3. Integration Patterns

This chapter includes the following section:

• Section 3.1, "Siebel CRM"

3.1 Siebel CRM

Siebel CRM is an application through which information relating to a customer is captured. These could be from the creation of a customer profile to creating and operating various financial products available with your bank. These requests are captured in Siebel and sent to Oracle FLEXCUBE which is the backend processor for further processing.

There are two types of patterns available for exchanging message between Oracle FLEXCUBE and Siebel CRM. They are:

• SYNC - Synchronous – Request & Response
• FAF - Fire And Forget – Request Only

Request messages from Siebel to Oracle FLEXCUBE can be either in SYNC or in FAF pattern. Messages of both patterns are listed below:

• SYNC Pattern:
  • Creation of a customer
  • Modification of a customer
  • Creation of a customer account
  • Creation of a term deposit account
  • Rollover of term deposit
  • Account statement
  • Searching for a customer
  • Querying Offers
  • CASA Account details
  • Standing Instruction details
  • Periodic Instruction details
  • Retail Term Deposit account details
  • Retail Term Deposit Redemption details
  • Corporate Deposit details
  • Loan Account
  • Limit details
  • CASA and Term Deposit Account transaction details
  • Providing a single customer view (SCV)
  • Bills and Collection Contract details
  • Letter of Credit details
  • Guarantees details

• FAF Pattern:
  • Modification of a customer account address
  • Creation of a new account address

Handoff of product data from Oracle FLEXCUBE to Siebel can be either in SYNC or In FAF pattern and handoff of both patterns are listed below:

• SYNC Pattern:
  • Creation of Customer Party
  • Customer details
  • Request for Service creation
  • Request for Service modification
  • Service inquiry

• FAF Pattern:
  • Creation of Lead
  • Validation of KYC failures
  • CASA Account details
  • Term Deposit details
  • Loan Account details
  • Corporate Deposit Account details
  • Customer modifications
  • Loan Re-assignment
  • CASA Account modifications
  • Term Deposits modifications
  • Loan Account modifications
  • Account class details
  • Interest Rate code details
  • Consumer Lending product details

The Siebel is currently designed to handle the following operations. Siebel sends request messages corresponding to these Service and Operations:

Description	Service Name	Operation Name
Customer Creation	FCUBSCustomerService	CreateCust
Customer Modifica­tion	FCUBSCustomerService	ModifyCust
Savings Account Cre­ation	FCUBSCustomerAccountService	CreateCustAcc
Term Deposit Crea­tion	FCUBSTDService	CreateTDAcc
Term Deposit Rollo­ver	FCUBSTDService	ModifyTDRollover
Account Address Modification	FCUBSCustomerAccountAd­dressService	ModifyCustAccA­ddr
Account Statement Request	FCUBSCustomerAccountFinan­cialService	RequestAccStmt
Single Customer Summary View	FCUBSSCVService	QuerySCVCust­Summ
Single Customer Detailed View	FCUBSSCVService	QuerySCVAccDe­tails
Single Customer Transaction View	FCUBSSCVService	QuerySCVTxnDe­tails
CASA Account Detailed View	FCUBSSCVService	QuerySCVCADe­tails
Standing Instruction Contract Summary View	FCUBSSCVService	QuerySCVSISum
Periodic Instruction Contract Summary View	FCUBSSCVService	QuerySCVPCSum
Term Deposits Detailed View	FCUBSSCVService	QuerySCVTDDe­tails
Retail Term Deposit Redemption	FCUBSTDService	QueryTDRedemp­tion
Corporate Deposit Contract	FCUBSLDService	QueryLDContract
Loan Account	FCUBSCLService	QueryClInfo
Limit	LSFacilityService	FacilityExecuteQ­uery
CASA Account Trans­action Detailed View	FCUBSSCVService	QuerySCVCATxn­Details
Term Deposits Trans­actions Detailed View	FCUBSSCVService	QuerySCVTDTxn­Details
Bills and Collection Contract	FCUBSBCService	QueryBCContract
Letter of Credit and Guarantees Contract	FCUBSLCService	QueryLCContract

Note

You need to refer to the document on message documentation for relevant information on the pertinent operations.