FLEXCUBE Universal Banking Integration

The FLEXCUBE Universal Banking Integration ERD (see the following figure) describes the integration of Siebel CRM with an external banking system. It provides new features, such as financial plans, goals, and limits that can be specified for a customer.

Financial plans are investment plans created for customers after analyzing the customer’s financial position, expected future cash-flows, inflation, returns, and goals. Financial goals include but are not limited to education, retirement, investment, buying property, and so forth. The individual's goals are used as guidelines to map a course of action to reach those goals. A financial limit specifies the total liabilities of the customer arising out of the credit facilities used by the customer. A customer can also provide financial mandates, which are instructions to initiate payment transactions at a predetermined future time or frequency or for such future transactions.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Account	S_ORG_EXT, S_ORG_EXT_FNX
Branch	S_ORG_EXT
Contact	S_CONTACT, S_CONTACT_FNX
Financial Account	S_ASSET, S_FN_ACCNT1_FNX
Financial Goal	S_FN_GOAL
Financial Limit	S_FN_LIMIT
Financial Mandate	S_FN_MANDATE
Financial Plan	S_FN_PLAN
Offer	S_DMND_CRTN_PRG
Party	S_PARTY
Product	S_PROD_INT