Customer Transactions
The Integration supports the synchronization of updates to customer data made in either Siebel CRM or Oracle FLEXCUBE Universal Banking. The following information applies to this integration point:
Direction of Synchronization. Bidirectional.
Data Synchronized. Customer.
Integration Object Name. UpdateCustomerPartyEBM.
Customer and customer relationship data is synchronized between the applications as follows:
Customer data
Updates to the following customer data can be made in either Siebel CRM or Oracle FLEXCUBE Universal Banking; the following changes in one application are synchronized with the other application:
Changes to customer names
Changes to contact and account addresses
Status changes
Changes to other customer data that is common between Oracle FLEXCUBE Universal Banking and Siebel CRM
Updates to Know Your Customer (KYC) data in Oracle FLEXCUBE Universal Banking are synchronized with Siebel CRM
Relationship data:
Customer relationships created or updated in Siebel CRM are synchronized with Oracle FLEXCUBE Universal Banking.
Changes to the relationship type values, for example, father or spouse, are made in Siebel CRM and are synchronized with Oracle FLEXCUBE Universal Banking.
Changes to customer-to-customer relationships that exist in both applications are synchronized with the other application.