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Disclosure Manager

The Disclosure Manager business service is used to present literature specific to financial products, and to log the presentation of disclosure statements. Disclosure processing is implemented by invoking the FINS Disclosure workflow from Siebel Script or Siebel Workflow. Disclosure documents are associated with specific products by the administrator.

FINS Disclosure UI Service Methods

The FINS Disclosure UI Service business service provides the following two methods:

  • SetupDisclosure. This method is used to save the current active view information for navigating back after displaying the disclosure(s).
  • GotoView. This method is used to navigate to a view whose context was saved during the SetupDisclosure method call. This method does not take any parameters.

SetupDisclosure Input User Properties

Table 9 lists the input user properties for the SetupDisclosure method.

Table 9. SetupDisclosure Input User Properties
Parameter Name
Description
Predefault Value

ContactId

This is the Contact row ID.

N

DisclosureName

This is the disclosure name.

N

ProductId

This is the Product row ID.

N

ShowAlways

This is a Boolean flag. If the value is set to true then disclosures must be displayed.

 

SetupDisclosure Output User Properties

Table 10 lists the output user properties for the SetupDisclosure method.

Table 10. SetupDisclosure Output User Properties
Parameter Name
Description
Predefault Value

DisclosureId

This is the Disclosure row ID.

N

bDone

This is a Boolean flag. If the value is set to true, then it implies that the current active version of the disclosure has not been displayed. The value will be N if ShowAlways is set in the input property set.

N
      
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