Siebel Finance Guide > Workflow Reference for Oracle FLEXCUBE Universal Banking in Siebel Finance > Oracle FLEXCUBE Universal Banking Workflow Reference >

FINS BIB Lead Info Upsert Workflow

FINS BIB Lead Info Upsert Workflow, shown in Figure 34, creates a Lead in Siebel Finance from an existing customer or product.

Figure 34. FINS BIB Lead Info Upsert Workflow

Workflow Description. This workflow does the following:

1. Business Service 0. This step converts the format of the payload from an EBM hierarchy to an XML hierarchy.
2. Get Prospect Info. This step retrieves the Customer type from the payload.
3. Is Prospect. If the payload is a Prospect, then this step proceeds to the Prospect branch or continues to the XSLT Service Step.
4. Business Service 1. In the Prospect branch, this step converts the payload from an XML Doc format to an IO format.
5. Create Prospect. In the Prospect branch, this step inserts thePprospect record into the Siebel Finance database.
6. IO to XML Format. In the Prospect branch, this step converts the payload from an EBM hierarchy to an XML hierarchy for the XSL transform.
7. XSLT Service: XSLT Service - EIO to IIO. In the Prospect branch, this step transforms the payload from EBM to an IIO hierarchy.
8. XML to IO. In the Prospect branch, this step converts the payload from an XML Doc format to an IO format.
9. Get Treatment Ids. In the Prospect branch, this step retrieves treatment IDs for the prospect.
10. Insert Lead. In the Prospect branch, this step inserts the lead details passed during the input payload into the Siebel Finance database.
11. Is Contact. In the Prospect branch, this step verifies that the lead is a contact, then proceeds to the contact branch step or ends the process.
12. Prepare Contact Response. In the Contact branch, this step prepares the Siebel message as a contact response to insert into the BIB Contact IO.
13. Insert Response. In the Contact branch, this step inserts the response created for the contact into the BIB Contact BO.
14. Dump Error Message. In the Contact branch, this is the error handling step. If any error has occurred during execution of this workflow, an error message is created in the logs folder with the message ID and the filename.