Siebel eService Administration Guide Addendum for Industry Applications > Administering Siebel eBanking and Siebel eBrokerage > Siebel Account Aggregation >

Account Aggregation Business Services

The Account Aggregation (AAG) Service is the only preconfigured business service related to the Siebel Account Aggregation product. With account aggregation, financial account data from multiple financial institutions can be loaded into Siebel eBanking. This allows Siebel eBanking users to view financial account balances, transactions, and investment holdings from other financial institutions. Use of this service requires licensing of the Siebel Account Aggregation Server.

This business service is named AAG Service, with a display name of Account Aggregation Service. Typically, account aggregation data transfers are controlled by administrators using the Account Aggregation Administration screen views, or by consumer users accessing the features through Siebel eService for Financial Services.

In some cases, it may be desirable to have programmatic control over the data transfer. For example, you may want to download the latest account data after the user performs another action in Siebel eBanking.

The AAG Service has three methods:

All three methods will cause Siebel eBanking to request data from Yodlee. Because these requests require integration with the Yodlee service, they should only be executed on a Siebel Server.

NOTE:  For more information about the Account Aggregation business components, see Siebel eBanking Account Aggregation Business Components.

GetServiceList

This method will request a list of Account Aggregation Services from Yodlee. Details about this method are listed in Table 18.

Table 18.  GetServiceList Method
Method Arg
Data Type
Type
Storage Type
Display Name
GetIt
String
Output
Value
GetIt
SiebelMessage
Hierarchy
Output
Hierarchy
SiebelMessage

When execution of this business service completes, the following actions occur (if the request was successful):

NOTE:  If the request fails, an error message is stored in GetIt.

GetUserData

This method requests financial accounts for a specified user from Yodlee. This method requests cached data (data that is already in Yodlee's system). This data is updated by Yodlee on a periodic interval, so requests made between the intervals will return identical data. Details about this method are listed in Table 19.

Table 19.  GetUserData Method
Method Arg
Data Type
Type
Storage Type
Display Name
ContactId
String
Input
Property
ContactId
Flag
String
Output
Value
Flag
SiebelMessage
Hierarchy
Output
Hierarchy
SiebelMessage

The ContactId that is passed to this method is the Row ID for the contact. When execution of this business service completes, the following actions occur (if the request was successful):

NOTE:  If the request fails, an error message is stored in Flag.

GetUserRealTimeSync

This method's input and output arguments are identical to those of the GetUserData method, except that GetUserRealTimeSync requests a real time update. This means that Yodlee itself will go out and fetch the latest data before returning the contact's financial account data. As a result, this request may take longer to complete than the GetUserData request.

Details about this method are listed in Table 20.

Table 20.  GetUserRealTimeSynch Method
Method Argument
Data Type
Type
Storage Type
Display Name
ContactId
String
Input
Property
ContactId
Flag
String
Output
Value
Flag
SiebelMessage
Hierarchy
Output
Hierarchy
SiebelMessage


 Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A 
 Published: 18 April 2003