Siebel Dealer Administration Guide > Managing Business Rules for Dealers >

Configuration for Dealer Business Rules

This topic gives a high-level overview of the steps needed to allow the Business Rules Engine to process different types of entities. It is important to understand the use of Siebel Tools before you try to do this. For more information about Siebel Tools, see Using Siebel Tools.

Before configuration, the Business Rules Engine includes workflows to support rules based on certain entities (such as Contacts and Sales History) and actions (such as Create Activity and Send Letter). For a summary of the entities and actions supported before configuration, see Creating New Actions for Dealer Business Rules.

To allow business rules to support other entities, go through the following steps:

• Gathering Information
• Enabling the Object for Business Rules
• Defining Business Rules

NOTE:  The Business Rules module can be used by any Siebel industry application. You can use this configuration to allow it to support entities needed by other industries.

Gathering Information

Before you begin, you must have all of the following information:

• Identify the Business Object (Subject Entity/Object).
• Identify the Primary BC of the Business Object.
• Identify the Workflow/Business service that performs the actions (Action Types).
• Identify the BC Fields on which the Subject Entity can be queried (Criteria).
• Identify if Organization Visibility is required and if it is configured on the Primary BC.

Enabling the Object for Business Rules

To enable the object for business rules, perform the following procedures.

This topic explains how to create seed data to enable an object for business rules.

To create seed data to enable the object for business rules

1. Navigate to the List of Values view of the Application Administration screen.
2. Query in the Type field for the value EAUTO_BUS_RULE_OBJECT.
3. Copy one of the records with this value in the Type field.
4. In the new record:
   1. Change the value in the LIC (Language Independent Code) field to the business object name.
   2. Change the value in the Display Name field to an appropriate value.

This topic explains how to create seed data to enable an object for the query assistant.

To create seed data to enable the object for query assistant

1. Navigate to the List of Values view of the Application Administration screen.
2. Query in the Type field for the value EAUTO_QUERY_BUSCOMP.
3. Copy one of the records with this value in the Type field.
4. In the new record:
   1. Change the value in the LIC field to the business object of the subject entity.
   2. Change the value in the Display Name field to an appropriate value.
5. Define a new LOV Type with the name QRY_FLD_xxxx where xxxx identifies the Entity.

   For example, if the entity is Order, the new LOV Type would be QRY_FLD_ORDER.

6. For each field that needs to be queried on, create a new LOV record of this new type. In the new record:
   1. In the LIC field, enter the BC field name.
   2. In the Display Name field, enter an appropriate value that will be displayed to the user.

This topic explains how to perform configuration to enable objects for query assistant.

To perform configuration to enable the object for query assistant

1. In Oracle's Siebel Tools, display Business Components.
2. Query for eAuto Query and eAuto Query Condition.
3. For each of these Business Components:
   1. Query for BC User Properties named Query BC Field LOV*.
   2. Create a new user property with the following values:
      • Name: Query BC Field LOV xx
      • Value: primary_bc_name_above, qry_fld_lov_type_created_above
4. Include the Primary BC (without any link) in the following Business Objects:
   • eAuto Business Rule Template
   • eAuto Business Rule

Defining Business Rules

To define the business rules, perform the following procedures.

To define action types

1. Navigate to the Action Types view of the Administration - Business Rules screen.
2. Create a New Action Type Record.
   1. In the Mode field, select the appropriate value.
   2. In the Type field, select Workflow or Business Service.
   3. If you selected Workflow, specify the Workflow. If you selected Business Service, specify the Business Service, Method and Id Field.
3. In the Arguments Applet:
   1. Create a new record for each Argument that needs to be passed, and specify the required values.
   2. Depending on the type of the Argument, specify the Pick List, Pick Applet and Pick Field fields if required.

This topic explains how to define the business rule template.

To define the business rule template

1. Navigate to the Business Rule Templates view of the Administration - Business Rules screen.
2. Create a New Business Rule Template for the object you specified earlier.
3. In the Actions applet, add an Action record and specify arguments.
4. In the Criteria applet, specify criteria fields and values for them.
5. Select the Publish check box to publish the template.
6. Navigate to the All Business Rules view of the Business Rules Subscription screen.
7. Click Show Available Templates.
8. Select the template you defined and click Subscribe.
9. Activate the Rule.