Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide > EBM Mappings Used in Online Synchronization > CustomerPartyEBM >

UpdateCustomerPartyEBM


UpdateCustomerPartyEBM is used to:

  • Update Know Your Customer (KYC) data in Siebel CRM
  • Convert prospect to customer in Siebel CRM
  • Update customer name in Siebel CRM
  • Update customer address in Siebel CRM
Operation

Update

Service Consumer

Oracle FLEXCUBE Universal Banking

Service Provider

Siebel CRM

EBM Request Operational Element

UpdateCustomerPartyEBM

Table 30 lists the mapping information for the UpdateCustomerPartyEBM.

Table 30. UpdateCustomerPartyEBM
XML Path
Oracle FLEXCUBE Service Name
Oracle FLEXCUBE Interface Object
Oracle FLEXCUBE Interface Column
Siebel Contact
Business Compon-ent
Siebel Contact
Field
Siebel Account
Business Compon-ent
Siebel Account
Field

/Identification
/ID

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICA
TION/FCUBS_
NOTIF_IDENTIFIER/Customer-Full/CUSTNO

Contact

Integration Id

Account

Integra-tion Id

/Identification
/Application
ObjectKey/ID

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_
NOTIF_IDENTIFIER/Customer-Full/XREF

Contact

Id

Account

id

/PartyLocation
/Location
Reference
/Address/Line
One

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN1

CUT Address

Street Address

CUT Address

Street Address

/PartyLocation
/Location
Reference/Address/Line
Two

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN2

CUT Address

 

Street Address 2

CUT Address

Street Address 2

/PartyLocation
/Location
Reference
/Address/Line
Three

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN3

 

CUT Address

City

CUT Address

City

/PartyLocation
/Location
Reference/Address/Line
Four

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN4

Not applicable

Not applicable

 

Not applicable

 

Not applicable

 

/PartyLocation
/Location
Reference/Address/CountryCode

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/COUNTRY

CUT Address

 

Country

 

CUT Address

Country

/Person/Nationality
CountryCode

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/NLTY

Contact

Citizenship

Not applicable

 

Not applicable

 

/Person
/Deceased
Indicator

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/DEAD

Contact

Deceased Flag

Not applicable

Not applicable

/Person
/PersonName
/FirstName

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/FSTNAME

Contact

First Name

Not applicable

Not applicable

/Person
/PersonName
/MiddleName

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/MIDNAME

Contact

Middle Name

Not applicable

Not applicable

/Person/PersonName/FamilyName

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/LST
NAME

Contact

Last Name

Not applicable

Not applicable

/Person/PersonName/Title

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/TITLE

Contact

M/M

Not applicable

Not applicable

/Person/PersonName/Alias

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/SNAME

Contact

Alias

Not applicable

Not applicable

/Organization/Name

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custcorp/CORPNAME

Not applicable

 

Not applicable

 

Account

Name

/Organization
/HomeCountry
Code

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/NLTY

Not applicable

Not applicable

BIB Account BC

Country of Incorpora-tion

/Organization/BankBranch
Reference/BankBranch
Identification/ID

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/LBRN

Not applicable

 

Not applicable

 

BIB Account BC

Branch Code

/LevelCode

NA

NA

Values will be PROSPECT,CUSTOMER

Contact

Status

Account

Account Status

/TaxCode

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/TAXGROUP

Contact

Tax Code

BIB Account BC

Tax Code

/Customer
PartyCredit
Profile/Credit
RatingCode

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/CRRATE

BIB Contact BC

Credit Rating

Account

Credit Rating

/PartyRelated
Party/PartyRelated
PersonParty
/PersonParty
Reference
/Party
Identification/ID

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custaccdet/Relation
ship-Linkage/CUSTOMER

Not applicable

 

Not applicable

 

Not applicable

 

 

Not applicable

 

/PartyRelated
Party/PartyRelated
PersonParty/PersonParty
Reference/Party
Identification
/Application
ObjectKey/ID

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custaccdet/Relation
ship-Linkage/XREF

Party Relation-ship To

 

 

Related Party Id

 

 

Party Relation-ship To

 

 

Related Party Id

 

 

/PartyRelated
Party
/PartyRelated
PersonParty
/PersonParty
Reference
/Party
Identification
/Application
ObjectKey/ContextID

Not applicable

Not applicable

Values provided are I,C (Individual,Corporate)

Not applicable

Not applicable

Not applicable

Not applicable

/PartyRelated
Party/Party
Relationship/Relationship
Code

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custaccdet/Relation
ship-Linkage/RELATION
SHIP

Party Relation-ship To

 

Relation-
ship Type

 

Party Relation-ship To

 

Relation-
ship Type

 

 

Not provided by Oracle FLEXCUBE Universal Banking.

Not applicable

Not applicable

Not applicable

Party Relation-
ship To

Calculated Related Party Type

Party Relation-
ship To

Calculated Related Party Type

/Customer
PartyFinancial
ServiceProfile
/Financial
Institution
Branch
BusinessUnit
Reference/BusinessUnit
Identification
/iD

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/LBRN

BIB Contact BC

 

Branch Id

 

Not applicable

 

Not applicable

 

/Customer
PartyFinancial
ServiceProfile
/Relationship
PricingAllowed
Indicator

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/RPCUST

BIB Contact BC

 

RP Customer

 

BIB Account BC

 

Relation-ship Pricing Customer Flag

/Person/ MinorIndicator

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/MINOR

BIB Contact BC

Minor Indicator

Not applicable

Not applicable

/Organization/Organization
Financial
Statement/Organization
Financial
Number/Amount

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custcorp/NETWORTH

Not applicable

Not applicable

BIB Account BC

Customer Networth Amount

/Person/Person
FinancialProfile/Financial
Profile/Status
/Code

/Organization
/Organization
FinancialProfile/Financial
Profile/Status
/Code

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/KYCSTAT

BIB Contact BC

 

KYC Status

 

 

BIB Account BC

 

KYC Status Flag

 

/Organization/ShortName

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/SNAME

Not applicable

Not applicable

 

Account

Alias

/Customer
PartyFinancial
ServiceProfile/AntiMoney
Laundering
CheckRequiredIndicator

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/AMLREQD

BIB Contact BC

AML Required

 

 

BIB Account BC

 

AML Required Flag

/Person/Person
FinancialProfile/Financial
Profile/Status/SubStatusCode

/Organization/Organization
FinancialProfile/Financial
Profile/Status/SubStatusCode

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/FROZEN

BIB Contact BC

Frozen

 

BIB Account BC

 

Frozen Flag

/Status/SubStatusCode

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/WHRUNKN

BIB Contact BC

Where-abouts Unknown

BIB Account BC

Where-abouts Unknown Flag

/PartyRelated
Party/PartyRelated
PersonParty/PersonParty
Reference/PersonName/FullName

FCUBS
Customer
Service

ST-Modify
Customer
-Notify
-MSG.xsd

FCUBS_
NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/GUARDIAN

BIB Contact BC

Guardian Name

 

Not applicable

 

Not applicable

 

/Customer
PartyCredit
Profile/Identification
/ID

EL
Customer
LiabService

GE-Liability
Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/LIABLITY
NO

BIB Contact BC

Liability Number

BIB Account BC

Liability Number

/Customer
PartyCredit
Profile/CreditLimit
Amount

EL
Customer
LiabService

 

 

GE-Liability
Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/OVERALL
LIMIT

BIB Contact BC

Overall Limit Amount

BIB Account BC

Overall Limit Amount

/Customer
PartyCredit
Profile
/CurrencyCode

EL
Customer
LiabService

GE-Liability
Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/LIABLITY
CCY

BIB Contact BC

Limit Currency Code

BIB Account BC

Limit Currency Code

/Customer
PartyCredit
Profile/TotalUtilized
LineOfCredit
Amount

EL
Customer
LiabService

GE-Liability
Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full
/UTILISA
TIONAMT

BIB Contact BC

Total Utilized Amount

BIB Account BC

Total Utilized Amount

/Customer
PartyCredit
Profile/LastCredit
ReviewDate

EL
Customer
LiabService

GE-Liability
Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/REVISION
DATE

BIB Contact BC

Revision Date

BIB Account BC

Revision Date

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