1. Mobile Guide: Connected
  2. OIA Submit For FINS Application Capture Workflow

OIA Submit For FINS Application Capture Workflow

This workflow manages an interview session from Intelligent Advisor to apply for a product. The following figure shows this workflow. First, Opportunity ID is created by calling the FINS Application Capture Oppty Creation Process workflow. The OIA Submit For FINS Application Capture workflow:

  • Is called from the following Business Component: FINS Product
  • Contains the following Business Component User Property:

    Name: Named Method

    Value: "StartApplCapture", "INVOKESVC", "FINS Product", "Workflow Process Manager", "RunProcess", "'ProcessName'", "FINS Application Capture Oppty Creation Process", "SeedAccountId", "[Acc Id]", "SeedLeadId", "[Lead Id]", "SeedProductId", "[Id]", "workflowName", "Go To OIA Interview View", "GotoViewName", "FINS OPA Application Capture View DIV Based", "SeedProductName", "[Name]", "'OIAParams'", "'ApplicationRowID|SeedAccountId|OpptyProdId'"

  • Uses the following Apply Button method: StartApplCapture. The OIA Submit For FINS Application Capture workflow drives the interview session.

A customer calls the OIA Submit For FINS Application Capture workflow by selecting a product and then tapping Apply in the Recommendations view of the Siebel Mobile application for Siebel Financial Services.

The OIA Submit for FINS Application Capture workflow is described in the surrounding text.

Workflow Description

This workflow performs the following actions:

  1. Call Process Submit. This step calls the OIA Submit Sub Process workflow.

  2. Get Param. This step calls the GetRequestParameter method from the OPA Interview Framework Service business service. This step contains all the parameter values for the current interview, which are saved to Siebel CRM. It returns Application Number, loginID and ApplicationRowID.

  3. Transform Data. This step calls the Execute method from the EAI Data Transformation Engine business service. The input argument to this method is the FINS OPA Account integration object. This method returns the FINS OPA Account integration object.

  4. Create Application. This step calls the Upsert method from the EAI Siebel Adapter business service. The input argument to this method is TransformedSubmitIO. This method returns Application Number.

  5. Add Id, Status, and Submitted By. This step calls the AddPropertiesToPropertySet method from the OPA Interview Framework Service business service. The input arguments to this method are the ApplicationIntegrationObject (SiebelMessage), ApplicationRowID, Application Number, application status, application submitted by, and PropertySetPath. This method adds the properties to the property set at the property set path and returns the updated property set as the UpdatedApplicationIntegrationObject (SiebelMessage).

  6. Update Application to Submitted. This step calls the UpsertRecord method from the PUB OPA Utilities Service business service. The input arguments to this method are BC name, BO Name, Search Spec, and Inputfield (Status & Submitted By). This method updates the status of Application to Submitted.

  7. EmptyResponse. This step calls the CreateEmptyPropSet method from the PRM ANI Utility Service business service.

  8. Update the Response. This step calls the Echo method from the Workflow Utilities business service.

  9. Convert Response to XML. This step calls the IntObjHierToXMLDoc method from the EAI XML Converter business service to convert the hierarchy of the Siebel integration object into an XML document.

  10. ResponseXML to IO. This step calls the XMLDocToIntObjHier method from the EAI XML Converter business service to convert the XML data to an integration object.

  11. Enable Snapshot Purge. This step determines whether Enable Snapshot Purge is True or False.

  12. Purge Snapshot. This step calls the PurgeSnapshot method of the PUB OPA Utilities Service business service. It queries the saved snapshot record from the database and deletes it. The input arguments to this method are BC Name, BO Name, and Search Spec.