Configuring an Outbound Siebel Connector for ACORD XML

The following procedure shows how to construct a workflow to handle an outbound message.

To create an outbound connector

  1. Start Siebel Financial Services.

  2. Navigate to the Administration - Business Process screen, then Workflow Processes, and then Workflow Processes view.

  3. Create a new record in the Workflow Processes view.

    The keyboard shortcut is CTRL+N.

  4. Give the workflow a name.

    The name must be unique within the project. The other values are optional, so for this example, they remain blank.

    In the example, the name is ACORD Add Auto Policy Outbound Workflow. The complete workflow is included in Sample Workflows.

  5. Click the Process Designer tab.

    The Process Designer provides a blank working space onto which you will move the step symbols and connectors that create the workflow.

    For complete details about using this working space, and information about workflows in general, see Siebel Business Process Framework: Workflow Guide.

  6. Move Start, Stop, and Business Service steps onto the work area, and name them appropriately.

  7. Use connector arrows to connect the Start and Business Service steps.

    Continue until you have created a workflow with the required components. The following image shows the structure of the finished workflow: FINS ACORD XML Transaction Manager, FINS ACORD XML DTE, FINS ACORD XML Converter, XML Hierarchy Converter.

    ACORD Add Auto Policy Outbound Workflow. This image is described in surrounding text.