1. Mobile Guide: Connected
  2. OPA Submit For FINS Need Analysis Workflow

OPA Submit For FINS Need Analysis Workflow

This workflow manages an interview session from Intelligent Advisor for a particular type of needs analysis for an account. The following figure shows this workflow. This workflow:

  • Is called from the following Business Component: FINS Needs Analysis.

  • Contains the following Business Component User Property:

    Name: Named Method

    Value: "StartFINSInterview", "INVOKE", "FINS Needs Analysis"

OPA Submit For FINS Need Analysis is the driver workflow to start a needs analysis for an account. A customer calls the OPA Submit For FINS Need Analysis workflow by selecting an option (a type of needs analysis) in the Needs Analysis applet on the Account 360 View of the Siebel Mobile application for Siebel Financial Services.

The OPA Submit For FINS Need Analysis 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. Create Application. This step calls the Upsert method from the EAI Siebel Adapter business service. The input arguments to this method are TransformedSubmitIO. The method returns the application number.
  3. EmptyResponse. This step calls the CreateEmptyPropSet method from the PRM ANI Utility Service business service.
  4. Update the Response. This step calls the Echo method from the Workflow Utilities business service. This step is used to update the ApplicationRowID in the Need analysis for Account.
  5. 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.
  6. 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.