Siebel Finance Guide > Overview of Siebel Finance >

Oracle FLEXCUBE Universal Banking

Oracle FLEXCUBE Universal Banking is a single, comprehensive solution that covers retail, corporate, and investment banking needs across multiple delivery channels and regions. Oracle FLEXCUBE Universal Banking can be integrated with Siebel Finance to provide the following enhanced functionality:

• Financial Accounts. When a financial accounts is created in Oracle FLEXCUBE Universal Banking, a subset of its data is sent to Siebel Finance to create a financial account record in Siebel Finance. For more information about Oracle FLEXCUBE Universal Banking financial accounts, see Managing Oracle FLEXCUBE Universal Banking Financial Accounts.
• Financial Contracts. When a contract is created in Oracle FLEXCUBE Universal Banking, a subset of its data is sent to Siebel Finance and the contract is created in Siebel Finance. For more information about financial contracts, see Managing Financial Contracts.
• Contacts. When a contact is created in Oracle FLEXCUBE Universal Banking, a subset of its data is sent to Siebel Finance and the contact is created in Siebel Finance. For more information about Oracle FLEXCUBE Universal Banking contacts, see About Managing Oracle FLEXCUBE Universal Banking Contacts.
• Service Requests. When a service request is created in Oracle FLEXCUBE Universal Banking, a subset of its data is sent to Siebel Finance. In Siebel Finance, the service request record is created and assigned to a default owner. Oracle FLEXCUBE Universal Banking users can query for their service requests and update them in Oracle FLEXCUBE Universal Banking.
• Activities. An activity is created in Siebel Finance when one of the following nonfinancial transactions are executed in Oracle FLEXCUBE Universal Banking:
  • Requesting a stop payment in a current account
  • Creating a standing instruction for a customer
  • Issuing a checkbook to a current account
• Leads and Offers. When users create leads in Oracle FLEXCUBE Universal Banking, the leads data is sent to Siebel Finance. The leads can be Oracle FLEXCUBE Universal Banking customers, non Oracle FLEXCUBE Universal Banking customers in Siebel Finance, or new prospects. Leads are also created for contact or corporate customers. The leads are also associated with products of interest and offers retrieved from Siebel Finance.

For more information about Oracle FLEXCUBE Universal Banking and Siebel Finance integration, see Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide.

NOTE:  The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.

For more information about Siebel Financial Services Customer Order Management for Banking, see Siebel Order Management Guide Addendum for Financial Services on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html).