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Siebel Finance Guide > Business Services for Siebel Financial Services > Automating the Display of Disclosure Documents >
About Disclosure Workflows
Siebel Finance includes three workflows that help manage the display of disclosure documents and disclosure event logging. Table 35 describes each workflow.
Table 35. 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 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.
- 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:
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