Table 5. Siebel Financial Services Business Services
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|
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Disclosure Manager |
Regulatory compliance, sales process compliance. |
Present literature specific to products; logs presentation for compliance. |
Approval Manager |
Policy exception approvals, underwriting. |
Determines necessary approval sources and routes to inbox. |
VBC Cache and Instance Manager |
Cache data from external applications in Siebel for display. |
Cache VBC data throughout user's session and use Siebel Workflow to query external data sources. |
Free Format Converter |
Comma-delimited and other free-format message creation. |
EAI Business Service to convert Siebel data to non-XML formats. |
Workflow - SmartScript Integration |
Embed Q&A style processes as part of a workflow process. |
Launch SmartScript sessions within a workflow process. Pass information from SmartScript back into the workflow process for downstream processing. |
Using Data Transfer Utilities (DTU) |
Auto-creation, prefilling. |
Copies data from one Siebel BO/BC/Field to another BO/BC/Field. |
Data Validation Manager |
Conditional logic, data integrity control. |
Performs data validation across business component fields. |
Requirements Manager |
Application closings, service case resolution. |
Determines requirements and next steps for transaction completion. |
Customer Authentication Manager |
Transaction level security, regulatory compliance. |
Situation specific customer authentication data collection and logging. |
Using the Calculation Manager |
Lead scoring, payment calculations, prioritization. |
Performs arithmetic functions and if/then/else calculations in background or through UI. |
Using the Customer Expectations Manager |
Customer services expectations, fulfillment expectations. |
Calculates expected and promise dates, and sets priorities, based on item type and customer value. |
Business Rule Processor |
Definition and execution of complex, frequently changing business logic. |
Higher performance and more scalable than scripting. Can change business logic without a new SRF. Flexible - supports procedure, loops, if-then-else, switch-case constructs. |
Dynamic UI Business Service |
Create read-only view that can be changed without the need to recompile and redeploy a Siebel Repository File (SRF). |
Create and render views containing a single read-only applet in the Siebel Financial Services application. |
FINS Application View Navigation |
View navigation. |
Guides users through a series of views based on administration data. |