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About Managing Oracle FLEXCUBE Universal Banking Contacts

• Oracle FLEXCUBE Universal Banking Contacts are entities or individual customers represented as individual customers in Oracle FLEXCUBE Universal Banking. Siebel Finance is the master for customer records. Specific Oracle FLEXCUBE Universal Banking attributes and entities are displayed in the following views: Universal More Info view
• Universal Summary view
• Universal Contracts view
• Contact Limit view
• Contact Mandatev iew

The following operations can be performed in real-time to synchronize contacts between Siebel Finance and Oracle FLEXCUBE Universal Banking:

• Contacts are created in Siebel Finance when an individual customer is created in Oracle FLEXCUBE Universal Banking.
• Contact records are updated in Siebel Finance when a particular individual customer is updated in Oracle FLEXCUBE Universal Banking.
• Obtain the latest information for a contact from Oracle FLEXCUBE Universal Banking using the Refresh button available in the Universal More Info view and Universal Summary view.
• Oracle FLEXCUBE Universal Banking can query an existing contact or prospect from Siebel Finance.
• The Summary view can be used to view a Contact's relationship with other entities.

Contacts-Contracts can be any of the following:

• A Letter of Credit (LC)
• Bills and Collections (BC)
• A Guarantee

A contact can be associated with one or more contracts. Contracts are read-only in Siebel Finance. For more information on financial contracts, see Managing Financial Contracts.

The Contact - Contracts views include:

• Contact-Mandate. A Contact can be associated with one or more mandates. Mandates are read-only in Siebel Finance. Users can view mandates for a contact using the Contact - Mandates List view.
• Contact-Limits. A Contact can be associated with only one Limit or Liability. One Liability can have multiple Line items as child entities. Limits are read-only in Siebel Finance. Users can view Limits and Line items for a contact using the Contact - Limits view.
• Contract-Contracts List - Universal More - Info View. The Universal More Info view contains additional information for the Universal Customer - Contact. This information is read-only in Siebel Finance. Records can be updated in Oracle FLEXCUBE Universal Banking and update requests are sent to Siebel Finance.

  The More Info view also includes Contact Signatories information, which is not stored in Siebel Finance. Signatory records are displayed using Virtual Business Components (VBC).