1. Finance Guide
  2. About Managing Oracle FLEXCUBE Universal Banking Companies

About Managing Oracle FLEXCUBE Universal Banking Companies

Corporate customers in Oracle FLEXCUBE Universal Banking are maintained as Companies in Siebel Finance. Oracle FLEXCUBE Universal Banking attributes and entities are displayed in views such as:

  • Universal More Info

  • Universal Summary View

  • Universal Contracts View

  • Company - Limit View

  • Company - Mandate View

The following operations can be performed in real-time to synchronize accounts between Siebel Finance and Oracle FLEXCUBE Universal Banking:

  • Companies are created in Siebel Finance when a corporate customer is created in Oracle FLEXCUBE Universal Banking.

  • A Company record is updated in Siebel Finance when a particular corporate customer is updated in Oracle FLEXCUBE Universal Banking and conversely.

  • Get the latest information for a Company from Oracle FLEXCUBE Universal Banking using the Refresh button available on the Universal More info and Universal Summary view.

  • Oracle FLEXCUBE Universal Banking can query for existing Company or Prospect information from Siebel Finance.

  • The Summary view can be used to view a Company's relationship with other entities.

Caution: This topic assumes you have renamed Siebel Account objects to Companies. By default, Siebel Finance installs using the term Accounts. For more information on renaming Siebel Account objects, see Siebel Database Upgrade Guide.