3. Integration Patterns

This chapter includes the following section:

• Section 3.1, "Siebel CRM"

3.1 Siebel CRM

Siebel CRM is an application through which information relating to a customer is captured. These could be from the creation of a customer profile to creating and operating various financial products available with your bank. These requests are captured in Siebel and sent to Oracle FLEXCUBE which is the backend processor for further processing.

There are two types of patterns available for exchanging message between Oracle FLEXCUBE and Siebel CRM. They are:

• SYNC - Synchronous – Request & Response
• FAF - Fire And Forget – Request Only

Request messages from Siebel to Oracle FLEXCUBE can be either in SYNC or in FAF pattern. Messages of both patterns are listed below:

• SYNC Pattern:
  • Creation of a customer
  • Modification of a customer
  • Creation of a customer account
  • Creation of a term deposit account
  • Rollover of term deposit
  • Account statement
  • Searching for a customer
  • Querying Offers
  • CASA Account details
  • Standing Instruction details
  • Periodic Instruction details
  • Retail Term Deposit account details
  • Retail Term Deposit Redemption details
  • Corporate Deposit details
  • Loan Account
  • Limit details
  • CASA and Term Deposit Account transaction details
  • Providing a single customer view (SCV)
  • Bills and Collection Contract details
  • Letter of Credit details
  • Guarantees details

• FAF Pattern:
  • Modification of a customer account address
  • Creation of a new account address

Handoff of product data from Oracle FLEXCUBE to Siebel can be either in SYNC or In FAF pattern and handoff of both patterns are listed below:

• SYNC Pattern:
  • Creation of Customer Party
  • Customer details
  • Request for Service creation
  • Request for Service modification
  • Service inquiry

• FAF Pattern:
  • Creation of Lead
  • Validation of KYC failures
  • CASA Account details
  • Term Deposit details
  • Loan Account details
  • Corporate Deposit Account details
  • Customer modifications
  • Loan Re-assignment
  • CASA Account modifications
  • Term Deposits modifications
  • Loan Account modifications
  • Account class details
  • Interest Rate code details
  • Consumer Lending product details

The Siebel is currently designed to handle the following operations. Siebel sends request messages corresponding to these Service and Operations:

	Description		Service Name		Operation Name
	Customer Creation		FCUBSCustomerService		CreateCust
	Customer Modifica­tion		FCUBSCustomerService		ModifyCust
	Savings Account Cre­ation		FCUBSCustomerAccountService		CreateCustAcc
	Term Deposit Crea­tion		FCUBSTDService		CreateTDAcc
	Term Deposit Rollo­ver		FCUBSTDService		ModifyTDRollover
	Account Address Modification		FCUBSCustomerAccountAd­dressService		ModifyCustAccA­ddr
	Account Statement Request		FCUBSCustomerAccountFinan­cialService		RequestAccStmt
	Single Customer Summary View		FCUBSSCVService		QuerySCVCust­Summ
	Single Customer Detailed View		FCUBSSCVService		QuerySCVAccDe­tails
	Single Customer Transaction View		FCUBSSCVService		QuerySCVTxnDe­tails
	CASA Account Detailed View		FCUBSSCVService		QuerySCVCADe­tails
	Standing Instruction Contract Summary View		FCUBSSCVService		QuerySCVSISum
	Periodic Instruction Contract Summary View		FCUBSSCVService		QuerySCVPCSum
	Term Deposits Detailed View		FCUBSSCVService		QuerySCVTDDe­tails
	Retail Term Deposit Redemption		FCUBSTDService		QueryTDRedemp­tion
	Corporate Deposit Contract		FCUBSLDService		QueryLDContract
	Loan Account		FCUBSCLService		QueryClInfo
	Limit		LSFacilityService		FacilityExecuteQ­uery
	CASA Account Trans­action Detailed View		FCUBSSCVService		QuerySCVCATxn­Details
	Term Deposits Trans­actions Detailed View		FCUBSSCVService		QuerySCVTDTxn­Details
	Bills and Collection Contract		FCUBSBCService		QueryBCContract
	Letter of Credit and Guarantees Contract		FCUBSLCService		QueryLCContract

Note

You need to refer to the document on message documentation for relevant information on the pertinent operations.