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11Intelligent Advisor Workflows

Intelligent Advisor Workflows for Siebel Finance

This chapter includes information about the Intelligent Advisor workflows for Siebel Finance.

Note: If you cannot see all of the detail in some of the larger workflow diagrams in this appendix, then you can view these workflows in Siebel Tools to see a clearer image.

Intelligent Advisor Integration Workflows for Interview Sessions

The following Intelligent Advisor workflows control processing for interview sessions on a Web site:

  • OPA Interview Service Main Workflow. This workflow manages an interview session when customers apply for benefits and screen for services. It drives an interview session by calling other workflows.

  • OPA Get PreSeed Data Workflow. This workflow gets the pre-seed data for an interview session.

  • OPA Interview Service Sub Workflow. This workflow manages the communication between an interview session for a customer and Intelligent Advisor by sending requests to and receiving and processing responses from Intelligent Advisor. Intelligent Advisor responses are converted to the Siebel data structure and appear in the user interface for the interface session. The OPA Interview Service Main Workflow calls this workflow as a subprocess.

  • OPA Process Submit Data Workflow. This workflow converts the integration object for submitting data in Intelligent Advisor format to an integration object in Siebel format. The OPA Interview Service Main Workflow calls this workflow as a subprocess.

  • OPA End Interview Workflow. This workflow ends an interview session. The OPA Interview Service Main Workflow calls this workflow as a subprocess when the user closes an interview session.

  • OPA Get Meta Data Service for PUB Sample Intake Contact Workflow. This workfow prepares a response to a Simple Object Access Protocol (SOAP) GetMetadata request from the Intelligent Advisor Hub, and sends the PUB Sample Intake Contact integration object to Intelligent Advisor.

  • OPA Metadata Service - CheckAlive Workflow. This workflow sends a response to SOAP CheckAlive request from the Intelligent Advisor Hub to Intelligent Advisor.

For more information about each of these workflows and about integrating Intelligent Advisor for Siebel Business applications, see Siebel Self Service Administration Guide.

Intelligent Advisor Integration Workflows for Siebel Finance

The following group of Intelligent Advisor workflows control processing for Siebel Finance-related interview sessions, which can be conducted from your Siebel Mobile or Siebel desktop application. It includes the following workflows:

FINS Needs Analysis Account Main Workflow

This workflow manages an interview session from Intelligent Advisor for a particular type of needs analysis for an account. This workflow:

  • Is called from the following business component: FINS Needs Analysis Account.

  • Contains the following business component user properties:

    • Name: BCPreseedField1

      Value: Rulebase:FINS Needs Analysis.Rule Base

    • Name: BCPreseedField2

      Value: SeedAccountId:FINS Account - Mobile.Id

    • Name: WFInputArgs1

      Value: Business Service:OPA Interview Framework Service

    • Name: WFInputArgs2

      Value: Method:InvokeWorkflow

    • Name: WFInputArgs3

      Value: GotoViewName:FINS Account Recommendation View - Mobile

    • Name: WFInputArgs4

      Value: WorkflowName:FINS Needs Analysis Account Main Workflow

    • Name: WFInputArgs5

      Value:MappingName:FINSCheckingAccountMappings

  • Uses the following business component class: CSSBCFINSIntw.

    Note that this is a specialized class for business components, which supports the following business component user properties:

    • BCPreseedField<x> where x is any positive number, and prepares the property set in format [Rulebase]=<Value of BC field FINS Needs Analysis.Rule Base>.

    • WFInputArgs<x> where x is any positive number, and prepares the property set in format [Business Service] = "OPA Interview Framework Service".

  • Uses the following Apply Button method: StartFINSInterview.

The FINS Needs Analysis Account Main Workflow is the driver workflow to start a needs analysis for an account. The following image shows this workflow.

A customer calls the FINS Needs Analysis Account Main Workflow by selecting an option (a type of needs analysis) in the Needs Analysis applet on the Account 360 View of the Siebel Mobile application for Siebel Finance.


FINS Needs Analysis Account Main Workflow: This image is described in the surrounding text.

Workflow Description

This workflow performs the following actions:

  1. Is Resume. This step determines whether the action for the interview request applies to resuming an existing interview.

  2. OPA Get Preseed Data Workflow. This step calls the OPA Get PreSeed Data Workflow.

  3. OPA Interview Sub WorkFlow. This step calls the OPA Interview Service Sub Workflow.

  4. Get Snapshot data. This step calls the Upsert Record method from the PUB OPA Utilities Service business service. This method reads the saved interview session with base64 data.

  5. User Interact Step. This step evaluates the user action to render the interview session. The following events are configured in this step:

    • FrameEventMethodWFSave

    • FrameEventMethodWFNavigate

    • FrameEventMethodWFSubmit

    • FrameEventMethodWFMyApplications

    • FrameEventMethodWFClose

  6. Has Any Error. This step determines whether the Intelligent Advisor response contains an error.

  7. Is Session Active. This step determines whether an active interview session exists.

  8. Is Submit Action. This step determines whether the user taps the Submit button in the interview session.

  9. Is Snapshot. This step determines whether the user taps the Save button in the interview session.

  10. Is Last Screen? This step determines whether the screen that appears is the last screen of the interview session.

  11. Is Application Present. This step determines whether an application record already exists for the interview session.

  12. Upsert Application. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and output fields. This method returns the Id and application number.

  13. Handle Exception. This step calls the Error Handling method from the OPA Interview Framework Service business service if errors or Simple Object Access Protocol (SOAP) fault exceptions occur during the Intelligent Advisor outbound proxy call. The input arguments to this method are the fault code and fault string.

  14. Save Snapshot Data. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and method. This method creates the interview session record with base64 data.

  15. Convert OPA Submit Data IO to Siebel IO. This step calls the OPA Process Submit Data Workflow.

  16. Create Application. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and output fields. This method creates the application record with a Save status, and returns the Id and application number.

  17. Is Submit Screen Last Screen. This step determines whether the screen that appears is the last screen of the interview session.

  18. OPA End Interview Workflow. This step calls the OPA End Interview Workflow.

  19. Has Any Error. This step determines whether the Intelligent Advisor response contains an error.

  20. Show Error. This step calls the ShowErrors method from the OPA Interview Framework Service business service to show the errors that occurred when sending the request to Intelligent Advisor.

  21. Clear Flags. This step calls the Clearflags method from the Intelligent Advisor Interview.

  22. Go To Summary View. This step calls the GotoView method from the FINS Teller UI Navigation business service to navigate to the home page or the My Applications applet, depending on the user action.

FINS Needs Analysis Contact Main Workflow

This workflow manages an interview session from Intelligent Advisor for a particular type of needs analysis for a contact. This workflow:

  • Is called from the following business component: FINS Needs Analysis Contact.

  • Contains the following business component user properties:

    • Name: BCPreseedField1

      Value: Rulebase:FINS Needs Analysis.Rule Base

    • Name: BCPreseedField2

      Value: SeedContactId:FINS Contact - Mobile.Id

    • Name: WFInputArgs1

      Value: Business Service:OPA Interview Framework Service

    • Name: WFInputArgs2

      Value: Method:InvokeWorkflow

    • Name: WFInputArgs3

      Value: GotoViewName:FINS Contact Recommendation View - Mobile

    • Name: WFInputArgs4

      Value: WorkflowName:FINS Needs Analysis Contact Main Workflow

    • Name: WFInputArgs5

      Value:MappingName:FINSCheckingContactMappings

  • Uses the following business component class: CSSBCFINSIntw.

    This is a specialized class for business components, which supports the following business component user properties:

    • BCPreseedField<x> where x is any positive number, and prepares the property set in format [Rulebase]=<Value of BC field FINS Needs Analysis.Rule Base>.

    • WFInputArgs<x> where x is any positive number, and prepares the property set in format [Business Service] = "OPA Interview Framework Service".

  • Uses the following Apply Button method: StartFINSInterview.

The FINS Needs Analysis Contact Main Workflow is the driver workflow to start a needs analysis for a contact. The following image shows this workflow.

A customer calls the FINS Needs Analysis Contact Main Workflow by selecting an option (a type of needs analysis) in the Needs Analysis applet on the Contact 360 View of the Siebel Mobile application for Siebel Finance.


FINS Needs Analysis Main Workflow: This image is described in the surrounding text.

Workflow Description

This workflow performs the following actions:

  1. Is Resume. This step determines whether the action for the interview request applies to resuming an existing interview.

  2. OPA Get Preseed Data Workflow. This step calls the OPA Get PreSeed Data Workflow.

  3. OPA Interview Sub WorkFlow. This step calls the OPA Interview Service Sub Workflow.

  4. Get Snapshot data. This step calls the Upsert Record method from the PUB OPA Utilities Service business service.This method reads the saved interview session with base64 data.

  5. User Interact Step. This step evaluates the user action to render the interview session. The following events are configured in this step:

    • FrameEventMethodWFSave

    • FrameEventMethodWFNavigate

    • FrameEventMethodWFSubmit

    • FrameEventMethodWFMyApplications

    • FrameEventMethodWFClose

  6. Has Any Error. This step determines whether the Intelligent Advisor response contains an error.

  7. Is Session Active. This step determines whether an active interview session exists.

  8. Is Submit Action. This step determines whether the user taps the Submit button in the interview session.

  9. Is Snapshot. This step determines whether the user taps the Save button in the interview session.

  10. Is Last Screen? This step determines whether the screen that appears is the last screen of the interview session.

  11. Is Application Present. This step determines whether an application record already exists for the interview session.

  12. Upsert Application. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and output fields. This method returns the Id and application number.

  13. Handle Exception. This step calls the Error Handling method from the OPA Interview Framework Service business service if errors or Simple Object Access Protocol (SOAP) fault exceptions occur during the Intelligent Advisor outbound proxy call. The input arguments to this method are the fault code and fault string.

  14. Save Snapshot Data. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and method. This method creates the interview session record with base64 data.

  15. Convert OPA Submit Data IO to Siebel IO. This step calls the OPA Process Submit Data Workflow.

  16. Create Application. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and output fields. This method creates the application record with a Save status, and returns the Id and application number.

  17. Is Submit Screen Last Screen. This step determines whether the screen that appears is the last screen of the interview session.

  18. OPA End Interview Workflow. This step calls the OPA End Interview Workflow.

  19. Has Any Error. This step determines whether the Intelligent Advisor response contains an error.

  20. Show Error. This step calls the ShowErrors method from the OPA Interview Framework Service business service to show the errors that occurred when sending the request to Intelligent Advisor.

  21. Clear Flags. This step calls the Clearflags method from the Intelligent Advisor Interview.

  22. Go To Summary View. This step calls the GotoView method from the FINS Teller UI Navigation business service to navigate to the home page or the My Applications applet, depending on the user action.

FINS Application Capture Main Workflow

This workflow manages an interview session from Intelligent Advisor to apply for a product. This workflow:

  • Is called from the following business component: FINS Product.

  • Contains the following business component user property:

    Name: Named Method

    Value: "StartApplCapture", "INVOKESVC", "FINS Product", "OPA Interview Framework Service", "InvokeWorkflow", "SeedAccountId", "[Acc Id]", "SeedLeadId", "[Lead Id]", "SeedProductId", "[Id]", "'MappingName'", "'FINSApplicationCaptureMappings'", "'Rulebase'", "'ApplicationCapture'", "'GotoViewName'", "'FINS Account Application View - Mobile'", "SeedProductName", "[Name]"

  • Uses the following Apply Button method: StartApplCapture.

The FINS Application Capture Main Workflow drives the interview session to apply for a product by calling other workflows. The following image shows this workflow.

A customer calls the FINS Application Capture Main Workflow by selecting a product and then tapping Apply in the Recommendations view of the Siebel Mobile application for Siebel Finance.


FINS Application Capture Main Workflow: This image is described in the surrounding text.

Workflow Description

This workflow performs the following actions:

  1. Is Resume. This step determines whether the action for the interview request applies to resuming an existing interview.

  2. Upsert Oppty. Create an opportunity (application) for the given account.

  3. Upsert Opty Product. For the opportunity created in Step FINS Application Capture Main Workflow, add the product for which the application capture process is taking place.

  4. OPA Get Preseed Data Workflow. This step calls the OPA Get PreSeed Data Workflow.

  5. OPA Interview Sub WorkFlow. This step calls the OPA Interview Service Sub Workflow.

  6. Get Snapshot data. This step calls the Upsert Record method from the PUB OPA Utilities Service business service.This method reads the saved interview session with base64 data.

  7. User Interact Step. This step evaluates the user action to render the interview session. The following events are configured in this step:

    • FrameEventMethodWFSave

    • FrameEventMethodWFNavigate

    • FrameEventMethodWFSubmit

    • FrameEventMethodWFMyApplications

    • FrameEventMethodWFClose

  8. Has Any Error. This step determines whether the Intelligent Advisor response contains an error.

  9. Is Session Active. This step determines whether an active interview session exists.

  10. Is Submit Action. This step determines whether the user taps the Submit button in the interview session.

  11. Is Snapshot. This step determines whether the user taps the Save button in the interview session.

  12. Is Last Screen? This step determines whether the screen that appears is the last screen of the interview session.

  13. Is Application Present. This step determines whether an application record already exists for the interview session.

  14. Upsert Application. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and output fields. This method creates the application record with a Save status, and returns the Id and application number.

  15. Handle Exception. This step calls the Error Handling method from the OPA Interview Framework Service business service if errors or Simple Object Access Protocol (SOAP) fault exceptions occur during the Intelligent Advisor outbound proxy call. The input arguments to this method are the fault code and fault string.

  16. Save Snapshot Data. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and method. This method creates the interview session record with base64 data.

  17. Update Application Status. This changes the application status to Saved.

  18. Convert OPA Submit Data IO to Siebel IO. This step calls the OPA Process Submit Data Workflow.

  19. Transform Data. This uses the EAI Data Transformation Engine business service to transform Intelligent Advisor data to Siebel data using the following EAI data map: FINS Application Capture.

  20. Create Application. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are the business component, business object, search spec, input fields, and output fields. This method creates the application record with a Save status, and returns the Id and application number.

  21. Is Submit Screen Last Screen. This step determines whether the screen that appears is the last screen of the interview session.

  22. OPA End Interview Workflow. This step calls the OPA End Interview Workflow.

  23. Has Any Error. This step determines whether the Intelligent Advisor response contains an error.

  24. Show Error. This step calls the ShowErrors method from the OPA Interview Framework Service business service to show the errors that occurred when sending the request to Intelligent Advisor.

  25. Clear Flags. This step calls the Clearflags method from the Intelligent Advisor Interview.

  26. Go To Summary View. This step calls the GotoView method from the FINS Teller UI Navigation business service to navigate to the home page or the My Applications applet, depending on the user action.

  27. Query Oppty. In the case of resuming an interview session, it queries the existing opportunity.