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Understanding the Integration Between PeopleSoft CRM and PeopleSoft Campus Solutions

This topic discusses:

All search information is stored in the PeopleSoft CRM database. When an agent accesses the 360-Degree View page for a specific constituent, a secured synchronous request is sent to PeopleSoft CS.

When PeopleSoft CS validates the request, a response is sent to PeopleSoft CRM, and the information is used to display the 360-degree view of the employee. The EIP message is implemented by the SCC_CONSTITUENT Integration Broker service and its associated synchronous service operation and request and response messages.

See Understanding 360-Degree View Setup.

The system sends a secured sync request message from PeopleSoft CRM to PeopleSoft CS. The system validates the requestor's information before processing the request.

The request message contains this information:

  • EmplID (employee ID) from the 360-Degree View search page.

  • Checklist, Communications, and Comments (3C) option (to indicate if data for this section is being requested).

  • Admissions option (to indicate if data for this section is being requested).

  • Transfer Credits option (to indicate if data for this section is being requested).

  • Academics option (to indicate if data for this section is being requested).

  • Finances option (to indicate if data for this section is being requested).

  • Financial Aid option (to indicate if data for this section is being requested).

  • Transcript option (to indicate if data for this section is being requested).

  • Contributor Relations option (to indicate if data for this section is being requested).

  • Affiliations option (to indicate if data for this section is being requested).

  • Language Code.

    The language that the agent uses to log on to the application. The default value is (%language). PeopleSoft Campus Solutions retrieves information based on the language code in the request for internationalization support.

The sync response from PeopleSoft CS contains a response to the information provided in the request.

The response contains multiple rowsets that provide data for the summary (profile) section of the 360-degree view page and for all of the requested sections that are specific to the 360-Degree View for Higher Education (Checklist, Communications, and Comments; Admissions; Transfer Credits; Academics; Finances; Financial Aid; Transcript; Contributor Relations; and Affiliations).

Note: You must establish the same user IDs for both PeopleSoft CRM and PeopleSoft CS as well as grant security access to the information and enable single sign on in PeopleSoft CS. Depending on the setup in PeopleSoft CS, a user ID may not have access to all of the information.

When all data for a particular 360-degree view section originates from the same component in PeopleSoft CS and the user does not have security access to the component, the word Secured is displayed instead of showing the details for that section. However, if data for the section originates from different components and the user has access to some but not all of those components, all details in the section are displayed but the fields for which the user has no security will appear blank