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Performing Siebel Configuration Tasks After Importing Batch Data

This topic describes the Siebel configuration tasks that must be performed after Oracle FLEXCUBE Universal Banking data has been batch loaded into Siebel CRM.

To perform Siebel configuration tasks after importing batch data

1. Stop the Workflow Monitor Agent.

   For information on this task, see Siebel Business Process Framework: Workflow Guide.

2. Generate and verify triggers as follows:
   1. Use the following srvrmgr (Server Manager) command to generate triggers:

   start task for comp gentrig with exec=True,remove=False,PrivUser=UserName,PrivUSerPass=Password

   where UserName and Password are the assigned privileged user name and password.

   2. Verify the task:
      • Log in to the Siebel Financial Services application.
      • Navigate to the Administration-Server Management screen, then the Components view.
      • In the components list, select Generate Triggers, then click the Tasks view and verify that the most recent task for the Generate Triggers component completed successfully.

        For additional information on generating triggers, see Siebel Business Process Framework: Workflow Guide.

3. Restart the Workflow Monitor Agent component.
4. Create an integration user as follows:
   1. Log in to the Siebel Financial Services application.
   2. Navigate to the Administration - User screen, then the Employees view.
   3. In the employees list, select the record for the Siebel administrator.
   4. Select the check box in the Integration User Flag field for this employee.

      A user must be designated as the integration user; this user's credentials are used by the Siebel application to accept inbound Web service calls from Oracle FLEXCUBE Universal Banking and to create, update, and query Siebel records. Designate the Siebel administrator as the integration user.