Is it possible for users in the Siebel CRM to search for accounts in UCM? (Doc ID 1207203.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel Universal Customer Master - Version 8.1.1.2 SIA[21215] and later
Information in this document applies to any platform.

Goal

A customer was on 8.1.1.2 SIA[21215] and was implementing ACR437 to integrate separate UCM and Siebel CRM environments. This includes the UCM CRUD web services such as OrgaizationMatchService.

The customer’s requirement was to enable a user in the CRM to enter search criteria for an account and to retrieve the matching records from UCM. The matches should be displayed in the UI and the user should be able to select the required account and the data relating to it should be displayed.

The customer wanted to know whether the CRM application includes this functionality as standard.

Solution

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