UpdateCustomerPartyEBM

UpdateCustomerPartyEBM is used to:

  • Update Know Your Customer (KYC) data in Siebel CRM

  • Convert prospect to customer in Siebel CRM

  • Update customer name in Siebel CRM

  • Update customer address in Siebel CRM

Operation

Update

Service Consumer

Oracle FLEXCUBE Universal Banking

Service Provider

Siebel CRM

EBM Request Operational Element

UpdateCustomerPartyEBM

The following information lists the mapping information for the UpdateCustomerPartyEBM.

XML Path Oracle FLEXCUBE Service Name Oracle FLEXCUBE Interface Object Oracle FLEXCUBE Interface Column Siebel Contact Business Compon-ent Siebel Contact Field Siebel Account Business Compon-ent Siebel Account Field

/Identification /ID

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICA TION/FCUBS_ NOTIF_IDENTIFIER/Customer-Full/CUSTNO

Contact

Integration Id

Account

Integra-tion Id

/Identification /Application ObjectKey/ID

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_ NOTIF_IDENTIFIER/Customer-Full/XREF

Contact

Id

Account

id

/PartyLocation /Location Reference /Address/Line One

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN1

CUT Address

Street Address

CUT Address

Street Address

/PartyLocation /Location Reference/Address/Line Two

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN2

CUT Address

Street Address 2

CUT Address

Street Address 2

/PartyLocation /Location Reference /Address/Line Three

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN3

CUT Address

City

CUT Address

City

/PartyLocation /Location Reference/Address/Line Four

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/ADDRLN4

Not applicable

Not applicable

Not applicable

Not applicable

/PartyLocation /Location Reference/Address/CountryCode

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/COUNTRY

CUT Address

Country

CUT Address

Country

/Person/Nationality CountryCode

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/NLTY

Contact

Citizenship

Not applicable

Not applicable

/Person /Deceased Indicator

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/DEAD

Contact

Deceased Flag

Not applicable

Not applicable

/Person /PersonName /FirstName

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/FSTNAME

Contact

First Name

Not applicable

Not applicable

/Person /PersonName /MiddleName

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/MIDNAME

Contact

Middle Name

Not applicable

Not applicable

/Person/PersonName/FamilyName

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/LST NAME

Contact

Last Name

Not applicable

Not applicable

/Person/PersonName/Title

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/TITLE

Contact

M/M

Not applicable

Not applicable

/Person/PersonName/Alias

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/SNAME

Contact

Alias

Not applicable

Not applicable

/Organization/Name

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custcorp/CORPNAME

Not applicable

Not applicable

Account

Name

/Organization /HomeCountry Code

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/NLTY

Not applicable

Not applicable

BIB Account BC

Country of Incorpora-tion

/Organization/BankBranch Reference/BankBranch Identification/ID

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/LBRN

Not applicable

Not applicable

BIB Account BC

Branch Code

/LevelCode

NA

NA

Values will be PROSPECT,CUSTOMER

Contact

Status

Account

Account Status

/TaxCode

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/TAXGROUP

Contact

Tax Code

BIB Account BC

Tax Code

/Customer PartyCredit Profile/Credit RatingCode

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/CRRATE

BIB Contact BC

Credit Rating

Account

Credit Rating

/PartyRelated Party/PartyRelated PersonParty /PersonParty Reference /Party Identification/ID

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custaccdet/Relation ship-Linkage/CUSTOMER

Not applicable

Not applicable

Not applicable

Not applicable

/PartyRelated Party/PartyRelated PersonParty/PersonParty Reference/Party Identification /Application ObjectKey/ID

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custaccdet/Relation ship-Linkage/XREF

Party Relation-ship To

Related Party Id

Party Relation-ship To

Related Party Id

/PartyRelated Party /PartyRelated PersonParty /PersonParty Reference /Party Identification /Application ObjectKey/ContextID

Not applicable

Not applicable

Values provided are I,C (Individual,Corporate)

Not applicable

Not applicable

Not applicable

Not applicable

/PartyRelated Party/Party Relationship/Relationship Code

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custaccdet/Relation ship-Linkage/RELATION SHIP

Party Relation-ship To

Relation- ship Type

Party Relation-ship To

Relation- ship Type

Not provided by Oracle FLEXCUBE Universal Banking.

Not applicable

Not applicable

Not applicable

Party Relation- ship To

Calculated Related Party Type

Party Relation- ship To

Calculated Related Party Type

/Customer PartyFinancial ServiceProfile /Financial Institution Branch BusinessUnit Reference/BusinessUnit Identification /iD

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/LBRN

BIB Contact BC

Branch Id

Not applicable

Not applicable

/Customer PartyFinancial ServiceProfile /Relationship PricingAllowed Indicator

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/RPCUST

BIB Contact BC

RP Customer

BIB Account BC

Relation-ship Pricing Customer Flag

/Person/ MinorIndicator

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/MINOR

BIB Contact BC

Minor Indicator

Not applicable

Not applicable

/Organization/Organization Financial Statement/Organization Financial Number/Amount

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custcorp/NETWORTH

Not applicable

Not applicable

BIB Account BC

Customer Networth Amount

/Person/Person FinancialProfile/Financial Profile/Status /Code

/Organization /Organization FinancialProfile/Financial Profile/Status /Code

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/KYCSTAT

BIB Contact BC

KYC Status

BIB Account BC

KYC Status Flag

/Organization/ShortName

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/SNAME

Not applicable

Not applicable

Account

Alias

/Customer PartyFinancial ServiceProfile/AntiMoney Laundering CheckRequiredIndicator

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/AMLREQD

BIB Contact BC

AML Required

BIB Account BC

AML Required Flag

/Person/Person FinancialProfile/Financial Profile/Status/SubStatusCode

/Organization/Organization FinancialProfile/Financial Profile/Status/SubStatusCode

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/FROZEN

BIB Contact BC

Frozen

BIB Account BC

Frozen Flag

/Status/SubStatusCode

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/WHRUNKN

BIB Contact BC

Where-abouts Unknown

BIB Account BC

Where-abouts Unknown Flag

/PartyRelated Party/PartyRelated PersonParty/PersonParty Reference/PersonName/FullName

FCUBS Customer Service

ST-Modify Customer -Notify -MSG.xsd

FCUBS_ NOTIFICATION/FCUBS_NOTIF_IDENTIFIER/Customer-Full/Custpersonal/GUARDIAN

BIB Contact BC

Guardian Name

Not applicable

Not applicable

/Customer PartyCredit Profile/Identification /ID

EL Customer LiabService

GE-Liability Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/LIABLITY NO

BIB Contact BC

Liability Number

BIB Account BC

Liability Number

/Customer PartyCredit Profile/CreditLimit Amount

EL Customer LiabService

GE-Liability Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/OVERALL LIMIT

BIB Contact BC

Overall Limit Amount

BIB Account BC

Overall Limit Amount

/Customer PartyCredit Profile /CurrencyCode

EL Customer LiabService

GE-Liability Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/LIABLITY CCY

BIB Contact BC

Limit Currency Code

BIB Account BC

Limit Currency Code

/Customer PartyCredit Profile/TotalUtilized LineOfCredit Amount

EL Customer LiabService

GE-Liability Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full /UTILISA TIONAMT

BIB Contact BC

Total Utilized Amount

BIB Account BC

Total Utilized Amount

/Customer PartyCredit Profile/LastCredit ReviewDate

EL Customer LiabService

GE-Liability Create-Req-Full-MSG.xsd

GEM_REQ_ENV/GEM_BODY/Liablity-Full/REVISION DATE

BIB Contact BC

Revision Date

BIB Account BC

Revision Date