Siebel Financial Services Connector for ACORD P&C and Surety Guide > Configuration Roadmap > Configuring the Workflow Process >
Configuring an Outbound Siebel Connector for ACORD XML
The following procedure shows how to construct a workflow to handle an outbound message. To create an outbound connector
- Start Siebel Financial Services.
- Navigate to the Administration - Business Process screen > Workflow Processes > Workflow Processes view.
- Create a new record in the Workflow Processes view.
The keyboard shortcut is CTRL+N.
- Give the workflow a name.
The name must be unique within the project. The other values are optional, so for this example, they remain blank.
In the example, the name is ACORD Add Auto Policy Outbound Workflow. The complete workflow is included in Sample Workflows.
- Click the Process Designer tab.
The Process Designer provides a blank working space onto which you will move the step symbols and connectors that create the workflow.
For complete details about using this working space, and information about workflows in general, see Siebel Business Process Framework: Workflow Guide.
- Move Start, Stop, and Business Service steps onto the work area, and name them appropriately.
- Use connector arrows to connect the Start and Business Service steps.
Continue until you have created a workflow with the required components. Figure 6 shows the structure of the finished workflow.
Figure 6. ACORD Add Auto Policy Outbound Workflow
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Adding Process Property Values
You need to create Process Property values for the workflow, to be used in later configurations. To create process properties
- Click the Process Properties tab.
- Enter the values shown in the following table.
Process Property Values for the Example Workflow
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ACORD Client Application Name |
String |
Siebel Financial Services |
ACORD Client Application Operation |
String |
Oracle |
ACORD Client Application Version |
String |
8.0 |
ACORD DOCTYPE |
String |
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ACORD DispMap Integration Object Name |
String |
ACORDDispMap |
ACORD Message Full Name |
String |
ACORD/InsuranceSvcRs/PersAutoPolicyAddRs |
ACORD Service Provider Name |
String |
Siebel Partner |
ACORD Signoff |
String |
FALSE |
Error Code |
String |
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Error Message |
String |
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Object Id |
String |
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PropSet Converter Out |
Hierarchy |
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PropSet DTE Out |
Hierarchy |
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PropSet TransMgr Out |
Hierarchy |
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SiebelFINSOperation Out |
String |
SARowIdQuery |
XML Document |
String |
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initsignon |
String |
initsignon |
sessionsignon |
String |
sessionsignon |
signoffRq |
String |
signoffRq |
Configuring the FINS ACORD XML Transaction Manager
Now that the workflow structure exists, you can configure the components. The first outbound component is the transaction manager. To configure the transaction manager
- Name the transaction manager appropriately (it must be unique within the workflow).
- Choose the type of business service from the multi-value group (MVG) window.
For this component, choose the FINS ACORD XML Transaction Manager.
- Choose the method.
The example uses the Execute Outbound method because the data is being sent out from the Siebel data source.
- Establish the input and output arguments.
As for all Siebel business services, create a new record (CTRL+N) for a new argument. Select from the available input arguments. Add all required arguments first, then go on to any optional arguments. See Siebel Connector for ACORD XML for input and output specifications.
The following are the input argument settings for the example transaction manager configuration.
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DispatcherMapName |
Process Property |
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ACORD DispMap Integration Object Name |
String |
IXMLMapPath |
Process Property |
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ACORD Message Full Name |
String |
PrimaryRowId |
Process Property |
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Object Id |
String |
SiebelFINSOperationOut |
Process Property |
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SiebelFINSOperationOut |
String |
The following are the output argument settings for the example transaction manager configuration.
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PropSet TransMgr Out |
Output Argument |
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XML Hierarchy |
Configuring the FINS ACORD XML Data Transformation Engine
The second component is the data transformation engine (DTE). To configure the DTE
- Name the DTE appropriately (it must be unique within the workflow).
- Choose the type of business service from the multi-value group (MVG) window.
For this component, choose the FINS ACORD XML DTE.
- Choose the method.
The example uses the Transform to External Hierarchy method because the data is moving from a Siebel internal system to an external system.
- Set the input and output arguments.
These arguments include the DTE map name, created during the configuration of the internal and external integration objects.
The following are the input argument settings for the example DTE configuration.
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XML Property Set |
Process Property |
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PropSet TransMgr Out |
Hierarchy |
The following are the output argument settings for the example DTE configuration.
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PropSet DTE Out |
Output Argument |
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XML Property Set |
Configuring the FINS ACORD XML Converter
The third component is the converter. To configure the converter
- Name the converter appropriately (it must be unique within the workflow).
- Choose the type of business service from the multi-value group (MVG) window.
For this component, choose the FINS ACORD XML Converter.
- Choose the method.
The example uses PropSetToXMLPropSet because the converter is converting a property set from the DTE into a standard XML property set.
- Set the input and output arguments.
The following are the input argument settings for the example converter configuration.
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Client Application Name |
Process Property |
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ACORD Client Application Name |
String |
Client Application Operation |
Process Property |
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ACORD Client Application Operation |
String |
Client Application Version |
Process Property |
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ACORD Client Application Version |
String |
Is Signoff |
Process Property |
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ACORD Signoff |
String |
Service Provider Name |
Process Property |
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ACORD Service Provider Name |
String |
XML Property Set |
Process Property |
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PropSet DTE Out |
Hierarchy |
initsignon |
Process Property |
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initsignon |
String |
sessionsignon |
Process Property |
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sessionsignon |
String |
signoffRq |
Process Property |
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signoffRq |
String |
The following are the output argument settings for the example converter configuration.
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PropSet Converter Out |
Output Argument |
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XML Property Set |
Configuring an XML Hierarchy Converter
The fourth component is a hierarchy converter. For information about Siebel hierarchy converters, see XML Reference: Siebel Enterprise Application Integration. To configure an XML hierarchy converter
- Name the hierarchy converter appropriately (it must be unique within the workflow).
- Choose the type of business service from the multi-value group (MVG) window.
For this component, choose the XML Hierarchy Converter.
- Choose the method.
This example uses the XML Hierarchy to XML Document method because, for an outgoing message, the final conversion is from an XML hierarchy to an XML document that can be accepted by any XML-compliant converter at the external location.
- Set the input and output arguments, XML Hierarchy name, and XML document name.
The following are the input argument settings for the example hierarchy converter configuration.
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XML Header Text |
Process Property |
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ACORD DOCTYPE |
String |
XML Hierarchy |
Process Property |
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PropSet Converter Out |
Hierarchy |
The following are the output argument settings for the example hierarchy converter configuration.
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XML Document |
Output Argument |
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XML Document |
Configuring a Transport Mechanism (Optional)
The fifth component is a transport mechanism. Although not shown on the diagram, this example uses the MQSeries transport. For information about transport mechanisms supported by Oracle, see Transports and Interfaces: Siebel Enterprise Application Integration. To configure an MQSeries transport
- Name the transport component appropriately (it must be unique within the workflow).
- Choose the type of business service from the multi-value group (MVG) window.
For this component, choose the EAI MQSeries Server Transport.
- Choose the method.
This example uses the Send method.
- Set the input and output arguments, including the Physical Queue Name, the Queue Manager Name, and the Message Text.
The following are the input argument settings for the example MQSeries transport configuration.
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Message Text |
Process Property |
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XML Document |
String |
Physical Queue Name |
Literal |
TO_ACORD_QUEUE |
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Queue Manager Name |
Literal |
SHAN |
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This step completes the outbound workflow. The outbound ACORD XML connector can be used as the basis for any workflow that is used to send an outbound request message.
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