Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

This chapter introduces Siebel CRM Integration to Oracle FLEXCUBE Universal Banking. It includes the following topics:

Overview of Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking integrates the following applications:

Siebel CRM version 8.2
Oracle FLEXCUBE Universal Banking Release 11.0.6 with patch P01

Note: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking.

In the Integration, data is transferred between the applications using a point-to-point architecture model; that is, data flows directly between the participating applications without the use of middleware. Data is synchronized between the applications using Oracle Data Integrator, for initial batch uploading of data, and Web service calls, for the online synchronization of data.

Batch Data Synchronization

Oracle Data Integrator is used to perform the initial batch synchronization of data between Oracle FLEXCUBE Universal Banking and Siebel CRM, and to perform subsequent periodic batch updates to this data. The entities that are synchronized using Oracle Data Integrator are shown in the following image. During the data synchronization process, all data flows from Oracle FLEXCUBE Universal Banking to Siebel CRM.

Online Data Synchronization

Web services perform the online synchronization of data in the Integration. The Web services use integration objects, which incorporate Enterprise Object Library artifacts included in the Oracle Application Integration Architecture (AIA) framework, to synchronize data directly between the participating applications. The following image shows the entities that are synchronized using Web services and the flow of data between the participating applications.

Business Process Integration Points

A business process integration point refers to a business task, such as creating a customer, the details of which are accessible to, and can optionally be modified by both applications in the Integration.

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking supports the business process integration points described in the following table. For each integration point, the source and target applications are indicated. The participating application that issues a Web service call to create or update a data entity, or that issues a data query, is termed the source application. The application in which the data entity is updated or created, or the application that provides the data requested in a query, is the target application.

Table Business Process Integration Points

Integration Point	Source Application	Target Application
Customer modification (amendment) information	Bidirectional	Bidirectional
Inquiry from Siebel CRM to Oracle FLEXCUBE Universal Banking: Checking account, saving account (CASA) inquiry Standing instruction inquiry Retail term deposit account inquiry Retail term deposit redemption inquiry Corporate deposit inquiry Loan account inquiry Limit inquiry CASA transaction inquiry Bills and collections inquiry Letter of credit inquiry Guarantees inquiry Single customer view to view customer data that is not stored in Siebel CRM	Siebel CRM	Oracle FLEXCUBE Universal Banking
Lead creation	Oracle FLEXCUBE Universal Banking	Siebel CRM
New customer data, including Know Your Customer (KYC) validation	Oracle FLEXCUBE Universal Banking	Siebel CRM
Customer CASA information and customer CASA amendment information	Oracle FLEXCUBE Universal Banking	Siebel CRM
Term deposit account and term deposit account amendment information Corporate deposit account information	Oracle FLEXCUBE Universal Banking	Siebel CRM
Loan account information, loan account reassignment information, and loan account amendment information	Oracle FLEXCUBE Universal Banking	Siebel CRM
Activity creation	Oracle FLEXCUBE Universal Banking	Siebel CRM
Service request inquiry and amendment information and new service request information	Oracle FLEXCUBE Universal Banking	Siebel CRM
Customer or prospect search	Oracle FLEXCUBE Universal Banking	Siebel CRM
Offers inquiry for existing customers	Oracle FLEXCUBE Universal Banking	Siebel CRM

Solution Assumptions and Constraints

The following are the Integration solution assumptions and constraints:

The files provided by the Integration to allow the batch synchronization of data support Oracle Database only.
For customer address data the following applies:
- Only the primary customer address is synchronized between Oracle FLEXCUBE Universal Banking and Siebel CRM.
- Nonprimary addresses in Siebel CRM are not deleted or updated.
If the lengths defined for corresponding columns in Siebel CRM and Oracle FLEXCUBE Universal Banking differ, then the data in the longer column is truncated during the synchronization process if the target column is smaller than the source column.
Siebel CRM is the master application for the following data:
- Customer
- Service request
- Activity
- Offers
- Leads
- Customer relationships
Oracle FLEXCUBE Universal Banking is the master application for the following data:
- Products and prices
- Branch
- Financial account
- Limit
- Mandate
- Standing instructions
- Contracts
- Transactions
A limited set of Oracle FLEXCUBE Universal Banking bank branch information is stored in Siebel CRM as an internal division.

Software Requirements

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking requires the following software:

Siebel CRM version 8.2
Oracle FLEXCUBE Universal Banking Release 11.0.6 with patch P01
Oracle Data Integrator Release 11.1.1.3.0

For information on obtaining and installing Siebel CRM and Oracle FLEXCUBE Universal Banking, see the product documentation.

2Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking