Workflow Reference for Siebel Public Sector Provider Portal

Siebel Public Sector uses the following workflows for managing public sector service providers:

• "PUB Create Order Workflow"

• "SWIPUBSendOrder Workflow"

PUB Create Order Workflow

This workflow creates a referral order for a benefit. A user starts this workflow by clicking the Create Order button for a benefit in the Benefit Plans view.

Figure 28-1 shows this workflow.

Figure 28-1 PUB Create Order Workflow

Workflow Description. This workflow performs the following actions:

1. Create Service Order. This step creates a service order based on the data in the Benefit Line Item records. It uses the data map, PUB BenefitsToServiceOrder, to map the benefit line item to the order.

2. Goto Order. This step displays the Order Entry - Line Items XA view.

Associated Business Service Methods. The following table describes the workflow steps in this workflow that call a business service method.

Workflow Step	Method Called	In Business Service
Create Service Order	DataTransfer	FINS Data Transfer Utilities
Goto Order	GotoView	PUB Workflow Service

SWIPUBSendOrder Workflow

This workflow submits referral order data from Siebel Public Sector to a procurement application. This workflow is used to query the order record and send it to an external procurement application. The procurement application returns fulfillment data, such as the status of the referral order, to Siebel Public Sector. A user starts this workflow by clicking the Submit Order button in the order form in the Line Items view in the List view of the Service Orders screen.

Figure 28-2 shows this workflow.

Figure 28-2 SWIPUBSendOrder Workflow

Workflow Description. This workflow performs the following actions:

1. Query Service Order. This step queries the Service Order record in the Siebel database based on the Row Id.

2. Has Order. If the Order Id is not null, this step executes the Get Parameters step. Otherwise, it executes the End step.

3. Get Parameters. This step gets the attributes that are necessary from the Siebel database to send along with the service order. The attributes are: Enterprise name, Message Id, Locale, and Language.

4. Set Parameters. This step sets the attributes found in the previous step as parameters to a Siebel Message.

5. Send to AIA. Administrators must replace this placeholder step with a step that implements the integration that they set up.

   
   

   Note: Administrators can set up the integration in Oracle Application Integration Architecture or use some other type of integration. In either case, they must change this placeholder step to implement the integration that they use.

   
   

6. Update Status. This step changes the status of the service order to Submitted-Pending.

7. Refresh Record. This step refreshes the record so the change appears in the user interface.

Associated Business Service Methods. The following table describes the workflow steps, in this workflow, which call a business service method.

Workflow Step	Method Called	In Business Service
Query Service Order	QueryById	SWI Order Update
Get Parameters	GetEnterpriseParameters	CMU External Integration Service
Set Parameters	SetAttributesToMessage	CMU External Integration Service
Refresh Record	RefreshCurrentApplet	FINS Teller UI Navigation

PUB Create Asset From Agreement Item Workflow

This workflow creates an asset from an agreement item.

Figure 28-3 shows this workflow.

Figure 28-3 Pub Create Asset From Agreement Item Workflow

Workflow Description. This workflow performs the following actions:

1. Create Asset. This step creates a new asset for the product that is associated with the agreement record.

2. Update Asset. This step associates the new asset with the agreement item that it was generated from.

3. . This step navigates to the PUB Service Provider Assets view.

Associated Business Service Methods. The following table describes the workflow steps in this workflow that call a business service method.

Workflow Step	Method Called	In Business Service
Go To Provider Asset View	GotoView	PUB Workflow Service
Create Asset	Insert	None
Update Asset	Update	None