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Siebel Finance Guide > Business Services for Siebel Financial Services > Automating the Display of Disclosure Documents >
Understanding and Activating Disclosure Workflows
Siebel Finance includes three workflows that help manage the display of disclosure documents and disclosure event logging. Table 33 describes each workflow.
Table 33. Disclosure Workflow Processes
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FINS Disclosure |
The FINS Disclosure Workflow process accomplishes the following tasks:
- Invokes the Setup method of the Disclosure UI Service business service. Invoking this method sets up the appropriate disclosure documents based on the selected product.
- Calls the FINS Disclosure Goto File View subprocess. This sub-process navigates users to the Disclosure Documents list, where they can review all the disclosure documents pertaining to the selected product. This subprocess also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service.
- Calls the FINS Disclosure Create Activity Sub Workflow subprocess. If the user accepts the disclosures, the workflow calls the FINS Disclosure Create Activity Sub Workflow subprocess to log the disclosure activity.
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FINS Disclosure Goto File View |
This subprocess navigates users to the Disclosure Documents list, where they can review all the disclosure documents pertaining to the selected product. This subprocess also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service. |
FINS Disclosure Create Activity Sub |
If the user accepts the disclosures, this sub process logs the disclosure activity. |
Before you can display disclosure documents, you must:
To activate the workflows used to display disclosure documents
- Navigate to the Administration - Business Process screen > Workflow Deployment view.
- In the Repository Workflow Processes list, use a query to find all processes where the Name field contains the word Disclosure.
NOTE: You can query on *Disclosure*.
- Activate each workflow process shown in Table 33, that has a status of Inactive.
- Select the workflow process record.
- Click Activate.
- To verify that the Status is Active for each process:
- In the lower Active Workflow Processes list, query again for Name = *Disclosure*.
- For each process, check that Deployment Status = Active.
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