Siebel Serialization Rules

Using Serialization, we can configure serial numbers format. This serial number can be generated from a combination of fields so that the numbers are meaningful to an agency. For example, in the case serial number NY-2B-2, the serial number denotes a geographic territory (NY—New York) and a case category (2B—aggravated assault). The third field (2) uniquely identifies the case.

In different application, many times, we need to generate serial numbers to uniquely identify a record. This is not same as Row Id used in Siebel which are nominal numbers.

It can be used to child object like Evidences and Attachments for example for first record of Evidence, the Serial number generated can be like NY-2B-2-1. Similarly, if someone is creating first record of same parent but for attachment, the serial number will be NY-2B-2-2. The serial number will get generated as soon as you save the record.

How to Configure Serialization Rules in Tools
First, you need to configure a counter table and Business Component(this is to track counter). If anytime you have configured the Sequence Number, I have strong feeling that the logic it follow is the same.
In the following example, you add INS Claims as a new serialization business object. The primary business component for this business object is INS Claims.

1. Log in to Siebel Tools as an administrator.
2. Navigate to Object Explorer, then Table and query for the S_CASE_SEQ_CTR table.
3. Navigate to Table, then Column and query for the CASE_SEQ_NUM column.
4. Copy the CASE_SEQ_NUM record.
5. Name the new column record CLAIM_SEQ_NUM and give it a unique user name like, for example, Claim Sequence Number
6. Navigate to Object Explorer, then Business Component and query for the PUB Counter business component.
7. Navigate to Business Component, then Field and query for the Case Counter record.
8. Copy the Case Counter record.
9. Name the new record Ur Entity Counter and in the Column field, enter CLAIM_SEQ_NUM.

Now, You must also configure the Claims table and business component.

1. Navigate to Object Explorer, then Table and query for the S_INS_CLAIM table.
2. Create two new column records called SERIAL_NUM and LOCAL_SEQ_NUM.To get the correct values for these two columns, query the S_CASE table for the same columns.
3. Navigate to Object Explorer, then Business Component and query for the INS Claims business component.
4. Navigate to Business Component, then Field and create two new field records called Serial Number and Local Counter. To get the correct values for these two fields, query the HLS Case business component for the same fields.
5. Navigate to Business Component, then Business Component User Prop and add the following user property records.
   • SerializationAutoGenerate and value as 'Y'
   • SerializationBO and value as 'INS Claims'
   • SerializationBC and value as 'INS Claims'
   • SerializationChildBO and value as 'INS Claims'
   NOTE: If you add serialization on child business objects and components, you might need to add additional fields. Use the serialization configuration for the HLS Case as a guide
6. Compile the edited projects and replace the Siebel Repository File (SRF).

Adding a Claim Attribute Type Option
Perform the following procedure to add Claim Counter to the Type drop-down list for attributes in the Serialization Rules view in the Administration - Case screen.

1. Navigate to the Administration - Data screen, then the List of Values view.
2. Query for PUB_CASE_RULE_ATTRIBUTE_TYPE.All the options displayed in the Type drop-down list are returned.
3. Create a new record with Claim Counter as the Display Value.

How to Create Serialization Rules in Client

1. Go to the Administration - Case screen, then the Serialization Rules view.
2. In the Serialization Rules list, create a new record and complete the fields as appropriate.
   • Name: Name of the rule.
   • Business Object: The business object on which the rule is based.
   • Business Component: The business component containing the fields on which the rule is based.
3. Create a new record in below Attribute List Applet.
   • Sequence: Sequence number for the Serial Number.The 1st sequence number Attribute will be on the LHS of the Serial Number.
   • Type: Possible values include various types of counters, constants, parent serial numbers, and fields.
   • Business Component: Business component selected in the Serialization Rules list.
   • Field Name: Select Field name for Type as Field.
   • Constant Value: Specify a value of constant for Type as Constant.
4. Repeat Step 3 until you define all the attributes required for the serial number.

The last attribute in the sequence is generally a counter value so that each serial number is unique.

Note: For More Information, Please read Siebel Public Sector pdf available in bookshelf.The example is also given in that pdf.

Siebel Public Sector

Siebel Public Sector provides two set of application.
One to be used by Officers working for Govt Agencies:

• To Create and manage the case
• To Create Contacts, Accounts, Incidents
• To Create Benefit Plans

Another One(self service) can be used by Citizens:

• To know the status of their cases
• To access any published information by Govt
• To Search the required info into FAQs

Siebel Public Sector can be used for multiple agencies:

• Municipal corporations,
• Social services,
• Tax and revenue management,
• Public health,
• Immigration agencies, and
• Investigative agencies

Siebel Public Sector provides the below feature Out of box:
Location Tracking: It provides a standardized Location Tracking Mechanism for various addresses like malls, hotels, office parks, and campuses. Users can also specify an area that does not have address information—for example, a street intersection or the north end of a lake. You can associate latitude and longitude pairs or Universal Transverse Mercator (UTM) values witha single location.

Serialization Rules: It also provides Serialization Rules which can be used to give a Serial Number by default to a case using some of the case related values like Territory, Category for example: For example, in the case serial number NY-2B-2, the serial number denotes a geographic territory (NY—New York) and a case category (2B—aggravated assault). The third field (2) uniquely identifies the case.

Approval Templates: It also provides a feature for setting up Approval Templates. for example for a particular type of case, you want that it should pass through a set of Approval from some Employees of the Organization.Similarly for Activity Templates as well.

Assignment of Cases and Ownership
Cases by default get assigned to the employee who created the case. Case assignment can be done manually or It can be done automatically(may need configuration) using Siebel Assignment Manager based on the different filed values like Geographic Location, category of case, availability of the user.Multiple employee can also be assigned to a case.

Case Activity Plans
Case Activity Plans can be set up. Just for an overview, An activity plan is a set of tasks (activities in Oracle’s Siebel data model) that users must complete to finish processing the case. Analyst can create Activity Plans.

Adobe Forms Integration
This provides you to map Siebel data with the Adobe Forms. This can be outbound and Inbound. For example in case of
Outbound: To automatically populate forms, such as citizenship and immigration applications with Siebel data.
Inbound: To automatically populate Siebel data from benefits forms,such as applications for unemployment insurance.
Now, you need to select or create an integration object, generate a schema, and map the XML schema to the form.

Assessment templates: If your organization mandates specific assessment criteria, you must set up assessment templates with attributes. When creating a new Case Assessment template,set the Type value to HLS Case.

For more information, Please see Siebel Case Management

Note: This document only provides a high level overview of Siebel Public Sector.It has been summarized from Oracle Siebel Documentation.

Siebel Case Management

Recently, I am working on a project based on Siebel Public Sector.

Siebel Public Sector is mainly focused on the Case Management. It provides a 360° view for Case Management.

Definition of Case
Case is something which can be logged to Govt/Govt Managed agencies to track any kind of interaction. That interaction can be for seeking information, complaint, sharing information, suggestion, to apply for Passport and Taxation.
I would say its Citizen oriented Approach.

Case Management needs to perform some activities, Approvals, validations, Assignments, Benefit Plans, Assessment based on the data collected from different sources.Case Management can be drilldown and the information can be sub-divided into multiple entities. Case Management comprises of Detail Views like:

Accounts	Approvers	Activities
Benefits Plan	Assessments	Activity Plans
Change of Circumstances	Attachments	Assets
Evidence	Contacts	Leads
Notes	Calender	Incidents
Related Cases	Service Requests	Addresses
Households	Groups	Group Suspects
Partners	Projects	Proposals
Presentations	literature Distribution	Vehicles
Claims	Diseases	Audit Trails
Verification Plans	QA Plans

Using Case Management, we can set up multiple kinds of cases of different Government departments/agencies like

• Municipal corporations,
• Social services,
• Tax and revenue management,
• Public health,
• Immigration agencies, and
• Investigative agencies

Apart from above these, there are few button present on Case Management View.
1. Regenerate All- Used to regenerate serial numbers for the cases.
2. Submit- Used to submit the case for Approval by creating inbox item.
3. Recall- Recall the submitted case.
4. Screening- Used to Apply New Govt Policy Rules and Screen the citizens.
5. Eligibility- Used to Apply New Govt Policy Rules and check the eligibility.
6. Change of circumstances- If any Change in case, modify Benefit Plans.

Note: This document only provides a high level overview of Siebel Case Management. It has been summarized from Oracle Siebel Documentation.