Contents
1. Preface
1.1 Introduction
1.2 Audience
1.3 Documentation Accessibility
1.4 Organization
1.5 Acronyms and Abbreviations
1.6 Related Documents
1.7 Glossary of Icons
2. Oracle FLEXCUBE Siebel - CRM Integration
2.1 Integration Pattern
2.2 Message Exchange Pattern
2.2.1 Exchanging Message
2.2.2 SYNC - Oracle FLEXCUBE Provider
2.2.3 FAF - Oracle FLEXCUBE Provider
2.2.4 SYNC - CRM Provider
2.2.5 FAF - CRM Provider
2.3 Single Customer View
2.3.1 Viewing Single Customer
2.3.2 Query
2.3.3 Oracle FLEXCUBE Gateway Service
2.4 Create Lead
2.4.1 Creating Lead for Prospective and Existing Customers
2.4.2 Customer Search
2.4.3 Query Offers
2.4.4 Lead Creation
2.5 Customer Party
2.5.1 Creating Customer party
2.5.2 Update Customer Party
2.6 BPEL Process Changes
2.6.1 Opening Savings Account Process
2.6.2 Opening Current Account Process
2.6.3 Creating Corporate Customer Process
2.6.4 Opening Retail Term Deposit Process
2.6.5 Siebel CRM Sub Process
2.7 Customer Details Inquiries
2.7.1 Inquiring Customer Details
2.7.2 CASA Account inquiry
2.7.3 CASA & Retail Deposit Transaction Inquiry
2.7.4 Retail Term Deposit Account Inquiry
2.7.5 Retail Term Deposit Redemption Inquiry
2.7.6 Corporate Deposit Inquiry
2.7.7 Standing Instruction Inquiry
2.7.8 Periodic Instruction Inquiry
2.7.9 Loan Account Inquiry
2.7.10 Bills & Collections Inquiry
2.7.11 Limit Inquiry
2.7.12 Letter Of Credit Inquiry
2.7.13 Guarantees Inquiry
2.8 Customer Details Handoffs
2.8.1 Handing Off Customer Details
2.8.2 Customer Handoff
2.8.3 Customer Amendment Handoff
2.8.4 Customer Account Handoff
2.8.5 Customer Account Amendment Handoff
2.8.6 Term Deposit Handoff
2.8.7 Term Deposit Amendment Handoff
2.8.8 Corporate Deposit Account Handoff
2.8.9 Loan Account Handoff
2.8.10 Loan Account Amendment Handoff
2.8.11 Loan Re-assignment Handoff
2.8.12 Activity
2.9 Customer Amendment Upload
2.9.1 Uploading Customer Amendment
2.9.2 Customer Party Service
2.9.3 Gateway Service
2.10 Account Address Amendment Upload
2.10.1 Uploading Account Address Amendment
2.10.2 Deposit Account Service
2.10.3 Gateway Service
2.11 Service Request
2.11.1 Service Request and Activity
2.11.2 Creating Service Requests
3. Integration Patterns
3.1 Siebel CRM
4. Function ID Glossary