About Application Upload
For a citizen’s contact record, the upload process replaces the field values in the Siebel Public Sector record with the field values in the application. For example, if a citizen’s last name changes because of marriage, then the upload process replaces the maiden name in the Siebel Public Sector contact record with the married name in the application.
For the records that are associated with the contact record (for example, expenses and income), the upload process determines the fields in the user key of the associated record. If the user who submits the application changes the values in the user key fields, and if these field values do not exist for the record that is associated with the contact record, then the upload process adds a new record in Siebel Public Sector. If the user who submits the application does not change the values in the user key fields but changes other field values for the record, then the upload process updates these other field values in the record instead of adding a new record in Siebel Public Sector.
For example, assume that the user key for the expense record includes only the expense type field. If a user enters a new expense type in an application, then the upload process adds a new expense record in Siebel Public Sector. If the user enters a previously submitted expense type in the application but changes the field values for the frequency and amount of the expense, then the upload process updates the frequency and amount fields in the expense record in the Siebel Public Sector record instead of adding a new expense record. Administrators can access the PUB Sample Upload Contact integration object in Siebel Tools to adjust the user key fields for records, or administrators can create a new integration object in Siebel Tools to set up new user key fields for records.
When you upload a benefits application, Siebel Public Sector performs the following steps:
Finds the master case record for the primary contact that is associated with the application. If no master case record exists for this contact, then creates this record.
Creates a child case record, if necessary, for the master case record.
Sets the Type field of the child case to a value of Other.
Sets the Category field of the child case to Benefit.
Populates the field values in Siebel Public Sector with the field values on the application. If an error occurs, then displays an error message and rescinds any changes made to field values in Siebel Public Sector.
Creates a time-stamped XML file that shows all the updates to the Siebel Public Sector field values.