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PUB Application Upload Workflow

This workflow creates and updates Siebel objects for the information in an application that users submit on a self-service Web site. Figure 5 shows this workflow.

A user initiates this workflow by clicking the Upload button in the Contacts Matching view of the Applications screen.

Figure 5. PUB Application Upload Workflow

Workflow Description. This workflow performs the following actions:

1. Create Case And Associate Contact To Case. This step creates a case for the application and associates the contacts in the application with that case. If the primary contact for the application is not associated with a master case, then this step creates a master case for that contact.

   The Data XML input argument for this step contains details about the application contacts and associated addresses, expenses, income, financial assets, and relationships. Other input arguments for this step include Application Id, Case Category, Primary Contact Id, and Case Name. Case Id is the output argument for this step.

2. Update Benefit Plan Case Id. This step reads the benefit plan data for the application and updates the Case Id for the benefit plans, the Recipient Contact Id for the benefits, and the Payment Recipient Id for the payments.

   Input arguments for this step include Application Id, Primary Contact Id, Data XML, and Case Id.

3. Create IO From Data XML. This step converts the Data XML input argument into an integration object.

   The IntObjectName input argument for this step indicates the integration object name from Data XML. Other input arguments for this step include Application Id, Data XML, and Case Id. Siebel Message is the output argument for this step.

4. Sync To DB. This step populates the data fields in Siebel Public Sector with the data from the application. These data fields relate to the case and associated benefit plans and the contacts and associated addresses, expenses, income, financial assets, and relationships. This step calls the Siebel Adapter Upsert method.

   Input arguments for this step include Application Id, Case Id, and Siebel Message.

5. Update Application Status. This step updates the status of the application from Submitted to Processed.

   Input arguments for the step include Application Id and Terminal Application Status. Is Upload Process Success is the output argument for this step.

6. Go To Application Case View. This step navigates to the Plans view in the Case List view of the Cases screen.