Oracle Intelligent Advisor Actions Implemented in Siebel CRM

Support is provided in Siebel CRM for the following Oracle Intelligent Advisor methods:

• For the Metadata service:

  • CheckAlive. Sends a response from the Intelligent Advisor Hub to the health-check (ping) Siebel Server via SOAP request.

  • GetMetadata. Prepares the response for the GetMetadata SOAP request from the Intelligent Advisor Hub and sends back the PUB Sample Intake Contact integration object.

• For the Interview service:

  • Load. Loads the Siebel metadata to support an interview session.

  • Save. Saves a completed interview.

  • SetCheckpoint. Sets a checkpoint for an interview to be paused.

  • GetCheckpoint. Gets a checkpoint for an interview to be resumed.

The Siebel CRM workflow processes use metadata from the Siebel database and from Siebel integration objects to manage these different phases of each interview session for the user.

The Intelligent Advisor Hub performs the following actions:

1. CheckAlive. Initiated by Intelligent Advisor Hub to check if a connection is alive.

2. Metadata Service. Requested by Intelligent Advisor for third party repository introspection. In this step, Intelligent Advisor queries for Siebel CRM metadata defined to support this interview.

3. Start Session. Requested by Siebel CRM to start a particular interview.

4. Load Session. From Intelligent Advisor to Siebel CRM to fetch required data to start the interview.

5. Save Session. From Intelligent Advisor to Siebel CRM to send required data to Siebel CRM to finish the interview.

6. Set Checkpoint. From Intelligent Advisor to Siebel CRM to save interview data in Siebel CRM.

7. Get Checkpoint. From Intelligent Advisor to Siebel CRM to fetch interview data from Siebel CRM to resume a paused interview.