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Synchronizing User Profile Information From Oracle Billing Insight With an External Customer Relationship Management System


You can customize your implementation of Oracle Billing Insight to automatically update an external Customer Relationship Management (CRM) system when a user modifies profile information.

To update an external CRM system with user profile information

  1. Customize the IUserProfileWSConnector API to update your external CRM when a user updates user profile data in Oracle Billing Insight.
  2. Send a confirmation to Oracle Billing Insight when the data has been received. Also mark the request complete in Oracle Billing Insight, returning an external ID and status.
  3. Create a pipe-delimited TXT data input file in the following format.
    Name
    Required
    Description

    User ID

    Yes

    The user's identifier

    First Name

    Yes

    The user's first name

    Middle Name

    No

    The user's middle name

    Last Name

    Yes

    The user's last name

    Mailing Address Line 1

    No

    The user's mailing address line 1

    Mailing Address Line 2

    No

    The user's mailing address line 2

    Mailing Address Line 3

    No

    The user's mailing address line 3

    City

    No

    The user's city

    State

    No

    The user's state

    Zip Code

    No

    The user's Zip Code

    Home Number

    No

    The user's home phone number

    Mobile Number

    No

    The user's mobile phone number

    Mobile Carrier

    No

    The user's mobile service provider

    Email Address

    Yes

    The user's email address

    Paper On Off Selection

    No

    The user selects to have paper delivery turned on or off

    Language Choice

    No

    The user selects a default language choice

    External User ID

    No

    For use with a single sign-on system that uniquely identifies the user

Implementing the IUserProfileWSConnector API

The com.edocs.common.api.webservice.connector.IUserProfileWSConnector API lets you update a customer relationship management (CRM) application with updates to user profiles.

When integrating Oracle Billing Insight with other applications, such as a CRM or single sign-on where user profile information is owned by the external application, but the user updates their profile in the Self-Service application, the data must be synchronized. When a user updates his or her user profile, the Self-Service application calls method IUserProfileWSConnector.updateUserProfile(UserProfileWSBean userProfile) method, which you can implement to send the information back the the external system. For details about how user authorization works, see

To implement the com.edocs.common.api.webservice.connector.IuserProfileWSConnector API

  • Update the webservice.xma.xml file, located in the following directory:
    • UNIX. EDX_HOME/xma/config/modules/webservice
    • Windows. EDX_HOME/xma/config/modules/webservice

      For example, if the implementation class is customerpath.CustomerUserProfileWSConnector, then update the IUserProfileWSConnector bean in the webservice.xma.xml file:

    <bean id="IUserProfileWSConnector"
    class="com.edocs.common.webservice.ws.connector.
    DefaultUserProfileWSConnector">
    </bean>

    Change the XML file as follows:

    <bean id="IUserProfileWSConnector"
    class="customerpath.CustermertUserProfileWSConnector">
    </bean>

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