Contents

1. Preface

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Documentation Accessibility
  • 1.4 Organization
  • 1.5 Acronyms and Abbreviations
  • 1.6 Related Documents
  • 1.7 Glossary of Icons

    • 2. Oracle FLEXCUBE Siebel - CRM Integration

  • 2.1 Integration Pattern
  • 2.2 Message Exchange Pattern
  • 2.2.1 Exchanging Message
  • 2.2.2 SYNC - Oracle FLEXCUBE Provider
  • 2.2.3 FAF - Oracle FLEXCUBE Provider
  • 2.2.4 SYNC - CRM Provider
  • 2.2.5 FAF - CRM Provider
  • 2.3 Single Customer View
  • 2.3.1 Viewing Single Customer
  • 2.3.2 Query
  • 2.3.3 Oracle FLEXCUBE Gateway Service
  • 2.4 Create Lead
  • 2.4.1 Creating Lead for Prospective and Existing Customers
  • 2.4.2 Customer Search
  • 2.4.3 Query Offers
  • 2.4.4 Lead Creation
  • 2.5 Customer Party
  • 2.5.1 Creating Customer party
  • 2.5.2 Update Customer Party
  • 2.6 BPEL Process Changes
  • 2.6.1 Opening Savings Account Process
  • 2.6.2 Opening Current Account Process
  • 2.6.3 Creating Corporate Customer Process
  • 2.6.4 Opening Retail Term Deposit Process
  • 2.6.5 Siebel CRM Sub Process
  • 2.7 Customer Details Inquiries
  • 2.7.1 Inquiring Customer Details
  • 2.7.2 CASA Account inquiry
  • 2.7.3 CASA & Retail Deposit Transaction Inquiry
  • 2.7.4 Retail Term Deposit Account Inquiry
  • 2.7.5 Retail Term Deposit Redemption Inquiry
  • 2.7.6 Corporate Deposit Inquiry
  • 2.7.7 Standing Instruction Inquiry
  • 2.7.8 Periodic Instruction Inquiry
  • 2.7.9 Loan Account Inquiry
  • 2.7.10 Bills & Collections Inquiry
  • 2.7.11 Limit Inquiry
  • 2.7.12 Letter Of Credit Inquiry
  • 2.7.13 Guarantees Inquiry
  • 2.8 Customer Details Handoffs
  • 2.8.1 Handing Off Customer Details
  • 2.8.2 Customer Handoff
  • 2.8.3 Customer Amendment Handoff
  • 2.8.4 Customer Account Handoff
  • 2.8.5 Customer Account Amendment Handoff
  • 2.8.6 Term Deposit Handoff
  • 2.8.7 Term Deposit Amendment Handoff
  • 2.8.8 Corporate Deposit Account Handoff
  • 2.8.9 Loan Account Handoff
  • 2.8.10 Loan Account Amendment Handoff
  • 2.8.11 Loan Re-assignment Handoff
  • 2.8.12 Activity
  • 2.9 Customer Amendment Upload
  • 2.9.1 Uploading Customer Amendment
  • 2.9.2 Customer Party Service
  • 2.9.3 Gateway Service
  • 2.10 Account Address Amendment Upload
  • 2.10.1 Uploading Account Address Amendment
  • 2.10.2 Deposit Account Service
  • 2.10.3 Gateway Service
  • 2.11 Service Request
  • 2.11.1 Service Request and Activity
  • 2.11.2 Creating Service Requests

    • 3. Integration Patterns

  • 3.1 Siebel CRM

    • 4. Function ID Glossary