Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >

Integrating Siebel Loyalty with Business Intelligence Publisher

Siebel Loyalty can be integrated with Oracle Business Intelligence Publisher (Oracle BI Publisher).

Oracle BI Publisher allows you to design reports using Microsoft Word, Microsoft Excel, Adobe Acrobat, and other familiar design tools. It includes the ability to create charts, cross-tabs, multiple table formats, conditional formatting, dynamic content, interactive reports. It generates reports in PDF, HTML, Microsoft Excel, Microsoft PowerPoint, and other formats. For information on setting up Oracle BI Publisher, see Siebel Reports Guide.

NOTE:  The report types that are available depend on the values in the Administration - Data, List of Values view with the LOY_STMT_TYPE_CD in the Type field. You can add other report types, but you must build the new functionality for any new values you enter.

To integrate Siebel Loyalty with Oracle Business Intelligence Publisher

1. Register the report templates:
   1. Navigate to Administration - BIP Reports screen, Report Template Registration view.
   2. Create a new record, enter the desired report name, and select the corresponding integration object.
   3. Navigate to the Translations view, select the language, and enter the report name.
   4. For the given report name and integration object, select the name of the Template file (which is stored in the local computer).
   5. Select the desired report format.

      Options are PDF, RTF, HTML, and Excel.

   6. Click the Generate Xliff button.

      The xliff file is generated.

   7. Click the Upload File button.
2. Associate the report templates with the appropriate statement types for this program:
   1. Navigate to the Loyalty Program Administration screen.
   2. In the Loyalty Programs list, click the Program Id hyperlink for the appropriate program.
   3. Click the Statement Templates view tab.
   4. Add a new record to the Statement Templates list, and complete the necessary fields. Some fields are described in the following table.

      Field	Description
      Statement Type	Select the type of report that this template is used for, such as Accrual Dispute, Member Gift Points, or Partner Billing.
      Template Name	Select the Oracle BI Publisher template used for this report.