Activating Integration Workflows

The Integration uses a number of workflows that must be activated in Siebel CRM before data synchronization can occur. The following procedure describes this task.

This task is a step in Process of Configuring Siebel Business Applications.

To activate the Integration workflows

1. Log in to the Siebel Financial Services application.

2. Navigate to the Administration-Business Process screen, then the Workflow Deployment view.

3. In the Repository Workflow Processes list, query the Name field for each of the Integration workflows.

4. For each of the workflows, select the record, and click Activate.

   Activate each of the following workflows in your Siebel application:

   • FINS BIB Account Info Update FC Workflow

   • FINS BIB Account Info Upsert SYNC Workflow

   • FINS BIB Account Limit Upsert SYNC Workflow

   • FINS BIB Activity Insert WF

   • FINS BIB Activity Upsert Workflow

   • FINS BIB Call Customer Info Update FAF Workflow

   • FINS BIB Call Lead Info Upsert Workflow

   • FINS BIB Contact Info Update FC Workflow

   • FINS BIB Contact Info Upsert SYNC Workflow

   • FINS BIB Contact Limit Upsert SYNC Workflow

   • FINS BIB Contract Upsert Workflow

   • FINS BIB Customer Info Create SYNC Workflow

   • FINS BIB Customer Info Inquiry Workflow

   • FINS BIB Customer Info Update FAF Workflow

   • FINS BIB Deposit Account Create Workflow

   • FINS BIB Deposit Account Update Workflow

   • FINS BIB Financial Transaction Populate VBC Workflow

   • FINS BIB GET Branch Loc

   • FINS BIB Lead Info Upsert Workflow

   • FINS BIB Loan Account Create Workflow

   • FINS BIB Loan Account Update Workflow

   • FINS BIB Offers Inquiry All Workflow

   • FINS BIB Populate Schedule VBC from Profile Attribute

   • FINS BIB Populate VBC from Profile Attribute

   • FINS BIB Remove Account To Customer Relationship

   • FINS BIB Remove Contact To Customer Relationship

   • FINS BIB Service Request Info Upsert FAF Workflow

   • FINS BIB Service Request Info Upsert SYNC Workflow

   • FINS BIB Service Request Query SYNC Workflow

   • FINS BIB Service Request Update Workflow

   • FINS BIB Set XML Msg to Profile

   • FINCORP BIB Deposit Account Info Upsert SYNC Workflow

   • FINCORP BIB Deposit Account Update FAF Workflow

   • FINCORP BIB Deposit Account Upsert FAF Workflow

   • FINCORP BIB Loan Account Info Upsert SYNC Workflow

   • FINCORP BIB Loan Account Update FAF Workflow

   • FINCORP BIB Loan Account Upsert FAF Workflow

   • Get Treatment Id

   For detailed information on activating workflows in a Siebel client, see Siebel Business Process Framework: Workflow Guide.