About Disclosure Workflows

Siebel Insurance includes three workflows that help manage the display of disclosure documents and disclosure event logging. The following table describes each of these workflows.

Workflow Process	Comments
FINS Disclosure	The FINS Disclosure Workflow process accomplishes the following tasks: Invokes the Setup method of the Disclosure UI Service business service. Invoking this method sets up the appropriate disclosure documents based on the selected product. Calls the FINS Disclosure Goto File View subprocess. This subprocess navigates users to the Disclosure Documents list, where they can review all the disclosure documents pertaining to the selected product. This subprocess also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service. Calls the FINS Disclosure Create Activity Sub Workflow subprocess. If the user accepts the disclosures, the workflow calls the FINS Disclosure Create Activity Sub Workflow subprocess to log the disclosure activity.
FINS Disclosure Goto File View	This subprocess navigates users to the Disclosure Documents list, where they can review all the disclosure documents pertaining to the selected product. This subprocess also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service.
FINS Disclosure Create Activity Sub	If the user accepts the disclosures, this sub process logs the disclosure activity.

Workflow Process

Comments

FINS Disclosure

The FINS Disclosure Workflow process accomplishes the following tasks:

Invokes the Setup method of the Disclosure UI Service business service. Invoking this method sets up the appropriate disclosure documents based on the selected product.
Calls the FINS Disclosure Goto File View subprocess. This subprocess navigates users to the Disclosure Documents list, where they can review all the disclosure documents pertaining to the selected product. This subprocess also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service.
Calls the FINS Disclosure Create Activity Sub Workflow subprocess. If the user accepts the disclosures, the workflow calls the FINS Disclosure Create Activity Sub Workflow subprocess to log the disclosure activity.

FINS Disclosure Goto File View

This subprocess navigates users to the Disclosure Documents list, where they can review all the disclosure documents pertaining to the selected product. This subprocess also navigates users back to the previous view after they accept or decline the disclosure. This final navigation step is accomplished by invoking the View Back method of the Disclosure UI Service.

FINS Disclosure Create Activity Sub

If the user accepts the disclosures, this sub process logs the disclosure activity.

Before you can display disclosure documents, you must do the following:

Activate all workflow processes listed in the previous table.

For more information about activating workflows in Siebel, see Siebel Business Process Framework: Workflow Guide on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html).
Invoke the Disclosure UI Service business service.
For more information, see Invoking the Disclosure UI Service Business Service.