Siebel Public Sector Guide > Setting Up and Using Adobe Forms Integration >

About Forms Integration

Government agencies generate a number of paper documents for record-keeping purposes when processing applications such as those for immigration, citizenship, and visas. These documents may include letters to applicants as well as standardized forms with a precise layout that must be maintained. Forms and letters may be issued on preprinted paper stock (such as with visas). Data that is captured in the Siebel application can be used to populate these forms and letters.

Siebel Public Sector provides preconfigured Web Services-based integration with Adobe Forms Server 6.0 and Adobe Forms Designer software. This integration allows generation of PDF forms based on data captured in the Siebel application. For example, users can extract contact data pulled from the Siebel database within an application such as Siebel Call Center, and populate the appropriate fields in a standard PDF application form.

The data for the form can come from a record's primary business component, as well as any child business components. The available forms are those that are associated with the primary business component. Using a search specification, the application can also select a particular record from a child business component (for example, selecting the primary contact associated with the case record).

Users can also generate multiple populated PDF forms at one time by selecting the records in the Siebel application, (for example, contact records) and then choosing the appropriate form to generate for the records. Output is saved in the Siebel application as an attachment, and can then be opened using Adobe Acrobat Reader and printed, edited, emailed, or saved to disk.

Using Adobe Designer, administrators map the Siebel data to fields in an Adobe PDF form using drag and drop functionality. Administrators can also specify the text style (font), size, justification and word wrapping for the entire form, on a field-by-field basis, or choose to use the default style settings.

Within the Siebel application, the Forms Administration view provides a list of forms available within the application. Each form's available date and expiration date determines the form's availability to end users, and provides version control.

End users can choose a record in the Siebel application, select Generate Form from the menu, and produce the desired populated form.