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Siebel Finance Guide > Business Services for Siebel Financial Services > Requirements Manager > About Requirements ManagerThe Requirements Manager is a business service that automatically generates activities, customer submissions, and workflows required at predetermined steps in the business process. For example, a loan applicant might be required to submit proof of employment, account statements, and other documents. The Requirements Manager allows a business analyst to specify conditions under which certain documents would be required in order to move the application process forward. The business service is invoked at a predetermined point during the application process to generate the appropriate follow-up activities for customer submissions. The Requirements Manager can be applied to a wide variety of usage scenarios including service processes such as the auto-creation of a fund transfer service request. Some examples of Requirements Manager scenarios are:
The Closing Requirement view is preconfigured in the Applications and Life & Annuities screens. You can use this to view the output of the Requirement Manager business service, for requirement templates defined on the FINS Application, and FINS Life Policy business objects respectively. Key Features of Requirements ManagerThe Requirements Manager business service provides the following key features:
About Invoking Requirements ManagerRequirement Manager is invoked the same as any other business service; through a workflow, run-time event, or script. At the time of execution, the service evaluates the various templates from which to execute, and executes each requirement where the exclusion rule evaluates to false. |
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