Siebel Tips For Developers

  Introduction We developed a solution in Siebel CRM that allows users to upload a single PDF containing multiple customer details and, upon querying a specific customer, display only the corresponding PDF page. In this article, we will share the details of the solution and the code used. Business Requirement Users will upload a bulk PDF from the file upload screen. Each page of the PDF will belong to a different customer. When querying a customer in the information viewing screen, only the relevant PDF page will be displayed. Solution Approach To meet this requirement, we implemented the following steps: Splitting PDF using Java:  We split the uploaded PDF into separate PDF files, one per page. Extracting PDF content:  Extracted customer numbers from each page and stored them in Siebel. Customer-based PDF display:  When a customer is queried, the corresponding PDF page is converted to base64 and displayed on the screen. Implementation Details 1. Splitting PDF Files ...

  In modern business processes, data transfer and integration are of great importance. In Siebel 22.3, importing an Excel file in XLSX format directly from the screen and writing its contents to the database is not a standard feature. This article discusses the challenges faced, the solution process, and critical code snippets. Requirement The project aimed to enable users to upload Excel files in XLSX format directly from the Siebel screen and write their contents into the database. This eliminates manual data entry and speeds up processes. Sample excel file to import Challenges The primary challenge in implementing this process was that Siebel only allowed reading CSV files by default. According to confirmation from Oracle Support, Siebel supports only CSV format via “Clib.” Therefore, direct processing of XLSX files was not possible. Solution To overcome this challenge, the following solution was developed: Reading XLSX with Java:  A custom Java program was written to read ...