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Siebel CRM as a custom Search source

Siebel CRM as a custom Search source

This post is inspired by a conversation I’ve been having over the last few days with another OPA consultant (thanks Prashil!) . Although as it turned out, the requirement had nothing to do with Siebel (that will teach me to not assume anything!), the concept of making REST calls to a CRM or CRM-like data source has been on my mind. But how can I use Siebel CRM as a custom Search source?

In this example, we will use Siebel 2018 as the source of a custom Search box. Along the way we will see how the Siebel CRM REST API sends us data and what we can do with it. At the same time, we will indulge in some trickery to not show everything we have in our Search results to the user. It will mean we create two JavaScript extensions, a Search and a Full Input.

Firstly, the Siebel 2018 instance in question is using the standard REST API, and it is the standard Component called Account which we will be querying. In many public services, Account is used to store partner organizations, external suppliers and so on. It is a very common component. The base URL for the REST calls in my case will be something like the following

https://XXXX:9001/siebel/v1.0/data/Account/Account/?fields=Name,Location&?ChildLinks=None&searchspec=([Name] LIKE '"

There are three things to note here.

Firstly I am only interested in two fields (the third field I need, Id, is actually going to be included automatically anyway).

Secondly I am using a Search Specification with Siebel standard syntax to search using the Name of the Account. So if I type “ABC”, it will look for Accounts starting with ABC.

And finally, the URL string needs to be capped with the following to finish it “*’)” so that there is a wildcard search for ABC Inc, ABC Corp. and so on. The URL also includes an argument regarding child links in the output to reduce volume.

Siebel CRM as a custom Search source

The information returned in a standard output will consist of a series of data.items. So we can iterate over the data.items and for each item, we can get the Item.Name, Item.Location and Item.Id. Since Siebel paginates its output, we are actually only going to get a maximum of ten records unless we add another URL argument and make further calls to Siebel (to get page 2, page 3 and so on). But for a query result, a ceiling of 10 is pretty good for Siebel CRM as a custom Search source.

As a side note, this example – you have noticed – is using the Siebel REST API in its unvarnished, naked form. Obviously you would do well to control / restrict access and authenticate consumers in real life. We’ve seen in previous examples that we can pass headers in our Ajax call when Oracle Policy Automation asks for data from a Search source.

In the Commit callback we will update three attributes with the values of the Siebel Fields I just mentioned. Now, at the moment, if you want to update an Oracle Policy Automation Attribute in a JavaScript extension, that attribute needs to be on the active Screen for it to work. So what happens if you don’t want to show that value to the end user, but you still want to capture it for future use in your rules?

One approach (which I am using for demonstration purposes only you understand, as usual) will be to create an invisible Input, so that we can add our data to the Screen without the user seeing it. To do this you might use a fullCustomInput extension. This is different from the customInput, because it manages the Question Text and the Input control. So we can place it on our page and format the whole thing – even perhaps make it disappear.

Siebel CRM as a custom Search sourceThe two examples working together are shown in the video below, and I have added a more appropriate fullCustomInput example, as well as the Siebel customSearch example, to the OPA Hub Shop. I am also in the process of adding them to the Template Generator, so you will be able to generate a fullCustomInput and a sample Siebel customSearch yourself as well.

Have fun with Siebel CRM as a custom Search source, and as always the official documentation is your guide.

What’s New in Oracle Policy Automation 18B #2 Relationship Control Extensions

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Guest Post : The Lazy Expert – Oracle Policy Automation Public Cloud with Oracle Service Cloud Part 2

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Renderer – Siebel & Oracle Policy Automation 12

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OPA – Entities Adventures #3 Entity Relationships…

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OPA – Entities Adventures #2 Question Screens…

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OPA – Entities Adventures – Setting up Entities

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