Integration Mapping Parameters for Siebel Mobile Application for Siebel Financial Services

The following integration mapping parameters are provided to be adapted for use cases for the Siebel Mobile application for Siebel Financial Services.

The integration maps provided for the Siebel Mobile application for Siebel Financial Services are FINSApplicationCaptureMappingsDIVBased, FINSCheckingAccountMappingsDivBased, and FINSCheckingContactMappingsDivBased.

Note: For additional information about configuring integration maps and mapping parameters, see Siebel Self Service Administration Guide.

Required Integration Mapping Parameters

All integration maps must include the parameters locale, Rulebase, and WebDeterminations URL, in addition to those listed later in this topic.

Parameter Name Parameter Value Expression Active Flag Description

locale

en-US

N

Y

Required. The language in which the interview runs.

Rulebase

RuleBaseName

N

Y

Required. The name of the rulebase.

WebDeterminations URL

https://<host-name>:port>/<domain-name>/web-determinations

N

Y

Required. The URL of the Intelligent Advisor Hub for the Web determination engine.

Integration Mapping Parameters for FINSApplicationCaptureMappingsDIVBased

For the integration map FINSApplicationCaptureMappingsDIVBased (for the Siebel Mobile application for Siebel Financial Services), you can use or modify the following integration mapping parameters.

Parameter Name Parameter Value Expression Active Flag

App BC Name

Opportunity

N

Y

App BO Name

Account

N

Y

App Context Type

LookupValue ('APPLICATION_CONTEXT_TYPE', 'FINS APPLICATION')

Y

Y

App Status Field

Sales Stage

N

Y

App Status Value

LookupValue ("FINS_APPLICATION_CAP_SALES_STG", "Saved")

Y

Y

Enable Snapshot Purge

True

N/A

N/A

IOName

FINS OPA Account

N

Y

IOXmlTag

ListOfFinsOpaAccount

N

Y

LoadSearchSpec

Account|Id|SeedAccountId;Opportunity|Id|ApplicationRowID;Opportunity Product|Id|OpptyProdId

N

Y

Login Id

LoginId()

Y

Y

New Application Status

LookupValue("PUB_APP_STATUS","Created")

Y

Y

OIAParamMapping

ApplicationRowID|ApplicationRowID;SeedAccountId|SeedAccountId;OpptyProdId|OpptyProdId;IOName|IOName;IOXmlTag|IOXmlTag;PrimaryIC|PrimaryIC;PrimaryICXmlTag|PrimaryICXmlTag;LoadSearchSpec|LoadSearchSpec;App Context Type|AppContextType;App Status Value|AppStatusValue;App BC Name|AppBC;App BO Name|AppBO;App Status Field|AppStatusField;Enable Snapshot Purge|EnableSnapshotPurge

N

Y

Preseed Search Spec

"[Account.Id]='"+LoginId()+"'"

Y

Y

PrimaryIC

Account

N

Y

PrimaryICXmlTag

Account

N

Y

Integration Mapping Parameters for FINSCheckingAccountMappingsDivBased

For the integration map FINSCheckingAccountMappingsDivBased (for the Siebel Mobile application for Siebel Financial Services), you can use or modify the following integration mapping parameters.

Parameter Name Parameter Value Expression Active Flag

IOName

FINS OPA Account

N

Y

IOXmlTag

ListOfFinsOpaAccount

N

Y

LoadSearchSpec

Account|Row Id|ObjectId

N

Y

Login Id

LoginId()

Y

Y

New Application Status

LookupValue("PUB_APP_STATUS","Created")

Y

Y

OIAParamMapping

Login Id|LoginId;Preseed Search Spec|searchspec;ObjectId|ObjectId;IOName|IOName;IOXmlTag|IOXmlTag;PrimaryIC|PrimaryIC;PrimaryICXmlTag|PrimaryICXmlTag;ObjectId|RowId;LoadSearchSpec|LoadSearchSpec

N

Y

Preseed Search Spec

"[Account.Id]='"+LoginId()+"'"

Y

Y

PrimaryIC

Account

N

Y

PrimaryICXmlTag

Account

N

Y

Integration Mapping Parameters for FINSCheckingContactMappingsDivBased

For the integration map FINSCheckingContactMappingsDivBased (for the Siebel Mobile application for Siebel Financial Services), you can use or modify the following integration mapping parameters.

Parameter Name Parameter Value Expression Active Flag

IOName

FINS OPA Contact

N

Y

IOXmlTag

ListOfFinsOpaContact

N

Y

LoadSearchSpec

Contact|Row Id|ObjectId

N

Y

Login Id

LoginId()

Y

Y

New Application Status

LookupValue("PUB_APP_STATUS","Created")

Y

Y

OIAParamMapping

Login Id|LoginId;Preseed Search Spec|searchspec;ObjectId|ObjectId;IOName|IOName;IOXmlTag|IOXmlTag;PrimaryIC|PrimaryIC;PrimaryICXmlTag|PrimaryICXmlTag;LoadSearchSpec|LoadSearchSpec

N

Y

Preseed Search Spec

"[Contact.Id]='"+LoginId()+"'"

Y

Y

PrimaryIC

Contact

N

Y

PrimaryICXmlTag

Contact

N

Y