Contents

• Title and Copyright Information
• Preface

1 What's New in Siebel Financial Services Connector for ACORD P&C and Surety

• What’s New in Siebel Financial Services Connector for ACORD P&C and Surety Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Financial Services Connector for ACORD P&C and Surety Guide, Siebel CRM 19.1 Update

2 Overview of Siebel Connector for ACORD XML

• Overview of Siebel Connector for ACORD XML
• Using the Siebel Connector for ACORD XML
  • Required Components
• Siebel Connector for ACORD XML Architectural Overview
  • Business Data Flows
  • Outbound Data Flow
  • Inbound Data Flow
  • Workflow Integration
  • Integration Objects
  • Business Services
• ACORD P&C and Surety XML Standard

3 Siebel Connector for ACORD XML

• Siebel Connector for ACORD XML
• ACORD XML Syntax and Rules
  • ACORD XML Documents
    • Envelope
    • Header
    • Body
  • Status Information and Error Codes
• FINS ACORD Wizard
  • Integration Objects
  • FINS ACORD XML Dispatcher Map
• FINS ACORD XML Transaction Manager
  • Transaction Manager User Properties
  • Transaction Manager Methods and Arguments
• FINS ACORD XML Data Transformation Engine (DTE)
  • DTE Methods and Arguments
    • Using <MapArgs>
• FINS ACORD XML Converter
  • Converter User Properties
  • Converter Methods and Arguments
• FINS ACORD XML Dispatcher
  • Dispatcher User Properties
  • Dispatcher Methods and Arguments
• Transport Adapter

4 Configuration Roadmap

• Configuration Roadmap
• Creating Integration Objects in Siebel Tools
  • Locking the Project and Selecting the DTD File
  • Creating an Envelope Integration Object
  • Creating External Integration Objects
  • Creating Internal Integration Objects
  • Viewing the Dispatcher Map
• Configuring the Connector Components
  • FINS ACORD XML Transaction Manager
  • FINS ACORD XML Data Transformation Engine
  • FINS ACORD XML Converter
  • FINS ACORD XML Dispatcher
• Configuring the Data Transformation Maps
• Configuring the Workflow Process
  • Configuring an Outbound Siebel Connector for ACORD XML
    • Adding Process Property Values
    • Configuring the FINS ACORD XML Transaction Manager
    • Configuring the FINS ACORD XML Data Transformation Engine
    • Configuring the FINS ACORD XML Converter
    • Configuring an XML Hierarchy Converter
    • Configuring a Transport Mechanism (Optional)
  • Configuring an Inbound Siebel Connector for ACORD XML
    • Adding Process Property Values
    • Configuring an XML Hierarchy Converter (Incoming)
    • Configuring the FINS ACORD XML Dispatcher (Incoming)
    • Configuring the FINS ACORD XML Converter (Incoming)
    • Configuring the FINS ACORD XML Data Transformation Engine (Incoming)
    • Configuring the FINS ACORD Transaction Manager
    • Configuring the FINS ACORD XML Data Transformation Engine (Outgoing)
    • Configuring the FINS ACORD XML Converter (Outgoing)
    • Configuring an XML Hierarchy Converter (Outgoing)
• Configuring Runtime Events
• Configuring Server Tasks
• Sample Workflows

5 Data Types

• Data Types
• ACORD XML Data Types
  • Character
  • Narrow Character
  • Boolean
  • Date and Time Formats
    • YrMon
    • Date
    • Time
    • DateTime
    • Timestamp
  • Phone Number
  • Decimal
  • Long
  • Enum
    • Closed Enum
    • Open Enum
  • Identifiers
    • Assigned Identifiers
    • Transient Unique Identifiers
    • Universally Unique Identifier (UUID)
  • Identifier References
    • Identifier Reference
    • Multiple Identifier References
  • URL

6 Troubleshooting

• Troubleshooting
• Run-Time Event Setup Problems in Workflows
  • Workflow is double-triggered
  • Workflow is not triggered
  • Object Id is not passed to the workflow
• Integration Object Setup Problems
  • Errors in some component fields
  • Transaction manager cannot create or update a record
  • Some required fields are empty in an XML string
• Rollback Problem
  • Rollback operation fails
• Envelope Problem
  • Message does not show user-selected information