to aggregate several record templates. The record template specified in Creating Record Templates only inserts one record in the business object/ business component. Insert multiple records in different business objects/components, by aggregating multiple record templates in a single requirement template. Additionally, in a requirement template, you can specify a workflow to invoke.

To create a requirement template

  1. Navigate to the Administration - Requirement Template screen, and then the Workflows view.
  2. In the Requirement 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 requirement 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 pick the template name in 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.

    For example, to be able to pick the template name in the Applications or Life & Annuities screen, you must select Opportunity or FINS Life Policy business components, respectively.

    Condition

    A valid Siebel query language expression. If this conditional expression evaluates to True then the rules under the rule-set would be evaluated.

    TIP:  Use the expression builder to test the validity of conditional expressions.

    Version

    The version number of the template.

    NOTE:  When you select the Revise button, the Siebel application automatically versions the template.

    Status

    Status of the template with values: active, pending active, inactive, outdated, and in progress.

    Start Date

    Start date for the template.

    You can specify a date in the future, and when activated, the status of the template changes to Pending Active. The application automatically changes the status to Active on the specified date and time, and executes the appropriate version of the template.

    End Date

    End date for the template.

    The application sets the status of the template to Outdated once the specified end date arrives.

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

    Some fields are described in the following table.

    Field
    Description

    Sequence #

    Sequence number for the workflow.

    Workflow Name

    Name of the workflow that is enabled for the business object/business component specified in the requirement template.

    NOTE:  The workflow called here must be deployed and active. Please see Siebel Business Process Framework: Workflow Guide for further information.

    Exclusion Rules

    A valid Siebel query language expression. If this conditional expression evaluates to True, then the workflow is excluded.

    Execute Immediately

    A flag to automatically execute the workflow when the requirement template is executed. This field must be empty to execute the workflow manually.

    See Using Requirements Manager for information on executing the workflow manually.

    Workflow Context

    A text field passed as process properties to the workflow.

    The format of this field must be in the form of comma delimited, Name-Value pairs. For example:

    "State", "CA", "Source BusComp", "FINS Life Policy"

    Where State and Source BusComp are property names, and CA and FINS Life Policy are property values, respectively.

    Business Component

    Read-only field similar to the business component specified in the requirement template applet. Identifies the business component on which the exclusion rules are evaluated.

  4. Click the Record Template view tab.
  5. In the Record Template list, create new record, and complete the fields in the list.

    Some fields are described in the following table.

    Field
    Description

    Template Name

    Select the template you want to associate with the requirement template.

    Exclusion Rule

    A valid Siebel query language expression. If this conditional expression evaluates to True, then the record template is excluded.

    Expectation Set

    A flag to automatically invoke the Customer Expectations Manager.

    NOTE:  The Customer Expectations Manager must be previously set for this to work. Please see Using the Customer Expectations Manager for more information.

    Auto-Assign

    A flag to automatically invoke the Siebel Assignment Manager.

    NOTE:  Assignment Manager must be previously set for this to work. Please see Siebel Assignment Manager Administration Guide for more information.

  6. In the Requirement Template list, click Activate.
  7. (Optional) To revise the requirement template, click Revise.
  8. (Optional) To deactivate a requirement template, click Deactivate.
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