Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide
What's New in This Release
Back to top
Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking
Overview of Siebel CRM Integration to Oracle FLEXCUBE Universal Banking
Business Process Integration Points
Solution Assumptions and Constraints
Software Requirements
Related Documentation
Installing and Configuring the Integration
Roadmap for Installing and Configuring the Integration
Accessing the Integration Files
Installing Oracle Data Integrator
Process of Importing the Integration Repository Files in an Oracle Data Integrator Development Environment
Importing the Master Repository for the Integration
Creating a Work Repository
Importing the Work Repository for the Integration
Process of Configuring Oracle Data Integrator in a Development Environment
Connecting to the Oracle FLEXCUBE Universal Banking and Siebel CRM Databases
Configuring a Context for the Integration
Configuring Integration Variables
Generating Scenarios for Integration Packages
Process of Implementing the Integration in an Oracle Data Integrator Production Environment
Importing Scenarios to the Production Environment
Process of Configuring Siebel Business Applications
Configuring the Workflow Monitor Agent
Configuring the Workflow Process Manager Component
Configuring JMS for Outbound Web Services Using Advanced Queuing
Modifying Lists of Values
(Optional) Setting Up Additional Product Features
Activating Integration Workflows
Configuring Outbound Web Services
Setting System Preferences
Configuring Oracle FLEXCUBE Universal Banking Integration Components
Performing Batch Data Loading and Synchronization
About Batch Data Loading and Synchronization
Performing Batch Data Loading
Performing Siebel Configuration Tasks After Importing Batch Data
Batch Loading of Customer and Financial Account Data
Updating Batch Data Periodically
About the Integration
About Online Data Synchronization
Data Integration Points
Inquiries from Siebel CRM
Inquiries from Oracle FLEXCUBE Universal Banking
Origination of Customers and Financial Accounts
Customer Transactions
Account Transactions
Creation of Leads
Service Requests
Creation of Activities
Troubleshooting the Integration
Siebel CRM Log Files
How Siebel CRM Handles Errors During Online Data Synchronization
Siebel Log Files During Batch Data Loading
Errors Generated by Oracle FLEXCUBE Universal Banking
Customizing the Integration
About Customizing the Integration
Overview of Oracle AIA Direct Integration
Planning the Integration Customization
Process of Customizing the Integration
Installing the Oracle AIA Foundation Pack Enterprise Object Library
Importing EBMs into Siebel Tools
Updating Data Transformation Files
Deploying a Customized Workflow
Editing the WSDL Files
About Customizing Web Services
Sample Workflow Files
FINCORP BIB Loan Account Upsert FAF Workflow.xml
FINS BIB Loan Account Create Workflow.xml
Data Mappings to Siebel EIM Tables
About Mapping Tables
Mapping of Branch Data to Siebel CRM
Mapping of Product Data to Siebel CRM
Mapping of Product Rate Data to Siebel CRM
Mapping of Limit Data to Siebel CRM
Mapping of Mandate Data to Siebel CRM
Mapping of Contract Data (Bills and Collections) to Siebel CRM
Mapping of Contract Data (Letters of Credit) to Siebel CRM
EBM Mappings Used in Online Synchronization
CustomerPartyEBM
CreateCustomerPartyEBM
QueryCustomerPartyEBM
QueryCustomerPartyListEBM
UpdateCustomerPartyEBM
QueryLineOfCreditEBM
QueryDocumentaryCollectionEBM
QueryDocumentaryCreditEBM
QueryBankGuaranteeEBM
QueryMarketingOfferEBM
CreateSalesOpportunityEBM
ServiceRequestEBM
CreateServiceRequestEBM
UpdateServiceRequestEBM
QueryServiceRequestListEBM
CreateCustomerInteractionEBM
Deposit AccountEBM
CreateDepositAccountEBM
UpdateDepositAccountEBM
QueryDepositAccountEBM
QueryFinancialTransactionListEBM
Loan AccountEBM
CreateLoanAccountEBM
UpdateLoanAccountEBM
QueryLoanAccountEBM
