Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide > About the Integration > Business Process Integration Points >

Origination of Customers and Financial Accounts

The Integration supports the synchronization of new financial account data, and new and updated customer data between Siebel CRM and Oracle FLEXCUBE Universal Banking. The following information applies to this integration point:

• Direction of Synchronization. Bidirectional.
• Data Synchronized. Customer and financial account.
• Integration Object Names. See Table 8.

Siebel CRM is the master for customer data and Oracle FLEXCUBE Universal Banking is the master for financial account data. The origination of customer (contact and account in Siebel CRM) and financial account data is as follows:

• Customer

  Customers can be created in Oracle FLEXCUBE Universal Banking; these customers are synchronized with Siebel CRM.

  NOTE:  All Oracle FLEXCUBE Universal Banking customers exist in Siebel CRM, but customers can exist in Siebel CRM who do not exist in Oracle FLEXCUBE Universal Banking.

• Financial Account:
  • Origination of the following financial accounts occurs in Oracle FLEXCUBE Universal Banking only:
    • Savings account
    • Current account
    • Loan account
    • Cluster deposit accounts
    • Recurring deposit accounts
    • Term deposit accounts
  • Links between customers and financial accounts are created in Oracle FLEXCUBE Universal Banking; when a financial account is created, the data is synchronized with Siebel CRM.

For each origination integration point, Table 8 shows the integration object used for the Integration and the data queried. For detailed information on each of the integration objects, see EBM Mappings Used in Online Synchronization.