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

Inquiries from Siebel CRM

The Integration supports inquiries started from Siebel CRM to retrieve customer, financial account, and contract information from Oracle FLEXCUBE Universal Banking. The following information applies to this integration point:

• Direction of Synchronization. Siebel CRM to Oracle FLEXCUBE Universal Banking.
• Data Synchronized. See Table 7.
• Integration Object Name. See Table 7.

The entities for which Siebel CRM can issue inquiries to retrieve additional information from Oracle FLEXCUBE Universal Banking are as follows:

• Contacts and Accounts

  Customers in Oracle FLEXCUBE Universal Banking are mapped to Contacts (retail customers) and Accounts (corporate customers) in Siebel CRM. Non-Siebel CRM customer data from Oracle FLEXCUBE can be displayed in Siebel CRM.

• Financial Accounts:
  • Current and savings accounts and related standing instructions
  • Retail deposits, which refer to term deposits and recurring deposits
  • Corporate deposits
  • Loans
• Financial transactions

  Siebel CRM does not maintain financial transactions data but retrieves this data from Oracle FLEXCUBE Universal Banking and displays it in the Siebel application user interface.

• Contract

  Siebel CRM retrieves contract data from Oracle FLEXCUBE Universal Banking and displays it in the Siebel application user interface.

For each Siebel CRM inquiry integration point, Table 7 shows the integration objects used for the Integration and the data queried. For information about each of the integration objects, see EBM Mappings Used in Online Synchronization.