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Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide > Customizing the Integration >
Planning the Integration Customization
Before customizing the Integration, identify the data that you want to synchronize and the type of operations that must be performed on the data. Specifically, determine the following:
- Involve the business users to identify the specific fields that are to be synchronized, and start detailed mappings between the data in Siebel CRM and the data in Oracle FLEXCUBE Universal Banking.
- Identify any EBOs, EBMs, and EBSs that are required for the customization.
- Determine the operations that are to be performed on the data. These operations can be any of the operations defined in an EBM; that is, create, retrieve, update or delete operations.
- Determine the Web service interaction patterns required: synchronous (request-and-response format) or asynchronous (fire-and-forget).
The number of EBM-based integration objects required for the synchronization of a data entity is determined by the number of operations required for each entity and the Web service type (request-and-response or fire-and-forget). Table 12 lists the operations supported for each entity in the Integration, the type of Web service used to perform the operation, and the EBMs used to generate the integration objects that are required to support the operation. When customizing the Integration, you might have to define additional operations for an entity and use EBMs other than those listed to achieve the data integration required.
Table 12. Operations Supported for Entities in Siebel CRM Integration to Oracle FLEXCUBE Universal Banking
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EBM Used to Generate Integration Object |
Customer Party |
Create |
Request-response |
CreateCustomerPartyEBM CreateCustomerPartyResponseEBM |
Update |
Fire-and-forget |
UpdateCustomerPartyEBM |
Query |
Request-response |
QueryCustomerPartyListEBM QueryCustomerPartyListResponseEBM QueryCustomerPartyEBM QueryCustomerPartyResponseEBM |
Sales Opportunity |
Create |
Fire-and-forget |
CreateSalesOpportunityEBM |
Deposit Account |
Create |
Fire-and-forget |
CreateDepositAccountEBM |
|
Update |
Fire-and-forget |
UpdateDepositAccountEBM |
Query |
Request-Response |
QueryDepositAccountEBM QueryDepositAccountResponseEBM |
Loan Account |
Create |
Fire-and-forget |
CreateLoanAccountEBM |
Update |
Fire-and-forget |
UpdateLoanAccountEBM |
Query |
Request-response |
QueryLoanAccountEBM QueryLoanAccountResponseEBM |
Bank Guarantee |
Query |
Request-response |
QueryBankGuaranteeEBM QueryBankGuaranteeResponseEBM |
Line of Credit |
Query |
Request-response |
QueryLineOfCreditEBM QueryLineOfCreditResponseEBM |
Service Request |
Create |
Request-response |
CreateServiceRequestEBM CreateServiceRequestResponseEBM |
Update |
Fire-and-forget |
UpdateServiceRequestEBM |
Query |
Request-response |
QueryServiceRequestListEBM QueryServiceRequestListResponseEBM |
Documentary Collection |
Query |
Request-response |
QueryDocumentaryCollectionEBM QueryDocumentaryCollectionResponseEBM |
Financial Transaction |
Query |
Request-response |
QueryFinancialTransactionListEBM QueryFinancialTransactionListResponseEBM |
Customer Interaction |
Create |
Fire-and-forget |
CreateCustomerInteractionEBM |
Documentary Credit |
Query |
Request-response |
QueryDocumentaryCreditEBM QueryDocumentaryCreditResponseEBM |
Marketing Offer |
Query |
Request-response |
QueryMarketingOfferListEBM QueryMarketingOfferListResponseEBM |
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