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22Workflow Reference for Oracle FLEXCUBE Universal Banking in Siebel Finance

Workflow Reference for Oracle FLEXCUBE Universal Banking in Siebel Finance

This appendix covers the following topic:

Oracle FLEXCUBE Universal Banking Workflow Reference

Some Oracle FLEXCUBE Universal Banking features in Siebel Finance are based on workflows. You can modify the workflows to suit your business model, using the Siebel Business Process Designer. For more information on customizing workflows, see Siebel Business Process Framework: Workflow Guide.

For more information about the integration of Siebel Finance with Oracle FLEXCUBE Universal Banking, see Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide.

Siebel Finance uses the following workflows for Oracle FLEXCUBE Universal Banking:

FINS BIB Service Request Info Upsert SYNC Workflow

FINS BIB Service Request Info Upsert SYNC Workflow, shown in the following figure, creates a service request in Oracle FLEXCUBE Universal Banking and sends the data to Siebel Finance. Siebel Finance then creates a service request against a contact or an account and then sends the service request ID to Oracle FLEXCUBE Universal Banking for cross maintenance.

The FINS BIB Service Request Info Upsert SYNC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XML Doc to XML Hierarchy. This step converts the XML message into XML hierarchy. This step calls the IntObjHierToXMLHier method.

  2. GetMessageId. This step extracts the SenderMessageId sent by Oracle FLEXCUBE Universal Banking in the payload using FINS Industry XML Query Service's Execute method.

  3. XMLHier to XMLDoc. This step converts the XML hierarchy to an XML document using the IntObjHierToXMLDoc method from the EAI XML Converter service.

  4. XSLT EIO to IIO. This step transforms the message in the EBM message structure to Siebel IO using the EAI XSLT Service.

  5. XMLDocToHier. This step converts the XML doc to Siebel Hierarchy using the XMLDocToIntObjHier method from the EAI XML Convertor service.

  6. Siebel EAI Adapter (Insert). This step inserts the record into the Siebel Finance database using EAI Siebel Adapter service's Insert method.

  7. Query SR. Using EAI Siebel Adapter's Query method, this step queries for the service request record that was created in Step 6.

  8. Query Output to XML Hierarchy. This step converts SiebelMessage into XML Hierarchy using the IntObjHierToXMLHier method of the EAI XML Convertor service.

  9. Get SR Number. This step uses the FINS Industry XML Query Service's Execute method to retrieve the Commit Time, SR Number and Opened Date from the XML Hierarchy in Step 8.

  10. XSLT IIO to EIO. Using EAI XSLT service's Transform method, this step converts the SiebelMessage into XML Hierarchy that is in an EBM message format.

  11. Hierarchy to XML Doc. This step converts the XML Hierarchy in Step 10 to XML doc.

  12. Error Handling XSLT Transform. Any error in any of the steps is captured and converted into an EBM message format using EAI XSLT Service's Transform method.

FINS BIB Service Request Query SYNC Workflow

FINS BIB Service Request Query SYNC Workflow, shown in the following figure, retrieves service request information from Siebel Finance.

The FINS BIB Service Request Inquiry Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XML Doc to XML Hierarchy. This step calls the IntObjHierToXMLHier method to convert the XML message into XML hierarchy.

  2. GetMessageId. This step extracts the SenderMessageId sent by Oracle FLEXCUBE Universal Banking in the payload using the FINS Industry XML Query Service's Execute method.

  3. XMLHier to XMLDoc. This step converts the XML hierarchy to an XML doc using the IntObjHierToXMLDoc method of the EAI XML Converter service.

  4. XSLT EIO to IIO. This step transforms the message this is in EBM message structure to Siebel IO using the EAI XSLT service.

  5. To SiebelMsg. This step converts the XML doc to Siebel Hierarchy using the XMLDocToIntObjHier method of the EAI XML Convertor service.

  6. To XML Hierarchy. This step converts the SiebelMessage into an XMLHierarchy using the IntObjHierToXMLHier method of the EAI XML Convertor service.

  7. Get Values. This step uses the FINS Industry XML Query Service's Execute method to retrieve the Account ID or Contact ID and SR Number from the XML Hierarchy in Step 6.

  8. Decide Search Spec. At this step, a search specification is built based on one of the following:

    • SR number

    • SR Number or Account ID

    • SR Number or Contact ID

    • Contact Id or Account ID

  9. Siebel EAI Adapter. This step invokes the Query method of the EAI Siebel Adapter Service based on the search specification prepared in Step 8.

  10. Response XMLHier to XMLDoc. This set converts the XML hierarchy to an XML doc using the IntObjHierToXMLDoc method of EAI XML Converter service.

  11. XSLT IIO to EIO. Using EAI XSLT service's Transform method, this step converts the Siebel message into an XML Hierarchy that is in an EBM message format.

  12. Hierarchy to XML Doc. This step converts the XML Hierarchy in Step 11 to an XML doc that is in a QueryServiceRequestListResponseEBM format.

  13. Error Handling XSLT Transform. If there are any errors in this workflow, this step captures and converts the errors into an EBM message format using the EAI XSLT Service's Transform method.

FINS BIB Activity Upsert Workflow

FINS BIB Activity Upsert Workflow, shown in the following figure, creates an activity in Siebel Finance when one of the following non financial transactions occurs in Oracle FLEXCUBE Universal Banking:

  • Requesting for a stop payment in a current account

  • Creating of a standing instruction for a customer

  • Issuing a checkbook to a current account

The FINS BIB Activity Upsert Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. Call Async Server Request. The Create Activity to Siebel Finance is an asynchronous operation. The FINS BIB Activity Upsert Workflow invokes the FINS BIB Activity Insert Workflow at Call Async Server Request workflow step.

FINS BIB Activity Insert Workflow

FINS BIB Activity Insert Workflow, shown in the following figure, is a subworkflow that is invoked by the FINS BIB Activity Upsert Workflow.

The FINS BIB Activity Insert Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XSLT Transformation. This step transforms the CreateCustomerInteractionEBM message structure to a FINS BIB Action IO using the EAI XSLT service.

  2. XMLDoc To IIO. This step converts the SiebelMessage into XMLHierarchy using the IntObjHierToXMLHier method of the EAI XML Convertor service.

  3. Siebel EAI Adapter (Upsert). Using the Upsert method of EAI Siebel Adapter, this step upserts the activity detail into the Siebel Finance database.

FINCORP BIB Deposit Account Info Upsert SYNC Workflow

FINCORP BIB Deposit Account Info Upsert SYNC Workflow, as shown in the following figure, retrieves more information requested by the Siebel user clicking the More Info view.

The FINCORP BIB Deposit Account Info Upsert SYNC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. Query Account. Using the EAI Siebel Adapter services's Query method, this step queries the Siebel Finance database for the Financial Account.

  2. To XML Hierarchy. This step converts the XML message into XML hierarchy. This step calls the IntObjHierToXMLHier method.

  3. GetAccountType. This step uses the FINS Industry XML Query Service's Execute method to retrieve the Account Type from the XML Hierarchy in Step 2.

  4. Account IIO to XML Doc. This step converts the XML hierarchy to XML doc using the IntObjHierToXMLDoc method of the EAI XML Converter service.

  5. XSLT Service - IIO to EIO. This step transforms the FINCORP BIB Account IO message structure to a QueryDepositAccountEBM message using the EAI XSLT Service.

  6. Proxy Business Service. This step calls Oracle FLEXCUBE Universal Banking using the QueryDepositAccountReqMsg Web service to retrieve the details of the Account.

  7. XSLT Service - EIO to IIO. This step transforms the QueryDepositAccountEBM message structure to Siebel FINCORP BIB Account IO using the EAI XSLT Service.

  8. XMLDocTOIIO. This step converts the SiebelMessage from Step 7 into XMLHierarchy using the IntObjHierToXMLHier method of EAI XML Convertor service.

  9. Account - Synchronize. This step syncs the data in the Siebel Finance database with data retrieved from Oracle FLEXCUBE Universal Banking using the EAI Siebel Adapter service's Synchronize method.

  10. Account Type. Based on the Account Type, the data is displayed in the respective VBC based applets.

FINCORP BIB Deposit Account Update FAF Workflow

FINCORP BIB Deposit Account Update FAF Workflow, shown in the following figure, invokes the FINCORP BIB Deposit Account Update FAF Workflow to update an existing Deposit Account. This Workflow then invokes the FINS BIB Deposit Account Update Workflow that has the extract logic to update the Siebel Finance database.

The FINCORP BIB Deposit Account Update FAF Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  • Call Async Server Request. Updating the Deposit Account in the Siebel Finance database is an asynchronous operation. After converting the UpdateDepositAccountEBM message into Hierarchy, the FINCORP BIB Deposit Account Update FAF Workflow invokes the FINS BIB Deposit Account Update Workflow at the Call Async Server Request workflow step.

FINCORP BIB Deposit Account Upsert FAF Workflow

FINCORP BIB Deposit Account Upsert FAF Workflow, shown in the following figure, is invoked by Oracle FLEXCUBE Universal Banking to update the Deposit Account in the Siebel Finance database.

The FINCORP BIB Deposit Account Upsert FAF Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  • Call Async Server Request. Creating the Deposit Account in the Siebel Finance database is an asyncronous operation. After converting the CreateDepositAccountEBM message into Hierarchy, the FINCORP BIB Deposit Account Upsert FAF Workflow invokes the FINS BIB Deposit Account Create Workflow at the Call Async Server Request workflow step.

FINS BIB Deposit Account Create Workflow

FINS BIB Deposit Account Create Workflow, shown in the following figure, is invoked by the FINCORP BIB Deposit Account Upsert FAF workflow and creates the Deposit Account based on details sent by Oracle FLEXCUBE Universal Banking.

The FINS BIB Deposit Account Create Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XSLT Transformation. This step transforms the CreateDepositAccountEBM message structure to FINCORP Account IO using the EAI XSLT Service.

  2. XMLDoc To IIO. This step converts the SiebelMessage into XMLHierarchy using the IntObjHierToXMLHier method of EAI XML Convertor service.

  3. Siebel EAI Adapter (Upsert). Using the Synchronize method of the EAI Siebel Adapter, this step syncs the Deposit Account details into the Siebel Finance database.

FINS BIB Deposit Account Update Workflow

FINS BIB Deposit Account Update Workflow, shown in the following figure, invokes the FINCORP BIB Deposit Account Update FAF Workflow to update the Deposit Account details sent by Oracle FLEXCUBE Universal Banking.

The FINS BIB Deposit Account Update Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XSLT Transformation. This step transforms the UpdateDepositAccountEBM message structure to FINCORP Account IO using the EAI XSLT service.

  2. XMLDoc To IIO. This step converts the SiebelMessage into XML Hierarchy using the IntObjHierToXMLHier method of the EAI XML Convertor service.

  3. Siebel EAI Adapter (Upsert). Using the Upsert method of from the EAI Siebel Adapter, this step upserts the Deposit Account details into the Siebel Finance database.

FINCORP BIB Loan Account More Info Upsert SYNC Workflow

FINCORP BIB Loan Account More Info Upsert SYNC Workflow, shown in the following figure, retrieves the more information requested by a Siebel user clicking the More Info button for loan accounts. This workflow retrieves the data of loan account components and schedules.

The FINCORP BIB Loan Account More Info Upsert SYNC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. To XML Hierarchy. This step converts the XML message into XML hierarchy. This step calls the IntObjHierToXMLHier method.

  2. GetAccountType. This step uses the FINS Industry XML Query Service's Execute method to retrieve the Account Type from the XML Hierarchy in Step 1.

  3. Account IIO to XML Doc. This step converts the XML hierarchy to XML doc using the IntObjHierToXMLDoc method of the EAI XML Converter service.

  4. XSLT Service - IIO to EIO. This step transforms the FINCORP BIB Account IO message structure to a QueryLoanAccountRequestEBM message using the EAI XSLT service.

  5. Proxy Business Service. This step calls Oracle FLEXCUBE Universal Banking using the QueryDepositAccountReqMsg Web service to retrieve the details of the Account.

  6. XSLT Service - EIO to IIO. This step transforms the message QueryLoanAccountResponseEBM message structure to Siebel FINCORP BIB Account IO using the EAI XSLT service.

  7. XMLDocTOIIO. This step converts the SiebelMessage from Step 6 into XMLHierarchy using the IntObjHierToXMLHier method of the EAI XML Convertor service.

  8. Account - Synchronize. Using EAI Siebel Adapter service's Synchronize method, this step syncs the data in the Siebel Finance database with data retrieved from Oracle FLEXCUBE Universal Banking.

  9. SetLoanAccount Component and Set Loan Schedule. This step invokes subprocesses to populate the Loan Account Component and Schedule details into the VBC based applets.

FINCORP BIB Loan Account Update FAF Workflow

FINCORP BIB Loan Account Update FAF Workflow, shown in the following figure, invokes the FINS BIB Loan Account Update Workflow to update the Loan Account details.

The FINCORP BIB Loan Account Update FAF Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  • Call Async Server Request. Updating the Loan Account in Siebel Finance is an asynchronous operation. After converting the UpdateLoanAccountEBM message from XML doc into Hierarchy, the FINCORP BIB Loan Account Update FAF Workflow invokes the FINS BIB Loan Account Update Workflow.

FINCORP BIB Loan Account Upsert FAF Workflow

FINCORP BIB Loan Account Upsert FAF Workflow, shown in the following figure, is invoked by Oracle FLEXCUBE Universal Banking to create the Loan Account.

The FINCORP BIB Loan Account Upsert FAF Workflow is described in the following topic.

Workflow Description.

This workflow does the following:

  • Call Async Server Request. Updating the Loan Account in Siebel Finance is an asyncronous operation. After converting the CreateLoanAccountEBM message from XML doc into Hierarchy, the FINCORP BIB Loan Account Upsert FAF Workflow invokes the FINS BIB Loan Account Create Workflow.

FINS BIB Loan Account Create Workflow

FINS BIB Loan Account Create Workflow, shown in the following figure, is invoked by the FINCORP BIB Loan Account Upsert FAF Workflow and creates the Loan Account based on details sent by Oracle FLEXCUBE Universal Banking.

The FINS BIB Loan Account Create Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XSLT Transformation. This step transforms the CreateLoanAccountEBM message structure to FINCORP Account IO using the EAI XSLT Service.

  2. XMLDoc To IIO. This step converts the SiebelMessage into XMLHierarchy using the IntObjHierToXMLHier method of the EAI XML Convertor service.

  3. Siebel EAI Adapter (Sync). Using the Synchronize method from the EAI Siebel Adapter, this step syncs the loan Account details into the Siebel Finance database.

FINS BIB Loan Account Update Workflow

FINS BIB Loan Account Update Workflow, shown in the following figure, is invoked by FINCORP BIB Loan Account Update FAF Workflow and updates the Loan Account details sent by Oracle FLEXCUBE Universal Banking.

The FINS BIB Loan Account Update Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XSLT Transformation. This step transforms the UpdateLoanAccountEBM message structure to FINCORP Account IO using the EAI XSLT service.

  2. XMLDoc To IIO. This step converts the SiebelMessage into XMLHierarchy using the IntObjHierToXMLHier method of the EAI XML Convertor service.

  3. Siebel EAI Adapter (Upsert). Using the Upsert method of the EAI Siebel Adapter, this step updates the Loan Account details in the Siebel Finance database.

FINS BIB Populate VBC from Profile Attribute Workflow

FINS BIB Populate VBC from Profile Attribute Workflow, shown in the following figure, populates the VBC with given Profile attributes in Siebel Finance.

The FINS BIB Populate VBC from Profile Attribute Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. Get Siebel Msg Id. This step retrieve the message ID from the input payload with its XPath as input to the step.

  2. Get Current Record Id. This step retrieves the current record ID.

  3. Is Record Match? This step compares the retrieved record ID with the message ID sent as input. If both match, the process continues to the next step.

  4. Get Profile Attribute. This step retrieves the Profile attribute name from the input.

  5. Profile Attribute Empty? This step checks whether the Profile attribute name is empty. If it is empty, the process ends.

  6. Transcode Service. This step converts the input payload from a UTF-16 format to a UTF-8 format.

  7. XML Doc To IO. This step converts input from XML to IO hierarchy.

  8. Set VBC Output. This step populates the VBCs.

FINS BIB Set XML Msg to Profile Workflow

FINS BIB Set XML Msg to Profile Workflow, shown in the following figure, saves VBC data into the Profile attribute.

The FINS BIB Set XML Msg to Profile Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. XSLT Service - EIO to IIO. This step transforms the input from an EBM to an Internal IO format with the xslt filename.

  2. Set Profile Attribute. This step saves data into the Profile attribute.

FINS BIB Account Info Update FC Workflow

FINS BIB Account Info Update FC Workflow, shown in the following figure, updates Oracle FLEXCUBE Universal Banking once details of an account are updated in Siebel Finance.

The FINS BIB Account Info Update FC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. BIBEnabled? This step checks the system preferences to verify whether BIB is enabled or not. If BIB is enabled, this process proceeds to Step 2. BIB Enabled is added to avoid errors when an environment is not meant to execute BIB related workflows.

  2. Object Id? This step checks if the Object ID is populated in the process properties. If the Object ID is populated, then this process proceeds to Step 3.

  3. Get Id From Profile Attribute. This step retrieves the Object ID (Row_ID of the current record) from the Profile attributes.

  4. Account - Query. This step queries Siebel Finance for the details of the current active account.

  5. Contact IIO to XML Doc. This step converts the payload from an Internal IO format to an XML Doc format.

  6. XSLT Service - IIO to EIO. This step transforms the payload from an IIO hierarchy to an EBM hierarchy.

  7. XML Doc to String. This step transforms the payload from a UTF - 16 string to a UTF -8 string.

  8. Send Message to JMS Queue. This step sends the payload to the Oracle FLEXCUBE Universal Banking JMS Queue.

FINS BIB Account Info Upsert SYNC Workflow

FINS BIB Account Info Upsert SYNC Workflow, shown in the following figure, retrieves customer account information from Oracle FLEXCUBE Universal Banking. This workflow is invoked when a user clicks the Refresh button in the Accounts- Universal Summary view.

The FINS BIB Account Info Upsert SYNC Workflow is described in the following topic.

Workflow Description. This workflow does the following:

  1. Query - Account. This step retrieves details about the Account in the Siebel Finance database based on the Row_Id of the current Account.

  2. Account - IIO to XML Doc. This step converts the format of the payload from IIO to XML Doc.

  3. XSLT Service - IIO to EIO. This step extracts the details needed to query for Account details in Oracle FLEXCUBE Universal Banking.

  4. XML Doc to EIO. This step converts the format of the payload from XML Doc to EBM hierarchy.

  5. Proxy Business Service. This step queries Oracle FLEXCUBE Universal Banking.

  6. EIO to XML Hier. This step converts the format of the payload from EBM hierarchy to XML hierarchy.

  7. Get Fault Msg. This step returns Oracle FLEXCUBE Universal Banking fault messages and terminates the process.

  8. EIO to XML Doc. This step converts the payload from an EBM hierarchy to a XML hierarchy for the XSL transform.

  9. XSLT Service - EIO to IIO. This step transforms the payload from EBM to IIO hierarchy.

  10. XML Doc To IIO. This step converts the payload from XML hierarchy to IIO format.

  11. Account - Execute. This step saves the details of the account retrieved from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

  12. Set Account Directors. This step calls the FINS BIB Set XML Msg to Profile subprocess to populate the Directors VBC.

  13. Set Account Signatories. This step calls the FINS BIB Set XML Msg to Profile subprocess to populate the Signatories VBC.

FINS BIB Account Limit Upsert SYNC Workflow

FINS BIB Account Limit Upsert SYNC Workflow, shown in the following figure, queries the limits details associated with an account and update the Siebel Finance database. This workflow is called when a user clicks on the Account Limits view.

The FINS BIB Account Limit Upsert SYNC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. Get Line Id. This step retrieves the line ID of the current account from the Profile attributes.

  2. EAI Siebel Adapter (Query). This step queries the Siebel Finance database for more account details.

  3. IO to XML Doc. This step converts the format of payload from IIO to XML Doc.

  4. XSLT Service. This step extracts details needed to query Oracle FLEXCUBE Universal Banking for Account details.

  5. XML Doc to IO. This step converts the format of the payload from XML Doc to EBM hierarchy.

  6. Proxy Business Service. This step queries Oracle FLEXCUBE Universal Banking.

  7. EIO to XML Hier. This step converts the format of the payload from EBM hierarchy to XML hierarchy.

  8. Get Fault Msg. This step returns Oracle FLEXCUBE Universal Banking, retrieves fault messages and terminates the process.

  9. IO to XML Doc. This step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  10. XSLT Service. This step transforms the payload from EBM to IIO hierarchy.

  11. XML Doc to IO Hier. This step converts the payload from XML hierarchy to IIO format.

  12. Set Account. This step inserts the account number associated with the limit into the payload.

  13. EAI Siebel Adapter (Upsert). This step saves the details of the limits retrieved from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

FINS BIB Contact Info Update FC Workflow

FINS BIB Contact Info Update FC Workflow, shown in the following figure, updates Oracle FLEXCUBE Universal Banking once details of a Contact are updated in Siebel Finance.

The FINS BIB Contact Info Update FC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. BIBEnabled? This step check the system preferences to see whether BIB is enabled or not.

  2. Object Id? This step checks if Object ID is populated in the process properties. If it is populated, this process proceeds to the next step.

  3. Get Id From Profile Attribute. This step retrieves the Object ID (Row_ID of the current record) from the Profile attributes.

  4. EAI Siebel Adapter (Query). This step queries the details of current active contact in Siebel Finance.

  5. Contact IIO to XML Doc. This step converts the payload from an Internal IO format to an XML Doc format.

  6. XSLT Service - IIO to EIO. This step transforms the payload from an IIO hierarchy to an EBM hierarchy.

  7. Transcode to String. This step transcodes the payload from a UTF - 16 string to a UTF -8 string.

  8. Send Message to JMS Queue. This step puts the payload into Oracle FLEXCUBE Universal Banking JMS Queue.

FINS BIB Contact Info Upsert SYNC Workflow

FINS BIB Contact Info Upsert SYNC Workflow, shown in the following figure, retrieves customer contact information from Oracle FLEXCUBE Universal Banking. This workflow is invoked on when a user clicks the Refresh button in the Contacts- Universal Summary view.

The FINS BIB Contact Info Upsert SYNC Workflow is described in the following topic.

Workflow Description. This workflow does the following:

  1. Query - Contact. With the Row_ID of current Contact as Object ID in the workflow, this step retrieves details of the Contact from the Siebel Finance database.

  2. IIO to XML Doc. This step converts the format of payload from IIO to XML Doc.

  3. XSLT Service - IIO to EIO. This step extracts the details needed to query for Contact details in Oracle FLEXCUBE Universal Banking.

  4. XML Doc to EIO. This step converts the format of payload from XML Doc to EBM hierarchy.

  5. Proxy Business Service. This step queries Oracle FLEXCUBE Universal Banking.

  6. EIO to XML Hier. This step converts the format of the payload from EBM hierarchy to XML hierarchy.

  7. Get Fault Msg. This step returns Oracle FLEXCUBE Universal Banking messages and terminates the process.

  8. EIO to XML Doc. This step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  9. XSLT Service - EIO to IIO. This step transforms the payload from EBM to IIO hierarchy.

  10. XML Doc To IIO. This step converts the payload from XML hierarchy to IIO format.

  11. Contact - Execute. This step saves the details of the Contact retrieved from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

  12. Set Contact Signatories. This step calls the FINS BIB Set XML Msg to Profile subprocess to populate the Signatories VBC.

FINS BIB Contact Limit Upsert SYNC Workflow

FINS BIB Contact Limit Upsert SYNC Workflow, shown in the following figure, queries the limits details associated with an account and updates the same information in Siebel Finance. This workflow is called when a user clicks the Contact - Limits view.

The FINS BIB Contact Limit Upsert SYNC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. Get Line Id. This step retrieve the line ID of the current Contact from the Profile attributes.

  2. EAI Siebel Adapter (Query). This step queries the Siebel Finance database for more Contact details.

  3. IO to XML Doc. This step converts the format of payload from IIO to XML Doc.

  4. XSLT Service. This step extracts the details needed to query for Limit details in Oracle FLEXCUBE Universal Banking.

  5. XML Doc to IO. This step converts the format of payload from XML Doc to EBM hierarchy.

  6. Proxy Business Service. This step queries Oracle FLEXCUBE Universal Banking.

  7. EIO to XML Hier. This step converts the format of the payload from EBM hierarchy to XML hierarchy.

  8. Get Fault Msg. This step retrieves fault messages from Oracle FLEXCUBE Universal Banking.

  9. IO to XML Doc. This step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  10. XSLT Service. This step transforms the payload from EBM to IIO hierarchy.

  11. XML Doc to IO Hier. This step converts the payload from XML hierarchy to IIO format.

  12. Set Contact. This step inserts the Contact ID into the payload associated with the limit.

  13. EAI Siebel Adapter (Upsert). This step saves the details of the limits retrieved from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

FINS BIB Customer Info Create SYNC Workflow

FINS BIB Customer Info Create SYNC Workflow, shown in the following figure, creates a customer, either an account or contact in Siebel Finance and returns the Siebel ROW_ID of created record to Oracle FLEXCUBE Universal Banking.

The FINS BIB Customer Info Create SYNC Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. EIO to XML Hier. This step converts the format of the payload from EBM hierarchy to XML hierarchy.

  2. Get Cust Id, Type & Msg Id. This step retrieves the Customer ID, Customer Type, and the Message Id from payload.

  3. EIO to XML Doc. This step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  4. Customer Type? This step checks the customer type that the payload intends to create.

  5. XSLT Service - EIO to IIO - Account. In the Account branch, this step transforms the payload from EBM to IIO hierarchy.

  6. XML Doc To IIO - Account. In the Account branch, this step converts the payload from XML hierarchy to IIO format.

  7. Insert - Account. In the Account branch, this step saves the details of the Account received from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

  8. XSLT Service - IIO to EIO - Account. In the Account branch, this step inserts the ROW_ID of the Account created in Siebel Finance in response to the payload sent back to Oracle FLEXCUBE Universal Banking.

  9. XSLT Service - EIO to IIO - Contact. In the Contact branch, this step transforms the payload from EBM to IIO hierarchy.

  10. XML Doc To IIO - Contact. In the Contact branch, this step converts the payload from XML hierarchy to IIO format.

  11. Insert - Contact. In the Contact branch, this step saves the details of the Contact received from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

  12. XSLT Service - IIO to EIO - Contact. In the Contact branch, this step inserts the ROW_ID of the Contact created in Siebel Finance in response to the payload sent back to Oracle FLEXCUBE Universal Banking.

  13. XML Doc to EIO. In the Contact branch, this step converts the response payload from XML Doc format to EBM hierarchy.

  14. XSLT Error Service - XML to EIO. This step handles errors. If an error occurs at any step in the workflow, this step creates a response payload with the error code and the error message to send it back to Oracle FLEXCUBE Universal Banking.

FINS BIB Customer Info Inquiry Workflow

FINS BIB Customer Info Inquiry Workflow, shown in the following figure, retrieves prospect information from the Siebel Finance database.

The FINS BIB Customer Info Inquiry Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. EIO to XML Hier. This step converts the format of the payload from EBM hierarchy to XML hierarchy.

  2. Get Cust Id, Type & MsmaxItemsId. This step retrieves the Customer ID, the Customer Type, and maxItems from the payload.

  3. EIO to XML Doc. This step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  4. Customer Type? This step checks the customer type that the payload intends to query.

  5. Account - Query. In the Account branch, this step queries the Siebel Finance database for account details using the account ROW_ID retrieved from the payload.

  6. Account - IIO to XML Doc. In the Account branch, this step converts the format of the payload from IIO to XML Doc.

  7. Account - XSLT Service - IIO to EIO. In the Account branch, this step transforms the Account details retrieved from the Siebel Finance database from IIO hierarchy to EBM hierarchy.

  8. Contact - Query. In the Contact branch, this step queries the Siebel Finance database using the account ROW_ID retrieved from the payload.

  9. Contact - IIO to XML Doc. In the Contact branch, this step converts the format of payload from IIO to XML Doc.

  10. Contact - XSLT Service - IIO to EIO. In the Contact branch, this step transforms the Contact details retrieved from the Siebel Finance database from IIO hierarchy to EBM hierarchy.

  11. XML Doc to EIO. In the Contact branch, this step converts the response payload from XML Doc format to EBM hierarchy.

  12. XSLT Error Service - XML to EIO. This step handles errors. If an error occurs at any step in the workflow, this step creates a response payload with the error code and the error message and sends it to Oracle FLEXCUBE Universal Banking.

  13. Is Error Path. This stepchecks whether an error occurred. If an error occurred, this step returns an error message.

  14. Set Transaction Code. This step sets the transaction code for the response payload.

FINS BIB Customer Info Update FAF Workflow

FINS BIB Customer Info Update FAF Workflow, shown in the following figure, updates the customer details in the Siebel Finance database.

The FINS BIB Customer Info Update FAF Workflow is described in the following topic.

Workflow Description

This workflow performs the following actions:

  1. EIO to XML Hier. This step converts the format of the payload from EBM hierarchy to XML hierarchy.

  2. Get Cust Type. This step retrieves the Customer Type from the payload.

  3. EIO to XML Doc. This step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  4. Customer Type? This step checks what type of customer the payload intends to query.

  5. XSLT Service - EIO to IIO - Account. In the Account branch, this step transforms the payload from EBM to IIO hierarchy.

  6. XML Doc To IIO - Account. In the Account branch, this step converts the payload from XML hierarchy to IIO format.

  7. Begin Transaction - Account. In the Account branch, this step starts the transaction for the account update process. If any errors occurs, the transaction is aborted.

  8. Remove Account To Customer Relationship. In the Account branch, this step calls the FINS BIB Remove Account To Customer Relationship subprocess to remove the relationship related to the current account.

  9. Execute - Account. In the Account branch, if a relationship is removed, this step saves the account details from the input payload to the Siebel Finance database.

  10. End Transaction - Account. In the Account branch, this step ends successful transaction.

  11. XSLT Service - EIO to IIO - Contact. In the Contact branch, this step transforms the payload from EBM to IIO hierarchy.

  12. XML Doc To IIO - Contact. In the Contact branch, this step converts the payload from XML hierarchy to IIO format.

  13. Begin Transaction - Contact. In the Contact branch, this step starts the Contact update process. If any errors occurs, the transaction is aborted.

  14. Remove Contact To Customer Relationship. In the Contact branch, this step calls the FINS BIB Remove Contact To Customer Relationship subprocess to remove the relationship related to the current account.

  15. Execute - Contact. In the Contact branch, if a relationship is removed successfully, this step saves the Contact details from the input payload to the Siebel Finance database.

  16. End Transaction - Account. In the Contact branch, this step successfully ends the transaction.

  17. Abort Transaction - Account. If an error occurs when deleting a relationship or saving the input Account payload to the Siebel Finance database, the transaction aborts and the relationship data is not removed.

  18. Abort Transaction - Contact. If an error occurs when deleting a relationship or saving the input Contact payload to the Siebel Finance database, the transaction aborts and the relationship data is not removed.

  19. Dump Error Message. This step writes the error message to the log files with the filename as the message ID.

FINS BIB Remove Account To Customer Relationship Workflow

FINS BIB Remove Account To Customer Relationship, shown in the following figure, deletes the account relationship records from the Siebel Finance database. This workflow is called as subprocess of the FINS BIB Customer Info Update FAF Workflow.

The FINS BIB Remove Account To Customer Relationship Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  • Remove Account Party Relationship. This step deletes the account relationship records from the Siebel Finance database based on the Account ID sent from Oracle FLEXCUBE Universal Banking.

FINS BIB Remove Contact To Customer Relationship

FINS BIB Remove Contact To Customer Relationship, shown in the following figure, removes the contact party relationship records from the Siebel Finance database. This workflow is called as a subprocess of the FINS BIB Customer Info Update FAF Workflow.

The FINS BIB Remove Contact To Customer Relationship Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. Remove Contact Party Relationship. This step deletes the contact relationship records from the Siebel Finance database based on the Contact ID sent from Oracle FLEXCUBE Universal Banking.

FINS BIB Contract Upsert Workflow

FINS BIB Contract Upsert Workflow, shown in the following figure, retrieves contract information from Oracle FLEXCUBE Universal Banking. This workflow is invoked when a user clicks the Refresh button in the Universal Contracts- More Info view.

The FINS BIB Contract Upsert Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. EAI Siebel Adapter(Query). This step queries for the details of the Contract record from the Siebel Finance database.

  2. Contract Type. This step checks the contract type of the current record. Based on the contract type, this process proceeds to one of the following:

    • BC branch,

    • LC branch, or

    • Guarantee branch

  3. Internal IO to XML BC. In the BC branch, this step converts the format of the payload from IIO to XML Doc.

  4. XSLT Map IO to EBO Msg - BC. In the BC branch, this step extracts the details needed to query for the Contract details in Oracle FLEXCUBE Universal Banking.

  5. XML toIO B. In the BC branch, this step converts the format of the payload from an XML Doc to an EBM hierarchy.

  6. Proxy Business Service. In the BC branch, this step queries Oracle FLEXCUBE Universal Banking.

  7. EIO to XML Hier BC. In the BC branch, this step converts the format of the payload from EBM hierarchy to XML hierarchy.

  8. Get Fault Msg. In the BC branch, this step returns Oracle FLEXCUBE Universal Banking fault messages.

  9. External IO to XML B. In the BC branch, this step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  10. XSLT Map EBO to IO. In the BC branch, this step transforms the payload from EBM to IIO hierarchy.

  11. XML to IO B. In the BC branch, this step converts the payload from XML hierarchy to IIO format.

  12. EAI Siebel Adapter - B. In the BC branch, this step saves the details of the Contract retrieved from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

  13. Set BC Parties. In the BC branch, this step calls the FINS BIB Set XML Msg to Profile subprocess to populate the BC Parties VBC.

  14. Set BC Discrepancy Details. In the BC branch, this step calls the FINS BIB Set XML Msg to Profile subprocess to populate the BC Discrepancies VBC.

  15. Internal IO to XML LC. In the LC branch, this step converts the format of payload from IIO to XML Doc.

  16. XSLT Map IO to EBO Msg - LC. In the LC branch, this step extracts the details needed to query for the Contract details in Oracle FLEXCUBE Universal Banking.

  17. XML toIO L. In the LC branch, this step converts the format of payload from XML Doc to EBM hierarchy.

  18. Proxy Business Service. In the LC branch, this step queries Oracle FLEXCUBE Universal Banking.

  19. EIO to XML Hier LC. In the LC branch, this step converts the format of the payload from EBM hierarchy to XML hierarchy.

  20. Get Fault Msg LC. In the LC branch, this step returns Oracle FLEXCUBE Universal Banking fault messages.

  21. External IO to XML L. In the LC branch, this step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  22. XSLT Map EBO to IO L. In the LC branch, this step transforms the payload from EBM to IIO hierarchy.

  23. XML to IO L. In the LC branch, this step converts the payload from XML hierarchy to an IIO format.

  24. EAI Siebel Adapter - L. In the LC branch, this step saves the details of the Contract retrieved from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

  25. Set LC Parties. In the LC branch, this step calls the FINS BIB Set XML Msg to Profile subprocess to populate the LC Parties VBC.

  26. Set LC Discrepancy Details. In the LC branch, this step calls the FINS BIB Set XML Msg to Profile subprocess to populate the LC Discrepancies VBC.

  27. Set LC BC Linkages. In the LC branch, this step calls the FINS BIB Set XML Msg to Profile subprocess to populate the LC Linkage VBC.

  28. Internal IO to XML Guarantee. In the Guarantee branch, this step convert the format of payload from IIO to XML Doc.

  29. XSLT Map IO to EBO Msg - Guarantee. In the Guarantee branch, this step extract the details needed to query for the Contract details to Oracle FLEXCUBE Universal Banking.

  30. XML toIO G. In the Guarantee branch, this step converts the format of payload from XML Doc to EBM hierarchy.

  31. Proxy Business Service. In the Guarantee branch, this step queries Oracle FLEXCUBE Universal Banking.

  32. EIO to XML Hier G. In the Guarantee branch, this step converts the format of the payload from EBM hierarchy to XML hierarchy.

  33. Get Fault Msg G. In the Guarantee branch, this step returns Oracle FLEXCUBE Universal Banking fault messages.

  34. External IO to XML G. In the Guarantee branch, this step converts the payload from EBM hierarchy to XML hierarchy for the XSL transform.

  35. XSLT Map EBO to IO G. In the Guarantee branch, this step transforms the payload from EBM to IIO hierarchy.

  36. XML to IO G. In the Guarantee branch, this step converts the payload from XML hierarchy to IIO format.

  37. EAI Siebel Adapter - G. In the Guarantee branch, this step saves the details of the Contract retrieved from Oracle FLEXCUBE Universal Banking to the Siebel Finance database.

  38. Set Guarantee Parties. In the Guarantee branch, this step calls the FINS BIB Set XML Msg to Profile subprocess to populate the BC Parties VBC.

  39. Set Guarantee Discrepancy Details. In the Guarantee branch, this step calls the FINS BIB Set XML Msg to Profile subprocess to populate the BC Discrepancies VBC.

  40. Set Guarantee BC Linkages Blank. In the Guarantee branch, this step calls the FINS BIB Set XML Msg to Profile subprocess workflow to clear the LC Linkage VBC if any records are present.

FINS BIB Lead Info Upsert Workflow

FINS BIB Lead Info Upsert Workflow, shown in the following figure, creates a Lead in Siebel Finance from an existing customer or product.

The FINS BIB Lead Info Upsert Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. Business Service 0. This step converts the format of the payload from an EBM hierarchy to an XML hierarchy.

  2. Get Prospect Info. This step retrieves the Customer type from the payload.

  3. Is Prospect. If the payload is a Prospect, then this step proceeds to the Prospect branch or continues to the XSLT Service Step.

  4. Business Service 1. In the Prospect branch, this step converts the payload from an XML Doc format to an IO format.

  5. Create Prospect. In the Prospect branch, this step inserts the Prospect record into the Siebel Finance database.

  6. IO to XML Format. In the Prospect branch, this step converts the payload from an EBM hierarchy to an XML hierarchy for the XSL transform.

  7. XSLT Service: XSLT Service - EIO to IIO. In the Prospect branch, this step transforms the payload from EBM to an IIO hierarchy.

  8. XML to IO. In the Prospect branch, this step converts the payload from an XML Doc format to an IO format.

  9. Get Treatment Ids. In the Prospect branch, this step retrieves treatment IDs for the prospect.

  10. Insert Lead. In the Prospect branch, this step inserts the lead details passed during the input payload into the Siebel Finance database.

  11. Is Contact. In the Prospect branch, this step verifies that the lead is a contact, then proceeds to the contact branch step or ends the process.

  12. Prepare Contact Response. In the Contact branch, this step prepares the Siebel message as a contact response to insert into the BIB Contact IO.

  13. Insert Response. In the Contact branch, this step inserts the response created for the contact into the BIB Contact BO.

  14. Dump Error Message. In the Contact branch, this is the error handling step. If any error has occurred during execution of this workflow, an error message is created in the logs folder with the message ID and the filename.

FINS BIB Offers Inquiry All Workflow

FINS BIB Offers Inquiry All Workflow, shown in the following figure, retrieves details of available offers from Siebel Finance.

The FINS BIB Offers Inquiry All Workflow is described in the following topic.

Workflow Description

This workflow does the following:

  1. IO Hier to XML Hier. This step converts the format of the payload from an EBM hierarchy to and XML hierarchy.

  2. Get ContactID & MsgID. This step retrieves the Contact ID and the Message ID from the payload.

  3. Contact Exists? This step verifies that the Contact exists.

  4. Query Offer - Contact. This step queries the Siebel Finance database for all available offer details specific to the Contact Id.

  5. Query - All Offer. This step queries the Siebel Finance database for all available offers.

  6. IIO to XML Do. This step converts the format of payload from IIO to XML Doc.

  7. XSLT Service. This step transforms the Offers details retrieved from the Siebel Finance database from IIO hierarchy to EBM hierarchy.

  8. XML Doc to EIO. This step converts the response payload from the XML Doc format to EBM hierarchy.

  9. XSLT Error Service - XML to EIO. This step handles errors. If an error occurs at any step in this workflow, a response payload is created with the error code and the error message and sent back to Oracle FLEXCUBE Universal Banking.