About Serialization Rules

Siebel Public Sector can use configured serialization rules to stamp a new case with a unique, customized serial number. This serial number is generated from a combination of fields so that the numbers are meaningful to an agency. For example, in the case serial number NY-2B-296-3964041, the serial number denotes a geographic territory (NY for New York), a case category (2B for aggravated assault), and the case number (296-3964041).

Case serialization also serializes evidence, leads, and attachments associated with the case. Using the case serial number in the preceding example, the serial number generated for an evidence item might be NY-2B-296-3964041-296-3964055. The evidence item inherits the parent serial number and uses the evidence number for the evidence item.

Serial numbers for cases, leads, and evidence are generated automatically when the user saves a new record. In some instances, the user can also generate a serial number by clicking a Serial Number button, for example, in the Attachments view in Case List view of the Cases screen. For more information, see Adding Attachments to Cases.

To use the serialization feature for Siebel Public Sector, you must make sure that the PUB Enable Serialization system preference in the System Preferences view of the Administration - Application screen has a value of Y.

Siebel Public Sector provides several rules that you can configure to control the format of serial numbers on cases, leads, and evidence. The following table describes the preconfigured rules.

Rule	Description
Case Rule	Determines the serialization of cases. The Case Rule pulls the user’s entries from the Territory and Category fields in the Cases screen. For example, if the user selects New York as the territory for the case, then the category code NY is included as part of the generated case serial number. The information from the Territory and Category fields is stored in the HLS Case business component’s Territory Code and Category Code fields. The value in the Case Number field is also selected for this rule to add numbers at the end of the serial number. By default, the HLS Case business object is serialized as the parent object. The Case Rule is the parent rule for all the other rules. For more information, see Parent and Child Serialization Rules. This rule is triggered when the user successfully saves a new case record.
Case Lead Rule	Determines the serialization of leads associated with a case. This rule is a child of the parent Case Rule. It is triggered when the user successfully creates a new lead record, a task that includes selecting an associated case.
Case Evidence Rule	Determines the serialization of evidence associated with a case. This rule is a child of the parent Case Rule. It is triggered when the user successfully creates a new evidence record, a task that includes selecting an associated case.
Case Attachment Rule	Determines the serialization of attachments to case records. This rule is a child of the parent Case Rule. It is triggered when the user clicks the Serial Number button in the Attachments view in the Case List view of the Cases screen. For more information, see Adding Attachments to Cases.
Evidence Attachment Rule	Determines the serialization of attachments to evidence records. This rule is a child of the parent Case Rule. It is triggered when the user clicks the Serial Number in the Attachments view in the Evidence List view of the Evidence screen.
Lead Attachment Rule	Determines the serialization of attachments to lead records. This rule is a child of the parent Case Rule. It is triggered when the user clicks the Serial Number in the Attachments view in the Lead List view of the Leads screen.
Lead Sub-Lead Rule	Determines the serialization of leads associated with a parent lead. This rule is a child of the parent Case Rule. It is triggered when the user successfully creates a new sublead record, a task that includes selecting an associated case. The user performs this task in the Sub-Lead view in the Lead List view of the Leads screen.