Reverting to the Old Intelligent Advisor Integration Approach
As of Siebel CRM 22.4 Update, the new simpler embedded interview approach described in this chapter is enabled by default for Intelligent Advisor interviews, for sample rulebases in the Siebel Mobile application for Siebel Financial Services. If you want to revert to the old integration approach for Intelligent Advisor interviews (which was introduced in Siebel CRM 15.5), you can do so for the sample rulebases by modifying business component properties as described in this topic. You can also switch back to the new method by reversing these changes.
For information about how to do this task for Siebel Public Sector Self Service, see Siebel Self Service Administration Guide.
Reverting to the Old Approach for Sample Rulebases: FINS Needs Analysis Business Component
The following table shows the user property values to change on the FINS Needs Analysis business component to revert to the old approach for integrating Intelligent Advisor interviews for sample rulebases. To revert to the old approach, change all user property values listed back to the values for the old approach.
| User Property Name | Value for Old Approach | Value for New Approach |
|---|---|---|
|
BCPreseedField1 |
Rulebase:FINS Needs Analysis.Rule Base |
ObjectId:FINS Account - Mobile.Id |
|
BCPreseedField2 |
SeedAccountId:FINS Account - Mobile.Id |
ApplicationRowID:FINS Account - Mobile.Id |
|
Named Method |
"StartFINSInterview", "INVOKE", "FINS Needs Analysis" |
"StartFINSInterview", "INVOKE", "FINS Needs Analysis" |
|
Named Method 1 |
"StartInterview", "INVOKESVC", "FINS Needs Analysis", "OPA Interface Service", "InvokeWorkflow", "'Rulebase'", "[Rule Base]", "'GotoViewName'", "'FINS Application View - Mobile'", "'Parent View'", "'Account'", "'WorkflowName'", "'FINS OPA Integration Workflow'", "'CloseBtnLOV'", "'SBL_OPA_CLOSE_BTN'" |
<not used> |
|
WFInputArgs1 |
Business Service:OPA Interview Framework Service |
Business Service:OPA Interview Framework Service |
|
WFInputArgs2 |
Method:InvokeWorkflow |
Method:ResumeWebDeterminationInterview |
|
WFInputArgs3 |
GotoViewName:FINS Account Recommendation View - Mobile |
GotoViewName:FINS Account OPA Interview Service View |
|
WFInputArgs4 |
WorkflowName:FINS Needs Analysis Account Main Workflow |
<not used> |
|
WFInputArgs5 |
MappingName:FINSCheckingAccountMappings |
<not used> |
|
WFInputArgs6 |
<not used> |
workflowName:Go To OIA Interview View |
Reverting to the Old Approach for Sample Rulebases: FINS Needs Analysis Contact Business Component
The following table shows the user property values to change on the FINS Needs Analysis Contact business component to revert to the old approach for integrating Intelligent Advisor interviews for sample rulebases. To revert to the old approach, change all user property values back to the values for the old approach.
| User Property Name | Value for Old Approach | Value for New Approach |
|---|---|---|
|
BCPreseedField1 |
Rulebase:FINS Needs Analysis Contact.Rule Base |
ObjectId:FINS Contact - Mobile.Id |
|
BCPreseedField2 |
SeedContactId:FINS Contact - Mobile.Id |
<not used> |
|
Named Method |
"StartFINSInterview", "INVOKE", "FINS Needs Analysis Contact" |
"StartFINSInterview", "INVOKE", "FINS Needs Analysis Contact" |
|
Named Method 1 |
"StartInterview", "INVOKESVC", "FINS Needs Analysis", "OPA Interface Service", "InvokeWorkflow", "'Rulebase'", "[Rule Base]", "'GotoViewName'", "'FINS Application View - Mobile'", "'Parent View'", "'Contact'", "'WorkflowName'", "'FINS OPA Integration Workflow'", "'CloseBtnLOV'", "'SBL_OPA_CLOSE_BTN'" |
<not used> |
|
WFInputArgs1 |
Business Service:OPA Interview Framework Service |
Business Service:OPA Interview Framework Service |
|
WFInputArgs2 |
Method:InvokeWorkflow |
Method:ResumeWebDeterminationInterview |
|
WFInputArgs3 |
GotoViewName:FINS Contact Recommendation View - Mobile |
GotoViewName:FINS Contact OPA Interview Service View |
|
WFInputArgs4 |
WorkflowName:FINS Needs Analysis Contact Main Workflow |
<not used> |
|
WFInputArgs5 |
MappingName:FINSCheckingContactMappings |
<not used> |
|
WFInputArgs6 |
<not used> |
workflowName:Go To OIA Interview View |
Reverting to the Old Approach for Sample Rulebases: FINS Opportunity Mobile Business Component
The following table shows the Named Method 1 user property value to change on the FINS Opportunity Mobile business component to revert to the old approach for integrating Intelligent Advisor interviews for sample rulebases. To revert to the old approach, change the user property value back to the value for the old approach.
| Value for Old Approach | Value for New Approach |
|---|---|
|
"ResumeFINSApplCap", "INVOKESVC", "Opportunity", "OPA Interview Framework Service", "InvokeWorkflow", "'GotoViewName'", "'FINS Account Application View - Mobile'", "MappingName", "'FINSApplicationCaptureMappings'", "OpptyId", "[Id]", "Action", "RestoreSession", "SeedAccountId", "[Account Id]", "'Rulebase'", "'ApplicationCapture'" |
"ResumeFINSApplCap", "INVOKESVC", "FINS Opportunity Mobile", "OPA Interview Framework Service", "ResumeWebDeterminationInterview", "workflowName", "Go To OIA Interview View", "GotoViewName", "FINS OPA Application Capture View DIV Based", "ApplicationRowID", "[Id]", "SeedAccountId", "[Account Id]", "'Action'", "'RestoreSession'", "'OIAParams'", "'ApplicationRowID|SeedAccountId|Action'" |
Reverting to the Old Approach for Sample Rulebases: FINS Product Business Component
The following table shows the user property values to change on the FINS Product business component to revert to the old approach for integrating Intelligent Advisor interviews for sample rulebases in the Siebel Mobile application for Siebel Financial Services. To revert to the old approach for the sample rulebases, change all user property values back to the values for the old approach.
| User Property Name | Value for Old Approach | Value for New Approach |
|---|---|---|
|
Named Method |
<not used> |
"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'" |
|
Named Method 8 |
"StartApplCapture", "INVOKESVC", "FINS Product", "OPA Interview Framework Service", "InvokeWorkflow", "SeedAccountId", "[Acc Id]", "SeedLeadId", "[Lead Id]", "SeedProductId", "[Id]", "'MappingName'", "'FINSApplicationCaptureMappings'", "'Rulebase'", "'ApplicationCapture'", "'GotoViewName'", "'FINS Account Application View - Mobile'", "SeedProductName", "[Name]" |
<not used> |