Developing and Deploying Siebel Business Applications > Assigning Objects and Automating Business Processes > Process of Automating a Business Process >

Examining Business Requirements for Automating a Business Process


This task is a step in Process of Automating a Business Process.

In the NREC example, if an opportunity is assigned to an agent, then Siebel CRM must send an email notification to a partner real estate agent. To implement this functionality, NREC uses Siebel Worklfow, which is a customizable business application that allows you to manage and enforce business processes, such as meeting response time objectives, creating review policies, or monitoring service requests or opportunities over time. Siebel Worklfow can model the same business processes that an organization uses in their sales, marketing, and service departments. You can use Siebel Worklfow to automatically enforce business policies and procedures. In the NREC example, Siebel Worklfow uses the following objects:

  • Workflow process. An object type that defines the steps that are required to send the email.
  • Workflow policy. An object type that starts the workflow process if the trigger detects that an opportunity is assigned.

This topic describes an overview of how to create a workflow process. For more information, see Siebel Business Process Framework: Workflow Guide.

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