Workflows for Embedded Interviews for Siebel Mobile Application for Siebel Financial Services

The following group of workflows controls processing for Intelligent Advisor interview sessions on a Web site that features DIV-based embedded interviews in the Siebel Mobile application for Siebel Financial Services. This topic describes the following workflows:

• FINS Application Capture Oppty Creation Process Workflow

• FINS OPA Get Meta Data Service For Account Workflow

• FINS OPA Get Meta Data Service For Contact Workflow

• Go to OIA Interview View Workflow. Loads the interview view. See Siebel Self Service Administration Guide.

• OIA Get Checkpoint Workflow. Gets the checkpoint for an interview that is being resumed. See Siebel Self Service Administration Guide.

• OIA Load Workflow Process Workflow. Loads or pre-seeds the data for an interview. See Siebel Self Service Administration Guide.

• OIA Set Checkpoint Workflow. Performs an implicit save and creates a checkpoint from which an interview can be resumed later. See Siebel Self Service Administration Guide.

• OIA Submit For Contact FINS Need Analysis Workflow

• OIA Submit For FINS Application Capture Workflow

• OPA Submit For FINS Need Analysis Workflow

Note: Some of the workflows listed are also used by Siebel Public Sector Self Service. For more information about these workflows, see Siebel Self Service Administration Guide.