Technologies that enable business process computing in Siebel are:
• Assignment Manager – Expresses rules to assign records to people, enables assignment based on skills, workload, availability, etc and supports ownership transitions within a process.
• SmartScript – Guides users through data entry tasks, and is effective for call scripting and includes basic support for transaction level commits.
• Activity Template – Contains a pre-defined series of to-do steps and is effective for handling asynchronous/offline tasks.
• Workflow Policies – Generates events based on database operations and is effective for performing simple actions such as sending email, creating an activity or assignment.
• State Models – Restricts transition of record status based on current value and position of the user. Also can enforce directional progression of status, for example so Opportunities move forward but not backward through a pipeline.
The workflow process types are as follows:
• 7.0 Flow. A 7.0 workflow process provides backward compatibility for existing Siebel 7 (pre-7.7) workflows.
• Long Running Flow. A long-running workflow process is a persistent workflow that can last for hours, days, or months.
• Interactive Flow. An interactive workflow process navigates the user across Siebel views.
• Service Flow. A service workflow process executes a set of operations upon event invocation.
• 7.0 Flow. A 7.0 workflow process provides backward compatibility for existing Siebel 7 (pre-7.7) workflows.
• Long Running Flow. A long-running workflow process is a persistent workflow that can last for hours, days, or months.
• Interactive Flow. An interactive workflow process navigates the user across Siebel views.
• Service Flow. A service workflow process executes a set of operations upon event invocation.
Commonly used Business Service in Workflow processes include:
1. FINS Data Transfer Utilities
• Description: Allows you to transfer data from source BC to a destination BC without script.
• Available Methods:
• DataTransfer
• GetActiveViewProp
• QueueMethod
• TryMockMethod.
2. FINS Validator
• Description: Validate data based on predefined rules. It is developed through Application Administration and not script. Also, supports custom messages.
• Available Methods:
• Validate
3. FINS Dynamic UI Service
• Description: Allows creating and rendering of read-only views with a single read-only applet based on user input. Administered through admin views and not script.
• Available Methods:
• AddRow
• DeleteRow
• SetViewName
4. Outbound Communications Manager
• Description: Automates sending notifications via fax and emails to contacts and employees.
• Available Methods:
• CreateRequest
• SendMessage
• SendSmtpMessage
• SubmitRequest
5. Synchronous Assignment Manager Requests
• Description: Automates assigning objects by using Assignment Manager rules.
• Available Methods:
• Assign
6. Server Requests
• Description: Allows sending of generic requests to the request broker. It can send it in three different modes: asynchronous, synchronous, or schedule mode. (Example, call a workflow but need to be asynchronous request)
• Available Methods:
• SubmitRequest
• CancelRequest
7. Report Business Service
• Description: Automates sending, scheduling, printing, saving, emailing reports. Also, automates administrative tasks such as synching new users.
• Available Methods:
• ExecuteReport
• DelOne
• DownloadReport
• GrantRoleAccess2Report
• GrantUserAccess2Report
• PrintReport
• RunAndEmailReport
• ScheduleReport
• SyncOne
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