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

Customer Transactions

The Integration supports the synchronization of updates to customer data made in either Siebel CRM or Oracle FLEXCUBE Universal Banking. The following information applies to this integration point:

• Direction of Synchronization. Bidirectional.
• Data Synchronized. Customer.
• Integration Object Name. UpdateCustomerPartyEBM.

Customer and customer relationship data is synchronized between the applications as follows:

• Customer data

  Updates to the following customer data can be made in either Siebel CRM or Oracle FLEXCUBE Universal Banking; the following changes in one application are synchronized with the other application:

  • Changes to customer names
  • Changes to contact and account addresses
  • Status changes
  • Changes to other customer data that is common between Oracle FLEXCUBE Universal Banking and Siebel CRM
  • Updates to Know Your Customer (KYC) data in Oracle FLEXCUBE Universal Banking are synchronized with Siebel CRM
• Relationship data:
  • Customer relationships created or updated in Siebel CRM are synchronized with Oracle FLEXCUBE Universal Banking.
  • Changes to the relationship type values, for example, father or spouse, are made in Siebel CRM and are synchronized with Oracle FLEXCUBE Universal Banking.
  • Changes to customer-to-customer relationships that exist in both applications are synchronized with the other application.

    NOTE:  Customer-to-customer relationships that involve prospects or non-Oracle FLEXCUBE Universal Banking customers are not created, updated, or stored in Oracle FLEXCUBE Universal Banking.