Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• Whats New In Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide, Siebel CRM 20.1 Update
• What's New In Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide, Siebel CRM 19.1 Update

2 Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

• Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking
• Overview of Siebel CRM Integration to Oracle FLEXCUBE Universal Banking
  • Batch Data Synchronization
  • Online Data Synchronization
• Business Process Integration Points
• Solution Assumptions and Constraints
• Software Requirements
• Related Documentation
  • Siebel CRM Documentation
  • Oracle FLEXCUBE Universal Banking Documentation
  • Oracle Data Integrator Documentation
  • Oracle Fusion Middleware Application Integration Architecture Foundation Pack Documentation

3 Installing and Configuring the Integration

• Installing and Configuring the Integration
• Roadmap for Installing and Configuring the Integration
• Accessing the Integration Files
• Installing Oracle Data Integrator
• Process of Importing the Integration Repository Files in an Oracle Data Integrator Development Environment
  • Importing the Master Repository for the Integration
  • Creating a Work Repository
  • Importing the Work Repository for the Integration
• Process of Configuring Oracle Data Integrator in a Development Environment
  • Connecting to the Oracle FLEXCUBE Universal Banking and Siebel CRM Databases
    • Creating the Database Link
    • Configuring Oracle Data Integrator to Connect to the Oracle FLEXCUBE Universal Banking Database
    • Configuring Oracle Data Integrator to Connect to the Siebel Database
• Configuring a Context for the Integration
• Configuring Integration Variables
• Generating Scenarios for Integration Packages
• Process of Implementing the Integration in an Oracle Data Integrator Production Environment
  • Importing Scenarios to the Production Environment
    • Transferring Scenarios Between Repositories
    • Modifying Scenario Variables in the Production Environment
• Process of Configuring Siebel Business Applications
  • Configuring the Workflow Monitor Agent
    • Creating a Workflow Monitor Agent to Monitor Customer Workflow Policies
    • Configuring the Workflow Monitor Agent BIB Customer Component
  • Configuring the Workflow Process Manager Component
  • Configuring JMS for Outbound Web Services Using Advanced Queuing
    • Installing and Configuring the Java Environment
    • Configuring and Testing the EAI JMS Transport Business Service
    • Updating Queue and Connection Factory Details for Outbound Web Services
  • Modifying Lists of Values
  • (Optional) Setting Up Additional Product Features
  • Activating Integration Workflows
  • Configuring Outbound Web Services
  • Setting System Preferences
• Configuring Oracle FLEXCUBE Universal Banking Integration Components

4 Performing Batch Data Loading and Synchronization

• Performing Batch Data Loading and Synchronization
• About Batch Data Loading and Synchronization
• Performing Batch Data Loading
• Performing Siebel Configuration Tasks After Importing Batch Data
• Batch Loading of Customer and Financial Account Data
• Updating Batch Data Periodically

5 About the Integration

• About the Integration
• About Online Data Synchronization
  • Synchronous Inbound Web Services
  • Synchronous Outbound Web Services
  • Fire-and-Forget Inbound Web Services
  • Fire-and-Forget Outbound Web Service
• Data Integration Points
  • Customer Data Integration
  • Limit Data Integration
  • Financial Account Data Integration
  • Contract Data Integration
  • Offer Data Integration
  • Lead Data Integration
  • Service Request Data Integration
  • Activity Data Integration
  • Product Data Integration
  • Branch Data Integration
  • Mandate Data Integration
• Business Process Integration Points
  • Inquiries from Siebel CRM
  • Inquiries from Oracle FLEXCUBE Universal Banking
  • Origination of Customers and Financial Accounts
  • Customer Transactions
  • Account Transactions
  • Creation of Leads
  • Service Requests
  • Creation of Activities

6 Troubleshooting the Integration

• Troubleshooting the Integration
• Siebel CRM Log Files
• How Siebel CRM Handles Errors During Online Data Synchronization
  • Online Data Synchronization Log Files
• Siebel Log Files During Batch Data Loading
• Errors Generated by Oracle FLEXCUBE Universal Banking

7 Customizing the Integration

• Customizing the Integration
• About Customizing the Integration
• Overview of Oracle AIA Direct Integration
• Planning the Integration Customization
• Process of Customizing the Integration
• Installing the Oracle AIA Foundation Pack Enterprise Object Library
• Importing EBMs into Siebel Tools
  • Preparing to Import the Enterprise Objects to Siebel Tools
  • Importing the EBM Files to Siebel Tools
• Updating Data Transformation Files
  • Example of an XSLT File Created For a New Entity
• Deploying a Customized Workflow
• Editing the WSDL Files
  • Example of an Edited WSDL File for the Loan Account Entity
• About Customizing Web Services
  • About Inbound Fire-and-Forget Web Services
  • Web Service Error Handling

8 Sample Workflow Files

• Sample Workflow Files
• FINCORP BIB Loan Account Upsert FAF Workflow.xml
• FINS BIB Loan Account Create Workflow.xml

9 Data Mappings to Siebel EIM Tables

• Data Mappings to Siebel EIM Tables
• About Mapping Tables
• Mapping of Branch Data to Siebel CRM
• Mapping of Product Data to Siebel CRM
• Mapping of Product Rate Data to Siebel CRM
• Mapping of Limit Data to Siebel CRM
• Mapping of Mandate Data to Siebel CRM
• Mapping of Contract Data (Bills and Collections) to Siebel CRM
• Mapping of Contract Data (Letters of Credit) to Siebel CRM

10 EBM Mappings Used in Online Synchronization

• EBM Mappings Used in Online Synchronization
• CustomerPartyEBM
  • CreateCustomerPartyEBM
    • CreateCustomerPartyEBM
    • CreateCustomerPartyResponseEBM
  • QueryCustomerPartyEBM
    • QueryCustomerPartyEBM
    • QueryCustomerPartyResponseEBM
  • QueryCustomerPartyListEBM
    • QueryCustomerPartyListEBM
    • QueryCustomerPartyListResponseEBM
  • UpdateCustomerPartyEBM
• QueryLineOfCreditEBM
  • QueryLineOfCreditEBM
  • QueryLineOfCreditResponseEBM
• QueryDocumentaryCollectionEBM
  • QueryDocumentaryCollectionEBM
  • QueryDocumentaryCollectionResponseEBM
• QueryDocumentaryCreditEBM
  • QueryDocumentaryCreditEBM
  • QueryDocumentaryCreditResponseEBM
• QueryBankGuaranteeEBM
  • QueryBankGuaranteeEBM
  • QueryBankGuaranteeResponseEBM
• QueryMarketingOfferEBM
  • QueryMarketingOfferEBM
  • QueryMarketingOfferResponseEBM
• CreateSalesOpportunityEBM
• ServiceRequestEBM
  • CreateServiceRequestEBM
    • CreateServiceRequestEBM
    • CreateServiceRequestResponseEBM
  • UpdateServiceRequestEBM
  • QueryServiceRequestListEBM
    • QueryServiceRequestListEBM
    • QueryServiceRequestListResponseEBM
• CreateCustomerInteractionEBM
• Deposit AccountEBM
  • CreateDepositAccountEBM
  • UpdateDepositAccountEBM
  • QueryDepositAccountEBM
    • QueryDepositAccountEBM
    • QueryDepositAccountResponseEBM
• QueryFinancialTransactionListEBM
  • QueryFinancialTransactionListEBM
  • QueryFinancialTransactionListResponseEBM
• Loan AccountEBM
  • CreateLoanAccountEBM
  • UpdateLoanAccountEBM
  • QueryLoanAccountEBM
    • QueryLoanAccountEBM
    • QueryLoanAccountResponseEBM