Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Administering Siebel eBanking and Siebel eBrokerage >

Adding Account Download File Types


If you want your customers to be able to download account data to file types other than comma-separated values (CSV) files, then you must configure Siebel eBanking.

The general process for this configuration follows:

  1. Add a new value to the File Format drop-down list. For more information, see Adding a New Value to the File Format Drop-Down List.
  2. Create an integration object to store data in the format of the new file type. For more information, see Creating an Integration Object for the New File Type.
  3. Create the data map between the Siebel format integration object and the target integration object that you create in Step 2. For more information, see Creating the Data Map.
  4. Add a new branch to the FINS eBanking Account Download Outbound workflow. For more information, see Modifying the Workflow.

Adding a New Value to the File Format Drop-Down List

You must add a new value to the File Format drop-down list that appears in the Siebel eBanking Account Download applet. For more information about lists of values, see Siebel Applications Administration Guide.

To add a new value to the File Format drop-down list

  1. In Siebel Finance, navigate to the Administration - Data screen, then the List of Values view.
  2. In the List of Values list, query for a value of ACCTDL_FILE_TYPE in the Type field.
  3. Complete the fields in the following table.
    Field
    Description

    Display Value

    Type the name of the file type that you want to appear in the File Format drop-down list.

    Language-Independent Code

    Type the value to use for conditional branching. This value can be the same as the Display Value field.

    Language Name

    Select English-American

    Active

    Select the check box.

    Translate

    Clear the check box if it is selected.

    Replication Level

    Select All

Creating an Integration Object for the New File Type

In Siebel Tools, you must create an integration object that describes the format of the new file type (the target format). If you have the DTD (Document Type Definition) file of the target data format, then you can use the DTD Wizard in Siebel Tools to build this integration object. For more information about creating integration objects, see Using Siebel Tools.

Creating the Data Map

You must create a data map record and then use the Siebel Data Map Editor to create the map that the Data Transformation Engine uses to change the format and hierarchy of the Siebel format source integration object instance to that of the target integration object instance. You create data map records in the Data Map view of the Administration - Integration screen. You perform the data mapping in the Data Map Editor view of the Administration - Integration screen. For detailed information about how to create data maps, see Transports and Interfaces: Siebel Enterprise Application Integration.

Modifying the Workflow

You must create a new path from the Start step of the FINS eBanking Account Download Outbound workflow for each new file format that you want to support. The relevant steps must reference the target integration object and data map that you create.

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