1. Applications Administration Guide
  2. Component Parameters and Data Flow

Component Parameters and Data Flow

The Siebel Intelligent Data Archival is a modular, microservices-driven framework that integrates seamlessly with the Siebel CRM application to perform secure, rule-based archival of data and attachments. The architecture leverages Siebel REST infrastructure, Helidon microservices for archival, summarization, and retrieval. Optional OCI AI/GenAI capabilities are also used to get the Intelligent Data Summary.

The high-level solution overview is depicted in the following diagram:

High Level Solution Overview

Summary of End-to-End Flow

  1. Rule Definition: Business Administrator defines archival rules in Siebel.

  2. Archival Trigger: Activating the Rule will store and schedule the rule from Helidon microservices.

  3. Microservice Invocation: Helidon Microservices perform Siebel REST API calls.

  4. Data Movement: REST response is read by Helidon which contains details of data/attachments from Siebel DB and File System.

  5. Archival Storage:Data is written back to configured archived destination.

  6. AI Summarization (Optional): OCI AI Summarisation feature is used to get data summary.

  7. Audit Logging: Archival activity is logged back in Siebel.

  8. Retrieval: End users retrieve summaries or complete records as needed.