This workflow process can be invoked using a workflow process manager server component. For background information on how to run workflow process manager server component, see Siebel System Administration Guide. It is a self-looping workflow process to avoid workflow batch process manager's query overhead.
This workflow is triggered when there is a change to the privacy global settings, for example, some states' law changes the default privacy settings for telemarketing sharing. The sample rules provide some basic logic to re-evaluate market sharing for the financial account and the contact. This workflow handles the following events: Financial account type changes. This workflow is triggered, by way of run-time events, when a financial account type changes, for example, a car loan has changed from a consumer car loan to a business car loan because the car is now used as a company vehicle.
Some privacy regulations mandate different compliance requirements for consumers than those for businesses. The sample rules provide examples where business financial accounts, by default, opt-in data sharing compared with consumer financial accounts, by default, have more restrictive data sharing. New financial account contact has been added. This workflow is triggered, by way of run-time events, typically during a financial account new booking process where a new financial account with contact information is submitted to UCM from an external system such as a financial loan origination system.
This workflow calls the rules engine to set the initial privacy preference values for each contact and for the financial account to which the contact belongs. This workflow is also triggered if a new financial contact is added. The sample privacy rules written in Siebel Business Rules Developer determine the contact privacy preferences based on each contact's primary garage address state. This information may contain more installation and configuration instructions.
Then navigate to the directory where the installer is located. Double-click setup. For the UNIX operating system: Open a new shell and navigate to the Siebel image location for the current software version. Enter the following command. For the AIX operating system, execute.
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