1. Preface

1.1 Introduction

This manual outlines the requirements to support the integration of the Siebel FINS CRM product with Oracle FLEXCUBE.

This manual explains the various maintenances required for the exchange of data between Oracle FLEXCUBE and a Siebel-CRM system. Besides this User Manual, while maintaining the interface related details, you can invoke the context sensitive help available for each field. This help encapsulates the purpose of each field within a screen. Placing the cursor on the relevant field and striking the <F1> key on the keyboard can obtain information specific to a particular field.

1.2 Audience

This manual is intended for the following User/User Roles:

	Role		Function
	Operation Manager		Manages day to day retail operations, approving opening/ clo­sure/re-opening/blocking of accounts, ensures adherence to cen­tral bank, and regulatory reporting
	Credit Operations Manager		Manages the line and limits of a retail account/ facility, approving temporary overdraft, increasing the lines, taking decisions on overdue loans/ recovery in consultation with the supervisor
	Operations Execu­tive		Handles day to day operations, creation of customers, accounts, sending messages to customers, storage of documents which are part of office copies
	Credit Operations Executive		Creates of lines/limits/margin money accounts, updates account level information, handles exception resolution by escalating to the manager, monitors limits and lines set up for an account and submits overdue/ risk report to the manager
	Customer Service Manager		Ensures the customer transactions fulfilment and customer ser­vice quality, handles escalation, and maintains high level liaison with customers
	Customer Service Executive		Responsible for customer-facing and customer-servicing activi­ties such as reception, communication, query and complaint han­dling, direct and indirect sales and interfacing between the customer and the rest of the organisation
	Relationship Man­ager		Handles initial customer contacts, ensures that the appropriate suite of products and solutions are offered to the customer, develops the agent's long-term strategic partnerships with cus­tomers, develops an understanding of customer's day-to-day administrative and business activities and communicates the same to front office and back office team

1.3 Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

1.4 Organization

This manual is organized as follows:

	Chapter		Description
	Chapter 1		About this Manual gives information on the intended audience. It also lists the various chapters covered in this User Manual.
	Chapter 2		Oracle FLEXCUBE Siebel - CRM Integration explains the process of integration of Siebel CRM which is used to capture customer infor­mation.
	Chapter 3		Oracle FLEXCUBE Siebel - CRM Integration lists all the request messages that are generated from Siebel to Oracle FLEXCUBE.
	Chapter 4		Function ID Glossary has alphabetical listing of Function/Screen ID's used in the module with page references for quick navigation.

1.5 Acronyms and Abbreviations

The abbreviations used in this manual and the corresponding descriptions are given below:

	Abbreviation		Description
	AIA		Application Integration Architecture
	BIB		Bank In Box
	BPEL		Business Process Execution Language
	CRM		Customer Relationship Management
	EBM		Enterprise Business Message
	EBO		Enterprise Business Object
	EBS		Enterprise Business Service
	EJB		Enterprise Java Beans
	ELCM		Enterprise Limit and Collateral Management
	EOL		Enterprise Object Library
	FAF		Fire And Forget – Request Only
	FCUBS		FLEXCUBE Universal Banking Solutions
	JMS		Java Messaging Service
	KYC		Know Your Customer
	MDB		Message Driven Bean
	ODI		Oracle Direct Integration
	SYNC		Synchronous – Request & Response
	UI		User Interface
	WSDL		Web Service Definition Language
	XSD		XML Schema Definition

1.6 Related Documents

• Procedures User Manual

1.7 Glossary of Icons

This User Manual may refer to all or some of the following icons.

	Icons		Function
			Exit
			Add row
			Delete row
			Option List