1. CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide
  2. What's New in This Release

2Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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.

    Batch Data Synchronization. This image shows data flow from Oracle FLEXCUBE Universal Banking to Siebel CRM. The image is divided into 3 sections: Oracle FLEXCUBE Universal Banking, Oracle Data Integrator Data Flow and Siebel CRM. Arrows indicating batch synchronization connect Oracle FLEXCUBE Universal Banking layer through the Oracle Data Integrator Data Flow layer onto the Siebel CRM layer. Oracle FLEXCUBE Universal Banking includes the following: Branch, Product/Account Class, Product Rates, Contract, Limit and Mandate. The Siebel CRM layer includes: Division, Product, Product Rates, Contract, Limit, and Mandate.

      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.

      Online Data Synchronization. This image shows synchronization of online data from Oracle FLEXCUBE Universal Banking to Siebel CRM via Web Service Data Flow. The image is divided into 3 sections: Oracle FLEXCUBE Universal Banking, Web Service Data Flow and Siebel CRM. Arrows indicating synchronization of online data connect Oracle FLEXCUBE Universal Banking layer through the Web Service Data Flow layer onto the Siebel CRM layer. Oracle FLEXCUBE Universal Banking includes the following: Contract, Lead, Financial Account, Limit, Activity, Service Request, Customer and Offer. The Siebel CRM layer includes: Contract, Lead, Financial Account, Limit, Activity, Service Request, Contact, Account, Offer. There is two-way data flow between Service Request in Oracle FLEXCUBE Universal Banking and Service Request in Siebel CRM. Data flows from Account in Siebel CRM to Customer in Oracle FLEXCUBE Universal Banking.

        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.

        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.

        Siebel CRM Documentation

        For additional information on the integration of Siebel Finance with Oracle FLEXCUBE Universal Banking, see Siebel Finance Guide on Oracle Technology Network.

        Note: The Siebel Bookshelf is available on Oracle Technology Network ( http://www.oracle.com/technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.

          Oracle FLEXCUBE Universal Banking Documentation

          For additional information on integrating Oracle FLEXCUBE Universal Banking with Siebel CRM, see the following documents:

          • Siebel CRM Integration Interface User Manual

          • FCUBS EBO Direct Build Utility User Guide

          These documents are provided on the CD containing the Oracle FLEXCUBE Universal Banking software.

            Oracle Data Integrator Documentation

            For more information about Oracle Data Integrator, see the following documentation on Oracle Technology Network:

            • Oracle® Fusion Middleware Developer's Guide for Oracle Data Integrator 11g Release 1

            • Oracle® Fusion Middleware Installation Guide for Oracle Data Integrator 11g Release 1

              Oracle Fusion Middleware Application Integration Architecture Foundation Pack Documentation

              For more information about Oracle Fusion Middleware Application Integration Architecture Foundation Pack, see the following documentation on Oracle Technology Network:

              • Oracle® Fusion Middleware Concepts and Technologies Guide for Oracle Application Integration Architecture Foundation Pack 11g Release 1

              • Oracle® Fusion Middleware Installation and Upgrade Guide for Oracle Application Integration Architecture Foundation Pack 11g Release 1