Table 3. Business Process Integration Points
|
|
|
Customer modification (amendment) information |
Bidirectional |
Bidirectional |
Inquiry from Siebel CRM to Oracle FLEXCUBE Universal Banking:
- Checking account, saving account (CASA) inquiry
- Standing instruction inquiry
- Retail term deposit account inquiry
- Retail term deposit redemption inquiry
- Corporate deposit inquiry
- Loan account inquiry
- Limit inquiry
- CASA transaction inquiry
- Bills and collections inquiry
- Letter of credit inquiry
- Guarantees inquiry
- Single customer view to view customer data that is not stored in Siebel CRM
|
Siebel CRM |
Oracle FLEXCUBE Universal Banking |
Lead creation |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
New customer data, including Know Your Customer (KYC) validation |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
Customer CASA information and customer CASA amendment information |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
Term deposit account and term deposit account amendment information Corporate deposit account information |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
Loan account information, loan account reassignment information, and loan account amendment information |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
Activity creation |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
Service request inquiry and amendment information and new service request information |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
Customer or prospect search |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |
Offers inquiry for existing customers |
Oracle FLEXCUBE Universal Banking |
Siebel CRM |