General Configuration Tasks

This section describes the general tasks required to configure the system to support the integration. It also describes the service task type portal.

Refer to the Supported Functionality section for addition details about configuration required for specific business functionality.

Messages

Review the base messages provided for communication of positive and negative responses to the self service user. These are configured on self service task types.

Note: In the BPEL layer the product's Message Category / Message Number combination is translated into message codes understood by the self service product.

Managed Content

Create a managed content record to define the HTML to use for the various general emails.

The Managed Content Type should be HTML. Navigate to the Schema tab and enter the following tags and type the appropriate text for the email within the "<span>" tags.

<html>
  <body>
    <span> </span>
  </body>
</html>

XAI Sender

Verify that an XAI sender is configured for routing email real time.

Note: The XAI Options includes an option for a default Sender for real-time emails that can be configured with this XAI sender.

Field

Define a field that includes the text for the email subject for the notification of master configuration errors email.

Define one or more fields that include the text for the email subject for the confirmation emails to send for the various service tasks.

Algorithm

If any service task should send a confirmation email after all steps are complete, for example once a payment is processed, configure one or more appropriate algorithms for the C1-SSCONFREM algorithm type.

Note: This algorithm must be plugged into appropriate business objects as an enter algorithm on a state where actions done by the task are complete.

Access Type

Base product is provided with the implementation of access type Tax Role with keys PER_​ID and TAX_​ROLE_​ID. If required, additional access types should be added to the lookup USER_​ACCESS_​TYPE_​FLG.

Line of Business

Base product is provided with the implementation two Lines of Business: Individual and Business. If required, additional line of business entries should be added to the lookup LINE_​OF_​BUSINESS_​FLG.

Self Service Master Configuration

Create a Self Service Master Configuration record that holds system wide configuration needed for the self service integration.

The Configuration Support section defines information needed to alert a user that problems were found with configuration. The alert may be sent using a To Do entry or an email or both.

Populate the following fields if an email should be generated when configuration problems exist.

The Request Processing Control information allows an implementation to define special logic that should occur when a web service is processed. The special logic may be causing an inquiry audit record to be created or it could be to indicate a custom extension to a base product service by retrieving additional details to return in a web service call.

For any web service that requires inquiry audit or custom extension, determine the schema associated with the XAI inbound service that processes the web service.