Monday Jan 20, 2014

Description of the Business Object component within Oracle Siebel CRM / Oracle Siebel 的业务对象(BO)说明

Read in Chinese



Description of the Business Object component within Oracle Siebel CRM



Oracle Siebel CRM is a mainstream Customer Relationship Management (CRM) software package within the current global market. Providing a very comprehensive solution, Oracel Siebel defines its objects by three main levels of technical implementation.



BO (Business Object) in the business level is quite interesting. In reality, a single business component (BC) cannot describe an actual business comprehensively. Therefore, the system has introduced the concept of Business Object to link various Business Components together, to fully represent an actual business. Looking at an example of a Business Component - “Opportunity”: in order to fully understand a business opportunity, we have to take into consideration the Account, Contact and Action that are associated with the business opportunity. Therefore in technical implementation, it is the Business Object that has linked all these different components together.



In this scenario developed around Opportunity, Opportunity is the Parent Business Component, with Account, Contact and Action that describe the Opportunity as Child Business Components. This has formed a multidimensional technical model centered around Opportunity. Its technical implementation can be illustrated as below:



Link is implemented by primary key/foreign key relationship.



Wang Zeyi: Senior training lecturer in Oracle University. Wang has engaged in the CRM field for a long time, including experience in CRM pre-sales, research, business analysis and technical implementation among various industries such as financial service, Hi-tech, telecommunication and automobile. He is mainly in charge of training courses on Oracle Siebel CRM and Oracle Fusion CRM.



Oracle Siebel 的业务对象(BO)说明


Read in English



Oracle Siebel CRM 软件是当今全球主流客户关系管理软件。具有非常完善的解决方案。其技术实现中的对象定义分为三个主要层面。



其中业务层中的业务对象也就是英文所说的BO,比较有特点。因为,在实际业务中一个单独的业务组件 (BC)无法全面描述一个实际业务。所以引入业务对象 (BO) 来关联多个业务组件 (BC),来描述具体的一个实际业务。例如:商机 (Opportunity)这个业务,在实际工作中要想全面了解一个商机,必然要查看这个商机相关的客户 (Account),联系人(Contact),操作 (Action)。这时技术实现中用到的就是业务对象 (BO) 来将这些不同的对象关联到一起。



这样这个场景中处于中心地位的商机 (Opportunity) 作为父业务组件 (BC),而作为商机描叙性信息的客户 (Account),联系人(Contact),操作 (Action) 作为子业务组件存在。形成一个以商机 (Opportunity) 为中心的多维描述的技术模型。至于技术实现就比较容易如下图:



至于链接(Link)的实现,是通过主外键关系实现的。



王泽义 甲骨文大学高级培训讲师。长期从事客户关系管理 (CRM) 相关工作,参与过金融服务、高科技、通信、汽车等多个行业的 CRM 售前、调研、业务分析和技术实现。主要讲授 Oracle Siebel CRM 和 Oracle Fusion CRM 方面的培训课程。

Wednesday Sep 25, 2013

Siebel Pricing: Adding a New Variable to a Variable Map
By Tim Bull

Remember: Variable Maps are used by the PSP driver workflows to build the row sets that are passed to the pricing procedure workflows.

Variable Maps specify the structure of the row set by defining the variables that appear in the row set and the source of the data.

 

The Variable Source is defined by the Source Type and the Path

The Source Type of Instance refers to business components in the active business object. The Path does not refer directly to the business component and its field. Rather, it is defined in terms of an integration object that maps to the business object/component/fields.

 

To add a new Variable to a Variable Map

1. Lock the Variable Map

Administration - Order Management > Variable Maps

 

2. Create the Variable Definition


Determines the name to be used in pricing procedure business services

 

3. Create the Variable Source

Identify the Integration Component Field that references the new Business Field


4. Release the Variable Map

More Information:
To learn more about variable maps I can recommend the 3-day course: Siebel 8.0 Customer Order Management: Pricing Configuration.
You can find more information about Oracle University's offerings for Siebel on the Siebel Training web page.
You can also send me an eMail: tim.bull@oracle.com

About the Author:


Tim Bull joined Siebel Systems in 1999 and transferred to Oracle in 2006. He is a Principal Education Consultant at Oracle University and is the Senior UK instructor for Siebel software. Using his detailed product knowledge Tim delivers both In Class and Live Virtual Class courses across all the Siebel Curriculum.

Friday Mar 29, 2013

The EAI Dispatch Service

The EAI Dispatch Service is an EAI business service that invokes other business services or workflows based on the contents of an input property set. It is driven by a set of customer-configurable rule and is used in both inbound and outbound integration workflows to route messages based on their content.

EAI Dispatch Service

Example: route incoming message from multiple suppliers to the corresponding workflow

Benefits of the EAI Dispatch Service

The dispatch service uses conditional processing to implement Business Policy. Conditional processing is more general than workflow and is based on the entire message rather than just the value of business component fields. This means we can reduce the number of workflows that need to be developed to handle a set of incoming messages and allowing for reuse of business logic in workflows. The dispatch service (like workflow) expresses business logic declaratively and is therefore easier to maintain than custom scripts.

EAI Dispatch Service Methods

The Dispatch Service has the following methods:

Execute:

  • Examines the incoming message
  • Dispatches the message according to the rules
  • Is used in production systems

Lockup:

  • Evaluates the incoming message
  • Does not dispatch the message
  • Is used for testing

Process Aggregate Request

  • Allows multiple invocations of methods in business services in a single request
  • Formats the output into a single message

Rules are used by the EAI Dispatch Service to process messages. They are created and administrated in the Siebel client.

They consist of:

  • One or more conditions used to evaluate an incoming property set
  • A target business service to execute when a condition is satisfied
  • Zero, one, or more transforms to apply to the property set

They are expressed using a search expression notation based on traversing a hierarchical structure.

The search expression uses an XPATH-like notation to examine contents of the property set which includes several symbols to specify navigation to a desired component in the property set hierarchy:

  • / : refers to a level in the hierarchy
  • @ : refers to an attribute

EAI Dispatch Service

A rule set is a set of rules that are evaluated in a specified sequence. The first rule that satisfies is applied and the rule evaluation stops.

EAI Dispatch Service

The rule examines an input property set. It specifies an expression that evaluates an incoming property set and a business service and method to execute if the expression is satisfied.

EAI Dispatch Service

A transform is an optional expression used to pass the existing hierarchy as it is or modify it.

EAI Dispatch Service

Using a Dispatch Rule Set

Outbound Processing

Example:

Send an order to a vendor using a transport specific to the vendor. Include the Dispatch service in a general workflow that processes outgoing vendor messages.

EAI Dispatch Service

Inbound Processing

Create the vendor-type specific workflows and a rule set that:

  • Searches the incoming messages for vendor type
  • Dispatches the message to the corresponding workflow

EAI Dispatch Service

Create a profile for processing received vendor messages.

EAI Dispatch Service
EAI Dispatch Service

About the Author:

Tim Bull

Tim Bull joined Siebel Systems in 1999 and transferred to Oracle in 2006. He is a Principal Education Consultant at Oracle University and is the Senior UK instructor for Siebel software. Using his detailed product knowledge Tim delivers both In Class and Live Virtual Class courses across all the Siebel Curriculum, such as:

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