Siebel CRM Integration to

Oracle FLEXCUBE
Universal Banking
Implementation Guide
Siebel Innovation Pack 2017
July 2017
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 Contents

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking Implementation Guide 1

Chapter 1: What’s New in This Release

Chapter 2: Introduction to Siebel CRM Integration to

Oracle FLEXCUBE Universal Banking
Overview of Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 9
Business Process Integration Points 11
Solution Assumptions and Constraints 13
Software Requirements 14
Related Documentation 14

Chapter 3: Installing and Configuring the Integration

Roadmap for Installing and Configuring the Integration 17
Accessing the Integration Files 18
Installing Oracle Data Integrator 18
Process of Importing the Integration Repository Files in an Oracle Data Integrator
Development Environment 20
Importing the Master Repository for the Integration 20
Creating a Work Repository 21
Importing the Work Repository for the Integration 22
Process of Configuring Oracle Data Integrator in a Development Environment 24
Connecting to the Oracle FLEXCUBE Universal Banking and Siebel CRM Databases 24
Configuring a Context for the Integration 27
Configuring Integration Variables 28
Generating Scenarios for Integration Packages 30
Process of Implementing the Integration in an Oracle Data Integrator Production
Environment 30
Importing Scenarios to the Production Environment 31
Process of Configuring Siebel Business Applications 33
Configuring the Workflow Monitor Agent 33
Configuring the Workflow Process Manager Component 35
Configuring JMS for Outbound Web Services Using Advanced Queuing 35

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Modifying Lists of Values 39

(Optional) Setting Up Additional Product Features 40
Activating Integration Workflows 40
Configuring Outbound Web Services 42
Setting System Preferences 43
Configuring Oracle FLEXCUBE Universal Banking Integration Components 43

Chapter 4: Performing Batch Data Loading and

Synchronization
About Batch Data Loading and Synchronization 45
Performing Batch Data Loading 47
Performing Siebel Configuration Tasks After Importing Batch Data 49
Batch Loading of Customer and Financial Account Data 50
Updating Batch Data Periodically 50

Chapter 5: About the Integration

About Online Data Synchronization 53
Data Integration Points 55
Business Process Integration Points 62
Inquiries from Siebel CRM 62
Inquiries from Oracle FLEXCUBE Universal Banking 64
Origination of Customers and Financial Accounts 65
Customer Transactions 66
Account Transactions 67
Creation of Leads 68
Service Requests 68
Creation of Activities 69

Chapter 6: Troubleshooting the Integration

Siebel CRM Log Files 71
How Siebel CRM Handles Errors During Online Data Synchronization 71
Siebel Log Files During Batch Data Loading 73
Errors Generated by Oracle FLEXCUBE Universal Banking 74

Chapter 7: Customizing the Integration

About Customizing the Integration 75
Overview of Oracle AIA Direct Integration 76

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 Contents ■

Planning the Integration Customization 77

Process of Customizing the Integration 79
Installing the Oracle AIA Foundation Pack Enterprise Object Library 80
Importing EBMs into Siebel Tools 80
Updating Data Transformation Files 84
Deploying a Customized Workflow 86
Editing the WSDL Files 87
About Customizing Web Services 92

Appendix A: Sample Workflow Files

FINCORP BIB Loan Account Upsert FAF Workflow.xml 93
FINS BIB Loan Account Create Workflow.xml 103

Appendix B: Data Mappings to Siebel EIM Tables

About Mapping Tables 111
Mapping of Branch Data to Siebel CRM 112
Mapping of Product Data to Siebel CRM 113
Mapping of Product Rate Data to Siebel CRM 115
Mapping of Limit Data to Siebel CRM 119
Mapping of Mandate Data to Siebel CRM 120
Mapping of Contract Data (Bills and Collections) to Siebel CRM 122
Mapping of Contract Data (Letters of Credit) to Siebel CRM 123

Appendix C: EBM Mappings Used in Online Synchronization

CustomerPartyEBM 125
CreateCustomerPartyEBM 126
QueryCustomerPartyEBM 143
QueryCustomerPartyListEBM 148
UpdateCustomerPartyEBM 161
QueryLineOfCreditEBM 170
QueryDocumentaryCollectionEBM 173
QueryDocumentaryCreditEBM 178
QueryBankGuaranteeEBM 189
QueryMarketingOfferEBM 194

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CreateSalesOpportunityEBM 196
ServiceRequestEBM 198
CreateServiceRequestEBM 199
UpdateServiceRequestEBM 202
QueryServiceRequestListEBM 204
CreateCustomerInteractionEBM 207
Deposit AccountEBM 211
CreateDepositAccountEBM 211
UpdateDepositAccountEBM 218
QueryDepositAccountEBM 226
QueryFinancialTransactionListEBM 251
Loan AccountEBM 253
CreateLoanAccountEBM 254
UpdateLoanAccountEBM 256
QueryLoanAccountEBM 259

Index

6 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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1 What’s New in This Release

What’s New in Siebel CRM Integration to Oracle FLEXCUBE Universal

Banking Implementation Guide, Siebel Innovation Pack 2017
No new features have been added to this guide for this release. This guide has been updated to
reflect only product name changes.

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What’s New in This Release ■

8 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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2 Introduction to Siebel CRM
Integration to Oracle FLEXCUBE
Universal Banking

This chapter introduces Siebel CRM Integration to Oracle FLEXCUBE Universal Banking. It includes
the following topics:

■ Overview of Siebel CRM Integration to Oracle FLEXCUBE Universal Banking on page 9

■ Business Process Integration Points on page 11

■ Solution Assumptions and Constraints on page 13

■ Software Requirements on page 14

■ Related Documentation on page 14

Overview of Siebel CRM Integration to

Oracle FLEXCUBE Universal Banking
Siebel CRM Integration to Oracle FLEXCUBE Universal Banking integrates the following applications:

■ Siebel CRM version 8.2

■ Oracle FLEXCUBE Universal Banking Release 11.0.6 with patch P01

NOTE: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking.

In the Integration, data is transferred between the applications using a point-to-point architecture
model; that is, data flows directly between the participating applications without the use of
middleware. Data is synchronized between the applications using Oracle Data Integrator, for initial
batch uploading of data, and Web service calls, for the online synchronization of data.

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Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking ■
Overview of Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Batch Data Synchronization

Oracle Data Integrator is used to perform the initial batch synchronization of data between Oracle
FLEXCUBE Universal Banking and Siebel CRM, and to perform subsequent periodic batch updates to
this data. The entities that are synchronized using Oracle Data Integrator are shown in Figure 1 on
page 10. During the data synchronization process, all data flows from Oracle FLEXCUBE Universal
Banking to Siebel CRM.

Figure 1. Batch Data Synchronization

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 Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking ■
Business Process Integration Points

Online Data Synchronization

Web services perform the online synchronization of data in the Integration. The Web services use
integration objects, which incorporate Enterprise Object Library artifacts included in the Oracle
Application Integration Architecture (AIA) framework, to synchronize data directly between the
participating applications. Figure 2 shows the entities that are synchronized using Web services and
the flow of data between the participating applications.

Figure 2. Online Data Synchronization

Business Process Integration Points

A business process integration point refers to a business task, such as creating a customer, the
details of which are accessible to, and can optionally be modified by both applications in the
Integration.

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Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking ■
Business Process Integration Points

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking supports the business process
integration points described in Table 2. For each integration point, the source and target applications
are indicated. The participating application that issues a Web service call to create or update a data
entity, or that issues a data query, is termed the source application. The application in which the data
entity is updated or created, or the application that provides the data requested in a query, is the
target application.

Table 2. Business Process Integration Points

Integration Point Source Application Target Application

Customer modification (amendment) information Bidirectional Bidirectional

Inquiry from Siebel CRM to Oracle FLEXCUBE Siebel CRM Oracle FLEXCUBE
Universal Banking: Universal Banking

■ Checking account, saving account (CASA)

inquiry

■ Standing instruction inquiry

■ Retail term deposit account inquiry

■ Retail term deposit redemption inquiry

■ Corporate deposit inquiry

■ Loan account inquiry

■ Limit inquiry

■ CASA transaction inquiry

■ Bills and collections inquiry

■ Letter of credit inquiry

■ Guarantees inquiry

■ Single customer view to view customer data

that is not stored in Siebel CRM

Lead creation Oracle FLEXCUBE Siebel CRM

Universal Banking

New customer data, including Know Your Customer Oracle FLEXCUBE Siebel CRM
(KYC) validation Universal Banking

Customer CASA information and customer CASA Oracle FLEXCUBE Siebel CRM
amendment information Universal Banking

Term deposit account and term deposit account Oracle FLEXCUBE Siebel CRM
amendment information Universal Banking

Corporate deposit account information

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 Introduction to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking ■
Solution Assumptions and Constraints

Table 2. Business Process Integration Points

Integration Point Source Application Target Application

Loan account information, loan account Oracle FLEXCUBE Siebel CRM

reassignment information, and loan account Universal Banking
amendment information

Activity creation Oracle FLEXCUBE Siebel CRM

Universal Banking

Service request inquiry and amendment Oracle FLEXCUBE Siebel CRM

information and new service request information Universal Banking

Customer or prospect search Oracle FLEXCUBE Siebel CRM

Universal Banking

Offers inquiry for existing customers Oracle FLEXCUBE Siebel CRM

Universal Banking

Solution Assumptions and Constraints

The following are the Integration solution assumptions and constraints:

■ The files provided by the Integration to allow the batch synchronization of data support Oracle
Database only.

■ For customer address data the following applies:

■ Only the primary customer address is synchronized between Oracle FLEXCUBE Universal
Banking and Siebel CRM.

■ Nonprimary addresses in Siebel CRM are not deleted or updated.

■ If the lengths defined for corresponding columns in Siebel CRM and Oracle FLEXCUBE Universal
Banking differ, then the data in the longer column is truncated during the synchronization process
if the target column is smaller than the source column.
■ Siebel CRM is the master application for the following data:

■ Customer

■ Service request

■ Activity

■ Offers

■ Leads

■ Customer relationships

■ Oracle FLEXCUBE Universal Banking is the master application for the following data:
■ Products and prices

■ Branch

■ Financial account

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Software Requirements

■ Limit

■ Mandate

■ Standing instructions

■ Contracts

■ Transactions

■ A limited set of Oracle FLEXCUBE Universal Banking bank branch information is stored in Siebel
CRM as an internal division.

Software Requirements
Siebel CRM Integration to Oracle FLEXCUBE Universal Banking requires the following software:

■ Siebel CRM version 8.2

■ Oracle FLEXCUBE Universal Banking Release 11.0.6 with patch P01

■ Oracle Data Integrator Release 11.1.1.3.0

For information on obtaining and installing Siebel CRM and Oracle FLEXCUBE Universal Banking, see
the product documentation.

Related Documentation
This topic lists additional documentation that provides information for Siebel CRM Integration to
Oracle FLEXCUBE Universal Banking.

Siebel CRM Documentation

For additional information on the integration of Siebel Finance with Oracle FLEXCUBE Universal
Banking, see Siebel Finance Guide on Oracle Technology Network.

NOTE: The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/

technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud. It might also be
installed locally on your intranet or on a network location.

Oracle FLEXCUBE Universal Banking Documentation

For additional information on integrating Oracle FLEXCUBE Universal Banking with Siebel CRM, see
the following documents:

■ Siebel CRM Integration Interface User Manual

■ FCUBS EBO Direct Build Utility User Guide

These documents are provided on the CD containing the Oracle FLEXCUBE Universal Banking
software.

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Related Documentation

Oracle Data Integrator Documentation

For more information about Oracle Data Integrator, see the following documentation on Oracle
Technology Network:

■ Oracle® Fusion Middleware Developer's Guide for Oracle Data Integrator 11g Release 1

■ Oracle® Fusion Middleware Installation Guide for Oracle Data Integrator 11g Release 1

Oracle Fusion Middleware Application Integration Architecture

Foundation Pack Documentation
For more information about Oracle Fusion Middleware Application Integration Architecture
Foundation Pack, see the following documentation on Oracle Technology Network:

■ Oracle® Fusion Middleware Concepts and Technologies Guide for Oracle Application Integration
Architecture Foundation Pack 11g Release 1

■ Oracle® Fusion Middleware Installation and Upgrade Guide for Oracle Application Integration
Architecture Foundation Pack 11g Release 1

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Related Documentation

16 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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3 Installing and Configuring the
Integration

This chapter describes how to install and configure Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking. It contains the following topics:

■ Roadmap for Installing and Configuring the Integration on page 17

■ Accessing the Integration Files on page 18

■ Installing Oracle Data Integrator on page 18

■ Process of Importing the Integration Repository Files in an Oracle Data Integrator Development
Environment on page 20

■ Process of Configuring Oracle Data Integrator in a Development Environment on page 24

■ Process of Implementing the Integration in an Oracle Data Integrator Production Environment on

page 30

■ Process of Configuring Siebel Business Applications on page 33

■ Configuring Oracle FLEXCUBE Universal Banking Integration Components on page 43

Roadmap for Installing and Configuring

the Integration
This topic describes the tasks involved in installing and configuring Oracle Data Integrator, and
configuring Oracle FLEXCUBE Universal Banking and Siebel CRM to enable the Integration.

NOTE: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking.

To install and configure the Integration, perform the following tasks and processes:

1 Install the required software listed in “Software Requirements” on page 14.

For information on installing the software, see the product documentation.

2 “Accessing the Integration Files” on page 18.

3 “Installing Oracle Data Integrator” on page 18.

4 “Process of Importing the Integration Repository Files in an Oracle Data Integrator Development
Environment” on page 20.

5 “Process of Configuring Oracle Data Integrator in a Development Environment” on page 24.

6 “Process of Implementing the Integration in an Oracle Data Integrator Production Environment” on

page 30.

7 “Process of Configuring Siebel Business Applications” on page 33.

8 “Configuring Oracle FLEXCUBE Universal Banking Integration Components” on page 43.

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Installing and Configuring the Integration ■ Accessing the Integration Files

Accessing the Integration Files

The software required for Siebel CRM Integration to Oracle FLEXCUBE Universal Banking is provided
with the Siebel Tools client application. The following procedure describes how to access the
Integration files.

This task is a step in “Roadmap for Installing and Configuring the Integration” on page 17.

To access the Integration files

1 Install the Siebel Tools client.

For more information, see Siebel Installation Guide for the operating system you are using.

2 In the Siebel Tools installation directory, navigate to the REPPATCH directory, for example,
navigate to \Siebel\8.2\Tools_1\REPPATCH\, and locate the ACR548.zip file.

3 Unpack the ACR548.zip file to extract the integration files. These include:

■ The Oracle Data Integrator work and master repository files used for the batch data loading
process

■ Siebel Enterprise Integration Manager configuration files (IFB files) used for the batch data
loading process

■ WSDL files used for the online synchronization of data

Installing Oracle Data Integrator

Before you can deploy the Integration files, you must install and configure Oracle Data Integrator.
For general information on these tasks, see Oracle® Fusion Middleware Installation Guide for Oracle
Data Integrator 11g Release 1. This topic describes the specific installation and configuration tasks
required for Siebel CRM Integration to Oracle FLEXCUBE Universal Banking.

This task is a step in “Roadmap for Installing and Configuring the Integration” on page 17.

To install Oracle Data Integrator

1 Perform the following preinstallation tasks:

■ Create a database schema to store the Oracle Data Integrator work repository and master
repository.

■ Ensure that the schema owners of the Oracle FLEXCUBE Universal Banking and Siebel
databases are assigned the following privileges:

❏ Create and drop table

❏ Create and drop synonym

❏ Insert, update, and delete table

❏ Create and drop view

❏ Create and drop procedure

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 Installing and Configuring the Integration ■ Installing Oracle Data Integrator

❏ Create and drop sequence

❏ Create and drop triggers

❏ Create and drop DB Links

❏ Create and drop functions

❏ Create and drop packages

2 Install Oracle Data Integrator as described in Oracle® Fusion Middleware Installation Guide for
Oracle Data Integrator. Select the following installation options:

■ In the Select Installation Type screen, select ODI Studio (with local agent). You can optionally
choose to install the Standalone Agent.

■ In the Repository Configuration screen, select the Skip Repository Configuration option.

3 After the installation process has completed, configure a connection between Oracle Data
Integrator and the master repository as follows:

a Start ODI Studio.

b From the ODI menu, choose File, and then the New menu item.

c In the New Gallery window, select ODI from the General category, then select the option, Create
a New ODI Master Login.
d In the Repository Connection Information window, enter ODI and database connection
information using values similar to that shown in the following table.

Section Parameter Value

Oracle Data Login Name Enter a connection alias, for example, Master
Integrator Repository.
Connection
User Enter the value SUPERVISOR for the ODI
supervisor user name.

Password Enter the value SUPERVISOR for the password

associated with the supervisor user.

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Repository Files in an Oracle Data Integrator Development Environment

Section Parameter Value

Database Connection User Enter the user ID of the owner of the tables
(Master Repository) created for the master repository.

Password Enter the password associated with the table

owner user ID.

Driver List Select the driver required to connect to the

database where the master repository is
defined, for example, Oracle JDBC Driver.

Driver Name Enter the driver name, for example,

oracle.jdbc.driver.OracleDriver.

URL Enter the complete path of the data server

hosting the master repository.

Work Repository Master Repository Select this option.

Only

e Click the Test button to verify that the connection is working.

f Click OK.

Process of Importing the Integration

Repository Files in an Oracle Data
Integrator Development Environment
This topic describes how to import the repository files required for the Integration into an Oracle Data
Integrator development environment.

This process is a step in “Roadmap for Installing and Configuring the Integration” on page 17.

To deploy the Integration files, perform the following tasks:

1 “Importing the Master Repository for the Integration” on page 20

2 “Creating a Work Repository” on page 21

3 “Importing the Work Repository for the Integration” on page 22

For additional information on these tasks, see Oracle® Fusion Middleware Developer's Guide for
Oracle Data Integrator 11g Release 1.

Importing the Master Repository for the Integration

This topic describes how to import the master repository for the Integration from the
Master_Repository.zip file.

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 Installing and Configuring the Integration ■ Process of Importing the Integration
Repository Files in an Oracle Data Integrator Development Environment

This task is a step in “Process of Importing the Integration Repository Files in an Oracle Data Integrator
Development Environment” on page 20 and “Process of Implementing the Integration in an Oracle Data
Integrator Production Environment” on page 30.

The following procedure describes how to import the master repository.

To import the master repository

1 Start ODI Studio.

2 From the ODI menu, choose File, and then the New menu item.

3 In the Categories tree, select ODI.

4 In the Items list, select Master Repository Import Wizard.

5 In the Repository Connection screen, specify Database Connection and Repository Configuration
information as follows:

■ Database Connection. The values you specify for the Database Connection parameters
must be the same as those specified when you configured the connection between Oracle
Data Integrator and the master repository as described in Step 3 on page 19.

Click the Test Connection button to test the database connection, then click Next. Ensure the
connection is working before proceeding.

■ Repository Configuration. Select the Use a Zip File option, and enter the path to the
Master_Repository.zip file that you accessed in Siebel Tools. For information, see “Accessing
the Integration Files” on page 18.

6 In the Password Storage screen, accept the default option, Use Password Storage Configuration
specified in Export. By selecting this option, the user name and password values that are
configured in the repository are used to log in to Oracle Data Integrator. These values are:

■ User: SUPERVISOR

■ Password: SUPERVISOR

7 Click Finish.

Oracle Data Integrator imports the master repository.

Creating a Work Repository

Before importing the Integration work repository from the Workrep.zip file, you must create a new
work repository.

This task is a step in “Process of Importing the Integration Repository Files in an Oracle Data Integrator
Development Environment” on page 20 and “Process of Implementing the Integration in an Oracle Data
Integrator Production Environment” on page 30.

To create a work repository

1 In ODI Studio, open the Topology navigator.

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Repository Files in an Oracle Data Integrator Development Environment

2 Navigate to Repositories, then Work Repositories.

3 Right-click, then select the New Work Repository option.

4 In the ODI Work Repository connection properties screen, specify the values listed in the
following table.

Parameter Value

Technology Select the technology of the server that is to host the work repository,
for example, Oracle.

JDBC Driver Specify the driver required to connect to the database where the work
repository is defined.

JDBC URL Enter the complete path of the data server hosting the work
repository.

User Enter the user ID of the owner of the tables that are to be created for
the work repository.

Password Enter the password associated with the table owner user ID.

5 Click the Test Connection button to verify that the connection is working, then click Next.

6 On the Specify ODI Work Repository properties screen, specify values for the parameters listed
in the following table.

Parameter Value

Id Assign a unique number to the work repository.

Name Enter a name for the work repository, for example,

WORKREP1.

Work Repository Type Select Development if you are implementing the

Integration in a development environment.

Select Production if you are implementing the

Integration in a production environment.

7 Click Finish.

The work repository is created.

8 Disconnect from the master repository by navigating to the ODI menu option, then selecting the
Disconnect “repository_name” option.

Importing the Work Repository for the Integration

The task of importing the Integration work repository involves creating a new work repository login,
connecting to the work repository you previously created, and then importing the Integration work
repository. The following procedure describes these tasks.

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 Installing and Configuring the Integration ■ Process of Importing the Integration
Repository Files in an Oracle Data Integrator Development Environment

This task is a step in “Process of Importing the Integration Repository Files in an Oracle Data Integrator
Development Environment” on page 20.

To import the work repository for the Integration

1 Start ODI Studio.

2 From the ODI menu, choose File, and then the New menu item.

3 In the Categories tree, select ODI.

4 In the Items list, select Create a New ODI Repository Login.

5 In the Repository Connection Information screen, specify the connection information as follows:

■ Oracle Data Integrator Connection. Enter the same values for the Connection parameters
that you specified when configuring the connection between Oracle Data Integrator and the
master repository as described in “Installing Oracle Data Integrator” on page 18.

■ Database Connection (Master Repository). Enter the same values for the Database
Connection parameters that you specified when configuring the connection between Oracle
Data Integrator and the master repository as described in “Installing Oracle Data Integrator”
on page 18.

■ Work Repository. In the Work repository field, enter the name of the work repository you
created in “Creating a Work Repository” on page 21, for example, WORKREP1.

6 Click the Test button to test the connection.

7 Click the Connect to Repository… link, then select the Work Repository connection.

8 Right-click the Designer Navigator, select Import, and then select the Work Repository option.

9 In the Import work repository dialog box, select the import mode from the Import Mode list.
Select one of the following options:

■ Synonym Mode INSERT

■ Synonym Mode INSERT UPDATE

10 Select the Import from a Zip file option, and enter the path to the workrep.zip file. For
information on this file, see “Accessing the Integration Files” on page 18.

NOTE: The import process can take between 30 and 50 minutes to complete. Wait until the
import has completed before attempting to perform other operations in Oracle Data Integrator.

When the work repository import is completed the Import Report is displayed.

11 Perform the following substeps to explicitly import the work repository projects for the
Integration to the work repository. Performing these steps ensures that global variables are
mapped to scenarios when the scenarios are generated at a later stage.

a Unzip the workrep.zip file.

b Open the Operator navigator, right-click Scenarios, then select the Import Scenario menu item.

c In the File import directory field, enter the name of the folder containing the unzipped
Workrep.zip file.

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Installing and Configuring the Integration ■ Process of Configuring Oracle Data
Integrator in a Development Environment

d Select all the scenarios in the Select the file(s) to import list, then click OK.

Process of Configuring Oracle Data

Integrator in a Development
Environment
This topic describes how to configure Oracle Data Integrator for the Integration.

This process is a step in “Roadmap for Installing and Configuring the Integration” on page 17.

To configure Oracle Data Integrator, perform the following tasks:

1 “Connecting to the Oracle FLEXCUBE Universal Banking and Siebel CRM Databases” on page 24

2 “Configuring a Context for the Integration” on page 27

3 “Configuring Integration Variables” on page 28

4 “Generating Scenarios for Integration Packages” on page 30

Connecting to the Oracle FLEXCUBE Universal Banking

and Siebel CRM Databases
In order for Oracle Data Integrator to perform bulk data uploads, it must be configured to connect
to the Oracle FLEXCUBE Universal Banking and Siebel databases. This involves:

1 Creating a database link.

2 Configuring Oracle Data Integrator to connect to the Oracle FLEXCUBE database.

3 Configuring Oracle Data Integrator to connect to the Siebel database.

Each of these tasks is described in the following topics.

This task is a step in “Process of Configuring Oracle Data Integrator in a Development Environment” on
page 24.

Creating the Database Link

Database links are used to transfer data between the Oracle FLEXCUBE Universal Banking and Siebel
databases. Use SQL*Plus or any other database tool to create the database link in the Siebel
database to access data from the source Oracle FLEXCUBE Universal Banking database.

The following procedure describes how to create the database link.

To create the database link

1 Enter the following command:

CREATE DATABASE LINK database link name

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{CONNECT TO oracle user ID

IDENTIFIED BY remote oracle user's password}

USING 'dbstring';

where:

■ database link name is the name you assign to the database link

■ oracle user id is the user ID used to connect to the remote Oracle FLEXCUBE database

■ remote oracle user's password is the password associated with the oracle user ID

■ dbstring is the name of the service used to connect to the database

2 Use the following query to verify that the database link is successfully created:

SELECT DB_LINK FROM ALL_DB_LINKS

For example, the following SQL statements create a database link in the local Siebel database that
connects to the AAADEV2 database, with the FCDEV116 user ID, using the service name AAADEV2.

CREATE DATABASE LINK AAADEV2

CONNECT TO FCDEV116

IDENTIFIED BY FCDEV116

USING '(DESCRIPTION =

(ADDRESS = (PROTOCOL = TCP) (HOST = 10.184.74.142)(PORT = 1521))

(CONNECT_DATA =

(SERVER = DEDICATED)

(SERVICE_NAME = AAADEV2 )

)'

Configuring Oracle Data Integrator to Connect to the Oracle FLEXCUBE

Universal Banking Database
The procedure in this topic describes how to configure Oracle Data Integrator to connect to the Oracle
FLEXCUBE Universal Banking database.

To configure Oracle Data Integrator to connect to the Oracle FLEXCUBE database

1 Start ODI Studio, and connect to the ODI work repository you created previously, for example,
WORKREP1.

2 Open the Topology Navigator, then navigate to Physical Architecture, Technologies, Oracle, and
then Oracle FC Server.

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3 Select Oracle FC Server, then click the Definition tab.

4 Specify values for the following Data Server definition parameters:

■ In the Instance/dblink (Data Server) field, enter the name assigned to the database link you
created in “Creating the Database Link” on page 24.

■ In the User and Password fields, enter the user name and password that are used to connect
to the remote Oracle FLEXCUBE Universal Banking database. Enter the same user and
password values as those specified when creating the database link.

5 Click the JDBC tab, then specify values for the following parameters:

■ In the JDBC Driver field, select the driver used to access the Oracle FLEXCUBE database, for
example, the Oracle JDBC driver.

■ In the JDBC URL field, enter the complete path to the Oracle FLEXCUBE Universal Banking
database.

6 On the Topology Navigator, expand Oracle FC Server, select the FLEXCUBE data server, and select
the Definition tab to view the Physical Schema definition details.

7 In the Physical Schema screen, do the following:

■ Enter the name of the Oracle FLEXCUBE database in the Schema (Schema) and Schema
(Work Schema) fields.

The Work Schema is a temporary store for objects required at run time. Depending on how
you have implemented Oracle Data Integrator, the Schema and Work Schema can be the
same or different. If these schemas are different, the user specified in Step 4 on page 26
must have privileges to both.

■ Click the Default button.

Configuring Oracle Data Integrator to Connect to the Siebel Database

The procedure in this topic describes how to configure Oracle Data Integrator to connect to the Siebel
database.

To configure Oracle Data Integrator to connect to the Siebel database

1 Start ODI Studio and connect to the ODI work repository you created previously, for example,
WORKREP1.

2 Open the Topology Navigator, then navigate to Physical Architecture, Technologies, Oracle, and
then Oracle Release Server.

3 In the Data Server editor, specify values for the following Data Server definition parameters:

■ In the Instance/dblink (Data Server) field, enter the name of the Siebel database.

■ In the User and Password fields, enter the user name and password that are used to connect
to the Siebel database.

4 Click the JDBC tab, then specify values for the following parameters:

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■ In the JDBC Driver field, select the driver used to access the Siebel database, for example,
the Oracle JDBC driver.

■ In the JDBC URL field, enter the complete path to the Siebel database.

5 Click the Test Connection button to verify that the connection settings are correct.

6 In the Topology Navigator, expand Oracle Release Server, select the Siebel data server, and open
the Physical Schema definition.

7 In the Physical Schema screen, do the following:

■ Enter the name of the Siebel database in the Schema (Schema) and Schema (Work Schema)
fields.

The Work Schema is a temporary store for objects required at run time. Depending on how
you have implemented Oracle Data Integrator, the Schema and Work Schema can be the
same or different. If these schemas are different, the user specified in Step 3 on page 26
must have privileges to both.

■ Click the Default button.

Configuring a Context for the Integration

In an Oracle Data Integrator implementation, a context comprises all the physical resources
belonging to a specific environment, for example, the resources in a production or development
environment. Contexts are used to link components of the physical architecture (the physical
resources) with components of the logical architecture. You must create a context for the Integration
as described in this topic.

This task is a step in “Process of Configuring Oracle Data Integrator in a Development Environment” on
page 24

To configure a context for the Integration

1 Start ODI Studio, and connect to the ODI work repository you created previously, for example,
WORKREP1.

2 Open the Topology Navigator, then navigate to Contexts.

3 Do one of the following:

■ Create a new context for running the ODI interfaces by right-clicking, and selecting New
Context.

■ Select the existing default value, Release Context, for running ODI Interfaces.

4 If you are creating a new context, then enter the context name in the Name field.

5 To relate the logical and physical schemas for the Oracle FLEXCUBE and Siebel database servers,
do the following:

a Click the Schemas tab.

b In the Logical Schema column, select the Siebel CRM logical schema.

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c In the associated Physical Schemas column, select the physical schema to associate with the
Siebel CRM logical schema.
d Repeat steps Step b and Step c for the Oracle FLEXCUBE logical schema.

6 To verify that the context, for example, Release Context, is correctly assigned to the Siebel CRM
and Oracle FLEXCUBE logical schemas, do the following:

a In the Topology Navigator, navigate to Logical Architecture, Technologies, Oracle, and then
Oracle FC Server.

b In the Logical Schema editor, verify that the context specified for Oracle FC Server is Release
Context.
c In the Topology Navigator, select the Oracle Release Server.

d In the Logical Schema editor, verify that the context specified for Oracle Release Server is
Release Context.

Configuring Integration Variables

In Oracle Data Integrator, you can create and store the following variables, which can then be used
in various projects:

■ Global variables. Use in all projects.

■ Project variables. Use in specific projects.

Oracle Data Integrator variables store single values, for example, a string, a number, or a date, which
can be updated at run time. This topic describes how to modify the global and project variables
required by the Integration.

This task is a step in “Process of Configuring Oracle Data Integrator in a Development Environment” on
page 24

To configure integration variables

1 Start ODI Studio and connect to the ODI work repository you created previously, for example,
WORKREP1.

2 Open the Designer navigator, then navigate to Others, and then Global Variables.

3 Select each of the variables shown in the following table in turn, open the variable, and in the
Variable editor screen, set the default value of the variable as indicated in the following table.

Global Variable Default Value

FINS_BIB_Enterprise_Server Specify the name of the Siebel Enterprise Server, for

example, siebel.

FINS_BIB_Gateway_Server Specify the name and port number of the Siebel Gateway
Name Server.

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Global Variable Default Value

FINS_BIB_Log_Path Enter the path to the directory where you want to store
Server Manager log files for Enterprise Integration Manager
jobs.

FINS_BIB_Username The Siebel user name used for connecting to the Siebel
Enterprise, for example, SADMIN.

FINS_BIB_Password The password associated with the Siebel user name defined
in FINS_BIB_Username.

FINS_BIB_Siebel_Path Enter the full path to the Siebel installation directory that
contains the srvrmgr.exe file.

FINS_BIB_Siebel_Server Specify the name of the Siebel Server on which the Siebel
Enterprise Integration Manager component runs.

FINS_BIB_Default_Organization Specify the name of the organization for which you want to
load data. This variable is applicable for Product and Branch
data only.

FINS_BIB_EIM_ErrorFlags Specify the event log level for the Siebel Enterprise
Integration Manager component. For additional information
on changing log levels, see Siebel Enterprise Integration
Manager Administration Guide.

FINS_BIB_EIM_SQLFlags Specify a value of 8 to log all SQL statements that make up

the Siebel Enterprise Integration Manager task. For
additional information, see Siebel Enterprise Integration
Manager Administration Guide.

FINS_BIB_EIM_TraceFlags Specify the trace log level for the Enterprise Integration
Manager component. For additional information, see Siebel
Enterprise Integration Manager Administration Guide.

4 In the Designer navigator, navigate to Projects, BIB BRANCH, Variables, and then
FINS_BIB_Organization.

5 In the Variable editor screen, set the default value of the variable to the name of the bank for
which branch data is to be loaded.

6 A Siebel organization must be created for the bank for which branch data is to be loaded before
starting the branch data load. To create a Siebel organization, perform the following steps:

a Log in to the Siebel Financial Services application.

b Navigate to the Administration - Group screen, then the Organizations view.

c In the form, add a new record and complete the necessary fields.

For detailed information on creating organizations and divisions, see Siebel Security Guide.

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Generating Scenarios for Integration Packages

Generating a scenario for an object compiles the code required to deploy and execute the object in
a production environment. This topic describes how to generate scenarios for the packages provided
by the Integration.

This task is a step in “Process of Configuring Oracle Data Integrator in a Development Environment” on
page 24.

The following procedure describes how to generate scenarios for the Integration packages.

To generate scenarios for the Integration packages

1 Start ODI Studio, and connect to the ODI work repository that you created previously, for
example, WORKREP1.

2 Open the Designer navigator, then navigate to Projects, BIB BRANCH, First Folder, Packages, and
then FINS_BIB_BRANCH_PKG.

3 Right-click the package, then select the Generate Scenario menu item.

4 Click OK in the New Scenario dialog box to select the default scenario name and version.

New scenarios are named after the component by default.

5 In the Designer navigator, navigate to the relevant project for each package listed in the
following table, then repeat Step 3 and Step 4 for each of the packages.

Project Name Package

BIB INITIAl SETUP FINS_BIB_INITIAL_SETUP

BIB PRODUCT FINS_BIB_PRODUCT_PKG

BIB PRODUCT FINS_BIB_PRODUCT_RATE_PKG

BIB LIMIT MANDATE FINS_BIB_LIMIT_PKG

BIB LIMIT MANDATE FINS_BIB_MANDATE_PKG

BIB CONTRACTS FINS_BIB_CONTRACT_PKG

Process of Implementing the

Integration in an Oracle Data Integrator
Production Environment
After deploying the integration files, configuring Oracle Data Integrator, and generating scenarios for
the packages provided by the Integration in the Oracle Data Integrator development environment,
you can deploy the Integration in the Oracle Data Integrator production environment.

This process is a step in “Roadmap for Installing and Configuring the Integration” on page 17.

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an Oracle Data Integrator Production Environment

To implement the Integration in an Oracle Data Integrator production environment, perform the
following tasks:

1 “Importing the Master Repository for the Integration” on page 20

2 “Creating a Work Repository” on page 21

3 “Importing Scenarios to the Production Environment” on page 31

Importing Scenarios to the Production Environment

This topic describes how to export the Integration scenarios from the Oracle Data Integrator
development environment and import the scenarios into the production environment. It also
describes how to modify scenario variables in the production environment. For detailed information
on importing and exporting Oracle Data Integrator objects, see Oracle® Fusion Middleware
Developer’s Guide for Oracle Data Integrator.

This task is a step in “Process of Implementing the Integration in an Oracle Data Integrator Production
Environment” on page 30.

When Oracle Data Integrator scenarios are generated in a development environment, the default
values of the global and project variables used in the scenarios relate to the development
environment. When Oracle Data Integrator is then deployed in the production environment, these
default values might not apply.

To ensure that the values of the variables used in scenarios are appropriate when scenarios are
transferred to the production environment, use one of the following methods:

■ Change the values of the Global and Project variables in the development environment to the
correct values for the production environment, and then generate the scenarios. For more
information, see “Configuring Integration Variables” on page 28.

■ Manually modify the Global and Project variables used in the scenarios in the production
environment. For more information, see “Modifying Scenario Variables in the Production
Environment” on page 32.

■ Pass the correct values of the Global and Project variables for the production environment to
Oracle Data Integrator each time a scenario is run. Oracle Data Integrator overrides the default
value of the variable with the value that is passed.

This option is available only if you have installed the Oracle Data Integrator Standalone Agent
and can run scenarios from the command line. For additional information, see Oracle® Fusion
Middleware Developer's Guide for Oracle Data Integrator 11g Release 1.

Transferring Scenarios Between Repositories

The following procedure describes how to export scenarios from the Oracle Data Integrator
development environment and import the scenarios into the production environment.

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To transfer scenarios between repositories

1 Perform the following steps to export the scenarios from the development environment work
repository:

a After generating the Integration scenarios in a development environment as described in

“Generating Scenarios for Integration Packages” on page 30, open the Operator navigator and
select Scenarios.
b Right-click the scenario that you want to export, then select the Export menu item.

c In the Export Directory field, enter the path to the directory where you want to export the
scenario, then click OK.

d Repeat Step c for each scenario that you want to export.

2 To import the scenarios into the production environment work repository, perform the following
steps:

a In the production environment, start ODI Studio, and connect to the ODI work repository.

b Open the Operator navigator, right-click Scenarios, then select the Import Scenario menu item.

c In the File import directory field, enter the name of the file import directory. Specify the name
of the directory that you exported the scenario to in Step 1.
d Select the files that you want to import, and then click OK.

e Click Yes to continue the import if a warning message appears stating that you are about to
delete or replace objects.

When the import process is completed, a list of the imported objects is displayed.

Modifying Scenario Variables in the Production Environment

You must update the variables in the scenarios that are imported to the production environment by
replacing any variable value that contains information specific to the development environment with
the corresponding values for the production environment. The following procedure describes this
task.

To modify scenario variables in the production environment

1 In the Operator navigator, navigate to Scenarios, Scenario Name, Variables, Variable Name

where:

■ Scenario Name is the name of the imported scenario

■ Variable Name is the name of the variable to be updated

2 In the Scenario Variable editor, change the value in the Default Value field to the appropriate
value for the production environment.

3 For each of the imported scenarios, repeat Step 1 and Step 2 for the following variables:

■ FINS_BIB_Default_Organization

■ FINS_BIB_EIM_ErrorFlags

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■ FINS_BIB_EIM_SQLFlags

■ FINS_BIB_EIM_TraceFlags

■ FINS_BIB_Enterprise_Server

■ FINS_BIB_Gateway_Server

■ FINS_BIB_Log_Path

■ FINS_BIB_Organization

■ FINS_BIB_Password

■ FINS_BIB_Siebel_Path

■ FINS_BIB_Siebel_Server

■ FINS_BIB_Username

Process of Configuring Siebel Business

Applications
This topic describes the tasks you must complete to configure your Siebel financial application for
the Integration. For additional information on the Siebel CRM finance applications, see Siebel Finance
Guide.

This process is a step in “Roadmap for Installing and Configuring the Integration” on page 17.

To configure Siebel Business Applications, perform the following tasks:

■ “Configuring the Workflow Monitor Agent” on page 33

■ “Configuring the Workflow Process Manager Component” on page 35

■ “Configuring JMS for Outbound Web Services Using Advanced Queuing” on page 35

■ “Modifying Lists of Values” on page 39

■ “(Optional) Setting Up Additional Product Features” on page 40

■ “Activating Integration Workflows” on page 40

■ “Configuring Outbound Web Services” on page 42

■ “Setting System Preferences” on page 43

Configuring the Workflow Monitor Agent

This topic describes how to configure the Workflow Monitor Agent that is used to monitor workflow
policies used in the Integration.

This task is a step in “Process of Configuring Siebel Business Applications” on page 33.

The Integration uses the Workflow Monitor Agent BIB Customer workflow to monitor customer
workflow policies. Configuring this component involves:

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■ Creating a Workflow Monitor Agent, Workflow Monitor Agent BIB Customer

■ Configuring the Workflow Monitor Agent BIB Customer component

Creating a Workflow Monitor Agent to Monitor Customer Workflow

Policies
The procedure in this topic describes how to create a new Workflow Monitor Agent to monitor the
customer workflow policies used in the Integration.

To create a Workflow Monitor Agent to monitor customer workflow policies

1 Log in to the Siebel Financial Services application.

2 Navigate to the Administration - Server Configuration screen, Enterprises, and then the
Component Definitions view.

3 In the Component field, select Workflow Monitor Agent, and then make a copy of the record by
selecting the Copy Record menu item.

4 Set values for the new record as shown in the following table.

Field Value

Component Workflow Monitor Agent BIB Customer

Alias WorkMonBiBCust

Component Group Workflow Management

Description Monitors Workflow Manager events for BIB Customer

5 Click the Activate button to activate the new component, then Click the Synchronize button to
synchronize the component.

6 Restart the Siebel Server.

For information on this task, see Siebel System Administration Guide.

Configuring the Workflow Monitor Agent BIB Customer Component

This topic describes how to configure the Workflow Monitor Agent BIB Customer component created
previously.

To configure the Workflow Monitor Agent BIB Customer component

1 Log in to the Siebel Financial Services application.

2 Navigate to the Administration - Server Configuration screen, then the Servers view.

3 In the Siebel Servers list, select the server that you want to configure.

4 In the Component field, select Workflow Monitor Agent BIB Customer.

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5 In the Parameters form, set the values of the parameters as shown in the following table.

Parameter Value

Group Name BIB Customer

Action Interval 5

Sleep Time 10

Default Tasks 1

6 Restart the Siebel Server.

For information on this task, see Siebel System Administration Guide.

Configuring the Workflow Process Manager Component

This topic describes how to configure Siebel Server parameter values for the Workflow Process
Manager component used in the Integration.

This task is a step in “Process of Configuring Siebel Business Applications” on page 33.

To configure the Workflow Process Manager

1 Log in to the Siebel Financial Services application.

2 Navigate to the Administration - Server Configuration screen, Servers, and then the Components
view.

3 In the Component field, select Workflow Process Manager.

4 In the Parameters form, select Business Service Query Access in the Parameter field, and set the
Value field to Workflow Process Manager.

Configuring JMS for Outbound Web Services Using

Advanced Queuing
When updates are made in Siebel CRM to accounts or contacts, either a Siebel run-time event or a
workflow policy is triggered to send the updated data to Oracle FLEXCUBE Universal Banking. The
run-time event or workflow policy in turn causes one of the following Siebel workflows to be invoked:

■ FINS BIB Account Info Update FC Workflow

■ FINS BIB Contact Info Update FC Workflow

When each of these workflows is invoked, it submits a request, using the EAI JMS Transport business
service, to the JMS queue hosted by Oracle FLEXCUBE Universal Banking. This topic describes how
to set up the Java environment for the Integration and how to configure and test the EAI JMS
Transport business service used in the Siebel outbound Web services.

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This task is a step in “Process of Configuring Siebel Business Applications” on page 33.

Installing and Configuring the Java Environment

The following procedure describes how to set up your Java environment.

To install and configure your Java environment

1 Verify that Java Runtime Environment (JRE) 1.6 is installed on the computer on which your Siebel
Server runs.

For information on downloading JRE, see Siebel System Requirements and Supported Platforms
on Oracle Technology Network.

2 Install the required JAR files:

a Copy the following Siebel JAR files from the SIEBSRVR_ROOT\CLASSES directory to D:\JMS.

❏ Siebel.jar

❏ SiebelJI_enu.jar

where SIEBSRVR_ROOT is the installation directory for Siebel Server.

NOTE: If this directory is not present, then create it.

b Copy the Wlfullclient.jar file to D:\JMS.

The wlfullclient.jar file is provided by Oracle FLEXCUBE Universal Banking, the Web service
provider.

3 Create the jndi.properties file on the Siebel Server in the D:\JMS directory. The jndi.properties
file specifies the connection values that the Siebel Server uses to look up queues and their
connection factories dynamically. Specify the following values for the jndi.properties file:

java.naming.factory.initial=weblogic.jndi.WLInitialContextFactory

java.naming.provider.url=FLEXCUBE ipaddress and port name

java.naming.security.principal=weblogic

java.naming.security.credentials=weblogic#1

where FLEXCUBE ipaddress and port name is the remote method invocation (RMI) URL used to
connect to Oracle FLEXCUBE Universal Banking.

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4 Create the JVM subsystem used in Siebel CRM, and specify the profile parameters for the
subsystem as shown in the following table.

Name Alias Data Type Value

JVM Classpath Classpath String D:\JMS\Siebel.jar;D:\JMS\SiebelJI_enu.jar;

D:\JMS\wlfullclient.jar;.;D:\JMS

JVM DLL DLL String The path to the JVM library file, for example, in a
Name Windows environment:

C:\Sun\SDK\jdk\jre\bin\server\jvm.dll

JVM Options VMOPTIONS String JVM-specific options for the log file, for example:

-Djms.log=D:\JMS\log\jms.log

For detailed information on creating a JVM subsystem, see Transports and Interfaces: Siebel
Enterprise Application Integration.

5 Stop and restart the Siebel Server for the changes to take effect.

Configuring and Testing the EAI JMS Transport Business Service

This topic describes how to configure and test the connection and queue information specified for the
EAI JMS Transport business service. This service is invoked by the workflows that send updated
contact and account data to Oracle FLEXCUBE Universal Banking from Siebel CRM.

The following procedure describes how to run the Business Service Simulator to test the EAI JMS
Transport business service configuration.

To configure and test the EAI JMS Transport business service

1 Log in to the Siebel Financial Services application.
2 Navigate to the Administration - Business Service screen, then the Simulator view.

3 In the Simulator list, click New, and specify the values shown in the following table.

Field Value

Service Name EAI JMS Transport

Method Name CheckAll

4 In the Input Arguments list, specify the input parameters for the Business Service method by
clicking New and specifying the values shown in the following table.

Field Value

Test Case # 1

Type PropertySet

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Field Value

Property Name ConnectionFactory

Property Value JNDI name of the JMS connection factory, for example:
java:comp/env/jms/MDBQCF

Oracle FLEXCUBE Universal Banking provides this value.

5 To create an additional property set, click New again and specify the values shown in the
following table.

Field Value

Test Case # 1

Type PropertySet

Property Name SendQueue

Property Value JNDI name for the JMS queue. For example: MDB_QUEUE_DA

Oracle FLEXCUBE Universal Banking provides this value.

6 Click Run to run the simulator for the business service.

Updating Queue and Connection Factory Details for Outbound Web

Services
After verifying the queue and connection factory details using the Business Service Simulator, you
must update the Integration workflows for outbound Web services with this information.

To update queue and connection factory details for outbound Web services
1 In Siebel Tools, navigate to the Workflow Processes Object List Editor.

2 Query for each of the following workflows in turn:

■ FINS BIB Account Info Update FC Workflow

■ FINS BIB Contact Info Update FC Workflow

3 For each of the workflows, perform the following steps:

a Change the status of the workflow to In Progress.

b Right click the workflow, then select Edit Workflow Process.

c In the Send Message to JMS Queue step of the workflow, change the values for the following
process properties to the values tested in “Configuring and Testing the EAI JMS Transport
Business Service” on page 37:
❏ ConnectionFactory

❏ SendQueue

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d Save the changes.

e Publish and activate the workflow by clicking the Publish/Activate button on the WF/Task Editor
toolbar.

For detailed information on editing workflows using Siebel Tools, see Siebel Business Process
Framework: Workflow Guide and Using Siebel Tools.

Modifying Lists of Values

Siebel CRM comes with many predefined lists of values (LOVs) that support the static lists displayed
in the Siebel client. Before implementing the Integration, you must modify a number of LOVs as
described in the following procedure. For detailed information on modifying LOVs, see Siebel
Applications Administration Guide.

This task is a step in “Process of Configuring Siebel Business Applications” on page 33.

To modify the LOVs for the Integration

1 Log in to the Siebel Financial Services application.

2 Navigate to the Administration - Data screen, then the List of Values view.

3 Click the menu button, and then choose New Query.

4 Enter the Display Value for the record that you want to change in the Display Value field, for
example, Citizen.

5 Click the menu button, then choose Run Query.

A list of records appears that includes the display value that you entered.

6 Select the record that you want to modify, and make the change. For example, for the record
with a Display Value of Citizen, deselect the Active field.

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7 Perform Step 4 to Step 6 for each of the records in the following table.

LOV_TYPE Display Value Change Required

FIN_CON_CITIZENSHIP Citizen Deselect the Active field.

FIN_CON_CITIZENSHIP US Citizen Deselect the Active field.

FIN_CON_CITIZENSHIP Permanent Resident Deselect the Active field.

FIN_CON_CITIZENSHIP Resident Alien Deselect the Active field.

FIN_CON_CITIZENSHIP Non-Resident Alien Deselect the Active field.

FIN_CON_CITIZENSHIP Other Deselect the Active field.

FIN_CON_CITIZENSHIP Indian Set the Order field to 7.

British Set the Order field to 8.

American Set the Order field to 9.

NOTE: If you choose to enable citizenship values other than Indian, British, or American, then
set the Order field to a value of less than 100.

8 To see the modified list-of-values in the Siebel application, click Clear Cache.

(Optional) Setting Up Additional Product Features

The Integration loads product features information from Oracle FLEXCUBE Universal Banking to
Siebel CRM. This product feature data is mapped to the following product features, which are
provided as seed data in Siebel CRM:

■ Check Book Facility

■ Overdraft Facility

■ Passbook Facility

■ ATM Facility

■ ILM Applicable

■ Branch List in Siebel CRM

You can create additional product features in Siebel CRM if necessary. For more information, see
Siebel Product Administration Guide.

This task is an optional step in “Process of Configuring Siebel Business Applications” on page 33.

Activating Integration Workflows

The Integration uses a number of workflows that must be activated in Siebel CRM before data
synchronization can occur. The following procedure describes this task.

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 Installing and Configuring the Integration ■ Process of Configuring Siebel Business
Applications

This task is a step in “Process of Configuring Siebel Business Applications” on page 33.

To activate the Integration workflows

1 Log in to the Siebel Financial Services application.

2 Navigate to the Administration-Business Process screen, then the Workflow Deployment view.

3 In the Repository Workflow Processes list, query the Name field for each of the Integration
workflows.

4 For each of the workflows, select the record, and click Activate.

Activate each of the following workflows in your Siebel application:

■ FINS BIB Account Info Update FC Workflow

■ FINS BIB Account Info Upsert SYNC Workflow

■ FINS BIB Account Limit Upsert SYNC Workflow

■ FINS BIB Activity Insert WF

■ FINS BIB Activity Upsert Workflow

■ FINS BIB Call Customer Info Update FAF Workflow

■ FINS BIB Call Lead Info Upsert Workflow

■ FINS BIB Contact Info Update FC Workflow

■ FINS BIB Contact Info Upsert SYNC Workflow

■ FINS BIB Contact Limit Upsert SYNC Workflow

■ FINS BIB Contract Upsert Workflow

■ FINS BIB Customer Info Create SYNC Workflow

■ FINS BIB Customer Info Inquiry Workflow

■ FINS BIB Customer Info Update FAF Workflow

■ FINS BIB Deposit Account Create Workflow

■ FINS BIB Deposit Account Update Workflow

■ FINS BIB Financial Transaction Populate VBC Workflow

■ FINS BIB GET Branch Loc

■ FINS BIB Lead Info Upsert Workflow

■ FINS BIB Loan Account Create Workflow

■ FINS BIB Loan Account Update Workflow

■ FINS BIB Offers Inquiry All Workflow

■ FINS BIB Populate Schedule VBC from Profile Attribute

■ FINS BIB Populate VBC from Profile Attribute

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■ FINS BIB Remove Account To Customer Relationship

■ FINS BIB Remove Contact To Customer Relationship

■ FINS BIB Service Request Info Upsert FAF Workflow

■ FINS BIB Service Request Info Upsert SYNC Workflow

■ FINS BIB Service Request Query SYNC Workflow

■ FINS BIB Service Request Update Workflow

■ FINS BIB Set XML Msg to Profile

■ FINCORP BIB Deposit Account Info Upsert SYNC Workflow

■ FINCORP BIB Deposit Account Update FAF Workflow

■ FINCORP BIB Deposit Account Upsert FAF Workflow

■ FINCORP BIB Loan Account Info Upsert SYNC Workflow

■ FINCORP BIB Loan Account Update FAF Workflow

■ FINCORP BIB Loan Account Upsert FAF Workflow

■ Get Treatment Id

For detailed information on activating workflows in a Siebel client, see Siebel Business Process
Framework: Workflow Guide.

Configuring Outbound Web Services

This topic lists the Siebel outbound Web services used in the Integration and describes how to
configure these services to point to the Oracle FLEXCUBE Universal Banking server.

This task is a step in “Process of Configuring Siebel Business Applications” on page 33.

To configure outbound Web services

1 Navigate to the Administration - Web Services screen, then the Outbound Web Services view.

2 Select a Web service.

3 In the Service Ports list, change the address field to the URL of the Oracle FLEXCUBE Universal
Banking server.

4 Perform Step 2 and Step 3 for each of the following Web services in turn:

■ BankGuaranteeService

■ CustomerPartyService

■ DepositAccountService

■ DocumentaryCollectionService

■ DocumentaryCreditService

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 Installing and Configuring the Integration ■ Configuring Oracle FLEXCUBE Universal
Banking Integration Components

■ FinancialTransactionService

■ LineOfCreditService

■ LoanAccountService

5 Click the Clear Cache tab.

Setting System Preferences

This topic describes how to set the system preferences for the Siebel Financial Services application
so that the features specific to Siebel CRM Integration to Oracle FLEXCUBE Universal Banking are
enabled.

This task is a step in “Process of Configuring Siebel Business Applications” on page 33.

To set system preferences

1 Log in to the Siebel Financial Services application.

2 Navigate to the Administration - Application screen, then the System Preferences view.

3 Click the New button to create a new system preference, and enter the values shown in the
following table.

Field Value

System Preference Name BIBEnabled

System Preference Value Y

Description To enable BIB specific flows

Configuring Oracle FLEXCUBE Universal

Banking Integration Components
This topic provides a high-level overview of the tasks you must perform to install and configure
Oracle FLEXCUBE Universal Banking components for the Integration. Detailed information on each of
these tasks is available in the Oracle FLEXCUBE Universal Banking documentation provided with your
application.

This task is a step in “Roadmap for Installing and Configuring the Integration” on page 17.

To install and configure Oracle FLEXCUBE Universal Banking integration components

1 Copy the contents of the installation files for Oracle FLEXCUBE Universal Banking from the CD
provided by the Oracle FLEXCUBE Universal Banking product distribution group.

2 Consolidate the sources from the following releases in the order shown:

a FC_UBS_V.UM_11.0.0.0

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Banking Integration Components

b FCUBS_11.0.6 with patch P01

3 Install the Oracle FLEXCUBE Universal Banking application.

For information on this task, see the Oracle FLEXCUBE Universal Banking documentation that is
provided with the product software.

4 Install and configure the Oracle FLEXCUBE Universal Banking integration components (the EBO
Direct Build utility) that allow the Oracle FLEXCUBE Universal Banking and Siebel CRM
applications to be integrated.

For detailed information on these tasks, see FCUBS EBO Direct Build Utility User Guide.

After configuring the Oracle FLEXCUBE Universal Banking integration components, you must perform
several other tasks before the Oracle Data Integrator batch data processes can run. For information
on these tasks, see “Performing Batch Data Loading” on page 47.

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4 Performing Batch Data Loading
and Synchronization

This chapter describes how to perform the initial loading of batch data from Oracle FLEXCUBE
Universal Banking to Siebel CRM and the ongoing synchronization of that data. It includes the
following topics:

■ About Batch Data Loading and Synchronization on page 45

■ Performing Batch Data Loading on page 47

■ Performing Siebel Configuration Tasks After Importing Batch Data on page 49

■ Batch Loading of Customer and Financial Account Data on page 50

■ Updating Batch Data Periodically on page 50

About Batch Data Loading and

Synchronization
Oracle Data Integrator is used to perform the initial and on-going batch synchronization of data
between Oracle FLEXCUBE Universal Banking and Siebel CRM. Oracle Data Integrator synchronizes
data for the following entities:

■ Branch

In Siebel CRM, a branch is mapped to a Siebel division.

■ Product

■ Product Rate

■ Contracts

■ Limit

■ Mandate

During the Oracle Data Integrator configuration process, you generate scenarios for the Oracle Data
Integrator packages that are provided with the Integration, as described in “Generating Scenarios for
Integration Packages” on page 30.

NOTE: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking.

As shown in Figure 3 on page 46, the scenarios perform the following steps:

1 Extract the data from the Oracle FLEXCUBE Universal Banking staging tables.

2 Load the extracted data into the Siebel Enterprise Integration Manager (EIM) tables.

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Performing Batch Data Loading and Synchronization ■ About Batch Data Loading and
Synchronization

3 Update the batch number variables, and start the Siebel EIM jobs using Siebel Server Manager.

The batch number variables are used as input for running the Siebel EIM jobs.

4 The EIM jobs import the data into Siebel base tables.

Figure 3 illustrates the batch data synchronization process.

Figure 3. Batch Data Synchronization Process

For each entity that is batch loaded, Table 3 lists the Oracle FLEXCUBE Universal Banking staging
table that stores the data that is transferred to Siebel CRM. Table 3 also lists the corresponding Siebel
EIM table that the staging table data is loaded into.

Table 3. Staging Tables and Siebel EIM Tables Used in the Integration

Oracle FLEXCUBE Universal

Entity Banking Staging Tables Siebel EIM Tables

Branch STTM_BRANCH_HANDOFF ■ EIM_FN_ACCNT1

■ EIM_ADDR_PER

Product CSTM_PRD_HANDOFF ■ EIM_PROD_INT

■ EIM_PROD_LN

Account Class STTM_ACLASS_HANDOFF ■ EIM_PROD_INT1

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Table 3. Staging Tables and Siebel EIM Tables Used in the Integration

Oracle FLEXCUBE Universal

Entity Banking Staging Tables Siebel EIM Tables

Rate (Loans) CLTM_LOAN_RATE_HDF ■ EIM_FN_CNDTN

Rate (Corporate Deposit) LDTM_CDRATE_HANDOFF ■ EIM_FN_PRDINT1

Rate (CASA and Retail Deposit) STTM_ACCLASS_UDE_VALHF;

STTM_CHGRATE_HANDOFF

Contract (Bills and Collections) BCTB_CONTRACT_HANDOFF ■ EIM_ASSET

■ EIM_FN_ASSET
Contract (Letter Of Credit and LCTB_CONTRACT_HANDOFF
■ EIM_FN_ASSET3
Guarantees)

Limit GETM_LIMITS_HANDOFF EIM_FN_LIMIT

Mandate PCTM_CLIENT_HANDOFF EIM_FN_ASSET1

Table 4 lists each of the packages used by the Integration and the task performed by each package.

Table 4. Packages Used by the Integration

Package Task

FINS_BIB_INITIAL_SETUP Runs scripts to create the database entities required for

other packages.

FINS_BIB_BRANCH_PKG Loads branch data.

FINS_BIB_PRODUCT_PKG Loads product data.

FINS_BIB_PRODUCT_RATE_PKG Loads product rate data.

FINS_BIB_LIMIT_PKG Loads limit data.

FINS_BIB_MANDATE_PKG Loads mandate data.

FINS_BIB_CONTRACT_PKG Loads contract data.

The way in which data in the staging tables is mapped to data in the Siebel EIM tables during the
batch integration process is described in Appendix B, “Data Mappings to Siebel EIM Tables.”

Performing Batch Data Loading

This topic describes how to perform the initial batch loading of data from Oracle FLEXCUBE Universal
Banking to Siebel CRM.

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Performing Batch Data Loading and Synchronization ■ Performing Batch Data Loading

To perform the initial batch loading of data

1 Set up Oracle FLEXCUBE Universal Banking for the batch data integration as follows:

■ Create a user with read-only access to the staging tables from which Oracle Data Integrator
extracts the data to be uploaded to Siebel CRM.

■ The staging tables are populated with data by batch programs after the end-of-day process
is run, so ensure the following events have occurred:

❏ The batch programs are configured in Oracle FLEXCUBE Universal Banking.

❏ The end-of-day process is completed.

For information on these tasks, see Siebel CRM Integration Interface User Manual.

2 Locate the Siebel EIM configuration files provided with the Integration; the EIM configuration file
extension is .ifb.

These files are located in Siebel\8.2\Tools_1\REPPATCH\ACR548.zip, where

Siebel\8.2\Tools_1 is the Siebel Tools 8.2 installation directory. For additional information, see
“Accessing the Integration Files” on page 18.

The Siebel EIM configuration files specify the type of EIM process to perform, data import in this
case, define the data to import, and indicate the batch numbers to use. For additional information
on Siebel EIM configuration files, see Siebel Enterprise Integration Manager Administration
Guide.

3 Place the Siebel EIM configuration files in the SIEBSRVR_ROOT\ADMIN directory, where
SIEBSRVR_ROOT is the Siebel Server installation directory on the computer where the Siebel
Server is installed.

4 Run the Oracle Data Integrator integration scenarios to start the batch data loading.

To start the batch loading of data from Oracle FLEXCUBE Universal Banking to Siebel CRM, run
each of the following scenarios that you generated in “Generating Scenarios for Integration
Packages” on page 30:

■ FINS_BIB_PRODUCT_PKG

■ FINS_BIB_PRODUCT_RATE_PKG

■ FINS_BIB_LIMIT_PKG

■ FINS_BIB_MANDATE_PKG

■ FINS_BIB_CONTRACT_PKG

■ FINS_BIB_BRANCH_PKG

You can run scenarios using one of the following methods:

■ From the ODI Studio

■ From a command line

■ From the Standalone Agent if it is installed

■ From the ODI scheduler

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Tasks After Importing Batch Data

■ From an external scheduler

For information on the various methods available for running scenarios, see Oracle® Fusion
Middleware Developer’s Guide for Oracle Data Integrator 11g Release 1.

5 After performing the batch data loading, check the following log files for errors:

■ Log table BIB_ODI_ERROR_LOG.

■ Siebel EIM log files.

The EIM log files are Server Manager error log files which are located in the directory
specified by the FINS_BIB_Log_Path variable.

For information on these log files, see “Siebel Log Files During Batch Data Loading” on page 73.

6 After importing data into the Siebel Financial Services application, use the business service
simulator to run the ISS Authoring Import Export Service to release the imported data so it can
be used in the Siebel application. Perform the following steps:

a Log in to the Siebel Financial Services application.

b Navigate to the Administration - Business Service screen, then the Simulator view.

c In the Simulator list, click the New tab.

d In the Service Name field, select ISS Authoring Import Export Service.

e In the Method Name field, type the value Post_EIM_Upgrade. This method is hidden.

f In the Input Arguments list, create a new record.

g Set the Test Case# field to 1.

h In the Property Name field, create a new property with the following values:

❏ Property Name: ReportOnly

❏ Property Value: FALSE

i Click the Run tab to run the service.

Performing Siebel Configuration Tasks

After Importing Batch Data
This topic describes the Siebel configuration tasks that must be performed after Oracle FLEXCUBE
Universal Banking data has been batch loaded into Siebel CRM.

To perform Siebel configuration tasks after importing batch data

1 Stop the Workflow Monitor Agent.

For information on this task, see Siebel Business Process Framework: Workflow Guide.

2 Generate and verify triggers as follows:

a Use the following srvrmgr (Server Manager) command to generate triggers:

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Financial Account Data

start task for comp gentrig with

exec=True,remove=False,PrivUser=UserName,PrivUSerPass=Password

where UserName and Password are the assigned privileged user name and password.

b Verify the task:

❏ Log in to the Siebel Financial Services application.

❏ Navigate to the Administration-Server Management screen, then the Components view.

❏ In the components list, select Generate Triggers, then click the Tasks view and verify that
the most recent task for the Generate Triggers component completed successfully.

For additional information on generating triggers, see Siebel Business Process Framework:
Workflow Guide.

3 Restart the Workflow Monitor Agent component.

4 Create an integration user as follows:

a Log in to the Siebel Financial Services application.

b Navigate to the Administration - User screen, then the Employees view.

c In the employees list, select the record for the Siebel administrator.

d Select the check box in the Integration User Flag field for this employee.

A user must be designated as the integration user; this user’s credentials are used by the Siebel
application to accept inbound Web service calls from Oracle FLEXCUBE Universal Banking and to
create, update, and query Siebel records. Designate the Siebel administrator as the integration
user.

Batch Loading of Customer and Financial

Account Data
The Oracle Data Integrator interfaces provided by the Integration do not support batch loading of
Oracle FLEXCUBE Universal Banking Customer and Financial Account data to Siebel CRM. Therefore,
you must create Siebel Enterprise Integration Manager (EIM) mappings and interfaces to perform
the batch loading of this data. For examples of the data mappings used for each entity that is
integrated using the batch data loading process, see Appendix B, “Data Mappings to Siebel EIM Tables.”

Updating Batch Data Periodically

You use Oracle Data Integrator to perform the initial batch loading of certain data entities from Oracle
FLEXCUBE Universal Banking to Siebel CRM. Oracle Data Integrator can also be used to perform
periodic updates to this data in Siebel CRM, if required.

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Performing Batch Data Loading and Synchronization ■ Updating Batch Data Periodically

After the end-of-day process is run in Oracle FLEXCUBE Universal Banking, the staging tables are
purged and are populated with updated data; that is, data created or modified on that business day.
The staging tables do not contain historical data. You can upload this updated data to the Siebel
integration tables so that it can be imported into Siebel CRM by rerunning the scenarios generated
for the integration packages as described in “Performing Batch Data Loading” on page 47.

When the integration packages are run again, Oracle Data Integrator removes any existing
information from the Siebel EIM tables before populating them with the updated data from the Oracle
FLEXCUBE Universal Banking staging tables.

During the periodic updates performed by Oracle Data Integrator, data from Oracle FLEXCUBE
Universal Banking is upserted in the Siebel database; that is, data entities loaded from the staging
tables that do not already exist in Siebel CRM are created in the Siebel database, and data entities
that do already exist in the Siebel database are updated with new information from Oracle FLEXCUBE
Universal Banking.

You can run scenarios on request or schedule them to run periodically using the Oracle Data
Integrator scheduler or an external scheduler. In all cases, schedule the scenarios to run after the
end-of-day process is completed in Oracle FLEXCUBE Universal Banking. For information on the
various methods available for running scenarios, see Oracle® Fusion Middleware Developer’s Guide
for Oracle Data Integrator 11g Release 1.

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5 About the Integration

This chapter describes the online data synchronization process and the data and business process
integration points supported by Siebel CRM Integration to Oracle FLEXCUBE Universal Banking. It
includes the following topics:

■ About Online Data Synchronization on page 53

■ Data Integration Points on page 55

■ Business Process Integration Points on page 62

About Online Data Synchronization

The online data synchronization process uses a point-to-point integration methodology. Web services
provided in the Integration incorporate Oracle Application Integration Architecture (AIA) Enterprise
Business Message and Enterprise Business Object entities. These Web services provide the data
object definitions and data operations required to synchronize data in the participating applications
directly, without the need for middleware.

NOTE: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking.

The Web services use request-and-response messages to exchange data between the participating
applications. These request-and-response messages include and extend Oracle AIA Enterprise
Business Message structures, and are designed to process the same message payload. In the online
integration processes, Web services accept messages in Enterprise Business Message format as input
and return messages in the same format as output.

The online synchronization processes are implemented as inbound and outbound synchronous Web
services, and inbound and outbound fire-and-forget Web services. Inbound and outbound Web
service calls are defined in terms of Siebel CRM. Detailed information on each type of Web service is
given in the following topics. For additional information about the fire-and-forget Web services, see
About Inbound Fire-and-Forget Web Services on page 92.

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Synchronous Inbound Web Services

The operations supported by the synchronous inbound Web services, and the specific Web services
used for each operation, are shown in Table 5.

Table 5. Synchronous Inbound Web Services

Operation Web Service

Create FINS BIB Customer Info Create

FINS BIB Service Request Info Upsert

Query FINS BIB Customer Info Inquiry

FINS BIB Query Offer

FINS BIB Service Request Query SYNC

Synchronous Outbound Web Services

The synchronous outbound Web services support query operations in the Integration. The following
Web services perform query operations:

■ BankGuaranteeService

■ CustomerPartyService

■ DepositAccountService

■ DocumentaryCollectionService

■ DocumentaryCreditService

■ FinancialTransactionService

■ LineOfCreditService

■ LoanAccountService

Fire-and-Forget Inbound Web Services

The following are the fire-and-forget inbound Web services; these support create and update
operations in the Integration:

■ FINCORP BIB Deposit Account Update

■ FINCORP BIB Deposit Account Upsert FAF

■ FINCORP BIB Loan Account Update FAF

■ FINCORP BIB Loan Account Upsert FAF

■ FINS BIB Call Customer Info Update FAF

■ FINS BIB Call Lead Info Upsert

■ FINS BIB Service Request Info Upsert FAF

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 About the Integration ■ Data Integration Points

■ BankingAndWealthManagementCustomerInteractionEBSV1

Fire-and-Forget Outbound Web Service

The fire-and-forget outbound Web service, CustomerPartyService, supports update operations in the
Integration.

Data Integration Points

The data integration points enabling the integration of business processes between the participating
applications are described in this topic. A data integration point refers to the data elements that
comprise a data entity, such as an account data entity, that are synchronized between Siebel CRM
and Oracle FLEXCUBE Universal Banking. Two methods are used to synchronize the data:

■ Batch synchronization of data. This synchronization is always unidirectional: from Oracle

FLEXCUBE Universal Banking to Siebel CRM.

■ Online synchronization of data. This synchronization can be unidirectional or bidirectional.

During the data synchronization process, information retrieved from Oracle FLEXCUBE Universal
Banking at run-time that is not stored in Siebel CRM is displayed in the Siebel user interface using
virtual business components (VBCs). The data integration points are described in the following
topics:

■ “Customer Data Integration” on page 55

■ “Limit Data Integration” on page 56

■ “Financial Account Data Integration” on page 57

■ “Contract Data Integration” on page 58

■ “Offer Data Integration” on page 59

■ “Lead Data Integration” on page 60

■ “Service Request Data Integration” on page 60

■ “Activity Data Integration” on page 61

■ “Product Data Integration” on page 62

■ “Branch Data Integration” on page 62

■ “Mandate Data Integration” on page 62

Customer Data Integration

Siebel CRM is the master for customer data. Siebel CRM is also the master for customer relationship
data. Oracle FLEXCUBE Universal Banking must be kept in synchronization with Siebel CRM.

Figure 4 on page 56 illustrates the flow of customer data during the data integration process. The
data integration method used is online synchronization.

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About the Integration ■ Data Integration Points

As shown in Figure 4, customer (contact and account) and customer relationship data can be updated
or queried by either application; updates made in either application are synchronized with the other.
Customer data created in Oracle FLEXCUBE Universal Banking is synchronized with Siebel CRM.
Contact and account relationship data created in Siebel CRM is synchronized with Oracle FLEXCUBE
Universal Banking.

Figure 4. Customer Data Flow During Data Integration Process

For additional information on the customer party integration objects, see “CustomerPartyEBM” on
page 125.

The following integration points use customer data:

■ “Inquiries from Siebel CRM” on page 62

■ “Inquiries from Oracle FLEXCUBE Universal Banking” on page 64

■ “Origination of Customers and Financial Accounts” on page 65

■ “Customer Transactions” on page 66

Limit Data Integration

Oracle FLEXCUBE Universal Banking is the master for limit data. Figure 5 on page 57 illustrates the
flow of limit data during the data integration process. The data integration methods used are online
and batch synchronization.

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 About the Integration ■ Data Integration Points

As shown in Figure 5, limit data created or modified in Oracle FLEXCUBE Universal Banking is passed
to Siebel CRM in batch mode using Oracle Data Integrator. Online inquiries to retrieve additional limit
information for display in Siebel CRM are also supported.

Figure 5. Limit Data Flow During Data Integration Process

For additional information on the line of credit integration objects, see “QueryLineOfCreditEBM” on
page 170.

The following integration point uses limit data: “Inquiries from Siebel CRM” on page 62.

Financial Account Data Integration

Oracle FLEXCUBE Universal Banking is the master for financial account data. Figure 6 on page 58
illustrates the flow of financial account data during the data integration process. The data integration
method used is online synchronization.

As shown in Figure 6 on page 58, links between customers and deposit accounts, and between
customers and loan accounts that are created or updated in Oracle FLEXCUBE Universal Banking are
synchronized with Siebel CRM. Online inquiries from Siebel CRM to retrieve loan account and deposit
account information for display in Siebel CRM are also supported.

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About the Integration ■ Data Integration Points

Siebel CRM does not maintain financial transaction data but retrieves this information from Oracle
FLEXCUBE Universal Banking and displays it in the Siebel user interface using virtual business
components (VBCs).

Figure 6. Financial Account Data Flow During Data Integration Process

For additional information on the loan account, deposit account, and financial transaction integration
objects, see “Loan AccountEBM” on page 253, “Deposit AccountEBM” on page 211, and
“QueryFinancialTransactionListEBM” on page 251.

The following integration points use financial account data:

■ “Inquiries from Siebel CRM” on page 62

■ “Origination of Customers and Financial Accounts” on page 65

■ “Account Transactions” on page 67

Contract Data Integration

Oracle FLEXCUBE Universal Banking is the master for contract data. Figure 7 on page 59 illustrates
the flow of contract data during the data integration process. The data integration methods used are
online and batch synchronization.

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 About the Integration ■ Data Integration Points

As shown in Figure 7, new or updated contract data is synchronized from Oracle FLEXCUBE Universal
Banking to Siebel CRM in batch mode, using Oracle Data Integrator. Online inquiries from Siebel CRM
to retrieve contract data for display in the Siebel user interface, using virtual business components
(VBCs), are also supported.

Figure 7. Contract Data Flow During Data Integration Process

For additional information on the contract data integration objects, see

“QueryDocumentaryCreditEBM” on page 178, “QueryDocumentaryCollectionEBM” on page 173, and
“QueryBankGuaranteeEBM” on page 189.

The following integration point uses contract data: “Inquiries from Siebel CRM” on page 62.

Offer Data Integration

Siebel CRM is the master for offer data. Figure 8 illustrates the flow of offer data during the data
integration process. The data integration method used is online synchronization.

As shown in Figure 8, Oracle FLEXCUBE Universal Banking issues queries to retrieve offer data stored
in Siebel CRM for customers.

Figure 8. Offer Data Flow During Data Integration Process

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About the Integration ■ Data Integration Points

For additional information on the marketing offer integration objects, see “QueryMarketingOfferEBM”
on page 194.

The following integration point uses offer data: “Inquiries from Oracle FLEXCUBE Universal Banking”
on page 64.

Lead Data Integration

Siebel CRM is the master for lead data. Figure 9 illustrates the flow of lead data during the data
integration process; data flows in one direction only, from Oracle FLEXCUBE Universal Banking to
Siebel CRM. The data integration method used is online synchronization.

As shown in Figure 9, updates to a customer’s response to an offer are synchronized from Oracle
FLEXCUBE Universal Banking to Siebel CRM. Lead data and product interest data that is created in
Oracle FLEXCUBE Universal Banking is also synchronized with Siebel CRM.

Figure 9. Lead Data Flow During Data Integration Process

For additional information on the sales opportunity integration objects, see

“CreateSalesOpportunityEBM” on page 196.

The following integration point uses lead data: “Creation of Leads” on page 68

Service Request Data Integration

Siebel CRM is the master for service request data. Figure 10 on page 61 illustrates the flow of service
request data during the data integration process; data flows in one direction only, from Oracle
FLEXCUBE Universal Banking to Siebel CRM. The data integration method used is online
synchronization.

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 About the Integration ■ Data Integration Points

As shown in Figure 10, service request data that is created or updated in Oracle FLEXCUBE Universal
Banking is synchronized with Siebel CRM. Online inquiries from Oracle FLEXCUBE Universal Banking
to retrieve service request data are also supported.

Figure 10. Service Request Data Flow During Data Integration Process

For additional information on the service request integration objects, see “ServiceRequestEBM” on
page 198.

The following integration points use service request data:

■ “Inquiries from Oracle FLEXCUBE Universal Banking” on page 64

■ “Service Requests” on page 68

Activity Data Integration

Siebel CRM is the master for activity data. Oracle FLEXCUBE Universal Banking must be kept in
synchronization with Siebel CRM. Figure 11 illustrates the flow of activity data during the data
integration process. The data integration method used is online synchronization.

As shown in Figure 11, data relating to the execution of specific, nonfinancial, business transactions
in Oracle FLEXCUBE Universal Banking is synchronized with Siebel CRM to create corresponding
Siebel activities.

Figure 11. Activity Data Flow During Data Integration Process

For additional information on the customer interaction integration objects, see

“CreateCustomerInteractionEBM” on page 207.

The following integration point uses activity data: “Creation of Activities” on page 69.

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Product Data Integration

Oracle FLEXCUBE Universal Banking is the master for product and product pricing data. Product and
pricing data created in Oracle FLEXCUBE Universal Banking is synchronized with Siebel CRM using
Oracle Data Integrator and is updated in batch mode only.

Branch Data Integration

Oracle FLEXCUBE Universal Banking is the master for branch data. Branch data created in Oracle
FLEXCUBE Universal Banking is synchronized with Siebel CRM using Oracle Data Integrator and is
updated in batch mode only.

Mandate Data Integration

Oracle FLEXCUBE Universal Banking is the master for mandate data. Mandate data created in Oracle
FLEXCUBE Universal Banking is synchronized with Siebel CRM using Oracle Data Integrator and is
updated in batch mode only.

Business Process Integration Points

The following are the high-level business process integration points between Siebel CRM and Oracle
FLEXCUBE Universal Banking:

■ “Inquiries from Siebel CRM” on page 62

■ “Inquiries from Oracle FLEXCUBE Universal Banking” on page 64

■ “Origination of Customers and Financial Accounts” on page 65

■ “Customer Transactions” on page 66

■ “Account Transactions” on page 67

■ “Creation of Leads” on page 68

■ “Service Requests” on page 68

■ “Creation of Activities” on page 69

Inquiries from Siebel CRM

The Integration supports inquiries started from Siebel CRM to retrieve customer, financial account,
and contract information from Oracle FLEXCUBE Universal Banking. The following information applies
to this integration point:

■ Direction of Synchronization. Siebel CRM to Oracle FLEXCUBE Universal Banking.

■ Data Synchronized. See Table 6 on page 63.

■ Integration Object Name. See Table 6 on page 63.

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 About the Integration ■ Business Process Integration Points

The entities for which Siebel CRM can issue inquiries to retrieve additional information from Oracle
FLEXCUBE Universal Banking are as follows:

■ Contacts and Accounts

Customers in Oracle FLEXCUBE Universal Banking are mapped to Contacts (retail customers) and
Accounts (corporate customers) in Siebel CRM. Non-Siebel CRM customer data from Oracle
FLEXCUBE can be displayed in Siebel CRM.

■ Financial Accounts:

■ Current and savings accounts and related standing instructions

■ Retail deposits, which refer to term deposits and recurring deposits

■ Corporate deposits

■ Loans

■ Financial transactions

Siebel CRM does not maintain financial transactions data but retrieves this data from Oracle
FLEXCUBE Universal Banking and displays it in the Siebel application user interface.

■ Contract

Siebel CRM retrieves contract data from Oracle FLEXCUBE Universal Banking and displays it in
the Siebel application user interface.

For each Siebel CRM inquiry integration point, Table 6 shows the integration objects used for the
Integration and the data queried. For information about each of the integration objects, see
Appendix C, “EBM Mappings Used in Online Synchronization.”

Table 6. Integration Points and Integration Objects Used for Inquiries from Siebel CRM

Data
Integration Point Integration Object Name Queried

Retrieves customer data from Oracle QueryCustomerPartyEBM Customer

FLEXCUBE Universal Banking.
QueryCustomerPartyResponseEBM

Retrieves limit information from Oracle QueryLineOfCreditEBM Limit

FLEXCUBE Universal Banking.
QueryLineOfCreditResponseEBM

Retrieves financial account (deposit) QueryDepositAccountEBM Financial

information from Oracle FLEXCUBE Account
QueryDepositAccountResponseEBM
Universal Banking.

Retrieves deposit account standing

instruction information from Oracle
FLEXCUBE Universal Banking.

Retrieves financial account (loan) QueryLoanAccountEBM Financial

information from Oracle FLEXCUBE Account
QueryLoanAccountResponseEBM
Universal Banking.

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Table 6. Integration Points and Integration Objects Used for Inquiries from Siebel CRM

Data
Integration Point Integration Object Name Queried

Retrieves financial transactions from QueryFinancialTransactionListEBM Financial

Oracle FLEXCUBE Universal Banking. Account
QueryFinancialTransactionListResponseEBM

Retrieves contract (bills and QueryDocumentaryCollectionEBM Contract

collections) information from Oracle
QueryDocumentaryCollectionResponseEBM
FLEXCUBE Universal Banking.

Retrieves contract (letters of credit) QueryDocumentaryCreditEBM Contract

information from Oracle FLEXCUBE
QueryDocumentaryCreditResponseEBM
Universal Banking.

Retrieves contract (bank guarantee) QueryBankGuaranteeEBM Contract

information from Oracle FLEXCUBE
QueryBankGuaranteeResponseEBM
Universal Banking.

Inquiries from Oracle FLEXCUBE Universal Banking

The Integration supports inquiries started from Oracle FLEXCUBE Universal Banking to retrieve
customer, offer, and service request information from Siebel CRM. The following information applies
to this integration point:

■ Direction of Synchronization. Oracle FLEXCUBE Universal Banking to Siebel CRM.

■ Data Synchronized. See Table 7 on page 65.

■ Integration Object Name. See Table 7 on page 65.

The entities for which Oracle FLEXCUBE Universal Banking retrieves additional information from
Siebel CRM are as follows:

■ Customer data. Customer or prospect data can be retrieved from Siebel CRM.

■ Offer data. Information relating to personalized and localized offers for existing customers
stored in Siebel CRM can be retrieved.

■ Service request data. Information on service requests stored in Siebel CRM can be retrieved,
for example, information on the current status of the service request.

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 About the Integration ■ Business Process Integration Points

For each Oracle FLEXCUBE Universal Banking inquiry integration point, Table 7 shows the integration
objects used for the Integration and the data queried. For detailed information on each of the
integration objects, see Appendix C, “EBM Mappings Used in Online Synchronization.”

Table 7. Integration Points and Integration Objects Used for Inquiries from Oracle FLEXCUBE
Universal Banking

Data
Integration Point Integration Object Name Queried

Retrieves contact or account data from QueryCustomerPartyListEBM Customer

Siebel CRM.
QueryCustomerPartyListResponseEBM
Retrieves prospect data from Siebel CRM.

Retrieves offers with a status of All Active QueryMarketingOfferListEBM Offer

from Siebel CRM.
QueryMarketingOfferListResponseEBM
Retrieves offers with a status of Contact
Specific - Active from Siebel CRM.

Retrieves service request data from Siebel QueryServiceRequestListEBM Service

CRM. request
QueryServiceRequestListResponseEBM

Origination of Customers and Financial Accounts

The Integration supports the synchronization of new financial account data, and new and updated
customer data between Siebel CRM and Oracle FLEXCUBE Universal Banking. The following
information applies to this integration point:

■ Direction of Synchronization. Bidirectional.

■ Data Synchronized. Customer and financial account.

■ Integration Object Names. See Table 8 on page 66.

Siebel CRM is the master for customer data and Oracle FLEXCUBE Universal Banking is the master
for financial account data. The origination of customer (contact and account in Siebel CRM) and
financial account data is as follows:

■ Customer

Customers can be created in Oracle FLEXCUBE Universal Banking; these customers are
synchronized with Siebel CRM.

NOTE: All Oracle FLEXCUBE Universal Banking customers exist in Siebel CRM, but customers can
exist in Siebel CRM who do not exist in Oracle FLEXCUBE Universal Banking.

■ Financial Account:

■ Origination of the following financial accounts occurs in Oracle FLEXCUBE Universal Banking
only:

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About the Integration ■ Business Process Integration Points

❏ Savings account

❏ Current account

❏ Loan account

❏ Cluster deposit accounts

❏ Recurring deposit accounts

❏ Term deposit accounts

■ Links between customers and financial accounts are created in Oracle FLEXCUBE Universal
Banking; when a financial account is created, the data is synchronized with Siebel CRM.

For each origination integration point, Table 8 shows the integration object used for the Integration
and the data queried. For detailed information on each of the integration objects, see Appendix C,
“EBM Mappings Used in Online Synchronization.”

Table 8. Integration Points and Integration Objects Used for Originations

Data
Integration Point Integration Object Name Queried

Customers created in Oracle FLEXCUBE CreateCustomerPartyEBM Customer

Universal Banking are synchronized with
CreateCustomerPartyResponseEBM
Siebel CRM.

Prospects converted to customers in Oracle UpdateCustomerPartyEBM

FLEXCUBE Universal Banking are
synchronized with Siebel CRM.

Links between customers and deposit CreateDepositAccountEBM Financial

accounts that are created in Oracle Account
FLEXCUBE Universal Banking are
synchronized with Siebel CRM.

Links between customers and loan CreateLoanAccountEBM

accounts that are created in Oracle
FLEXCUBE Universal Banking are
synchronized with Siebel CRM.

Customer Transactions
The Integration supports the synchronization of updates to customer data made in either Siebel CRM
or Oracle FLEXCUBE Universal Banking. The following information applies to this integration point:

■ Direction of Synchronization. Bidirectional.

■ Data Synchronized. Customer.

■ Integration Object Name. UpdateCustomerPartyEBM.

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Customer and customer relationship data is synchronized between the applications as follows:

■ Customer data

Updates to the following customer data can be made in either Siebel CRM or Oracle FLEXCUBE
Universal Banking; the following changes in one application are synchronized with the other
application:

■ Changes to customer names

■ Changes to contact and account addresses

■ Status changes

■ Changes to other customer data that is common between Oracle FLEXCUBE Universal
Banking and Siebel CRM

■ Updates to Know Your Customer (KYC) data in Oracle FLEXCUBE Universal Banking are
synchronized with Siebel CRM

■ Relationship data:

■ Customer relationships created or updated in Siebel CRM are synchronized with Oracle
FLEXCUBE Universal Banking.

■ Changes to the relationship type values, for example, father or spouse, are made in Siebel
CRM and are synchronized with Oracle FLEXCUBE Universal Banking.

■ Changes to customer-to-customer relationships that exist in both applications are

synchronized with the other application.

NOTE: Customer-to-customer relationships that involve prospects or non-Oracle FLEXCUBE

Universal Banking customers are not created, updated, or stored in Oracle FLEXCUBE Universal
Banking.

Account Transactions
The Integration supports the synchronization of account transaction data between the applications.
The following information applies to this integration point:

■ Direction of Synchronization. Oracle FLEXCUBE Universal Banking to Siebel CRM.

■ Data Synchronized. Financial account and customer.

■ Integration Object Names. UpdateLoanAccountEBM and UpdateDepositAccountEBM.

The following account transactions are initiated in Oracle FLEXCUBE Universal Banking and
synchronized with Siebel CRM:

■ An assignment of a customer to a home loan account

■ An update to a demand deposit account to add a new title, for example, when a customer is
added as a coholder to a savings account

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About the Integration ■ Business Process Integration Points

■ An update to a demand deposit account to delete a title, for example, when a customer is
removed as a coholder to a savings account

Creation of Leads
The Integration supports the synchronization of leads created in Oracle FLEXCUBE Universal Banking
with Siebel CRM for customers who exist in both applications. The following information applies to
this integration point:

■ Direction of Synchronization. Oracle FLEXCUBE Universal Banking to Siebel CRM.

■ Data Synchronized. Lead.

■ Integration Object Name. CreateSalesOpportunityEBM.

The Integration supports the synchronization of the following lead data:

■ Contact and prospect data can be retrieved from Siebel CRM if a customer exists in both of the
participating applications.

■ Lead data captured in Oracle FLEXCUBE Universal Banking, and offer acceptance details retrieved
from Siebel CRM, are synchronized to create a lead in Siebel CRM.

■ Lead data captured in Oracle FLEXCUBE Universal Banking and product interest data are
synchronized to create a lead in Siebel CRM.

■ A customer negative response to an offer is synchronized with Siebel CRM.

Service Requests
The Integration supports the synchronization of service request data between the applications. The
following information applies to this integration point:

■ Direction of Synchronization. Oracle FLEXCUBE Universal Banking to Siebel CRM.

■ Data Synchronized. Service request.

■ Integration Object Names. CreateServiceRequestEBM and UpdateServiceRequestEBM.

Service request data is not stored in Oracle FLEXCUBE Universal Banking but service request data
can be entered in Oracle FLEXCUBE Universal Banking; this data is synchronized to create or update
a service request in Siebel CRM. Service request data stored in Siebel CRM can be retrieved and
updated from Oracle FLEXCUBE Universal Banking.

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 About the Integration ■ Business Process Integration Points

Creation of Activities
The Integration supports the creation of activities in Siebel CRM when specific transactions are
executed in Oracle FLEXCUBE Universal Banking. The following information applies to this integration
point:

■ Direction of Synchronization. Oracle FLEXCUBE Universal Banking to Siebel CRM.

■ Data Synchronized. Activity.

■ Integration Object Name. CreateCustomerInteractionEBM.

Certain business transactions executed in Oracle FLEXCUBE Universal Banking require follow-up
activities to be performed in Siebel CRM. An activity is created in Siebel CRM when each of the
following transactions occurs in Oracle FLEXCUBE Universal Banking:

■ Creating a standing instruction in an account

■ Issuing a check book

■ Requesting to stop a check payment

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About the Integration ■ Business Process Integration Points

70 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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6 Troubleshooting the Integration

This chapter provides information on troubleshooting Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking. It contains the following topics:

■ Siebel CRM Log Files on page 71

■ How Siebel CRM Handles Errors During Online Data Synchronization on page 71

■ Siebel Log Files During Batch Data Loading on page 73

■ Errors Generated by Oracle FLEXCUBE Universal Banking on page 74

Siebel CRM Log Files

Within the Siebel CRM environment, logging information is written to log files which can be used to
troubleshoot problems. The following log files are available:

■ Siebel Server log files

■ Siebel Web server extension log files

■ Siebel events and event logging files

For information on the log files generated by Siebel CRM, see Siebel System Monitoring and
Diagnostics Guide.

How Siebel CRM Handles Errors During

Online Data Synchronization
This topic describes how Siebel CRM handles errors that occur during online data synchronization.
During online data synchronization, in the event of an error, one of the following occurs:

■ Error messages are written to a log file.

■ Error messages are sent to Oracle FLEXCUBE Universal Banking.

■ Error messages are displayed on the user interface.

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Troubleshooting the Integration ■ How Siebel CRM Handles Errors During Online Data
Synchronization

The error-handling mechanism that is used depends on the type of Siebel Web service that generates
the error, as described in Table 9.

Table 9. Siebel Error Handling for Online Data Integration

Web Service Type Operation Error Handling Mechanism

Synchronous Inbound Create or Query The error message in the EBM format is
transformed using the EAI XSLT Service and
is sent to Oracle FLEXCUBE Universal
Banking.

Synchronous Outbound Query The error message is retrieved from the

response message using the FINS Industry
XML Query Service, and is displayed to the
user.

Fire-and-forget Outbound Update If a workflow failure occurs, then the Siebel

Server logs the error message.

Fire-and-forget Inbound Create or Update An error message is written to a file using

the EAI XML Write to File service. For
additional information, see “Online Data
Synchronization Log Files” on page 72.

Online Data Synchronization Log Files

Log files specific to the online data synchronization process are created if errors occur when inbound
fire-and-forget Web services trigger create or update operations. Error messages are written to the
files in the siebsrvr\log\ directory where siebsrvr is the Siebel Server installation directory. The
name of the log file takes the following format:

MessageId EBMShortName Operation.xml

where

■ MessageId is the numeric message identifier

■ EBMShortName is the abbreviation for the EBM
■ Operation is either Create or Update
For example:

9110970000009273DAUpdate.XML

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 Troubleshooting the Integration ■ Siebel Log Files During Batch Data Loading

Table 10 shows the log files created for each integration object if errors occur during create and
update operations.

Table 10. Log Files for Create and Update Operations

Integration Object Log File Name of Fire-and-Forget

Integration Object Short Name Service

Deposit Account DA MessageIdDAUpdate.XML

MessageIdDACreate.XML
Loan Account LA MessageIdLAUpdate.XML

MessageIdLACreate.XML

Customer Interaction (Activity) CI MessageIdCICreate.XML

Sales Opportunity (Lead) SO MessageIdSOCreate.XML

Service Request SR MessageIdSRUpdate.XML

Customer Party CP MessageIdCPUpdate.XML

Siebel Log Files During Batch Data

Loading
This topic provides information on the Siebel log files generated during batch data loading using
Oracle Data Integrator. After performing the batch data loading, check the following log files for
errors:

■ Log table BIB_ODI_ERROR_LOG

If an error occurs while running the packages for the batch data loads, then the error message
is logged in the table BIB_ODI_ERROR_LOG in the Siebel database. This table stores the
following information about the error:

■ Package name

■ Step name

■ Step type

■ Error code

■ Error message

■ Created date

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Troubleshooting the Integration ■ Errors Generated by Oracle FLEXCUBE Universal
Banking

■ EIM log files

During the batch data loading, Oracle Data Integrator loads data from Oracle FLEXCUBE
Universal Banking staging tables into Siebel EIM tables. Oracle Data Integrator starts the Siebel
EIM jobs, using the Siebel Server Manager utility. If an error occurs in a Siebel EIM job, then a
log file is created in the location you specified for the variable FINS_BIB_Log_Path. For additional
information, see “Configuring Integration Variables” on page 28.

Check the log files for any errors during the Siebel EIM job processing.

Errors Generated by Oracle FLEXCUBE

Universal Banking
For information on troubleshooting online data integration errors that result from problems with the
way in which the EBO Direct Build Utility was configured, see the FCUBS EBO Direct Build Utility User
Guide, which is provided as part of the Oracle FLEXCUBE Universal Banking documentation set.

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7 Customizing the Integration

This chapter provides information on how to extend or customize Siebel CRM Integration to Oracle
FLEXCUBE Universal Banking. It contains the following topics:

■ About Customizing the Integration on page 75

■ Overview of Oracle AIA Direct Integration on page 76

■ Planning the Integration Customization on page 77

■ Process of Customizing the Integration on page 79

■ Installing the Oracle AIA Foundation Pack Enterprise Object Library on page 80

■ Importing EBMs into Siebel Tools on page 80

■ Updating Data Transformation Files on page 84

■ Deploying a Customized Workflow on page 86

■ Editing the WSDL Files on page 87

■ About Customizing Web Services on page 92

About Customizing the Integration

You can customize the Integration to suit your business requirements. For example, you can choose
to:

■ Synchronize additional data entities, such as household or employee data

■ Synchronize additional fields for an entity that is already integrated, for example, synchronize
additional address fields

To customize or extend the batch data loading files provided with the Integration, you can edit the
Oracle Data Integrator packages provided with the Integration or create new packages. You must
also create EIM mappings between the Siebel CRM and Oracle FLEXCUBE Universal Banking data to
be integrated. For information on working with Oracle Data Integrator packages, see Oracle® Fusion
Middleware Developer’s Guide for Oracle Data Integrator 11g Release 1. For examples of the data
mappings used for each entity that is integrated using the batch data loading, see Appendix B, “Data
Mappings to Siebel EIM Tables.”

To customize or extend the data that is synchronized online, you must import Oracle Application
Integration Architecture (AIA) Enterprise Object Library artifacts into Siebel CRM. These artifacts
create or extend Web services to perform the required processing. This chapter describes how to
perform this type of customization, using the loan account business entity as an example.

NOTE: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking.

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Customizing the Integration ■ Overview of Oracle AIA Direct Integration

Overview of Oracle AIA Direct

Integration
To customize or extend the data that is synchronized online in the Integration generally involves
importing Oracle AIA Enterprise Object Library artifacts into Siebel CRM to create or extend Web
services. The Oracle AIA Enterprise Object Library artifacts that are used to achieve direct
integrations of data between applications are:

■ Enterprise Business Objects

Enterprise Business Objects (EBOs) provide definitions of standard business data objects, such
as a loan account or a sales order, and reusable data components. The collection of EBOs
provided in the Enterprise Object Library constitutes a data model that facilitates the integration
of data in applications and systems. Each application data schema is mapped only once to the
EBO data model, thereby eliminating the requirement to map data directly from one application
to another. The EBOs are provided as XML Schema Definition (XSD) files.

■ Enterprise Business Services

Enterprise Business Services (EBSs) represent standard Web service definitions for performing a
business task, such as creating an account. These services provide message-driven interfaces
(described in XML) for the purpose of exchanging data between applications, both synchronously
(request-and-response) and asynchronously (fire-and-forget). These services can be
implemented by applications that participate in the Integration.

The interface definitions for the EBSs are defined in Web Service Definition Language (WSDL)
files, which list the operations, message exchange pattern, and payload that are applicable for
each operation of a service. This interface description is composed of all details required for a
client application to call the service. An EBS takes an EBM as input and provides another EBM as
output.

■ Enterprise Business Messages

Enterprise Business Messages (EBMs) are the messages that are exchanged between the
participating applications in the Integration. The EBM represents the specific content of an EBO
needed for performing a specific operation on a business object, such as creating a loan account
or deleting a sales order. The metadata about the message is specified in the message header
section.

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 Customizing the Integration ■ Planning the Integration Customization

The relationship between EBOs, EBMs, and EBSs in a direct integration is illustrated in Figure 12 for
a Loan Account business entity. As shown in Figure 12, an EBM exists for each operation supported
for the Loan Account EBO. WSDL files provide service definitions for each of the operations performed
by the Loan Account EBS.

Figure 12. Relationship Between EBOs, EBMs, and EBSs for a Loan Account Business Entity

For additional information on the Oracle AIA framework, architecture, and concepts, see Oracle®
Fusion Middleware Concepts and Technologies Guide for Oracle Application Integration Architecture
Foundation Pack.

Planning the Integration Customization

Before customizing the Integration, identify the data that you want to synchronize and the type of
operations that must be performed on the data. Specifically, determine the following:

■ Involve the business users to identify the specific fields that are to be synchronized, and start
detailed mappings between the data in Siebel CRM and the data in Oracle FLEXCUBE Universal
Banking.

■ Identify any EBOs, EBMs, and EBSs that are required for the customization.

■ Determine the operations that are to be performed on the data. These operations can be any of
the operations defined in an EBM; that is, create, retrieve, update or delete operations.

■ Determine the Web service interaction patterns required: synchronous (request-and-response

format) or asynchronous (fire-and-forget).

The number of EBM-based integration objects required for the synchronization of a data entity is
determined by the number of operations required for each entity and the Web service type (request-
and-response or fire-and-forget).

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Customizing the Integration ■ Planning the Integration Customization

Table 11 lists the operations supported for each entity in the Integration, the type of Web service
used to perform the operation, and the EBMs used to generate the integration objects that are
required to support the operation. When customizing the Integration, you might have to define
additional operations for an entity and use EBMs other than those listed to achieve the data
integration required.

Table 11. Operations Supported for Entities in Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking

EBM Used to Generate Integration

Entity Operation Service Type Object

Customer Party Create Request-response CreateCustomerPartyEBM

CreateCustomerPartyResponseEBM
Update Fire-and-forget UpdateCustomerPartyEBM

Query Request-response QueryCustomerPartyListEBM

QueryCustomerPartyListResponseEBM

QueryCustomerPartyEBM

QueryCustomerPartyResponseEBM

Sales Create Fire-and-forget CreateSalesOpportunityEBM

Opportunity

Deposit Account Create Fire-and-forget CreateDepositAccountEBM

Update Fire-and-forget UpdateDepositAccountEBM

Query Request-Response QueryDepositAccountEBM

QueryDepositAccountResponseEBM

Loan Account Create Fire-and-forget CreateLoanAccountEBM

Update Fire-and-forget UpdateLoanAccountEBM

Query Request-response QueryLoanAccountEBM

QueryLoanAccountResponseEBM

Bank Guarantee Query Request-response QueryBankGuaranteeEBM

QueryBankGuaranteeResponseEBM
Line of Credit Query Request-response QueryLineOfCreditEBM

QueryLineOfCreditResponseEBM

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 Customizing the Integration ■ Process of Customizing the Integration

Table 11. Operations Supported for Entities in Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking

EBM Used to Generate Integration

Entity Operation Service Type Object

Service Request Create Request-response CreateServiceRequestEBM

CreateServiceRequestResponseEBM

Update Fire-and-forget UpdateServiceRequestEBM

Query Request-response QueryServiceRequestListEBM

QueryServiceRequestListResponseEBM

Documentary Query Request-response QueryDocumentaryCollectionEBM

Collection
QueryDocumentaryCollectionResponseEBM
Financial Query Request-response QueryFinancialTransactionListEBM
Transaction
QueryFinancialTransactionListResponseEBM

Customer Create Fire-and-forget CreateCustomerInteractionEBM

Interaction

Documentary Query Request-response QueryDocumentaryCreditEBM

Credit
QueryDocumentaryCreditResponseEBM

Marketing Offer Query Request-response QueryMarketingOfferListEBM

QueryMarketingOfferListResponseEBM

Process of Customizing the Integration

This topic lists the steps involved in customizing or extending Siebel CRM Integration to Oracle
FLEXCUBE Universal Banking.

To customize the Integration, perform the following tasks:

1 “Installing the Oracle AIA Foundation Pack Enterprise Object Library” on page 80

2 “Importing EBMs into Siebel Tools” on page 80

3 “Updating Data Transformation Files” on page 84

4 “Deploying a Customized Workflow” on page 86

5 “Editing the WSDL Files” on page 87

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Customizing the Integration ■ Installing the Oracle AIA Foundation Pack Enterprise
Object Library

Installing the Oracle AIA Foundation

Pack Enterprise Object Library
This topic describes how to copy the Enterprise Object Library from the Oracle AIA Foundation Pack
to obtain the EBOs, EBSs and EBMs required for your customization.

This task is a step in “Process of Customizing the Integration” on page 79.

To install the Oracle AIA Foundation Pack Enterprise Object Library

1 Download the Oracle AIA Foundation Pack 11g Release 1 to your local computer from Oracle
Software Delivery Cloud at

http://edelivery.oracle.com

2 Install the Oracle AIA Foundation Pack as described in Oracle® Fusion Middleware Installation
and Upgrade Guide for Oracle Application Integration Architecture Foundation Pack 11g Release
1 (11.1.1.4.0).

■ Select the following installation options: Select the Copy AIA Software Only option.

Choosing this option requires that you manually complete the installation.

■ Select the Foundation Pack check box.

3 After the installation, verify that the Oracle AIA Foundation Pack directory structure is as follows
on your local computer:

■ EBOs and EBMs are located as follows:

AIA_HOME\AIAMetaData\AIAComponents\EnterpriseObjectLibrary\Industry\BankingA
ndWealthManagement\EBO\Entity\

■ Enterprise Business Service WSDL XML documents are located as follows:

AIA_HOME\AIAMetaData\AIAComponents\EnterpriseBusinessServiceLibrary\Industry
\BankingAndWealthManagement\EBO\Entity\

where:

❏ AIA_HOME is the Oracle AIA Foundation Pack installation directory

❏ Entity is the name of the entity, for example, Loan Account, required for the
customization

Importing EBMs into Siebel Tools

After you have identified the EBMs required for your customization and have installed the Oracle AIA
Foundation Pack on your local computer, you must import the EBMs into Siebel Tools. This topic
describes the following tasks:

■ Preliminary steps required to prepare the EBMs for import

■ How to import EBMs into Siebel Tools

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This task is a step in “Process of Customizing the Integration” on page 79.

Preparing to Import the Enterprise Objects to Siebel Tools

Before importing EBMs to Siebel Tools, you must first edit a number of enterprise objects so that
they conform to Siebel CRM requirements. In particular, the following differences exist between
Siebel CRM and Oracle AIA objects:

■ The document tag used by Oracle AIA objects exceeds the limit of 255 characters for comments
in Siebel CRM.

■ Weakly typed schema (##any, ##other) are not supported in Siebel CRM.

To prepare to import the enterprise objects into Siebel Tools, perform the steps in the following
procedure.

To prepare to import the enterprise objects into Siebel Tools

1 Using an XML editor, navigate in turn to each of the files listed in the File column of Table 12.

2 Edit each file as indicated in the Changes Required column of Table 12.

Table 12. Changes Required to Enterprise Object Library Files

File Changes Required

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\EBO\Enity\V1\EnityEBM.xsd

Entity is the specific Enterprise Object Library object, for example,

Loan Account.

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement Put <xsd:documentation>

\EBO\Enity\V1\EnityEBO.xsd tag text in a comment.

Entity is the specific Enterprise Object Library object, for example,

Loan Account.

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Common\V2\Meta.xsd

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement Put <xsd:documentation>

\Common\V2\CommonComponents.xsd tag text in a comment.

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Common\V2\CodeLists.xsd

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Common\V2\DataTypes.xsd

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Custom\Common\V2\CustomCommonComponents.xsd

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Table 12. Changes Required to Enterprise Object Library Files

File Changes Required

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Custom\EBO\LoanAccount\V1\CustomLoanAccountEBO.xsd

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Common\V2\WS-Addressing.xsd

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Common\V2\access_control-xacml-2.0-context-schema-cd-
04.xsd

\EnterpriseObjectLibrary\Industry\BankingAndWealthManagement None
\Common\V2\access_control-xacml-2.0-policy-schema-cd-04.xsd

\EnterpriseObjectLibrary\Infrastructure\V1\Meta.xsd ■ Put
<xsd:documentation>
tag text in a comment.

■ Put the import of the

following file in a
comment:

<xsd:import
namespace="http://
schemas.xmlsoap.org/
ws/2003/03/addressing"
schemaLocation="WS-
Addressing.xsd"/>

This file refers to the

http://
schemas.xmlsoap.org/
ws/2003/03/addressing
file which contains
##other namespaces.

\EnterpriseObjectLibrary\Infrastructure\V1\CodeLists.xsd Put <xsd:documentation>

tag text in a comment.

\EnterpriseObjectLibrary\Infrastructure\V1\DataTypes.xsd Put <xsd:documentation>

tag text in a comment.

\EnterpriseObjectLibrary\Infrastructure\Custom\V1 Put <xsd:documentation>

\CustomMeta.xsd tag text in a comment.

\EnterpriseObjectLibrary\Infrastructure\V1\WS-Addressing.xsd Put elements where

namespace is ##other in a
comment. These elements
are not required because this
include file is commented in
the Meta.xsd file.

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Table 12. Changes Required to Enterprise Object Library Files

File Changes Required

\EnterpriseObjectLibrary\Infrastructure\V1 Put elements where

\access_control-xacml-2.0-context-schema-cd-04.xsd namespace is ##any in a
comment.

\EnterpriseObjectLibrary\Infrastructure\V1 Put elements where

\access_control-xacml-2.0-policy-schema-cd-04.xsd namespace is ##any in a
comment.

Importing the EBM Files to Siebel Tools

The EBMs required by your customization must be imported into Siebel Tools using the Enterprise
Application Integration (EAI) XSD Wizard. This wizard analyzes the XML Schema Definition (XSD) file
to create an XML integration object that the Siebel EAI infrastructure can interpret. For detailed
information on using the EAI XSD Wizard, see XML Reference: Siebel Enterprise Application
Integration.

To import the EBM files to Siebel Tools

1 Start Siebel Tools.

2 Click File, then New Object.

3 In the New Object Wizards window, click the EAI tab.

4 Double-click the Integration Object icon.

5 Complete the Integration Object Builder initial page:

a Select the project from the first list.

b Select EAI XSD Wizard as the Business Service.

c Browse to the location of the XSD file that you want to use as follows, then click Next:

AIA_HOME\AIAMetaData\AIAComponents\EnterpriseObjectLibrary\Industry\BankingA
ndWealthManagement\EBO\Entity\V1\Entity\EBM.xsd

where:

❏ AIA_HOME is the Oracle AIA Foundation Pack installation directory

❏ Entity is the name of the entity, for example, Loan Account, required for the
customization

6 Select the source object according to the operation required, for example,
CreateLoanAccountResponseEBM, and assign the same name to the integration object. Click
Next.

7 On the Choose Integration Components screen, click the plus sign to expand the list of
integration components, then select the integration components you require for the new
integration object. Click Next.

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8 Click the Deploy Integration Object check-box, then click Finish.

After the successful import of the EBM.xsd file, an integration object with the name you assigned
in Step 6 is created. You can view integration objects in the Integration Objects list.

Updating Data Transformation Files

This topic describes how to update data transformation files when customizing the Integration.

This task is a step in “Process of Customizing the Integration” on page 79.

The EAI Extensible Stylesheet Language Transformation (XSLT) service is used to transform data
from an external integration object structure to a Siebel integration object structure. XSL
transformation (XSLT) files for each entity and operation used in the Integration are available in the
SIEBSRVR\XSLT directory, where SIEBSRVR is the Siebel Server installation directory. These files are
called at run-time by the Integration workflows to map data between Oracle FLEXCUBE Universal
Banking and Siebel CRM. For information on the Integration workflows, see Siebel Finance Guide.

When customizing the Integration, verify that an XSLT file exists for the entity required for your
customization, and that it supports the field data mapping required. If a file does not exist, or if it
does not support the field mappings required, you must create a new XSLT file or amend an existing
XSLT file for the new entities or fields being synchronized, as described in the following procedure.

To update the data transformation files

1 Verify whether or not an XSLT file already exists for the entity you are customizing:

■ If you have imported a new entity into Siebel Tools to use in the Integration, as described in
“Importing EBMs into Siebel Tools” on page 80, you must create an XSLT file for the new entity.
Proceed to step Step 2.

■ If the customization involves mapping additional fields for an entity that is already supported
in the Integration, an XSLT file for the entity already exists in the SIEBSRVR\XSLT directory.
Proceed to Step 3.

2 Create a new XSLT file for the entity and add it to the SIEBSRVR\XSLT directory.

For an example of an XSLT file created for an entity imported into Siebel Tools for use in the
Integration, see “Example of an XSLT File Created For a New Entity” on page 84.

3 Edit the appropriate XSLT file for the entity using an XML editor and add the new data mapping
information.

Example of an XSLT File Created For a New Entity

This topic lists an example of an XSLT file created for an entity that has been imported into Siebel
Tools for use in the Integration. It also lists the source and target XML files associated with the new
XSLT file.

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In this example, the CreateLoanAccountResponseEBM entity is imported into Siebel Tools, as

described in Step 6 on page 83; this provides the source XML file. The EAI XSD Wizard then generates
the CreateLoanAccountResponseEBM integration object (the target XML file), as described in Step 8
on page 84. In the XSLT file that must be created for the new entity, the value of the Name field in
the source XML file is mapped to the Full Name field in the target XML file.

XSL Transformation File

The following shows the XSLT file created for the new entity to be used in the Integration,
CreateLoanAccountResponseEBM.

NOTE: The file in this topic is listed for example purposes only; it is not an actual representation of
either an AIA EBM or a Siebel CRM XSD file.

<?xml version="1.0" encoding="ISO-8859-1"?>

<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
<xsl:output method="xml"/>

<xsl:template match="/">
<xsl:apply-templates select="CreateLoanAccountResponseEBM"/>
</xsl:template>

<xsl:template match="CreateLoanAccountResponseEBM">
<xsl:apply-templates select="EBMHeader"/>
</xsl:template>

<xsl:template match="EBMHeader">
<xsl:apply-templates select="Sender"/>
</xsl:template>

<xsl:template match="Sender">
<SiebelMessage>
<Account>
<AccountId>
<xsl:value-of select="Id"/>
</AccountId
<FullName>
<xsl:value-of select="Name"/> <!-- this step maps the value in the Name field
(Aaron)in the source XML file to the FullName field in the Target xml file-->
</FullName>
</Account>
</SiebelMessage

</xsl:template>
</xsl:stylesheet>

XML Source File

The following shows an example of the CreateLoanAccountResponseEBM XML file imported into
Siebel Tools.

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<?xml version="1.0" encoding="UTF-8" ?>

<CreateLoanAccountResponseEBM languageCode="" versionID="">
<EBMHeader languageCode="">
<Sender>
<SenderMessageID schemeVersionID="" schemeID="" schemeAgencyID="">FC_88-
2UU0</SenderMessageID>
<ID schemeVersionID="" schemeID="" schemeAgencyID="">FLEXCUBE</ID>
<Name>Aaron</Name> <!-- This is a new field. It is mapped to the Full
Name Field in the Target.xml -->
</Sender>
<FaultNotification>
<FaultMessage>
<Code listID="" listVersionID="" listAgencyID="" />
<Text languageCode="" languageLocaleCode="" />
</FaultMessage>
</FaultNotification>
</EBMHeader>
</CreateLoanAccountResponseEBM

XML Target File

The following shows an example XML file generated for the CreateLoanAccountResponseEBM
integration object in Siebel Tools.

<?xml version="1.0" encoding="UTF-8" ?>

<SiebelMessage>
<Account>
<AccountId/> <!-- this field maps to Id field in the source.xml -->
<FullName/> <!-- this field is mapped to Name field in source.xml -->
</Account>
</SiebelMessage>

Deploying a Customized Workflow

Workflows, made available as Web services, perform the real-time synchronization of data in Siebel
CRM Integration to Oracle FLEXCUBE Universal Banking. When you extend or customize the
Integration, it might be necessary to amend the workflows provided with the Integration or to create
new workflows. For information on performing both of these tasks, see Siebel Business Process
Framework: Workflow Guide.

After you create a new workflow or customize an existing workflow, you must deploy the relevant
workflow by publishing it as an inbound Web service and then generating a WSDL file for the new
Web service. Both tasks are described in this topic.

For detailed information on each of the workflows used in the Integration, see Siebel Finance Guide.
The workflow XML files for the Loan Account create and upsert workflows used in the Integration are
listed in Appendix A, “Sample Workflow Files.” You can use these workflow files as a reference when
customizing workflows for your integration environment.

This task is a step in “Process of Customizing the Integration” on page 79.

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 Customizing the Integration ■ Editing the WSDL Files

To deploy a customized workflow

1 Publish the customized workflow as an inbound Web service.

For more information, see Integration Platform Technologies: Siebel Enterprise Application
Integration.

When publishing the workflow as an inbound Web service, specify the values shown in the
following table.

Field Value

Name (Service Ports list) When creating the inbound service port record, the name
assigned to the port in the Name field must be the same as the
port name defined in the EBS WSDL.

Name (Operations list) When creating the operation record for the new service port, the
operation name must be the same as the operation name defined
in the EBS WSDL.

For example, for the Loan Account entity, the port name is
BankingAndWealthManagementLoanAccountEBS and the operation name is CreateLoanAccount.

2 Generate a WSDL file for the inbound Web service as follows:

a Navigate to the Administration - Web Services screen, then the Inbound Web Services view.

b Select the inbound Web service that you want to publish, then click Generate WSDL.

3 Test each operation in the WSDL file, using the soapUI testing tool.

Editing the WSDL Files

The WSDL file that you generated for the inbound Web service in “Deploying a Customized Workflow”
on page 86 is combined with the original WSDL file provided for the Web service in the Oracle AIA
Enterprise Object Library. This revised WSDL file is then used in the Integration. The editing process
to combine sections of both WSDL files is described in this topic.

This task is a step in “Process of Customizing the Integration” on page 79.

To edit the WSDL file

1 Navigate to the following directory, and copy the WSDL file for the entity used in the integration
customization:

AIA_HOME\AIAMetaData\AIAComponents\EnterpriseBusinessServiceLibrary\Industry\Ba
nkingAndWealthManagement\EBO\Entity\V1

where:

■ Entity is the name of the entity, for example, Loan Account, used in the customization
■ AIA_HOME is the Oracle AIA Foundation Pack installation directory

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2 Edit the WSDL file you have just copied by replacing the sections of the file that relate to the
operation specified when you deployed the customized workflow (Step 1 on page 87) with the
corresponding sections of the WSDL file you generated in the Siebel application (Step 2 on
page 87).

NOTE: Do not change the names of the namespaces in the Oracle AIA WSDL file when copying
information from the Siebel WSDL file. Continue to use the ebo and ebs prefixes.

Copy the following sections:

■ <schema>

■ <message>

■ <ports>

■ <binding>

3 Save the changes you made to the WSDL file, and place it in the same directory where it was
originally located, that is, in:

AIA_HOME\AIAMetaData\AIAComponents\EnterpriseBusinessServiceLibrary\Industry\Ba
nkingAndWealthManagement\EBO\Entity\V1.

Use this WSDL file for future testing and publishing to consumer applications.

4 In the Siebel application, navigate to the Administration - Web Services screen, then the Inbound
Web Services view.

5 Select the customized inbound Web service previously deployed in “Deploying a Customized
Workflow” on page 86.

6 In the Namespace field, change the name to the namespace name specified in the EBS WSDL
located in:

AIA_HOME\AIAMetaData\AIAComponents\EnterpriseBusinessServiceLibrary\Industry\
BankingAndWealthManagement\EBO\Entity\V1

For example, for the LoanAccount Create workflow, the following values are specified:

❏ Inbound Web service name: FINCORP BIB Loan Account Upsert FAF Workflow

❏ Revised Namespace name: http://xmlns.oracle.com/EnterpriseObjects/Core/EBO/

LoanAccount/V1

❏ Operation: CreateLoanAccount

NOTE: The WSDLs for the Siebel CRM Web services used in the Integration are located in
Siebel\8.2\Tools_1\REPPATCH\ACR548.zip, where Siebel\8.2\Tools_1 is the Siebel Tools 8.2
installation directory. For additional information, see “Accessing the Integration Files” on page 18.

Example of an Edited WSDL File for the Loan Account Entity

The following is the WSDL file for the Loan Account entity after it has been edited. You can use this
file as a reference when editing the WSDL file required for your customization.

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<?xml version="1.0" encoding="utf-16"?>

<!--

** Oracle Corporation **
** This is an Entity EBS, BASED ON CRUD OPERATIONS **
** We always include the wsdl,xsd, soap, our documentation, and Core Common
namespaces. Always the same prefixes. **
** Need to define namespaces for EBO and EBS, and always use these same prefixes -
ebo and ebs. **
** Need to define the target namespace equal to the EBS namespace. Also define a
name, in the form of - name+EBS. **

Copyright (c) 2007, 2010, Oracle and/or its affiliates. All rights reserved.

WSDL File Name

Name:
\\EnterpriseBusinessServiceLibrary\Industry\BankingAndWealthManagement\EBO\LoanAcc
ount\V1\BankingAndWealthManagementLoanAccountEBSV1.wsdl
-->

<definitions xmlns="http://schemas.xmlsoap.org/wsdl/" xmlns:xsd="http://

www.w3.org/2001/XMLSchema" xmlns:soap="http://schemas.xmlsoap.org/wsdl/soap/"
xmlns:svcdoc="http://xmlns.oracle.com/Services/Documentation/V1"
xmlns:corecom="http://xmlns.oracle.com/EnterpriseObjects/Core/Common/V2"
xmlns:ebo="http://xmlns.oracle.com/EnterpriseObjects/Core/EBO/LoanAccount/V1"
xmlns:ebs="http://xmlns.oracle.com/EnterpriseServices/Core/LoanAccount/V1"
name="BankingAndWealthManagementLoanAccountEBSV1" targetNamespace="http://
xmlns.oracle.com/EnterpriseServices/Core/LoanAccount/V1">

<types>

<xsd:schema targetNamespace="http://xmlns.oracle.com/EnterpriseServices/
LoanAccount/V1" elementFormDefault="qualified">

<xsd:import namespace="http://xmlns.oracle.com/EnterpriseObjects/Core/
EBO/LoanAccount/V1" schemaLocation="../../../../../../EnterpriseObjectLibrary/
Industry/BankingAndWealthManagement/EBO/LoanAccount/V1/LoanAccountEBM.xsd" />

<xsd:import namespace="http://xmlns.oracle.com/EnterpriseObjects/Core/
Common/V2" schemaLocation="../../../../../../EnterpriseObjectLibrary/Industry/
BankingAndWealthManagement/Common/V2/Meta.xsd" />

</xsd:schema>

<xsd:schema elementFormDefault="qualified" targetNamespace="http://

xmlns.oracle.com/EnterpriseObjects/Core/EBO/LoanAccount/V1">

<xsd:element name="UpdateLoanAccount_Input">

<xsd:complexType>

<xsd:sequence>

<xsd:element ref="ebo:UpdateLoanAccountEBM" />

</xsd:sequence>

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</xsd:complexType>

</xsd:element>

<xsd:element name="CreateLoanAccount_Input">

<xsd:complexType>

<xsd:sequence>

<xsd:element ref="ebo:CreateLoanAccountEBM"></xsd:element>

</xsd:sequence>

</xsd:complexType>

</xsd:element>

</xsd:schema>

</types>

<message name="UpdateLoanAccount_Input">

<part name="UpdateLoanAccount_Input"
element="ebo:UpdateLoanAccount_Input"></part>

</message>

<message name="CreateLoanAccount_Input">

<part name="CreateLoanAccount_Input"
element="ebo:CreateLoanAccount_Input"></part>

</message>

<portType name="BankingAndWealthManagementLoanAccountEBS">

<operation name="UpdateLoanAccount">

<input message="ebs:UpdateLoanAccount_Input"></input>

</operation>

<operation name="CreateLoanAccount">

<input message="ebs:CreateLoanAccount_Input"></input>

</operation>

</portType>

<binding name="BankingAndWealthManagementLoanAccountEBS"
type="ebs:BankingAndWealthManagementLoanAccountEBS">

<soap:binding transport="http://schemas.xmlsoap.org/soap/http"
style="document" />

<operation name="UpdateLoanAccount">

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<soap:operation soapAction="document/http://xmlns.oracle.com/
EnterpriseObjects/Core/EBO/LoanAccount/V1:UpdateLoanAccount"></soap:operation>

<input>

<soap:body use="literal"></soap:body>

</input>

<!--output> <soap:body use="literal"></soap:body> </output-->

</operation>

<operation name="CreateLoanAccount">

<soap:operation soapAction="document/http://xmlns.oracle.com/
EnterpriseObjects/Core/EBO/LoanAccount/V1:CreateLoanAccount"></soap:operation>

<input>

<soap:body use="literal"></soap:body>

</input>

<!--output> <soap:body use="literal"></soap:body> </output-->

</operation>

</binding>

<service name="BankingAndWealthManagementLoanAccountEBSV1">

<port binding="ebs:BankingAndWealthManagementLoanAccountEBS"
name="BankingAndWealthManagementLoanAccountEBS">

<soap:address location="http://sdc78514svqe/eai_enu/
start.swe?SWEExtSource=SecureWebService&amp;SWEExtCmd=Execute&amp;UserName=SADMIN&
amp;Password=MSSQL" />

</port>

</service>

</definitions>

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Customizing the Integration ■ About Customizing Web Services

About Customizing Web Services

This topic provides additional information to consider when customizing Web services for the
Integration.

About Inbound Fire-and-Forget Web Services

In circumstances where Siebel CRM is the Web service provider, a fire-and-forget Web service is
achieved using the Server Requests business service in asynchronous mode over http. Fire-and-
forget inbound Web services submit asynchronous requests to the Siebel Server for the Workflow
Process Manager to invoke the appropriate create or update workflow for the entity. Make sure that
the Workflow Process Manager server component is enabled on the Siebel Server. For more
information on the Server Request business service, see Siebel Business Process Framework:
Workflow Guide.

Web Service Error Handling

Each EBM comprises two sections:

■ Data area. It identifies the operation to be performed by the EBM and contains the content
payload.

■ EBM header. It contains information used to process the message content. For request-and-
response Web services, Oracle FLEXCUBE Universal Banking and Siebel CRM message IDs and
errors are captured in the Header section of the EBM.

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A Sample Workflow Files

This appendix lists the XML files for the Loan Account create and Loan Account upsert workflows used
in Siebel CRM Integration to Oracle FLEXCUBE Universal Banking. You can use these files as examples
if you want to change the existing integration workflows, or create new workflows, when customizing
the Integration. The files are listed in the following topics:

■ FINCORP BIB Loan Account Upsert FAF Workflow.xml on page 93

■ FINS BIB Loan Account Create Workflow.xml on page 103

NOTE: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking.

FINCORP BIB Loan Account Upsert FAF

Workflow.xml
This topic lists the XML file for the FINCORP BIB Loan Account Upsert FAF workflow.

<?xml version="1.0" encoding="utf-16"?>

<REPOSITORY NAME="Siebel Repository" UPDATED="08/23/2011 01:23:42"

UPDATED_BY="SADMIN" CREATED="08/23/2011 00:21:09" CREATED_BY="SADMIN"
FIO_PLACEHOLDER_FIO="TRUE">

<PROJECT ALLOW_OBJECT_LOCKING="Y" INACTIVE="N" LOCKED="N" NAME="FINS BiB"

UI_FREEZE="N" UPDATED="08/16/2011 07:49:07" UPDATED_BY="SADMIN" CREATED="11/25/2010
09:56:41" CREATED_BY="SADMIN" FIO_PLACEHOLDER_FIO="TRUE">

<WORKFLOW_PROCESS EDIT="N" INACTIVE="N" NAME="FINCORP BIB Loan Account Upsert

FAF Workflow: 0" OBJECT_LOCKED="N" PASS_BY_REF_HIERARCHY_ARGUMENT="N"
PERSISTENT_FREQUENCY="N" PROCESS_NAME="FINCORP BIB Loan Account Upsert FAF Workflow"
REPLICATION_LEVEL="None" RUNNABLE="N" STATE_MANAGEMENT_TYPE="STATEFUL"
STATUS="COMPLETED" VERSION="0" WEB_SERVICE_ENABLED="N" WORKFLOW_MODE="Service Flow"
UPDATED="05/04/2011 11:45:02" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:12"
CREATED_BY="SADMIN">

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="INT_OBJ"

INOUT="IN" INTEGRATION_OBJECT="CreateLoanAccountEBM" NAME="CreateLoanAccountEBM"
UPDATED="05/04/2011 10:27:39" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39"
CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N"

DATA_TYPE="PROPSET_CHILD" INOUT="NONE" NAME="DataMap1_Output" UPDATED="05/04/2011
10:27:39" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

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Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N"

DATA_TYPE="PROPSET_CHILD" DISPLAY_NAME="EBMXMLHier" INOUT="NONE" NAME="EBMXMLHier"
UPDATED="05/04/2011 10:27:39" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39"
CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="EIO_Doc_Output" UPDATED="05/04/2011 10:27:39"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Error Code" UPDATED="05/04/2011 10:27:39" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Error Message" UPDATED="05/04/2011 10:27:39" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N"

DATA_TYPE="PROPSET_CHILD" INOUT="NONE" NAME="Hier_Output" UPDATED="05/04/2011
10:27:39" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="BINARY"

INOUT="NONE" NAME="IIO_Doc_Output" UPDATED="05/04/2011 10:27:39"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

DISPLAY_NAME="MessageId" INOUT="NONE" NAME="MessageId" UPDATED="05/04/2011
10:27:39" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Object Id" UPDATED="05/04/2011 10:27:39" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Process Instance Id" UPDATED="05/04/2011 10:27:39"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

DEFAULT_STRING="Y" INOUT="NONE" NAME="RunOnWorkflowProcMgr" UPDATED="05/04/2011
10:27:39" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Siebel Operation Object Id" UPDATED="05/04/2011 10:27:39"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

DEFAULT_STRING="UTF-16" INOUT="NONE" NAME="XMLCharEncoding" UPDATED="05/04/2011
10:27:39" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

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 Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="XSLTFileLocation" UPDATED="05/04/2011 10:27:39"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:39" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="SubmitRequest"

BUSINESS_SERVICE_NAME="Server Requests" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r15*540 204 636 2529*FillBgClr8*134217218*ArrowEnd1*1"
NAME="Call Async Server Request" TYPE="TASK" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*840 1684*FrHS1*22*P17*840
2284*NPts1*32*P07*636 2284*ToHS1*38*ArrowEnd1*4" NAME="Connector 2"
TO_STEP_NAME="End 0" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011
10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Call Async Server Request" INACTIVE="N"

LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*840 1684*FrHS1*22*P17*840
2284*NPts1*32*P07*636 2284*ToHS1*38*ArrowEnd1*4" NAME="Connector 2"
TO_STEP_NAME="End 0" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/
04/2011 10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*24*FrHS1*32*P17*588
3364*NPts1*22*P07*588 2524*ToHS1*19*LineColor3*2558*ArrowEnd1*4" NAME="E04"
TO_STEP_NAME="Dump Error Message" TYPE="ERROR_EXC" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Call Async Server Request" INACTIVE="N"

LAYOUT="@0*0*8*0*0*0*9*LineWidth1*24*FrHS1*32*P17*588 3364*NPts1*22*P07*588
2524*ToHS1*19*LineColor3*2558*ArrowEnd1*4" NAME="E04" TO_STEP_NAME="Dump Error
Message" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011
10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="Component"

SEQUENCE="1" TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="WfProcMgr" UPDATED="05/04/
2011 10:30:33" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:33"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="Method" SEQUENCE="3"

TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="RunProcess" UPDATED="05/04/2011
10:30:33" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:33" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="Mode" SEQUENCE="4"

TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="DirectDb" UPDATED="05/04/2011 10:30:33"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:33" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

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Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="NumRetries"

SEQUENCE="5" TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="5" UPDATED="05/04/2011
10:30:33" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:33" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:Call Async Server

Request80" OUTPUT_ARG="reqId" PROPERTY_NAME="Object Id" SEQUENCE="8"
TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/
2011 10:30:34" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="ReqIDNeeded"

SEQUENCE="6" TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="True" UPDATED="05/04/2011
10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I"

NAME="WfProcMgr.EIO_Doc_Output" PROPERTY_NAME="EIO_Doc_Output" SEQUENCE="7"
TYPE="PROPERTY" UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/
2011 10:30:34" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="WfProcMgr.MessageId"

PROPERTY_NAME="MessageId" SEQUENCE="8" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I"

NAME="WfProcMgr.ProcessName" SEQUENCE="2" TYPE="LITERAL"
VALUE_SEARCH_SPECIFICATION="FINS BIB Loan Account Create Workflow" UPDATED="05/04/
2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="WritePropSet"

BUSINESS_SERVICE_NAME="EAI XML Write to File" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r15*540 336 636 3849*FillBgClr8*134217218*ArrowEnd1*1"
NAME="Dump Error Message" TYPE="TASK" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*840 1684*FrHS1*22*P17*840
3604*NPts1*32*P07*636 3604*ToHS1*38*ArrowEnd1*4" NAME="Connector 8"
TO_STEP_NAME="End 0" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011
10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Dump Error Message" INACTIVE="N"

LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*840 1684*FrHS1*22*P17*840
3604*NPts1*32*P07*636 3604*ToHS1*38*ArrowEnd1*4" NAME="Connector 8"
TO_STEP_NAME="End 0" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/
04/2011 10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

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 Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="&lt;Value&gt;"

SEQUENCE="6" TYPE="EXPRESSION" VALUE_SEARCH_SPECIFICATION="'MessageId=
'+[&amp;MessageId]+' ErrorCode = '+[&amp;Error Code]+' ErrorMsg= '+[&amp;Error
Message]+''" UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011
10:30:34" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="FileName"

SEQUENCE="7" TYPE="EXPRESSION" VALUE_SEARCH_SPECIFICATION="'../log/
'+[&amp;MessageId]+'LACreate.xml'" UPDATED="05/04/2011 10:30:34"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"

LAYOUT="@0*0*3*0*0*0*1*r15*792 120 888 1689*FillBgClr8*167641088*ArrowEnd1*1"
NAME="End 0" TYPE="END" UPDATED="05/04/2011 10:28:49" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN"></WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="IntObjHierToXMLDoc"

BUSINESS_SERVICE_NAME="EAI XML Converter" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r15*168 132 264 1809*FillBgClr8*134217218*ArrowEnd1*1"
NAME="External IO to Doc" TYPE="TASK" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P17*300
1564*NPts1*22*P07*264 1564*ToHS1*08*ArrowEnd1*4" NAME="Connector 4"
TO_STEP_NAME="RunOnWorkflowProcMgr?" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="External IO to Doc" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P17*300 1564*NPts1*22*P07*264
1564*ToHS1*08*ArrowEnd1*4" NAME="Connector 4" TO_STEP_NAME="RunOnWorkflowProcMgr?"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:56"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*540 3604*FrHS1*32*P17*216
3604*NPts1*32*P07*216 1804*ToHS1*09*LineColor3*2558*ArrowEnd1*4" NAME="E03"
TO_STEP_NAME="Dump Error Message" TYPE="ERROR_EXC" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="External IO to Doc" INACTIVE="N"

LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*540 3604*FrHS1*32*P17*216
3604*NPts1*32*P07*216 1804*ToHS1*09*LineColor3*2558*ArrowEnd1*4" NAME="E03"
TO_STEP_NAME="Dump Error Message" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

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Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:External IO to

Doc40" OUTPUT_ARG="&lt;Value&gt;" PROPERTY_NAME="EIO_Doc_Output" SEQUENCE="4"
TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/
2011 10:30:34" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="SiebelMessage"

PROPERTY_NAME="CreateLoanAccountEBM" SEQUENCE="1" TYPE="PROPERTY" UPDATED="05/04/
2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="XMLCharEncoding"

SEQUENCE="3" TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="UTF-16" UPDATED="05/04/2011
10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="Execute"

BUSINESS_SERVICE_NAME="FINS Industry XML Query Service" EDIT="Y" EVALUATE_ALL="Y"
INACTIVE="N" LAYOUT="@0*0*3*0*0*0*1*r14*24 300 120
3489*FillBgClr8*134217218*ArrowEnd1*1" NAME="Extract Message Id" TYPE="TASK"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49"
CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*144 1564*FrHS1*22*P17*144
3244*NPts1*42*P07*120 3242*P37*168 1564*ToHS1*08*ArrowEnd1*4" NAME="Connector 7"
TO_STEP_NAME="External IO to Doc" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Extract Message Id" INACTIVE="N"

LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*144 1564*FrHS1*22*P17*144
3244*NPts1*42*P07*120 3242*P37*168 1564*ToHS1*08*ArrowEnd1*4" NAME="Connector 7"
TO_STEP_NAME="External IO to Doc" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*540 3604*FrHS1*32*P16*72
3604*NPts1*32*P06*72 3484*ToHS1*09*LineColor3*2558*ArrowEnd1*4" NAME="E02"
TO_STEP_NAME="Dump Error Message" TYPE="ERROR_EXC" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Extract Message Id" INACTIVE="N"

LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*540 3604*FrHS1*32*P16*72
3604*NPts1*32*P06*72 3484*ToHS1*09*LineColor3*2558*ArrowEnd1*4" NAME="E02"
TO_STEP_NAME="Dump Error Message" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

98 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="MessageId"

SEQUENCE="4" TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="./*/*/*/*/SenderMessageID"
UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:Extract Message

Id50" OUTPUT_ARG="MessageId" PROPERTY_NAME="MessageId" SEQUENCE="5" TYPE="ARGUMENT"
UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="XMLHierarchy"

PROPERTY_NAME="EBMXMLHier" SEQUENCE="3" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"

LAYOUT="@0*0*3*0*0*0*1*r15*300 132 396 1809*FillBgClr8*134348798*ArrowEnd1*1"
NAME="RunOnWorkflowProcMgr?" TYPE="DECISION_POINT" UPDATED="05/04/2011 11:45:02"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

EXPRESSION="(RunOnWorkflowProcMgr All Must Match (Ignore Case)('N'))" INACTIVE="N"
LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P26*396 604*FrHS1*12*P16*348
604*NPts1*32*P07*348 1324*ToHS1*08*ArrowEnd1*4" NAME="NO" TO_STEP_NAME="XSLT
Transformation" TYPE="DECISION" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011
11:45:02" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="RunOnWorkflowProcMgr?" INACTIVE="N"

LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P26*396 604*FrHS1*12*P16*348
604*NPts1*32*P07*348 1324*ToHS1*08*ArrowEnd1*4" NAME="NO" TO_STEP_NAME="XSLT
Transformation" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/
2011 10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

<WF_BRANCH_CRITERIA COMPARE_TO="PROPERTY" EDIT="Y" INACTIVE="N" NAME="NO3"

OPERATION="EQ_ALL_NC" PROPERTY_NAME="RunOnWorkflowProcMgr" SEQUENCE="3"
UPDATED="05/04/2011 11:45:02" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:50:11"
CREATED_BY="SADMIN">

<WF_BRANCH_CRITERIA_VALUE EDIT="N" INACTIVE="N" LO_CHAR1="N" NAME="NO31"

SEQUENCE="1" UPDATED="05/04/2011 11:45:02" UPDATED_BY="SADMIN" CREATED="05/04/2011
11:45:02" CREATED_BY="SADMIN"></WF_BRANCH_CRITERIA_VALUE>

</WF_BRANCH_CRITERIA>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*540 2284*FrHS1*32*P17*348
2284*NPts1*32*P07*348 1804*ToHS1*08*ArrowEnd1*4" NAME="YES" TO_STEP_NAME="Call
Async Server Request" TYPE="DEFAULT" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011
10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26" CREATED_BY="SADMIN">

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Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="RunOnWorkflowProcMgr?" INACTIVE="N"

LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*540 2284*FrHS1*32*P17*348
2284*NPts1*32*P07*348 1804*ToHS1*08*ArrowEnd1*4" NAME="YES" TO_STEP_NAME="Call
Async Server Request" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="Insert"

BUSINESS_SERVICE_NAME="EAI Siebel Adapter" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r13*696 36 792 849*FillBgClr8*134217218*ArrowEnd1*1"
NAME="Siebel EAI Adapter (Synch)" TYPE="TASK" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*840 1204*FrHS1*22*P16*840
604*NPts1*32*P06*792 604*ToHS1*18*ArrowEnd1*4" NAME="Connector 3" TO_STEP_NAME="End
0" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Siebel EAI Adapter (Synch)"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P27*840 1204*FrHS1*22*P16*840
604*NPts1*32*P06*792 604*ToHS1*18*ArrowEnd1*4" NAME="Connector 3" TO_STEP_NAME="End
0" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:56"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:Siebel EAI Adapter

(Synch)1" OUTPUT_ARG="reqId" PROPERTY_NAME="Object Id" SEQUENCE="1" TYPE="ARGUMENT"
UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="SiebelMessage"

PROPERTY_NAME="Hier_Output" SEQUENCE="0" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"

LAYOUT="@0*0*3*0*0*0*1*r14*24 132 120 1809*FillBgClr8*167641088*ArrowEnd1*1"
NAME="Start" TYPE="START" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*32*P16*72
2164*NPts1*22*P06*72 1804*ToHS1*18*ArrowEnd1*4" NAME="Connector 5" TO_STEP_NAME="To
XML Hierarchy" TYPE="DEFAULT" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26" CREATED_BY="SADMIN">

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 Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Start" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*32*P16*72 2164*NPts1*22*P06*72
1804*ToHS1*18*ArrowEnd1*4" NAME="Connector 5" TO_STEP_NAME="To XML Hierarchy"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:56"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="IntObjHierToXMLHier"

BUSINESS_SERVICE_NAME="EAI Integration Object to XML Hierarchy Converter" EDIT="Y"
EVALUATE_ALL="Y" INACTIVE="N" LAYOUT="@0*0*3*0*0*0*1*r14*24 216 120
2649*FillBgClr8*134217218*ArrowEnd1*1" NAME="To XML Hierarchy" TYPE="TASK"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49"
CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*32*P16*72
3004*NPts1*22*P06*72 2644*ToHS1*18*ArrowEnd1*4" NAME="Connector 6"
TO_STEP_NAME="Extract Message Id" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="To XML Hierarchy" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*32*P16*72 3004*NPts1*22*P06*72
2644*ToHS1*18*ArrowEnd1*4" NAME="Connector 6" TO_STEP_NAME="Extract Message Id"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:56"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*10*0*0*0*9*LineWidth1*22*P27*168 3604*FrHS1*22*P17*168
2404*NPts1*42*P07*120 2402*P37*540 3604*ToHS1*09*LineColor3*2558*ArrowEnd1*4"
NAME="E01" TO_STEP_NAME="Dump Error Message" TYPE="ERROR_EXC"
USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:33:26" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="To XML Hierarchy" INACTIVE="N"

LAYOUT="@0*0*10*0*0*0*9*LineWidth1*22*P27*168 3604*FrHS1*22*P17*168
2404*NPts1*42*P07*120 2402*P37*540 3604*ToHS1*09*LineColor3*2558*ArrowEnd1*4"
NAME="E01" TO_STEP_NAME="Dump Error Message" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:56" CREATED_BY="SADMIN"></
WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:To XML Hierarchy20"

OUTPUT_ARG="XMLHierarchy" PROPERTY_NAME="EBMXMLHier" SEQUENCE="2" TYPE="ARGUMENT"
UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 10 1

Implementation Guide Siebel Innovation Pack 2017
Sample Workflow Files ■ FINCORP BIB Loan Account Upsert FAF Workflow.xml

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="SiebelMessage"

PROPERTY_NAME="CreateLoanAccountEBM" SEQUENCE="1" TYPE="PROPERTY" UPDATED="05/04/
2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="XMLDocToIntObjHier"

BUSINESS_SERVICE_NAME="EAI XML Converter" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r13*540 36 636 849*FillBgClr8*134217218*ArrowEnd1*1"
NAME="XMLDocToHier" TYPE="TASK" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*696
604*NPts1*22*P06*636 604*ToHS1*08*ArrowEnd1*4" NAME="Connector 1"
TO_STEP_NAME="Siebel EAI Adapter (Synch)" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="XMLDocToHier" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*696 604*NPts1*22*P06*636
604*ToHS1*08*ArrowEnd1*4" NAME="Connector 1" TO_STEP_NAME="Siebel EAI Adapter
(Synch)" UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011
10:34:56" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="&lt;Value&gt;"

PROPERTY_NAME="IIO_Doc_Output" SEQUENCE="9" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:XMLDocToHier100"

OUTPUT_ARG="SiebelMessage" PROPERTY_NAME="Hier_Output" SEQUENCE="10"
TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/
2011 10:30:34" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="Transform"

BUSINESS_SERVICE_NAME="EAI XSLT Service" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r13*396 36 492 849*FillBgClr8*134217218*ArrowEnd1*1"
NAME="XSLT Transformation" TYPE="TASK" UPDATED="05/04/2011 10:34:56"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*540
604*NPts1*22*P06*492 604*ToHS1*08*ArrowEnd1*4" NAME="Connector 0"
TO_STEP_NAME="XMLDocToHier" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0" UPDATED="05/04/
2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:26"
CREATED_BY="SADMIN">

102 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="XSLT Transformation" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*540 604*NPts1*22*P06*492
604*ToHS1*08*ArrowEnd1*4" NAME="Connector 0" TO_STEP_NAME="XMLDocToHier"
UPDATED="05/04/2011 10:34:56" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:56"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="&lt;Value&gt;"

PROPERTY_NAME="EIO_Doc_Output" SEQUENCE="6" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:XSLT

Transformation1" OUTPUT_ARG="&lt;Value&gt;" PROPERTY_NAME="IIO_Doc_Output"
SEQUENCE="1" TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:XSLT

Transformation90" OUTPUT_ARG="XMLCharEncoding" PROPERTY_NAME="XMLCharEncoding"
SEQUENCE="9" TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:30:34" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="XSLTFileLocation"

SEQUENCE="7" TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="../XSLT/LACreateAccRq.xsl"
UPDATED="05/04/2011 10:30:34" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:34"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

</WF_STEP>

</WORKFLOW_PROCESS>

</PROJECT>

</REPOSITORY>

FINS BIB Loan Account Create

Workflow.xml
This topic lists the XML file for the FINS BIB Loan Account Create workflow.

<?xml version="1.0" encoding="utf-16"?>

<REPOSITORY NAME="Siebel Repository" UPDATED="08/23/2011 01:23:42"

UPDATED_BY="SADMIN" CREATED="08/23/2011 00:21:09" CREATED_BY="SADMIN"
FIO_PLACEHOLDER_FIO="TRUE">

<PROJECT ALLOW_OBJECT_LOCKING="Y" INACTIVE="N" LOCKED="N" NAME="FINS BiB"

UI_FREEZE="N" UPDATED="08/16/2011 07:49:07" UPDATED_BY="SADMIN" CREATED="11/25/2010
09:56:41" CREATED_BY="SADMIN" FIO_PLACEHOLDER_FIO="TRUE">

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 10 3

Implementation Guide Siebel Innovation Pack 2017
Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

<WORKFLOW_PROCESS EDIT="N" INACTIVE="N" NAME="FINS BIB Loan Account Create

Workflow: 0" OBJECT_LOCKED="N" PASS_BY_REF_HIERARCHY_ARGUMENT="N"
PERSISTENT_FREQUENCY="N" PROCESS_NAME="FINS BIB Loan Account Create Workflow"
REPLICATION_LEVEL="None" RUNNABLE="N" STATE_MANAGEMENT_TYPE="STATEFUL"
STATUS="COMPLETED" VERSION="0" WEB_SERVICE_ENABLED="N" WORKFLOW_MODE="Service Flow"
UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:12"
CREATED_BY="SADMIN">

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="IN" NAME="EIO_Doc_Output" UPDATED="05/04/2011 10:27:40" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Error Code" UPDATED="05/04/2011 10:27:40" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Error Message" UPDATED="05/04/2011 10:27:40" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N"

DATA_TYPE="PROPSET_CHILD" INOUT="NONE" NAME="Hier_Output" UPDATED="05/04/2011
10:27:40" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="BINARY"

INOUT="NONE" NAME="IIO_Doc_Output" UPDATED="05/04/2011 10:27:40"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

DISPLAY_NAME="MessageId" INOUT="IN" NAME="MessageId" UPDATED="05/04/2011 10:27:40"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Object Id" UPDATED="05/04/2011 10:27:40" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Process Instance Id" UPDATED="05/04/2011 10:27:40"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="Siebel Operation Object Id" UPDATED="05/04/2011 10:27:40"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

DEFAULT_STRING="UTF-16" INOUT="NONE" NAME="XMLCharEncoding" UPDATED="05/04/2011
10:27:40" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

104 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

<WF_PROCESS_PROP ACCESS_MODE="RW" CORRELATOR_FLAG="N" DATA_TYPE="VARCHAR"

INOUT="NONE" NAME="XSLTFileLocation" UPDATED="05/04/2011 10:27:40"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:27:40" CREATED_BY="SADMIN"></
WF_PROCESS_PROP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="WritePropSet"

BUSINESS_SERVICE_NAME="EAI XML Write to File" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r15*444 120 540 1689*FillBgClr8*134217218*ArrowEnd1*1"
NAME="Dump Error Message" TYPE="TASK" UPDATED="05/04/2011 10:34:59"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P26*612 844*FrHS1*22*P17*612
1444*NPts1*32*P07*540 1444*ToHS1*38*ArrowEnd1*4" NAME="Connector 3"
TO_STEP_NAME="End 0" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011
10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:27" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Dump Error Message" INACTIVE="N"

LAYOUT="@0*0*8*0*0*0*9*LineWidth1*22*P26*612 844*FrHS1*22*P17*612
1444*NPts1*32*P07*540 1444*ToHS1*38*ArrowEnd1*4" NAME="Connector 3"
TO_STEP_NAME="End 0" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/
04/2011 10:34:59" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="&lt;Value&gt;"

SEQUENCE="1" TYPE="EXPRESSION" VALUE_SEARCH_SPECIFICATION="'MessageId=
'+[&amp;MessageId]+' ErrorCode = '+[&amp;Error Code]+' ErrorMsg= '+[&amp;Error
Message]+''" UPDATED="05/04/2011 10:30:37" UPDATED_BY="SADMIN" CREATED="05/04/2011
10:30:37" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="FileName"

SEQUENCE="2" TYPE="EXPRESSION" VALUE_SEARCH_SPECIFICATION="'../log/
'+[&amp;MessageId]+'LACreate.xml'" UPDATED="05/04/2011 10:30:37"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:37" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"

LAYOUT="@0*0*3*0*0*0*1*r13*564 36 660 849*FillBgClr8*167641088*ArrowEnd1*1"
NAME="End 0" TYPE="END" UPDATED="05/04/2011 10:28:49" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN"></WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="Insert"

BUSINESS_SERVICE_NAME="EAI Siebel Adapter" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r13*444 36 540 849*FillBgClr8*134217218*ArrowEnd1*1"
NAME="Siebel EAI Adapter (Create)" TYPE="TASK" UPDATED="05/04/2011 10:34:59"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*564
604*NPts1*22*P06*540 604*ToHS1*08*ArrowEnd1*4" NAME="Connector 2" TO_STEP_NAME="End
0" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011 10:34:59"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:27" CREATED_BY="SADMIN">

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 10 5

Implementation Guide Siebel Innovation Pack 2017
Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Siebel EAI Adapter (Create)"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*564
604*NPts1*22*P06*540 604*ToHS1*08*ArrowEnd1*4" NAME="Connector 2" TO_STEP_NAME="End
0" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:59"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*24*FrHS1*32*P17*492
1204*NPts1*22*P06*492 844*ToHS1*19*LineColor3*2558*ArrowEnd1*4" NAME="E03"
TO_STEP_NAME="Dump Error Message" TYPE="ERROR_EXC" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:27"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Siebel EAI Adapter (Create)"

INACTIVE="N" LAYOUT="@0*0*8*0*0*0*9*LineWidth1*24*FrHS1*32*P17*492
1204*NPts1*22*P06*492 844*ToHS1*19*LineColor3*2558*ArrowEnd1*4" NAME="E03"
TO_STEP_NAME="Dump Error Message" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:34:59" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:Siebel EAI Adapter

(Create)1" OUTPUT_ARG="reqId" PROPERTY_NAME="Object Id" SEQUENCE="1"
TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:37" UPDATED_BY="SADMIN" CREATED="05/04/
2011 10:30:37" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="SiebelMessage"

PROPERTY_NAME="Hier_Output" SEQUENCE="0" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:37" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:37" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"

LAYOUT="@0*0*3*0*0*0*1*r12*84 36 180 849*FillBgClr8*167641088*ArrowEnd1*1"
NAME="Start" TYPE="START" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*204
604*NPts1*22*P06*168 604*ToHS1*08*ArrowEnd1*4" NAME="Start" TO_STEP_NAME="XSLT
Transformation" TYPE="DEFAULT" USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011 10:34:59"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:27" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="Start" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*204 604*NPts1*22*P06*168
604*ToHS1*08*ArrowEnd1*4" NAME="Start" TO_STEP_NAME="XSLT Transformation"
UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:59"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

</WF_STEP>

106 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="XMLDocToIntObjHier"

BUSINESS_SERVICE_NAME="EAI XML Converter" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r13*324 36 420 849*FillBgClr8*134217218*ArrowEnd1*1"
NAME="XMLDocToHier" TYPE="TASK" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*444
604*NPts1*22*P06*420 604*ToHS1*08*ArrowEnd1*4" NAME="Connector 1"
TO_STEP_NAME="Siebel EAI Adapter (Create)" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:27"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="XMLDocToHier" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*444 604*NPts1*22*P06*420
604*ToHS1*08*ArrowEnd1*4" NAME="Connector 1" TO_STEP_NAME="Siebel EAI Adapter
(Create)" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011
10:34:59" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*444 1444*FrHS1*32*P17*372
1444*NPts1*32*P06*372 844*ToHS1*09*LineColor3*2558*ArrowEnd1*4" NAME="E02"
TO_STEP_NAME="Dump Error Message" TYPE="ERROR_EXC" USER_EVENT_TIMEOUT="0"
UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:27"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="XMLDocToHier" INACTIVE="N"

LAYOUT="@0*0*9*0*0*0*9*LineWidth1*22*P27*444 1444*FrHS1*32*P17*372
1444*NPts1*32*P06*372 844*ToHS1*09*LineColor3*2558*ArrowEnd1*4" NAME="E02"
TO_STEP_NAME="Dump Error Message" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:34:59" CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="&lt;Value&gt;"

PROPERTY_NAME="IIO_Doc_Output" SEQUENCE="9" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:37" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:37" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:XMLDocToHier100"

OUTPUT_ARG="SiebelMessage" PROPERTY_NAME="Hier_Output" SEQUENCE="10"
TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:37" UPDATED_BY="SADMIN" CREATED="05/04/
2011 10:30:37" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

</WF_STEP>

<WF_STEP ALLOW_RETRY_FLAG="N" BUSINESS_SERVICE_METHOD="Transform"

BUSINESS_SERVICE_NAME="EAI XSLT Service" EDIT="Y" EVALUATE_ALL="Y" INACTIVE="N"
LAYOUT="@0*0*3*0*0*0*1*r13*204 36 300 849*FillBgClr8*134217218*ArrowEnd1*1"
NAME="XSLT Transformation" TYPE="TASK" UPDATED="05/04/2011 10:34:59"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:28:49" CREATED_BY="SADMIN">

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 10 7

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Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*324
604*NPts1*22*P06*300 604*ToHS1*08*ArrowEnd1*4" NAME="Connector 0"
TO_STEP_NAME="XMLDocToHier" TYPE="CONNECTOR" USER_EVENT_TIMEOUT="0" UPDATED="05/04/
2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:33:27"
CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="XSLT Transformation" INACTIVE="N"

LAYOUT="@0*0*7*0*0*0*9*LineWidth1*24*FrHS1*22*P16*324 604*NPts1*22*P06*300
604*ToHS1*08*ArrowEnd1*4" NAME="Connector 0" TO_STEP_NAME="XMLDocToHier"
UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:59"
CREATED_BY="SADMIN"></WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_BRANCH EDIT="Y" EVENT_CANCEL_FLAG="N" EVENT_VISIBILITY="Enterprise"

INACTIVE="N" LAYOUT="@0*0*10*0*0*0*9*LineWidth1*22*P27*492 1934*FrHS1*32*P17*252
1934*NPts1*42*P06*252 842*P37*492 1684*ToHS1*39*LineColor3*2558*ArrowEnd1*4"
NAME="E01" TO_STEP_NAME="Dump Error Message" TYPE="ERROR_EXC"
USER_EVENT_TIMEOUT="0" UPDATED="05/04/2011 10:34:59" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:33:27" CREATED_BY="SADMIN">

<WF_BRANCH_CONNECTOR FROM_STEP_NAME="XSLT Transformation" INACTIVE="N"

LAYOUT="@0*0*10*0*0*0*9*LineWidth1*22*P27*492 1934*FrHS1*32*P17*252
1934*NPts1*42*P06*252 842*P37*492 1684*ToHS1*39*LineColor3*2558*ArrowEnd1*4"
NAME="E01" TO_STEP_NAME="Dump Error Message" UPDATED="05/04/2011 10:34:59"
UPDATED_BY="SADMIN" CREATED="05/04/2011 10:34:59" CREATED_BY="SADMIN"></
WF_BRANCH_CONNECTOR>

</WF_STEP_BRANCH>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="&lt;Value&gt;"

PROPERTY_NAME="EIO_Doc_Output" SEQUENCE="6" TYPE="PROPERTY" UPDATED="05/04/2011
10:30:37" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:37" CREATED_BY="SADMIN"></
WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:XSLT

Transformation1" OUTPUT_ARG="&lt;Value&gt;" PROPERTY_NAME="IIO_Doc_Output"
SEQUENCE="1" TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:37" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:30:37" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="O" NAME="O:XSLT

Transformation90" OUTPUT_ARG="XMLCharEncoding" PROPERTY_NAME="XMLCharEncoding"
SEQUENCE="9" TYPE="ARGUMENT" UPDATED="05/04/2011 10:30:37" UPDATED_BY="SADMIN"
CREATED="05/04/2011 10:30:37" CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

<WF_STEP_I_O_ARGUMENT INACTIVE="N" INPUT_FLAG="I" NAME="XSLTFileLocation"

SEQUENCE="7" TYPE="LITERAL" VALUE_SEARCH_SPECIFICATION="../XSLT/LACreateAccRq.xsl"
UPDATED="05/04/2011 10:30:37" UPDATED_BY="SADMIN" CREATED="05/04/2011 10:30:37"
CREATED_BY="SADMIN"></WF_STEP_I_O_ARGUMENT>

</WF_STEP>

</WORKFLOW_PROCESS>

</PROJECT>

108 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

</REPOSITORY>

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Sample Workflow Files ■ FINS BIB Loan Account Create Workflow.xml

110 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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B Data Mappings to Siebel EIM
Tables

This appendix lists the data mappings used when Oracle Data Integrator retrieves data from Oracle
FLEXCUBE Universal Banking staging tables and loads it into the Siebel Enterprise Integration
Manager (EIM) tables during the batch data integration process. It includes the following topics:

■ About Mapping Tables on page 111

■ Mapping of Branch Data to Siebel CRM on page 112

■ Mapping of Product Data to Siebel CRM on page 113

■ Mapping of Product Rate Data to Siebel CRM on page 115

■ Mapping of Limit Data to Siebel CRM on page 119

■ Mapping of Mandate Data to Siebel CRM on page 120

■ Mapping of Contract Data (Bills and Collections) to Siebel CRM on page 122

■ Mapping of Contract Data (Letters of Credit) to Siebel CRM on page 123

About Mapping Tables

The tables in this appendix provide details about the way in which Oracle FLEXCUBE Universal
Banking data is mapped to Siebel CRM data for each entity that is integrated using the batch data
loading process. For each Oracle FLEXCUBE Universal Banking entity attribute, the mapping tables
list the following information for the corresponding Siebel attribute:

■ The Siebel business component and field names

■ The Siebel base table and column names

■ The Siebel EIM table and column names

NOTE: In the tables in this appendix, the term, the Integration, refers to Siebel CRM Integration to
Oracle FLEXCUBE Universal Banking.

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Data Mappings to Siebel EIM Tables ■ Mapping of Branch Data to Siebel CRM

Mapping of Branch Data to Siebel CRM

In Oracle FLEXCUBE Universal Banking, branch data is stored in the STTM_BRANCH_HANDOFF
staging table. Table 13 shows how the branch data stored in this table is mapped to Siebel CRM.

Table 13. Branch Data Mapping to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
Branch_Code Internal Location S_ORG_EXT LOC EIM_FN_ ACC_LOC
Division ACCNT1
Part of User
Key

Branch_Code Internal Party UId S_ORG_EXT PARTY_UID EIM_FN_ PARTY_UID

Division ACCNT1

Branch_Name Internal Name S_ORG_EXT NAME EIM_FN_ ACC_NAME

Division ACCNT1
Part of User
Key

Routing_ Internal ABA S_ORG_EXT ABA_NUMBER EIM_FN_ ACC_ABA_

Number Division Number ACCNT1 NUMBER

Parent_ Internal Parent S_ORG_EXT PAR_DIVN_ID EIM_FN_ PARDIV_

Branch_Code Division Division Id ACCNT1 ACCNT_BU

PARDIV_
ACCNT_LOC

PARDIV_ACC
NT_NAME

Local Internal Currency S_ORG_EXT BASE_CURCY_ EIM_FN_ ACC_BASE_

Currency Division Code CD ACCNT1 CURCY_CD

Address 1 Internal Street S_CON_ADDR ADDR_PER_ID EIM_FN_ ADDR_

Division Address ACCNT1 NAME
This is a new
Address 2 record in the ACCNT_ID ACCNT_BU
S_CON_ADDR
Address 3 table. ACCNT_LOC

ACCNT_
NAME

Address1 CUT Address Street S_ADDR_PER ADDR EIM_ADDR_ AP_ADDR

Address PER

Address2 CUT Address Branch S_ADDR_PER ADDR_LINE_2 EIM_ADDR_ AP_ADDR_

Address 2 PER LINE_2

112 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Data Mappings to Siebel EIM Tables ■ Mapping of Product Data to Siebel CRM

Table 13. Branch Data Mapping to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
Address3 CUT Address Apartment S_ADDR_PER ADDR_LINE_3 EIM_ADDR_ AP_ADDR_
Number PER LINE_3

Country Code CUT Address Country S_ADDR_PER COUNTRY EIM_FN_ AP_

ACCNT1 COUNTRY

Mapping of Product Data to Siebel CRM

In Oracle FLEXCUBE Universal Banking, product data is stored in the CSTM_PRD_HANDOFF staging
table, and account class data is stored in the STTM_ACLASS_HANDOFF staging table. This topic
shows how data stored in these tables is mapped to Siebel CRM.

Table 14 shows the mapping of product data from the Oracle FLEXCUBE Universal Banking
CSTM_PRD_HANDOFF table to Siebel CRM.

Table 14. Mapping of Product Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
PRD_CODE Internal Name S_PROD_INT NAME EIM_PROD_INT NAME
Product

PRD_ Internal Description S_PROD_INT DESC_TEXT EIM_PROD_INT DESC_TEXT

DESCRIPTION Product

PRD_TYPE Internal Product S_PROD_INT DETAIL_TYPE_ EIM_PROD_INT DETAIL_TYPE

Product Type CD _CD

PRD_SLOGAN Not No field S_PROD_INT STRATEGY EIM_PROD_INT STRATEGY

displayed
on business
component

PRD_START_ Internal Start Date S_PROD_INT EFF_START_ EIM_PROD_INT EFF_START_

DATE Product DT DT

PRD_END_ Internal End Date S_PROD_INT EFF_END_DT EIM_PROD_INT EFF_END_DT

DATE Product

PRD_ Internal Comments S_PROD_INT COMMENTS EIM_PROD_INT PROD_

REMARKS Product COMMENTS

REVOLVING Internal Featured S_PROD_INT FEATURED_ EIM_PROD_INT FEATURED_

Product FLG FLG

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Data Mappings to Siebel EIM Tables ■ Mapping of Product Data to Siebel CRM

Table 14. Mapping of Product Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
RECORD Internal Version S_PROD_INT STATUS_CD EIM_PROD_INT STATUS_CD
STATUS Product Status

PRD_GROUP Product Name S_PROD_LN NAME EIM_PROD_LN PRDLN_NAME

Line
S_PROD_ PROD_LN_ID EIM_PROD_LN PRDLN_NAME
LN_PROD
There is a
many-to-
many
relationship
between
Product and
Product Line.

S_PROD_ PROD_ID EIM_PROD_LN PROD_PROD

LN_ROD _BU

PROD_PROD
_NAME

Table 15 shows the mapping of account class data from the Oracle FLEXCUBE Universal Banking
STTM_ACLASS_HANDOFF staging table to Siebel CRM.

Table 15. Mapping of Account Class Data

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
ACCOUNT_ Internal Name S_PROD_INT NAME EIM_PROD_INT NAME
CLASS Product

DESCRIPTION Internal Description S_PROD_INT DESC_TEXT EIM_PROD_INT DESC_TEXT

Product

AC_CLASS_ Internal Product S_PROD_INT DETAIL_TYPE EIM_PROD_INT DETAIL_TYP

TYPE Product Type _CD E_CD

START_DATE Internal Start Date S_PROD_INT EFF_START_ EIM_PROD_INT EFF_START_

Product DT DT

END_DATE Internal End Date S_PROD_INT EFF_END_DT EIM_PROD_INT EFF_END_DT

Product

RECORD Internal Version S_PROD_INT STATUS_CD EIM_PROD_INT STATUS_CD

STATUS Product Status

114 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Data Mappings to Siebel EIM Tables ■ Mapping of Product Rate Data to Siebel CRM

Table 15. Mapping of Account Class Data

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
ACCOUNT_ Product Line Name S_PROD_LN NAME EIM_PROD_LN PRDLN_
CODE NAME

S_PROD_LN_ PROD_LN_ID EIM_PROD_LN PRDLN_

PROD NAME

S_PROD_LN_ PROD_ID EIM_PROD_LN PROD_PROD

PROD _BU

PROD_PROD
_NAME

CHEQUE_ Key Feature Feature S_PROD_ DESC_TEXT EIM_PROD_ SPEC_DESC_

BOOK_ SPEC INT1 TEXT
A one-to-
FACILITY
many
Value S_PROD_ VAL EIM_PROD_ SPEC_VAL
OVERDRAFT_ mapping
SPEC INT1
FACILITY exists
between
PASSBOOK_ Oracle PROD_ID EIM_PROD_ PROD_BU
FACILITY INT1
FLEXCUBE PROD_NAME
ATM_FACILITY products
and
ILM_ features.
APPLICABLE

BRANCH_LIST

Mapping of Product Rate Data to Siebel

CRM
In Oracle FLEXCUBE Universal Banking, product rate data is stored in the following staging tables:

■ Loan data is stored in the CLTM_LOAN_RATE_HDF staging table.

■ Corporate deposit data is stored in the LDTM_CDRATE_HANDOFF staging table.

■ Checking account, savings account (CASA) and retail deposit data is stored in the
STTM_ACCLASS_UDE_VALHF staging table.

This topic shows how the data stored in these tables is mapped to Siebel CRM.

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Data Mappings to Siebel EIM Tables ■ Mapping of Product Rate Data to Siebel CRM

Table 16 shows the mapping of loan product rate data from the Oracle FLEXCUBE Universal Banking
CLTM_LOAN_RATE_HDF staging table to Siebel CRM.
.

Table 16. Mapping of Loan Product Rate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Base Siebel Base Siebel EIM Table
Attribute ent Field Table Column Table Column
CCY_CODE Internal Currency S_PROD_INT CARY_COST_ EIM_FN_PRDI PROD_CARY
Product Code CURCY_CD NT1 COSTCURCY
(Currency)

PRODUCT_ FIN Product Product Id S_PROD_RATE PROD_ID EIM_FN_PRDI PROD_NAME

CODE Rates NT1
PROD_BU
(Product)

UDE_ID FIN Product Not S_PROD_RATE INDEX_CD EIM_FN_PRDI RT_INDEX_

Rates Available NT1 CD
(Rate
Component)

UDE_VALUE FIN Product Default S_PROD_RATE INDEX_RATE EIM_FN_PRDI RT_INDEX_

Rates Rate NT1 RATE
(Rate Code)

UDE_CCY FIN Product Not S_PROD_RATE PROD_CURCY EIM_FN_PRDI RT_PROD_

(Rate Rates Available _CD NT1 CURCY_CD
Currency)

RATE_TYPE FIN Product Rate Type S_PROD_RATE TYPE_CD EIM_FN_PRDI RT_TYPE_CD

Rates NT1
(Rate Type)

MAXIMUM_ FIN Product Max Term S_PROD_RATE MAX_TERM EIM_FN_PRDI RT_MAX_

TENOR Rates NT1 TERM
(Maximum
Tenor)

MINIMUM_ FIN Product Min Term S_PROD_RATE MIN_TERM EIM_FN_PRDI RT_MIN_

TENOR Rates NT1 TERM
(Minimum
Tenor)

UNITS FIN Product Max Term S_PROD_RATE MAX_TERM_D EIM_FN_PRDI RT_MAX_TER

Rates Duration UR_CD NT1 M_DUR_CD
(Units)
Min Term MIN_TERM_D MIN_TERM_
Duration UR_CD DUR_CD

116 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Data Mappings to Siebel EIM Tables ■ Mapping of Product Rate Data to Siebel CRM

Table 16. Mapping of Loan Product Rate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Base Siebel Base Siebel EIM Table
Attribute ent Field Table Column Table Column
RULE_ FIN Prod Rate S_CONDITION DESC_TEXT EIM_FN_CND CND_DESC_
DESCRIPTION Rate Condition TN TEXT
Condition
(Rule Condition S_CONDITION TYPE_CD CND_TYPE_C
Description) Type D

S_PRODRATE_ COND_ID EIM_FN_PRDI COND_CND_

COND NT1 DESC_TXT1

COND_CND_
TYPE_CD1

PRODRATE_ID RT_DEDUCT
_AMT

PROD_BI

PROD_NAME
RT_TYPE_CD

Table 17 shows the mapping of corporate deposit product rate data from the Oracle FLEXCUBE
Universal Banking LDTM_CDRATE_HANDOFF staging table to Siebel CRM.

Table 17. Mapping of Corporate Deposit Product Rate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
PRODUCT_ FIN Product Product Id S_PROD_ PROD_ID EIM_FN_ PROD_NAME
CODE Rates RATE PRDINT1
PROD_BU

COMPONENT_ FIN Product Not S_PROD_ INDEX_CD EIM_FN_ RT_INDEX_

NAME Rates available RATE PRDINT1 CD

RATE_TYPE FIN Product Rate Type S_PROD_ TYPE_CD EIM_FN_ RT_TYPE_CD

Rates RATE PRDINT1

CURRENCY Internal Currency S_PROD_INT CARY_COST_ EIM_FN_ PROD_CARY

Product Code CURCY_CD PRDINT1 COSTCURCY

DEFAULT_ FIN Product Default S_PROD_ INDEX_RATE EIM_FN_ RT_INDEX_

RATE Rates Rate RATE PRDINT1 RATE

MAXIMUM_ FIN Product Max Rate S_PROD_ MAX_RATE EIM_FN_ RT_MAX_

RATE Rates RATE PRDINT1 RATE

MINIMUM_ FIN Product Min Rate S_PROD_ MIN_RATE EIM_FN_ RT_MIN_

RATE Rates RATE PRDINT1 RATE

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 11 7

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Data Mappings to Siebel EIM Tables ■ Mapping of Product Rate Data to Siebel CRM

Table 17. Mapping of Corporate Deposit Product Rate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
DEFAULT_ FIN Product Margin S_PROD_ MARGIN_ EIM_FN_PRDI RT_MARGIN_
SPREAD Rates Spread RATE SPREAD NT1 SPREAD

MAXIMUM_ FIN Product Max Term S_PROD_ MAX_TERM EIM_FN_ RT_MAX_

TANOR Rates RATE PRDINT1 TERM

MINIMUM_ FIN Product Min Term S_PROD_ MIN_TERM EIM_FN_ RT_MIN_

TANOR Rates RATE PRDINT1 TERM

UNITS FIN Product Max Term S_PROD_ MAX_TERM_ EIM_FN_ RT_MAX_

Rates Duration RATE DUR_CD PRDINT1 TERM_DUR_
CD

Min Term MIN_TERM_ RT_MIN_

Duration DUR_CD TERM_DUR_
CD

Table 18 shows the mapping of CASA and retail deposit product rate data from the Oracle FLEXCUBE
Universal Banking STTM_ACCLASS_UDE_VALHF staging table to Siebel CRM.

Table 18. Mapping of CASA and Retail Deposit Product Rate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
BRANCH_ Internal Vendor S_PROD_INT OU_ID EIM_PROD_ VENDR_
CODE Product Location INT ACCNT_BU

VENDR_
ACCNT_LOC

VENDR_
ACCNT_NAME

CURRENCY_ Internal Currency S_PROD_INT CARY_COST_C EIM_FN_ PROD_CARYC

CODE Product URCY_CD PRDINT1 OSTCURCY

ACCOUNT_ FIN Product Product Id S_PROD_ PROD_ID EIM_FN_ PROD_NAME

CLASS Rates RATE PRDINT1
PROD_BU
(Product)

UDE_ID FIN Product Not S_PROD_ INDEX_CD EIM_FN_ RT_INDEX_

Rates Available RATE PRDINT1 CD
(Rate
Component)

RATE FIN Product Default S_PROD_ INDEX_RATE EIM_FN_ RT_INDEX_

Rates Rate RATE PRDINT1 RATE

118 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 Data Mappings to Siebel EIM Tables ■ Mapping of Limit Data to Siebel CRM

Table 18. Mapping of CASA and Retail Deposit Product Rate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
CHARGE_ FIN Product Min Amount S_PROD_ MIN_AMT EIM_FN_ RT_MIN_AMT
AMOUNT Rates RATE PRDINT1

CHARGE_ FIN Product Min Rate S_PROD_ MIN_RATE EIM_FN_ RT_MIN_

RATE Rates RATE PRDINT1 RATE

Mapping of Limit Data to Siebel CRM

In Oracle FLEXCUBE Universal Banking, limit data is stored in the GETM_LIMITS_HANDOFF staging
table. Table 19 shows how the limit data stored in this table is mapped to Siebel CRM.

Table 19. Mapping of Limit Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
Available FINS BIB Available S_FN_LIMIT AVAILABLE_ EIM_FN_ LMT_AVAILAB
Amount Limit Details Amount AMT LIMIT LE_AMT

Effective Limit FINS BIB Effective S_FN_LIMIT EFF_LIMIT_ EIM_FN_ LMT_EFF_

Amount Limit Details Limit AMT LIMIT LIMIT_AMT
Amount

Line Currency FINS BIB Line S_FN_LIMIT CURCY_CD EIM_FN_ LMT_CURCY_

Limit Details Currency LIMIT CD

Line ID FINS BIB Line ID S_FN_LIMIT LIMIT_NUM EIM_FN_ LMT_LIMIT_

Limit Details LIMIT NUM

Customer FINS BIB Contact Id S_FN_LIMIT CONTACT_ID EIM_FN_ LMT_CON_

Limit Details LIMIT BU

LMT_CON_
PRIV_FLG

LMT_PERSON
_UID

Customer FINS BIB Account Id S_FN_LIMIT ACCOUNT_ID EIM_FN_ LMT_ACCOUN

Limit Details LIMIT TACCN_BU

LMT_ACCOUN
TACCNTLO

LMT_ACCOUN
TACCNTNA

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 11 9

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Data Mappings to Siebel EIM Tables ■ Mapping of Mandate Data to Siebel CRM

Table 19. Mapping of Limit Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
Main Line ID FINS BIB Main Line S_FN_LIMIT PAR_LIMIT_ID EIM_FN_ LMT_PAR_
Limit Details ID LIMIT LIMIT_NUM

LMT_PAR_
LMT_ACC_BU

LMT_PAR_
LMT_ACCLOC

LMT_PAR_
LMTACCNAME

LMT_PAR_
LMT_CON_BU

LMT_PARLMT
CONPRIVF

LMT_PARLMT
PERSONUI

Mapping of Mandate Data to Siebel CRM

In Oracle FLEXCUBE Universal Banking, mandate data is stored in the PCTM_CLIENT_HANDOFF
staging table. Table 20 shows how the mandate data stored in this table is mapped to Siebel CRM.

Table 20. Mapping of Mandate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
Product Code FINS BIB Product Code S_FN_ PROD_ID EIM_FN_ MNDT_PROD
Mandate MANDATE ASSET1 _NAME

MNDT_PROD
_BU

Customer FINS BIB Contact Id S_FN_ CONTACT_ID EIM_FN_ MNDT_

Mandate MANDATE ASSET1 PERSON_UID

MNDT_CON_
PRIV_FLG

MNDT_CON_
BU

120 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Data Mappings to Siebel EIM Tables ■ Mapping of Mandate Data to Siebel CRM

Table 20. Mapping of Mandate Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
Customer FINS BIB Account Id S_FN_ ACCOUNT_ID EIM_FN_ MNDT_ACCO
Mandate MANDATE ASSET1 UNTACCNTN

MNDT_ACCO
UNTACCNTL

MNDT_ACCO
UNTACC_BU

Account FINS BIB Account S_FN_ FN_ACCNT_ID EIM_FN_ AST_ASSET_

Mandate Number MANDATE ASSET1 NUM

AST_BU

AST_PROD_
BU

AST_PROD_
NAME

AST_REV_
NUM

Currency FINS BIB Currency S_FN_ CURCY_CD EIM_FN_ MNDT_

Mandate Code MANDATE ASSET1 CURCY_CD

Direct Debit FINS BIB Direct Debit S_FN_ DIRDBT_AGR_ EIM_FN_ MNDTDIRDB
Agreement Mandate Agreement MANDATE REQ_FLG ASSET1 TAGREXSFL
Flag Flag

Creditor FINS BIB Creditor S_FN_ CR_ACC_NUM EIM_FN_ MNDTCRACC

Identification Mandate Identification MANDATE _REQ_FLG ASSET1 NUMREQFLG
Required Required Flag

Agreement ID FINS BIB Agreement S_FN_ DIRDBT_AGR_ EIM_FN_ MNDTDIRDB

Required Mandate ID Required MANDATE EXS_FLG ASSET1 TAGRREQFL
Flag

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 12 1

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Data Mappings to Siebel EIM Tables ■ Mapping of Contract Data (Bills and Collections)
to Siebel CRM

Mapping of Contract Data (Bills and

Collections) to Siebel CRM
In Oracle FLEXCUBE Universal Banking, bills and collections contract data is stored in the
BCTB_CONTRACT_HANDOFF staging table. Table 21 shows how the bills and collections data stored
in this table is mapped to Siebel CRM.

Table 21. Mapping of Bills and Collections Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
CONT_REF_ FINS BIB Contract S_ASSET ASSET_NUM EIM_ASSET AST_ASSET_
NO Contract Reference NUM
Num

Contract TYPE_CD AST_TYPE_

Type CD

PRODUCT_ FINS BIB Product Id S_ASSET PROD_ID EIM_ASSET AST_PROD_

CODE Contract NAME;
AST_PROD_
BU

BRANCH_ FINS BIB Branch Id S_ASSET BRANCH_ID EIM_FN_ BRANCH_AC

CODE Contract ASSET CNT_BU

BRANCH_AC
CNT_LOC

BRANCH_AC
CNT_NAME

BILL_CCY FINS BIB Currency S_ASSET CURCY_CD EIM_FN_ AST_CURCY_

Contract Code ASSET CD

CONT_ FINS BIB Contract S_ASSET STATUS_CD EIM_FN_ AST_STATUS

STATUS Contract Status ASSET _CD

BILL_AMT FINS BIB Contract S_ASSET ASSET_VALUE EIM_FN_ AST_ASSETV

Contract Amount _AMT ASSET ALUE_AMT

MAT_DATE FINS BIB Maturity S_FN_ACCNT CP_MATURITY EIM_FN_ AST_CP_MAT

Contract Date 1_FNX _DT ASSET3 URITY_DT

CUSTOMER_ FINS BIB Account Id S_ASSET OWNER_ EIM_ASSET OWNER_ACC

ID Contract ACCNT_ID NT_BU

OWNER_ACC
NT_LOC

OWNER_ACC
NT_NAME

122 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 Data Mappings to Siebel EIM Tables ■ Mapping of Contract Data (Letters of Credit) to
Siebel CRM

Table 21. Mapping of Bills and Collections Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
CUSTOMER_ FINS BIB Contact Id S_ASSET_CO CONTACT_ID EIM_ASSET CON_CON_
ID Contract N PRIV_FLG

CON_
PERSON_UID

CON_CON_
BU

BILL_OUT_ FINS BIB Bill S_FN_ OUTSTANDIN EIM_FN_ AST_OUTSTA

AMT Contract Outstandin ACCNT1_FNX G_AMT ASSET3 NDINGAMT
g Amount

DISC_FLAG FINS BIB Discrepanci S_FN_ DISCREPANCY EIM_FN_ AST_DISCRE

Contract es Flag ACCNT1_FNX _FLG ASSET3 PANCYFLG

EXCPTN_ FINS BIB Exceptions S_FN_ TXN_FAILURE EIM_FN_ AST_TXN_

FLAG Contract Flag ACCNT1_FNX _FLG ASSET3 FAILUREFLG

LC_CONT_ FINS BIB LC S_ASSET REF_NUMBER EIM_FN_ AST_REF_

REF_NO Contract Reference _1 ASSET NUMBER_1
Number

Mapping of Contract Data (Letters of

Credit) to Siebel CRM
In Oracle FLEXCUBE Universal Banking, letters of credit data is stored in the
LCTB_CONTRACT_HANDOFF staging table. Table 22 shows how the letters of credit data stored in
this staging table is mapped to Siebel CRM.

Table 22. Mapping of Letters of Credit Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
CONTRACT_ FINS BIB Contract S_ASSET ASSET_NUM EIM_ASSET AST_ASSET_
REF_NO Contract Reference NUM
Num

Contract TYPE_CD AST_TYPE_

Type CD

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 12 3

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Data Mappings to Siebel EIM Tables ■ Mapping of Contract Data (Letters of Credit) to
Siebel CRM

Table 22. Mapping of Letters of Credit Data to Siebel CRM

Siebel
Oracle Business Siebel EIM
FLEXCUBE Compon- Siebel Siebel Siebel Base Siebel EIM Table
Attribute ent Field Base Table Column Table Column
PRODUCT_ FINS BIB Product Id S_ASSET PROD_ID EIM_ASSET AST_PROD_
CODE Contract NAME;
AST_PROD_
BU

BRANCH_ FINS BIB Branch Id S_ASSET BRANCH_ID EIM_FN_ BRANCH_

CODE Contract ASSET ACCNT_BU

BRANCH_
ACCNT_LOC

BRANCH_
ACCNT_
NAME

CURRENCY FINS BIB Currency S_ASSET CURCY_CD EIM_FN_ AST_CURCY_

Contract Code ASSET CD

CONTRACT_ FINS BIB Contract S_ASSET STATUS_CD EIM_FN_ AST_STATUS

STATUS Contract Status ASSET _CD

CONTRACT_ FINS BIB Contract S_ASSET ASSET_VALUE EIM_FN_ AST_

AMT Contract Amount _AMT ASSET ASSETVALUE
_AMT

EXPIRY_DT FINS BIB Maturity S_FN_ACCNT CP_MATURITY EIM_FN_ AST_CP_

Contract Date 1_FNX _DT ASSET3 MATURITY_
DT

CUSTOMER_ FINS BIB Account Id S_ASSET OWNER_ EIM_ASSET OWNER_

ID Contract ACCNT_ID ACCNT_BU

OWNER_
ACCNT_LOC

OWNER_
ACCNT_
NAME

CUSTOMER_ FINS BIB Contact Id S_ASSET_ CONTACT_ID EIM_ASSET CON_CON_

ID Contract CON PRIV_FLG

CON_
PERSON_UID

CON_CON_
BU

OS_LIABILITY FINS BIB Bill S_FN_ OUTSTANDIN EIM_FN_ AST_OUT

Contract Outstandin ACCNT1_FNX G_AMT ASSET3 STANDING
g Amount AMT

CURRENT_ FINS BIB Current S_ASSET CURRENT_BAL EIM_ASSET AST_

AVAILABILITY Contract Availability CURRENT_
BAL

124 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
C EBM Mappings Used in Online
Synchronization

This appendix lists the mappings between data in Oracle FLEXCUBE Universal Banking and data in
Siebel CRM that are used during the online synchronization of data in Siebel CRM Integration to
Oracle FLEXCUBE Universal Banking.

NOTE: In this guide, the term, the Integration, refers to Siebel CRM Integration to Oracle FLEXCUBE
Universal Banking.

This chapter includes the following topics:

■ CustomerPartyEBM on page 125

■ QueryLineOfCreditEBM on page 170

■ QueryDocumentaryCollectionEBM on page 173

■ QueryDocumentaryCreditEBM on page 178

■ QueryBankGuaranteeEBM on page 189

■ QueryMarketingOfferEBM on page 194

■ CreateSalesOpportunityEBM on page 196

■ ServiceRequestEBM on page 198

■ CreateCustomerInteractionEBM on page 207

■ Deposit AccountEBM on page 211

■ QueryFinancialTransactionListEBM on page 251

■ Loan AccountEBM on page 253

CustomerPartyEBM
The CustomerPartyEBM integration objects, associated with the Customer Party EBO, are used in
create, update and query operations in the Integration. The application mappings used by the
CustomerPartyEBM integration objects for each of these operations is provided in the following
topics:

■ “CreateCustomerPartyEBM” on page 126

■ “QueryCustomerPartyEBM” on page 143

■ “QueryCustomerPartyListEBM” on page 148

■ “UpdateCustomerPartyEBM” on page 161

NOTE: In the tables in this appendix Oracle FLEXCUBE Universal Banking has been abbreviated as
follows: Oracle FLEXCUBE.

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EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

CreateCustomerPartyEBM
CreateCustomerPartyEBM is used to synchronize customers created in Oracle FLEXCUBE Universal
Banking with Siebel CRM.

Operation
Create

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request and Response Operational Elements

The elements are as follows:

■ CreateCustomerPartyEBM

■ CreateCustomerPartyResponseEBM

Information about the CreateCustomerPartyEBM request-and-response messages is provided in the

following topics.

126 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

CreateCustomerPartyEBM
Table 23 lists the mapping information for the CreateCustomerPartyEBM.

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Identification FCUBS ST-New FCUBS_ Contact Integration Account Integration

/ID Customer Customer- NOTIFICA- Id Id
Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
/Customer-
Full
/CUSTNO

/Identification FCUBS ST-New FCUBS_ Not Not Not Not

/Application Customer Customer- NOTIFICA- applicable applicable applicable applicable
ObjectKey Service Notify- TION
/ContextID MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
/Customer-
Full/CTYPE

/PartyLocation FCUBS ST-New FCUBS_ CUT Street CUT Street

/Location Customer Customer- NOTIFICA- Address Address Address Address
Reference Service Notify- TION
/Address MSG.xsd /FCUBS_
/LineOne NOTIF_
IDENTIFIER
/Customer-
Full
/ADDRLN1

/PartyLocation FCUBS ST-New FCUBS_ CUT Street CUT Street

/Location Customer Customer- NOTIFICA- Address Address 2 Address Address 2
Reference Service Notify- TION
/Address MSG.xsd /FCUBS_
/LineTwo NOTIF_
IDENTIFIER
Customer-
Full/
ADDRLN2

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EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/PartyLocation FCUBS ST-New FCUBS_ CUT City CUT City

/Location Customer Customer- NOTIFICA- Address Address
Reference Service Notify- TION
/Address MSG.xsd /FCUBS_
/LineThree NOTIF_
IDENTIFIER
Customer-
Full/
ADDRLN3

/PartyLocation FCUBS ST-New FCUBS_ Not Not Not Not

/Location Customer Customer- NOTIFICA- applicable applicable applicable applicable
Reference Service Notify- TION
/Address MSG.xsd /FCUBS_
/LineFour NOTIF_
IDENTIFIER
Customer-
Full/
ADDRLN4

/PartyLocation FCUBS ST-New FCUBS_ CUT Country CUT Country

/Location Customer Customer- NOTIFICA- Address Address
Reference Service Notify- TION
/Address MSG.xsd /FCUBS_
/CountryCode NOTIF_
IDENTIFIER
Customer-
Full/
COUNTRY

/PartyLocation Not Not Value Not Not Not Not

/Location applicable applicable provided is applicable applicable applicable applicable
Reference Y
/Location (Indicating
Identification primary
/Alternate address)
ObjectKey/Id

/PartyContact FCUBS ST-New FCUBS_ Contact Work Not Not

/Contact Customer Customer- NOTIFICA- Phone# applicable applicable
/Contact Service Notify- TION
PhoneCommu MSG.xsd /FCUBS_
nication/ NOTIF_
PhoneCommu IDENTIFIER
nication Cust
/Complete personal/
Number TEL

128 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/PartyContact FCUBS ST-New FCUBS_ Contact Fax Phone Not Not

/Contact Customer Customer- NOTIFICA- # applicable applicable
/ContactFax Service Notify- TION
Communica MSG.xsd /FCUBS_
tion NOTIF_
/FaxCommun IDENTIFIER
ication Cust
/Complete personal
Number /FAX

/PartyContact FCUBS ST-New FCUBS_ Contact Email Not Not

/Contact Customer Customer- NOTIFICA- Address applicable applicable
/ContactEmail Service Notify- TION
Communica MSG.xsd /FCUBS_
tion NOTIF_
/EmailComm IDENTIFIER
unication/URI Cust
personal
/EMAIL

/Person FCUBS ST-New FCUBS_ Contact M/F Not Not

/GenderCode Customer Customer- NOTIFICA- applicable applicable
Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Cust
personal
/SEX

/Person FCUBS ST-New FCUBS_ Contact Marital Not Not

/MaritalStatus Customer Customer- NOTIFICA- Status applicable applicable
Code Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Cust
domestic
/MARTIAL
STAT

/Person FCUBS ST-New FCUBS_ Contact Birth Date Not Not

/BirthDate Customer Customer- NOTIFICA- applicable applicable
Time Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/DOB

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EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person FCUBS ST-New FCUBS_ Contact Language Not Not

/Language Customer Customer- NOTIFICA- Code applicable applicable
Code Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/LANG

/Person FCUBS ST-New FCUBS_ Contact Citizenship Not Not

/Nationality Customer Customer- NOTIFICA- applicable applicable
CountryCode Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
NLTY

/Person FCUBS ST-New FCUBS_ Contact Own or Not Not

/RentOrOwn Customer Customer- NOTIFICA- Rent applicable applicable
Code Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
Cust
domestic/
ACCOMADA
TE

/Person FCUBS ST-New FCUBS_ Contact Deceased Not Not

/Deceased Customer Customer- NOTIFICA- Flag applicable applicable
Indicator Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/DEAD

130 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person FCUBS ST-New FCUBS_ Contact First Name Not Not

/PersonName Customer Customer- NOTIFICA- applicable applicable
/FirstName Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
FSTNAME

/Person FCUBS ST-New FCUBS_ Contact Middle Not Not

/PersonName Customer Customer- NOTIFICA- Name applicable applicable
/MiddleName Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
MIDNAME

/Person FCUBS ST-New FCUBS_ Contact Last Name Not Not

/PersonName Customer Customer- NOTIFICA- applicable applicable
/FamilyName Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/LSTNAME

/Person FCUBS ST-New FCUBS_ Contact M/M Not Not

/PersonName Customer Customer- NOTIFICA- applicable applicable
/Title Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/TITLE

/Person FCUBS ST-New FCUBS_ Contact Alias Not Not

/PersonName Customer Customer- NOTIFICA- applicable applicable
/Alias Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/SNAME

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EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person FCUBS ST-New FCUBS_ Contact FINS Not Not

/Education Customer Customer- NOTIFICA- Education applicable applicable
Record Service Notify- TION
/MajorCourse MSG.xsd /FCUBS_
Category NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
Cust
domestic
/EDUSTAT

/Person FCUBS ST-New FCUBS_ Contact Employer Not Not

/Employment Customer Customer- NOTIFICA- Name Free applicable applicable
Record Service Notify- TION Text
/Employer MSG.xsd /FCUBS_
Organization NOTIF_
Name IDENTIFIER
Customer-
Full/Cust
personal/
Custprof
/CURREMP

/Person FCUBS ST-New FCUBS_ Contact Job Title Not Not

/Employment Customer Customer- NOTIFICA- applicable applicable
Record Service Notify- TION
/JobTitle MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
Custprof/
CURRDESIG

/Organization FCUBS ST-New FCUBS_ Not Not Account Name

/Name Customer Customer- NOTIFICA- applicable applicable
Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/
Custcorp/
CORPNAME

132 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Organization FCUBS ST-New FCUBS_ Not Not Account Line of

/LineOf Customer Customer- NOTIFICA- applicable applicable Business
Business Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/
Custcorp/
CORPDESC

/Person FCUBS ST-New FCUBS_ Contact SSN Not Not

/TaxPayer Customer Customer- NOTIFICA- applicable applicable
Identification Service Notify- TION
Number MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/SSN

/Organization FCUBS ST-New FCUBS_ Not Not BIB Country of

/Home Customer Customer- NOTIFICA- applicable applicable Account Incorpora-
CountryCode Service Notify- TION BC tion
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
NLTY

/Organization FCUBS ST-New FCUBS_ Not Not BIB Branch

/BankBranch Customer Customer- NOTIFICA- applicable applicable Account Code
Reference Service Notify- TION BC
/BankBranch MSG.xsd /FCUBS_
Identification NOTIF_
/ID IDENTIFIER
Customer-
Full/LBRN

/LevelCode Not Not Values will Contact Status Account Account

applicable applicable be Status
PROSPECT,
CUSTOMER

/TypeCode FCUBS ST-New FCUBS_ Not Not Not Not

Customer Customer- NOTIFICA- applicable applicable applicable applicable
Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/CTYPE

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 13 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/TaxCode FCUBS ST-New FCUBS_ Contact Tax Code BIB Tax Code
Customer Customer- NOTIFICA- Account
Service Notify- TION BC
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/
TAXGROUP

/Status/Code FCUBS ST-New FCUBS_ Contact Type Account Type

Customer Customer- NOTIFICA-
Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/
CCATEG

/Customer FCUBS ST-New FCUBS_ BIB Credit Account Credit

PartyCredit Customer Customer- NOTIFICA- Contact Rating Rating
Profile/Credit Service Notify- TION BC
RatingCode MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/
CRRATE

/PartyRelated FCUBS ST-New FCUBS_ Not Not Not Not

Party Customer Customer- NOTIFICA- applicable applicable applicable applicable
/PartyRelated Service Notify- TION
PersonParty MSG.xsd /FCUBS_
/PersonParty NOTIF_
Reference IDENTIFIER
/PartyIdentifi Customer-
cation/ID Full/
Custaccdet/
Relation-
ship-
Linkage/
CUSTOMER

134 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/PartyRelated FCUBS ST-New FCUBS_ Party Related Party Related

Party/Party Customer Customer- NOTIFICA- Relation Party Id Relation Party Id
RelatedPerson Service Notify- TION ship To ship To
Party/Person MSG.xsd /FCUBS_
Party NOTIF_
Reference/ IDENTIFIER
PartyIdentific Customer-
ation/ Full/
Application Custaccdet/
ObjectKey/ID Relation-
ship-
Linkage
/XREF

/PartyRelated Not Not Values Not Not Not Not

Party/ applicable applicable provided applicable applicable applicable applicable
PartyRelated are I,C
PersonParty/ (Individual,
PersonParty Corporate)
Reference/
PartyIdentific
ation/
Application
ObjectKey/
ContextID

/PartyRelated FCUBS ST-New FCUBS_ Party Relation Party Relation

Party/Party Customer Customer- NOTIFICA- Relation ship Type Relation ship Type
Relationship Service Notify- TION ship To ship To
/Relationship MSG.xsd /FCUBS_
Code NOTIF_
IDENTIFIER
Customer-
Full/
Custaccdet
/Relation-
ship-
Linkage/
RELATION-
SHIP

Not provided Not Not Not Party Calculated Party Calculated

by Oracle applicable applicable applicable Relation Related Relation Related
FLEXCUBE ship To Party Type ship To Party Type
Universal
Banking

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 13 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer FCUBS ST-New FCUBS_ Contact ID Type Not Not

PartySpecific Customer Customer- NOTIFICA- applicable applicable
ation Service Notify- TION
/Specification MSG.xsd /FCUBS_
/Name NOTIF_
IDENTIFIER
Customer-
Full/
UIDNAME

/Customer FCUBS ST-New FCUBS_ Contact ID Not Not

PartySpecific Customer Customer- NOTIFICA- Informa- applicable applicable
ation Service Notify- TION tion
/Specification MSG.xsd /FCUBS_
/ValueText NOTIF_
IDENTIFIER
Customer-
Full/UIDVAL

/Customer FCUBS ST-New FCUBS_ BIB BIB Not Not

PartyFinancial Customer Customer- NOTIFICA- Contact Contact BC applicable applicable
ServiceProfile Service Notify- TION BC
/Financial MSG.xsd /FCUBS_
Institution NOTIF_
Branch IDENTIFIER
BusinessUnit Customer-
Reference/ Full/LBRN
BusinessUnit
Identification/
iD

/PartyContact/ FCUBS ST-New FCUBS_ Contact Preferred Account Preferred

Contact/ Customer Customer- NOTIFICA- Communic Communic
Preferred Service Notify- TION ation ation
Communica MSG.xsd /FCUBS_ Method Method
tionChannel NOTIF_
Code IDENTIFIER
Customer-
Full/MEDIA

/Person/ FCUBS ST-New FCUBS_ Contact Other ID Not Not

PersonalNatio Customer Customer- NOTIFICA- Number applicable applicable
nalIdentitiy Service Notify- TION
/Identification MSG.xsd /FCUBS_
/ID NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/PPTNO

136 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer FCUBS ST-New FCUBS_ BIB RP BIB Relation

PartyFinancial Customer Customer- NOTIFICA- Contact Customer Account ship Pricing
ServiceProfile Service Notify- TION BC BC Customer
/Relationship MSG.xsd /FCUBS_ Flag
PricingAllowed NOTIF_
Indicator IDENTIFIER
Customer-
Full
/RPCUST

/Person/ FCUBS ST-New FCUBS_ BIB Minor Not Not

MinorIndicator Customer Customer- NOTIFICA- Contact Indicator applicable applicable
Service Notify- TION BC
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/MINOR

/Resident FCUBS ST-New FCUBS_ BIB Permenant Not Not

Indicator Customer Customer- NOTIFICA- Contact Resident applicable applicable
Service Notify- TION BC
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
Cust
domestic
/STATUS

/PartyRelated FCUBS ST-New FCUBS_ Contact Spouse Not Not

Party/ Customer Customer- NOTIFICA- Name applicable applicable
PartyRelated Service Notify- TION
PersonParty MSG.xsd /FCUBS_
/PersonParty NOTIF_
Reference/ IDENTIFIER
PersonName Customer-
/FullName Full/Cust
personal/
Cust
domestic
/SPNAME

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 13 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person FCUBS ST-New FCUBS_ BIB Number Of Not Not

/TotalDepend Customer Customer- NOTIFICA- Contact Depend- applicable applicable
entCount Service Notify- TION BC ents
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
Cust
domestic
/DEPOTH

/Person/ FCUBS ST-New FCUBS_ BIB Employ- Not Not

Employment Customer Customer- NOTIFICA- Contact ment applicable applicable
Record Service Notify- TION BC Status
/PositionType MSG.xsd /FCUBS_
Code NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/Custprof
/EMPSTAT

/Person/ FCUBS ST-New FCUBS_ BIB Years Not Not

Employment Customer Customer- NOTIFICA- Contact Employed applicable applicable
Record/ Service Notify- TION BC
Employment MSG.xsd /FCUBS_
Duration NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal/
Custprof
/EMP
TENURE

/Person FCUBS ST-New FCUBS_ FIN Amount Not Not

/Personal Customer Customer- NOTIFICA- Contact applicable applicable
Income Service Notify- TION Income
Amount MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/Custprof
/SALARY

138 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Potential FCUBS ST-New FCUBS_ FIN Amount Not Not

Revenue Customer Customer- NOTIFICA- Contact applicable applicable
Amount Service Notify- TION Income
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/Cust
personal
/Custprof
/OTH
INCOME

/Organization FCUBS ST-New FCUBS_ Not Not Account Date

/Incorporat Customer Customer- NOTIFICA- applicable applicable Formed
ionDate Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full
/Custcorp
/INCORPDT

/Organization FCUBS ST-New FCUBS_ Not Not BIB Customer

/Organization Customer Customer- NOTIFICA- applicable applicable Account Networth
FinancialState Service Notify- TION BC Amount
ment MSG.xsd /FCUBS_
/Organization NOTIF_
Financial IDENTIFIER
Number Customer-
/Amount Full
/Custcorp
/NET
WORTH

/Person/ FCUBS ST-New FCUBS_ BIB KYC Status BIB KYC Status
Person Customer Customer- NOTIFICA- Contact Account Flag
Financial Service Notify- TION BC BC
Profile MSG.xsd /FCUBS_
/Financial NOTIF_
Profile/Status/ IDENTIFIER
Code Customer-
Full
/Organization
/KYCSTAT
/Organization
Financial
Profile/
Financial
Profile/Status/
Code

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 13 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Organization FCUBS ST-New FCUBS_ Not Not Account Alias

/ShortName Customer Customer- NOTIFICA- applicable applicable
Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/SNAME

/Customer FCUBS ST-New FCUBS_ BIB AML BIB AML

PartyFinancial Customer Customer- NOTIFICA- Contact Required Account Required
ServiceProfile Service Notify- TION BC BC Flag
/AntiMoney MSG.xsd /FCUBS_
Laundering NOTIF_
CheckReq IDENTIFIER
uiredIndicator Customer-
Full
/AMLREQD

/Classification FCUBS ST-New FCUBS_ Contact Customer Account Account

Code Customer Customer- NOTIFICA- Value Value
Service Notify- TION
MSG.xsd /FCUBS_
NOTIF_
IDENTIFIER
Customer-
Full/CUST
CLASSFN

/Customer FCUBS ST-New FCUBS_ Not Not Account Service

PartySpecific Customer Customer- NOTIFICA- applicable applicable Provider
ation Service Notify- TION Flag
/Specification MSG.xsd /FCUBS_
/ValueText NOTIF_
IDENTIFIER
Customer-
Full/FLGUTL
TYPRVDR

/Customer FCUBS ST-New FCUBS_ BIB Bank Code BIB Bank Code
PartyFinancial Customer Customer- NOTIFICA- Contact Account
ServiceProfile Service Notify- TION BC
/Financial MSG.xsd /FCUBS_
Institution NOTIF_
Reference/ IDENTIFIER
PartyIdentific Customer-
ation/ID Full/LBRN

140 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person FCUBS ST-New FCUBS_ BIB Frozen BIB Frozen Flag

/Person Customer Customer- NOTIFICA- Contact Account
Financial Service Notify- TION BC BC
Profile/ MSG.xsd /FCUBS_
Financial NOTIF_
Profile/Status/ IDENTIFIER
SubStatus Customer-
Code Full/
FROZEN
/Organization/
Organization
Financial
Profile/
Financial
Profile/Status/
SubStatus
Code

/Status FCUBS ST-New FCUBS_ BIB Where BIB Where

/SubStatus Customer Customer- NOTIFICA- Contact abouts Account abouts
Code Service Notify- TION BC Unknown BC Unknown
MSG.xsd /FCUBS_ Flag
NOTIF_
IDENTIFIER
Customer-
Full
/WHRUNKN

/PartyRelated FCUBS ST-New FCUBS_ BIB Guardian Not Not

Party/ Customer Customer- NOTIFICA- Contact Name applicable applicable
PartyRelated Service Notify- TION BC
PersonParty/ MSG.xsd /FCUBS_
PersonParty NOTIF_
Reference/ IDENTIFIER
PersonName/ Customer-
FullName Full/Cust
personal
/GUARDIAN

/Customer EL GE- GEM_REQ_ BIB Liability BIB Liability

PartyCredit Customer LiabilityCre ENV/ Contact Number Account Number
Profile/ Liab ate-Req- GEM_BODY BC BC
Identification Service Full- /Liablity-
/ID MSG.xsd Full/
LIABLITY
NO

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 14 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 23. CreateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer EL GE- GEM_REQ_ BIB Overall BIB Overall

PartyCredit Customer LiabilityCre ENV/ Contact Limit Account Limit
Profile/ Liab ate-Req- GEM_BODY BC Amount BC Amount
CreditLimit Service Full- /Liablity-
Amount MSG.xsd Full/
OVERALL
LIMIT

/Customer EL GE- GEM_REQ_ BIB Limit BIB Limit

PartyCredit Customer LiabilityCre ENV/ Contact Currency Account Currency
Profile/ Liab ate-Req- GEM_BODY BC Code BC Code
CurrencyCode Service Full- /Liablity-
MSG.xsd Full/
LIABLITY
CCY

/Customer EL GE- GEM_REQ_ BIB Total BIB Total

PartyCredit Customer LiabilityCre ENV/ Contact Utilized Account Utilized
Profile/ Liab ate-Req- GEM_BODY BC Amount BC Amount
TotalUtilized Service Full- /Liablity-
LineOfCredit MSG.xsd Full/
Amount UTILISA
TIONAMT

/Customer EL GE- GEM_REQ_ BIB Revision BIB Revision

PartyCredit Customer LiabilityCre ENV/ Contact Date Account Date
Profile/ Liab ate-Req- GEM_BODY BC BC
LastCredit Service Full- /Liablity-
ReviewDate MSG.xsd Full/
REVISION
DATE

142 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

CreateCustomerPartyResponseEBM
Table 24 lists the mapping information for the CreateCustomerPartyResponseEBM.

Table 24. CreateCustomerPartyResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Identification Not Not FCUBS_ Contact Integration Account Integration

/ID applicable applicable RES_ENV/ Id Id
FCBUBS_
BODY/
Customer-
Full/
CUSTNO

/Identification Not Not FCUBS_ Contact Id Account Id

/Application applicable applicable RES_ENV/
ObjectKey/ID FCBUBS_
BODY/
Customer-
Full/XREF

/Identification Not Not FCUBS_ Not Not Not Not

/Application applicable applicable RES_ENV/ applicable applicable applicable applicable
ObjectKey/ FCBUBS_
ContextID BODY/
Customer-
Full/CTYPE

QueryCustomerPartyEBM
QueryCustomerPartyEBM is used to retrieve customer data from Oracle FLEXCUBE Universal
Banking.

Operation
Query

Service Consumer
Siebel CRM

Service Provider
Oracle FLEXCUBE Universal Banking

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 14 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

EBM Request and Response Operational Elements

■ QueryCustomerPartyEBM/QueryCustomerPartyEBM/DataArea/QueryCustomerParty

■ QueryCustomerPartyResponseEBM/DataArea/QueryCustomerPartyResponse

Information about the QueryCustomerPartyEBM request-and-response messages is provided in the

following topics.

QueryCustomerPartyEBM
Table 25 lists the mapping information for the QueryCustomerPartyEBM.

Table 25. QueryCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compo- Account
XML Path Name Object Column ent Field nent Field

/Identification FCUBS ST-Query FCUBS_REQ_ Contact Integration Account Integration

/ID Customer Customer- ENV/FCBUBS Id Id
Service Req-IO- _BODY
MSG.xsd /Customer-
Full/CUSTNO

/Identification FCUBS ST-Query FCUBS_REQ_ BIB Branch BIB Branch

/ContextID Customer Customer- ENV/FCBUBS Contact Code Account Code
Service Req-IO- _BODY BC BC
MSG.xsd Customer-
Full/LBRN

/Identification FCUBS ST-Query FCUBS_REQ_ Not Not Not Not

/Application Customer Customer- ENV/FCBUBS applicable applicable applic- applicable
ObjectKey/ Service Req-IO- _BODY able
ContextID MSG.xsd Customer-
Full/CTYPE

/Identification FCUBS ST-Query FCUBS_REQ_ Contact Id Account Id

/Application Customer Customer- ENV/FCBUBS
ObjectKey/ID Service Req-IO- _BODY
MSG.xsd Customer-
Full/XREF

144 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

QueryCustomerPartyResponseEBM
Table 26 lists the mapping information for the QueryCustomerPartyResponseEBM.

Table 26. QueryCustomerPartyResponseEBM

Siebel Siebel
Oracle Oracle Contact Account
FLEXCUBE Oracle FLEXCUBE Business Siebel Business Siebel
Service FLEXCUBE Interface Compon- Contact Compon Account
XML Path Name Object Column ent Field -ent Field

/Identification FCUBS ST-Query FCUBS_RES_ Contact Integration Account Integration

/ID Customer Customer- ENVFCBUBS_ Id Id
Service Res-Full- BODY/
MSG.xsd Customer-
Full/CUSTNO

/Identification FCUBS ST-Query FCUBS_RES_ Contact Id Account Id

/Application Customer Customer- ENVFCBUBS_
ObjectKey/ID Service Res-Full- BODY/
MSG.xsd Customer-
Full/XREF

/Identification FCUBS ST-Query FCUBS_RES_ Not Not Not Not

/Application Customer Customer- ENVFCBUBS_ applicable applicable applic- applicable
ObjectKey/ Service Res-Full- BODY/ able
ContextID MSG.xsd Customer-
Full/
CUSTTYPE

/Customer FCUBS ST-Query FCUBS_RES_ BIB AML BIB AML

Party Customer Customer- ENVFCBUBS_ Contact Required Account Required
Financial Service Res-Full- BODY/ BC BC Flag
ServiceProfile MSG.xsd Customer-
/AntiMoney Full/
Laundering AMLREQD
Check
Required
Indicator

/Classification FCUBS ST-Query FCUBS_RES_ Contact Customer Account Account

Code Customer Customer- ENVFCBUBS_ Value Value
Service Res-Full- BODY/
MSG.xsd Customer-
Full/
CUSTCLASS
FN

/Customer FCUBS ST-Query FCUBS_RES_ BIB RP BIB Relation-

PartyFinancial Customer Customer- ENVFCBUBS_ Contact Customer Account ship Pricing
ServiceProfile Service Res-Full- BODY/ BC BC Customer
/Relationship MSG.xsd Customer- Flag
Pricing Full/RPCUST
Allowed
Indicator

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 14 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 26. QueryCustomerPartyResponseEBM

Siebel Siebel
Oracle Oracle Contact Account
FLEXCUBE Oracle FLEXCUBE Business Siebel Business Siebel
Service FLEXCUBE Interface Compon- Contact Compon Account
XML Path Name Object Column ent Field -ent Field

/TaxCode FCUBS ST-Query FCUBS_RES_ Contact Tax Code BIB Tax Code
Customer Customer- ENVFCBUBS_ Account
Service Res-Full- BODY/ BC
MSG.xsd Customer-
Full/
TAXGROUP

/Customer Not Not Derived field. BIB Line ID BIB Line ID

PartyCredit applicable applicable Liablity Code Contact Account
Profile and Line Limit Line Limit
/Customer Serial Items BC Details
PartyLineOf appended. BC
Credit/
Identification
/ID

/Customer Not Not Derived field. BIB Line BIB Line

PartyCredit applicable applicable Line Currency Contact Currency Account Currency
Profile taken from Limit Line Limit
/Customer table. Items BC Details
PartyLineOf BC
Credit/
Available
Amount/
@Currency
Code

/Customer Not Not Derived field. BIB Available BIB Available

Party applicable applicable Available Contact amount Account amount
CreditProfile amount taken Limit Line Limit
/Customer from table. Items BC Details
PartyLineOf BC
Credit
Available
Amount

/Customer Not Not Derived field. FINS BIB Main Line FINS BIB Main Line
PartyCredit applicable applicable Main Line Limit Number Limit Number
Profile/ taken from Details Details
Customer table.
PartyLineOf
Credit/Parent
LineOfCredit
Reference
/LineOfCredit
Identification
/ID

146 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 26. QueryCustomerPartyResponseEBM

Siebel Siebel
Oracle Oracle Contact Account
FLEXCUBE Oracle FLEXCUBE Business Siebel Business Siebel
Service FLEXCUBE Interface Compon- Contact Compon Account
XML Path Name Object Column ent Field -ent Field

/Customer FCUBS ST-Query FCUBS_RES_ BIB Authorised BIB Authorised

Party Customer Customer- ENVFCBUBS_ Contact Signatory Account Signatory
Financial Service Res-Full- BODY/Cust Signator- Identifica- Signator- Identific-
Account MSG.xsd Summary ies VBC tion ies VBC ation
/Financial Details/CUST
Account SIGNDTL
/Financial /CIFSIGID
Account
Holder
/SignatureID

/Customer FCUBS ST-Query FCUBS_RES_ BIB Authorised BIB Authorised

PartyFinancial Customer Customer- ENVFCBUBS_ Contact Signatory Account Signatory
Account Service Res-Full- BODY/Cust Signator- Name Signator- Name
/FinancialAcc MSG.xsd Summary ies VBC ies VBC
ountFinancial Details/CUST
Account SIGNDTL
Holder /CIFSIGNAME
/Financial
Account
PersonHolder
/PersonParty
Reference
/PersonName
/FullName

/Customer FCUBS ST-Query FCUBS_RES_ BIB Authorised BIB Authorised

PartyFinancial Customer Customer- ENVFCBUBS_ Contact Signatory Account Signatory
Account/ Service Res-Full- BODY/Cust Signator- Title Signator- Title
FinancialAcco MSG.xsd Summary ies VBC ies VBC
unt/Financial Details/CUST
Account SIGNDTL/
Holder CIFSIGTITLE
/Financial
Account
PersonHolder
/PersonParty
Reference
/PersonName
/Title

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 14 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 26. QueryCustomerPartyResponseEBM

Siebel Siebel
Oracle Oracle Contact Account
FLEXCUBE Oracle FLEXCUBE Business Siebel Business Siebel
Service FLEXCUBE Interface Compon- Contact Compon Account
XML Path Name Object Column ent Field -ent Field

/PartyRelated FCUBS ST-Query FCUBS_RES_ Not BIB Director Not

Party Customer Customer- ENVFCBUBS_ applicable Account Name applicable
/PartyRelated Service Res-Full- BODY/Cust Directors
PersonParty MSG.xsd Summary VBC
/PersonParty Details/
Reference/ DIRDETAILS
PersonName /DIRNAME
/FullName

/Customer Not Not Hard coded to Not Not Not Not

Party applicable applicable Service applicable applicable applic- applicable
Specification Provider. able
/Specification
/Name

QueryCustomerPartyListEBM
QueryCustomerPartyListEBM is used to retrieve contact or account data from Siebel CRM and to
retrieve prospect data from Siebel CRM.

Operation
Query

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request and Response Operational Elements

■ Request. See Table 27 on page 149.

■ Response. /QueryCustomerPartyListResponseEBM/DataArea/QueryCustomerPartyListResponse

Information about the QueryCustomerPartyListEBM request-and-response messages is provided in

the following topics.

148 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

QueryCustomerPartyListEBM
Table 27 lists the mapping information for the QueryCustomerPartyListEBM.

Table 27. QueryCustomerPartyListEBM

EBM Oracle Oracle Oracle Siebel Siebel

Request FLEX- FLEX- FLEX- Contact Account
Opera- CUBE CUBE CUBE Business Siebel Business Siebel
tional Service Interface Interface Compon- Contact Compon Account
Element XML Path Name Object Column ent Field -ent Field

/Query Element FCUBS ST-Query FCUBS_ Contact Integra- Account Integra-

Customer Path = Customer Customer REQ_ENV tion Id tion Id
PartyList "Custom Service -Req-IO- /FCBUBS_
EBMData er No" MSG.xsd BODY/
Area Element Customer-
Query Value = Full/
/Query <Value> CUSTNO
Criteria
/Query
Expres
sion
/Value
Express
ion

Element FCUBS ST-Query FCUBS_RE Contact First Not Not

Path = Customer Customer Q_ENV/ Name applic- applic-
"First Service -Req-IO- FCBUBS_ able able
Name" MSG.xsd BODY/
Element Customer-
Value = Full/Cust
<Value> personal/
FSTNAME

Element FCUBS ST-Query FCUBS_RE Contact Last Not Not

Path =" Customer Customer Q_ENV/ Name applic- applic-
Last Service -Req-IO- FCBUBS_ able able
Name" MSG.xsd BODY/
Element Customer-
Value = Full/Cust
<Value> personal/
LSTNAME

Element FCUBS ST-Query FCUBS_RE Contact Work Account Main

Path =" Customer Customer Q_ENV/ Phone # Phone
Phone Service -Req-IO- FCBUBS_B Number
Cellular
Number" MSG.xsd ODY/
Phone #
Element Customer-
Value = Full/Cust Home
<Value> personal/ Phone #
TEL

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 14 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 27. QueryCustomerPartyListEBM

EBM Oracle Oracle Oracle Siebel Siebel

Request FLEX- FLEX- FLEX- Contact Account
Opera- CUBE CUBE CUBE Business Siebel Business Siebel
tional Service Interface Interface Compon- Contact Compon Account
Element XML Path Name Object Column ent Field -ent Field

Element FCUBS ST-Query FCUBS_RE Not Not Account Name

Path = Customer Customer Q_ENV/ applicable applic-
"Name" Service -Req-IO- FCBUBS_ able
Element MSG.xsd BODY/
Value = Customer-
<Value> Full/
Custcorp/
CORP
NAME

Element FCUBS ST-Query FCUBS_RE Not Not Account Alias

Path = Customer Customer Q_ENV/ applicable applic-
"Alias" Service -Req-IO- FCBUBS_ able
Element MSG.xsd BODY/
Value = Customer-
<Value> Full/
SNAME

/Query /Query FCUBS ST-Query FCUBS_RE Contact Type Account Type

Customer Customer Customer Customer Q_ENV/
PartyList PartyList Service -Req-IO- FCBUBS_
EBM/Data EBM/ MSG.xsd BODY/
Area/ DataArea/ Customer-
Query/ Query/ Full/CTYPE
Query
Code

/Query /Query NA NA Value is Contact Not Account Not

Customer Customer OK if applic- applic-
PartyList PartyList Contain able able
EBM EBM/Data records is
Area/ less than
Query/ or equal to
maxItems Max
Items

Value is
OVER
FLOW if
Contain
records
equals
MaxItems

150 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

QueryCustomerPartyListResponseEBM
Table 28 lists the mapping information for the QueryCustomerPartyListResponseEBM.

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Identification FCUBS ST-Query FCUBS_ Contact Integration Account Integration

/ID Customer Customer- RES_ENV/ Id Id
Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/
CUSTNO

/Identification FCUBS ST-Modify FCUBS_ Contact Id Account id

/Application Customer Customer- RES_ENV/
ObjectKey/ID Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/XREF

/Identification FCUBS ST-Query FCUBS_ Not Not Not Not

/Application Customer Customer- RES_ENV/ applicable applicable applicable applicable
ObjectKey Service Res-Full- FCBUBS_
/ContextID MSG.xsd BODY/
Customer-
Full/CTYPE

/PartyLocation FCUBS ST-Modify FCUBS_ CUT Street CUT Street

/Location Customer Customer- RES_ENV/ Address Address Address Address
Reference/ Service Res-Full- FCBUBS_
Address/ MSG.xsd BODY/
LineOne Customer-
Full/
ADDRLN1

/PartyLocation FCUBS ST-Modify FCUBS_ CUT Street CUT Street

/Location Customer Customer- RES_ENV/ Address Address 2 Address Address 2
Reference/ Service Res-Full- FCBUBS_
Address/ MSG.xsd BODY/
LineTwo Customer-
Full/
ADDRLN2

/PartyLocation FCUBS ST-Modify FCUBS_ CUT City CUT City

/Location Customer Customer- RES_ENV/ Address Address
Reference/ Service Res-Full- FCBUBS_
Address/ MSG.xsd BODY/
LineThree Customer-
Full/
ADDRLN3

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 15 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/PartyLocation FCUBS ST-Modify FCUBS_ Not Not Not Not

/Location Customer Customer- RES_ENV/ applicable applicable applicable applicable
Reference/ Service Res-Full- FCBUBS_
Address/ MSG.xsd BODY/
LineFour Customer-
Full/
ADDRLN4

/PartyLocation FCUBS ST-Modify FCUBS_ CUT Country CUT Country

/Location Customer Customer- RES_ENV/ Address Address
Reference/ Service Res-Full- FCBUBS_
Address/ MSG.xsd BODY/
CountryCode Customer-
Full/
COUNTRY

/PartyContact FCUBS ST-Query FCUBS_ Contact Work Not Not

/Contact/ Customer Customer- RES_ENV/ Phone # applicable applicable
ContactPhone Service Res-Full- FCBUBS_
Communica MSG.xsd BODY/
tion/ Customer-
PhoneComm Full/Cust
unication/ personal/
Complete TEL
Number

/PartyContact FCUBS ST-Query FCUBS_ Contact Fax Phone Not Not

/Contact/ Customer Customer- RES_ENV/ # applicable applicable
ContactFax Service Res-Full- FCBUBS_
Communica MSG.xsd BODY/
tion/FaxComm Customer-
unication/ Full/
Complete Custperson
Number al/FAX

/PartyContact FCUBS ST-Query FCUBS_ Contact Email Not Not

/Contact/ Customer Customer- RES_ENV/ Address applicable applicable
ContactEmail Service Res-Full- FCBUBS_
Communica MSG.xsd BODY/
tion/ Customer-
EmailComm Full/
unication/URI Custperson
al/EMAIL

152 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person/ FCUBS ST-Query FCUBS_ Contact M/F Not Not

GenderCode Customer Customer- RES_ENV/ applicable applicable
Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
SEX

/Person/ FCUBS ST-Query FCUBS_ Contact Marital Not Not

MaritalStatus Customer Customer- RES_ENV/ Status applicable applicable
Code Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
Cust
domestic/
MARTIALS
TAT

/Person/ FCUBS ST-Query FCUBS_ Contact Birth Date Not Not

BirthDateTime Customer Customer- RES_ENV/ applicable applicable
Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
DOB

/Person/ FCUBS ST-Query FCUBS_ Contact Language Not Not

Language Customer Customer- RES_ENV/ Code applicable applicable
Code Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/LANG

/Person/ FCUBS ST-Query FCUBS_ Contact Citizenship Not Not

Nationality Customer Customer- RES_ENV/ applicable applicable
CountryCode Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personalNL
TY

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 15 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person/ FCUBS ST-Query FCUBS_ Contact Own or Not Not

RentOrOwn Customer Customer- RES_ENV/ Rent applicable applicable
Code Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
Cust
domestic/
ACCOMAD
ATE

/Person/ FCUBS ST-Query FCUBS_ Contact Deceased Not Not

Deceased Customer Customer- RES_ENV/ Flag applicable applicable
Indicator Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/DEAD

/Person/ FCUBS ST-Query FCUBS_ Contact First Name Not Not

PersonName Customer Customer- RES_ENV/ applicable applicable
/FirstName Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
FSTNAME

/Person/ FCUBS ST-Query FCUBS_ Contact Middle Not Not

PersonName Customer Customer- RES_ENV/ Name applicable applicable
/MiddleName Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
MIDNAME

/Person/ FCUBS ST-Query FCUBS_ Contact Last Name Not Not

PersonName Customer Customer- RES_ENV/ applicable applicable
/FamilyName Service Res-Full- FCBUBS
MSG.xsd _BODY/
Customer-
Full/Cust
personal/
LSTNAME

154 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person/ FCUBS ST-Query FCUBS_ Contact M/M Not Not

PersonName Customer Customer- RES_ENV/ applicable applicable
/Title Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
TITLE

/Person/ FCUBS ST-Query FCUBS_ Contact Alias Not Not

PersonName Customer Customer- RES_ENV/ applicable applicable
/Alias Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/
SNAME

/Person FCUBS ST-Query FCUBS_ Contact FINS Not Not

/Education Customer Customer- RES_ENV/ Education applicable applicable
Record Service Res-Full- FCBUBS_
/MajorCourse MSG.xsd BODY/
Category Customer-
Full/Cust
personal/
Cust
domestic/
EDUSTAT

/Person/ FCUBS ST-Query FCUBS_ Contact Employer Not Not

Employment Customer Customer- RES_ENV/ Name Free applicable applicable
Record Service Res-Full- FCBUBS_ Text
/Employer MSG.xsd BODY/
Organization Customer-
Name Full/Cust
personal/
Custprof/
CURREMP

/Person FCUBS ST-Query FCUBS_ Contact Job Title Not Not

/Employment Customer Customer- RES_ENV/ applicable applicable
Record Service Res-Full- FCBUBS_
/JobTitle MSG.xsd BODY/
Customer-
Full/Cust
personal/
Custprof/
CURR
DESIG

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 15 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Organization FCUBS ST-Query FCUBS_ Not Not Account Name

/Name Customer Customer- RES_ENV/ applicable applicable
Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/
Custcorp/
CORPNAME

/Organization FCUBS ST-Query FCUBS_ Not Not Account Line of

/LineOf Customer Customer- RES_ENV/ applicable applicable Business
Business Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/
Custcorp/
CORPDESC

/Person/ FCUBS ST-Query FCUBS_ Contact SSN Not Not

TaxPayer Customer Customer- RES_ENV/ applicable applicable
Identification Service Res-Full- FCBUBS_
Number MSG.xsd BODY/
Customer-
Full/SSN

/Organization FCUBS ST-Query FCUBS_ Not Not BIB Country of

/Home Customer Customer- RES_ENV/ applicable applicable Account Incorpora-
CountryCode Service Res-Full- FCBUBS_ BC tion
MSG.xsd BODY/
Customer-
Full/Cust
personal/
NLTY

/Organization FCUBS ST-Query FCUBS_ Not Not BIB Branch

/BankBranch Customer Customer- RES_ENV/ applicable applicable Account Code
Reference Service Res-Full- FCBUBS_ BC
/BankBranch MSG.xsd BODY/
Identification Customer-
/ID Full/LBRN

/LevelCode Not Not Values Contact Status Account Account

applicable applicable provided Status
are
PROSPECT,
CUSTOMER

156 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer FCUBS ST-Query FCUBS_ BIB Credit Account Credit

PartyCredit Customer Customer- RES_ENV/ Contact BC Rating Rating
Profile/Credit Service Res-Full- FCBUBS_
RatingCode MSG.xsd BODY/
Customer-
Full/
CRRATE

/PartyRelated FCUBS ST-Query FCUBS_ Not Not Not Not

Party/ Customer Customer- RES_ENV/ applicable applicable applicable applicable
PartyRelated Service Res-Full- FCBUBS_
PersonParty/ MSG.xsd BODY/
PersonParty Customer-
Reference/ Full/
Party Relation
Identification ship-
/Application Linkage/
ObjectKey/ID CUSTOMER

/PartyRelated FCUBS ST-Query FCUBS_ Not Not Not Not

Party/ Customer Customer- RES_ENV/ applicable applicable applicable applicable
PartyRelated Service Res-Full- FCBUBS_
PersonParty MSG.xsd BODY/
/PersonParty Customer-
Reference Full/
/Party Relation
Identification ship-
/Application Linkage/
ObjectKey XREF
/ContextID

/PartyRelated FCUBS ST-Query FCUBS_ Party Relation- Party Relation-

Party Customer Customer- RES_ENV/ Relation- ship Type Relation- ship Type
/Party Service Res-Full- FCBUBS_ ship To ship To
Relationship MSG.xsd BODY/
/Relationship Customer-
Code Full/Cust
accdet/
Relation
ship-
Linkage/
RELATION
SHIP

/Customer FCUBS ST-Query FCUBS_RE Contact ID Type Not Not

Party Customer Customer- S_ENV/ applicable applicable
Specification Service Res-Full- FCBUBS_
/Specification MSG.xsd BODY/
/Name Customer-
Full/
UIDNAME

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 15 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer FCUBS ST-Query FCUBS_ Contact ID Not Not

Party Customer Customer- RES_ENV/ Informa- applicable applicable
Specification Service Res-Full- FCBUBS_ tion
/Specification MSG.xsd BODY/
/ValueText Customer-
Full/
UIDVAL

/Customer FCUBS ST-Query FCUBS_ BIB BIB Not Not

PartyFinancial Customer Customer- RES_ENV/ Contact BC Contact BC applicable applicable
ServiceProfile Service Res-Full- FCBUBS_
/Financial MSG.xsd BODY/
Institution Customer-
Branch Full/LBRN
BusinessUnit
Reference/
BusinessUnit
Identification
/iD

/PartyContact FCUBS ST-Query FCUBS_ Contact Preferred Account Preferred

/Contact Customer Customer- RES_ENV/ Communi- Communi-
/Preferred Service Res-Full- FCBUBS_ cation cation
Communica MSG.xsd BODY/ Method Method
tion Customer-
ChannelCode Full/MEDIA

/Person Not Not Not Contact Other ID Not Not

/Personal applicable applicable applicable Type applicable applicable
National
Identity
/TypeCode

/Person FCUBS ST-Query FCUBS_ Contact Other ID Not Not

/Personal Customer Customer- RES_ENV/ Number applicable applicable
National Service Res-Full- FCBUBS_
Identity MSG.xsd BODY/
/Identification Customer-
/ID Full/Cust
personal/
PPTNO

/Resident FCUBS ST-Query FCUBS_ BIB Permenant Not Not

Indicator Customer Customer- RES_ENV/ Contact BC Resident applicable applicable
Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/Cust
personal/
Cust
domestic/
STATUS

158 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/PartyRelated FCUBS ST-Query FCUBS_ Contact Spouse Not Not

Party/ Customer Customer- RES_ENV/ Name applicable applicable
PartyRelated Service Res-Full- FCBUBS_
PersonParty/ MSG.xsd BODY/
PersonParty Customer-
Reference/ Full/Cust
PersonName personal/
/FullName Cust
domestic/
SPNAME

/Person FCUBS ST-Query FCUBS_ BIB Number Of Not Not

Total Customer Customer- RES_ENV/ Contact BC Depend- applicable applicable
Dependent Service Res-Full- FCBUBS_ ents
Count MSG.xsd BODY/
Customer-
Full/Cust
personal/
Cust
domestic/
DEPOTH

/Person FCUBS ST-Query FCUBS BIB Employ- Not Not

/Employment Customer Customer- _RES_ENV Contact BC ment applicable applicable
Record Service Res-Full- /FCBUBS_ Status
/PositionType MSG.xsd BODY/
Code Customer-
Full/Cust
personal/
Custprof/
EMPSTAT

/Person/ FCUBS ST-Query FCUBS_ BIB Years Not Not

Employment Customer Customer- RES_ENV/ Contact BC Employed applicable applicable
Record/ Service Res-Full- FCBUBS_
Employment MSG.xsd BODY/
Duration Customer-
Full/Cust
personal/
Custprof
/EMPTEN-
URE

/Person FCUBS ST-Query FCUBS_ FIN Amount Not Not

/Personal Customer Customer- RES_ENV/ Contact applicable applicable
Income Service Res-Full- FCBUBS_ Income
Amount MSG.xsd BODY/
Customer-
Full/Cust
personal/
Custprof/
SALARY

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 15 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Potential FCUBS ST-Query FCUBS_ FIN Amount Not Not

Revenue Customer Customer- RES_ENV/ Contact applicable applicable
Amount Service Res-Full- FCBUBS_ Income
MSG.xsd BODY/
Customer-
Full/Cust
personal/
Custprof/
OTH
INCOME

/Organization FCUBS ST-Query FCUBS_ Not Not Account Date

/Incorpora Customer Customer- RES_ENV/ applicable applicable Formed
tionDate Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/
Custcorp/
INCORPDT

/Organization/ FCUBS ST-Query FCUBS Not Not Account Alias

ShortName Customer Customer- _RES_ENV applicable applicable
Service Res-Full- /FCBUBS_
MSG.xsd BODY/
Customer-
Full/
SNAME

/Classification FCUBS ST-Query FCUBS_ Contact Customer Account Account

Code Customer Customer- RES_ENV/ Value Value
Service Res-Full- FCBUBS_
MSG.xsd BODY/
Customer-
Full/CUST
CLASSFN

/Customer FCUBS ST-Query FCUBS_ BIB Bank Code BIB Bank Code
PartyFinancial Customer Customer- RES_ENV/ Contact BC Account
ServiceProfile Service Res-Full- FCBUBS_ BC
/Financial MSG.xsd BODY/
Institution Customer-
Reference Full/LBRN
/Party
Identification
/ID

160 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 28. QueryCustomerPartyListResponseEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Organization/ FCUBS ST-Query FCUBS_ Not Not BIB Country of

Incorporation Customer Customer- RES_ENV/ applicable applicable Account Incorpora-
CountryCode Service Res-Full- FCBUBS_ BC tion
MSG.xsd BODY/
Customer-
Full/
INCORP
CNTRY

/EBMHeader Not Not Not Not Not Not Not

/Sender applicable applicable applicable applicable applicable applicable applicable
/Transaction
Code

UpdateCustomerPartyEBM
UpdateCustomerPartyEBM is used to:

■ Update Know Your Customer (KYC) data in Siebel CRM

■ Convert prospect to customer in Siebel CRM

■ Update customer name in Siebel CRM

■ Update customer address in Siebel CRM

Operation
Update

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

UpdateCustomerPartyEBM

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 16 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29 lists the mapping information for the UpdateCustomerPartyEBM.

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Identification FCUBS ST-Modify FCUBS_ Contact Integration Account Integra-

/ID Customer Customer NOTIFICA Id tion Id
Service -Notify TION/
-MSG.xsd FCUBS_
NOTIF_IDE
NTIFIER/
Customer-
Full/
CUSTNO

/Identification FCUBS ST-Modify FCUBS_ Contact Id Account id

/Application Customer Customer NOTIFICAT
ObjectKey/ID Service -Notify ION/
-MSG.xsd FCUBS_
NOTIF_IDE
NTIFIER/
Customer-
Full/XREF

/PartyLocation FCUBS ST-Modify FCUBS_ CUT Street CUT Street

/Location Customer Customer NOTIFICAT Address Address Address Address
Reference Service -Notify ION/
/Address/Line -MSG.xsd FCUBS_NO
One TIF_IDENTI
FIER/
Customer-
Full/
ADDRLN1

/PartyLocation FCUBS ST-Modify FCUBS_ CUT Street CUT Street

/Location Customer Customer NOTIFICAT Address Address 2 Address Address 2
Reference/ Service -Notify ION/
Address/Line -MSG.xsd FCUBS_NO
Two TIF_IDENTI
FIER/
Customer-
Full/
ADDRLN2

162 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/PartyLocation FCUBS ST-Modify FCUBS_ CUT City CUT City

/Location Customer Customer NOTIFICAT Address Address
Reference Service -Notify ION/
/Address/Line -MSG.xsd FCUBS_NO
Three TIF_IDENTI
FIER/
Customer-
Full/
ADDRLN3

/PartyLocation FCUBS ST-Modify FCUBS_ Not Not Not Not

/Location Customer Customer NOTIFICAT applicable applicable applicable applicable
Reference/ Service -Notify ION/
Address/Line -MSG.xsd FCUBS_NO
Four TIF_IDENTI
FIER/
Customer-
Full/
ADDRLN4

/PartyLocation FCUBS ST-Modify FCUBS_ CUT Country CUT Country

/Location Customer Customer NOTIFICAT Address Address
Reference/ Service -Notify ION/
Address/ -MSG.xsd FCUBS_NO
CountryCode TIF_IDENTI
FIER/
Customer-
Full/
COUNTRY

/Person/ FCUBS ST-Modify FCUBS_ Contact Citizenship Not Not

Nationality Customer Customer NOTIFICAT applicable applicable
CountryCode Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custperson
al/NLTY

/Person FCUBS ST-Modify FCUBS_ Contact Deceased Not Not

/Deceased Customer Customer NOTIFICAT Flag applicable applicable
Indicator Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/DEAD

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 16 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person FCUBS ST-Modify FCUBS_ Contact First Name Not Not

/PersonName Customer Customer NOTIFICAT applicable applicable
/FirstName Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custperson
al/
FSTNAME

/Person FCUBS ST-Modify FCUBS_ Contact Middle Not Not

/PersonName Customer Customer NOTIFICAT Name applicable applicable
/MiddleName Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custperson
al/
MIDNAME

/Person/ FCUBS ST-Modify FCUBS_ Contact Last Name Not Not

PersonName/ Customer Customer NOTIFICAT applicable applicable
FamilyName Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custperson
al/LST
NAME

/Person/ FCUBS ST-Modify FCUBS_ Contact M/M Not Not

PersonName/ Customer Customer NOTIFICAT applicable applicable
Title Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custperson
al/TITLE

164 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Person/ FCUBS ST-Modify FCUBS_ Contact Alias Not Not

PersonName/ Customer Customer NOTIFICAT applicable applicable
Alias Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/SNAME

/Organization/ FCUBS ST-Modify FCUBS_ Not Not Account Name

Name Customer Customer NOTIFICAT applicable applicable
Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custcorp/
CORPNAME

/Organization FCUBS ST-Modify FCUBS_ Not Not BIB Country of

/HomeCountry Customer Customer NOTIFICAT applicable applicable Account Incorpora-
Code Service -Notify ION/ BC tion
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custperson
al/NLTY

/Organization/ FCUBS ST-Modify FCUBS_ Not Not BIB Branch

BankBranch Customer Customer NOTIFICAT applicable applicable Account Code
Reference/ Service -Notify ION/ BC
BankBranch -MSG.xsd FCUBS_NO
Identification/ TIF_IDENTI
ID FIER/
Customer-
Full/LBRN

/LevelCode NA NA Values will Contact Status Account Account

be Status
PROSPECT,
CUSTOMER

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 16 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/TaxCode FCUBS ST-Modify FCUBS_ Contact Tax Code BIB Tax Code
Customer Customer NOTIFICAT Account
Service -Notify ION/ BC
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
TAXGROUP

/Customer FCUBS ST-Modify FCUBS_ BIB Credit Account Credit

PartyCredit Customer Customer NOTIFICAT Contact Rating Rating
Profile/Credit Service -Notify ION/ BC
RatingCode -MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
CRRATE

/PartyRelated FCUBS ST-Modify FCUBS_ Not Not Not Not

Party/ Customer Customer NOTIFICAT applicable applicable applicable applicable
PartyRelated Service -Notify ION/
PersonParty -MSG.xsd FCUBS_NO
/PersonParty TIF_IDENTI
Reference FIER/
/Party Customer-
Identification/ Full/
ID Custaccdet
/Relation
ship-
Linkage/
CUSTOMER

/PartyRelated FCUBS ST-Modify FCUBS_ Party Related Party Related

Party/ Customer Customer NOTIFICAT Relation- Party Id Relation- Party Id
PartyRelated Service -Notify ION/ ship To ship To
PersonParty/ -MSG.xsd FCUBS_NO
PersonParty TIF_IDENTI
Reference/ FIER/
Party Customer-
Identification Full/
/Application Custaccdet
ObjectKey/ID /Relation
ship-
Linkage/
XREF

166 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/PartyRelated Not Not Values Not Not Not Not

Party applicable applicable provided applicable applicable applicable applicable
/PartyRelated are I,C
PersonParty (Individual,
/PersonParty Corporate)
Reference
/Party
Identification
/Application
ObjectKey/
ContextID

/PartyRelated FCUBS ST-Modify FCUBS_ Party Relation- Party Relation-

Party/Party Customer Customer NOTIFICAT Relation- ship Type Relation- ship Type
Relationship/ Service -Notify ION/ ship To ship To
Relationship -MSG.xsd FCUBS_NO
Code TIF_IDENTI
FIER/
Customer-
Full/
Custaccdet
/Relation
ship-
Linkage/
RELATION
SHIP

Not provided Not Not Not Party Calculated Party Calculated

by Oracle applicable applicable applicable Relation- Related Relation- Related
FLEXCUBE ship To Party Type ship To Party Type
Universal
Banking.

/Customer FCUBS ST-Modify FCUBS_ BIB Branch Id Not Not

PartyFinancial Customer Customer NOTIFICAT Contact applicable applicable
ServiceProfile Service -Notify ION/ BC
/Financial -MSG.xsd FCUBS_NO
Institution TIF_IDENTI
Branch FIER/
BusinessUnit Customer-
Reference/ Full/LBRN
BusinessUnit
Identification
/iD

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 16 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer FCUBS ST-Modify FCUBS_ BIB RP BIB Relation-

PartyFinancial Customer Customer NOTIFICAT Contact Customer Account ship
ServiceProfile Service -Notify ION/ BC BC Pricing
/Relationship -MSG.xsd FCUBS_NO Customer
PricingAllowed TIF_IDENTI Flag
Indicator FIER/
Customer-
Full/
RPCUST

/Person/ FCUBS ST-Modify FCUBS_ BIB Minor Not Not

MinorIndicator Customer Customer NOTIFICAT Contact Indicator applicable applicable
Service -Notify ION/ BC
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/
Custperson
al/MINOR

/Organization/ FCUBS ST-Modify FCUBS_ Not Not BIB Customer

Organization Customer Customer NOTIFICAT applicable applicable Account Networth
Financial Service -Notify ION/ BC Amount
Statement/ -MSG.xsd FCUBS_NO
Organization TIF_IDENTI
Financial FIER/
Number/ Customer-
Amount Full/
Custcorp/
NETWORTH

/Person/Person FCUBS ST-Modify FCUBS_ BIB KYC Status BIB KYC

FinancialProfile Customer Customer NOTIFICAT Contact Account Status
/Financial Service -Notify ION/ BC BC Flag
Profile/Status -MSG.xsd FCUBS_NO
/Code TIF_IDENTI
FIER/
/Organization
Customer-
/Organization Full/
FinancialProfile
KYCSTAT
/Financial
Profile/Status
/Code

/Organization/ FCUBS ST-Modify FCUBS_ Not Not Account Alias

ShortName Customer Customer NOTIFICAT applicable applicable
Service -Notify ION/
-MSG.xsd FCUBS_NO
TIF_IDENTI
FIER/
Customer-
Full/SNAME

168 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CustomerPartyEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer FCUBS ST-Modify FCUBS_ BIB AML BIB AML

PartyFinancial Customer Customer NOTIFICAT Contact Required Account Required
ServiceProfile/ Service -Notify ION/ BC BC Flag
AntiMoney -MSG.xsd FCUBS_NO
Laundering TIF_IDENTI
CheckRequired FIER/
Indicator Customer-
Full/
AMLREQD

/Person/Person FCUBS ST-Modify FCUBS_ BIB Frozen BIB Frozen

FinancialProfile Customer Customer NOTIFICAT Contact Account Flag
/Financial Service -Notify ION/ BC BC
Profile/Status/ -MSG.xsd FCUBS_NO
SubStatusCode TIF_IDENTI
FIER/
/Organization/
Customer-
Organization
Full/
FinancialProfile FROZEN
/Financial
Profile/Status/
SubStatusCode

/Status/ FCUBS ST-Modify FCUBS_ BIB Where- BIB Where-

SubStatusCode Customer Customer NOTIFICAT Contact abouts Account abouts
Service -Notify ION/ BC Unknown BC Unknown
-MSG.xsd FCUBS_NO Flag
TIF_IDENTI
FIER/
Customer-
Full/
WHRUNKN

/PartyRelated FCUBS ST-Modify FCUBS_ BIB Guardian Not Not

Party/ Customer Customer NOTIFICAT Contact Name applicable applicable
PartyRelated Service -Notify ION/ BC
PersonParty/ -MSG.xsd FCUBS_NO
PersonParty TIF_IDENTI
Reference/ FIER/
PersonName/ Customer-
FullName Full/
Custperson
al/
GUARDIAN

/Customer EL GE-Liability GEM_REQ_ BIB Liability BIB Liability

PartyCredit Customer Create- ENV/ Contact Number Account Number
Profile/ LiabService Req-Full- GEM_BODY BC BC
Identification MSG.xsd /Liablity-
/ID Full/
LIABLITY
NO

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 16 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryLineOfCreditEBM

Table 29. UpdateCustomerPartyEBM

Siebel Siebel
Oracle Oracle Oracle Contact Account
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel Business Siebel
Service Interface Interface Compon- Contact Compon- Account
XML Path Name Object Column ent Field ent Field

/Customer EL GE-Liability GEM_REQ_ BIB Overall BIB Overall

PartyCredit Customer Create- ENV/ Contact Limit Account Limit
Profile/ LiabService Req-Full- GEM_BODY BC Amount BC Amount
CreditLimit MSG.xsd /Liablity-
Amount Full/
OVERALL
LIMIT

/Customer EL GE-Liability GEM_REQ_ BIB Limit BIB Limit

PartyCredit Customer Create- ENV/ Contact Currency Account Currency
Profile LiabService Req-Full- GEM_BODY BC Code BC Code
/CurrencyCode MSG.xsd /Liablity-
Full/
LIABLITY
CCY

/Customer EL GE-Liability GEM_REQ_ BIB Total BIB Total

PartyCredit Customer Create- ENV/ Contact Utilized Account Utilized
Profile/ LiabService Req-Full- GEM_BODY BC Amount BC Amount
TotalUtilized MSG.xsd /Liablity-
LineOfCredit Full
Amount /UTILISA
TIONAMT

/Customer EL GE-Liability GEM_REQ_ BIB Revision BIB Revision

PartyCredit Customer Create- ENV/ Contact Date Account Date
Profile/ LiabService Req-Full- GEM_BODY BC BC
LastCredit MSG.xsd /Liablity-
ReviewDate Full/
REVISION
DATE

QueryLineOfCreditEBM
The QueryLineOfCreditEBM integration objects, associated with the LineOfCredit EBO, are used in
query operations in the Integration to retrieve limit information from Oracle FLEXCUBE Universal
Banking. The application mappings used by the QueryLineOfCreditEBM integration objects for the
query operation are described in this topic.

Operation
Query

Service Consumer
Siebel CRM

170 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryLineOfCreditEBM

Service Provider
Oracle FLEXCUBE Universal Banking

EBM Request and Response Operational Elements

■ QueryLineOfCreditEBM

■ QueryLineOfCreditResponseEBM

Information about the QueryLineOfCreditEBM request-and-response messages is provided in the

following topics.

QueryLineOfCreditEBM
Table 30 lists the mapping information for the QueryLineOfCreditEBM.

Table 30. QueryLineOfCreditEBM

Oracle Oracle
Oracle FLEXCUBE FLEXCUBE Siebel Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/Identification LSFacilityService GE- GEM_REQ_ENV/ FINS BIB Account Liability

/AlternateObject FacilityExecute GEM_BODY/ Number
FINS BIB Contact
Key/ID Query-Req-Full- Facility-Full/
MSG.xsd LIABID

/Identification/ LSFacilityService GE- GEM_REQ_ENV/ FINS BIB Limit Line ID

ID FacilityExecute GEM_BODY/ Details
Query-Req-Full- Facility-Full/
MSG.xsd LINECODE

GEM_REQ_ENV/
GEM_BODY/
Facility-Full/
LINESERIAL

/Identification/ LSFacilityService GE- GEM_REQ_ENV/ FINS BIB Account Branch Code

ContextID FacilityExecute GEM_BODY/
FINS BIB Contact
Query-Req-Full- Facility-Full/
MSG.xsd LIABBR

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 17 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryLineOfCreditEBM

QueryLineOfCreditResponseEBM
Table 31 lists the mapping information for the QueryLineOfCreditResponseEBM.

Table 31. QueryLineOfCreditResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/Identification/ID LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Line ID

ExecuteQuery- GEM_BODY/ Limit Details
Res-Full- Facility-Full/
MSG.xsd LINECODE

GEM_RES_ENV/
GEM_BODY/
Facility-Full/
LINESERIAL

/CurrencyCode LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Line

ExecuteQuery- GEM_BODY/ Limit Details Currency
Res-Full- Facility-Full/
MSG.xsd LINECCY

/RevolvingIndicator LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Revolving

ExecuteQuery- GEM_BODY/ Limit Details Flag
Res-Full- Facility-Full/
MSG.xsd REVOLVINGLINE

/Collateralized Not applicable Not applicable Y If FINS BIB Secured

Indicator COLLATERALCON Limit Details Flag
TRIBUTION > 0
Else N

/SanctionedLimit LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Effective

Amount ExecuteQuery- GEM_BODY/ Limit Details Limit
Res-Full- Facility-Full/ Amount
MSG.xsd DSPEFFLINE
AMOUNT

/AvailableAmount LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Available

ExecuteQuery- GEM_BODY/ Limit Details amount
Res-Full- Facility-Full/
MSG.xsd AVAILABLE
AMOUNT

/EffectiveTimePeriod/ LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Start Date

StartDateTime ExecuteQuery- GEM_BODY/ Limit Details
Res-Full- Facility-Full/
MSG.xsd LINESTARTDATE

/EffectiveTimePeriod/ LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Expiry Date

EndDateTime ExecuteQuery- GEM_BODY/ Limit Details
Res-Full- Facility-Full/
MSG.xsd LINEEXPIRYDATE

172 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCollectionEBM

Table 31. QueryLineOfCreditResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/CustomerParty LSFacilityService GE-Facility GEM_RES_ENV/ FINS BIB Liability

Reference/ ExecuteQuery- GEM_BODY/ Account Number
PartyIdentification/ID Res-Full- Facility-Full/
MSG.xsd LIABID FINS BIB
Contact

/ParentLineOfCredit LSFacilityService GE-Facility MAINLINEID FINS BIB Main Line

Reference/ ExecuteQuery- derived main line Limit Details Number
LineOfCredit Res-Full- ID from table
Identification/ID MSG.xsd

QueryDocumentaryCollectionEBM
The QueryDocumentaryCollectionEBM integration objects, associated with the Documentary
Collection EBO, are used in query operations in the Integration to retrieve contract information from
Oracle FLEXCUBE Universal Banking - Bills and Collections. The application mappings used by the
QueryDocumentaryCollectionEBM integration objects for the query operation are described in this
topic.

Operation
Query

Service Consumer
Siebel CRM

Service Provider
Oracle FLEXCUBE Universal Banking

EBM Request and Response Operational Elements

■ QueryDocumentaryCollectionEBM/DataArea/QueryDocumentaryCollection

■ QueryDocumentaryCollectionResponseEBM/DataArea/QueryDocumentaryCollectionResponse

Information about the QueryDocumentaryCollectionEBM request-and-response messages is provided

in the following topics.

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 17 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCollectionEBM

QueryDocumentaryCollectionEBM
Table 32 lists the mapping information for the QueryDocumentaryCollectionEBM.

Table 32. QueryDocumentaryCollectionEBM

Siebel
Oracle Oracle Contact Siebel
FLEXCUBE FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Service Name Interface Object Interface Column Component Field

/Identification FCUBSBCService BCContract- FCUBS_REQ_ENV/ FINS BIB Contract

/ID Query-Req- FCBUBS_BODY/ Contract Reference
MSG.xsd BCContract- Num
Query_Req/FCCREF

/Identification/ FCUBSBCService BCContract- FCUBS_REQ_ENV/ FINS BIB Branch

ContextID Query-Req- FCBUBS_BODY/ Contract Code
MSG.xsd BCContract-
Query_Req/BRN

QueryDocumentaryCollectionResponseEBM
Table 33 lists the mapping information for the QueryDocumentaryCollectionResponseEBM.

Table 33. QueryDocumentaryCollectionResponseEBM

Oracle Oracle
Oracle FLEXCUBE FLEXCUBE Siebel Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/Identification/ID FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Contract

Query-Res- /FCUBS_BODY/ Contract Reference
FULL.xsd Contract-Details/ Num
FCCREF

/BookedDate FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Issue Date

Query-Res- /FCUBS_BODY/ Contract
FULL.xsd Contract-Details/
TXNDT

/EffectiveDate FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Value Date

Query-Res- /FCUBS_BODY/ Contract
FULL.xsd Contract-Details/
VALDT

/NormalPayment FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Reimbursem

ProcessingDuration Query-Res- /FCUBS_BODY/ Contract ent Days
FULL.xsd Contract-Details/
REIMBDAYS

/CurrencyCode FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Currency

Query-Res- /FCUBS_BODY/ Contract Code
FULL.xsd Contract-Details/
BLCCY

174 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCollectionEBM

Table 33. QueryDocumentaryCollectionResponseEBM

Oracle Oracle
Oracle FLEXCUBE FLEXCUBE Siebel Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/ContractAmount FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Contract

Query-Res- /FCUBS_BODY/ Contract Amount
FULL.xsd Contract-Details/
BLAMT

/Outstanding FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Bill

Amount Query-Res- /FCUBS_BODY/ Contract Outstanding
FULL.xsd Contract-Details/ Amount
BLDUEAMT

/Discrepancy Not applicable Not applicable Y if discrepancy FINS BIB Discrepan-

Indicator has occurred, Contract cies Flag
else N.

/PaymentException Not applicable Not applicable Y If payment FINS BIB Exceptions

Indicator exception Contract Flag
occurs, else N.

/OperationType FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Operation

Code Query-Res- /FCUBS_BODY/ Contract Code
FULL.xsd Contract-Details/
OPERATION

/UsanceTimePeriod FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Base Date

/StartDateTime Query-Res- /FCUBS_BODY/ Contract
FULL.xsd Contract-Details/
BASEDT

/UsanceTimePeriod FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Tenor

/Duration Query-Res- /FCUBS_BODY/ Contract
FULL.xsd Contract-Details/
TENORCODE

/Status/Code FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Contract

Query-Res- /FCUBS_BODY/ Contract Status
FULL.xsd Contract-Details/
CONTSTAT

/InterestSchedule/ FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Interest

InterestRate Query-Res- /FCUBS_BODY/ Contract Rate
FULL.xsd Contract-Details/
INTRATE

/ItemReference/ FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Product

ItemIdentification/ Query-Res- /FCUBS_BODY/ Contract
ID FULL.xsd Contract-Details/
PRODUCT

/LineOfCredit Not applicable Not applicable Value is derived, FINS BIB LC Reference
Reference/ based on Contract Number
LineOfCredit OURLCREF or
Identification/Id THRLCREF.

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 17 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCollectionEBM

Table 33. QueryDocumentaryCollectionResponseEBM

Oracle Oracle
Oracle FLEXCUBE FLEXCUBE Siebel Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/Financial Not applicable Not applicable Branch Code FINS BIB Branch Code
InstitutionBranch Contract
BusinessUnit
Reference/
BusinessUnit
Identification/ID

/InterestSchedule/ FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Interest

Outstanding Query-Res- /FCUBS_BODY/ Contract Accrued
InterestAmount FULL.xsd Contract-Details/
AQRDAMT

/UsanceTimePeriod FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Maturity

/EndDateTime Query-Res- /FCUBS_BODY/ Contract Date
FULL.xsd Contract-Details/
MATDT

/RenewalCount Not applicable Not applicable Number of FINS BIB Number Of

rollover events Contract Rollover
fired on this
contract

/LoanAvailed Not applicable Not applicable Y if contract FINS BIB Loan

Indicator linkages exists, Contract Linkage Flag
else N.

Drawee

/Documentary FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Party Id

CollectionDrawee/ Query-Res- /FCUBS_BODY/ Contract Parties
Documentary FULL.xsd Contract-Details/ VBC
CollectionDrawee Parties-Details/
PersonParty/Person PRTYID
PartyReference
/PersonName/
Identification/ID

/Documentary FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Party Name

CollectionDrawee/ Query-Res- /FCUBS_BODY/ Contract Parties
Documentary FULL.xsd Contract-Details/ VBC
CollectionDrawee Parties-Details/
PersonParty/Person PRTYNAME
PartyReference/
PersonName/
FullName

Not applicable FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Party Type

Query-Res- /FCUBS_BODY/ Contract Parties
FULL.xsd Contract-Details/ VBC
Parties-Details/
PRTYTYPE

176 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCollectionEBM

Table 33. QueryDocumentaryCollectionResponseEBM

Oracle Oracle
Oracle FLEXCUBE FLEXCUBE Siebel Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/Documentary Not applicable Not applicable Country code FINS BIB Party
CollectionDrawee/ Contract Parties Country
Documentary VBC
CollectionDrawee
PersonParty/Person
PartyReference/
LocationReference/
Address/Country
Code

Drawer

/Documentary FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Party Id

CollectionDrawer/ Query-Res- /FCUBS_BODY/ Contract Parties
Documentary FULL.xsd Contract-Details/ VBC
CollectionDrawer Parties-Details/
PersonParty/Person PRTYID
PartyReference/
PersonName/
Identification/ID

/Documentary FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Party Name

CollectionDrawer Query-Res- /FCUBS_BODY/ Contract Parties
/Documentary FULL.xsd Contract-Details/ VBC
CollectionDrawer Parties-Details/
PersonParty/Person PRTYNAME
PartyReference/
PersonName/
FullName

Not applicable FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Party Type

Query-Res- /FCUBS_BODY/ Contract Parties
FULL.xsd Contract-Details/ VBC
Parties-Details/
PRTYTYPE

/Documentary Not applicable Not applicable Country code FINS BIB Party
CollectionDrawer/ Contract Parties Country
Documentary VBC
CollectionDrawer
PersonParty/Person
PartyReference/
LocationReference/
Address/Country
Code

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 17 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 33. QueryDocumentaryCollectionResponseEBM

Oracle Oracle
Oracle FLEXCUBE FLEXCUBE Siebel Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

Discrepancy

/Documentary FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Discrepancy

Collection Query-Res- /FCUBS_BODY/ Contract Description
Discrepancy/ FULL.xsd Contract-Details/ Discrepancy
Description Discrepancy- Details VBC
Details/
DISCDESC

/Documentary FCUBSBCService BCContract- FCUBS_RES_ENV FINS BIB Resolved

Collection Query-Res- /FCUBS_BODY/ Contract
Discrepancy/Status FULL.xsd Contract-Details/ Discrepancy
/Code Discrepancy- Details VBC
Details/
DISCRESFLAG

QueryDocumentaryCreditEBM
The QueryDocumentaryCreditEBM integration objects, associated with the Documentary Credit EBO,
are used in query operations in the Integration to retrieve contract information from Oracle
FLEXCUBE Universal Banking- Letters Of Credit. The application mappings used by the
QueryDocumentaryCreditEBM integration objects for the query operation are described in this topic.

Operation
Query

Service Consumer
Siebel CRM

Service Provider
Oracle FLEXCUBE Universal Banking

EBM Request and Response Operational Elements

■ QueryDocumentaryCreditEBM/DataArea/QueryDocumentaryCredit

■ QueryDocumentaryCreditEBMResponse/DataArea/QueryDocumentaryCreditResponse

Information about the QueryDocumentaryCreditEBM request-and-response messages is provided in

the following topics.

178 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

QueryDocumentaryCreditEBM
Table 34 lists the mapping information for the QueryDocumentaryCreditEBM.

Table 34. QueryDocumentaryCreditEBM

Oracle
Oracle FLEXCUBE Siebel Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/Identification/ID FCUBSLCService LC- FCUBS_REQ_ENV/ FINS BIB Contract

QueryContract- FCUBS_BODY Contract Reference
Req-IO- /Contract-details- Num
MSG.xsd IO/CONREFNO

/Identification/ Not applicable Not applicable Branch Code FINS BIB Branch Code
ContextID (derived) Contract

QueryDocumentaryCreditResponseEBM
Table 35 lists the mapping information for the QueryDocumentaryCreditResponseEBM.

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Identification/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

ID Contract-Res- FCUBS_BODY/ Contract Reference
Full-MSG.xsd Contract-Details- Num
Full/CONREFNO

/Status/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Operation

SubStatusCode Contract-Res- FCUBS_BODY/ Contract Code
Full-MSG.xsd Contract-Details-
Full/OPERCD

/CurrencyCode FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Currency

Contract-Res- FCUBS_BODY/ Contract Code
Full-MSG.xsd Contract-Details-
Full/CONTCCY

/Contract FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

Amount Contract-Res- FCUBS_BODY/ Contract Amount
Full-MSG.xsd Contract-Details-
Full/CONTAMT

/AvailedAmount FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Current

Contract-Res- FCUBS_BODY/ Availability
Full-MSG.xsd Contract-Details-
Full/CURRAVAIL

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 17 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Estimated FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Bill

Financial Contract-Res- FCUBS_BODY/ Contract Outstand-
Institution Full-MSG.xsd Contract-Details- ing
LiabilityAmount Full/OSLIAB Amount

/IssueDate FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Issue Date

Contract-Res- FCUBS_BODY/ Contract
Full-MSG.xsd Contract-Details-
Full/ISSDT

/CloseDate FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Closure

Contract-Res- FCUBS_BODY/ Contract Date
Full-MSG.xsd Contract-Details-
Full/CLOSDT

/EffectiveTime FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Effective

Period/StartDate Contract-Res- FCUBS_BODY/ Contract Date
Time Full-MSG.xsd Contract-Details-
Full/EFFDT

/EffectiveTime FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Expiry

Period/EndDate Contract-Res- FCUBS_BODY/ Contract Date
Time Full-MSG.xsd Contract-Details-
Full/EXPDT

/ItemReference FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Product

/Item Contract-Res- FCUBS_BODY/ Contract
Identification/ID Full-MSG.xsd Contract-Details-
Full/PRDCD

/ItemReference/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

TypeCode Contract-Res- FCUBS_BODY/ Contract Type
Full-MSG.xsd Contract-Details-
Full/PRDTP

/ItemReference/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Product

Description Contract-Res- FCUBS_BODY/ Contract Descrip-
Full-MSG.xsd Contract-Details- tion
Full/PRDDESC

/Financial Not applicable Not applicable Branch Code FINS BIB Branch
Institution Contract Code
BranchBusiness
UnitReference/
BusinessUnit
Identification/ID

/Status/Code FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

Contract-Res- FCUBS_BODY/ Contract Status
Full-MSG.xsd Contract-Details-
Full/TXNSTAT

180 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

Applicant

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

Reference Contract-Res- FCUBS_BODY/ Contract Parties
/PersonName/ Full-MSG.xsd Contract-Details- VBC
TypeCode Full/Party-Details/
PARTYDESC
FCUBS_RES_ENV/
FCUBS_BODY/
Contract-Details-
Full/Party-Details/
PRTYTYP

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party

Reference Contract-Res- FCUBS_BODY/ Contract Parties Name
/PersonName/ Full-MSG.xsd Contract-Details- VBC
FullName Full/Party-Details/
CUSTNAME

/CustomerParty Not applicable Not applicable Party Country FINS BIB Party
Reference Contract Parties Country
/Location VBC
Reference/
Address/Country
Code

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

Reference Contract-Res- FCUBS_BODY/ Contract Parties
/Party Full-MSG.xsd Contract-Details- VBC
Identification/ID Full/Party-Details/
PARTYCIFID

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

Reference Contract-Res- FCUBS_BODY/ Contract Parties
/Party Full-MSG.xsd Contract-Details- VBC
Identification Full/Party-Details/
/ContextID CUSTREFNO

Advising Bank

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

CreditAdvising Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial PARTYDESC
Institution
FCUBS_RES_ENV/
Reference/Type
Code FCUBS_BODY/
Contract-Details-
Full/Party-Details/
PRTYTYP

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 18 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party

CreditAdvising Contract-Res- FCUBS_BODY/ Contract Parties Name
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial CUSTNAME
Institution
Reference/
Organization
Name

/Documentary Not applicable Not applicable Party Country FINS BIB Party
CreditAdvising Contract Parties Country
Financial VBC
Institution/
Financial
Institution
Reference/
Location
Reference/
Address/Country
Code

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

CreditAdvising Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution Full/Party-Details/
/Financial PARTYCIFID
Institution
Reference/Party
Identification/ID

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

CreditAdvising Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial CUSTREFNO
Institution
Reference/Party
Identification/
ContextID

Applicant’s Bank

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

CreditDrawee Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial PARTYDESC
Institution
FCUBS_RES_ENV/
Reference/
TypeCode FCUBS_BODY/
Contract-Details-
Full/Party-Details/
PRTYTYP

182 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party

CreditDrawee Contract-Res- FCUBS_BODY/ Contract Parties Name
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial CUSTNAME
Institution
Reference/
Organization
Name

/Documentary Not applicable Not applicable Party Country FINS BIB Party
CreditDrawee Contract Parties Country
Financial VBC
Institution/
Financial
Institution
Reference/
Location
Reference/
Address
/CountryCode

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

CreditDrawee Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial PARTYCIFID
Institution
Reference/Party
Identification/ID

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

CreditDrawee Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial CUSTREFNO
Institution
Reference/Party
Identification/
ContextID

Beneficary

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Defaulted

BenificaryPerson Contract-Res- FCUBS_BODY/ Contract Parties to
Party/ Full-MSG.xsd Contract-Details- VBC Benificary
PersonParty Full/Party-Details/
Reference/ PARTYDESC
PersonName/
FCUBS_RES_ENV/
TypeCode
FCUBS_BODY/
Contract-Details-
Full/Party-Details/
PRTYTYP

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 18 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party

BenificaryPerson Contract-Res- FCUBS_BODY/ Contract Parties Name
Party/Person Full-MSG.xsd Contract-Details- VBC
PartyReference/ Full/Party-Details/
PersonName/ CUSTNAME
FullName

/Benificary/ Not applicable Not applicable Party Country FINS BIB Party
BenificaryPerson Contract Parties Country
Party/Person VBC
PartyReference/
Location
Reference/
Address/Country
Code

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

BenificaryPerson Contract-Res- FCUBS_BODY/ Contract Parties
Party/Person Full-MSG.xsd Contract-Details- VBC
PartyReference Full/Party-Details/
/Party PARTYCIFID
IDentification/ID

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

BenificaryPerson Contract-Res- FCUBS_BODY/ Contract Parties
Party/Person Full-MSG.xsd Contract-Details- VBC
PartyReference/ Full/Party-Details/
Party CUSTREFNO
IDentification
/ContextID

Confirming Bank

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

CreditConfirming Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial PARTYDESC
Institution
FCUBS_RES_ENV/
Reference/
FCUBS_BODY/
TypeCode
Contract-Details-
Full/Party-Details/
PRTYTYP

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party

CreditConfirming Contract-Res- FCUBS_BODY/ Contract Parties Name
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial CUSTNAME
Institution
Reference/
Organization
Name

184 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Documentary Not applicable Not applicable Party Country FINS BIB Party
CreditConfirming Contract Parties Country
Financial VBC
Institution/
Financial
Institution
Reference/
Location
Reference/
Address/Country
Code

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

CreditConfirming Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial PARTYCIFID
Institution
Reference/Party
Identification/ID

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

CreditConfirming Contract-Res- FCUBS_BODY/ Contract Parties
Financial Full-MSG.xsd Contract-Details- VBC
Institution/ Full/Party-Details/
Financial CUSTREFNO
Institution
Reference/Party
Identification/
ContextID

Reimbursing Bank

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

Credit Contract-Res- FCUBS_BODY/ Contract Parties
Reimbursing Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ PARTYDESC
Financial
FCUBS_RES_ENV/
Institution
FCUBS_BODY/
Reference/Type
Code Contract-Details-
Full/Party-Details/
PRTYTYP

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party

Credit Contract-Res- FCUBS_BODY/ Contract Parties Name
Reimbursing Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ CUSTNAME
Financial
Institution
Reference/
Organization
Name

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 18 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Documentary Not applicable Not applicable Party Country FINS BIB Party
Credit Contract Parties Country
Reimbursing VBC
Financial
Institution/
Financial
Institution
Reference/
Location
Reference/
Address/Country
Code

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

Credit Contract-Res- FCUBS_BODY/ Contract Parties
Reimbursing Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ PARTYCIFID
Financial
Institution
Reference/Party
Identification/ID

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

Credit Contract-Res- FCUBS_BODY/ Contract Parties
Reimbursing Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ CUSTREFNO
Financial
Institution
Reference/Party
Identification/
ContextID

Transferee 1

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

Credit Contract-Res- FCUBS_BODY/ Contract Parties
Transferring Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ PARTYDESC
Financial
FCUBS_RES_ENV/
Institution
FCUBS_BODY/
Reference/
TypeCode Contract-Details-
Full/Party-Details/
PRTYTYP

186 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party

Credit Contract-Res- FCUBS_BODY/ Contract Parties Name
Transferring Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ CUSTNAME
Financial
Institution
Reference/
Organization
Name

/Documentary Not applicable Not applicable Party Country FINS BIB Party
Credit Contract Parties Country
Transferring VBC
Financial
Institution/
Financial
Institution
Reference/
Location
Reference/
Address/Country
Code

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

Credit Contract-Res- FCUBS_BODY/ Contract Parties
Transferring Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ PARTYCIFID
Financial
Institution
Reference/Party
Identification/ID

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

Credit Contract-Res- FCUBS_BODY/ Contract Parties
Transferring Full-MSG.xsd Contract-Details- VBC
Financial Full/Party-Details/
Institution/ CUSTREFNO
Financial
Institution
Reference/Party
Identification/
ContextID

Commissions

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Compon-

CreditCharge Contract-Res- FCUBS_BODY/ Contract ent
/Charge Full-MSG.xsd Contract-Details- Commissions Descrip-
/Description Full/Commission/ VBC tion
Commission-
Details/COMPNT

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 18 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryDocumentaryCreditEBM

Table 35. QueryDocumentaryCreditResponseEBM

Oracle Oracle Oracle FLEXCUBE Siebel Contact Siebel

FLEXCUBE FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Compon-

CreditCharge/ Contract-Res- FCUBS_BODY/ Contract ent
Charge/Amount Full-MSG.xsd Contract-Details- Commissions Amount
Full/Commission/ VBC
Commission-
Details/AMT

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Currency

CreditCharge/ Contract-Res- FCUBS_BODY/ Contract
Charge/Amount/ Full-MSG.xsd Contract-Details- Commissions
@CurrencyCode Full/Commission/ VBC
Commission-
Details/CCY

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Good Until

CreditCharge Contract-Res- FCUBS_BODY/ Contract Date
Charge/Charge/ Full-MSG.xsd Contract-Details- Commissions
TimePeriod/ Full/Commission/ VBC
EndDateTime Commission-
Details/
GOODDATE

Bills and Collections Linkage

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Bill

Credit Contract-Res- FCUBS_BODY/ Contract BC Reference
Documentary Full-MSG.xsd Contract-Details- Linkages VBC Num
Collection/ Full/Commission/
Documentary Commission-
Collection Details/BCREFNO
Reference/
Documentary
Collection
Identification/ID

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Amount

Credit Contract-Res- FCUBS_BODY/ Contract BC
Documentary Full-MSG.xsd Contract-Details- Linkages VBC
Collection/ Full/Commission/
Amount Commission-
Details/BILL_AMT

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Currency

Credit Contract-Res- FCUBS_BODY/ Contract BC
Documentary Full-MSG.xsd Contract-Details- Linkages VBC
Collection/ Full/Commission/
Amount/ Commission-
@CurrencyCode Details/BCCY

Goods Code

/Documentary FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Goods

Credit Contract-Res- FCUBS_BODY/ Contract Code or
Commodity/Type Full-MSG.xsd Contract-Details- Descrip-
Code Full/Goods- tion
Details/GOODCD

188 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryBankGuaranteeEBM

QueryBankGuaranteeEBM
The QueryBankGuaranteeEBM integration objects, associated with the BankGuarantee EBO, are used
in query operations in the Integration to retrieve contract information from Oracle FLEXCUBE
Universal Banking - Bank Guarantee. The application mappings used by the
QueryBankGuaranteeEBM integration objects for the query operation are described in this topic.

Operation
Query

Service Consumer
Siebel CRM

Service Provider
Oracle FLEXCUBE Universal Banking

EBM Request and Response Operational Elements

■ QueryBankGuaranteeEBM/DataArea/QueryBankGuarantee

■ QueryBankGuaranteeResponseEBM/DataArea/QueryBankGuaranteeResponse

Information about the QueryBankGuaranteeEBM request-and-response messages is provided in the

following topics.

QueryBankGuaranteeEBM
Table 36 lists the mapping information for the QueryBankGuaranteeEBM.

Table 36. QueryBankGuaranteeEBM

Siebel
Oracle Contact Siebel
FLEXCUBE Oracle FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Service Name Interface Object Interface Column Component Field

/Identification/ID FCUBSLCService LC-QueryContract- FCUBS_REQ_ENV/ FINS BIB Contract

Req-IO-MSG.xsd FCUBS_BODY/ Contract Reference
CONTRACT-Details- Num
IO/CONREFNO

/Identification/ Not applicable Not applicable Branch Code FINS BIB Branch
ContextID Contract Code

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 18 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryBankGuaranteeEBM

QueryBankGuaranteeResponseEBM
Table 37 lists the mapping information for the QueryBankGuaranteeResponseEBM.

Table 37. QueryBankGuaranteeResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/Identification/ID FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

Contract-Res- FCUBS_BODY/ Contract Reference
Full-MSG.xsd Contract-Details- Num
Full/CONREFNO

/Status/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Operation

SubStatusCode Contract-Res- FCUBS_BODY/ Contract Code
Full-MSG.xsd Contract-Details-
Full/OPERCD

/CurrencyCode FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Currency

Contract-Res- FCUBS_BODY/ Contract Code
Full-MSG.xsd Contract-Details-
Full/CONTCCY

/ContractAmount FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

Contract-Res- FCUBS_BODY/ Contract Amount
Full-MSG.xsd Contract-Details-
Full/CONTAMT

/AvailedAmount FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Current

Contract-Res- FCUBS_BODY/ Contract Availability
Full-MSG.xsd Contract-Details-
Full/CURRAVAIL

/EstimatedFinancial FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Bill

InstitutionLiability Contract-Res- FCUBS_BODY/ Contract Outstanding
Amount Full-MSG.xsd Contract-Details- Amount
Full/OSLIAB

/IssueDate FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Issue Date

Contract-Res- FCUBS_BODY/ Contract
Full-MSG.xsd Contract-Details-
Full/ISSDT

/CloseDate FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Closure

Contract-Res- FCUBS_BODY/ Contract Date
Full-MSG.xsd Contract-Details-
Full/CLOSDT

/EffectiveTime FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Effective

Period/StartDate Contract-Res- FCUBS_BODY/ Contract Date
Time Full-MSG.xsd Contract-Details-
Full/EFFDT

/EffectiveTime FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Expiry Date

Period/EndDateTime Contract-Res- FCUBS_BODY/ Contract
Full-MSG.xsd Contract-Details-
Full/EXPDT

190 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryBankGuaranteeEBM

Table 37. QueryBankGuaranteeResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/ItemReference/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Product

ItemIdentification/ID Contract-Res- FCUBS_BODY/ Contract
Full-MSG.xsd Contract-Details-
Full/PRDCD

/ItemReference/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

TypeCode Contract-Res- FCUBS_BODY/ Contract Type
Full-MSG.xsd Contract-Details-
Full/PRDTP

/ItemReference/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Product

Description Contract-Res- FCUBS_BODY/ Contract Description
Full-MSG.xsd Contract-Details-
Full/PRDDESC

/FinancialInstitution Not applicable Not applicable Branch Code FINS BIB Branch
BranchBusinessUnit Contract Code
Reference/Business
UnitIdentification/ID

/Status/Code FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Contract

Contract-Res- FCUBS_BODY/ Contract Status
Full-MSG.xsd Contract-Details-
Full/TXNSTAT

/TypeCode FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Guarantee

Contract-Res- FCUBS_BODY/ Contract Type
Full-MSG.xsd Contract-Details-
Full/ISSREQ

/Description FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Guarantee

Contract-Res- FCUBS_BODY/ Contract Description
Full-MSG.xsd Contract-Details-
Full/GUARNTYP

Applicant

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

Reference Contract-Res- FCUBS_BODY/ Contract
/PersonName/ Full-MSG.xsd Contract-Details- Parties VBC
TypeCode Full/Party-Details/
PARTYDESC

FCUBS_RES_ENV/
FCUBS_BODY/
Contract-Details-
Full/Party-Details/
PRTYTYP

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Name

Reference/ Contract-Res- FCUBS_BODY/ Contract
PersonName/ Full-MSG.xsd Contract-Details- Parties VBC
FullName Full/Party-Details/
CUSTNAME

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 19 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryBankGuaranteeEBM

Table 37. QueryBankGuaranteeResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/CustomerParty Not applicable Not applicable Party Country FINS BIB Party
Reference/Location Contract Country
Reference/Address/ Parties VBC
CountryCode

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

Reference/Party Contract-Res- FCUBS_BODY/ Contract
Identification/ID Full-MSG.xsd Contract-Details- Parties VBC
Full/Party-Details/
PARTYCIFID

/CustomerParty FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

Reference/Party Contract-Res- FCUBS_BODY/ Contract
Identification/ Full-MSG.xsd Contract-Details- Parties VBC
ContextID Full/Party-Details/
CUSTREFNO

Beneficiary

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

Benificary Contract-Res- FCUBS_BODY/ Contract
PersonParty/Person Full-MSG.xsd Contract-Details- Parties VBC
PartyReference/ Full/Party-Details/
PersonName/ PARTYDESC
TypeCode
FCUBS_RES_ENV/
FCUBS_BODY/
Contract-Details-
Full/Party-Details/
PRTYTYP

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Name

Benificary Contract-Res- FCUBS_BODY/ Contract
PersonParty/Person Full-MSG.xsd Contract-Details- Parties VBC
PartyReference/ Full/Party-Details/
PersonName/ CUSTNAME
FullName

/Benificary/ Not applicable Not applicable Party Country FINS BIB Party
Benificary Contract Country
PersonParty/Person Parties VBC
PartyReference/
LocationReference/
Address/Country
Code

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

Benificary Contract-Res- FCUBS_BODY/ Contract
PersonParty/Person Full-MSG.xsd Contract-Details- Parties VBC
PartyReference/Party Full/Party-Details/
IDentification/ID PARTYCIFID

192 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryBankGuaranteeEBM

Table 37. QueryBankGuaranteeResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/Benificary/ FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

Benificary Contract-Res- FCUBS_BODY/ Contract
PersonParty/Person Full-MSG.xsd Contract-Details- Parties VBC
PartyReference/ Full/Party-Details/
PartyIDentification/ CUSTREFNO
ContextID

Advising Bank

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Type

AdvisingFinancial Contract-Res- FCUBS_BODY/ Contract
Institution/Financial Full-MSG.xsd Contract-Details- Parties VBC
InstitutionReference/ Full/Party-Details/
TypeCode PARTYDESC

FCUBS_RES_ENV/
FCUBS_BODY/
Contract-Details-
Full/Party-Details/
PRTYTYP

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Name

AdvisingFinancial Contract-Res- FCUBS_BODY/ Contract
Institution/Financial Full-MSG.xsd Contract-Details- Parties VBC
InstitutionReference/ Full/Party-Details/
OrganizationName CUSTNAME

/BankGuarantee Not applicable Not applicable Party Country FINS BIB Party
AdvisingFinancial Contract Country
Institution/Financial Parties VBC
InstitutionReference/
LocationReference/
Address/
CountryCode

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Party Id

AdvisingFinancial Contract-Res- FCUBS_BODY/ Contract
Institution/Financial Full-MSG.xsd Contract-Details- Parties VBC
InstitutionReference/ Full/Party-Details/
PartyIDentification/ PARTYCIFID
ID

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Reference

AdvisingFinancial Contract-Res- FCUBS_BODY/ Contract
Institution/Financial Full-MSG.xsd Contract-Details- Parties VBC
InstitutionReference/ Full/Party-Details/
PartyIDentification/ CUSTREFNO
ContextID

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 19 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryMarketingOfferEBM

Table 37. QueryBankGuaranteeResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

Commissions

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Component

Charge/Charge Contract-Res- FCUBS_BODY/ Contract Description
/Description Full-MSG.xsd Contract-Details- Commissions
Full/Commission/ VBC
Commission-
Details/COMPNT

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Component

Charge/Charge Contract-Res- FCUBS_BODY/ Contract Amount
/Amount Full-MSG.xsd Contract-Details- Commissions
Full/Commission/ VBC
Commission-
Details/AMT

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Currency

Charge/Charge Contract-Res- FCUBS_BODY/ Contract
/Amount Full-MSG.xsd Contract-Details- Commissions
/@CurrencyCode Full/Commission/ VBC
Commission-
Details/CCY

/BankGuarantee FCUBSLCService LC-Query FCUBS_RES_ENV/ FINS BIB Good Until

Charge/Charge/Time Contract-Res- FCUBS_BODY/ Contract Date
Period/EndDateTime Full-MSG.xsd Contract-Details- Commissions
Full/Commission/ VBC
Commission-
Details/
GOODDATE

QueryMarketingOfferEBM
The QueryMarketingOfferEBM integration objects, associated with the MarketingOfferEBO, are used
in query operations in the Integration to retrieve offers from Siebel CRM with a status of Contact
Specific - Active. The application mappings used by the QueryMarketingOfferEBM integration objects
for the query operation are described in this topic.

Operation
Query

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

194 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryMarketingOfferEBM

EBM Request and Response Operational Elements

■ QueryMarketingOfferListEBM/DataArea/Query/QueryCriteria/QueryExpression/ValueExpression

■ QueryMarketingOfferListResponseEBM/DataArea/QueryMarketingOfferListResponse

Information about the QueryMarketingOfferEBM request-and-response messages is provided in the

following topics.

QueryMarketingOfferEBM
Table 38 lists the mapping information for the QueryMarketingOfferEBM.

Table 38. QueryMarketingOfferEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

Element Path = Not applicable ST-QueryOffer FCUBS_QUERYOFFER Campaign List Contact

"Customer Number" Service-Req- DETAILS_REQ Contact Id
Element Value = IO-MSG.xsd /FCUBS_BODY/BLK_
<Value> QUER_RESULT/
CUSTNO

QueryMarketingOfferResponseEBM
Table 39 lists the mapping information for the QueryMarketingOfferResponseEBM.

Table 39. QueryMarketingOfferResponseEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/Name Not applicable ST-QueryOffer FCUBS_QUERYOFFERDET Parent Offer Name

Service-Res- AILS_RES/FCUBS_BODY
Full-MSG.xsd /BLK_QUER_RESULT/
OFFERDESC

/EffectiveTime Not applicable ST-QueryOffer FCUBS_QUERYOFFERDET Parent Offer Valid

Period/Start Service-Res- AILS_RES/FCUBS_BODY Start Date
DateTime Full-MSG.xsd /BLK_QUER_RESULT/
FRMDT

/EffectiveTime Not applicable ST-QueryOffer FCUBS_QUERYOFFERDET Parent Offer Valid End

Period/EndDate Service-Res- AILS_RES/FCUBS_BODY Date
Time Full-MSG.xsd /BLK_QUER_RESULT/
TODT

/Identification Not applicable ST-QueryOffer FCUBS_QUERYOFFERDET Parent Offer Offer

/ID Service-Res- AILS_RES/FCUBS_BODY Number
Full-MSG.xsd /BLK_QUER_RESULT/
OFRCD

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 19 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CreateSalesOpportunityEBM

CreateSalesOpportunityEBM
The CreateSalesOpportunityEBM integration object, associated with the SalesOpportunityEBO, is
used in the following create operations in the Integration:

■ Create lead in Siebel CRM using existing customer and product

■ Create lead in Siebel CRM using product

■ Create lead in Siebel CRM using existing customer and offer

■ Create lead in Siebel CRM using offer

The application mappings used by the CreateSalesOpportunityEBM integration object for this
operation are described in this topic.

Operation
Create

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

CreateSalesOpportunityEBM/DataArea/CreateSalesOpportunity

Table 40 lists the mapping information for the CreateSalesOpportunityEBM request message.

Table 40. CreateSalesOpportunityEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/Note/Content Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Description

Service-Res- FCUBS_BODY/
Full-MSG.xsd Lead-Details-Full/
REMARKS

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Not

Reference/ Service-Res- FCUBS_BODY/ applicable
PartyIdentification/ID Full-MSG.xsd Lead-Details-Full/
CUSTNO

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Contact Id

Reference/Party Service-Res- FCUBS_BODY/
Identification/ Full-MSG.xsd Lead-Details-Full/ Account Id
ApplicationObjectKey/ XREF
ID

196 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ CreateSalesOpportunityEBM

Table 40. CreateSalesOpportunityEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/CustomerParty Not applicable ST-QueryLead Values are I or C Lead Not

Reference/Party Service-Res- (Individual applicable
Identification/ Full-MSG.xsd customer,
ApplicationObjectKey/ Corporate
ContextID customer)

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ List Mgmt Account

Reference/ Service-Res- FCUBS_BODY/ Prospective
OrganizationName Full-MSG.xsd Lead-Details-Full/ Contact
CORPORATE_NAME

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Contact

Reference/Person Service-Res- FCUBS_BODY/ First Name
Name/FirstName Full-MSG.xsd Lead-Details-Full/
FSTNM

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Contact

Reference/Person Service-Res- FCUBS_BODY/ Last Name
Name/FamilyName Full-MSG.xsd Lead-Details-Full/
LSTNM Prospect
First Name

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Prospect

Reference/Contact Service-Res- FCUBS_BODY/ Work
/ContactPhone Full-MSG.xsd Lead-Details-Full/ Phone
Communication TELEPHONE
/PhoneCommunication
/CompleteNumber

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Prospect

Reference/Contact Service-Res- FCUBS_BODY/ Email
/ContactEmail Full-MSG.xsd Lead-Details-Full/ Address
Communication EMAIL
/EmailCommunication
/URI

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ List Mgmt Street

Reference/Location Service-Res- FCUBS_BODY/ Prospective Address
Reference/Address/ Full-MSG.xsd Lead-Details-Full/ Contact
LineOne ADDRESS1

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ List Mgmt Street

Reference/Location Service-Res- FCUBS_BODY/ Prospective Address 2
Reference/Address/ Full-MSG.xsd Lead-Details-Full/ Contact
LineTwo ADDRESS2

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ List Mgmt City

Reference/Location Service-Res- FCUBS_BODY/ Prospective
Reference/Address/ Full-MSG.xsd Lead-Details-Full/ Contact
LineThree ADDRESS3

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ Not Not

Reference/Location Service-Res- FCUBS_BODY/ applicable applicable
Reference/Address/ Full-MSG.xsd Lead-Details-Full/
Line Four ADDRESS4

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EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

Table 40. CreateSalesOpportunityEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ List Mgmt State

Reference/Location Service-Res- FCUBS_BODY/ Prospective
Reference/Address/ Full-MSG.xsd Lead-Details-Full/ Contact
StateName ADDRESS4

/CustomerParty Not applicable ST-QueryLead FCUBS_RES_ENV/ List Mgmt Postal Code

Reference/Location Service-Res- FCUBS_BODY/ Prospective
Reference/Address/ Full-MSG.xsd Lead-Details-Full/ Contact
PostalCode ADDRESS4

/SalesOpportunity Not applicable Not applicable Not applicable Lead Lead

Line/Status/Code Status

/SalesOpportunity Not applicable ST-QueryLead FCUBS_RES_ENV/ Lead Product

Line/ItemReference/ Service-Res- FCUBS_BODY/ Interest
ItemIdentification/ID Full-MSG.xsd Lead-Details-Full/
Leadprod-Details/ Offer
Number
PROUCT_CODE

/SalesOpportunity Not applicable ST-QueryLead FCUBS_RES_ENV/ Not Not

Line/ItemReference/ Service-Res- FCUBS_BODY/ applicable applicable
TypeCode Full-MSG.xsd Lead-Details-Full/
Leadoffer-Details/
OFFRCD

/SalesOpportunity Not applicable ST-QueryLead FCUBS_RES_ENV/ Response Outcome

Line/Status/Code Service-Res- FCUBS_BODY/ Code
Full-MSG.xsd Lead-Details-Full/
Leadoffer-Details/
RESPONSE

/SalesOpportunity Not applicable Not applicable Branch Code Not Not

Source/Business applicable applicable
UnitReference
/BusinessUnit
Identification/ID

ServiceRequestEBM
The ServiceRequestEBM integration objects, associated with the ServiceRequestEBO, are used in
create, update and query operations in the Integration. The application mappings used by the
ServiceRequestEBM integration objects for each of these operations is provided in the following
topics:

■ “CreateServiceRequestEBM” on page 199

■ “UpdateServiceRequestEBM” on page 202

■ “QueryServiceRequestListEBM” on page 204

198 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

CreateServiceRequestEBM
CreateServiceRequestEBM is used to create a service request in Siebel CRM.

Operation
Create

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request and Response Operational Elements

■ CreateServiceRequestEBM/CreateServiceRequestDataArea/CreateServiceRequest

■ CreateServiceRequestEBM/CreateServiceRequestDataArea/CreateServiceRequestResponse

Information about the CreateServiceRequestEBM request-and-response messages is provided in the

following topics.

CreateServiceRequestEBM
Table 41 lists the mapping information for the CreateServiceRequestEBM message.

Table 41. CreateServiceRequestEBM

Oracle Siebel
FLEXCUBE Oracle Contact Siebel
Service FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Name Interface Object Interface Column Component Field

/Identification/ Not applicable ST-CreateService- FCUBS_CREATESERVICE Service SR

ID Request-Req-IO- REQUEST_REQ/FCUBS_ Request Number
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SRNO

/CategoryCode Not applicable ST-CreateService- FCUBS_CREATESERVICE Service INS Area

Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SRTYPE

Not applicable Not applicable Not applicable Not applicable Service INS
Request Product

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EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

Table 41. CreateServiceRequestEBM

Oracle Siebel
FLEXCUBE Oracle Contact Siebel
Service FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Name Interface Object Interface Column Component Field

/Summary Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Abstract

Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SUBJECT

/Description Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Descrip-

Request-Req-IO- REQUEST_REQ/FCUBS_ Request tion
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
DESCRIPTION

/PriorityCode Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Priority

Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
PRIORITY

/Status/Code Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Status

Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
STATUS

/CustomerParty Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Not

Reference/Party Request-Req-IO- REQUEST_REQ/FCUBS_ Request applicable
Identification/ MSG.xsd BODY/BLK_SERVICE_
ID REQUEST_DETAILS/
CUSTNO

/CustomerParty Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Account ID

Reference/Party Request-Req-IO- REQUEST_REQ/FCUBS_ Request Contact ID
Identification/ MSG.xsd BODY/BLK_SERVICE_
Application REQUEST_DETAILS/
ObjectKey/ID XREF

/CustomerParty Not applicable Not applicable Values are I or C Service Not

Reference/Party (Individual customer, Request applicable
Identification/ Corporate customer)
Application
ObjectKey/
ContextID

/CustomerParty Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Contact

Reference/ Request-Req-IO- REQUEST_REQ/FCUBS_ Request Financial
CustomerParty MSG.xsd BODY/BLK_SERVICE_ Accounts
Account REQUEST_DETAILS/
Asset
Identification/ CUSTACNO
Number
ID

200 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

Table 41. CreateServiceRequestEBM

Oracle Siebel
FLEXCUBE Oracle Contact Siebel
Service FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Name Interface Object Interface Column Component Field

/ServiceRequest Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Branch

Origination Request-Req-IO- REQUEST_REQ/FCUBS_ Request Code
BusinessUnit/ MSG.xsd BODY/BLK_SERVICE_
ParentBusiness REQUEST_DETAILS/BRN
UnitReference/
BusinessUnit
Identification/
ID

/Identification/ Not applicable ST-CreateService- FCUBS_CREATESERVICE Service SR

ID Request-Req-IO- REQUEST_REQ/FCUBS_ Request Number
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SRNO

/ExpectedClose Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Commit

DateTime Request-Req-IO- REQUEST_REQ/FCUBS_ Request Time
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
TargetDate

/CreationDate Not applicable ST-CreateService- FCUBS_CREATESERVICE Service Create

Time Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
CONTACTDATE

CreateServiceRequestResponseEBM
Table 42 lists the mapping information for the CreateServiceRequestResponseEBM.

Table 42. CreateServiceRequestResponseEBM

Oracle Siebel
FLEXCUBE Contact Siebel
Service Oracle FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Name Interface Object Interface Column Component Field

/Identification/ID Not ST-QueryService- FCUBS_QUERYSERVICE Service SR

applicable Request-Res-Full- REQUEST_RES/FCUBS_ Request Number
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SRNO

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 20 1

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EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

Table 42. CreateServiceRequestResponseEBM

Oracle Siebel
FLEXCUBE Contact Siebel
Service Oracle FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Name Interface Object Interface Column Component Field

/Expected Not ST-QueryService- FCUBS_QUERYSERVICE Service Commit

CloseDateTime applicable Request-Res-Full- REQUEST_RES/FCUBS_ Request Time
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
TargetDate

/CreationDate Not ST-QueryService- FCUBS_QUERYSERVICE Service Create

Time applicable Request-Res-Full- REQUEST_RES/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
CONTACTDATE

UpdateServiceRequestEBM
UpdateServiceRequestEBM is used to update service request data in Siebel CRM.

Operation
Create

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

UpdateServiceRequestEBM/DataArea/UpdateServiceRequest

202 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

Table 43 lists the mapping information for the UpdateServiceRequestEBM request message.

Table 43. UpdateServiceRequestEBM

Oracle Siebel
FLEXCUBE Oracle Contact Siebel
Service FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Name Interface Object Interface Column Component Field

/Identification/ID Not ST-ModifyService- FCUBS_MODIFYSERVICE Service SR Number

applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SRNO

/CategoryCode Not ST-ModifyService- FCUBS_MODIFYSERVICE Service INS Area

applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SRTYPE

/Summary Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Abstract

applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
SUBJECT

/Description Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Description

applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
DESCRIPTION

/PriorityCode Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Priority

applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
PRIORITY

/Status/Code Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Status

applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request
MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
STATUS

/CustomerParty Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Not

Reference/Party applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request applicable
Identification/ID MSG.xsd BODY/BLK_SERVICE_
REQUEST_DETAILS/
CUSTNO

/CustomerParty Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Account ID

Reference/Party applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request Contact ID
Identification/ MSG.xsd BODY/BLK_SERVICE_
ApplicationObject REQUEST_DETAILS/
Key/ID XREF

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EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

Table 43. UpdateServiceRequestEBM

Oracle Siebel
FLEXCUBE Oracle Contact Siebel
Service FLEXCUBE Oracle FLEXCUBE Business Contact
XML Path Name Interface Object Interface Column Component Field

/CustomerParty Not Not applicable Values are I or C Service Not

Reference/Party applicable (Individual customer, Request applicable
Identification/ Corporate customer)
ApplicationObject
Key/ContextID

/CustomerParty Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Contact

Reference/ applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request Financial
CustomerParty MSG.xsd BODY/BLK_SERVICE_ Accounts
Account REQUEST_DETAILS/
Asset
Identification/ID CUSTACNO
Number

/ServiceRequest Not ST-ModifyService- FCUBS_MODIFYSERVICE Service Branch

Origination applicable Request-Req-IO- REQUEST_REQ/FCUBS_ Request Code
BusinessUnit/ MSG.xsd BODY/BLK_SERVICE_
ParentBusiness REQUEST_DETAILS/BRN
UnitReference
/BusinessUnit
Identification/ID

QueryServiceRequestListEBM
QueryServiceRequestListEBM is used to retrieve service request data from Siebel CRM.

Operation
Query

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

■ QueryServiceRequestListEBM/DataArea/Query/QueryCriteria/QueryExpression/ValueExpression

■ QueryServiceRequestListResponseEBM/DataArea/QueryServiceRequestListResponse

Information about the QueryServiceRequestListEBM request-and-response messages is provided in

the following topics.

204 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

QueryServiceRequestListEBM
Table 44 lists the mapping information for the QueryServiceRequestListEBM request message.

Table 44. QueryServiceRequestListEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

Element Path = Not applicable ST- FCUBS_QUERYSERVICE Service SR Number

"SR Number" QueryService- REQUEST_REQ/FCUBS_ Request
Request-Req- BODY/BLK_SERVICE_
Element Value =
IO-MSG.xsd REQUEST_DETAILS/
<Value> SRNO

Element Path = Not applicable ST- FCUBS_QUERYSERVICE Service Account Id

"Customer QueryService- REQUEST_REQ/FCUBS_ Request
Contact Id
Number" Request-Req- BODY/BLK_SERVICE_
IO-MSG.xsd REQUEST_DETAILS/
Element Value =
XREF
<Value>

Element Path = Not applicable Not applicable Values are I or C Service Not
"Customer Type" (Individual customer, Request applicable
Corporate customer)
Element Value =
<Value>

QueryServiceRequestListResponseEBM
Table 45 lists the mapping information for the QueryServiceRequestListResponseEBM.

Table 45. QueryServiceRequestListResponseEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/Identification/ID Not applicable ST- FCUBS_QUERYSERVICE Service SR Number

QueryService- REQUEST_RES/FCUBS_ Request
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
SRNO

/CategoryCode Not applicable ST- FCUBS_QUERYSERVICE Service INS Area

QueryService- REQUEST_RES/FCUBS_ Request
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
SRTYPE

/Summary Not applicable ST- FCUBS_QUERYSERVICE Service Abstract

QueryService- REQUEST_RES/FCUBS_ Request
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
SUBJECT

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EBM Mappings Used in Online Synchronization ■ ServiceRequestEBM

Table 45. QueryServiceRequestListResponseEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/Description Not applicable ST- FCUBS_QUERYSERVICE Service Description

QueryService- REQUEST_RES/FCUBS_ Request
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
DESCRIPTION

/PriorityCode Not applicable ST- FCUBS_QUERYSERVICE Service Priority

QueryService- REQUEST_RES/FCUBS_ Request
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
PRIORITY

/Status/Code Not applicable ST- FCUBS_QUERYSERVICE Service Status

QueryService- REQUEST_RES/FCUBS_ Request
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
STATUS

/CustomerParty Not applicable ST- FCUBS_QUERYSERVICE Service Not

Reference/Party QueryService- REQUEST_RES/FCUBS_ Request applicable
Identification/ID Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
CUSTNO

/CustomerParty Not applicable ST- FCUBS_QUERYSERVICE Service Account ID

Reference/Party QueryService- REQUEST_RES/FCUBS_ Request
Identification/ Request-Res- BODY/BLK_SERVICE_
ApplicationObject Full-MSG.xsd REQUEST_DETAILS/
Key/ID XREF

/CustomerParty Not applicable Not applicable Values are I or C Not applicable Not
Reference/Party (Individual customer, applicable
Identification/ Corporate customer)
ApplicationObject
Key/ContextID

/CustomerParty Not applicable ST- FCUBS_QUERYSERVICE Service Contact

Reference/ QueryService- REQUEST_RES/FCUBS_ Request Financial
CustomerParty Request-Res- BODY/BLK_SERVICE_ Accounts
Account Full-MSG.xsd REQUEST_DETAILS/
Identification/ID CUSTACNO Asset
Number

/ServiceRequest Not applicable ST- FCUBS_QUERYSERVICE Service Branch

Origination QueryService- REQUEST_RES/FCUBS_ Request Code
BusinessUnit/ Request-Res- BODY/BLK_SERVICE_
ParentBusiness Full-MSG.xsd REQUEST_DETAILS/
UnitReference/ BRN
BusinessUnit
Identification/ID

206 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 EBM Mappings Used in Online Synchronization ■ CreateCustomerInteractionEBM

Table 45. QueryServiceRequestListResponseEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/ExpectedClose Not applicable ST- FCUBS_QUERYSERVICE Service Commit

DateTime QueryService- REQUEST_RES/FCUBS_ Request Time
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
TargetDate

/CreationDate Not applicable ST- FCUBS_QUERYSERVICE Service Created

Time QueryService- REQUEST_RES/FCUBS_ Request
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
CONTACTDATE

/CloseRequest Not applicable ST- FCUBS_QUERYSERVICE Service Closed

DateTime QueryService- REQUEST_RES/FCUBS_ Request Date
Request-Res- BODY/BLK_SERVICE_
Full-MSG.xsd REQUEST_DETAILS/
ACTDATE

CreateCustomerInteractionEBM
The CreateCustomerInteractionEBM integration object, associated with the CustomerInteractionEBO,
is used to create an activity in Siebel CRM. The application mappings used by the
CreateCustomerInteractionEBM integration object for this operation are described in this topic.

Operation
Create

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

CreateCustomerInteractionEBM/DataArea/CreateCustomerInteraction

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 20 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CreateCustomerInteractionEBM

Table 46 lists the mapping information for the CreateCustomerInteractionEBM message.

Table 46. CreateCustomerInteractionEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Activity Name Object Column Component Field

/Description Stop FCUBS CG-NewStop FCUBS_ Action Short

Payment AccService Payment-Notify- NOTIFICATION/ Comment
MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Stop-Payments-
Full/STOPPAYNO

Cheque Not Not applicable Value set to

Book applicable Cheque book
Request query

Standing FCUBS SI-New FCUBS_

Instruction SIService Contract- NOTIFICATION/
Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Instruction-
Details/
PRODDESC

/StartDate Stop FCUBSAcc CG-NewStop FCUBS_ Action Planned

Time Payment Servic Payment-Notify- NOTIFICATION/
MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Stop-Payments-
Full/EFFDATE

Cheque FCUBSAcc CG-CheckBook- FCUBS_

Book Service Notify-MSG.xsd NOTIFICATION/
Request FCUBS_NOTIF_
IDENTIFIER/
Check-Book-Full/
CHECKERTSTAMP

Standing FCUBS SI-NewContract- FCUBS_

Instruction SIService Notify-MSG.xsd NOTIFICATION/
FCUBS_NOTIF_
IDENTIFIER/
Instruction-
Details/
FRSTVALDT

208 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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 EBM Mappings Used in Online Synchronization ■ CreateCustomerInteractionEBM

Table 46. CreateCustomerInteractionEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Activity Name Object Column Component Field

/Customer Stop Not Not applicable Customer number Action Not

Party Payment applicable (Derived, based applicable
Reference on Account
/Person Number)
Name
/Identifica Cheque Not Not applicable Customer number
tion/ID Book applicable (Derived, based
Request on Account
Number)

Standing Not Not applicable Customer number

Instruction applicable (Derived based
on Account
Number)

/Customer Stop Not Not applicable XREF (Derived Action Contact

Party Payment applicable from table) MVL
Reference Account Id
/Person Cheque Not Not applicable XREF (Derived
Name Book applicable from table)
/Identifica Request
tion/
Application Standing Not Not applicable XREF (Derived
ObjectKey Instruction applicable from table)
/ID

/Customer Stop Not Not applicable Customer Type Action Not

Party Payment applicable Values are I or C applicable
Reference (Individual
/Person customer,
Name/ Corporate
Identifica customer)
tion/
Application Cheque Not Not applicable Customer Type
ObjectKey Book applicable Values are I or C
/ContextID Request (Individual
customer,
Corporate
customer)

Standing Not Not applicable Customer Type

Instruction applicable Values are I or C
(Individual
customer or
Corporate
customer)

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 20 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ CreateCustomerInteractionEBM

Table 46. CreateCustomerInteractionEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Activity Name Object Column Component Field

/Financial Stop FCUBSAcc CG-NewStop FCUBS_ Action Action

Account Payment Servic Payment-Notify- NOTIFICATION/
Reference MSG.xsd FCUBS_NOTIF_
/Financial IDENTIFIER/
Account Stop-Payments-
Identifica Full/ACC
tion/ID
Cheque FCUBSAcc CG-CheckBook- FCUBS_
Book Service Notify-MSG.xsd NOTIFICATION/
Request FCUBS_NOTIF_
IDENTIFIER/
Check-Book-Full/
ACC

Standing FCUB SI-NewContract- FCUBS_

Instruction SSIService Notify-MSG.xsd NOTIFICATION/
FCUBS_NOTIF_
IDENTIFIER/
Instruction-
Details/CRACC

FCUBS_
NOTIFICATION/
FCUBS_NOTIF_
IDENTIFIER/
Instruction-
Details/DRACC

/Customer Stop Not Not applicable Branch Code Not Not

Interaction Payment applicable (Derived from applicable applicable
Origination Account Number)
Business
Unit/ Cheque FCUBSAcc CG-CheckBook- FCUBS_
Business Book Service Notify-MSG.xsd NOTIFICATION/
Unit Request FCUBS_NOTIF_
Reference IDENTIFIER/
/Business Check-Book-Full
UnitIdentifi /BRN
cation/ID
Standing FCUBS SI-NewContract- FCUBS_
Instruction SIService Notify-MSG.xsd NOTIFICATION/
FCUBS_NOTIF_
IDENTIFIER/
Instruction-
Details
/CRACCBRN

FCUBS_
NOTIFICATION/
FCUBS_NOTIF_
IDENTIFIER/
Instruction-
Details/
DRACCBRN

210 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 46. CreateCustomerInteractionEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Activity Name Object Column Component Field

Not Stop Not Not applicable Not applicable Action Type

applicable Payment applicable

Cheque Not applicable

Book
Request

Standing Not Not applicable Not applicable

Instruction applicable

Not Stop Not Not applicable Not applicable Action Status

applicable Payment applicable

Cheque Not applicable

Book
Request

Standing Not Not applicable Not applicable

Instruction applicable

Deposit AccountEBM
The Deposit Account EBM integration objects, associated with the Deposit Account EBO, are used in
create, update and query operations in the Integration. The application mappings used by the
DepositAccountEBM integration objects for each of these operations is provided in the following
topics:

■ “CreateDepositAccountEBM” on page 211

■ “UpdateDepositAccountEBM” on page 218

■ “QueryDepositAccountEBM” on page 226

CreateDepositAccountEBM
CreateDepositAccountEBM is used to create account links in Siebel CRM.

Operation
Create and Update

Service Consumer
Oracle FLEXCUBE Universal Banking

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 21 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Service Provider
Siebel CRM

EBM Request Operational Element

CreateDepositAccountEBM/DataArea/CreateDepositAccount

Table 47 lists the mapping information used by the CreateDepositAccountEBM when creating
checking and saving accounts (CASA accounts) and term deposit (TD) accounts, and when creating
corporate deposit accounts.

Table 47. CreateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/AccountNumber CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Account

TD Service NewCustomer CATION/ Account Number
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/ACC

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/FCCREF

/FinancialAccount CASA and Not Not applicable Possible values FINCORP Sub Type
Identification TD applicable are CA or TD Account
/Application accounts (current or
ObjectKey savings
/ContextID account, term
deposit)

Corporate Not Not applicable CD (corporate

deposit applicable deposit)
accounts

/FinancialAccount CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Branch

Financial TD Service NewCustomer CATION/ BIB Account Code
InstitutionBranch accounts Account-Notify- FCUBS_NOTIF_
BusinessUnit MSG.xsd IDENTIFIER/
/Financial Cust-Account-
InstitutionBranch Full/BRN
BusinessUnit
Reference/ Corporate FCUBSLD LD- FCUBS_NOTIFI
BusinessUnit deposit Service NewContract- CATION/
Identification/ID accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/BRN

212 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 47. CreateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/CurrencyCode CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Currency

TD Service NewCustomer CATION/ Account
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/CCY

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/CCY

/Financial CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Organiza-

AccountHolder TD Service NewCustomer CATION/ Account tion Id
/FinancialAccount accounts Account-Notify- FCUBS_NOTIF_
PersonHolder MSG.xsd IDENTIFIER/
/PersonParty Cust-Account-
Reference/ Full/XREF
/PersonName/
Identification/ Corporate FCUBSLD LD- FCUBS_NOTIFI
ApplicationObject deposit Service NewContract- CATION/
Key/ID accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/XREF

/Financial CASA and FCUBSAcc CA- FCUBS_NOTIFI Not Not

AccountHolder TD Service NewCustomer CATION/ applicable applicable
/FinancialAccount accounts Account-Notify- FCUBS_NOTIF_
PersonHolder MSG.xsd IDENTIFIER/
/PersonParty Cust-Account-
Reference/ Full/CUSTNO
/PersonName/
Identification/ID Corporate FCUBSLD LD- FCUBS_NOTIFI
deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/CPTY

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 21 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 47. CreateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/Financial CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Acct Gen -

AccountHolder TD Service NewCustomer CATION/ Account Authorized
/FinancialAccount accounts Account-Notify- FCUBS_NOTIF_ Users - Last
PersonHolder MSG.xsd IDENTIFIER/ Name
/PersonParty Cust-Account-
Reference/ Full/XREF
/PersonName/
Identification/ Corporate FCUBSLD LD- FCUBS_NOTIFI
ApplicationObject deposit Service NewContract- CATION/
Key/ID accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/XREF

/Financial CASA and Not Not applicable Values are I or Not Not
AccountHolder/ TD applicable C (Individual applicable applicable
FinancialAccount accounts customer,
PersonHolder/ Corporate
PersonParty customer)
Reference/
/PersonName/ Corporate Not Not applicable Values are I or
Identification/ deposit applicable C (Individual
ApplicationObject accounts customer,
Key/ContextID Corporate
customer)

/Description CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Comments

TD Service NewCustomer CATION/ Account
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/ADESC

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/TDESC

/Status/Code CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Account

TD Service NewCustomer CATION/ Account Status
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/ACCSTAT

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/UDSTAT

214 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 47. CreateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/BalanceAmount CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Current

TD Service NewCustomer CATION/ Account Balance
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/Amount-
Dates/
ACY_CURR_
BALANCE

Corporate Not Not applicable Not applicable

deposit applicable
accounts

/Available CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Available

BalanceAmount TD Service NewCustomer CATION/ Account Balance
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/Amount-
Dates/
ACY_AVL_BAL

Corporate Not Not applicable Not applicable

deposit applicable
accounts

/Uncleared CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Uncollected

BalanceAmount TD Service NewCustomer CATION/ BIB Account Fund
accounts Account-Notify- FCUBS_NOTIF_ Amount
MSG.xsd IDENTIFIER/
Cust-Account-
Full/Amount-
Dates/ACY_
UNCOLLECTE

Corporate Not Not applicable Not applicable

deposit applicable
accounts

/BlockedBalance CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Blocked

Amount TD Service NewCustomer CATION/ BIB Account Amount
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/Amount-
Dates/ACY_
BLOCKED_AMO
UNT

Corporate Not Not applicable Not applicable

deposit applicable
accounts

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 21 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 47. CreateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/CreditInterest CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Accrued

AccrualAmount TD Service NewCustomer CATION/ BIB Account Interest
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/Amount-
Dates/ACY_
ACCRUED_CR_
IC

Corporate Not Not applicable Not applicable

deposit applicable
accounts

/TypeCode CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Name

TD Service NewCustomer CATION/ Account
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/ACCLS

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/PRD

/InitialCredit CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Principal

Amount TD Service NewCustomer CATION/ BIB Account Amount
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/Tddetails/
TDAMT

Corporate Not Not applicable

deposit applicable
accounts

/MaturityDate CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Maturity

TD Service NewCustomer CATION/ Account Date
accounts Account-Notify- FCUBS_NOTIF_
MSG.xsd IDENTIFIER/
Cust-Account-
Full/MATDT

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/MATDT

216 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 47. CreateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/Status/ CASA and Not Not applicable Not applicable FINCORP Contract
SubStatusCode TD applicable BIB Account Status
accounts

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/
CONTSTAT

/DepositAccount CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Interest

InterestSchedule TD Service NewCustomer CATION/ Account Rate
/Interest accounts Account-Notify- FCUBS_NOTIF_
Schedule/ MSG.xsd IDENTIFIER/
InterestRate Cust-Account-
Full/RATE

Corporate FCUBSLD LD- FCUBS_NOTIFI

deposit Service NewContract- CATION/
accounts Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
Contract-
Master/RATE

/DepositAccount CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Start Date

Interest TD Service NewCustomer CATION/ Account
Schedule/ accounts Account-Notify- FCUBS_NOTIF_
InterestSchedule MSG.xsd IDENTIFIER/
/EffectiveTime Cust-Account-
Period/StartDate Full/Tddetails/
Time INTSTDT

Corporate Not Not applicable Not applicable

deposit applicable
accounts

/DepositAccount CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Term

Interest TD Service NewCustomer CATION/ Account
Schedule/ accounts Account-Notify- FCUBS_NOTIF_
InterestSchedule MSG.xsd IDENTIFIER/
/EffectiveTime Cust-Account-
Period/Duration Full/Tddetails/
DEPTENOR

Corporate Not Not applicable Not applicable

deposit applicable
accounts

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 21 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 47. CreateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/ItemReference/ CASA and FCUBSAcc CA- FCUBS_NOTIFI FINCORP Recurring

TypeCode TD Service NewCustomer CATION/ BIB Account Deposit
accounts Account-Notify- FCUBS_NOTIF_ Account
MSG.xsd IDENTIFIER/ Flag
Cust-Account-
Full/Tddetails/
RDACC

Corporate Not Not applicable Not applicable

deposit applicable
accounts

/Financial CASA and Not Not applicable Values are I or FINCORP Type
AccountHolder TD applicable C (Individual Account
/FinancialAccount accounts customer, Contact
PersonHolder Corporate
/PersonParty customer)
Reference/
/PersonName Corporate Not Not applicable Values are I or
/TypeCode deposit applicable C (Individual
accounts customer,
Corporate
customer)

UpdateDepositAccountEBM
UpdateDepositAccountEBM is used to:

■ Update a demand deposit account with a new title in Siebel CRM

■ Delete the title of a demand deposit account in Siebel CRM

■ Update an account branch code in Siebel CRM

Operation
Update

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

UpdateDepositAccountEBM/DataArea/UpdateDepositAccount

218 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48 lists the mapping information used by the UpdateDepositAccountEBM when checking and
saving accounts (CASA accounts) and term deposit accounts are updated.

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/AccountNumber FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Account

AccService CustomerAcc ATION/ Account Number
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
ACC

/FinancialAccountIdentification Not Not Possible values FINCORP Sub Type

/ApplicationObjectKey/ applicable applicable are CA,TD, CD Account
ContextID (Current or
savings account,
term deposit,
corporate
deposit)

/FinancialAccountFinancial FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Branch

InstitutionBranchBusinessUnit AccService CustomerAcc ATION/ BIB Account Code
/FinancialInstitutionBranch ount-Notify- FCUBS_NOTIF_I
BusinessUnitReference MSG.xsd DENTIFIER/Cust-
/BusinessUnitIdentification/ID Account-Full/
BRN

/CurrencyCode FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Currency

AccService CustomerAcc ATION/ Account
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/CCY

/FinancialAccountHolder/ FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Organiza-

FinancialAccountPersonHolder/ AccService CustomerAcc ATION/ Account tion Id
PersonPartyReference/ ount-Notify- FCUBS_NOTIF_I
/PersonName/Identification/ MSG.xsd DENTIFIER/Cust-
ApplicationObjectKey/ID Account-Full/
XREF

/FinancialAccountHolder/ FCUBS CA-Modify FCUBS_NOTIFIC Not Not

FinancialAccountPersonHolder AccService CustomerAcc ATION/ applicable applicable
/PersonPartyReference ount-Notify- FCUBS_NOTIF_I
//PersonName/Identification MSG.xsd DENTIFIER/Cust-
/ID Account-Full/
CUSTNO

/FinancialAccountHolder/ FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Acct Gen -

FinancialAccountPersonHolder/ AccService CustomerAcc ATION/ Account Authorized
PersonPartyReference/ ount-Notify- FCUBS_NOTIF_I Users -
/PersonName/Identification/ MSG.xsd DENTIFIER/Cust- Last Name
ApplicationObjectKey/ID Account-Full/
XREF

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 21 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/FinancialAccountHolder/ Not Not Values are I or C Not Not

FinancialAccountPersonHolder/ applicable applicable (Individual applicable applicable
PersonPartyReference/ customer,
/PersonName/Identification/ Corporate
ApplicationObjectKey/ customer)
ContextID

/Description FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Comments

AccService CustomerAcc ATION/ Account
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
ADESC

/Status/Code FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Account

AccService CustomerAcc ATION/ Account Status
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
ACCSTAT

/BalanceAmount FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Current

AccService CustomerAcc ATION/ Account Balance
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Amount-Dates/
ACY_CURR_
BALANCE

/AvailableBalanceAmount FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Available

AccService CustomerAcc ATION/ Account Balance
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Amount-Dates/
ACY_AVL_BAL

/UnclearedBalanceAmount FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Uncollect-

AccService CustomerAcc ATION/ BIB Account ed Fund
ount-Notify- FCUBS_NOTIF_I Amount
MSG.xsd DENTIFIER/Cust-
Account-Full/
Amount-Dates/
ACY_
UNCOLLECTE

220 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/BlockedBalanceAmount FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Blocked

AccService CustomerAcc ATION/ BIB Account Amount
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Amount-Dates/
ACY_BLOCKED_
AMOUNT

/CreditInterestAccrualAmount FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Accrued

AccService CustomerAcc ATION/ BIB Account Interest
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Amount-Dates/
ACY_ACCRUED_
CR_IC

/TypeCode FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Name

AccService CustomerAcc ATION/ Account
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
ACCLS

/InitialCreditAmount FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Principal

AccService CustomerAcc ATION/ BIB Account Amount
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Tddetails/TDAMT

/MaturityDate FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Maturity

AccService CustomerAcc ATION/ Account Date
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
MATDT

/Status/SubStatusCode Not Not Not applicable FINCORP Contract

applicable applicable BIB Account Status

/DepositAccountInterest FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Interest

Schedule/InterestSchedule/ AccService CustomerAcc ATION/ Account Rate
InterestRate ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
RATE

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 22 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/DepositAccountInterest FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Start Date

Schedule/InterestSchedule/ AccService CustomerAcc ATION/ Account
EffectiveTimePeriod/ ount-Notify- FCUBS_NOTIF_I
StartDateTime MSG.xsd DENTIFIER/Cust-
Account-Full/
Tddetails/
INTSTDT

/DepositAccountInterest FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Term

Schedule/InterestSchedule/ AccService CustomerAcc ATION/ Account
EffectiveTimePeriod/Duration ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Tddetails/
DEPTENOR

/ItemReference/TypeCode FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Recurring

AccService CustomerAcc ATION/ BIB Account Deposit
ount-Notify- FCUBS_NOTIF_I Account
MSG.xsd DENTIFIER/Cust- Flag
Account-Full/
Tddetails/RDACC

/FinancialAccountHolder/ Not Not Values are I or C Not Type

FinancialAccountPersonHolder applicable applicable (Individual applicable
/PersonPartyReference/ customer,
/PersonName/TypeCode Corporate
customer)

/DebitInterestAccrualAmount FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Accrued

AccService CustomerAcc ATION/ BIB Account Interest
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Amount-Dates/
ACY_ACCRUED_
DR_IC

/DepositAccountOverdraft/ FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Temporary

SanctionedLimitAmount AccService CustomerAcc ATION/ BIB Account Limit
ount-Notify- FCUBS_NOTIF_I Amount
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
TODLIMIT

/DepositAccountOverdraft FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Credit Line

/DepositAccountOverdraftLine AccService CustomerAcc ATION/ BIB Account Number
OfCredit/ ount-Notify- FCUBS_NOTIF_I
LineOfCreditReference/ MSG.xsd DENTIFIER/Cust-
LineOfCreditIdentification/ID Account-Full/
Cust-Account/
LINEID

222 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/DepositAccountOverdraft/ FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Temporary

EffectiveTimePeriod/ AccService CustomerAcc ATION/ BIB Account Overdraft
StartDateTime ount-Notify- FCUBS_NOTIF_I Start Date
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
TODLIMSTDT

/DepositAccountOverdraft/ FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Temporary

EffectiveTimePeriod/ AccService CustomerAcc ATION/ BIB Account Overdraft
EndDateTime ount-Notify- FCUBS_NOTIF_I End Date
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
TODLIMENDT

/DebitAllowedIndicator FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Debit Flag

AccService CustomerAcc ATION/ BIB Account
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
ACSTATNODR

/CreditAllowedIndicator FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Credit Flag

AccService CustomerAcc ATION/ BIB Account
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
ACSTATNOCR

/CheckStopPayment FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Stop

PendingIndicator AccService CustomerAcc ATION/ BIB Account Payment
ount-Notify- FCUBS_NOTIF_I Flag
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
ACSTATSTPAY

/DormantIndicator FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Account

AccService CustomerAcc ATION/ Account Status
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
DORM

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 22 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/FrozenIndicator FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Frozen

AccService CustomerAcc ATION/ BIB Account Flag
ount-Notify- FCUBS_NOTIF_I
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
FROZEN

/LastStatementDate FCUBS CA-Modify FCUBS_NOTIFIC FINCORP CA Last

AccService CustomerAcc ATION/ Account Statement
ount-Notify- FCUBS_NOTIF_I Date
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
PREVSTMTDT

/LastStatementBalance FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Last

Amount AccService CustomerAcc ATION/ BIB Account Statement
ount-Notify- FCUBS_NOTIF_I Balance
MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
PREVSTMTBAL

/DepositAccountRelatedParty FCUBS CA-Modify FCUBS_NOTIFIC FINCORP First

/DepositAccountRelated AccService CustomerAcc ATION/ BIB Account Nominee
PersonParty/ ount-Notify- FCUBS_NOTIF_I
PersonPartyReference MSG.xsd DENTIFIER/Cust-
/PersonName/FullName Account-Full/
Cust-Account/
NOM1

/DepositAccountRelatedParty/ FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Second

DepositAccountRelatedPerson AccService CustomerAcc ATION/ BIB Account Nominee
Party/PersonPartyReference ount-Notify- FCUBS_NOTIF_I
/PersonName/FullName MSG.xsd DENTIFIER/Cust-
Account-Full/
Cust-Account/
NOM2

/DepositAccountRelatedParty Not Not Values are I or C Not Not

/DepositAccountRelatedPerson applicable applicable (Individual applicable applicable
Party/PersonPartyReference customer,
/PersonName/TypeCode Corporate
customer)

/BookedDate Not Not Not applicable FINCORP Book Date

applicable applicable BIB Account

/EffectiveDate Not Not Not applicable FINCORP Value Date

applicable applicable BIB Account

224 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/RenewalCount Not Not Not applicable FINCORP Number of

applicable applicable BIB Account Times
Rollover

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Not

Schedule/ AccService CustomerAcc ATION/ BIB Account applicable
FinancialTransactionSchedule/ ount-Notify- FCUBS_NOTIF_I
CycleDayIncrement MSG.xsd DENTIFIER/Cust-
Account-Full/
Tddetails/
RDFREDAY

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Not

Schedule/ AccService CustomerAcc ATION/ BIB Account applicable
FinancialTransactionSchedule/ ount-Notify- FCUBS_NOTIF_I
CycleMonthIncrement MSG.xsd DENTIFIER/Cust-
Account-Full/
Tddetails/
RDFREMTH

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Not

Schedule/ AccService CustomerAcc ATION/ BIB Account applicable
FinancialTransactionSchedule/ ount-Notify- FCUBS_NOTIF_I
CycleYearIncrement MSG.xsd DENTIFIER/Cust-
Account-Full/
Tddetails/
RDFREYEAR

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Install-

Schedule/ AccService CustomerAcc ATION/ BIB Account ment
FinancialTransactionSchedule ount-Notify- FCUBS_NOTIF_I Amount
/FinancialTransaction MSG.xsd DENTIFIER/Cust-
ScheduleLine/Amount Account-Full/
Tddetails/RDAMT

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Payment

Schedule/ AccService CustomerAcc ATION/ BIB Account date
FinancialTransactionSchedule/ ount-Notify- FCUBS_NOTIF_I
NextTransactionDate MSG.xsd DENTIFIER/Cust-
Account-Full/
Tddetails/
RDPAYSCHDT

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Payment

Schedule/ AccService CustomerAcc ATION/ BIB Account Currency
FinancialTransactionSchedule ount-Notify- FCUBS_NOTIF_I
/FinancialTransactionSchedule MSG.xsd DENTIFIER/Cust-
Line/FinancialAccount/ Account-Full/
CurrencyCode Tddetails/
RDPAYMNTCCY

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 22 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 48. UpdateDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Interface Business Contact
XML Path Name Object Column Component Field

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Payment

Schedule/FinancialTransaction AccService CustomerAcc ATION/ BIB Account Account
Schedule/FinancialTransaction ount-Notify- FCUBS_NOTIF_I
ScheduleLine/FinancialAccount MSG.xsd DENTIFIER/Cust-
/AccountNumber Account-Full/
Tddetails/
PAYACC

/DepositAccountTransaction FCUBS CA-Modify FCUBS_NOTIFIC FINCORP Payment

Schedule/FinancialTransaction AccService CustomerAcc ATION/ BIB Account Branch
Schedule/FinancialTransaction ount-Notify- FCUBS_NOTIF_I
ScheduleLine/FinancialAccount MSG.xsd DENTIFIER/Cust-
/FinancialAccountFinancial Account-Full/
InstitutionBranchBusinessUnit Tddetails/
/FinancialInstitutionBranch PAYBRN
BusinessUnitReference/
BusinessUnitIdentification/Id

QueryDepositAccountEBM
QueryDepositAccountEBM is used to:

■ Retrieve financial account information from Oracle FLEXCUBE Universal Banking

■ Retrieve standing instruction information from Oracle FLEXCUBE Universal Banking

Operation
Query

Service Consumer
Siebel CRM

Service Provider
Oracle FLEXCUBE Universal Banking

EBM Request and Response Operational Elements

■ QueryDepositAccountEBM/DataArea/QueryDepositAccount

■ QueryDepositAccountResponseEBM/DataArea/QueryDepositAccountResponse

Information about the QueryDepositAccountEBM request-and-response messages is provided in the

following topics.

226 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

QueryDepositAccountEBM
Table 49 lists the mapping information for the QueryDepositAccountEBM when checking and saving
accounts (CASA accounts), term deposit accounts, and corporate deposit accounts are updated.

Table 49. QueryDepositAccountEBM

Oracle Oracle Oracle Siebel

FLEXCUBE FLEXCUBE FLEXCUBE Contact Siebel
Account Service Interface Interface Business Contact
XML Path Type Name Object Column Component Field

/Identification CASA and FCUBSAcc ST-QueryCust FCUBS_REQ_ENV FINCORP Account

/ID term deposit Service Acc-Req-IO- /FCUBS_BODY/ Account Number
accounts MSG.xsd Cust-Account-IO/
ACC

Corporate FCUBSLD LDContract- FCUBS_REQ_ENV

deposit Service Query-Req- /FCUBS_BODY/
accounts IO-MSG.xsd Contract-Master-
IO/FCCREF

/Identification CASA and FCUBSAcc ST-QueryCust FCUBS_REQ_ENV BIB Field

/ContextID term deposit Service Acc-Req-IO- /FCUBS_BODY/ FINCORP Based on
accounts MSG.xsd Cust-Account-IO/ Account LOC
BRN Branch

Corporate FCUBSLD LDContract- FCUBS_REQ_ENV

deposit Service Query-Req- /FCUBS_BODY/
accounts IO-MSG.xsd Contract-Master-
IO/BRN

/Identification CASA and Not Not applicable Values are CA or Sub Type DTYPE_
/Application term deposit applicable TD (CASA TEXT
ObjectKey/ accounts account or term
ContextID deposit account)

Corporate Not Not applicable Value is CD

deposit applicable (corporate
accounts deposit)

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 22 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

QueryDepositAccountResponseEBM
Table 50 lists the mapping information for the QueryDepositAccountResponseEBM when checking and
saving accounts (CASA accounts), term deposit (TD) accounts, and corporate deposit (CD) accounts
are updated.

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/AccountNumber CASA and FCUBSAcc ST-Query FCUBS_RES_ENV FINCORP Account

term Service CustAcc-Res- /FCUBS_BODY/ Account Number
deposit Full-MSG.xsd Cust-Account-
accounts Full/ACC

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loans and
Deposits-Full-
Type/FCCREF

/FinancialAccount CASA and Not Not Values are CA, FINCORP Sub Type
Identification term applicable applicable TD, CD (Current Account
/ApplicationObject deposit or savings
Key/ContextID accounts account, term
deposit,
corporate
deposit)

Corporate Not Not Values are CA,

deposit applicable applicable TD, CD (Current
accounts or savings
account, term
deposit,
corporate
deposit)

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Field

Financial term Service QueryCust /FCUBS_BODY/ BIB Account based on
InstitutionBranch deposit Acc-Res-Full- Cust-Account- LOC
BusinessUnit/ accounts MSG.xsd Full/BRN Branch
FinancialInstitution
BranchBusinessUnit Corporate FCUBSLD LDContract- FCUBS_RES_ENV
Reference/ deposit Service Query-Res- /FCUBS_BODY/
BusinessUnit accounts Full-MSG.xsd LoansandDeposit
Identification/ID s-Full-Type/BRN

/CurrencyCode CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Currency

term Service QueryCust /FCUBS_BODY/ Account
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/CCY

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd LoansandDeposit
s-Full-Type/CCY

228 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Organizat-

Holder/Financial term Service QueryCust /FCUBS_BODY/ Account ion Id
AccountPerson deposit Acc-Res-Full- Cust-Account-
Holder/PersonParty accounts MSG.xsd Full/XREF
Reference/Person
Name/ Corporate FCUBSLD LDContract- FCUBS_RES_ENV
Identification deposit Service Query-Res- /FCUBS_BODY/
/ApplicationObject accounts Full-MSG.xsd LoansandDeposit
Key/ID s-Full-Type/XREF

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV Not Not

Holder/Financial term Service QueryCust /FCUBS_BODY/ applicable applicable
AccountPerson deposit Acc-Res-Full- Cust-Account-
Holder/PersonParty accounts MSG.xsd Full/CUSTNO
Reference/
PersonName Corporate FCUBSLD LDContract- FCUBS_RES_ENV
/Identification/ID deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd LoansandDeposit
s-Full-Type/CPTY

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Acct Gen-

Holder/Financial term Service QueryCust /FCUBS_BODY/ Account Authorized
AccountPerson deposit Acc-Res-Full- Cust-Account- Users -
Holder/PersonParty accounts MSG.xsd Full/XREF Last Name
Reference/Person
Name/ Corporate FCUBSLD LDContract- FCUBS_RES_ENV
Identification deposit Service Query-Res- /FCUBS_BODY/
/ApplicationObject accounts Full-MSG.xsd LoansandDeposit
Key/ID s-Full-Type/XREF

/FinancialAccount CASA and Not Not Values are I or C Not Not

Holder/Financial term applicable applicable (Individual applicable applicable
AccountPerson deposit customer,
Holder/PersonParty accounts Corporate
Reference/Person customer)
Name/
Identification Corporate Not Not Values are I or C
/ApplicationObject deposit applicable applicable (Individual
Key/ContextID accounts customer,
Corporate
customer)

/Description CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Comments

term Service QueryCust /FCUBS_BODY/ Account
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/ADESC

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loans and
Deposits-Full-
Type/TDESC

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 22 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/Status/Code CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Account

term Service QueryCust /FCUBS_BODY/ Account Status
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/ACCSTAT

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loans and
Deposits-Full-
Type/UDSTAT

/BalanceAmount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Current

term Service QueryCust /FCUBS_BODY/ Account Balance
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Amount-
Dates/ACY_
CURR_BALANCE

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/AvailableBalance CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Available

Amount term Service QueryCust /FCUBS_BODY/ Account Balance
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Amount-
Dates/
ACY_AVL_BAL

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/UnclearedBalance CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Uncollect-

Amount term Service QueryCust /FCUBS_BODY/ BIB Account ed Fund
deposit Acc-Res-Full- Cust-Account- Amount
accounts MSG.xsd Full/Amount-
Dates/ACY_
UNCOLLECTE

Corporate Not Not Not applicable

deposit applicable applicable
accounts

230 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/BlockedBalance CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Blocked

Amount term Service QueryCust /FCUBS_BODY/ BIB Account Amount
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Amount-
Dates/ACY_
BLOCKED_
AMOUNT

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/CreditInterest CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Accrued

AccrualAmount term Service QueryCust /FCUBS_BODY/ BIB Account Interest
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Amount-
Dates/ACY_
ACCRUED_CR_IC

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/TypeCode CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Name

term Service QueryCust /FCUBS_BODY/ Account
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/ACCLS

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd LoansandDeposit
s-Full-Type/PRD

/InitialCredit CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Principal

Amount term Service QueryCust /FCUBS_BODY/ BIB Account Amount
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Tddetails/
TDAMT

Corporate FCUBSLD ST- FCUBS_RES_ENV

deposit Service QueryCust /FCUBS_BODY/
accounts Acc-Res-Full- Cust-Account-
MSG.xsd Full/Tddetails/
TDAMT

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 23 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/MaturityDate CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Maturity

term Service QueryCust /FCUBS_BODY/ Account Date
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/MATDT

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loansand
Deposits-Full-
Type/MATDT

/Status/ CASA and Not Not Not applicable FINCORP Contract

SubStatusCode term applicable applicable BIB Account Status
deposit
accounts

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loansand
Deposits-Full-
Type/CONTSTAT

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Interest

InterestSchedule/ term Service QueryCust /FCUBS_BODY/ Account Rate
InterestSchedule deposit Acc-Res-Full- Cust-Account-
/InterestRate accounts MSG.xsd Full/RATE

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loansand
Deposits-Full-
Type/RATE

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Start Date

InterestSchedule/ term Service QueryCust /FCUBS_BODY/ Account
InterestSchedule deposit Acc-Res-Full- Cust-Account-
/EffectiveTime accounts MSG.xsd Full/Tddetails/
Period/ INTSTDT
StartDateTime
Corporate Not Not Not applicable
deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Term

InterestSchedule/ term Service QueryCust /FCUBS_BODY/ Account
InterestSchedule deposit Acc-Res-Full- Cust-Account-
/EffectiveTime accounts MSG.xsd Full/Tddetails/
Period/Duration DEPTENOR

Corporate Not Not Not applicable

deposit applicable applicable
accounts

232 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/ItemReference/ CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Recurring

TypeCode term Service QueryCust /FCUBS_BODY/ BIB Account Deposit
deposit Acc-Res-Full- Cust-Account- Account
accounts MSG.xsd Full/Tddetails/ Flag
RDACC

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/FinancialAccount CASA and Not Not Values are I or C FINCORP Type

Holder/ term applicable applicable (Individual Account
FinancialAccount deposit customer, Contact
PersonHolder/ accounts Corporate
PersonParty customer)
Reference/
PersonName/ Corporate Not Not Values are I or C
TypeCode deposit applicable applicable (Individual
accounts customer,
Corporate
customer)

/DebitInterest CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Accrued

AccrualAmount term Service QueryCust /FCUBS_BODY/ BIB Account Interest
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Amount-
Dates/ACY_
ACCRUED_
DR_IC

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Temporary

Overdraft/ term Service QueryCust /FCUBS_BODY/ BIB Account Limit
SanctionedLimit deposit Acc-Res-Full- Cust-Account- Amount
Amount accounts MSG.xsd Full/Cust-
Account/
TODLIMIT

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Credit Line

Overdraft/Deposit term Service QueryCust /FCUBS_BODY/ BIB Account Number
AccountOverdraft deposit Acc-Res-Full- Cust-Account-
LineOfCredit/Line accounts MSG.xsd Full/Cust-
OfCreditReference/ Account/LINEID
LineOfCredit
Identification/ID Corporate Not Not Not applicable
deposit applicable applicable
accounts

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 23 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Temporary

Overdraft/Effective term Service QueryCust /FCUBS_BODY/ BIB Account Overdraft
TimePeriod/ deposit Acc-Res-Full- Cust-Account- Start Date
StartDateTime accounts MSG.xsd Full/Cust-
Account/
TODLIMSTDT

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Temporary

Overdraft/Effective term Service QueryCust /FCUBS_BODY/ BIB Account Overdraft
TimePeriod/End deposit Acc-Res-Full- Cust-Account- End Date
DateTime accounts MSG.xsd Full/Cust-
Account/
TODLIMENDT

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DebitAllowed CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Debit Flag

Indicator term Service QueryCust /FCUBS_BODY/ BIB Account
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Cust-
Account/
ACSTATNODR

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/CreditAllowed CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Credit Flag

Indicator term Service QueryCust /FCUBS_BODY/ BIB Account
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Cust-
Account/
ACSTATNOCR

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/CheckStop CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Stop

PaymentPending term Service QueryCust /FCUBS_BODY/ BIB Account Payment
Indicator deposit Acc-Res-Full- Cust-Account- Flag
accounts MSG.xsd Full/Cust-
Account/
ACSTATSTPAY

Corporate Not Not Not applicable

deposit applicable applicable
accounts

234 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DormantIndicator CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Account

term Service QueryCust /FCUBS_BODY/ Account Status
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Cust-
Account/DORM

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/FrozenIndicator CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Frozen

term Service QueryCust /FCUBS_BODY/ BIB Account Flag
deposit Acc-Res-Full- Cust-Account-
accounts MSG.xsd Full/Cust-
Account/FROZEN

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/LastStatement CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP CA Last

Date term Service QueryCust /FCUBS_BODY/ Account Statement
deposit Acc-Res-Full- Cust-Account- Date
accounts MSG.xsd Full/Cust-
Account/
PREVSTMTDT

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/LastStatement CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Last

BalanceAmount term Service QueryCust /FCUBS_BODY/ BIB Account Statement
deposit Acc-Res-Full- Cust-Account- Balance
accounts MSG.xsd Full/Cust-
Account/
PREVSTMTBAL

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP First

RelatedParty/ term Service QueryCust /FCUBS_BODY/ BIB Account Nominee
DepositAccount deposit Acc-Res-Full- Cust-Account-
RelatedPerson accounts MSG.xsd Full/Cust-
Party/PersonParty Account/NOM1
Reference/Person
Name/FullName Corporate Not Not Not applicable
deposit applicable applicable
accounts

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 23 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Second

RelatedParty/ term Service QueryCust /FCUBS_BODY/ BIB Account Nominee
DepositAccount deposit Acc-Res-Full- Cust-Account-
RelatedPerson accounts MSG.xsd Full/Cust-
Party/PersonParty Account/NOM2
Reference/Person
Name/FullName Corporate Not Not Not applicable
deposit applicable applicable
accounts

/DepositAccount CASA and Not Not Values are I or C Not Not

RelatedParty/ term applicable applicable (Individual applicable applicable
DepositAccount deposit customer,
RelatedPersonParty accounts Corporate
/PersonParty customer)
Reference/Person
Name/TypeCode Corporate Not Not Values are I or C
deposit applicable applicable (Individual
accounts customer,
Corporate
customer)

/BookedDate CASA and Not Not Not applicable FINCORP Book Date
term applicable applicable BIB Account
deposit
accounts

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loansand
Deposits-Full-
Type/BOOKDT

/EffectiveDate CASA and Not Not Not applicable FINCORP Value Date
term applicable applicable BIB Account
deposit
accounts

Corporate FCUBSLD LDContract- FCUBS_RES_ENV

deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Loansand
Deposits-Full-
Type/VALDT

/RenewalCount CASA and Not Not Not applicable FINCORP Number of

term applicable applicable BIB Account Times
deposit Rollover
accounts

Corporate FCUBSLD LDContract- Rollover count

deposit Service Query-Res- (DERIVED)
accounts Full-MSG.xsd

236 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV Not Not

Transaction term Service QueryCust /FCUBS_BODY/ applicable applicable
Schedule/Financial deposit Acc-Res-Full- Cust-Account-
Transaction accounts MSG.xsd Full/Tddetails/
Schedule/ RDFREDAY
CycleDayIncrement
Corporate Not Not Not applicable
deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV Not Not

Transaction term Service QueryCust /FCUBS_BODY/ applicable applicable
Schedule/Financial deposit Acc-Res-Full- Cust-Account-
Transaction accounts MSG.xsd Full/Tddetails/
Schedule/Cycle RDFREMTH
MonthIncrement
Corporate Not Not Not applicable
deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV Not Not

Transaction term Service QueryCust /FCUBS_BODY/ applicable applicable
Schedule/Financial deposit Acc-Res-Full- Cust-Account-
Transaction accounts MSG.xsd Full/Tddetails/
Schedule/Cycle RDFREYEAR
YearIncrement
Corporate Not Not Not applicable
deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Install-

Transaction term Service QueryCust /FCUBS_BODY/ BIB Account ment
Schedule deposit Acc-Res-Full- Cust-Account- Amount
/Financial accounts MSG.xsd Full/Tddetails/
Transaction RDAMT
Schedule/Financial
Transaction Corporate Not Not Not applicable
Schedule deposit applicable applicable
Line/Amount accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Payment

Transaction term Service QueryCust /FCUBS_BODY/ BIB Account date
Schedule/Financial deposit Acc-Res-Full- Cust-Account-
Transaction accounts MSG.xsd Full/Tddetails/
Schedule/Next RDPAYSCHDT
TransactionDate
Corporate Not Not Not applicable
deposit applicable applicable
accounts

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 23 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Payment

EBO/Deposit term Service QueryCust /FCUBS_BODY/ BIB Account Currency
AccountTransaction deposit Acc-Res-Full- Cust-Account-
Schedule/Financial accounts MSG.xsd Full/Tddetails/
Transaction RDPAYMNTCCY
Schedule/Financial
Transaction Corporate Not Not Not applicable
ScheduleLine/ deposit applicable applicable
FinancialAccount/ accounts
CurrencyCode

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Payment

Transaction term Service QueryCust /FCUBS_BODY/ BIB Account Account
Schedule/Financial deposit Acc-Res-Full- Cust-Account-
Transaction accounts MSG.xsd Full/Tddetails/
Schedule/Financial PAYACC
Transaction
ScheduleLine/ Corporate Not Not Not applicable
FinancialAccount/ deposit applicable applicable
AccountNumber accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Payment

Transaction term Service QueryCust /FCUBS_BODY/ BIB Account Branch
Schedule/Financial deposit Acc-Res-Full- Cust-Account-
Transaction accounts MSG.xsd Full/Tddetails/
Schedule/Financial PAYBRN
Transaction
ScheduleLine
/FinancialAccount/
FinancialAccount
FinancialInstitution
BranchBusiness
Corporate Not Not Not applicable
Unit/Financial
deposit applicable applicable
InstitutionBranch
accounts
BusinessUnit
Reference/Business
UnitIdentification/
Id

238 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

CASA - Standing Instructions

/DepositAccount CASA and FCUBSSCV SCV- Branch Code FINCORP Branch

EBO/Deposit term Service SISumDtls- (DERIVED) BIB Account Code
AccountTransaction deposit Res-Full.xsd Standing
Schedule/Financial accounts Instructions
Transaction VBC
Schedule/Financial Corporate Not Not Not applicable
Transaction deposit applicable applicable
ScheduleLine/ accounts
FinancialAccount
/Financial
Institution
Reference/Location
Reference/Name

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Instruct-

Transaction term Service SISumDtls- /FCUBS_BODY BIB Account ion Num
Schedule/ deposit Res-Full.xsd /SISumDtls-Res- Standing
Identification/ID accounts Full/Si- Instructions
Instruction- VBC
Details/
INSTRUCTION_
NO

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Next Due

Transaction term Service SISumDtls- /FCUBS_BODY BIB Account Date
Schedule/Financial deposit Res-Full.xsd /SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/Next Instruction- VBC
TransactionDate Details/NEXT_
EXEC_DATE

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Expiry

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account Date
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/Status/ Instruction- VBC
EffectiveEndDate Details/
Time SI_EXPIRY_DATE

Corporate Not Not Not applicable

deposit applicable applicable
accounts

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 23 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Currency

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/Financial Instruction- VBC
Transaction Details/
Schedule SI_AMT_CCY
Line/Financial
Account Corporate Not Not Not applicable
/CurrencyCode deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Amount

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/Financial Instruction- VBC
Transaction Details/SI_AMT
ScheduleLine/
Amount Corporate Not Not Not applicable
deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Execution

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account Days
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/ Instruction- VBC
CycleDayIncrement Details/
EXEC_DAYS

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Execution

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account Months
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/Cycle Instruction- VBC
MonthIncrement Details/
EXEC_MTHS

Corporate Not Not Not applicable

deposit applicable applicable
accounts

240 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Execution

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account Years
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/CycleYear Instruction- VBC
Increment Details/
EXEC_YRS

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Execution

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account Status
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing
Transaction accounts Full/Si- Instructions
Schedule/Status/ Instruction- VBC
Code Details/
INST_STATUS

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP First

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account Execution
Schedule/Financial deposit Res-Full.xsd SISumDtls-Res- Standing date
Transaction accounts Full/Si- Instructions
Schedule/ Instruction- VBC
EffectiveTimePeriod Details/FIRST_
/StartDateTime EXEC_DATE

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Credit

EBO/Deposit term Service SISumDtls- /FCUBS_BODY/ BIB Account Account
AccountTransaction deposit Res-Full.xsd SISumDtls-Res- Standing
Schedule/Financial accounts Full/Si- Instructions
Transaction Instruction- VBC
Schedule/Financial Details/
Transaction CR_ACCOUNT
ScheduleLine/
FinancialAccount/ Corporate Not Not Not applicable
AccountNumber deposit applicable applicable
accounts

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 24 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV- FCUBS_RES_ENV FINCORP Credit

Transaction term Service SISumDtls- /FCUBS_BODY/ BIB Account Branch
Schedule deposit Res-Full.xsd SISumDtls-Res- Standing
/Financial accounts Full/Si- Instructions
Transaction Instruction- VBC
Schedule/Financial Details/
Transaction CR_ACC_BR
ScheduleLine/
FinancialAccount/
FinancialAccount
FinancialInstitution
BranchBusinessUnit Corporate Not Not Not applicable
/Financial deposit applicable applicable
InstitutionBranch accounts
BusinessUnit
Reference/Business
UnitIdentification/
Id

Current and Savings Account and Retail Deposit - Signatories

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Signatory

Holder/SignatureID term Service QueryCust /FCUBS_BODY/ BIB Account Number
deposit Acc-Res-Full- Accsigdetails/ Signatories
accounts MSG.xsd SIGID VBC

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Signatory

Holder/Financial term Service QueryCust /FCUBS_BODY/ BIB Account Name
AccountPerson deposit Acc-Res-Full- Accsigdetails/ Signatories
Holder/PersonParty accounts MSG.xsd SIGNAME VBC
Reference/
PersonName Corporate Not Not Not applicable
deposit applicable applicable
accounts

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Signatory

Holder/Financial term Service QueryCust /FCUBS_BODY/ BIB Account Type
AccountSigning deposit Acc-Res-Full- Accsigdetails/ Signatories
Authority/TypeCode accounts MSG.xsd SIGTYPE VBC

Corporate Not Not Not applicable

deposit applicable applicable
accounts

242 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Approval

Holder/Financial term Service QueryCust /FCUBS_BODY/ BIB Account Limit
AccountSigning deposit Acc-Res-Full- Accsigdetails/ Signatories
Authority/Limit accounts MSG.xsd APPROVLIMIT VBC
Amount
Corporate Not Not Not applicable
deposit applicable applicable
accounts

/FinancialAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Signatory

Holder/Signature term Service QueryCust /FCUBS_BODY/ BIB Account Message
Note/Content deposit Acc-Res-Full- Accsigdetails/ Signatories
accounts MSG.xsd SIGMSG VBC

Corporate Not Not Not applicable

deposit applicable applicable
accounts

Retail Deposit - Redemption

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Redempt-

Redemption term Service QueryCust /FCUBS_BODY/ BIB Account ion Date
/RedemptionDate deposit Acc-Res-Full- Cust-Account- Redemption
accounts MSG.xsd Full/Tddetails/ Detail VBC
EFFDATE

Corporate Not Not Not applicable

deposit applicable applicable
accounts

/DepositAccount CASA and FCUBSAcc ST- FCUBS_RES_ENV FINCORP Redempt-

Redemption term Service QueryCust /FCUBS_BODY/ BIB Account ion
/Amount deposit Acc-Res-Full- Cust-Account- Redemption Amount
accounts MSG.xsd Full/Tddetails/ Detail VBC
REDEMPTION_
AMT

Corporate Not Not Not applicable

deposit applicable applicable
accounts

Corporate Deposit - Schedules

/DepositAccount CASA and Not Not Not applicable FINCORP Schedule

Transaction term applicable applicable BIB Account Type
Schedule/Financial deposit Corporate
Transaction accounts Deposit
Schedule/TypeCode Schedule
Corporate Not Not Possible values VBC
deposit applicable applicable are P or S
accounts (Payment and
Collection,
Standing
Instruction)

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 24 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and Not Not Not applicable FINCORP Compon-

Transaction term applicable applicable BIB Account ent
Schedule/Financial deposit Corporate Descript-
Transaction accounts Deposit ion
Schedule Schedule
/Description Corporate FCUBSLD LDContract- FCUBS_RES_ENV VBC
deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Cust-Account-
Full/Contract-
Schedules/
SCOMP

/DepositAccount CASA and Not Not Not applicable FINCORP Compon-

Transaction term applicable applicable BIB Account ent Type
Schedule/Financial deposit Corporate
Transaction accounts Deposit
Schedule/ Schedule
ComponentType Corporate Not Not Possible values VBC
Code deposit applicable applicable are P or S
accounts (Principal
component,
Schedule
component)

/DepositAccount CASA and Not Not Not applicable FINCORP Start Date
Transaction term applicable applicable BIB Account
Schedule/Financial deposit Corporate
Transaction accounts Deposit
Schedule Schedule
/EffectiveTime Corporate FCUBSLD LDContract- FCUBS_RES_ENV VBC
Period/StartDate deposit Service Query-Res- /FCUBS_BODY/
Time accounts Full-MSG.xsd Cust-Account-
Full/Contract-
Schedules/
VALDT

/DepositAccount CASA and Not Not Not applicable FINCORP Number

Transaction term applicable applicable BIB Account
Schedule/Financial deposit Corporate
Transaction accounts Deposit
Schedule/ Schedule
Remaining Corporate FCUBSLD LDContract- FCUBS_RES_ENV VBC
Scheduled deposit Service Query-Res- /FCUBS_BODY/
TransactionCount accounts Full-MSG.xsd Cust-Account-
Full/Contract-
Schedules/
NO_OF_SCHD

244 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and Not Not Not applicable FINCORP Frequency

Transaction term applicable applicable BIB Account
Schedule/Financial deposit Corporate
Transaction accounts Deposit
Schedule Schedule
/FrequencyValue Corporate FCUBSLD LDContract- FCUBS_RES_ENV VBC
deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Cust-Account-
Full/Contract-
Schedules/FREQ

/DepositAccount CASA and Not Not Not applicable FINCORP Units

Transaction term applicable applicable BIB Account
Schedule/Financial deposit Corporate
Transaction accounts Deposit
Schedule/ Schedule
FrequencyUnitCode Corporate FCUBSLD LDContract- FCUBS_RES_ENV VBC
deposit Service Query-Res- /FCUBS_BODY/
accounts Full-MSG.xsd Cust-Account-
Full/Contract-
Schedules/
FREQ_UNIT

/DepositAccount CASA and Not Not Not applicable FINCORP Amount

EBO/Deposit term applicable applicable BIB Account Due
AccountTransaction deposit Corporate
Schedule/Financial accounts Deposit
Transaction Schedule
Schedule/Financial Corporate FCUBSLD LDContract- FCUBS_RES_ENV VBC
Transaction deposit Service Query-Res- /FCUBS_BODY/
ScheduleLine/ accounts Full-MSG.xsd Cust-Account-
Amount Full/Contract-
Schedules/AMT

CASA - Payments and Collection

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Instrum-

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account ent
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments Reference
Transaction accounts -Res/Pc- Collections Number
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleID INSTR_REF_NO

Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV

deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
INSTR_REF_NO

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 24 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Product

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Code
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleLine/ PRODUCT_CODE
FinancialAccount
/ItemReference/ Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
Name deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
PRODUCT_CODE

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Product

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Category
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/PROD_
ScheduleLine/ CATEGORY
FinancialAccount/
ItemReference Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
/TypeCode deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/PROD_
CATEGORY

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Customer

EBO/Deposit term Service SumDtls- /FCUBS_BODY/ BIB Account Account
AccountTransaction deposit Res.xsd PCMaintSumDtls Payments Branch
Schedule/Financial accounts -Res/Pc- Collections
Transaction Instruction- VBC
Schedule/Financial Details/
Transaction CUST_AC_BRN
ScheduleLine/
FinancialAccount/ Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
FinancialInstitution deposit Service SumDtls- /FCUBS_BODY/
Reference/Location accounts Res.xsd PCMaintSumDtls
Reference/Name -Res/Pc-
Instruction-
Details/
CUST_AC_BRN

246 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Customer

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Account
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments Number
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleLine/ CUST_AC_NO
FinancialAccount/
FinancialAccount Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
Holder/Financial deposit Service SumDtls- /FCUBS_BODY/
AccountPerson accounts Res.xsd PCMaintSumDtls
Holder/PersonParty -Res/Pc-
Reference/Contact/ Instruction-
PersonName/ Details/
Identification/ID CUST_AC_NO

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Customer

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Account
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments Currency
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleLine/ CUST_AC_CCY
FinancialAccount/
CurrencyCode Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
CUST_AC_CCY

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Customer

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Number
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleLine/ CUST_NO
FinancialAccount/
FinancialAccount Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
Holder/Financial deposit Service SumDtls- /FCUBS_BODY/
AccountPerson accounts Res.xsd PCMaintSumDtls
Holder/PersonParty -Res/Pc-
Reference/Contact/ Instruction-
PersonName/ Details/
FullName CUST_NO

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 24 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Counter

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Party
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments Account
Transaction accounts -Res/Pc- Collections Number
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleLine CPTY_AC_NO
/FinancialAccount/
AccountNumber Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
CPTY_AC_NO

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Next

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Generat-
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments ion Date
Transaction accounts -Res/Pc- Collections
Schedule/Next Instruction- VBC
TransactionDate Details/
NEXT_GEN_DT

Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV

deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
NEXT_GEN_DT

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Execution

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Days
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments
Transaction accounts -Res/Pc- Collections
Schedule/ Instruction- VBC
CycleDayIncrement Details/
EXEC_DAYS

Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV

deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
EXEC_DAYS

248 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Execution

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Months
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments
Transaction accounts -Res/Pc- Collections
Schedule/Cycle Instruction- VBC
MonthIncrement Details/
EXEC_MTHS

Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV

deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
EXEC_MTHS

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Execution

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Years
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments
Transaction accounts -Res/Pc- Collections
Schedule/Cycle Instruction- VBC
YearIncrement Details/
EXEC_YRS

Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV

deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
EXEC_YRS

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP End Date

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments
Transaction accounts -Res/Pc- Collections
Schedule/Effective Instruction- VBC
TimePeriod/ Details/
EndDateTime END_DATE

Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV

deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
END_DATE

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 24 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Deposit AccountEBM

Table 50. QueryDepositAccountResponseEBM

Siebel
Oracle Oracle Oracle Contact
FLEXCUBE FLEXCUBE FLEXCUBE Business Siebel
Account Service Interface Interface Compon- Contact
XML Path Type Name Object Column ent Field

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Counter

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account Party
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments Name
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleLine CPTY_NAME
/FinancialAccount/
FinancialAccount Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
Holder/Financial deposit Service SumDtls- /FCUBS_BODY/
AccountPerson accounts Res.xsd PCMaintSumDtls
Holder/PersonParty -Res/Pc-
Reference/Person Instruction-
Name/FullName Details/
CPTY_NAME

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Transact-

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account ion
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments Currency
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/TXN_CCY
ScheduleLine/
Amount@Currency Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
Code deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/TXN_CCY

/DepositAccount CASA and FCUBSSCV SCV-PCMaint FCUBS_RES_ENV FINCORP Transact-

Transaction term Service SumDtls- /FCUBS_BODY/ BIB Account ion
Schedule/Financial deposit Res.xsd PCMaintSumDtls Payments Amount
Transaction accounts -Res/Pc- Collections
Schedule/Financial Instruction- VBC
Transaction Details/
ScheduleLine/ TXN_AMOUNT
Amount
Corporate FCUBSSCV SCV-PCMaint FCUBS_RES_ENV
deposit Service SumDtls- /FCUBS_BODY/
accounts Res.xsd PCMaintSumDtls
-Res/Pc-
Instruction-
Details/
TXN_AMOUNT

250 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ QueryFinancialTransactionListEBM

QueryFinancialTransactionListEBM
The QueryFinancialTransactionListEBM integration objects, associated with the Financial Transaction
EBO, are used in query operations in the Integration to retrieve financial transactions from Oracle
FLEXCUBE Universal Banking. The application mappings used by the
QueryFinancialTransactionListEBM integration objects for the query operation are provided in this
topic.

Operation
Query

Service Consumer
Siebel CRM

Service Provider
Oracle FLEXCUBE Universal Banking

EBM Request and Response Operational Elements

■ QueryFinancialTransactionListEBM/DataArea/Query/QueryCriteria/QueryExpression/
ValueExpression/

■ QueryFinancialTransactionListResponseEBM/DataArea/QueryFinancialTransactionListResponse

Information about the QueryFinancialTransactionListEBM request-and-response messages is

provided in the following topics.

QueryFinancialTransactionListEBM
Table 51 lists the mapping information for the QueryFinancialTransactionListEBM.

Table 51. QueryFinancialTransactionListEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Oracle FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

Element Path = FCUBSSCVService SCV-CADtls-Query- FCUBS_REQ_ENV FINCORP Account

"Account Number" Req-MSG.xsd /FCUBS_BODY/ BIB Account Number
Accsigdetails/ Transactions
Element Value =
AC_NO VBC
<Value>

Element Path = FCUBSSCVService SCV-CADtls-Query- FCUBS_REQ_ENV FINCORP Branch

"Branch" Req-MSG.xsd /FCUBS_BODY/ BIB Account
Accsigdetails/ Transactions
Element Value = AC_BRANCH VBC
<Value>

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 25 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ QueryFinancialTransactionListEBM

Table 51. QueryFinancialTransactionListEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Oracle FLEXCUBE Interface Business Contact
XML Path Service Name Interface Object Column Component Field

Element Path = FCUBSSCVService SCV-CADtls-Query- FCUBS_REQ_ENV FINCORP Start

"From Date" Req-MSG.xsd /FCUBS_BODY/ BIB Account Date
Accsigdetails/ Transaction
Element Value = TRN_DT Query
<Value>

Element Path = "To FCUBSSCVService SCV-CADtls-Query- FCUBS_REQ_ENV FINCORP End

Date" Req-MSG.xsd /FCUBS_BODY/ BIB Account Date
Accsigdetails/ Transaction
Element Value =
TRN_DT Query
<Value>

QueryFinancialTransactionListResponseEBM
Table 52 lists the mapping information for the QueryFinancialTransactionListResponseEBM.

Table 52. QueryFinancialTransactionListResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/SourceFinancial FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Account

Account/Account Query-Res- /FCUBS_BODY/ Account Number
Number MSG.xsd SCV-CADtls- Transactions
Query-Res VBC
/AC_NO

/Identification/Id FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Transaction

Query-Res- /FCUBS_BODY/ Account Reference
MSG.xsd SCV-CADtls- Transactions Num
Query-Res VBC
/TRN_REF_NO

/OriginatedDate FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Transaction

Time Query-Res- /FCUBS_BODY/ Account Date
MSG.xsd SCV-CADtls- Transactions
Query-Res VBC
/TRN_DT

/Destination FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Related

FinancialAccount/ Query-Res- /FCUBS_BODY/ Account Account
AccountNumber MSG.xsd SCV-CADtls- Transactions Number
Query-Res VBC
/AC_NO

/PostedDateTime FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Value Date

Query-Res- /FCUBS_BODY/ Account
MSG.xsd SCV-CADtls- Transactions
Query-Res VBC
/VALUE_DT

252 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 52. QueryFinancialTransactionListResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/TypeCode FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Module

Query-Res- /FCUBS_BODY/ Account
MSG.xsd SCV-CADtls- Transactions
Query-Res VBC
/MODULE

/Description Not applicable Not applicable FCUBS_RES_ENV FINCORP BIB Transaction

/FCUBS_BODY/ Account Code
SCV-CADtls- Transactions Description
Query-Res VBC
/TRN_DESC

/Note/Content FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Additional

Query-Res- /FCUBS_BODY/ Account Text
MSG.xsd SCV-CADtls- Transactions
Query-Res VBC
/ADDL_TXT

/PurposeCode FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Event Code

Query-Res- /FCUBS_BODY/ Account
MSG.xsd SCV-CADtls- Transactions
Query-Res/EVENT VBC

/OperationTypeCode FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Debit/Credit

Query-Res- /FCUBS_BODY/ Account
MSG.xsd SCV-CADtls- Transactions
Query-Res/ VBC
DRCR_IND

/ConvertedAmount/ FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Foreign

@currencyCode Query-Res- /FCUBS_BODY/ Account Currency
MSG.xsd SCV-CADtls- Transactions
Query-Res VBC
/FCY_CURRENCY

/ConvertedAmount FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Foreign

Query-Res- /FCUBS_BODY/ Account Currency
MSG.xsd SCV-CADtls- Transactions Amount
Query-Res VBC
/FCY_AMOUNT

/CurrencyExchange/ FCUBSSCVService SCV-CADtls- FCUBS_RES_ENV FINCORP BIB Exchange

ConversionRate Query-Res- /FCUBS_BODY/ Account Rate
MSG.xsd SCV-CADtls- Transactions
Query-Res VBC
/EXCH_RATE

Loan AccountEBM
The LoanAccountEBM integration objects, associated with the Loan Account EBO, are used in create,
update and query operations in the Integration. The application mappings used by the
LoanAccountEBM integration objects for each of these operations is provided in the following topics:

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 25 3

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

■ “CreateLoanAccountEBM” on page 254

■ “UpdateLoanAccountEBM” on page 256

■ “QueryLoanAccountEBM” on page 259

CreateLoanAccountEBM
CreateLoanAccountEBM is used to create account links in Siebel CRM.

Operation
Create

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

CreateLoanAccountEBM/DataArea/CreateLoanAccount

Table 53 lists the mapping information for the CreateLoanAccountEBM.

Table 53. CreateLoanAccountEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/AccountNumber FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Account

NewAccount- TION/FCUBS_ Account Number
Notify-MSG.xsd NOTIF_
IDENTIFIER
/CLACCOUNT
SUMMARYRES
FULL/ACCNO

/FinancialAccount Not applicable Not applicable Value provided is FINCORP Sub Type
Identification/ CL Account
ApplicationObjectKey/
ContextID

254 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 53. CreateLoanAccountEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/FinancialAccount FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Branch

FinancialInstitution NewAccount- TION/ BIB Account Code
BranchBusinessUnit Notify-MSG.xsd FCUBS_NOTIF_
/FinancialAccount IDENTIFIER/
FinancialInstitution CLACCOUNTSUMM
BranchBusiness ARYRESFULL/BRN
UnitReference/
BusinessUnit
Identification/ID

/CurrencyCode FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Currency

NewAccount- TION/ Account
Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
CLACCOUNTSUMM
ARYRESFULL/CCY

/FinancialAccount FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Not

Holder/Financial NewAccount- TION/ Account applicable
AccountPersonHolder/ Notify-MSG.xsd FCUBS_NOTIF_
PersonPartyReference IDENTIFIER/
/PartyIdentification CLACCOUNTSUMM
/ID ARYRESFULL/
CPTY

/FinancialAccount FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Organizat-

Holder/Financial NewAccount- TION/ Account ion Id
AccountPersonHolder Notify-MSG.xsd FCUBS_NOTIF_
/PersonParty IDENTIFIER/ Acct Gen -
Authorized
Reference/Party CLACCOUNTSUMM
Users - Last
Identification/ ARYRESFULL/
ApplicationObjectKey/ XREF Name
ID

/FinancialAccount Not applicable Not applicable Values are I or C FINCORP Not

Holder/Financial (Individual Account applicable
AccountPerson customer or
Holder/PersonParty Corporate
Reference/Party customer)
Identification/
ApplicationObjectKey
/ContextID

Not applicable Not applicable Not applicable Not applicable FINCORP Acct Gen -
Account Primary
Contact Id

/Status/Code FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Account

NewAccount- TION/ Account Status
Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
CLACCOUNTSUMM
ARYRESFULL/
ACCSTAT

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 25 5

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 53. CreateLoanAccountEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/ItemReference/ FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Name

ItemIdentification/ID NewAccount- TION/ Account
Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
CLACCOUNTSUMM
ARYRESFULL/PRD

/MaturityDate FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Maturity

NewAccount- TION/ Account Date
Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
CLACCOUNTSUMM
ARYRESFULL/
MATDT

/FinancialAccount FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Type

Holder/Financial NewAccount- TION/ Account
AccountSigning Notify-MSG.xsd FCUBS_NOTIF_ Contact
Authority/TypeCode IDENTIFIER/
CLACCOUNTSUMM
ARYRESFULL/
OTAPPDET/RESP

/LoanAmount FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Loan

NewAccount- TION/ Account Amount
Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
CLACCOUNTSUMM
ARYRESFULL/
OTAPPDET/
AMOUNT

/DisbursedAmount FCUBSCLService CL- FCUBS_NOTIFICA FINCORP Amount

NewAccount- TION/ BIB Account Disbursed
Notify-MSG.xsd FCUBS_NOTIF_
IDENTIFIER/
CLACCOUNTSUMM
ARYRESFULL/
OTAPPDET/
DISBAMT

UpdateLoanAccountEBM
UpdateLoanAccountEBM is used to update a home loan account with a new customer ID in Siebel
CRM.

Operation
Update

256 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Service Consumer
Oracle FLEXCUBE Universal Banking

Service Provider
Siebel CRM

EBM Request Operational Element

UpdateLoanAccountEBM/DataArea/UpdateLoanAccount

Table 54 lists the mapping information for the UpdateLoanAccountEBM.

Table 54. UpdateLoanAccountEBM

Oracle Oracle Siebel

FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Oracle FLEXCUBE Business Contact
XML Path Name Object Interface Column Component Field

/AccountNumber FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Account

Service Acount-Notify- /FCUBS_NOTIF_ Account Number
MSG.xsd IDENTIFIER/
CLACCOUNTSUMMARY
RESFULL/ACCNO

/FinancialAccount Not Not applicable Value provided is CL FINCORP Sub Type

Identification/ applicable Account
ApplicationObjectKey
/ContextID

/FinancialAccount FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Branch

FinancialInstitution Service Acount-Notify- /FCUBS_NOTIF_ BIB Account Code
BranchBusinessUnit MSG.xsd IDENTIFIER/
/FinancialAccount CLACCOUNTSUMMARY
FinancialInstitution RESFULL/BRN
BranchBusinessUnit
Reference/Business
UnitIdentification
/ID

/CurrencyCode FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Currency

Service Acount-Notify- /FCUBS_NOTIF_ Account
MSG.xsd IDENTIFIER/
CLACCOUNTSUMMARY
RESFULL/CCY

/FinancialAccount FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Not

Holder/Financial Service Acount-Notify- /FCUBS_NOTIF_ Account applicable
AccountPersonHolder MSG.xsd IDENTIFIER/
/PersonPartyReference CLACCOUNTSUMMARY
/PartyIdentification/ID RESFULL/CPTY

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 25 7

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 54. UpdateLoanAccountEBM

Oracle Oracle Siebel

FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Oracle FLEXCUBE Business Contact
XML Path Name Object Interface Column Component Field

/FinancialAccount FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Organizat-

Holder/Financial Service Acount-Notify- /FCUBS_NOTIF_ Account ion Id
AccountPersonHolder MSG.xsd IDENTIFIER/
/PersonPartyReference CLACCOUNTSUMMARY Acct Gen -
Authorized
/PartyIdentification RESFULL/XREF
Users - Last
/ApplicationObjectKey/
ID Name

/FinancialAccount FCUBSCL CL-Modify Values are I or C FINCORP Not

Holder/Financial Service Acount-Notify- (Individual customer or Account applicable
AccountPersonHolder MSG.xsd Corporate customer)
/PersonPartyReference
/PartyIdentification/
ApplicationObjectKey/
ContextID

Not applicable Not Not applicable Not applicable FINCORP Acct Gen -
applicable Account Primary
Contact Id

/Status/Code FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Account

Service Acount-Notify- /FCUBS_NOTIF_ Account Status
MSG.xsd IDENTIFIER/
CLACCOUNTSUMMARY
RESFULL/ACCSTAT

/ItemReference/ FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Name

ItemIdentification/ID Service Acount-Notify- /FCUBS_NOTIF_ Account
MSG.xsd IDENTIFIER/
CLACCOUNTSUMMARY
RESFULL/PRD

/MaturityDate FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Maturity

Service Acount-Notify- /FCUBS_NOTIF_ Account Date
MSG.xsd IDENTIFIER/
CLACCOUNTSUMMARY
RESFULL/MATDT

/FinancialAccount FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Type

Holder/Financial Service Acount-Notify- /FCUBS_NOTIF_ Account
AccountSigning MSG.xsd IDENTIFIER/ Contact
Authority/TypeCode CLACCOUNTSUMMARY
RESFULL/OTAPPDET/
RESP

258 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 54. UpdateLoanAccountEBM

Oracle Oracle Siebel

FLEXCUBE FLEXCUBE Contact Siebel
Service Interface Oracle FLEXCUBE Business Contact
XML Path Name Object Interface Column Component Field

/LoanAmount FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Loan

Service Acount-Notify- /FCUBS_NOTIF_ Account Amount
MSG.xsd IDENTIFIER/
CLACCOUNTSUMMARY
RESFULL/OTAPPDET/
AMOUNT

/DisbursedAmount FCUBSCL CL-Modify FCUBS_NOTIFICATION FINCORP Amount

Service Acount-Notify- /FCUBS_NOTIF_ BIB Account Disbursed
MSG.xsd IDENTIFIER/
CLACCOUNTSUMMARY
RESFULL/OTAPPDET/
DISBAMT

QueryLoanAccountEBM
QueryLoanAccountEBM is used to retrieve financial account information from Oracle FLEXCUBE
Universal Banking.

Operation
Query

Service Consumer
Siebel CRM

Service Provider
Oracle FLEXCUBE Universal Banking

EBM Request and Response Operational Elements

■ QueryLoanAccountEBM/DataArea/QueryLoanAccount

■ QueryLoanAccountResponseEBM/DataArea/QueryLoanAccountResponse

Information about the LoanAccountEBM request-and-response messages is provided in the following

topics.

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 25 9

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

QueryLoanAccountEBM
Table 55 lists the mapping information for the QueryLoanAccountEBM.

Table 55. QueryLoanAccountEBM

Oracle Siebel
Oracle FLEXCUBE Contact Siebel
FLEXCUBE Interface Oracle FLEXCUBE Business Contact
XML Path Service Name Object Interface Column Component Field

/Identification/ID FCUBSCLService CL-Info-Qry- FCUBS_REQ_ENV/ FINCORP Account

Req-Msg.xsd FCUBS_BODY/Info- Account Number
Qry-Req/ACCNO

/Identification/ FCUBSCLService CL-Info-Qry- FCUBS_REQ_ENV/ FINCORP BIB Branch

ContextID Req-Msg.xsd FCUBS_BODY/Info- Account Code
Qry-Req/BRN

/Identification/ FCUBSCLService CL-Info-Qry- FCUBS_REQ_ENV/ FINCORP Sub Type

ApplicationObjectKey Req-Msg.xsd FCUBS_BODY/Info- Account
/ContextID Qry-Req/MODULE

QueryLoanAccountResponseEBM
Table 56 lists the mapping information for the QueryLoanAccountResponseEBM.

Table 56. QueryLoanAccountResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/AccountNumber FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Account

Res-FULL- /FCUBS_BODY/ Account Number
Msg.xsd Info-Qry-Res-
FULL/ACCNO

/FinancialAccount Not applicable Not applicable Hard coded to CL FINCORP Sub Type
Identification Account
/ApplicationObjectKey
/ContextID

/FinancialAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Branch

FinancialInstitution Res-FULL- /FCUBS_BODY/ Account Code
BranchBusinessUnit Msg.xsd Info-Qry-Res-
/FinancialAccount FULL/BRN
FinancialInstitution
BranchBusinessUnit
Reference/Business
UnitIdentification/ID

/CurrencyCode FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Currency

Res-FULL- /FCUBS_BODY/ Account
Msg.xsd Info-Qry-Res-
FULL/CCY

260 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 56. QueryLoanAccountResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/FinancialAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Not

Holder/Financial Res-FULL- /FCUBS_BODY/ Account applicable
AccountPersonHolder Msg.xsd Info-Qry-Res-
/PersonPartyReference/ FULL/CPTY
PartyIdentification/ID

/FinancialAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Organiza-

Holder/Financial Res-FULL- /FCUBS_BODY/ Account tion Id
AccountPersonHolder Msg.xsd Info-Qry-Res- Acct Gen -
/PersonPartyReference FULL/XREF Authorized
/PartyIdentification/ Users - Last
ApplicationObjectKey/ Name
ID

/FinancialAccount FCUBSCLService CL-Info-Qry- Values are I or C FINCORP BIB Not

Holder/Financial Res-FULL- (Individual Account applicable
AccountPersonHolder Msg.xsd customer,
/PersonPartyReference/ Corporate
PartyIdentification/ customer)
ApplicationObjectKey/
ContextID

Not applicable Not applicable Not applicable Not applicable FINCORP Acct Gen -
Account Primary
Contact Id

/Status/Code FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Account

Res-FULL- /FCUBS_BODY/ Account Status
Msg.xsd Info-Qry-Res-
FULL/ACCSTAT

/ItemReference/ FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Name

ItemIdentification/ID Res-FULL- /FCUBS_BODY/ Account
Msg.xsd Info-Qry-Res-
FULL/PRD

/MaturityDate FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Maturity

Res-FULL- /FCUBS_BODY/ Account Date
Msg.xsd Info-Qry-Res-
FULL/MATDT

/FinancialAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Type

Holder/Financial Res-FULL- /FCUBS_BODY/ Account
AccountSigning Msg.xsd Info-Qry-Res- Contact
Authority/TypeCode FULL/Othr-
Applicants/RESP

/BookedDate FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Book Date

Res-FULL- /FCUBS_BODY/ Account
Msg.xsd Info-Qry-Res-
FULL/BOOKDT

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 26 1

Implementation Guide Siebel Innovation Pack 2017
EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 56. QueryLoanAccountResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/EffectiveDate FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Start Date

Res-FULL- /FCUBS_BODY/ Account
Msg.xsd Info-Qry-Res-
FULL/VALDT

/Status/SubStatusCode FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Contract

Res-FULL- /FCUBS_BODY/ Account Status
Msg.xsd Info-Qry-Res-
FULL/CONSTAT

/LoanAmount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP Loan

Res-FULL- /FCUBS_BODY/ Account Amount
Msg.xsd Info-Qry-Res-
FULL/AMOUNT

/DisbursedAmount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Amount

Res-FULL- /FCUBS_BODY/ Account Disbursed
Msg.xsd Info-Qry-Res-
FULL/DISBAMT

Components

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Component

Component/ Res-FULL- /FCUBS_BODY/ Account Loan Id
Identification/ID Msg.xsd Info-Qry-Res- Components
FULL/ VBC
CLCOMPDET/
COMPNAME

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Component

Component/TypeCode Res-FULL- /FCUBS_BODY/ Account Loan Name
Msg.xsd Info-Qry-Res- Components
FULL/ VBC
CLCOMPDET/
COMPDESC

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Expected

Component/Expected Res-FULL- /FCUBS_BODY/ Account Loan Amount
RepaidAmount Msg.xsd Info-Qry-Res- Components
FULL/ VBC
CLCOMPDET/
EXPAMT

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Overdue

Component/Overdue Res-FULL- /FCUBS_BODY/ Account Loan Amount
Amount Msg.xsd Info-Qry-Res- Components
FULL/ VBC
CLCOMPDET/
OVDAMT

262 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

Implementation Guide Siebel Innovation Pack 2017
 EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 56. QueryLoanAccountResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Outstand-

Component/Remaining Res-FULL- /FCUBS_BODY/ Account Loan ing Amount
Amount Msg.xsd Info-Qry-Res- Components
FULL/ VBC
CLCOMPDET/
OUTSTDAMT

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Advance

Component/Prepaid Res-FULL- /FCUBS_BODY/ Account Loan Amount
Amount Msg.xsd Info-Qry-Res- Components
FULL/ VBC
CLCOMPDET/
ADVAMT

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Currency

Component/Remaining Res-FULL- /FCUBS_BODY/ Account Loan
Amount/ Msg.xsd Info-Qry-Res- Components
@currencyCode FULL/ VBC
CLCOMPDET/CCY

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Latest

Component/Effective Res-FULL- /FCUBS_BODY/ Account Loan Interest
InterestRate Msg.xsd Info-Qry-Res- Components Rate
FULL/ VBC
CLCOMPDET/
INTRT

Schedules

/LoanAccount Not applicable Not applicable Running serial FINCORP BIB Component
ScheduledRepayment/ number Account Loan Id
Identification/ID Schedule VBC

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Schedule

ScheduledRepayment/ Res-FULL- /FCUBS_BODY/ Account Loan Due Date
RepaymentDate Msg.xsd Info-Qry-Res- Schedule VBC
FULL/COMPSCH/
DUEDATE

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Amount

ScheduledRepayment/ Res-FULL- /FCUBS_BODY/ Account Loan Settled
RepaymentAmount Msg.xsd Info-Qry-Res- Schedule VBC
FULL/COMPSCH/
AMTSETT

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Amount

ScheduledRepayment/ Res-FULL- /FCUBS_BODY/ Account Loan Due
OverdueAmount Msg.xsd Info-Qry-Res- Schedule VBC
FULL/COMPSCH/
AMTDUE

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EBM Mappings Used in Online Synchronization ■ Loan AccountEBM

Table 56. QueryLoanAccountResponseEBM

Oracle Oracle Siebel

Oracle FLEXCUBE FLEXCUBE Contact Siebel
FLEXCUBE Interface Interface Business Contact
XML Path Service Name Object Column Component Field

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB EMI

ScheduledRepayment Res-FULL- /FCUBS_BODY/ Account Loan Amount
/EquatedInstallment Msg.xsd Info-Qry-Res- Schedule VBC
PrincipalAmount FULL/COMPSCH/
EMIAMT

/LoanAccount FCUBSCLService CL-Info-Qry- FCUBS_RES_ENV FINCORP BIB Accrued

ScheduledRepayment Res-FULL- /FCUBS_BODY/ Account Loan Amount
/CurrentCycleInterest Msg.xsd Info-Qry-Res- Schedule VBC
AccrualAmount FULL/COMPSCH/
ACCRAMT

/LoanAccount Not applicable Not applicable The amortized FINCORP BIB Amortized
ScheduledRepayment principal is Account Loan Principal
/EquatedInstallment derived based on Schedule VBC
TotalAmount the EMI amount
and the amount
due For the
interest
component.This
applies to
amortized loans
only.

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 Index

A CreateCustomerPartyResponseEBM 143
account and contact data, inquiry from CreateDepositAccountEBM 211
Oracle FLEXCUBE 64 CreateLoanAccountEBM 254
account class data mapping 113 CreateSalesOpportunityEBM 196
account data CreateServiceRequestEBM 199
data integration 57 CSTM_PRD_HANDOFF staging table 113
transactions 67 customer address
activity data constraint 13
creating 69 updating 66
data integration 61 customer data
integration point 11 batch loading 50
CASA 11
inquiry from Siebel CRM 62
B integration 55
batch data integration origination 65
log files 47, 73 relationship details 66
overview 10 transactions 66
performing 47 customer information integration point 11
post data load tasks 49 customer modification integration point 11
process 45 customer or prospect search 11
running scenarios 47 customer workflow policies 34
staging tables 45 CustomerPartyEBM
updating periodically 50 CreateCustomerPartyEBM 126
BCTB_CONTRACT_HANDOFF staging CreateCustomerPartyResponseEBM 143
table 122
BIB_ODI_ERROR_LOG log table 73
branch data D
data integration 62 data integration
mapping 112 about 55
business process integration points activity data 61
about 11 batch synchronization 10
description 62 branch data 62
customer data 55
financial account data 57
C lead data 60
CASA and retail deposit data limit data 56
mapping 115 mandate data 62
staging table 115 offer data 59
CLTM_LOAN_RATE_HDF staging table 115 product data 62
column length, constraint 13 service request data 60
context for integration, configuring 27 data mapping
contract data, mapping 122 account class 113
corporate deposit account data branch data 112
mapping 115 CASA and retail deposit data 115
staging table 115 contract (bills and collections) 122
synchronization 11 contract (letters of credit) 123
CreateCustomerInteractionEBM 207 corporate deposit account data 115
CreateCustomerPartyEBM 126 CreateCustomerPartyEBM 127

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Index ■ E

CreateCustomerPartyResponseEBM 143 financial transactions, inquiry from Siebel

CreateDepositAccountEBM 211 CRM 62
CreateLoanAccountEBM 254 FINCORP BIB Loan Account Upsert FAF
limit data 119 Workflow.xml file 93
mandate data 120 FINS BIB Loan Account Create Workflow.xml
product data 113 file 103
product rate data 115 fire-and-forget inbound Web services 54
QueryCustomerPartyResponseEBM 145 fire-and-forget outbound Web services 55
QueryDepositAccountEBM 227
QueryDepositAccountResponseEBM 228 G
QueryFinancialTransactionListEBM 251 GETM_LIMITS_HANDOFF staging table 119
QueryFinancialTransactionListResponseEBM
252
QueryLoanAccountEBM 260 H
QueryLoanAccountResponseEBM 260 home loan account, customer
tables 111 assignment 67
used by Oracle Data Integrator 111
data transformations, verifying 84 I
database link, creating 24 inbound Web services
demand deposit account, updates 67 fire-and-forget 54
synchronous 54
E inquiries
EAI JMS Transport business service, from Oracle FLEXCUBE Universal Banking 64
configuring 37 from Siebel CRM 11, 62
EIM data mapping 111 offers 64
EIM log files 73 integration context, configuring 27
end-of-day process 47 integration customization
Enterprise Business Messages data transformations 84
BankGuaranteeEBM 189 deploying workflows 86
CustomerInteractionEBM 207 editing WSDL files 87
CustomerPartyEBM 125 importing EBMs to Siebel Tools 80
DepositAccountEBM 211 planning 77
DocumentaryCollectionEBM 173 process 79
DocumentaryCreditEBM 174 Web services 92
FinancialTransactionEBM 251 Integration files
importing to Siebel Tools 80 accessing 18
LineOfCreditEBM 170 deploying in an Oracle Data Integrator
LoanAccountEBM 253 environment 20
MarketingOfferEBM 194 integration packages
SalesOpportunityEBM 196 generating scenarios 30
ServiceRequestEBM 198 list of 45
Enterprise Object Library integration points
components 77 account transactions 67
copying from Foundation Pack 80 activities 69
error handling, Siebel CRM 71 creating leads 68
customer transactions 66
inquiries from Oracle FLEXCUBE Universal
F Banking 64
FIN_CON_CITIZENSHIP LOV 39 inquiries from Siebel CRM 62
financial account data origination of customers and financial
batch loading 50 accounts 65
data integration 57 service requests 68
inquiry from Siebel CRM 62 integration user, creating 49
origination 65 integration variables

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 Index ■ J

configuring in Oracle Data Integrator documentation 15

(development) 28 installing 80
configuring in Oracle Data Integrator Oracle Data Integrator
(production) 32 configuring (development environment) 24
integration workflows, activating 40 configuring a context for the integration 27
configuring integration variables 28
J connecting to Oracle FLEXCUBE and Siebel
Java environment databases 24
configuring the EAI JMS Transport business data mappings used 111
service 37 entities synchronized 10
setting up 36 generating scenarios 30
implementing the integration (production
environment) 30
L installing 18
LCTB_CONTRACT_HANDOFF staging integration variables 28
table 123 packages 45
LDTM_CDRATE_HANDOFF staging table 115 running scenarios 47
lead creation integration point 11 staging tables 45
lead data Oracle FLEXCUBE database
creating 68 connecting to 24, 25
data integration 60 creating the database link 24
limit data Oracle FLEXCUBE Universal Banking
integration 56 configuring integration components 43
mapping 119 data mapping to EIM tables 111
loan data end-of-day process 47
account information 11 inquiries from 64
mapping 115 online integration errors 74
log files preparing for batch data loads 47
batch data integration 47, 73 staging tables 45
EIM 73 origination
online integration 71 activity data 69
Siebel CRM 71 customer data 65
LOVs, modifying 39 financial account data 65
lead data 68
M service requests 68
mandate data outbound Web services
data integration 62 configuring 42
mapping 120 configuring JMS 35
master repository, importing 20 fire-and-forget 55
queue and connection factory details 38
O synchronous 54
offer data
data integration 59 P
inquiries from Oracle FLEXCUBE 64 PCTM_CLIENT_HANDOFF staging table 120
offers inquiry for existing customers 11 product data
online data integration mapping 113
about 53 synchronizing 62
error handling 71 product features in Siebel CRM 40
log files 71 product rate data, mapping 115
Oracle FLEXCUBE errors 74 production environment
overview 11 implementing the integration 30
Oracle AIA concepts 76 importing Oracle Data Integrator
Oracle AIA Foundation Pack scenarios 31

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Index ■ Q

modifying scenarios 32 creating a database link 24

transferring scenarios to 31 Siebel Financial Services application
configuring 33
Q integration user 49
QueryBankGuaranteeEBM 189 integration workflows 40
QueryCustomerPartyEBM 143 modifying LOVs 39
QueryCustomerPartyListEBM 148 post data load tasks 49
QueryCustomerPartyResponseEBM 145 product features 40
QueryDepositAccountResponseEBM 228 software requirements for the
QueryDocumentaryCollectionEBM 173 Integration 14
QueryDocumentaryCreditEBM 178 solution assumptions and constraints 13
QueryFinancialTransactionListEBM 251 staging tables 45
QueryFinancialTransactionListResponseEBM STTM_ACCLASS_UDE_VALHF staging
252 table 115
QueryLineOfCreditEBM 170 STTM_ACLASS_HANDOFF staging table 113
QueryLoanAccountEBM 259 STTM_BRANCH_HANDOFF staging table 112
QueryLoanAccountResponseEBM 260 synchronous inbound Web services 54
QueryMarketingOfferEBM 194 synchronous outbound Web services 54
QueryServiceRequestListEBM 204
queue and connection factory details, T
updating 38 term deposit account information 11
transactions
R accounts 67
relationship data (customer) 66 customer data 66
financial 62
S
scenarios
U
generating 30 UpdateCustomerPartyEBM 161
importing 31 UpdateDepositAccountEBM 218
modifying variables 32 UpdateLoanAccountEBM 256
running 47 updates to batch data 50
transferring between repositories 31 UpdateServiceRequestEBM 202
service request data
data integration 60 W
online integration 68 Web services
service request integration point 11 configuring 42
Siebel CRM customizing 92
batch data log files 73 fire-and-forget inbound 54
error handling 71 fire-and-forget outbound 55
inquiries from 62 setting queue and connection factory
log files 71 details 38
Siebel CRM Integration to Oracle FLEXCUBE synchronous inbound 54
Universal Banking synchronous outbound 54
customizing 75 work repository, creating 21
implementing in a production Workflow Monitor Agent
environment 30 configuring 33
installing and configuring 17 creating 34
overview 9 monitoring customer policies 34
software requirements 14 workflows
solution assumptions and constraints 13 activating 40
troubleshooting 71 configuring the Workflow Process
Siebel database Manager 35
connecting to 24, 26 deploying 86

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 Index ■ W

editing 38 WSDL files, editing 87

sample files 93

Siebel CRM Integration to Oracle FLEXCUBE Universal Banking 26 9

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Index ■ W

270 Siebel CRM Integration to Oracle FLEXCUBE Universal Banking

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