Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide > About the Integration > Business Process Integration Points >

Creation of Leads


The Integration supports the synchronization of leads created in Oracle FLEXCUBE Universal Banking with Siebel CRM for customers who exist in both applications. The following information applies to this integration point:

  • Direction of Synchronization. Oracle FLEXCUBE Universal Banking to Siebel CRM.
  • Data Synchronized. Lead.
  • Integration Object Name. CreateSalesOpportunityEBM.

The Integration supports the synchronization of the following lead data:

  • Contact and prospect data can be retrieved from Siebel CRM if a customer exists in both of the participating applications.
  • Lead data captured in Oracle FLEXCUBE Universal Banking, and offer acceptance details retrieved from Siebel CRM, are synchronized to create a lead in Siebel CRM.
  • Lead data captured in Oracle FLEXCUBE Universal Banking and product interest data are synchronized to create a lead in Siebel CRM.
  • A customer negative response to an offer is synchronized with Siebel CRM.
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