Flexcube Installation

Oracle Application Integration Architecture Release 1.
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations Liability Products Implementation Guide
Version 1.0
Part Number: E05579-01
November 2007
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Contents
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Implementation Guide 1
Chapter 1: Introduction to Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products
Preface 7 7 7
7
TTY Access to Oracle Support Services Documentation Accessibility
Accessibility of Code Examples in Documentation 7 Accessibility of Links to External Web Sites in Documentation
Structure
8 8 8 9
Related Documents
Do Not Use Database Tools to Modify Oracle Applications Data Glossary and Abbreviations
Chapter 2: Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Environment
About Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products 11 Software Requirements Language Support 14 14
Chapter 3: Installation and Configuration

Downloading and Installing Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Software 15 Installing and Configuring Fusion Middleware Software
Installing Fusion Middleware 16 Installing Fusion Middleware and JDeveloper Patches Extracting the Integration Files 18 Setting up Common Functions 19 Defining Datasources 20 Importing ID Cross-Reference Seed Data 20 17
16
Contents
Configuring Siebel CRM
21
Applying the Quick Fix 21 Configuring the Error Handler Service 22 Configuring Product Synchronization 22 Configuring Financial Account Origination 25 Configuring Single Customer View 30 Configuring Service Requests 37
Configuring Business Processes Execution Language
43
Setting Up Domain Value Maps 43 Configuring CRMIntegProcessParametersAO.xml 44 Configuring the Business Processes Execution Language Process 45 Deploying Business Processes Execution Language Processes 46
Configuring i-flex FLEXCUBE
48
Chapter 4: Data Loading

Extracting Data from i-flex FLEXCUBE
Extracting Product Data 51 Extracting Customer Data 52 Extracting Account Data 53
51
Loading Data into Siebel CRM

Loading Loading Loading Loading Branch Details 54 Product Data 54 Contact Data 54 Account Data 62
54
Chapter 5: Integrations
Assumptions and Limitations Data Integrations 70 69
Contact (Customer) Data Integration 70 Financial Account Data Integration 71 Product Data Integration 71
Integration Points
72
Customer Account Address Change 72 Fetch Customer 73 Modification of Rollover Details of a Term Deposit 74 Request Financial Account Statement Service Request 75 Request Financial Account Transactions 75 Request Summary of Customer's Financial Accounts 76 Submit Financial Account Application 77 Synchronize Customer 80
4 Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations Liability Products Implementation Guide
Contents
Synchronize Financial Account Synchronize Product 83
80
Changes to Siebel CRM User Interface
85
Account Funding Check/Cash Form Applet 85 Contact List Applet 86 Financial Account Address Pick Applet 86 FINCORP Account Transaction View 87 FINS Product Details SF View-Rates CRMInteg View Routing # View 88 Statement Copy View 89 Term Deposit Rollover View 89
87
Chapter 6: Troubleshooting
Siebel Error Logs
Siebel Siebel Siebel Siebel
91
91 92
Server Log Files 91 Web Server Extension Log Files Dedicated Web Client Log Files Events and Event Logging 92
Error Messages
92 115
Troubleshooting Techniques
Index
Contents
Introduction to Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products
Preface
Welcome to the Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Implementation Guide.
TTY Access to Oracle Support Services

Oracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, seven days a week. For TTY support, call 800.446.2398.
Documentation Accessibility
Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http:/ /www.oracle.com/accessibility/.
Accessibility of Code Examples in Documentation

Screen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace.
Accessibility of Links to External Web Sites in Documentation

This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.
Introduction to Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Structure
Structure
1 2 3 4 5 6
Introduction to Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Environment Integrations Installation and Configuration Data Loading Troubleshooting
Related Documents
For more information, read the following documents: FCHOSTDB_Installation.doc. FCHOSTAS_Installation_10gAS_Unix.doc. Installation Document for components of Siebel CRM
Do Not Use Database Tools to Modify Oracle Applications Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed. Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.
Introduction to Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Glossary and Abbreviations
Glossary and Abbreviations

24/7 Processing. Ideally an application should be available for processing transactions 24 hours a day, seven days a week. However, some applications must run periodic batch processes (daily, weekly, monthly, yearly). During these batch processes, certain transactions can not be executed on the affected records (such as financial account or customer records). EAI. Enterprise Application Integration.
Financial Account. Financial Account (such as savings or checking account) which represents the products and services a customer owns within a Financial Institution. Master Data. Peripheral data to an actual transaction that is required to complete a transaction (such as contact name, contact number, and so on). Transactional Data. Data that is transactional in nature (such as stemming from a customer interaction). Examples: Opening an account, logging an Service Request (for example: requesting a copy of a statement). UCM. Universal Customer Master. Siebel Universal Customer Master (UCM) is a comprehensive customer data integration (CDI) solution that helps companies create and maintain unique, complete, and accurate customer information and makes this information available to other business applications and systems just in time.
Introduction to Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Glossary and Abbreviations
10
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Environment
This chapter contains the following information: About Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products on page 11 Software Requirements on page 14 Language Support on page 14
About Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations Liability Products
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products integrates Oracles Siebel CRM with i-flexs FLEXCUBE software. This product integrates the following applications: i-flex FLEXCUBE UBS - FC UBS V.UM 7.2.0.0.0.0.0 Siebel CRM (SIA) Version 7.8.2.4
To enable this integration, data must be transferred between the applications and transformed to meet the database schemas for each application. To accomplish this, the integration uses the Oracle SOA Suite.
11
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Environment About Siebel CRM Integration Pack for i-flex FLEXCUBE Account
The integration architecture uses a hub and spoke model. In this model, when one application sends data to the other, it does not send it directly but rather to a common middleware application. The data is transferred in a common format. Figure 1 illustrates the data flow.
Figure 1.
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Data Flow
12
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Environment About Siebel CRM Integration Pack for i-flex FLEXCUBE Account
Figure 2 illustrates the overall architecture of the integration.
Figure 2.
Integration Architecture
To maintain data integrity, Siebel CRM is the master application for contact data, and i-flex FLEXCUBE is the master application for financial account and product information. In case a financial account needs to be opened directly in i-flex, then it is assumed that the contact been created in Siebel CRM before the account is created directly in i-Flex. Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products supports the integration points as listed in Table 1.
Table 1.
Integration Points Source Application Siebel CRM i-flex FLEXCUBE Siebel CRM Target Application i-flex FLEXCUBE Siebel CRM i-flex FLEXCUBE
Integration Point Change Customer Account Address Service Request Fetch Customer Modification of Term Deposit Rollover details
13
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Environment Software Requirements
Table 1.
Integration Points Source Application Siebel CRM Siebel CRM Siebel CRM Siebel CRM Siebel CRM i-flex FLEXCUBE i-flex FLEXCUBE Target Application i-flex FLEXCUBE i-flex FLEXCUBE i-flex FLEXCUBE i-flex FLEXCUBE i-flex FLEXCUBE Siebel CRM Siebel CRM
Integration Point Request Financial Account Statement Service Request Request Financial Account Transactions Request Summary of Customer's Financial Accounts Submit Financial Application Synchronize Customer Synchronize Financial Account Synchronize Product
Software Requirements
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products requires the following: Applications: i-flex FLEXCUBE UBS - FC UBS V.UM 7.2.0.0.0.0.0 Siebel CRM (SIA) Version 7.8.2.4
Additional software: Oracle SOA Suite 10.1.3.1 (with patchset 5679724) Oracle Warehouse Builder 10.2 Siebel Tools version 7.8.2
Language Support
The Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products supports English only.
14
Installation and Configuration
This chapter contains the following information: Downloading and Installing Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations Liability Products Software on page 15 Installing and Configuring Fusion Middleware Software on page 16 Configuring Siebel CRM on page 21 Configuring Business Processes Execution Language on page 43 Configuring i-flex FLEXCUBE on page 48
Downloading and Installing Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Software
The required software for Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations Liability Products is available on Oracle E-Delivery. Some of the BPEL objects are developed by i-flex and are not included in the media packs on Oracle E-Delivery. These objects are available directly from i-flex. Support for these objects is also through i-flex.
To download the files 1 2 3 4

Log in to Oracle E-Delivery (http://edelivery.oracle.com). From the Product Pack menu, choose Oracle Application Integration Architecture. From the Platform menu, choose your platform, and click Go. Download the following files:

Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products, v1.0, Implementation Guide (Documentation_iflexFINSv1.0.zip) Oracle Database 10g Release 2 (10.2.0.1) (file name(s) and count vary by platform) Oracle Database 10g Release 2 Patches (DB_Patches_AIAv1.0.zip) Oracle SOA Suite 10g (10.1.3.1.0) (file name(s) and count vary by platform) Oracle Fusion Middleware 10.1.3.1 Patches (FMW_Patches_AIAv1.0.zip)
15
Installation and Configuration Installing and Configuring Fusion Middleware Software
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products, v1.0, Siebel CRM Patches (7.8.2.4sia_19224_W32_QF1408.zip) Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products, v1.0 (SEBLIntegPkIFLEXAcctOrigUBSv1.0.zip)
Installing and Configuring Fusion Middleware Software

Installing and configuring Fusion Middleware consists of the following tasks: Installing Fusion Middleware on page 16 Installing Fusion Middleware and JDeveloper Patches on page 17 Extracting the Integration Files on page 18 Setting up Common Functions on page 19 Defining Datasources on page 20 Importing ID Cross-Reference Seed Data on page 20
Installing Fusion Middleware

Install the following Fusion Middleware components:
Oracle Database 10g Release 2 (10.2.0.1) Enterprise Edition. (Mandatory) Download and install the database only if you do not already have an Oracle 10.2.0.2 (or higher) database instance available for the SOA Suite to access. For information on installing Oracle Database, refer to the Oracle Technology Network. Oracle Technology Network link has the following URL: http://www.oracle.com/technology/documentation/index.html After installation, apply the appropriate patch from DB_Patches_AIAv1.0.zip (choose the patch appropriate to the operating system that your database is installed on.) This patch brings the database up to required version 10.2.0.2. SOA Suite 10g10.1.3.1 (Mandatory) For information on installing Oracle SOA Suite, refer to the Oracle Application Server Documentation Library. The library is available on the Oracle Technology Network. Oracle Technology Network link has the following URL: http://www.oracle.com/technology/documentation/index.html. Click Oracle Application Server 10g Release 3 (10.1.3.1) Make sure to install the full SOA suite using the Advanced Installation Mode.
16
Oracle JDeveloper 10.1.3.1 (Studio Version) (Optional. Needed to edit BPEL flows) Download Oracle JDeveloper from: http://www.oracle.com/technology/software/products/jdev/archives.html. This is a free download. Support for JDeveloper is not included. If desired, support for JDeveloper can be purchased separately. For information on installing Oracle JDeveloper, refer to the Oracle Technology Network. Oracle Technology Network link has the following URL: http://www.oracle.com/technology/documentation/index.html Oracle Warehouse Builder 10gR2 10.2.0.1 (Mandatory) Oracle Warehouse Builder is used to perform initial data synchronization as described in Chapter 4, Data Loading. Use of OWB for initial data synchronization requires the ETL and Data Quality options from Oracle Warehouse Builder. OWB is not included in this media pack and must be licensed separately. Install and configure OWB using the instructions in its documentation.
Installing Fusion Middleware and JDeveloper Patches

Install all Fusion Middleware and JDeveloper patches described in this section. If any particular patch has already been installed, there is no need to reinstall it. The latest version of each patch can be downloaded from http://metalink.oracle.com. Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products supports Fusion Middleware in a Linux environment. Other environments are not supported. If you have already installed any of these patches you do not need to reinstall them.
To install SOA Suite patches 1 2

Download the Fusion Middleware and JDeveloper patches. The file name is: FMW_Patches_AIAv1.0.zip Unzip the file to yield the mandatory bug-fix patches listed in the following table. Patch Number 5473225 5596476 5609537 Comments Fixes problems that involve catching an exception during a transform. Fixes problems that involve the XSLT map not rendering in the user interface. Fixes issues with commit in child processes.
17
Patch Number 5917910
Comments Fixes problems that involve: Creating <XSL:variable> with value "" Java heap error on Service Oriented Architecture Suite, V10.1.3.1 release on Linux. Invoking PL/SQL procedure with a large output parameter.
5931554
Fixes problems that involve: Cross-reference feature XPATH function, LOOKUP-DVM, but does not work in assign activity of Business Processes Execution Language.
Apply each of these patches to your installation.
Refer to the ReadMe.txt in each patch for guidance on how to apply the patch.
Extracting the Integration Files

Use the following procedure to extract the integration files.
To extract the integration files 1

Locate the following file you downloaded in Downloading and Installing Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products Software on page 15: SEBLIntegPkIFLEXAcctOrigUBSv1.0.zip
Unzip the file.
a b
If you are using Windows, unzip this file into a folder that has a short name, such as D:/Temp. If you are using Linux, unzip the file to a convenient directory.
When unzipped, a directory is created that has a build number. This directory contains a directory named SEBLAcctOrigIntegPkIFLEXUBS which contains the integration files needed in the following steps. In the remaining instructions this directory is referred to as CRMINTEG_HOME. Within the CRMINTEG_HOME directory are the following directories: BulkDataLoad. Has content for performing an initial data load of data. BusinessProcesses. Has content for ongoing synchronization. These are the Oracle Business Processes Execution Language (BPEL) processes and related content. SetUp. Contains setup content for BPEL Processes. SharedComponents. Has shared components for BPEL Processes. You need these directories and their files to complete the remaining installation and configuration tasks.
18
Setting up Common Functions

Complete the following procedures.
To set up common functions 1 2

Log in as an administrative user. Change directory to: CRMINTG_HOME/SharedComponents/Utility/CommonFunctions
Using SQLPlus connect to the cross-reference schema, and run this file: create_crmintgCommon_schema.sql NOTE: The schema for the cross-reference tables is the one you applied FMW patch 5931554 to, and have run the xreftables.sql script on. Any schema can be selected for this purpose.
4 5
Change directory to <SOA_HOME>/bpel/system/classes. Extract the crmintg-common.jar file from the build folder to <SOA_HOME>/bpel/system/classes with folder structure using the following command: jar xvf CRMINTG_HOME/SharedComponents/Utility/CommonFunctions/crmintg-common.jar
6 7
Make a backup copy of <SOA_HOME>/bpel/system/config/xpath-functions.xml. Open the following file: CRMINTG_HOME/SharedComponents/Utility/CommonFunctions/crmintg-xpathfunctionEntries.xml
Copy the contents of the above file and paste them near the end of this file: <SOA_HOME>/bpel/system/config/xpath-functions.xml
NOTE: This content should go inside the top level element (bpel-xpath-functions), not after that.
To set up canonical objects 1

Locate the following folder: CRMINTG_HOME/BusinessProcesses/xmllib/SEBLAcctOrigIntegPkIFLEXUBS
Copy its contents to the xmllib folder of your SOA install. <SOA_HOME>/bpel/system/xmllib
3 4
Restart the SOA suite. Verify that the schema can be accessed by typing in the following URL in your browser: http://127.0.0.1:8888/orabpel/xmllib/SEBLAcctOrigIntegPkIFLEXUBS/CanonicalObjects/ coCommon.xsd
Verify that the coCommon schema opens correctly.
19
To import DVMs 1 2 3 4 5
Log on to ESB Control as an administrator. Click on the map icon in the top right hand corner. The left panel name should now be Domain Value Maps. Click Create and choose Import a new map. Import the DVM files from the following folder: CRMINTG_HOME/SharedComponents/Utility/DVM/Maps
Defining Datasources
The following datasources need to be defined using Oracle Enterprise Manager.
To define datasources 1 2 3 4
Log in to Oracle Enterprise Manager as an administrative user. Click oc4j_soa > Click on Administration > JDBC Resources Create a connection pool corresponding to the datasource required. Create datasources pointing to the above connection as detailed in the following table. Datasource CRMIntgDataSource JNDI Name jdbc/crmintg Details A datasource pointing to point to the schema with the same user credentials used to execute create_crmintgCommon_schema .sql in the procedure To set up common functions on page 19.
An addition xref data source is needed in case when xref_data table has not been created under oraesb or orabpel user name. xref jdbc/xref A datasource pointing to the schema with the same user credentials used to execute xreftables.sql in the procedure To set up common functions on page 19.
Importing ID Cross-Reference Seed Data

Complete the following procedure.
20
Installation and Configuration Configuring Siebel CRM
To import the ID cross-reference table and column definitions 1 2 3

Open a command prompt or shell. Change directory to <SOA_HOME>/integration/esb/bin Set the following environment variables using the values for the oc4jadministrator username and password.

- OC4J_USERNAME - OC4J_PASSWORD
Execute the following command at <SOA_HOME>/integration/esb/bin: ./xreftool.sh -f $CRMINTG_HOME/SharedComponents/Utility/CommonFunctions/ crmintg_seed_data.txt
Configuring Siebel CRM

Configuring Siebel CRM to integrate with i-flex integration consists of the following tasks: Applying the Quick Fix on page 21 Configuring the Error Handler Service on page 22 Configuring Product Synchronization on page 22 Configuring Financial Account Origination on page 25 Configuring Single Customer View on page 30 Configuring Service Requests on page 37
Applying the Quick Fix

You must apply Siebel 7.8.2.4 Quick Fix. This Quick Fix applies to multiple Siebel products and some of the files it contains are not applicable to this integration.
To apply the quick fix 1 2

Install Siebel Tools 7.8.2.4. From eDelivery, download the Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products, v1.0, Siebel CRM Patches which contains the file 7.8.2.4sia_19224_W32_QF1408.zip. Expand the downloaded file. Navigate to [local directory]/7.8.2.4[19224]QF[Number]/Release/Windows/Client/Siebel_Tools and double click on install.exe. Siebel Tools 7.8.2.4 is patched and the quick fix installed.
3 4
21
Navigate to Siebel Tools home directory and open the ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2 folder. The files required for configuration in subsequent sections are organized as per the domains.
In the remaining configuration topics there are references to SIF and XML files. These files are located in the above directory.
Configuring the Error Handler Service

To configure the error handler service, use the following procedure.
To configure the error handler service 1 2 3

Log in to Siebel Tools. Navigate to Tools > Import from Archive. Locate the following file: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\ ErrorHandling\GenesisErrorHandler.sif
4 5 6 7
Import the file, following the prompts to complete the import. Use the Override option. Choose Tools > Business Service. Find Genesis Error Handler. Compile to the repository file for your Siebel server.
Configuring Product Synchronization

To configure Siebel CRM for product synchronization, complete these tasks: Importing SIF Files for Product Synchronization on page 22 Importing Web Service Definitions for Product Synchronization on page 24 Configuring Seed Data for Product Synchronization on page 24
Importing SIF Files for Product Synchronization

To import SIF files for product synchronization, complete the following procedure.
To import SIF files for product synchronization 1 2

Log in to Siebel Tools. If any of the following projects exist, lock them.
FINS Product
22
iFlex Integration ISS Authoring Admin
3 4
Navigate to Tools > Import from Archive. Browse to the following folder that contains the SIF files: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\Product
Import each of the SIF files in the following table, following the prompts to complete the import. Use the Override option. Repository objects FINS Product Details SF ViewRates CRMInteg Internal CRMIntegSEBLSI AProductInterface FINProductRates.sif FINSProductRatesListA ppletCRMInteg.sif ISS Unified Administration Screen.sif SIAProductIOs.sif FIN Product Rates FINS Product Rates List Applet CRM Integ ISS Unified Administration Screen CRMIntegSEBLSI AProductInterface Internal CRMIntegSEBLSI AProductInterface SIAProductSyncBS.sif CRMIntegSEBLSI AProductSync Business Component Applet New / Updated New
SIF File to Import FINSProductDetailsSFVi ew-RatesCRMInteg.sif
Object Type View
Project iFlex Integration
iFlex Integration
New
FINS Product iFlex Integration
New New
Screen
ISS Authoring Admin iFlex Integration iFlex Integration
New
Integration Object Integration Object Business Service
New New
iFlex Integration
New
6 7
Choose Tools > Business Service. Find the following objects and compile them to the repository:

CRMIntegSEBLSIAFinancialAccountSync CRMIntegSEBLSIAProductSync
8 9
Choose Tools > Integration Object. Find the following objects and compile them to the repository:
23
CRMIntegSEBLSIAFinancialAccountInterface CRMIntegSEBLSIAProductInterface Internal CRMIntegSEBLSIAFinancialAccountInterface Internal CRMIntegSEBLSIAProductInterface
Importing Web Service Definitions for Product Synchronization

To import web service definitions for product synchronization, complete the following procedure.
To import web service definitions for product synchronization 1 2 3

Log in to the Siebel Financial Services application. Navigate to Administration Web Services > Inbound Web Services view. Import the XML files listed in the following table. XML File to Import <Siebel Tools installation root>\ABSCHANGES\ApplicationChan ges\SiebelCRMSIA\7.8.2\Product\CRM IntegSEBLSIAProductSync.XML Web Service Name CRMIntegSEBLSIAProductSync Direction inbound
In the Service Ports applet, update the address to point to your Siebel Application server, and update the user name and password. For example: http://SiebeSrvrName /eai_enu/ start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=username &Password=password
Click Clear Cache.
Configuring Seed Data for Product Synchronization

To configure seed data for product synchronization, complete the following procedure.
To configure seed data for product synchronization 1 2

Log in to Siebel Tools, connecting to the same database as the Siebel Server. Choose Screens > System Administration > List of Values.
24
Create a new record with the information provided in the following table. LanguageIndependent Code Checkings
Type FINCORP_PROD_ADMIN_CLASS_ MLOV
Display Value Checkings
Language EnglishAmerican
Order 45
Click Clear Cache.
Configuring Financial Account Origination

To configure Siebel CRM for Financial Account Origination, complete these tasks: Importing SIF Files for Financial Account Origination on page 25 Importing Workflow Definitions for Financial Account Origination on page 28 Activating Workflow Definitions for Financial Account Origination on page 28 Importing Web Service Definitions for Financial Account Origination on page 28 Configuring Seed Data for Financial Account Origination on page 29
Importing SIF Files for Financial Account Origination

To import SIF files for financial account origination, complete the following procedure.
To import SIF files for financial account origination 1 2 3

Edit the tools.cfg file, changing the SymStrPrefix parameter from X_ to SBL_. Log in to Siebel Tools. If any of the following projects exist, lock them.

Division FINS Application FINS Application ACAPS FINS Application ACAPS 1 FINS Application ACAPS 2 FINS Application ACAPS Small business FINS Application (UI) FINS Service Request2 iFlex Integration
25
Oppty Table Person VERT CUT Address
4 5
Navigate to Tools > Import from Archive. Browse to the following folder that contains the SIF files: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\FinancialApplication
Import each of the SIF files in the following table, following the prompts to complete the import. Use the Override option. Object Type Business Service Business Service Business Component Integration Object Integration Object Business Component Applet New / Updated New
SIF File to Import CRMIntegAccountOrigin ationSEBL82ToIFLEXUB S72SyncBS.sif CRMIntegSEBLSIAFinan cialApplicationSync.sif CUTAddressBC.sif FinancialApplicationIOs. sif
Repository objects CRMIntegAccountOrig inationSEBL82ToIFLEX UBS72Sync CRMIntegSEBLSIAFin ancialAccountSync CUT Address CRMIntegSEBLSIAFin ancialApplicationInter face CRMIntegSEBLSIAFin ancialApplicationInter face
iFlex Integration VERT CUT Address iFlex Integration
New New New
iFlex Integration
New
FINSAccount-PolicyContactsBC.sif FINSApplicationEntryAp plet-ACAPS.sif FINSApplicationFunding SourceCashCheckApplet.sif FINSApplicationFunding SourceIntraBankTransferApplet .sif FINSApplicationFunding SourcesBC.sif
FINS Account - Policy - Contacts FINS Application Entry Applet - ACAPS FINS Application Funding Source - Cash Check Applet FINS Application Funding Source IntraBank Transfer Applet FINS Application Funding Sources
FINS Service Request2 FINS Application ACAPS 1 FINS Application (UI) FINS Application (UI)
New Updated
Applet
Updated
Applet
New
Business Component
FINS Application
Updated
26
SIF File to Import Internal Division Entry Applet.sif Internal Division List Applet.sif InternalDivisionBC.sif OpportunityProductBC.s if s_contact.sif SymbolicStrings.sif
Repository objects Internal Division Entry Applet Internal Division List Applet Internal Division Opportunity Product S_CONTACT SBL_REFERENCE_DO CUMENT_NUMBER
Object Type Applet Applet Business Component Business Component Table Symbolic String
Project Division Division Division Oppty Table Person Symbolic Strings
New / Updated New New New New New New
Browse to the following folder that contains the SIF files: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\FinancialAccount
Import each of the SIF files in the following table, following the prompts to complete the import. Use the Override option. Object Type Pick List New / Updated New
SIF File to Import FINS CF Contact Type Picklist.sif FINSCFFinancialAccount ContactBC.sif SIAFinancialAccountIO.s if
Repository objects FINS CF Contact Type Picklist FINS CF Financial Account Contact CRMIntegSEBLSIAFin ancialAccountInterfac e Internal CRMIntegSEBLSIAFin ancialAccountInterfac e
Project FINS Captive Finance - Fin Acct FINS Captive Finance - Fin Acct iFlex Integration
Business Component Integration Object Integration Object
New
New
iFlex Integration
New
SIAFinancialAccountSyn cBS.sif
CRMIntegSEBLSIAFin ancialAccountSync
Business Service
Integration
New
Compile the repository objects.
27
10 Restore the tools.cfg file back to its original state, changing the SymStrPrefix parameter from
SBL_ to X_.
Importing Workflow Definitions for Financial Account Origination

To import workflow definitions for financial account origination, complete the following procedure.
To import workflow definitions for financial account origination 1 2 3 4

Log in to Siebel Tools, connecting to the same database as the Siebel Server. If the project named iFlex Integration exists, lock it. From the Object Explorer, navigate to Workflow Process. For each XML file listed in the following table, complete these steps:
a b c d
Right-click on the list applet and choose Import Workflow Process. Browse to the XML file and import it. Query for its workflow name. In Lock Projects view > Workflow process select the record and click Deploy. Workflow Name CRMIntegSEBLSIAAccountOr iginationOutboundFlow Project iFlex Integration
XML File to Import <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges \SiebelCRMSIA\7.8.2\FinancialApplicatio n\[Workflow]CRMIntegSEBLSIAAccountO riginationOutboundFlow.xml
Activating Workflow Definitions for Financial Account Origination

To activate workflow definitions for financial account origination, complete the following procedure.
To activate workflow definitions for financial account origination 1 2 3 4

Log in to Siebel Financial Services Application. Navigate to Administration Business Process > Workflow Deployment view. In the Repository Workflow Processes applet, query for the following workflows
CRMIntegSEBLSIAAccountOriginationOutboundFlow
For each of the workflows, select the record and click the Activate.
Importing Web Service Definitions for Financial Account Origination

To import web service definitions for financial account origination, complete the following procedure.
28
To import web service definitions for financial account origination 1 2 3

Log in to Siebel Financial Services application. Navigate to the Administration Web Services > Outbound Web Services view. Import the following XML files:
<Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\FinancialApplication\[WebSer vice]CRMIntegAccountOriginationSEBL82ToIFLEXUBS72Sync.XML <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\FinancialAccount\[WebServic e]CRMIntegSEBLSIAFinancialAccountSync.XML
Query for the following web service names:

CRMIntegAccountOriginationSEBL82ToIFLEXUBS72Sync CRMIntegSEBLSIAFinancialAccountSync
For each of the above web services, navigate to the Service Port applet and update the address to point to your BPEL server location, change the localhost to your server machine name, and the port to the applicable port on that server. For example: http://localhost:8888/orabpel/default/CRMIntegUpdateCustomerSEBL782ToIFELXSync/1.0
Click Clear Cache.
Configuring Seed Data for Financial Account Origination

To configure seed data for financial account origination, complete the following procedure.
To configure seed data for financial account origination 1 2

Login to the Siebel Financial Services application. Navigate to the Administration Runtime Events > Action Sets view.
29
For each of the action sets in the following table, create a new action set with the information provided. Action Action Set Account Originati onWS Action Type BusServi ce Business Service Name Workflow Process Manager Business Service Method RunProce ss Business Service Context "ProcessNam e", "CRMIntegSE BLSIAAccoun tOrigination OutboundFlo w"
Name 1
Sequence 1
Active Y
4 5
Navigate to the Events view. For each of the events in the following table, create a new runtime event with the information provided. Object Type Business Component Object Name Opportunity Event InvokeMethod Subevent EventMethodSu bmitApplication Action Set Name AccountOriginationW S
Reload runtime events.
Configuring Single Customer View

To configure Siebel CRM for Single Customer View, complete these tasks: Importing SIF Files for Single Customer View on page 30 Importing Workflow Definitions for Single Customer View on page 33 Activating Workflow Definitions for Single Customer View on page 34 Importing Web Service Definitions for Single Customer View on page 34 Configuring Seed Data for Single Customer View on page 35
Importing SIF Files for Single Customer View

To import SIF files for Single Customer view, complete the following procedure.
To import SIF files for Single Customer view 1

Edit the tools.cfg file, changing the SymStrPrefix parameter from X_ to SBL_.
30
2 3
Log in to Siebel Tools. If any of the following projects exist, lock them.

Contact (SSE) FINS Contact FINS Contact2 FINS Financial Accounts FINS Portfolio
4 5
Navigate to Tools > Import from Archive. Browse to the following folder that contains the SIF files: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\Customer
Import each of the SIF files in the following table, following the prompts to complete the import. Use the Override option. New / Updated New New
SIF File to Import ContactBC.sif FINS Personal Address List Applet.sif SIAContactFormAp plet.sif SIAContactFormAp pletChild.sif SIAContactIO.sif
Repository objects Contact FINS Personal Address List Applet Contact Form Applet Contact Form Applet Child CRMIntegSEBLSIACon tactInterface Internal CRMIntegSEBLSIACon tactInterface
Object Type Business Component Applet
Project Contact FINS Contact
Applet Applet Integration Object Integration Object Business Service Business Service Pick List
Contact (SSE) Contact (SSE) iFlex Integration iFlex Integration
Updated Updated New New
SIAContactSyncBS. sif SIAContactUpdateB S.sif SIAFINPickListCont actCitizenship.sif
CRMIntegSEBLSIACon tactSync CRMIntegUpdateCust omerSEBL782ToIFELX Sync FIN PickList Contact Citizenship
iFlex Integration iFlex Integration
New New
FINS Contact2
Updated
Browse to the following folder that contains the SIF files:
31
<Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\RequestAccountSummary
Import each of the SIF files in the following table, following the prompts to complete the import. Use the Override option. New / Updated New New New
SIF File to Import Contact_FINCORPA ccountSummary.sif ContactBO.sif CRMIntegRequestA ccountSummarySE BL782ToIFLEXUBS7 2SyncBS.sif
Repository objects Contact/FINCORP Account Summary Contact CRMIntegRequestAcco untSummarySEBL782 ToIFLEXUBS72SyncBS
Object Type Link Business Object Business Service
Project iFlex Integration Contact iFlex Integration
Browse to the following folder that contains the SIF files: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\RequestAccountTransaction
10 Import each of the SIF files in the following table, following the prompts to complete the import.
Use the Override option. New / Updated New
SIF File to Import FinancialAccountTr ansactionsIO.sif FINCORPAccount_F SITransactionDetail sLink.sif FINCORPAccountBC .sif FINCORPAccountB O.sif FINCORPAccountSu mmaryBC.sif FINCORPAccountTr ansactionsView.sif FINSFinancialAccou ntScreen.sif FSITransactionDeta ilsBC.sif
Repository objects CRMIntegSEBLSIAFin ancialAccountTransact ionInterface INCORP Account/FSI Transaction Details FINCORP Account FINCORP Account FINCORP Account Summary FINCORP Account Transactions View FINS Financial Accounts Screen FSI Transaction Details
Object Type Integration Object Link
iFlex Integration
New
Business Component Business Object Business Component View Screen Business Component
FINS Portfolio FINS Portfolio iFlex Integration iFlex Integration FINS Financial Accounts iFlex Integration
Updated Updated New New Updated New
32
SIF File to Import FSITransactionsList Applet.sif RequestTransaction BS.sif
Repository objects FSI Transactions List Applet CRMIntegRequestTran sactionSEBL782ToIFL EXSync CRMIntegSIATranAdd VBCRoot
Object Type Applet Business Service Business Service Symbolic String Symbolic String Symbolic String
Project iFlex Integration iFlex Integration
New / Updated New New
iFlex Integration Symbolic Strings Symbolic Strings Symbolic Strings
New New New New
SymbolicStrings.sif
SBL_AMOUNT_TAG SBL_DEBIT_/_CREDIT SBL_VALUE_DATE
11 Choose Tools > Compile Projects.

The Object Compiler wizard appears.
12 Select the following projects from the object list and click Compile.

FINS Financial Accounts FINS Portfolio iFlex Integration
13 Restore the tools.cfg file back to its original state, changing the SymStrPrefix parameter from
SBL_ to X_.
Importing Workflow Definitions for Single Customer View

To import workflow definitions for Single Customer view, complete the following procedure.
To import workflow definitions for Single Customer view 1 2 3 4

Log in to Siebel Tools, connecting to the same database as the Siebel Server. If the project named iFlex Integration exists, lock it. From the Object Explorer, navigate to Workflow Process. For each XML file listed in the following table, complete these steps:
a b c
Right-click on the list applet and choose Import Workflow Process. Browse to the XML file and import it. Query for its workflow name.
33
In Lock Projects view > Workflow process select the record and click Deploy. Workflow Name CRMIntegSEBLSIAContactUpdat eOutboundFlow Project iFlex Integration
XML File to Import <Siebel Tools installation root>\ABSCHANGES\ApplicationChang es\SiebelCRMSIA\7.8.2\Customer\[Wo rkflow]CRMIntegSEBLSIAContactUpdat eOutboundFlow.xml <Siebel Tools installation root>\ABSCHANGES\ApplicationChang es\SiebelCRMSIA\7.8.2\RequestAccou ntSummary\[Workflow]CRMIntegSEBL SIARequestAccountSummaryOutbound Flow.xml <Siebel Tools installation root>\ABSCHANGES\ApplicationChang es\SiebelCRMSIA\7.8.2\RequestAccou ntTransaction\[Workflow]CRMIntegSEB LSIATransactionQueryOutboundFlow.x ml
CRMIntegSEBLSIARequestAccou ntSummaryOutboundFlow
iFlex Integration
CRMIntegSEBLSIATransactionQu eryOutboundFlow
iFlex Integration
Activating Workflow Definitions for Single Customer View

To activate workflow definitions for Single Customer view, complete the following procedure.
To activate workflow definitions for Single Customer view 1 2 3

Log in to Siebel Financial Services Application. Navigate to Administration Business Process > Workflow Deployment view. In the Repository Workflow Processes applet, query for the following workflows

CRMIntegSEBLSIAContactUpdateOutboundFlow CRMIntegSEBLSIARequestAccountSummaryOutboundFlow CRMIntegSEBLSIATransactionQueryOutboundFlow
For each of the workflows, select the record and click the Activate.
Importing Web Service Definitions for Single Customer View

To import web service definitions for Single Customer view, complete the following procedure.
To import web service definitions for Single Customer view 1 2

34
Log in to Siebel Financial Services application. Navigate to Administration - Web Services > Inbound Web Services view.
Import the following XML file: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\Customer\[WebService]CRMInt egSEBLSIAContactSync.XML
Query for a web service with the following name: CRMIntegSEBLSIAContactSync
In the Service Ports applet, update the address to point to your Siebel Application server, and update the user name and password. For example: http://SiebeSrvrName /eai_enu/ start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=username &Password=password
6 7
Navigate to the Administration Web Services > Outbound Web Services view. Import the following XML files:
<Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\RequestAccountSummary\[W ebService]CRMIntegRequestAccountSummarySEBL782ToIFLEXUBS72Sync.XML <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\RequestAccountTransaction\[ WebService]CRMIntegRequestTransactionSEBL782ToIFLEXSync.XML <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\Customer\[WebService]CRMI ntegUpdateCustomerSEBL782ToIFELXSync.XML
Query for the following web service names:

CRMIntegRequestAccountSummarySEBL782ToIFLEXUBS72Sync CRMIntegRequestTransactionSEBL782ToIFLEXSync CRMIntegUpdateCustomerSEBL782ToIFELXSync
For each of the above web services, navigate to the Service Port applet and update the address to point to your BPEL server location, change the localhost to your server machine name, and the port to the applicable port on that server. For example: http://localhost:8888/orabpel/default/ CRMIntegRequestAccountSummarySEBL782ToIFLEXUBS72Sync/1.0
10 Click Clear Cache.
Configuring Seed Data for Single Customer View

To configure seed data for Single Customer view, complete the following procedure.
35
To configure seed data for Single Customer view 1

Using a command line, launch the dedicated client using this command: siebel.exe /c fins.cfg /l enu /editseeddata
2 3 4 5
Log in with administrative account. Navigate to Admin-Application >Views. Click New. If the FINCORP Account Transactions View is not available in the View pick applet, then set the following fields:

View name = FINCORP Account Transactions View Description = FINCORP Account Transactions View Default Local Access = Y
6 7
In the Responsibility list applet, create a new record, select Siebel Administrator. For each of the action sets in the following table, create a new action set with the information provided. Action Action Set AccountS ummary WS Action Type BusServi ce Business Service Name Workflow Process Manager Business Service Method RunProce ss Business Service Context ProcessNam e", "CRMIntegSE BLSIAReques tAccountSum maryOutbou ndFlow"
Name 1
Sequence 1
Active Y
8 9
Navigate to the Events view. For each of the events in the following table, create a new runtime event with the information provided. Action Set Name AccountSumma ryWS
Object Type Applet
Object Name FINS LI Contact Financial Accounts Summary List Applet
Event DisplayApplet
Subevent
10 Reload runtime events.
36
Configuring Service Requests

To configure Siebel CRM for Service Requests, complete these tasks: Configuring Lists of Values for Service Requests on page 37 Importing SIF Files for Service Requests on page 38 Importing Workflow Definitions for Service Requests on page 40 Activating Workflow Definitions for Service Requests on page 41 Importing Web Service Definitions for Service Requests on page 41 Configuring Seed Data for Service Requests on page 42
Configuring Lists of Values for Service Requests

To configure lists of values for service requests, complete the following procedure.
To configure lists of values for service requests 1 2 3

Log in to Siebel Tools, connecting to the same database as the Siebel Server. From application level menu, choose Screens > System Administration > List of Values. Create three new records with the information provided in the following table. LanguageIndependent Code Principal Principal plus Interest Special Amount
Type FINS_TLR_TRANSACTION_ ITEM
Display Value Principal Principal plus Interest Special Amount
Language EnglishAmerican EnglishAmerican EnglishAmerican
Order 110 120 130
37
Type AUTO_ASSET_CON_REL
Display Value Primary Secondary Guarantor Authorized Signer Joint P S G
LanguageIndependent Code P S G Authorized Signer Joint Primary Secondary Guarantor Term Deposit Rollover
Language EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican EnglishAmerican
Order 24 25 26 27 28 29 30 31 See Note below.
SR_AREA
Term Deposit Rollover
NOTE: In the Parent LIC column choose the drop-down list. This opens a pick applet. In the pick apple query for the type value SR_AREA. This displays the existing SR_AREA type values. Choose the SR_AREA type record with the value Bank.
Clear the cache.
Importing SIF Files for Service Requests

To import SIF files or service requests, complete the following procedure.
To import SIF files for service requests 1 2 3

Edit the tools.cfg file, changing the SymStrPrefix parameter from X_ to SBL_. Log in to Siebel Tools. If any of the following projects exist, lock them.
FINS Service Request2
38
iFlex Integration Service Service (SSV) Symbolic Strings
4 5
Navigate to Tools > Import from Archive. Browse to the following folder that contains the SIF files: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\ServiceRequest
Import each of the SIF files in the following table, following the prompts to complete the import. Use the Override option. New / Updated New New
SIF File to Import CRMIntegSEBLSIAServ iceRequestSync.sif CRMIntegSubmitservic eRequestSEBL782TOIF LEXSyncBS.sif FINServiceRequestAcc tServiceTDRolloverVie w.sif FINServiceRequestTer mDepositRolloverListA pplet.sif FNTermDepositRollove rTypePickList.sif ServiceRequestDetailA pplet.sif ServiceRequestIOs.sif
Repository objects CRMIntegSEBLSIAS erviceRequestSync CRMIntegSubmitSer viceRequestSEBL78 2ToIFLEXSync FIN Service Request Acct Services TD Rollover View FIN Service Request Term Deposit Rollover List Applet FN Term Deposit Rollover Type Service Request Detail Applet CRMIntegSEBLSIAS erviceRequestInterf ace Internal CRMIntegSEBLSIAS erviceRequestInterf ace
Object Type Business Service Business Service View
Project iFlex Integration iFlex Integration
FINS Service Request2 FINS Service Request2 iFlex Integration Service (SSV) iFlex Integration
New
Applet
New
Pick List Applet Integration Object Integration Object
New Updated New
iFlex Integration
New
ServiceRequestScreen. sif SIAServiceRequest_TD RolloverLink.sif
Service Request Screen Service Request/FIN Service Request TD Rollover
Screen Link
Service (SSV) FINS Service Request2
Updated New
39
SIF File to Import SIAServiceRequestBCs .sif
Repository objects FIN Service Request Statement Copy FIN Service Request TD Rollover Service Request
Object Type Business Component Business Component Business Component Business Object Applet
Project FINS Service Request2 FINS Service Request2 Service Service FINS Service Request2 FINS Service Request2 Symbolic Strings Symbolic Strings
New / Updated Updated New Updated Updated Updated
SIAServiceRequestBO. sif StatementCopyApplets .sif
Service Request FIN Service Request Statement Copy Form Applet FIN Service Request Statement Copy List Applet
Applet
Updated
SymbolicStrings.sif
SBL_ROLLOVER_TYP E SBL_TERM_DEPOSIT _ROLLOVER
Symbolic String Symbolic String
New New
7 8
Choose Tools > Compile Projects. The Object Compiler wizard appears. Select the following projects from the object list and click Compile.

FINS Service Request2 iFlex Integration Service Service (SSV) Symbolic Strings
Restore the tools.cfg file back to its original state, changing the SymStrPrefix parameter from SBL_ to X_.
Importing Workflow Definitions for Service Requests

To import workflow definitions for service requests, complete the following procedure.
To import workflow definitions for service requests 1

Log in to Siebel Tools, connecting to the same database as the Siebel Server.
40
2 3 4 5
If the project named iFlex Integration exists, lock it. From the Object Explorer, navigate to Workflow Process. Right-click on the list applet and choose Import Workflow Process. Browse to the following XML file and import it: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\ServiceRequest\[Workflow]CR MIntegSEBLSIAServiceRequestSubmitOutboundFlow.xml
Query for the following workflow name: CRMIntegSEBLSIAServiceRequestSubmitOutboundFlow
In Lock Projects view > Workflow process select the record and click Deploy.
Activating Workflow Definitions for Service Requests

To activate workflow definitions for service requests, complete the following procedure.
To activate workflow definitions for service requests 1 2 3

Log in to Siebel Financial Services Application. Navigate to Administration Business Process > Workflow Deployment view. In the Repository Workflow Processes applet, query for the following workflow: CRMIntegSEBLSIAServiceRequestSubmitOutboundFlow
Select the record and click the Activate.
Importing Web Service Definitions for Service Requests

To import web service definitions for service requests, complete the following procedure.
To import web service definitions for service requests 1 2 3

Log in to Siebel Financial Services application. Navigate to the Administration Web Services > Outbound Web Services view. Import the following XML file: <Siebel Tools installation root>\ABSCHANGES\ApplicationChanges\SiebelCRMSIA\7.8.2\ServiceRequest\[WebService] CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync.XML
Query for the following web service name: CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync
41
Navigate to the Service Port applet and update the address to point to your BPEL server location, change the localhost to your server machine name, and the port to the applicable port on that server. For example: http://localhost:8888/orabpel/default/ CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync/1.0
Click Clear Cache.
Configuring Seed Data for Service Requests

To configure seed data for service requests, complete the following procedure.
To configure seed data for service requests 1

From a command prompt, launch the dedicated client application using this command: siebel.exe /c fins.cfg /l enu /editseeddata
2 3 4 5
Log in with an administrative account. Navigate to Admin-Application > Views. Create a new record by clicking New. If the FIN Service Request Acct Services TD Rollover View is not available in the View pick applet then set the following fields:

View name = FIN Service Request Acct Services TD Rollover View Description = FIN Service Request Acct Services TD Rollover View Default Local Access = Y
6 7 8
On the Responsibility list applet, create a new record, select Siebel Administrator. Create a new record by clicking New. If the FINS Product Details SF View-Rates CRMInteg view is not available in the View pick applet then set the following fields:

View name = FINS Product Details SF View-Rates CRMInteg Description = FINS Product Details SF View-Rates CRMInteg Default Local Access = Y
On the Responsibility list applet, create a new record, select Siebel Administrator.
10 Log in to the Siebel Financial Services application. 11 Navigate to the Administration Runtime Events > Action Sets view.
42
Installation and Configuration Configuring Business Processes Execution Language
12 For each of the action sets in the following table, create a new action set with the information
provided. Action Action Set ServiceR equestW S Action Type BusServi ce Business Service Name Workflow Process Manager Business Service Method RunProce ss Business Service Context "ProcessNam e", "CRMIntegSE BLSIAServic eRequestSub mitOutbound Flow"
Name 1
Sequence 1
Active Y
13 Navigate to the Events view. 14 For each of the events in the following table, create a new runtime event with the information
provided. Action Set Name ServiceRequest WS
Object Type BusComp
Object Name Service Request
Event InvokeMethod
Subevent EventMeth odSubmitR equest
15 Reload runtime events.
Configuring Business Processes Execution Language

To configure BPEL for Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations Liability Products, complete the following procedures in the specified order: Setting Up Domain Value Maps on page 43 Configuring CRMIntegProcessParametersAO.xml on page 44 Configuring the Business Processes Execution Language Process on page 45 Deploying Business Processes Execution Language Processes on page 46
Setting Up Domain Value Maps

To set up domain value maps, complete the following procedure.
43
To set up domain value maps 1 2 3 4

Connect to http://SOAHost:port/esb and log in. Click on the maps icon. Click Create > Import a new map. Locate each of the following files and import them.

APPLICANT TPYE.xml COUNTRY.XML CURRENCY CODE.xml FINANCIAL ACCOUNT ADDRESS TYPE.xml FINANCIAL ACCOUNT CUSTOMER TYPE.xml FINANCIAL ACCOUNT STATUS.xml FINANCIAL ACCOUNT TYPE.xml LANGUAGE CODE.xml NATIONALITY.xml PRODUCT STATUS.XML
Configuring CRMIntegProcessParametersAO.xml
To configure CRMIntegProcessParameters.xml complete the following procedure.
To configure CRMIntegProcessParametersAO.xml 1
Locate the following file: CRMINTG_HOME\SetUp\CRMIntegProcessParametersAO.xml
Replace the existing content with the following: <?xml version="1.0" encoding="UTF-8" ?> - <LISTOFBUILDPARAMETERS xmlns="http://www.siebel.com/uan/SiebelBIAs/ SharedComponents/CRMIntegProcessProperties"> - <BUILDPARAMETER> <property name="PARAMNAME">http://127.0.0.1:7777/orabpel/default</property> <property name="PARAMVALUE">http://sdchs20n570.corp.siebel.com:7777/orabpel/ default</property> <property name="DESC">This Parameter is to capture BPEL domain URL information. Please specify your environment specific value for "PARAMVALUE" property. Here "http://127.0.0.1:7777" should be replaced with the HOST, PORT where the BPEL PM is running. "orabpel" should stay same. "default" is the name of domain where the bpel processes are to be deployed.</property> </BUILDPARAMETER>
44
- <BUILDPARAMETER> <property name="PARAMNAME">http://127.0.0.1:7777/orabpel/xmllib</property> <property name="PARAMVALUE">http://sdchs20n570.corp.siebel.com:7777/orabpel/ xmllib</property> <property name="DESC">This Parameter is to capture the XMLLIB url. Please specify your environment specific value for "PARAMVALUE" property. Here "http:// 127.0.0.1:7777" should be replaced with the HOST, PORT where the BPEL PM is running. "orabpel/xmllib" should stay same.</property> </BUILDPARAMETER> - <BUILDPARAMETER> <property name="PARAMNAME">http://127.0.0.1/eai_enu/start.swe</property> <property name="PARAMVALUE">http://siebwebsrvrhost:port/eai_enu/start.swe</ property> <property name="DESC">This Parameter is to capture the Siebel Web Server. Please specify your environment specific value for "PARAMVALUE" property. Here "http://127.0.0.1" should be replaced with the HOST, PORT where the Siebel web server is running.</property> </BUILDPARAMETER> - <BUILDPARAMETER> <property name="PARAMNAME">UserName=SADMIN</property> <property name="PARAMVALUE">UserName=userName</property> <property name="DESC">This Parameter is to capture the user name for siebel authentication. Please specify your environment specific value for "PARAMVALUE" property.</property> </BUILDPARAMETER> - <BUILDPARAMETER> <property name="PARAMNAME">Password=MSSQL</property> <property name="PARAMVALUE">Password=password</property> <property name="DESC">This Parameter is to capture the password of the user for Siebel authentication. Please specify your environment specific value for "PARAMVALUE" property.</property> </BUILDPARAMETER> </LISTOFBUILDPARAMETERS>
Save the file.
Configuring the Business Processes Execution Language Process

To configure the BPEL process complete the following procedure.
To configure the Business Processes Execution Language process from the build 1
From a command window, navigate to this folder: \CRMINTEG_HOME\SetUp\BusinessProcesses
45
Run following command to search and replace in BPEL processes with the values that you have specified in CRMIntegProcessParametersAO.xml: java -jar CRMINTEG_HOME\SetUp\scripts\EditParam.jar -i [Project Root] -f [CRMIntegProcessParametersAO.xml Location] -verbose -t D:\temp For example: java -jar CRMINTEG_HOME\SetUp\scripts\EditParam.jar -i d:\BPELProjects\SEBLAcctOrigIntegPkIFLEXUBS\BusinessProcesses -f d:\BPELProjects\SEBLAcctOrigIntegPkIFLEXUBS \Setup\CRMIntegProcessParametersAO.xml -verbose -t D:\temp Replace D:\temp with an existing temp directory.
Verify the result by opening this file: \Customer\CRMIntegFetchCustomerIFLEXUBS72ToSEBL782Sync\bpel\CRMIntegSEBLSIAContact Sync.wsdl under SEBLAcctOrigIntegPkIFLEXUBS\BusinessProcesses
Verify that at the bottom of the file, the soap address has changed from: "<soap:address location="http://localhost:8080/eai_enu/ start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=YOUR_ ACCOUNT&Password=YOUR_PASSWORD"/>" to: "<soap:address location="http://siebelWebSrvrHost:port /eai_enu/ start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=YOUR_ ACCOUNT&Password=YOUR_PASSWORD"/>"
Deploying Business Processes Execution Language Processes

The list of BPEL processes to be deployed is provided below. The processes are ordered in the recommended sequence of deployment. There are two methods to deploy the BPEL processes. Choose either:
1 2
Deployment using an Ant script on Linux or Windows. Deployment using Jdeveloper.
To deploy using an ANT script on Linux 1 2 3 4

Locate the following folder: SEBLAcctOrigIntegPkIFLEXUBS Copy this folder into the following location: <SOA Home>/bpel/samples Navigate to the following folder: <SOA Home>/bpel/samples/SEBLAcctOrigIntegPkIFLEXUBS/BusinessProcesses
46
From a command prompt run ant. Ant runs a script that deploys the BPEL processes.
To deploy using an ANT script on Windows 1 2

Open a command prompt window. Open the following file and verify the admin.user and admin.password values are correct: SOA_HOME\bpel\utilities\ant-orabpel.properties
3 4 5
Navigate to <SOA Home>/bpel/bin/. Run this file: devprompt.bat. Navigate to the following folder: CRMINTG_HOME\BusinessProcesses
From the command prompt run ant. Ant runs a script that deploys the BPEL processes.
To deploy using JDeveloper 1 2 3 4 5

Start Oracle JDeveloper. Click the Applications Navigator tab. Right click on Applications. Choose New and specify the type as Application. Specify the following name for the application: AccntOrig
Specify the following directory name as where the processes are stored. \BPELProjects\SEBLAcctOrigIntegPkIFLEXUBS\BusinessProcesses
7 8 9
In the Create Project popup, click Cancel. In the application AcctOrig, right click and choose Add to <ApplicationName>.jws. Browse to this folder: CRMINTEG_HOME/BusinessProcesses
10 For each file in the following list, select the file and click Open.

CRMIntegAccountOriginationSEBL82ToIFLEXUBS72Sync CRMIntegFetchCustomerIFLEXUBS72ToSEBL782Sync CRMIntegRequestAccountSummarySEBL782ToIFLEXUBS72Sync CRMIntegRequestTransactionSEBL782ToIFLEXSync CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync
47
Installation and Configuration Configuring i-flex FLEXCUBE
CRMIntegSynchronizeFinancialAccountIFLEXUSBS72ToSEBL782Sync CRMIntegSynchronizeProductIFLEXToSEBL782Sync CRMIntegUpdateCustomerSEBL782ToIFLEXUBS72Sync
Configuring i-flex FLEXCUBE

Installation of the FLEXCUBE components are documented in the FLEXCUBE release documents.
To install i-flex FLEXCUBE components 1 2

Copy the contents of the FLEXCUBE installables from the CD. Consolidate the sources from the following releases in the order in which they are given below:
a b c d
FC UBS V.UM 7.1.0.0.0.0.0 FC_UBS_V.UM_7.2.0.0.0.0.0_LOT1 FC UBS V.UM 7.2.0.0.0.0.0Interim.1 FCUBSV.UM7.2.0.0.0.0.0INTERIM.1.1
After consolidation, the root folder in which the units are present is referred to as <<FCCROOT>>
Locate the FLEXCUBE installation folder: <<FCCROOT>>\INSTALL-DOCS
4 5
Unzip all install documents. Configuring i-flex FLEXCUBE for Siebel CRM involves the following:

Installation of FCUBS Database components Installation of FCUBS Forms on Application server Installation of FCUBS EJB Component Installation of FCUBS Web Service Component Installation of FCUBS Notify Timer_MDB Component Installation of FCUBS Notify MDB Component Installation of FCUBS BPEL Process Installation of database components required for this integration FLEXCUBE maintenances that are specifically required for this integration
For the installation of i-flex FLEXCUBE Host database, refer to FCHOSTDB_Installation.doc. For the installation of i-flex FLEXCUBE Forms front-end, refer to FCHOSTAS_Installation_10gAS_Unix.doc.
48
For the installation of all other components refer to SIEBELCRMIFLEXUBS_Installation_Document.doc
49
50
Data Loading
In the integration between i-flex FLEXCUBE and Siebel CRM, the ownership of data is very clear. Siebel CRM is the master for customer information and i-flex FLEXCUBE is the master for products and accounts. Before you can use this integration you must complete an initial load of product, account (savings/current/term deposit) and customers information into Siebel CRM. This chapter contains the following sections: Extracting Data from i-flex FLEXCUBE on page 51 Loading Data into Siebel CRM on page 54
Extracting Data from i-flex FLEXCUBE

Before you can use Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products, you must populate Siebel CRM with data from i-flex FLEXCUBE. The following topics describe how to extract the data. Extracting Product Data on page 51 Extracting Customer Data on page 52 Extracting Account Data on page 53
Extracting Product Data

The FCUBS Gateway infrastructure needs to be installed and configured. The products to be extracted are: Account Class that are used for Savings/Current and Term Deposits Consumer Lending loan product
To extract product data 1 2 3 4 5 6

Identify the products that need to be sent to Siebel CRM. Log in to FLEXCUBE Change the branch to the head office. Navigate to Customer Maintenance > Account Class > Detailed. Double click on the Detailed node. For each product to be extracted, repeat these steps:
Locate the Account Class name that needs to be extracted.
51
Data Loading Extracting Data from i-flex FLEXCUBE
b c d
Unlock the record, do not make any other changes, and save it. Log in to FLEXCUBE using another id and navigate to the Account Class screen. Locate the Account Class name that was unlocked in Step b and authorize the record.
The FCUBS Gateway infrastructure builds the details of the above Account Class in an XML message as per the Canonical Object format and Siebel BPEL process for consuming Product details are invoked. Subsequently, the Siebel BPEL process creates the product in Siebel. At the end of this step, both extraction as well as upload of product data are completed.
To extract consumer loan product data 1 2 3 4 5 6

Identify the Loan products that need to be sent to Siebel CRM. Log in to FLEXCUBE. Change the branch to the head office. Navigate to Retail Lending > Product > Detailed. Double click on the Detailed node. For each item to be extracted, repeat these steps:
a b c d
Navigate to the Loan product name that needs to be extracted Unlock the record, do not make any other changes, and save it. Log in to FLEXCUBE using another id and navigate to the Loan product screen. Locate the Loan product name that was unlocked in Step b and authorize the record.
The FCUBS Gateway infrastructure builds the details of the above Loan product in an XML message as per the Canonical Object format and Siebel BPEL process for consuming Product details are invoked. Subsequently, the Siebel BPEL process creates the product in Siebel. At the end of this step, both extraction as well as upload of product data are completed.
Extracting Customer Data

Use the following procedure to extract customer data from i-flex FLEXCUBE.
To extract customer data 1 2

Log in to the FLEXCUBE schema using the SQL Plus client. Run the following script: <<FCC ROOT>>\Adapters\SIEBEL-CRM\SQL\Customer-Extract.sql The script prompts for a folder name where it can create its output file.
Enter the name of a folder, making sure that the user running the Oracle database has rights to create a file in that folder. The script creates an extract file with the following name:
52
Data Loading Extracting Data from i-flex FLEXCUBE
FCUBS73_SIEBEL782_Customer_Extract.txt
Give the generated file to the Siebel implementation team who load it into Siebel CRM.
Extracting Account Data

To extract account data, use the following procedures: To extract savings and current accounts data on page 53 To extract term deposit accounts data on page 53 To extract Consumer Loan data on page 53
To extract savings and current accounts data 1 2

Log in to the FLEXCUBE schema using the SQL Plus client. Run the following script: <<FCC ROOT>>\Adapters\SIEBEL-CRM\SQL\Savings-Ascii-Extract.SQL The script prompts for a folder name where it can create its output file.
Enter the name of a folder, making sure that the user running the Oracle database has rights to create a file in that folder. The script creates an extract file with the following name: FCUBS73_SIEBEL782_Savings_Current_Acc_Extract.txt
To extract term deposit accounts data 1 2

Log in to the FLEXCUBE schema using the SQL Plus client. Run the following script: <<FCC ROOT>>\Adapters\SIEBEL-CRM\SQL\TD-Ascii-Extract.SQL The script prompts for a folder name where it can create its output file.
Enter the name of a folder, making sure that the user running the Oracle database has rights to create a file in that folder. The script creates an extract file with the following name: FCUBS73_SIEBEL782_TermDeposit_Extract.txt
To extract Consumer Loan data

1 Log in to the FLEXCUBE schema using the SQL Plus client.
53
Data Loading Loading Data into Siebel CRM
2 Run the following script: <<FCC ROOT>>\Adapters\SIEBEL-CRM\SQL\ConsumerLoans-Ascii-Extract.sql The script prompts for a folder name where it can create its output file.
Enter the name of a folder, making sure that the user running the Oracle database has rights to create a file in that folder. The script creates an extract file with the following name: FCUBS72_SIEBEL782_ConsumerLoans_Extract.txt
Loading Data into Siebel CRM

The extracted data can be loaded into Siebel CRM. Read the following sections for more information: Loading Branch Details on page 54 Loading Product Data on page 54 Loading Contact Data on page 54 Loading Account Data on page 62
Loading Branch Details

To load account data follow this procedure.
To load branch details 1 2

The implementation team identifies the branches in i-flex FLEXCUBE that need to be created in Siebel CRM. The list of branch codes are communicated to the Siebel implementation team who create them in Siebel CRM.
Loading Product Data

The extract process (Extracting Product Data on page 51) creates an XML file of product data from i-flex FLEXCUBE and synchronizes it with Siebel CRM. No additional loading of product data is necessary.
Loading Contact Data

To load contact data follow these procedures:
54
To load contact data into Siebel EIM on page 55 To create contact cross-references on page 57 To prepare for importing contact data on page 58 To load contact data from Siebel EIM into the Siebel database on page 59
NOTE: Make sure you have loaded branch data (Loading Branch Details on page 54) and product data (Loading Product Data on page 54) before loading contact data, otherwise the EIM scripts cannot run successfully.
To load contact data into Siebel EIM 1 2 3 4 5 6 7 8

Start the Oracle database on a local machine. Make sure the remote Oracle database for Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products is running. Log in to Oracle Warehouse Builder. Navigate to Design > Import. Import the Contact project file:
INTG_IFLEX_SIEBEL_CONTACTS.mdl
Start SQL Plus. Connect to the local Oracle database and log in. For each of the following tables, repeat these steps:

EIM_FN_CONTACT1 LANGUAGE_MAP NATIONALITY_MAP EIM_CONADDR_CUT EIM_CONTACT COUNTRY_MAP PER_TITLE_MAP In SQL Plus, run this command: "desc <table name>". If the table exists, run this command to clean the table: "delete from <table name>". Otherwise, in OWB and Project Explorer, go to <INTG_IFLEX_SIEBEL_CONTACT>/<Databases>/ <Oracle>/<INTG_LOCAL_MODULE>/<Tables>/<table name>, right click to validate, generate, and deploy the table.
a b c
Navigate to <INTG_IFLEX_SIEBEL_CONTACT>/<Databases>/<Oracle>/ <INTG_LOCAL_MODULE>/<Sequences>/<INTG_SEQ_ROW_ID >, right click to validate, generate, and deploy.
55
10 Navigate to <INTG_IFLEX_SIEBEL_CONTACT>/<Databases>/<Oracle>/
<INTG_LOCAL_MODULE>/<Transformations>/<Functions>/<f(x) SUBSTR_COUNTRY, TRANS_ADDRESSTYPE, TRANS_CONTACTTYPE, right click to validate, generate, and deploy.
11 In Connection Explorer, navigate to <Files>/<INTG_IFLEX_CONTACT_FILE_LOC>, right click and

open editor, make sure the IFLEX text data file is located in the path.
12 Navigate to <Files>/<INTG_FILEX_DVM_FILE_LOC>, make sure the following files are located

in the path:

COUNTRY_MAP.csv LANGUAGE_MAP.csv NATIONALITY_MAP.csv PER_TITLE_MAP.csv
<INTG_LOCAL_MODULE>/<Mappings>/.
14 For each of the following files, right click to validate the file, generate, and deploy.

INTG_IFLEX_SIEBEL_ CONTACT IMPORT_LANGUAGE_CODE_DVM IMPORT_NATIONALITY_DVM IMPORT_COUNTRY_DVM INTG_CONTACT1_LOC_TO_RMT INTG_CONADDR_LOC_TO_RMT IMPORT_PER_TITLE_DVM INTG_EIM_CONTACT_LOC_TO_RMT
15 In Project Explorer, navigate to <INTG_IFLEX_SIEBEL_ CONTACT >/<Experts>/

<INTG_IFLEX_SEBL_ CONTACT >/<INTLOAD_FLOW>, right click to validate, generate.
16 Navigate to Design > Save All and then start the OWB Expert.
The EIM_FN_ CONTACT 1 table and the mappings are deployed.
17 In the OWB main menu, navigate to <Tools>/<Control Center Manager>. 18 Open the Control Center Manager. 19 In Control Center Manger, navigate to <INTG_IFLEX_SIEBEL_ CONTACT>/
<REP_USER_LOCATION>/<INTG_LOCAL_MODULE>/<Mappings>/<INTG_IFLEX_SIEBEL_ CONTACT>, right click and start.
20 Wait for the job to complete successfully. 21 In SQL Plus, run the following commands to verify the data is loaded:

"select count (*) from EIM_FN_CONTACT1;" "select count (*) from EIM_CONADDR_CUT;"
56
"select count (*) from EIM_CONTACT;"
Each of the tables should have some rows present.
22 In Control Center Manager, navigate to <INTG_IFLEX_SIEBEL_ CONTACT>/

<REP_USER_LOCATION>/<INTG_LOCAL_MODULE>/<Mappings>/.
23 For each of the following files, right click to validate the file, generate, and deploy.

IMPORT_LANGUAGE_CODE_DVM IMPORT_COUNTRY_DVM IMPORT_PER_TITLE_DVM IMPORT_NATIONALITY_DVM
24 In Control Center Manager, navigate to <INTG_IFLEX_SIEBEL_ CONTACT>/

<REP_USER_LOCATION>/<INTG_LOCAL_MODULE>/<Mappings>/.
25 For each of the following mappings, complete the following steps:

INTG_CONTACT1_LOC_TO_RMT INTG_CONADDR_LOC_TO_RMT INTG_EIM_CONTACT_LOC_TO_RMT Right click the mapping and start the job. Wait for the job to complete successfully.
a b
26 In SQL Plus connect to the remote database. 27 Run these commands to verify the data is loaded:

"select count (*) from EIM_FN_CONTACT1;" "select count (*) from EIM_CONADDR_CUT;" "select count (*) from EIM_CONTACT;"
To create contact cross-references 1 2 3 4 5 6 7

Start the Oracle database on a local machine. Make sure the remote Oracle database for Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products is running. Log in to Oracle Warehouse Builder. Navigate to Design > Import. Import the Contact project file:
INTG_IFLEX_SIEBEL_CONTACT_XREF.mdl
Start SQL Plus. Connect to the local Oracle database and log in.
57
8 9
Run this command to check if XREF_DATA exists:
"desc XREF_DATA"
If the data does not exist, follow these steps:
a b
In OWB and Project Explorer, navigate to <INTG_IFLEX_SIEBEL_CONTACT_XREF>/ <Databases>/<Oracle>/<SEBL_LOCAL_MODULE>/<Tables>/<XREF_DATA>. Right click to validate, generate, and deploy the table.
10 Run this command to check if XREF_DATA_FLAT exists:
"desc XREF_DATA_FLAT"
11 If the data does not exist, follow these steps: a b

In OWB and Project Explorer, navigate to <INTG_IFLEX_SIEBEL_CONTACT_XREF>/ <Databases>/<Oracle>/<SEBL_LOCAL_MODULE>/<Tables>/<XREF_DATA_FLAT>. Right click to validate, generate, and deploy the table.
12 Navigate to <INTG_IFLEX_SIEBEL_CONTACT_XREF>/<Databases>/<Oracle>/
<SEBL_LOCAL_MODULE>/<Sequences>/<COM_ID_SEQ_CONT>, right click to validate, generate, and deploy.
<INTG_LOCAL_MODULE>/<Transformations>/<Functions>/<f(x) TRANS_CONCAT_COMMONID, right click to validate, generate, and deploy.
14 In Project Explorer, navigate to <INTG_IFLEX_SIEBEL_ CONTACT_XREF>/<Experts>/

<INTG_IFLEX_SEBL_ CONTACT_XREF>/<INTLOAD_FLOW>, right click to validate and generate.
If there are no errors, a PASS message displays. The XREF_DATA table and mapping objects are deployed.
16 In the OWB main menu, navigate to <Tools>/<Control Center Manager>. 17 Open the Control Center Manager. 18 In Control Center Manger, navigate to <INTG_IFLEX_SIEBEL_ CONTACT_XREF>/
<REP_USER_LOCATION>/<SEBL_CONTACT_XREF>/<Mappings>/<CONTACT_XREF>, right click and start.
19 Wait for the job to complete successfully. 20 In SQL Plus, connect to the local database. 21 Run this command:
"select count(*) from xref_data"
The table should have some rows present.
To prepare for importing contact data 1 2

58
Stop the Siebel server. Open Siebel Tools.
3 4 5 6 7
Locate the S_CONTACT table. Search for PREF_LANG_ID and remove values in <LOV TYPE> and <LOV Bounded>. Compile the S_CONTACT object. Click Apply. Locate and remove the following file: $SIEBEL_SERVER_INSTALL_DIRECTORY/ses/siebsrvr/bin/diccache.dat
Restart the Siebel server.
To load contact data from Siebel EIM into the Siebel database 1 2 3 4 5
Open a DOS command window. Get the IF_ROW_BATCH_NUM from OWB. Change directory to siebsrvr\bin. Log in to odbcsql. Run the following insert statements to populate EIM_FN_CONTACT1: SELECT * FROM XXXX.EIM_FN_CONTACT1 T1 WHERE T1. IF_ROW_BATCH_NUM = <FROM OWB>
SQL should return records that have been inserted by the OWB script.
From a DOS command lines start the server manager using this command.
Srvrmgr /e <enterprise> /g <gateway name> /s <siebsrvr name> /u SADMIN /p <password>
In srvrmgr, enable the component group EAI, if it is not already enabled and restart siebsrvr. For example:

srvrmgr> enable compgrp eai restart siebsrvr
Run the following commands to set log file options:

change params traceflags=1, errorflags=1, sqlflags=8 for comp eim CHANGE EVTLOGLVL EIMTRACE=3 FOR COMP EIM CHANGE EVTLOGLVL EIMSQL=4 FOR COMP EIM
NOTE: The following commands requires the Notepad application. Do not use WordPad as it causes problems with text formatting.
Open Notepad.
10 Enter following lines into Notepad and save file as siebsrvr\admin\iflex_contact_load.ifb.

[Siebel Interface Manager] PROCESS = Import Contacts
59
[Import Contacts] TYPE = IMPORT BATCH = 1000 TABLE = EIM_FN_CONTACT1 ONLY BASE TABLES = S_PARTY, S_CONTACT, S_POSTN_CON FIXED COLUMN = CON_ACTIVE_FLG ,"N" FIXED COLUMN = CON_COURT_PAY_FLG ,"N" FIXED COLUMN = CON_DISACLEANSEFLG,"N" FIXED COLUMN = CON_DISPIMGAUTHFLG ,"N" FIXED COLUMN = CON_EMAILSRUPD_FLG ,"N" FIXED COLUMN = CON_EMP_FLG ,"N" FIXED COLUMN = CON_INVSTGTR_FLG,"N" FIXED COLUMN = CON_PO_PAY_FLG ,"N" FIXED COLUMN = CON_PRIV_FLG ,"N" FIXED COLUMN = CON_PROSPECT_FLG ,"N" FIXED COLUMN = CON_PTSHPCONTACTFL,"N" FIXED COLUMN = CON_PTSHPKEYCONFLG ,"N" FIXED COLUMN = CON_SEND_SURVEYFLG ,"N" FIXED COLUMN = CON_SPEAKER_FLG ,"N" FIXED COLUMN = CON_SUPPRESSEMAILF,"N" FIXED COLUMN = CON_SUPPRESSFAXFLG ,"N" FIXED COLUMN = CON_SUSPECT_FLG ,"N" FIXED COLUMN = ROOT_PARTY_FLG ,"N" FIXED COLUMN = PC_POSTN_NAME,"Siebel Administrator" FIXED COLUMN = PC_POSTN_BU,"Default Organization" FIXED COLUMN = PC_POSTN_LOC,"INTERNAL" FIXED COLUMN = PC_POSTN_DIVN,"Siebel Administration" FIXED COLUMN = CON_PR_POSTN, "Y" FIXED COLUMN = PC_ROW_STATUS,"Y"
11 Open Notepad. 12 Enter following lines into Notepad and save file as siebsrvr\admin\iflex_conaddr_load.ifb.
[Siebel Interface Manager] PROCESS = Import Conaddr [Import Conaddr] TYPE = IMPORT BATCH = 1000 TABLE = EIM_CONADDR_CUT ONLY BASE TABLES = S_ADDR_PER FIXED COLUMN = ADDR_CON_PRIV_FLG,"N" FIXED COLUMN = ADDR_DISACLEANSEFL,"N" FIXED COLUMN = ADDR_NAME_LOCK_FLG,"N" FIXED COLUMN = ADDR_PREMISE_FLG,"N" FIXED COLUMN = ADDR_CON_BU,"Default Organization"
13 Open Notepad. 14 Enter following lines into Notepad and save file as siebsrvr\admin\iflex_eim_contact_load.ifb.
[Siebel Interface Manager] PROCESS = Import Contacts
60
[Import Contacts] TYPE = IMPORT BATCH = 1000 TABLE = EIM_CONTACT ONLY BASE TABLES = S_PARTY, S_CONTACT, S_CONTACT_BU, S_CON_ADDR FIXED COLUMN = CON_EMP_FLG,"N" FIXED COLUMN = PC_ROW_STATUS,"Y" FIXED COLUMN = CON_ADDR_ACTV_FLG, "N" FIXED COLUMN = CON_BL_ADDR_FLG, "N" FIXED COLUMN = CON_FRAUD_FLG, "N" FIXED COLUMN = CON_MAIN_ADDR_FLG, "N" FIXED COLUMN = CON_RELATIONTYPEC1, "ContactPointUsage " FIXED COLUMN = CON_SHIP_ADDR_FLG, "N" FIXED COLUMN = CON_PR_PER_ADDR, "Y" FIXED COLUMN = CON_ADDR_BU, "Default Organization"
15 Change the PREF_LANG_ID configuration as follows: a b c d e f g

Stop the Siebel server. Open Siebel Tools. Navigate to <table> and search for S_CONTACT. Search for PREF_LANG_ID and remove the values in the <LOV TYPE> and <LOV Bounded> fields. Compile the S_CONTACT object. Click Apply. At a command prompt, navigate to the following folder: $SIEBEL_SERVER_INSTALL_DIRECTORY/ses/siebsrvr/bin
h i
Remove the file named diccache.dat. Restart the Siebel server.
16 Log in to server manager. 17 Run EIM import using the following commands:

Start task for comp eim with config=iflex_contact_load.ifb Start task for comp eim with config=iflex_conaddr_load.ifb Start task for comp eim with config=iflex_eim_contact_load.ifb
18 When the import is complete, check the EIM log file from siebsrvr\log to make sure records have
been imported into the appropriate Siebel base tables such as S_CONTACT, S_ADDR_PER, and so on.
19 To display the imported records, run the following command:
Select IF_ROW_STAT from EIM_FN_CONTACT1 where IF_ROW_BATCH_NUM=<FROM OWB>;
IF_ROW_STAT should have the value IMPORTED for all imported records.
61
Setting the Language Field

Make sure the Language field is set for each imported contact.
To set the Language field 1 2 3 4 5 6

Log in to the Siebel application. Navigate to the Contact screen. For each imported contact, query for the Contact. Drill down on the LastName. Navigate to Consumer Profile>Personal view. Set the Language field as appropriate for the contact.
Loading Account Data

To load account data follow these procedures: To load account data into Siebel EIM on page 62 To create account cross-references in Siebel EIM on page 64 To load account data from Siebel EIM into the Siebel database on page 66
NOTE: Make sure you have loaded branch data (Loading Branch Details on page 54), product data (Loading Product Data on page 54), and contact data (Loading Contact Data on page 54), before loading account data.
To load account data into Siebel EIM 1 2 3 4 5

Start the Oracle database on a local machine. Make sure the remote Oracle database for Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products is running. Log in to Oracle Warehouse Builder. Navigate to Design > Import. Import the Account project file: INTG_IFLEX_SIEBEL_FINANCIAL_ACCOUNT.mdl
6 7 8
Start SQL Plus. Connect to the local Oracle database. For each of the following tables, repeat these steps:

EIM_FN_ASSET EIM_FN_ASSET1 APPLICANT_TYPE_MAP
62
COUNTRY_MAP EIM_ASSET1 In SQL Plus, run this command: "desc <table name>". If the table exists, run this command to clean the table: "delete from <table name>". Otherwise, in OWB and Project Explorer, go to <INTG_IFLEX_SIEBEL_ACCOUNT>/ <Databases>/<Oracle>/<INTG_LOCAL_MODULE>/<Tables>/<table name>, right click to validate, generate, and deploy the table.
a b c
Navigate to <INTG_IFLEX_SIEBEL_ACCOUNT>/<Databases>/<Oracle>/ <INTG_LOCAL_MODULE>/<Sequences>/<INTG_SEQ_ACC>, right click to validate, generate, and deploy. <INTG_LOCAL_MODULE>/<Transformations>/<Functions>/<f(x) TRANS_ACCADDRTYPE, right click to validate, generate, and deploy.
10 Navigate to <INTG_IFLEX_SIEBEL_ACCOUNT>/<Databases>/<Oracle>/
11 In Connection Explorer, navigate to <Files>/<INTG_IFLEX_ACCOUNT_FILE_LOC>, right click

and open editor, make sure the IFLEX text data file is located in the path.
12 Navigate to <Files>/<INTG_FILEX_DVM_FILE_LOC>, make sure the following files are located

in the path:

APPLICANT_TYPE_MAP.csv COUNTRY_MAP.csv
13 For each of the following files in <INTG_IFLEX_SIEBEL_CONTACT>/<Databases>/<Oracle>/

<INTG_LOCAL_MODULE>/<Mappings>/, repeat these steps:
a b

Navigate to the file. Right click to validate, generate, and deploy. INTG_IFLEX_SIEBEL_ ACCOUNT INTG_ACCOUNT_LOC_TO_RMT_2 INTG_ACCOUNT_LOC_TO_RMT INTG_EIM_ASSET1_LOC_TO_RMT IMPORT_APPLICANTTYPE_DVM IMPORT_COUNTRY_DVM
14 In Project Explorer, navigate to <INTG_IFLEX_SIEBEL_ACCOUNT>/<Experts>/

<INTG_IFLEX_SEBL_ACCOUNT>/<INTLOAD_FLOW>.
15 Right click to validate, generate. 16 Navigate to Design > Save All and then start the OWB Expert.
If there are no errors, a pop-up window displays the message: PASS. The EIM_FN_ASSET and EIM_FN_ASSET1 table and the mappings are now deployed.
17 In the OWB main menu, navigate to <Tools>/<Control Center Manager>.
63
18 Open the Control Center Manager. 19 Navigate to <INTG_IFLEX_SIEBEL_ACCOUNT>/<REP_USER_LOCATION>/

<INTG_LOCAL_MODULE>/<Mappings>/<INTG_IFLEX_SIEBEL_ACCOUNT>, right click and start.
20 Wait for the job to complete successfully. 21 Use SQL Plus to connect to the local database. 22 Run these commands to verify the data are loaded to the table from the IFLEX data text file:

"select count(*) from EIM_FN_ASSET;" "select count(*) from EIM_FN_ASSET1;" select count (*) from EIM_ASSET1
23 In Control Center Manager, navigate to <INTG_IFLEX_SIEBEL_ ACCOUNT>/

<REP_USER_LOCATION>/<INTG_LOCAL_MODULE>/<Mappings>/ <IMPORT_APPLICANTTYPE_DVM>, right click and start.
24 In Control Center Manager, navigate to <INTG_IFLEX_SIEBEL_ ACCOUNT>/

<REP_USER_LOCATION>/<INTG_LOCAL_MODULE>/<Mappings>/<IMPORT_COUNTRY_DVM>, right click and start.
25 In Control Center Manger, navigate to <INTG_IFLEX_SIEBEL_ACCOUNT>/

<REP_USER_LOCATION>/<INTG_LOCAL_MODULE>/<Mappings>/ <INTG_ACCOUNT_LOC_TO_RMT_2>, right click and start.
26 In Control Center Manger, navigate to <INTG_IFLEX_SIEBEL_ACCOUNT>/

<REP_USER_LOCATION>/<INTG_LOCAL_MODULE>/<Mappings>/ <INTG_ACCOUNT_LOC_TO_RMT>, right click and start. This loads EIM_FN_ASSET table in the remote database.
27 Start SQL Plus and connect to the remote database for Siebel CRM Integration Pack for i-flex
FLEXCUBE Account Originations - Liability Products.
28 To verify the data are loaded to the tables, run these commands:

"select count (*) from EIM_FN_ASSET;" "select count (*) from EIM_FN_ASSET1;"
Each of the tables should have some rows present. The IFLEX data is loaded in Siebel EIM_FN_ASSET and EIM_FN_ASSET1 table in Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products.
To create account cross-references in Siebel EIM 1 2 3

Start the Oracle database on a local machine. Make sure the remote Oracle database for Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products is running. Log in to Oracle Warehouse Builder.
64
4 5
Navigate to Design > Import. Import the Account project file: INTG_IFLEX_SIEBEL_ACCOUNT_XREF.mdl
6 7 8
Start SQL Plus Connect to the local Oracle database. Run this command to check if XREF_DATA exists: "desc XREF_DATA"
If the data does not exist, follow these steps:
a b c d
In OWB and Project Explorer, navigate to <INTG_IFLEX_SIEBEL_ACCOUNT_XREF>/ <Databases>/<Oracle>/<SEBL_LOCAL_MODULE>/<Tables>/<XREF_DATA>. Right click to validate, generate, and deploy the table. In OWB and Project Explorer, navigate to <INTG_IFLEX_SIEBEL_ACCOUNT_XREF>/ <Databases>/<Oracle>/<SEBL_LOCAL_MODULE>/<Tables>/<XREF_DATA_FLAT>. Right click to validate, generate, and deploy the table.
10 Navigate to <INTG_IFLEX_SIEBEL_ACCOUNT_XREF>/<Databases>/<Oracle>/
<SEBL_LOCAL_MODULE>/<Sequences>/<COM_ID_SEQ>, right click to validate, generate, and deploy.
11 Navigate to <INTG_IFLEX_SIEBEL_ACCOUNT>/<Databases>/<Oracle>/
<INTG_LOCAL_MODULE>/<Transformations>/<Functions>/<f(x) TRANS_CONCAT_COMMONID, right click to validate, generate, and deploy.
12 In Project Explorer, navigate to <INTG_IFLEX_SIEBEL_ ACCOUNT_XREF>/<Experts>/

<INTG_IFLEX_SEBL_ ACCOUNT_XREF>/<INTLOAD_FLOW>, right click to validate, generate.
If there are no errors, a pop-up window displays the message: PASS. The XREF_DATA table and mapping object are now deployed.
14 In the OWB main menu, navigate to <Tools>/<Control Center Manager>. 15 Open the Control Center Manager. 16 Navigate to <INTG_IFLEX_SIEBEL_ ACCOUNT_XREF>/<REP_USER_LOCATION>/
<SEBL_ACCOUNT_XREF>/<Mappings>/<ACCOUNT_XREF>, right click and start.
17 Wait for the job to complete successfully. 18 Using SQL Plus, connect to the local database and run this command:
"select count(*) from xref_data" The table should have some rows present.
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To load account data from Siebel EIM into the Siebel database 1 2 3 4 5
Open a DOS command window. Get the IF_ROW_BATCH_NUM from OWB. Change directory to siebsrvr\bin. Log in to odbcsql. Run the following select statements to populate the EIM_FN_ASSET, EIM_FN_ASSET1, and EIM_ASSET1 tables:
SELECT * FROM XXXX.EIM_FN_ASSET T1 WHERE T1.IF_ROW_BATCH_NUM = <FROM OWB>
SQL should return records that have been inserted by the OWB script.
From a DOS command lines start the server manager using this command.
Srvrmgr /e <enterprise> /g <gateway name> /s <siebsrvr name> /u SADMIN /p <password>
In srvrmgr, enable the component group EAI, if it is not already enabled and restart siebsrvr.

for example: srvrmgr> enable compgrp eai restart siebsrvr
Run the following commands to set log file options:

change params traceflags=1, errorflags=1, sqlflags=8 for comp eim CHANGE EVTLOGLVL EIMTRACE=3 FOR COMP EIM CHANGE EVTLOGLVL EIMSQL=4 FOR COMP EIM
NOTE: The following command requires the Notepad application. Do not use WordPad as it causes problems with text formatting.
Open Notepad.
10 Enter following lines into Notepad and save file as siebsrvr\admin\iflex_asset_load.ifb.

[Siebel Interface Manager] PROCESS = Import Financial Accounts [Import Financial Accounts] TYPE = IMPORT BATCH = 1100 TABLE = EIM_FN_ASSET ONLY BASE TABLES = S_ASSET ONLY BASE TABLES = S_ASSET, S_ASSET_BU, S_ASSET_POSTN FIXED COLUMN = BILLAC_BACCT_NUM,"1" FIXED COLUMN = BILLAC_BACCTYPE_CD,"12" FIXED COLUMN = AST_AUTO_SR_FLG,"N" FIXED COLUMN = AST_COMPUNDWRNTYFL,"N" FIXED COLUMN = AST_CUSTOMIZABLEFL,"N" FIXED COLUMN = AST_DMNDNG_DR_FLG,"N" FIXED COLUMN = AST_FLEET_FLG,"N" FIXED COLUMN = AST_PRODUNDWRNTYFL,"N" FIXED COLUMN = AST_REFERENCEABLEF,"N"
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FIXED FIXED FIXED FIXED FIXED FIXED FIXED
COLUMN COLUMN COLUMN COLUMN COLUMN COLUMN COLUMN
= = = = = = =
AST_SRLNUMVRFD_FLG,"N" AST_UNDMFGWRNTYFLG,"N" AST_TYPE_CD, "Fin Account" PSTN_NAME,"Siebel Administrator" PSTN_OU_BU,"Default Organization" PSTN_OU_LOC,"INTERNAL" PSTN_OU_NAME,"Siebel Administration"
11 Enter following lines into Notepad and save the file as siebsrvr\admin\iflex_asset1_load.ifb.
[Siebel Interface Manager] PROCESS = Import Financial Accounts [Import Financial Accounts] TYPE = IMPORT BATCH = 1100 TABLE = EIM_FN_ASSET1 ONLY BASE TABLES = S_ASSET, S_ADDR_PER, S_ASSET_CON FIXED COLUMN = ADDR_CON_PRIV_FLG,"N" FIXED COLUMN = ADDR_DISACLEANSEFL,"N" FIXED COLUMN = ADDR_NAME_LOCK_FLG,"N" FIXED COLUMN = ADDR_PREMISE_FLG,"N" FIXED COLUMN = CON_CON_BU,"Default Organization"
12 Enter following lines into Notepad and save the file as siebsrvr\admin\iflex_eim_asset1_load.ifb.
[Siebel Interface Manager] PROCESS = Import Finanacial Accounts [Import Finanacial Accounts] TYPE = IMPORT BATCH = 1100 TABLE = EIM_ASSET1 ONLY BASE TABLES = S_ASSET, S_ASSET_ADDR
13 Log in to server manager. 14 Run EIM import using the following commands.

Start task for comp eim with config=iflex_asset_load.ifb Start task for comp eim with config=iflex_asset1_load.ifb Start task for comp eim with config=iflex_eim_asset_load.ifb
15 When the import is complete, check the EIM log file from siebsrvr\log to make sure records have
been imported into the appropriate Siebel base tables such as S_ASSET, S_ADDR_PER, S_ASSET_CON, and so on.
16 To display the imported records, run the following command:

Select IF_ROW_STAT from EIM_FN_ASSET where IF_ROW_BATCH_NUM=<FROM OWB>; IF_ROW_STAT should have the value IMPORTED for all imported records.
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68
Integrations
This chapter contains information on the following integrations: Assumptions and Limitations on page 69 Data Integrations on page 70 Integration Points on page 72 Changes to Siebel CRM User Interface on page 85
Assumptions and Limitations

The following are assumptions and limitations necessary to create a practical integration: Siebel CRM is the master for Contact data. i-flex is the master for Financial Account and Product data. Processes are implemented as synchronous calls. Financial Origination supports two types of accounts: Current Accounts and Term Deposits. Merge logic is not supported. Bank branch information is stored in Siebel CRM as an internal division and the Common ID association between the Siebel's ROW IDs and i-flex's Branch code is updated manually in the Common Services XREF layer. Some fields have different names and lengths. Table 2 lists these differences.
Table 2.
Field Name and Length Differences Canonical Object Length 100 100 50 20 30 Field Name addressLine1 addressLine2 City State Length 250 250 250 250 i-flex FLEXCUBE Field Name Line1 Line2 Line3 Line4 Length 35 35 35 35
Siebel CRM Field Name Addrline1 Addrline2 City and Country State zip
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Integrations Data Integrations
Data Integrations
Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products integrates the following types of data: Contact (Customer) Data Integration on page 70 Financial Account Data Integration on page 71 Product Data Integration on page 71
All data must be loaded in both applications before use. For more information, read Chapter 4, Data Loading. As you use Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products, this data is synchronized in real time between i-flex FLEXCUBE and Siebel CRM.
Contact (Customer) Data Integration

Siebel CRM is the master source of customer data. i-flex FLEXCUBE must be kept in synchronization with Siebel CRM. Figure 3 illustrates the synchronization of customer data.
Figure 3.
Customer Data Flow
NOTE: When creating a new customer account, make sure the Branch field contains a valid entry. The following integration points use customer data: Customer Account Address Change on page 72 Request Summary of Customer's Financial Accounts on page 76 Synchronize Financial Account on page 80
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Integrations Data Integrations
Financial Account Data Integration

i-flex FLEXCUBE is the master source of financial account data. Siebel CRM must be kept in synchronization with i-flex FLEXCUBE. Figure 4 illustrates the synchronization of financial account data.
Figure 4.
Financial Account Data Flow
The following integration points use financial account data: Request Financial Account Statement Service Request on page 75 Request Financial Account Transactions on page 75 Request Summary of Customer's Financial Accounts on page 76 Modification of Rollover Details of a Term Deposit on page 74 Submit Financial Account Application on page 77 Synchronize Financial Account on page 80
Product Data Integration

i-flex FLEXCUBE is the master source of product data. Siebel CRM must be kept in synchronization with i-flex FLEXCUBE. Figure 5 illustrates the synchronization of product data.
Figure 5.
Product Data Flow
The following integration point uses product data:
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Integrations Integration Points
Synchronize Product on page 83
Integration Points
The Siebel CRM Integration Pack for i-flex FLEXCUBE Account Originations - Liability Products consists of the following integration points between the two applications: Customer Account Address Change on page 72 Fetch Customer on page 73 Modification of Rollover Details of a Term Deposit on page 74 Request Financial Account Statement Service Request on page 75 Request Financial Account Transactions on page 75 Request Summary of Customer's Financial Accounts on page 76 Submit Financial Account Application on page 77 Synchronize Customer on page 80 Synchronize Financial Account on page 80 Synchronize Product on page 83
Customer Account Address Change

Direction: Siebel CRM to i-flex FLEXCUBE Data synchronized: Customer Description: This service requests modification of an account address. This can be done for the following types of accounts: Current (checking) account Savings deposit account Term deposit account
BPEL Process Name: CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync
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Figure 6 shows the BPEL process for this integration point.
Figure 6.
The CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync BPEL Process
Fetch Customer
Direction: i-flex FLEXCUBE to Siebel CRM Data synchronized: Customer Description: This process flow is called as part of the Account Origination flow. This process gets the Customer Information from Siebel CRM, given the Customer Id. This process is called by the iFLEX UBS Account Origination process, if it does not have the Customer Record in their database. BPEL Process Name: CRMIntegFetchCustomerIFLEXUBS72ToSEBL782Sync
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Figure 7.
The CRMIntegFetchCustomerIFLEXUBS72ToSEBL782Sync BPEL Process
Modification of Rollover Details of a Term Deposit

Direction: Siebel CRM to i-flex FLEXCUBE Data synchronized: Financial Account Description: This service is used for modification of the rollover instructions of a Term Deposit. The rollover type can be modified to "Principal + Interest" only.
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BPEL Process Name: CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync Figure 6 on page 73 shows the BPEL process for this integration point.
Request Financial Account Statement Service Request

Direction: Siebel CRM to i-flex FLEXCUBE Data synchronized: Financial Account Description: This service requests an account statement. The statement is generated for the account between any two specified dates. If the dates are not specified, they both default to the current date. The request can be used for the following types of accounts: Current (checking) account Savings deposit account Term deposit account
BPEL Process Name: CRMIntegSubmitServiceRequestSEBL782ToIFLEXSync Figure 6 on page 73 shows the BPEL process for this integration point.
Request Financial Account Transactions

Direction: Siebel CRM to i-flex FLEXCUBE Data synchronized: Financial Account Description: This service retrieves transactions (accounting entry details) for a specified account between any two specified dates. If the dates are not specified, they both default to the current date. The transaction details can be retrieved for the following types of accounts: Current (checking) account Savings deposit account Term deposit account Consumer Loans
BPEL Process Name: CRMIntegRequestTransactionSEBL782ToIFLEXSync
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Figure 8.
The CRMIntegRequestTransactionSEBL782ToIFLEXSync BPEL Process
Request Summary of Customer's Financial Accounts

Direction: i-flex FLEXCUBE to Siebel CRM Data synchronized: Customer, Financial Account Description: This service retrieves the summary details for all the accounts associated with a customer. The following are the account types that are retrieved for the customer: Current (checking) account Savings deposit account Term deposit account
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Consumer Loans
Available on the Contact Summary view in Siebel CRM, this integration point can display up to date list of financial accounts associated to the customer. BPEL Process Name: CRMIntegRequestAccountSummarySEBL782ToIFLEXUBS72Sync Figure 9 shows the BPEL process for this integration point.
Figure 9.
The CRMIntegRequestAccountSummarySEBL782ToIFLEXUBS72Sync BPEL Process
Submit Financial Account Application

Direction: Siebel CRM to i-flex FLEXCUBE Data synchronized: Financial Account
77
Description: This service is used for creating a new account in FLEXCUBE. This service also handles the customer creation process. If the underlying customer of the account does not exist, then the process obtains the customer details from Siebel CRM and creates it in FLEXCUBE. When the customer record is successfully created, the account creation proceeds. The following are the account types that can be created in FLEXCUBE: Current (checking) account Savings deposit account Term deposit account
BPEL Process Name: CRMIntegAccountOriginationSEBL82ToIFLEXUBS72Sync
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Figure 10. The CRMIntegAccountOriginationSEBL82ToIFLEXUBS72Sync BPEL Process
79
Synchronize Customer
Direction: Siebel CRM to i-flex FLEXCUBE Data synchronized: Customer Description: This operation synchronizes the contact information in Siebel CRM with i-flex FLEXCUBE UBS. BPEL Process Name: CRMIntegUpdateCustomerSEBL782ToIFELXSync Figure 11 shows the BPEL process for this integration point.
Figure 11. The CRMIntegUpdateCustomerSEBL782ToIFELXSync BPEL Process
Synchronize Financial Account

Direction: i-flex FLEXCUBE to Siebel CRM Data synchronized: Financial Account
80
Description: i-flex FLEXCUBE is the master repository for financial accounts. If a change occurs on an account and is authorized, the details of the account are sent to Siebel CRM. This process is initiated by i-flex FLEXCUBE to synchronize the account details with Siebel CRM. The following are the account types that are synchronized: Current (checking) account Savings deposit account Term deposit account Consumer Loans
BPEL Process Name: CRMIntegSynchronizeFinancialAccountIFLEXUSBS72ToSEBL782Sync
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Figure 12. The CRMIntegSynchronizeFinancialAccountIFLEXUSBS72ToSEBL782Sync BPEL Process
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Synchronize Product
Direction: i-flex FLEXCUBE to Siebel CRM Data synchronized: Product Description: i-flex FLEXCUBE is the master repository for Products. If a change occurs on the product and is authorized then the details of the account are sent to Siebel CRM. This process is initiated by i-flex FLEXCUBE. The following are the product types that are synchronized: Consumer Loan product Current (checking) account Savings deposit account Term Deposit product
BPEL Process Name: CRMIntegSynchronizeProductIFLEXToSEBL782Sync
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Figure 13. The CRMIntegSynchronizeProductIFLEXToSEBL782Sync BPEL Process
84
Integrations Changes to Siebel CRM User Interface
Changes to Siebel CRM User Interface

The following changes have been made to the Siebel CRM user interface to work with the integration points: Account Funding Check/Cash Form Applet on page 85 Contact List Applet on page 86 Financial Account Address Pick Applet on page 86 FINCORP Account Transaction View on page 87 FINS Product Details SF View-Rates CRMInteg View on page 87 Routing # View on page 88 Statement Copy View on page 89 Term Deposit Rollover View on page 89
Account Funding Check/Cash Form Applet

Change: Added a field for Reference Number on the Account Funding Check/Cash Form Applet, as shown in Figure 14.
Figure 14. Reference Number Field on the Account Funding Check/Cash Form Applet
85
Contact List Applet

Change: Added a field for Citizenship on the Contact List Applet, as shown in Figure 15.
Figure 15. Citizenship Field on the Contact List Applet
Financial Account Address Pick Applet

Change: When calling the Financial Account Address Pick applet from the Service Request Account Address Change View, draw addresses from the Old Address column, as shown in Financial Account Address Pick Applet on page 86.
Figure 16. Financial Account Address Pick Applet
86
FINCORP Account Transaction View

Change: In FINCORP Account, added a new view for Transaction, as shown in Figure 17.
Figure 17. Transaction View
FINS Product Details SF View-Rates CRMInteg View

Change: Added a new view, as shown in Figure 18.
Figure 18. Product Details SF View-Rates CRMInteg View
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Routing # View
Change: Added the ABA# field to the Internal Division List and Internal Division Form applets, as shown in Figure 19.
Figure 19. Routing # View
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Statement Copy View

Change: On the Statement Copy view, removed the Month and Year fields and replaced them with From Date and To Date, as shown in Figure 20.
Figure 20. Statement Copy View
Term Deposit Rollover View

Change: Added a new view, Term Deposit Roller, as shown in Figure 21.
Figure 21.
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90
Troubleshooting
This chapter contains the following information: Siebel Error Logs on page 91 Error Messages on page 92 Troubleshooting Techniques on page 115
Siebel Error Logs

Within the Siebel environment logging information is written to logs files to help facilitate troubleshooting unwanted behaviors. The following log types are available: Siebel Server Log Files on page 91 Siebel Web Server Extension Log Files on page 91 Siebel Dedicated Web Client Log Files on page 92 Siebel Events and Event Logging on page 92
Siebel Server Log Files

For an enterprise Siebel Server environment the log files are stored in the log directory for each individual Siebel Server. The System Monitoring and Diagnostics Guide for Siebel Business Applications provides details about these log files. The log file is located as follows: For Microsoft Windows: $SIEBSRVR_ROOT\log directory For UNIX: $SIEBSRVR_ROOT/enterprises/$Enterprise/$Siebel_Server/log directory.
Siebel Web Server Extension Log Files

The Siebel Web Server Extension or SWSE Log Files are maintained in the log directory of the Siebel Web Server Extension root installation. For details information about SWSE logging, refer to Siebel FAQ 2117. The log file is located as follows: For Microsoft Windows: $SWEAPP_ROOT\log For UNIX:
91
Troubleshooting Error Messages
$SWEAPP_ROOT/log
Siebel Dedicated Web Client Log Files

For a stand-alone client (dedicated web client), the clients log file (Siebel*.log) is present in the log directory of the Siebel Dedicated Web client installation if client side logging is enabled. For more information about client side logging, refer to FAQ 1322.
Siebel Events and Event Logging

Most of the logging information is generated by setting logging levels for events that are defined in the Siebel event logging system. The log level setting is used to define the amount of information that is written to the log file. Log levels are set for event types. Table 3 lists the log levels.
Table 3.
Log Level Settings Description Fatal Errors Warnings Informational Details Diagnostic
Log and Severity Level 0 1 2 3 4 5
When an event occurs, the severity level of the event (as defined by the event subtype) is compared with the log level of the event type. If the numerical value of the event severity level is equal to or lower than the numerical value of the event type log level, then the event is written to the log file. If the numerical value of the event severity level is higher than the numerical value of the event type log level, then the event is ignored.
Error Messages
Both Siebel CRM and i-flex FLEXCUBE generate error messages associated with this integration. The following topics cover most of these error messages: Siebel CRM Process Turned Off on page 93 i-flex Process Unavailable on page 93 BPEL Down on page 93 i-flex Error Messages on page 93
92
Siebel CRM Error Messages on page 113
Siebel CRM Process Turned Off

When the Siebel CRM process is turned off, you may get one or more of the following errors when using Siebel CRM: SBL-BPR-00162. Error invoking service <service name>, method process at step CallWS. ORABPEL-02106. Operation process of Web Service <path> at port <port name> failed with the following explanation: <error number>. SBL-EAI-04308. The process class CRMIntegAccountOriginationSEBL82ToIFLEXUBS72Sync has not been turned on. No operations on the process or any instances belonging to the process may be performed if the process is off.
i-flex Process Unavailable

When the i-flex process is turned off or the server is down, you may get one or more of the following errors when using Siebel CRM: Following Error Has Occurred in Process: Flow Name: <workflow name> SBL-EXL-00151. [Error] <server name>.bpel.client.BPELFault
BPEL Down
When BPEL is down, you may get one or more of the following errors when using Siebel CRM: SBL-BPR-00162. Error invoking service <service name>, method process at step CallWS. SBL-EAI-04115. Cannot connect to the server.
i-flex Error Messages

Table 4 lists the error codes produced by i-flex FLEXCUBE.
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes AC-ADUP01 Error Description Record already exists for the account number $1 in branch $2 for the location $3 and for the media $4 Value is invalid for the field $1/ Record is Unauthorized or Closed. Error Parameter "$1 = Account number $2 = Branch code $3 = Location $4 = Media" $1 = Name of the field which is invalid
Operation Name Account Address
Account Address
AC-ADUP02
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Table 4.
Error Codes from i-flex FLEXCUBE Error Codes AC-ADUP03 Error Description Default Address already available for the account number $1 Unexpected Internal Error in Uploading Customer Address during $1 Phase Unexpected Internal Error in Uploading Customer Address during $1 Phase Primary Address already defaulted $1 Field cannot be Null "$1 = Field in the upload message Ex: Media, Branch, Message type" "$1 = Account number $2 = Branch code" "$1 = Account number $2 = Branch code" $1 = External reference number of the account Error Parameter $1 = Account number $1 = The processing phase in which the address failed to get uploaded. "'Insertion' 'Validation'"
Operation Name Account Address
Account Address
AC-ADUP04
Account Address
AC-ADUP04
Account Address Account Address
AC-ADUP05 AC-ADUP07
Account Address
AC-ADUP09
Address details for the account $1 in branch $2 already exists. Cannot proceed Account Number $1 , Branch Code $2 Combination Does Not Exist or is in Closed status No account exists for external Ref No $1 Number of copies cannot be less than zero or greater than 99 Address already exists for Customer No:$1 Media:$2 Location:$3 Message from external system may be invalid/improper for the external reference number $1 Address1 not compatible with Swift Format Account number or Branch code is NULL
Account Address
AC-ADUP10
Account Address
AC-ADUP11
Account Address Account Address
CS-MINMAX1 CUS-ADUP01
"$1 = Account number $2 = Branch code"
Account Address
GW-ACADUP01
Account Address Account/Term deposit Statement request
MS-00029 GW-STMT000
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Table 4.
Error Codes from i-flex FLEXCUBE Error Codes GW-STMT002 Error Description No account exists for external Ref No $1 Account Number $1 , Branch Code $2 Combination Does Not Exist or is in Closed status Both Account And External Ref No Cannot Be Null Error occurred in Common Object to FCUBS XML Transformation Error in In-Value data translation Error occurred in the call to FLEXCUBE Web Service Error in Out-Value data translation Error occurred in FCUBS to Common Object XML Transformation Factoryship details for Source [$1] and Source Operation [$2] not maintained "$1 = name of the external system sending the request $2 = Name of the source operation in amendment " $1 = Account number, $2 = Branch code Error Parameter
Operation Name Account/Term deposit Statement request Account/Term deposit Statement request Account/Term deposit Statement request BPEL Process Error
GW-STMT006
GW-STMT01
BPELERR-01
BPEL Process Error BPEL Process Error BPEL Process Error BPEL Process Error
BPELERR-02 BPELERR-03 BPELERR-04 BPELERR-05
Common Gateway Errors
GW-AMND01
Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors
GW-CLOB0001 GW-CLOB0002 GW-CRTXML01 GW-CRTXML01 GW-CRTXML02
Failed while creating the clob object Failed while freeing the clob object Failed while creating the response XML message Failed while creating the response XML message Failed while forming appending the child elements to the response XML
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Table 4.
Error Codes from i-flex FLEXCUBE Error Codes GW-CRTXML02 Error Description Failed while forming appending the child elements to the response XML Unhandled exception in $1 $1 = Name of the operation in which the error occurred $1 = This will be replaced by the field name which has NULL value Error Parameter
Operation Name Common Gateway Errors Common Gateway Errors Common Gateway Errors
GW-ERR002
GW-EXT002
Mandatory field $1 should not be null
Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors
GW-NOSOURCE GW-NOTF001
Invalid Source This combination of Branch code and Notification code is already existing Failed while parsing the XML message Failed while forming the TS list from the XML message Failed while getting the child element for a node in the XML message Failed while extracting the header values from the incoming xml Not able to identify the source No data found for the service operation and source combination Invalid USER ID $1 $1 = FCUBS User ID who is doing the processing
GW-PARS0001 GW-PARS0002 GW-PARS0003
GW-ROUT0001
GW-ROUT0002 GW-ROUT0003
GW-ROUT0004
User $1 already Logged in FLEXCUBE Branch Code $1 is not valid $1 = Branch code
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Table 4.
Error Codes from i-flex FLEXCUBE Error Codes GW-ROUT0007 Error Description User not allowed to perform the action in the branch since the time level of the branch is more than that of the user User does not have the rights to perform the operation Invalid User or Branch Failed while validating the xml message against the XSD Failed while validating the xml message Duplicate message detected Failed while logging the message Failed while generating the message reference number Failed while selecting the response queue name for the given source code Source authentication failed for the source $1 Failed while routing the XML message Branch code passed in the FCUBS_HEADER :[$1] and FCUBS_BODY : [$2] are different. Cannot proceed Unexpected Internal Error in Uploading Customer Address during $1 Phase Primary Address already defaulted New Customer Cannot be Created. Bank Parameters is Unauthorized. "$1 = Branch code $2 = Branch code" $1 = The external system code which is sending the request Error Parameter
Operation Name Common Gateway Errors
Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors Common Gateway Errors
GW-ROUT0008 GW-ROUT0009 GW-ROUT0010 GW-ROUT0011 GW-ROUT0012 GW-ROUT0013 GW-ROUT0014 GW-ROUT0015
GW-ROUT0016
Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification
AC-ADUP04
'Insertion'
AC-ADUP05 CS-10000
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Table 4.
Error Codes from i-flex FLEXCUBE Error Codes CY-CDF13 FT-SSN000 FT-SSN002 FT-SSN003 IFATM-002 IFATM-003 IF-UPL-14 Error Description Enter positive number SSN Value should be entered.! The format of ssn should be nnnnn-nnnn SSN value entered already exists Duplicate ATM Account Number. ATM Branch is not Maintained. Branch Code Invalid "$1 is Invalid Branch, $2 is Local Branch in Customer Upload Error Parameter
Operation Name Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification
Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification
IF-UPL-23
Name and Address length cannot be more than 35 characters Mis Class $1 Mandatory Is Missing Record No Cannot be NULL Value for sex has to be either M or F Value for deceased has to be either D or N Value for resident_status has to be either R or N Swift Address length should be 8 or 11 This Short Name is already used Algorithm Id cannot be NULL FX Netting Customer cannot be NULL $1 = MIS Class
IF-UPL-25 IF-UPL-34 IF-UPL-35 IF-UPL-36 IF-UPL-37 MS-00029 ST-CIF02 ST-CIF100 ST-CIF101
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Table 4.
Error Codes from i-flex FLEXCUBE Error Codes ST-CIF24 Error Description Customer Unique Identifier Value and Name Combination does not make it unique Customer Name cannot be one of the Customer Categories. Account open date cannot be greater than today Could not generate the check digit for the account. Change the control digits and try again. Invalid Mis Group $1 Invalid Mis Code $1 Stale days cannot have zero, negative or decimal values Stale days cannot be null Cheque Book name is Not Entered Please check! Invalid customer type Identified Customer local branch should be the same as the current upload branch Address Details of the customer is missing Address Media is NULL Media is missing for the customer Address location is NULL Location of the customer is missing Customer in the req msg should be null when auto generation of customer number is set $1 = MIS Group $1 = MIS Code Error Parameter 'Customer Unique Identifier'
Operation Name Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification
ST-CIF55 ST-CUS10 ST-CUS12
ST-CUS55 ST-CUS56 ST-CUS58 ST-CUS59 ST-CUS70 ST-CUST0001 ST-CUST0006
ST-CUST0008 ST-CUST0008 ST-CUST0010 ST-CUST0011 ST-CUST0011 ST-CUST0012
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Table 4.
Error Codes from i-flex FLEXCUBE Error Codes ST-CUST0012 ST-CUST0013 Error Description Error occurred while reading data from udef text labels Customer in the req msg cannot be null when auto generation of customer number is off Error occurred while inserting the udef text values Failed while defaulting the relationship Customer in the req msg should be null when auto gen is on Customer in the req msg cannot be null when auto gen is off Exposure Category cannot be null $1 Cannot Be Null $1 can be one of the following 'Message Type' Error Parameter
Operation Name Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification
ST-CUST0013 ST-CUST0014 ST-CUST0015 ST-CUST0016 ST-EXP1 ST-MAN01
ST-PREF04 ST-PRP001 ST-REC01 ST-REC02
Prefix1 is not maintained in the Customer Prefix Maintenance Error while logging Customer details for propagation This Record Already Exists Maximum number of accounts has been opened under this branch. The account number is not between start and end account number. The XREF should be unique Invalid Customer $1 Invalid Relationship $1 $ 1 does not comply with swift character set $1 = Customer Number $1 = Relationship name "$1 can be one of the following Branch Code
ST-REC03
ST-REF01 ST-REL009 ST-REL010 ST-TRN05
100
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes ST-UPCA0100 ST-UPL-003 ST-UPLD101 ST-UPLD11 ST-UPLD30 ST-UPLD31 ST-UPLD32 ST-UPLD33 ST-UPLD36 ST-UPLD37 ST-UPLD38 ST-UPLD39 ST-UPLD41 ST-UPLD42 ST-UPLD43 UD-UDF-057 UPDUPLD-3 UPDUPLD-8 Error Description Validation digit for Modulo 9 Validation is not 0 or 9 Generic Error in function fn_start_cust_amend unable to get process reference number Risk Category is Invalid Invalid Country Code $1 Invalid Customer Category $1 Invalid language Code $1 Invalid Currency Code $1 AML Group Cannot be NULL Invalid AML Group $1 AML Group has to be NULL Invalid Group Code $1 Invalid Cust Classification $1 Invalid Group Type $1 Invalid value for Aml Required Failed to FN_GET_VALID_VALS for field name $1. Data not maintained Properly for cstms_function_udf_fields_map invalid Field Name $1 = User defined Field name $1 = Invalid group type $1 = Invalid group code $1 = Currency code $1 = Anti Money Laundering group Risk Category' $1 = Country code $1 = Customer Category name Error Parameter
Operation Name Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification Customer Creation/ modification
10 1
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes AC-ADUP01 Error Description Record already exists for the account number $1 in branch $2 for the location $3 and for the media $4 Value is invalid for the field $1/ Record is Unauthorized or Closed. Unexpected Internal Error in Uploading Customer Address during $1 Phase $1 Field cannot be Null. Address details for the account $1 in branch $2 already exists. Cannot proceed Mandatory Fields Not Found Nothing To Process Invalid Action Code Error during financial balancing Duplication of Reference Number Detected. Cancel the Transaction and Exit the Form. Re-Input the Remaining Transaction in a New Batch. GL/Account not Authorized Financial Period AND/OR Financial Cycle for the branch ARE/IS NULL Instrument $1 Reported to have been Lost. $1is not a valid field Unhandled exception while validating text field Error Parameter
Operation Name Savings/Deposit Account creation
Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
AC-ADUP02
AC-ADUP04
AC-ADUP07 AC-ADUP09
AC-HOF01 AC-HOF02 AC-HOF03 AC-HOF04 AC-HOF05
Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
AC-LKUP1 AC-MAJ01
AC-RECLOST CS-UDF-0002 CS-UDF-0091
102
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes CS-UDF-0141 CS-UDF-0152 CS-UDF-0161 CS-UDF-0162 CS-UDF017 CS-UDF018 CY-9001 CY-CDF13 CY-CDF14 Error Description Unhandled exception while checking mask For field $1,the value $2 is not a valid date Unhandled exception while checking the date range For field $1,the value $2 should be within the allowed period VALUE NOT AVAILABLE IN LOV INVALID FUNCTION AND FIELD_NAME COMBINATION Insufficient parameters passed for getting the currency rates. Enter positive number Mandatory To visit the PC (Cr. or Dr. Auto Exchange Rate limits) screen Insufficient Funds for Contract Initiation; Proceed with Funds Tracking? Unhandled exception while uploading the transaction Mandatory Field Product Code is NULL Failed while retrieving ICEOD_STATUS for the $1 branch. $1 branch may not valid. ICEOD is running in $1 branch.So Account/TD creation operation is not allowed. ICEOD is running in $1 branch.So Account/TD creation operation is not allowed. Invalid Auto Deposit Account $1 specified $1 = Account number $1 = Branch code Error Parameter
Operation Name Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
DE-TRACK01
DE-TUD-002 DE-TUD-003 GW-ACC-001
GW-ACC-002
GW-ACC-100
GW-ACUP001
10 3
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes GW-ACUP0015 GW-ACUP002 GW-ACUP003 GW-ACUP004 GW-ACUP005 GW-ACUP006 GW-ACUP007 GW-ACUP008 GW-ACUP009 GW-ACUP010 GW-ACUP016 GW-ACUP017 GW-ACUP018 GW-ACUP020 GW-ACUP021 GW-ACUP022 GW-ACUP023 GW-ACUP024 Error Description Invalid Bank Name $1 Mentioned Invalid Sweep Branch Code $1 specified Invalid Deposit Currency Code $1 specified Invalid Sweep to Account $1 specified Could not populate auto deposit details Invalid Charge Product$1 Specified Could not populate Charge Slab Details Could not populate Charge Console Details Invalid Product Code $1 Specified for Restriction Could not populate Product Restrictions Details Could not populate IC Product Details Invalid Transaction Code $1 Specified for Restriction Could not populate Transaction Code Restrictions More than One Product for TD Upload Specified Unhandled Exception during SlimInt Population Invalid Debit Rate Code $1 Specified Invalid Credit Rate Code $1 Specified Unhandled Exception During IC Details Population $1 = Sweep Branch code $1 = Currency code $1 = Sweep account number Error Parameter
Operation Name Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
104
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes GW-ACUP026 GW-ACUP027 GW-ACUP25 GW-AMND01 Error Description Could not populate Funding Details UnHandled Exception During population of Funding Details Invalid Funding Account $1 Specified Factoryship details for Source [$1] and Source Operation [$2] not maintained Branch code passed in the FCUBS_HEADER :[$1] and FCUBS_BODY : [$2] are different. Cannot proceed Entered Charge Start Date is a holiday. Enter Valid Next Maturity Date Enter Valid Roller Amount Enter Valid Maturity Date Interest/Charge Book A/c must be RD A/c for AutoRollover Calculation Account must be RD A/c Calculation Account must be RD A/c For Auto Rollover with Principal, Principal liquidation a/c must be TD a/c For Auto Rollover with Principal, Interest liquidation a/c must not be TD a/c For Auto Rollover with Principal+Interest, Principal liquidation a/c must be TD a/c Error Parameter
Operation Name Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
GW-ROUT0018
Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
IC-0016 IC-BOD007 IC-BOD008 IC-BOD009 IC-BOD016 IC-BOD017 IC-BOD017 IC-BOD030
IC-BOD031
IC-BOD032
10 5
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes IC-BOD033 Error Description For Auto Rollover with Principal+Interest, Interest liquidation a/c must be TD a/c For Close on Maturity Principal liquidation a/c must not be TD a/ c For Close on Maturity Interest liquidation a/c must not be TD a/ c For Auto Rollover with Special Amount, Principal liquidation a/c must not be TD a/c For Auto Rollover with Special Amount, Interest liquidation a/c must not be TD Principal Liquidation account cannot be null or same as deposit account Account No. cannot be Null Account No. and sweep to Account cannot be the same Sweep to Account must be unique Retry Till Date cannot be less than Todays Date Start Date cannot be less than Todays Date Start Date cannot be NULL Retry Till Date cannot be less than Start Date Either Discount Amount or Discount Percentage can be maintained A record already exists for this date Error Parameter
Operation Name Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
IC-BOD034
IC-BOD035
IC-BOD036
IC-BOD037
IC-BOD21
IC-INSTR01 IC-INSTR02 IC-INSTR03 IC-INSTR05 IC-INSTR06 IC-INSTR07 IC-INSTR10 IC-PR052
IC-SI002
106
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes IC-SI003 IC-SP001 IC-SP003 IFATM-002 IFATM-003 IF-DAT013 LD-ACN016 LD-ACN017 LD-PRV1 MI-DEF02 Error Description Effective Date Cannot be null Enter a valid product code. Slab/Tier amount already exists Duplicate ATM Account Number. ATM Branch is not Maintained. Can not Upload Contract for External Reference Number, $1 Unhandled Exception in Accounting Entry Function Unhandled Exception in Accounting Entry Function The NORM status is mandatory MIS Details could not be defaulted from account class / Product MIS Details not entered Rate Code is Null Refinance Spread is Null Swift Address length should be 8 or 11 Unhandled Exception during - $1 Account Number [$1] length is more than Account Mask [$2] length. Account Class [$1] is Invalid. Error Parameter
Operation Name Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
MI-DEF99 MI-MNT23 MI-MNT24 MS-00029 ST-ACC-100 ST-ACC-101
ST-ACC-102
10 7
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes ST-ACC-103 Error Description Currency Code [$1] is either Invalid or Restricted for Account Class [$2]. Clearing Bank Code [$1] is Invalid. Customer Code [$1] is either Invalid or Restricted for Account Class [$2]. Customer Account and Funding Account Can not be Same. Funding Branch [$1] for the Customer is not Valid. Funding Account [$1] for the Customer is not Valid. Funding Account should be Null. Funding Branch should be Null. Reorder check validation failed Wrong Value for Auto Reorder Check level and Check leaves Account Status [$1] passed is not Valid. Exposure Category [$1] is not Valid. GL Line/Code [$1] is not Valid. Joint Holder Type [$1] is not Valid. Joint Holder Code [$1] is not Valid. Upload/Insertion Failed for [$1] Roll Over Amount Can not be Zero for Rollover Type S. Error Parameter
ST-ACC-104 ST-ACC-105
ST-ACC-106 ST-ACC-107 ST-ACC-108 ST-ACC-109 ST-ACC-110 ST-ACC-111 ST-ACC-112 ST-ACC-113 ST-ACC-114 ST-ACC-115 ST-ACC-116 ST-ACC-117 ST-ACC-118 ST-ACC-119
108
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes ST-ACC-120 Error Description GL Code is not Maintained for the Branch [$1] and Pay In Option [$2]. [$1] is Invalid. Duplicate BIC Code Mentioned. Booking Account Not Valid. Booking Account Not Valid. Update Of Account Failed Account open date cannot be greater than today Could not generate the check digit for the account. Change the control digits and try again. Joint-Holder already Exists Primary Customer cannot be maintained as a joint holder This IBAN A/c No. is already maintained Stale days cannot have zero, negative or decimal values Product not maintained for this Account Special Condition not maintained for this Account TD Details Not Maintained properly for this Account Booking TD Account Failed Exposure Category cannot be null Error Parameter
ST-ACC-121 ST-ACC-122 ST-CAC99 ST-CAC99 ST-CUS06 ST-CUS10 ST-CUS12
ST-CUS17 ST-CUS18 ST-CUS30 ST-CUS58 ST-CUS96 ST-CUS97 ST-CUS98 ST-CUS99 ST-EXP1
10 9
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes ST-IBAN09 ST-IBAN10 Error Description Failed in generation of check digit number Generated Check digit number and check digit input are different Failed in generation of check digit number Generated Check digit number and check digit input are different This Record Already Exists Maximum number of accounts has been opened under this branch. The account number is not between start and end account number. The account number is not between start and end account number. Mandatory Fields in Relationship is Null Duplication of Records Occurred Duplication of Primary GL lines for NORMAL Status not maintained $1 is mandatory. Interest or Principal cannot be moved to unclaimed if the deposit is closing on maturity Auto rollover cannot be allowed if the deposit is closing on maturity Error Parameter
Operation Name Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation
ST-MAN01 ST-RD001
ST-REC01 ST-REC02
ST-REC03
ST-REC03
ST-REL006 ST-REL007 ST-REL008 ST-STM05 ST-TD-100 ST-TD-104
ST-TD-105
110
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes ST-TD-108 ST-TD-110 Error Description TD Amount cannot be null or less than zero Cannot Move Principal to Unclaimed when Auto Rollover is Checked Offset Account cannot be null This does not comply with swift character set Unhandled exception in function which validates linked entities. Unhandled exception in function which validates linked entities. No customer account exist to amend. Could not proceed. Validation digit for Modulo 9 Validation is not 0 or 9 Generic Error $1 Failed while validating for VAT accounts Invalid combination of Dr and Cr Accounts For field $1,the value $2 is not a unique value For field $1,the value $2 is not per of mask $3 Account number is invalid Module $1 is unsupported in Single Customer View Unexpected error when processing the query request Account Number $1 , Branch Code $2 Combination Does Not Exist or is in Closed status $1 Cannot be NULL $1 = Branch code Error Parameter
Operation Name Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation Savings/Deposit Account creation SCV Account details SCV Account details SCV Account details SCV Account details
ST-TD-129 ST-TRN05 ST-UPCA0007 ST-UPCA0053 ST-UPCA0075 ST-UPCA0100 ST-UPL-001 ST-VAT01 ST-VAT02 UD-UDF-053 UD-UDF-059 GW-SCV003 GW-SCV009 GW-SCV010 GW-STMT006
SCV Account details
ST-MAN01
11 1
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes GW-SCV001 Error Description Both customer number and external reference number are null No record exists for the customer $1 and external reference number $2 No customer record exits for the external reference number $1 The Customer No $1 Is Not A Valid One No Transactions exist for Account Number $1 in the Branch $2 Module $1 is unsupported in Single Customer View From Date Cannot Be Greater Than To Date Account Number $1 , Branch Code $2 Combination Does Not Exist or is in Closed status Account number and/or branch code is NULL Failed while retrieving ICEOD_STATUS for the $1 branch. $1 branch may not valid. ICEOD is running in $1 branch.So Account/TD creation operation is not allowed. Both Account And External Ref No Cannot Be Null No account exists for external Ref No $1 Account Number $1 , Branch Code $2 Combination Does Not Exist or is in Closed status Interest/Charge Book A/c must be RD A/c for AutoRollover $1 = External reference number "$1 = Account number $2 = Branch code" $1 = Branch code Error Parameter
Operation Name SCV Summary details SCV Summary details SCV Summary details SCV Summary details SCV Transaction details SCV Transaction details SCV Transaction details SCV Transaction details SCV Transaction details Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover
GW-SCV002
GW-SCV004 GW-SCV005 GW-SCV008
GW-SCV009 GW-SCVT007 GW-STMT006
GW-STMT012 GW-ACC-001
GW-ACC-002
$1 = Branch code
GW-STMT001 GW-STMT002 GW-STMT006
IC-BOD016
112
Table 4.
Error Codes from i-flex FLEXCUBE Error Codes IC-BOD030 Error Description For Auto Rollover with Principal, Principal liquidation a/c must be TD a/c For Auto Rollover with Principal, Interest liquidation a/c must not be TD a/c For Auto Rollover with Principal+Interest, Principal liquidation a/c must be TD a/c For Auto Rollover with Principal+Interest, Interest liquidation a/c must be TD a/c For Close on Maturity Principal liquidation a/c must not be TD a/ c For Close on Maturity Interest liquidation a/c must not be TD a/ c For Auto Rollover with Special Amount, Principal liquidation a/c must not be TD a/c For Auto Rollover with Special Amount, Interest liquidation a/c must not be TD a/c Special Condition not maintained for this Account Error Parameter
Operation Name Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover Term Deposit Rollover
IC-BOD031
IC-BOD032
IC-BOD033
IC-BOD034
IC-BOD035
IC-BOD036
IC-BOD037
ST-CUS97
Siebel CRM Error Messages

Table 5 lists the error messages for Siebel CRM.
Table 5.
Siebel CRM Error Messages Error Message Data Transfer Utilities failed to find the active business component. External exception occurs in the Data Transfer Utilities. An internal error has occurred in the Data Transfer Utilities. %1 is an unknown Invoke From command in Data Transfer Utilities. %1 is an incorrect data map component name.
Error Code SBL-FIN-00100 SBL-FIN-00101 SBL-FIN-00102 SBL-FIN-00103 SBL-FIN-00104
11 3
Table 5.
Siebel CRM Error Messages Error Message An error occurs in determining the parent data map component. An error occurs in locating the data map object %1. Unknown operation %1 is encountered in Data Transfer Utilities. The radius must be greater than zero. You have reached the end of the application. There are no products selected. There are no views specified for the products selected. You are already at the first view required for the current application. Business component conflict. Please apply business component %s to either parent applet or popup applet. Error in map user property of business service %1. MQ Series parameters for application data exchange are not found in System Preferences. Applet: '%1', control or list item: '%2', has one or more incorrect user properties: '%3'. There is no applet instance specified. Please enter at least one applet instance for this Dynamic Applet. There is no field instance specified. Please enter at least one field instance for this Dynamic Applet. There is no view instance specified. Please enter at least one view instance for this Dynamic Applet. Applet '%1' does not exist. Drilldown '%1' does not exist. Field '%1' does not exist. JavaScript Manager does not exist. Method '%1' does not exist. Invalid expression. Please make sure the expression is valid. Invalid node in parse tree. Variable not found. Invalid operation found in expression. No expression to be evaluated. BRP Runtime Error %1. BRP Runtime Error: %1 is recursively invoked.
Error Code SBL-FIN-00105 SBL-FIN-00106 SBL-FIN-00107 SBL-FIN-00108 SBL-FIN-00109 SBL-FIN-00110 SBL-FIN-00111 SBL-FIN-00112 SBL-FIN-00113 SBL-FIN-00114 SBL-FIN-00115 SBL-FIN-00116 SBL-FIN-00117 SBL-FIN-00118 SBL-FIN-00119 SBL-FIN-00120 SBL-FIN-00121 SBL-FIN-00122 SBL-FIN-00123 SBL-FIN-00124 SBL-FIN-00201 SBL-FIN-00202 SBL-FIN-00203 SBL-FIN-00204 SBL-FIN-00205 SBL-FIN-00210 SBL-FIN-00211
114
Troubleshooting Troubleshooting Techniques
Table 5.
Siebel CRM Error Messages Error Message BRP Runtime Error: duplicate property %1 is defined. BRP Runtime Error: undefined process %1. BRP Runtime Error: undefined property %1. BRP Runtime Error: undefined procedure %1. BRP Runtime Error: output argument %1 has an incorrect type. BRP Runtime Error: properset Set operation has a wrong expression. BRP Runtime Error: a looped statement step does not have a condition. BRP Init Error: %1. BRP Runtime Error: Loop exceeds the maximum iteration number. BRP Runtime Error: no execution path for the switch step and no default switch block defined. Unknown named parameter %1 is used in Data Transfer Utilities. User property %s of business component %s has either missing or improper setting.
Error Code SBL-FIN-00212 SBL-FIN-00213 SBL-FIN-00214 SBL-FIN-00215 SBL-FIN-00216 SBL-FIN-00217 SBL-FIN-00218 SBL-FIN-00219 SBL-FIN-00220 SBL-FIN-00250 SBL-FIN-00251 SBL-FIN-00252
Troubleshooting Techniques
When a BPEL process fails to complete successfully the starting point to identify the point of failure is the BPEL Console. In the BPEL Console application and click the Instances tab. This displays a list of BPEL instances which were invoked for execution on that BPEL server. By default the rows are sorted by the Last Modified column. To find errors, look for rows marked with an error icon. The error icon is a yellow triangle with an exclamation point (!) in it. To display details on the errored row, click the hyperlink under the instance name. In the detailed view, click the Flow tab. This displays a graphical representation of the BPEL flow. The step where the error occurred is highlighted in red. When you identify the error step, look at the request and response payload to get an understanding of the problem. If a customer (contact) synchronization fails, make sure all fields have valid data. For example, make sure that Branch is not Null.
11 5
Troubleshooting Troubleshooting Techniques
116
Index
Numerics
24/7 Processing (defined) 9
A
abbreviations 9 access, TTY 7 account data extracting 53 integration 71 loading 62 master source 69 Account Funding Check/Cash Form Applet 85 account integration point 75, 76 activating workflow definitions financial account origination 28 service requests 41 single customer view 34 applying quick fix 21 assumptions, integration 69
B
BPEL Down (error message) 93 BPEL process configuring 45 BPEL, configuring 43 branch details, loading 54 Business Processes Execution Language configuring 43
financial account origination 29 product synchronization 24 service requests 42 single customer view 35 contact data integration 70 loading 54 master source 69 Contact List Applet 86 CRMIntegFetchCustomerIFLEXUBS72ToSEB L782Sync 73 CRMIntegProcessParametersAO.xml 44 CRMIntegRequestAccountSummarySEBL782 ToIFLEXUBS72Sync 77 CRMIntegRequestTransactionSEBL782ToIFL EXSync 75 CRMIntegSynchronizeFinancialAccountIFLE XUSBS72ToSEBL782Sync 81 CRMIntegSynchronizeProductIFLEXToSEBL7 82Sync 83 cross-reference seed data, importing 20 Customer Account Address Change 72 customer data extracting 52 integration 70
D
data flow 12 data loading 51 database tools 8 datasources, defining 20 defining datasources 20 documentation accessibility 7 documents, related 8 domain value maps 43 downloading software 15
C
CallWS 93 common functions, setting up 19 configuring BPEL process 45 Business Processes Execution Language 43 CRMIntegProcessParametersAO.xml 44 Error Handler Service 22 financial account origination 25 i-flex FLEXCUBE 48 lists of values, service requests 37 product synchronization 22 service requests 37 Siebel CRM 21 single customer view 30 configuring seed data
E
EAI (defined) 9 Enterprise Application Integration 9 Error Handler Service, configuring 22 error logs 91 error messages 92 i-flex 93 Siebel CRM 113
11 7
Index F
event logging 92 extracting account data 53 customer data 52 product data 51 extracting data from i-flex FLEXCUBE
51
F
Fetch Customer 73 financial account data integration 71 defined 9 integration point 75, 76 Financial Account Address Pick Applet 86 financial account origination activating workflow definitions 28 configuring 25 configuring seed data 29 importing SIF files 25 importing Web service definitions 28 importing workflow definitions 28 FINCORP Account Transaction View 87 FINS Product Details SF View-Rates CRMInteg View 87 Fusion Middleware installing 16 patches 17
G
glossary 9
H
hub and spoke model 12
single customer view 34 importing workflow definitions financial account origination 28 service requests 40 single customer view 33 installing Fusion Middleware 16 Fusion Middleware and JDeveloper patches 17 patches 17 integration account data 71 assumptions 69 contact 70 customer 70 limitations 69 product data 71 integration architecture 12, 13 integration points 13 complete list of 72 Customer Account Address Change 72 Fetch Customer 73 Modification of Rollover Details of a Term Deposit 74 Request Financial Account Statement Service Request 75 Request Financial Account Transactions 75 Request Summary of Customers Financial Accounts 76 Submit Financial Account Application 77 Synchronize Customer 80 Synchronize Financial Account 80 Synchronize Product 83
I
ID cross-reference seed data, importing 20 i-flex error messages 93 i-flex FLEXCUBE configuring 48 extracting data from 51 i-flex FLEXCUBE UBS 11 i-flex process unavailable 93 importing ID cross-reference seed data 20 importing SIF files financial account origination 25 product synchronization 22 service requests 38 single customer view 30 importing Web service definitions financial account origination 28 product synchronization 24 service requests 41
J
JDeveloper, patches 17
L
language support 14 limitations, integration 69 lists of values, service requests 37 loading account data 62 branch details 54 contact data 54 product data 54 loading data into Siebel CRM 54 log files Siebel Dedicated Web Client 92 Siebel Server 91 Siebel Web Server Extension 91 logs 91
118
Index M
M
master data (defined) 9 Modification of Rollover Details of a Term Deposit 74
O
ORABPEL-02106 93 Oracle SOA Suite 14 Oracle Support Services 7 Oracle Warehouse Builder 14
P
patches, installing 17 product data extracting 51 integration 71 loading 54 master source 69 product synchronization configuring 22 configuring seed data 24 importing SIF files 22 importing Web service definitions 24 product, integration point 83
Q
quick fix, applying 21
R
related documents 8 Request Financial Account Statement Service Request 75 Request Financial Account Transactions 75 Request Summary of Customers Financial Accounts 76 requirements 14 rollover details 74 Routing # View 88
S
SBL-BPR-00162 93 SBL-EAI-04115 93 SBL-EAI-04308 93 SBL-EXL-00151 93 seed data financial account origination 29 product synchronization 24 service requests 42 single customer view 35 seed data, importing 20 service requests activating workflow definitions 41
configuring 37 configuring lists of values 37 configuring seed data 42 importing SIF files 38 importing Web service definitions 41 importing workflow definitions 40 integration point 75 setting up common functions 19 setting up domain value maps 43 Siebel CRM configuring 21 error messages 113 loading data into 54 user interface changes 85 version 11 Siebel CRM Process Turned Off 93 Siebel Dedicated Web Client log files 92 Siebel error logs 91 Siebel events 92 Siebel Server log files 91 Siebel Tools 14 Siebel Web Server Extension log files 91 SIF files financial account origination 25 product synchronization 22 service requests 38 single customer view 30 single customer view activating workflow definitions 34 configuring 30 configuring seed data 35 importing SIF files 30 importing Web service definitions 34 importing workflow definitions 33 software downloading 15 requirements 14 Statement Copy View 89 Submit Financial Account Application 77 support services 7 Synchronize Customer 80 Synchronize Financial Account 80 Synchronize Product 83
T
term deposit 74 Term Deposit Rollover View 89 transactional data (defined) 9 troubleshooting 91 troubleshooting techniques 115 TTY access 7
11 9
Index U
U
UCM (defined) 9 Universal Customer Master 9 user interface changes Account Funding Check/Cash Form Applet 85 Contact List Applet 86 Financial Account Address Pick Applet 86 FINCORP Account Transaction View 87 FINS Product Details SF View-Rates CRMInteg View 87 Routing # View 88 Statement Copy View 89
89
W
Web service definitions financial account origination 28 product synchronization 24 service requests 41 single customer view 34 workflow definitions financial account origination 28 service requests 40, 41 single customer view 33, 34
120

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Oracle Application Integration Architecture Release 1.

TTY Access to Oracle Support Services Documentation Accessibility

Chapter 3: Installation and Configuration

Configuring Siebel CRM

Configuring Business Processes Execution Language

Configuring i-flex FLEXCUBE

Chapter 4: Data Loading

Loading Data into Siebel CRM

Synchronize Financial Account Synchronize Product 83

Changes to Siebel CRM User Interface

TTY Access to Oracle Support Services

Accessibility of Code Examples in Documentation

Accessibility of Links to External Web Sites in Documentation

Do Not Use Database Tools to Modify Oracle Applications Data

Glossary and Abbreviations

Figure 2 illustrates the overall architecture of the integration.

Installation and Configuration

To download the files 1 2 3 4

Installation and Configuration Installing and Configuring Fusion Middleware Software

Installing and Configuring Fusion Middleware Software

Installing Fusion Middleware

Installation and Configuration Installing and Configuring Fusion Middleware Software

Installing Fusion Middleware and JDeveloper Patches

To install SOA Suite patches 1 2

Installation and Configuration Installing and Configuring Fusion Middleware Software

Patch Number 5917910

Apply each of these patches to your installation.

Extracting the Integration Files

To extract the integration files 1

Unzip the file.

Installation and Configuration Installing and Configuring Fusion Middleware Software

Setting up Common Functions

To set up common functions 1 2

Make a backup copy of <SOA_HOME>/bpel/system/config/xpath-functions.xml. Open the following file: CRMINTG_HOME/SharedComponents/Utility/CommonFunctions/crmintg-xpathfunctionEntries.xml

To set up canonical objects 1

Verify that the coCommon schema opens correctly.

Installation and Configuration Installing and Configuring Fusion Middleware Software

Importing ID Cross-Reference Seed Data

Installation and Configuration Configuring Siebel CRM

To import the ID cross-reference table and column definitions 1 2 3

Execute the following command at <SOA_HOME>/integration/esb/bin: ./xreftool.sh -f $CRMINTG_HOME/SharedComponents/Utility/CommonFunctions/ crmintg_seed_data.txt

Configuring Siebel CRM

Applying the Quick Fix

To apply the quick fix 1 2

Installation and Configuration Configuring Siebel CRM

Configuring the Error Handler Service

To configure the error handler service 1 2 3

Configuring Product Synchronization

Importing SIF Files for Product Synchronization

To import SIF files for product synchronization 1 2

Installation and Configuration Configuring Siebel CRM

iFlex Integration ISS Authoring Admin

SIF File to Import FINSProductDetailsSFVi ew-RatesCRMInteg.sif

Object Type View

Project iFlex Integration

FINS Product iFlex Integration

ISS Authoring Admin iFlex Integration iFlex Integration

Integration Object Integration Object Business Service

Installation and Configuration Configuring Siebel CRM

CRMIntegSEBLSIAFinancialAccountInterface CRMIntegSEBLSIAProductInterface Internal CRMIntegSEBLSIAFinancialAccountInterface Internal CRMIntegSEBLSIAProductInterface