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SWI External Account Request Sync Process Workflow


This workflow synchronizes the account from the external application with the Siebel application. It is called when the user selects the Fetch menu item from the SIS Account List Applet.

Figure 50 shows the SWI External Account Request Sync Process workflow.

Figure 50. SWI External Account Request Sync Process

Workflow Description. This workflow performs the following actions:

  1. Generate Template. Generates a template to query the contact details, which contain only the required fields, such as Account Id to make an outbound Web service call.
  2. EAI UI Data Adapter. Fills the template generated in the previous step with the account information that is used to make an outbound Web service call to synchronize the account with the Siebel application. Derives the value of the UTCCanonical input parameter for this step from the UTCCanonical process property. The default value of this property is N. If the value passed is Y, then the query returns data for any field of the type DTYPE_UTCDATETIME in UTC Canonical format.
  3. Get Custom Attributes. Gets the details of the Siebel Enterprise Server, such as the language, and locale values, for the Siebel Server.
  4. Set Custom Attributes. Sets the details of the Siebel Enterprise Server, such as the language and locale values, in the request message to make an outbound Web service call.
  5. External Sync Service. Makes an outbound Web service call to synchronize the account details from the external application with the Siebel application.
  6. Display Error. Retrieves the error message, if there is any during the outbound Web service call, and displays it in the Siebel application.
  7. Retrieve Field Value. Retrieves the Account Id from the Web service response message to verify if the account successfully synchronized with the Siebel application.
  8. Field Value Present. Checks if the Account Id returned from the previous step is NULL. If the Account Id is NULL, then the account is not synchronized. If the Account Id is not NULL, then the account is synchronized.
  9. Refresh UI. If the account synchronized successfully, then this step refreshes the Account view so that the synchronized account is included in the Siebel application.

Associated Business Service Methods. The following table shows the steps in this workflow that call business service methods.

Workflow Step
Method Called
In Business Service

Generate Template

GetTemplate

Generate Template Service

EAI UI Data Adapter

QueryPage

EAI UI Data Adapter

Get Custom Attributes

GetEnterpriseParameters

SWI External Integration Service

Set Custom Attributes

SetAttributesToMessage

SWI External Integration Service

External Sync Service

CustomerPartyIOFetchAccount

FetchAccountSiebelReqABCSImplService

Display Error

CheckAndSetError

SWI External Integration Service

Retrieve Field Value

RetriveFiledValue

SWI External Integration Service

Refresh UI

RefreshCurrentApplet

FINS Teller UI Navigation

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