1. Preface
1.1 Introduction
This manual outlines the requirements to support the integration of the Siebel FINS CRM product with Oracle FLEXCUBE.
This manual explains the various maintenances required for the exchange of data between Oracle FLEXCUBE and a Siebel-CRM system. Besides this User Manual, while maintaining the interface related details, you can invoke the context sensitive help available for each field. This help encapsulates the purpose of each field within a screen. Placing the cursor on the relevant field and striking the <F1> key on the keyboard can obtain information specific to a particular field.
1.2 Audience
This manual is intended for the following User/User Roles:
Role |
Function |
Operation Manager |
Manages day to day retail operations, approving opening/ closure/re-opening/blocking of accounts, ensures adherence to central bank, and regulatory reporting |
Credit Operations Manager |
Manages the line and limits of a retail account/ facility, approving temporary overdraft, increasing the lines, taking decisions on overdue loans/ recovery in consultation with the supervisor |
Operations Executive |
Handles day to day operations, creation of customers, accounts, sending messages to customers, storage of documents which are part of office copies |
Credit Operations Executive |
Creates of lines/limits/margin money accounts, updates account level information, handles exception resolution by escalating to the manager, monitors limits and lines set up for an account and submits overdue/ risk report to the manager |
Customer Service Manager |
Ensures the customer transactions fulfilment and customer service quality, handles escalation, and maintains high level liaison with customers |
Customer Service Executive |
Responsible for customer-facing and customer-servicing activities such as reception, communication, query and complaint handling, direct and indirect sales and interfacing between the customer and the rest of the organisation |
Relationship Manager |
Handles initial customer contacts, ensures that the appropriate suite of products and solutions are offered to the customer, develops the agent's long-term strategic partnerships with customers, develops an understanding of customer's day-to-day administrative and business activities and communicates the same to front office and back office team |
1.3 Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
1.4 Organization
This manual is organized as follows:
Chapter |
Description |
Chapter 1 |
About this Manual gives information on the intended audience. It also lists the various chapters covered in this User Manual. |
Chapter 2 |
Oracle FLEXCUBE Siebel - CRM Integration explains the process of integration of Siebel CRM which is used to capture customer information. |
Chapter 3 |
Oracle FLEXCUBE Siebel - CRM Integration lists all the request messages that are generated from Siebel to Oracle FLEXCUBE. |
Chapter 4 |
Function ID Glossary has alphabetical listing of Function/Screen ID's used in the module with page references for quick navigation. |
1.5 Acronyms and Abbreviations
The abbreviations used in this manual and the corresponding descriptions are given below:
Description |
|
AIA |
Application Integration Architecture |
BIB |
Bank In Box |
BPEL |
Business Process Execution Language |
CRM |
Customer Relationship Management |
EBM |
Enterprise Business Message |
EBO |
Enterprise Business Object |
EBS |
Enterprise Business Service |
EJB |
Enterprise Java Beans |
ELCM |
Enterprise Limit and Collateral Management |
EOL |
Enterprise Object Library |
FAF |
Fire And Forget – Request Only |
FCUBS |
FLEXCUBE Universal Banking Solutions |
JMS |
Java Messaging Service |
KYC |
Know Your Customer |
MDB |
Message Driven Bean |
ODI |
Oracle Direct Integration |
SYNC |
Synchronous – Request & Response |
UI |
User Interface |
WSDL |
Web Service Definition Language |
XSD |
XML Schema Definition |
1.6 Related Documents
- Procedures User Manual
1.7 Glossary of Icons
This User Manual may refer to all or some of the following icons.
Icons |
Function |
|
Exit |
|
Add row |
|
Delete row |
|
Option List |
