Inquiries from Siebel CRM
The Integration supports inquiries started from Siebel CRM to retrieve customer, financial account, and contract information from Oracle FLEXCUBE Universal Banking. The following information applies to this integration point:
Direction of Synchronization. Siebel CRM to Oracle FLEXCUBE Universal Banking.
Data Synchronized. See the following table.
Integration Object Name. See the following table.
The entities for which Siebel CRM can issue inquiries to retrieve additional information from Oracle FLEXCUBE Universal Banking are as follows:
Contacts and Accounts
Customers in Oracle FLEXCUBE Universal Banking are mapped to Contacts (retail customers) and Accounts (corporate customers) in Siebel CRM. Non-Siebel CRM customer data from Oracle FLEXCUBE can be displayed in Siebel CRM.
Financial Accounts:
Current and savings accounts and related standing instructions
Retail deposits, which refer to term deposits and recurring deposits
Corporate deposits
Loans
Financial transactions
Siebel CRM does not maintain financial transactions data but retrieves this data from Oracle FLEXCUBE Universal Banking and displays it in the Siebel application user interface.
Contract
Siebel CRM retrieves contract data from Oracle FLEXCUBE Universal Banking and displays it in the Siebel application user interface.
For each Siebel CRM inquiry integration point, the following illustrated shows the integration objects used for the Integration and the data queried. For information about each of the integration objects, see EBM Mappings Used in Online Synchronization
| Integration Point | Integration Object Name | Data Queried |
|---|---|---|
Retrieves customer data from Oracle FLEXCUBE Universal Banking. |
QueryCustomerPartyEBM QueryCustomerPartyResponseEBM |
Customer |
Retrieves limit information from Oracle FLEXCUBE Universal Banking. |
QueryLineOfCreditEBM QueryLineOfCreditResponseEBM |
Limit |
Retrieves financial account (deposit) information from Oracle FLEXCUBE Universal Banking. Retrieves deposit account standing instruction information from Oracle FLEXCUBE Universal Banking. |
QueryDepositAccountEBM QueryDepositAccountResponseEBM |
Financial Account |
Retrieves financial account (loan) information from Oracle FLEXCUBE Universal Banking. |
QueryLoanAccountEBM QueryLoanAccountResponseEBM |
Financial Account |
Retrieves financial transactions from Oracle FLEXCUBE Universal Banking. |
QueryFinancialTransactionListEBM QueryFinancialTransactionListResponseEBM |
Financial Account |
Retrieves contract (bills and collections) information from Oracle FLEXCUBE Universal Banking. |
QueryDocumentaryCollectionEBM QueryDocumentaryCollectionResponseEBM |
Contract |
Retrieves contract (letters of credit) information from Oracle FLEXCUBE Universal Banking. |
QueryDocumentaryCreditEBM QueryDocumentaryCreditResponseEBM |
Contract |
Retrieves contract (bank guarantee) information from Oracle FLEXCUBE Universal Banking. |
QueryBankGuaranteeEBM QueryBankGuaranteeResponseEBM |
Contract |