Seibel CRM Integration Interface Version-11.0 9NT1316
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1. example the Bought_Currency and the Sold_Currency fields can be clubbed under a tag named as CcyType Rule The rule governing a translation You can choose one of the following e Default e Translate Choosing the Default option means that you need to specify the default value for a specific Tag Type 2 7 ORACLE If you choose the Translate option you need to specify the external value and the internal value of a particular Tag Type The external value pertains to the value coming from Oracle FLEXCUBE and the internal value is the corresponding value in the Common Object format Default Value If your chosen translation rule is Default you need to specify the default value for a particular Tag Type The Ext Value and the Int Value fields get disabled if you choose the translation rule as Default Ext Val If your chosen translation rule is Translate you need to specify the external value of a particular Tag Type The external value pertains to the value coming from Oracle FLEXCUBE STOP Here the Default Value field remains disabled Int Val If your chosen translation rule is Translate you need to specify the internal value of a particular Type This internal value is the value of the corresponding Tag Type in the Common Object format Here the Default Value field remains disabled Note that2. if a translation maintenance has to be done for different operations say for example customer creation customer modification etc then different maintenances need to be done separately 2 8 ORACLE ORACLE Seibel CRM Integration Interface January 2010 Version 11 0 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 U S A Worldwide Inquiries Phone 1 650 506 7000 Fax 1 650 506 7200 www oracle com financial_ services Copyright 2010 Oracle Financial Services Software Limited All rights reserved No part of this work may be reproduced stored in a retrieval system adopted or transmitted in any form or by any means electronic mechanical photographic graphic optic recording or otherwise translated in any language or computer language without the prior written permission of Oracle Financial Services Software Limited Due care has been taken to make this document and accompanying software package as accurate as possible However Oracle Financial Services Software Limited makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage caused to the user by the direct or indirect use of this document and the accompanying Software System Furthermore Oracle Financial Services Software Limited reserves the right to alter modify or otherwise change in any manner the content hereof without obligation of Oracle Financial Servi
3. Seibel CRM Integration Interface Version 11 0 INT1316 ORACLE FCUBSV UM 11 0 0 0 0 0 0 January 2010 Oracle Part Number 51573 01 ORACLE FINANCIAL SERVICES ORACLE Document Control Author Documentation Team Group UBPG Created on October 01 2008 Revision No Final Oe Updated by Documentation Team Reviewed Development Approved by Software Quality Testing teams Assurance Team Updated on January 04 2010 Reviewed on January 04 Approved on January 04 2010 2010 ORACLE Seibel CRM Integration Interface Table of Contents L ABOUT THIS MANUA Decon a aaa a a 1 1 1 1 WI TON na ETE E EAE E E TE EA E EE 1 1 1 2 ACRONYMS AND ABBREVIATIONS ccscsccsceccsceccscsccscsccscscascscascscesescscescscescscscscasescasescsseecssescssescssescscasenees 1 1 1 3 GLOSSARY OF ICONS NEEE EEEN 1 1 2 ORACLE FLEXCUBE SIEBEL CRM INTEGRATION ssssesesecseseoccsesccsesesecsesesceseseosesesecsessesessosesesees 2 1 21 INTRODUCTION 2 1 22 ORACLE FLEXCUBE SIEBEL CRM INTEGRATION ccccecesceccececscececcsceccecucescecescecescectscecesescesesceseecs 2 1 22d OE TACAT aE A 2 1 ORACLE 1 About this Manual 1 1 Introduction This manual outlines the requirements to support the integration of the Siebel FINS CRM product with Oracle FLEXCUBE This manual provides you pertinent explanations about the various maintena
4. _IC_CHG_ FCUBSAccClassService QueryAccount When a charge class is modified Oracle 2 5 ORACLE CLASS triggers this notification In response the adapter issues a query on the account class NOTIF_CA_ACCL FCUBSAccClassService QueryAccount When an account ASS UDE Class class UDE maintenance is modified Oracle FLEXCUBE triggers this notification In response the adapter issues a query on the account class NOTIF_IC_UDEV FCUBSAccClassService QueryAccount When interest rate ALS MOD Class details are modified Oracle FLEXCUBE triggers this notification In response the adapter issues a query on the account class NOTIF_CL_PRO FCUBSCLProdService QueryCLProd When a new CL DUCT product is created Oracle FLEXCUBE triggers this notification In response the adapter issues a query on the CL product Each of the above notifications maps to a corresponding Oracle FLEXCUBE Service and Operation code In case of Siebel the above table gives the mapping On receipt of any one of the above notifications the adapter builds an XML query message corresponding to the service and operation to the response The response message sent by Oracle FLEXCUBE is sent back to Siebel You need to refer to the document on message documentation for relevant information on the pertinent operations 2 6 ORACLE 2 2 1 4 Siebel Out Adapter Value Translation Th
5. as happened in Oracle FLEXCUBE Each of the notifications is uniquely identified by what is called a notification code which occurs in the notification message as one of the tags 2 4 ORACLE The Siebel out adapter is currently designed to handle the following notifications Notification Service Operation Comment Code NOTIF_IC_UDEV FCUBSAccClassService QueryAccount When new interest ALS NEW Class rate details are maintained Oracle FLEXCUBE triggers this notification In response the adapter issues a query pertaining to the Account class NOTIF_CA_ACCL FCUBSAccClassService QueryAccount Any change in ASS MOD Class Account class details triggers off this notification In response the adapter issues a query pertaining to the account class NOTIF_CA_CUST FCUBSAccService QueryCustAc When the status of an ACC_STAT C account is changed Oracle FLEXCUBE triggers this notification In response the adapter issues a query pertaining to the account details CUST FCUBSAccService QueryCustAc When anew account C is created Oracle FLEXCUBE triggers this notification In response the adapter issues a query pertaining to the account details NOTIF_IC_CHG_ FCUBSAccClassService QueryAccount When a new charge CLASS_NEW Class class is maintained Oracle FLEXCUBE triggers this notification In response the adapter issues a query on the account class NOTIF
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7. e values sent by Oracle FLEXCUBE in its own XML format and the corresponding values in an external system may be different So a value translation needs to done for some of the tags There are two types of translation e Setting Default value e Translating from one value to another The translation has to be maintained at an operation level As an example you can take CreateCust for a Customer creation request You maintain such value translation details through the Siebel Value Translation for Outgoing Message screen The screen is shown below Th Siebel Value Translation for Outgoing Message Operation CcyType Rule Translate Default Value Int value SD Ext Value WOO Input Bay Date Time Fath By Date Time ITR fo3 JUL 2000 14 28 11 fi Open Authorised x Here you specify the following Operation Name Specify the relevant operation name As an example a particular translation maintenance could be for a customer creation So you need to enter CreateCust here Tag Type This pertains to a group of related fields under a particular type As an example consider a tag type say CcyType currency type You could be having a Bought_Currency field and a Sold_Currency field within a request message Instead of maintaining translation details against each field related fields are clubbed under a particular tag type So in our
8. ernal systems can communicate with the Oracle FLEXCUBE backend Siebel provides a common integration interface called the Common Objects CO which is XML based and through which it interfaces with any external system Hence all messages exchanged between Oracle FLEXCUBE and Siebel and vice versa are in an XML format that is published by Siebel in the Common Object format 2 1 ORACLE Since the formats of the message published by Oracle FLEXCUBE for all the operations are different from the Common Object format a middle layer interface does the conversion between the two formats This middle layer is called the adapter There are two types of adapters e An adapter for handling the incoming requests from Siebel and sending appropriate response messages e An adapter for handling the notification messages from FCUBS A brief explanation about the two adapters is given below 2 2 1 1 Incoming Adapter This adapter is a set of synchronous Webservices which is based on the WSLDs that are published for Oracle FLEXCUBE Siebel CRM Integration The functionality of the incoming adapter 15 to receive a request message from Siebel in the common object format and do the following e Transform the message from the common object to the standard FCUBS format e Translate the values in the request XML which may be in common object format to FCUBS format e Call the appropriate 5 Web Service to perform the operation The Siebel in adapter is c
9. m an external system and the internal value is the value to which this external value needs to be mapped to Default Value If your chosen translation rule is Default you need to specify the default value for a particular Tag Type The Ext Value and the Int Value fields get disabled if you choose the translation rule as Default Ext Val If your chosen translation rule is Translate you need to specify the external value of a particular Tag Type The external value pertains to the value coming from an external system STOP Here the Default Value field remains disabled Int Val If your chosen translation rule is Translate you need to specify the internal value of a particular Tag Type The internal value pertains to the value to which an external value for a particular tag type needs to be mapped to Here the Default Value field remains disabled Note that if a translation maintenance has to be done for different operations say for example customer creation customer modification etc then different maintenances need to be done separately 2 2 1 3 Outgoing Adapter This adapter handles the notification messages generated by Oracle FLEXCUBE on certain events The notification messages are put into the respective queues of the external system adapter These notifications are generated as per specific XML message formats indicating that a particular event h
10. nces required for the smooth exchange of data between Oracle FLEXCUBE and a Siebel CRM system Besides this User Manual while maintaining the interface related details you can invoke the context sensitive help available for each field This help encapsulates the purpose of each field within a screen Placing the cursor on the relevant field and striking the lt F1 gt key on the keyboard can obtain information specific to a particular field 1 2 Acronyms and abbreviations FCUBS Oracle FLEXCUBE Universal Banking Software Customer Relationship Management 1 3 Glossary of Icons This User Manual may refer to all or some of the following icons eons Function ai ua BP OM Co 8 L T 1 1 ORACLE Liquidate Sign off Add Refer the Procedures User Manual for further details about the icons 1 2 ORACLE 2 Oracle FLEXCUBE Siebel CRM Integration 21 Introduction Siebel CRM is an application through which information relating to a customer is captured These could be from the creation of a customer profile to creating and operating various financial products available with your bank These requests are captured in Siebel and sent to Oracle FLEXCUBE which is the backend processor for further processing Broadly there are two facets e Request messages from Siebel to Oracle FLEXCUBE This includes the following Creation of a customer Modification of a customer Creation of a customer acco
11. slation for Incoming Message screen Th Siebel Value Translation for Incoming Message Operation Mame CreateCust Tag Type CcyType Rule Translate r Default Value Ext Value 000 Int value Lo Input Date Time Fath Date Time wod ITR fo3 JUL 2000 12 48 02 fi Open Authorised x Here you specify the following Operation Name This is the FCUBS operation code As an example particular translation maintenance could be for a customer creation So you need to enter CreateCust here Tag Type This pertains to a group of related fields under a particular type As an example consider a tag type say CcyType currency type You could be having a Bought_Currency field and Sold Currency field within a request message Instead of maintaining translation details against each field related fields are clubbed under a particular tag type So in our example the Bought_Currency and the Sold_Currency fields can be clubbed under a tag named as CcyType 2 3 ORACLE The rule governing translation You can choose one of the following e Default e Translate Choosing the Default option means that you need to specify the default value for a specific Tag Type If you choose the Translate option you need to specify the external value and the internal value of a particular Tag Type The external value pertains to the value coming fro
12. unt Creation of a term deposit account Request for a term deposit rollover Request for an account statement Modification of a customer account address Creation of a new account address Providing a single customer view SCV e Handoff of product data from Oracle FLEXCUBE to Siebel This includes the following gt of Account class details gt Handoff of Interest Rate code details gt Handoff of Consumer Lending product details 2 2 Oracle FLEXCUBE Siebel CRM Integration Siebel CRM is an application through which information pertaining to a customer can be captured The information could relate to say creation of a customer to creating and operating various financial products available with your bank These requests are captured in Siebel and sent to Oracle FLEXCUBE which is the backend product processor for further processing Y Vv Y Y VV VV WV WV The following points are noteworthy e The message formats that are exchanged with Siebel are in its own Common Object Format e The message format in which Oracle FLEXCUBE processes the messages is in FCUBSs published XML format As there is a difference in the two formats and also some possible differences in the values that the two systems operate on a middle layer adapter is used which transforms and translates the formats between the two systems 2 2 1 Siebel Adapter The FCUBS Inbound Interface Gateway provides a set of synchronous deployment patterns using which ext
13. urrently designed to handle the following operations Siebel sends request messages corresponding to these Service and Operations Customer Creation FCUBSCustomerService CreateCust Customer FCUBSCustomerService ModifyCust Modification Savings Account FCUBSCustomerAccountService CreateCustAcc Creation Term Deposit FCUBSTDService Create TDAcc Creation Term Deposit FCUBSTDService ModifyT DRollover Rollover Account Address FCUBSCustomerAccountAddress ModifyCustAccAd Modification Service dr Account Statement FCUBSCustomerAccountFinancia RequestAccStmt Request IService Single Customer FCUBSSCVService QuerySCVCustSu Summary View mm Single Customer FCUBSSCVService QuerySCVAccDet Detailed View ails 2 2 ORACLE Single Customer FCUBSSCVService QuerySCVTxnDet Transaction View ails You need to refer to the document on message documentation for relevant information the pertinent operations 2 2 1 2 Siebel In Adapter Value Translation The values sent by Siebel in the Common Object format may be different from the one that Oracle FLEXCUBE expects So a value translation needs to done for some of the tags There are two types of translations e Setting Default value e Translating from one value to another The translation has to be maintained at an operation level As an example you can take CreateCust for a Customer creation request You maintain such value translation details through the Siebel Value Tran
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