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About Siebel UCM and CRM Integration

Siebel Universal Customer Master (Siebel UCM) is preconfigured to support integration with a Siebel CRM Business Application and Siebel UCM. When enabled, the integration allows Siebel UCM to apply history, cross-reference, and data quality processes to Siebel CRM contact and account data.

The integration of Siebel UCM and CRM uses the Siebel UCM CRMML interface to deliver and receive data messages, and includes the following preconfigured workflows to facilitate the integration:

• CRM-UCM-Account-WF
• CRM-UCM-Contact-WF
• UCM-CRM-Account-WF
• UCM-CRM-Contact-WF

For information on extending the Siebel UCM and CRM integration, see Extending Siebel UCM and CRM Integration.

To enable the preconfigured Siebel UCM and CRM integration, follow the instructions in crm782-ucm782-intgn-readme.txt, and make sure the system preference Enable UCM Processes is set to TRUE. For further information on UCM System Preferences, see About System Preferences for Siebel UCM.

Extending Siebel UCM and CRM Integration

Extending the preconfigured Siebel UCM and CRM integration to accommodate corresponding UCM or CRM system configurations and extensions requires the following high-level configurations:

• Update the appropriate Integration Object for Siebel UCM, CRM, or both
• Generate a new XDS for the message body payload
• Update the Transformation XSLT
• Update the Validation XSLT if additional validation is needed

It is recommended to use a third-party standards-based XSLT editor. For further information on these tasks, see XML Reference: Siebel Enterprise Application Integration.