1. CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide
  2. Account Transactions

Account Transactions

The Integration supports the synchronization of account transaction data between the applications. The following information applies to this integration point:

  • Direction of Synchronization. Oracle FLEXCUBE Universal Banking to Siebel CRM.

  • Data Synchronized. Financial account and customer.

  • Integration Object Names. UpdateLoanAccountEBM and UpdateDepositAccountEBM.

The following account transactions are initiated in Oracle FLEXCUBE Universal Banking and synchronized with Siebel CRM:

  • An assignment of a customer to a home loan account

  • An update to a demand deposit account to add a new title, for example, when a customer is added as a coholder to a savings account

  • An update to a demand deposit account to delete a title, for example, when a customer is removed as a coholder to a savings account