Managing PeopleSoft Customer Relationship Management Integration Points

Appendix: Managing PeopleSoft Customer Relationship Management Integration Points

This chapter provides an overview of PeopleSoft Customer Relationship Management (PeopleSoft CRM) integration points and discusses how to:

Process PeopleSoft Business Interlinks transactions.
Process inbound application message transactions.
Process inbound transactions.
Process outbound application message transactions.
Set up chunking.
Publish outbound messages.

Understanding PeopleSoft CRM Integration Points

PeopleSoft CRM integration points enable you to:

Send or publish a message to a third-party system.
Accept or subscribe to messages from third-party systems.
Send a synchronous request and reply transaction to a third-party system for processing.

Processing PeopleSoft Business Interlinks Transactions

Sometimes PeopleSoft CRM needs to call an external system vendor's application to request information. This information must be provided in a real-time, synchronous mode. The PeopleSoft application waits for the answer from the other application in real time, before the PeopleSoft application can continue processing.

These transactions use PeopleSoft Business Interlinks definitions to specify the data passed to this external system as well as to define the output to be received from the external system. The data that is passed from the interlink object is interpreted by an interlink plug-in, which then contacts the external system, passes the data in the correct form, retrieves the data, and then passes it, in the correct form, back to the interlink object:

EIP	Object Name	PeopleSoft CRM Product	Reference
Import Data	CR_IMPORT_DATA	General Options/Common	See Setting Up General Options.
Open Model Template	CR_OPEN_MODEL_TEMPLATE	General Options/Common	See Setting Up General Options.
Recalculate	CR_RECALCULATE	General Options/Common	See Setting Up General Options.
Sales Order	PSGETID	General Options/Common	See Setting Up General Options.
Freight Calculations CRM	RATE_REQUEST	PeopleSoft Enterprise Order Capture	See Setting Up Freight Integration.
Freight Calculations CRM	RATE_REQUEST_XFRM	PeopleSoft Enterprise Order Capture	See Setting Up Freight Integration.
Freight Calculations CRM	RATE_RESPONSE	PeopleSoft Enterprise Order Capture	See Setting Up Freight Integration.
Purchase Order & InterUnit Transfer Information	RF_GETPOIUT	PeopleSoft Enterprise Integrated Field Service	See PeopleSoft Product Integration.
Item Balance	RF_IN_ITEM_BALANCES	PeopleSoft Enterprise Integrated Field Service	See PeopleSoft Product Integration.
Tax Calculations	TAXWARE_CALCTAX	Enterprise Strategy Group	See Defining Tax Installation Options.
Tax Calculations	VERTEX_CALCTAX	Enterprise Strategy Group	See Defining Tax Installation Options.
VAT Calculations CRM	VAT_CALC	PeopleSoft Enterprise Order Capture	See Defining Tax Installation Options.

See Also

Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Business Interlinks

Processing Inbound Application Message Transactions

Third-party systems can send PeopleSoft applications information using a number of integration points established throughout the system. Depending on the application, various technologies provide multiple options for interacting with the PeopleSoft system. Each option provides audit trails, validations, and error handling to insure that data integrity is maintained within the PeopleSoft database.

Understanding the Inbound Transaction Architecture

Depending on the requirements of the interacting system and the integration point within the PeopleSoft system, various technologies are used to receive transactions into the PeopleSoft system:

Inbound transaction flow

Application Message Based Transaction

The PeopleSoft Application Messaging functionality provides a method for asynchronous communications between external systems and PeopleSoft applications using industry standard XML-formatted messages. XML messages are automatically loaded into the PeopleSoft system by using subscription processes that are unique to each message type. You can view all transactions in the transaction log and access the detail pages that enable you to correct transaction errors. Most subscription processes load message information into staging tables where background programs validate and process individual transactions within the message.

The Inbound File Publish utility, which utilizes the File Layout Object tool, may also be used to automatically convert flat file input to XML-based application messages. Examples are provided showing how to use this utility, as PeopleSoft CRM electronic data interchange (EDI) transactions have been set up to take advantage of this feature.

Electronic Data Collection Transaction Pages

PeopleSoft CRM includes transaction pages for many of the inbound transactions. The transaction pages are designed for quick data entry. There are minimal edits, and no application database updates are performed in these pages as the background programs scanning the transaction logs handle detail processing. The transaction pages provide a method of quick data entry for much of the transaction-based information processed by the system. You can enter the transactions directly onto the page, or attach a wedge and bar code reader to take advantage of bar code scanning benefits.

System-Generated Transactions

Several transactions that are fed in the transaction log are generated from internal application programs. By generating these transactions, applications push heavy processing functions to a background mode.

Validations, Error Handling, and Database Updates

Most inbound transactions, no matter which technology delivers them to the PeopleSoft system, are loaded into staging tables, where they are validated by background routines scanning these transaction logs awaiting incoming work. If errors are found, the transaction status in the transaction log is changed to Error, and rows are inserted into error tables for each error message.

Error messages appear on the Transaction Maintenance page for transactional type data such as, inventory adjustments and purchase order receipts. For definitional type data such as item master and bills of material, the Data Definition page is used to review and correct the erroneous information.

Once you have corrected the information and saved the page, the transaction is ready to be reprocessed.

Some transactions provide functionality to immediately validate and update application tables from subscription processes. For example, the Consumer and Par Location Count transactions both attempt to update the application tables, but if errors are found, the transactions write the data to the error tables so that corrections can be made.

See Also

Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Integration Broker

Using Inbound Transactions

PeopleSoft CRM provides these inbound transactions:

EIP	Object Name	PeopleSoft CRM Product	Reference
Basic Data Insert/Update	BO_BAS_RES	General Options/Common	See Setting Up General Options.
Basic Data Insert/Update	BO_BASIC_DBO	Online Marketing	See PeopleSoft Online Marketing Integration.
Basic Data Insert/Update	BO_BASIC_IND	Online Marketing	See PeopleSoft Online Marketing Integration.
Basic Data Insert/Update	BO_BASIC_ORG	Online Marketing	See PeopleSoft Online Marketing Integration.
Contact	CONTACT_FULLSYNC	Customer Data Model	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Contact	CONTACT_FULLSYNC	Customer Data Model	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Contact	CONTACT_FULLSYNC_EFF	Customer Data Model	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Contact	CONTACT_FULLSYNC_EFF	Customer Data Model	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Contact	CONTACT_SYNC	Customer Data Model	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Contact	CONTACT_SYNC_EFF	Customer Data Model	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_FULLSYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_FULLSYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_SYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_SYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Company	CUST_COMPANY_FULLSYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Company	CUST_COMPANY_FULLSYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Company	CUST_COMPANY_SYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Company	CUST_COMPANY_SYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Consumer	CUST_CONSUMER_FULLSYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Consumer	CUST_CONSUMER_FULLSYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Consumer	CUST_CONSUMER_SYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Consumer	CUST_CONSUMER_SYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Partnership	CUST_PARTNERSHIP_FULLSYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Partnership	CUST_PARTNERSHIP_FULLSYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Partnership	CUST_PARTNERSHIP_SYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Partnership	CUST_PARTNERSHIP_SYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Site	CUST_SITE_FULLSYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Site	CUST_SITE_FULLSYNC_EFF	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Customer_Site	CUST_SITE_SYNC	General Options/Common	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
Expense	EXPENSE_SYNC	PeopleSoft Enterprise Integrated Field Service	See Managing Enterprise Integration for PeopleSoft Enterprise CRM.
ATM Card Transaction-In	RBF_ATM_CARD_TRAN_IN	EXTERNAL	See Working with Agent Facing Banking Transactions.
Financial Account Creation	RBF_FIN_ACCT_FULL_SYNC	EXTERNAL	See Setting Up Banking Services.
Insurance Change Policy Status	RBI_CHANGE_POLICY_STATUS	EXTERNAL	See Working with Policies.
Get Bill Summary	RBT_GETBILL_REQ_MSG	Energy Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Summary	RBT_GETBILL_REQ_MSG	Communications Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Events	RBT_GETBILLEVENTS_REQ_MSG	Energy Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Events	RBT_GETBILLEVENTS_REQ_MSG	Communications Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Events	RBT_GETBILLEVENTS_RPY_MSG	EXTERNAL	See Integrating Billing with Communication and Energy Industries.
Get Bill Events	RBT_GETBILLEVENTS_RPY_MSG	EXTERNAL	See Integrating Billing with Communication and Energy Industries.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Energy Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Energy Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Communications Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Communications Industry	See Integrating Billing with Communication and Energy Industries.
Get Bill Items	RBT_GETBILLITEMS_RPLY_MSG	EXTERNAL	See Integrating Billing with Communication and Energy Industries.
Get Bill Items	RBT_GETBILLITEMS_RPLY_MSG	EXTERNAL	See Integrating Billing with Communication and Energy Industries.
Get Bill Summary	RBT_GETBILLS_RPLY_MSG	EXTERNAL	See Integrating Billing with Communication and Energy Industries.
Get Bill Summary	RBT_GETBILLS_RPLY_MSG	EXTERNAL	See Integrating Billing with Communication and Energy Industries.
Case Inquiry Request Message	RC_CASE_INQUIRY_REQ_SYNC	EXTERNAL	See Integrating the Case with Third-Party Systems.
Case Creation or Updation Message	RC_CASE_REQUEST_ASYNC	EXTERNAL	See Integrating the Case with Third-Party Systems.
Case Creation or Update Request Message	RC_CASE_REQUEST_SYNC	General Options/Common	See Defining Case EIP Functionality.
Representative	REP_SYNC	General Options/Common	See Customer and Worker Data Integrations.
Representative Full Sync	REP_SYNC_FULLSYNC	General Options/Common	See Customer and Worker Data Integrations.
Service_Location	SERVICE_LOCATION_FULLSYNC	General Options/Common	See Data Management for Organization Business Objects.
Service_Location	SERVICE_LOCATION_FULLSYNC_EFF	General Options/Common	See Data Management for Organization Business Objects.
Service_Location	SERVICE_LOCATION_SYNC	General Options/Common	See Data Management for Organization Business Objects.
Service_Location	SERVICE_LOCATION_SYNC_EFF	General Options/Common	See Data Management for Organization Business Objects.
Worker	WORKER_FULLSYNC	General Options/Common	See Customer and Worker Data Integrations.
Worker	WORKER_FULLSYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Worker	WORKER_SYNC	General Options/Common	See Customer and Worker Data Integrations.
Worker	WORKER_SYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.

Processing Outbound Application Message Transactions

Outbound EIPs exist throughout the PeopleSoft system, providing interface points for third-party applications requiring information as activity occurs within the PeopleSoft system. The PeopleSoft Application Messaging technology is utilized to format and publish industry standard XML messages. For example, as item master information is entered into PeopleSoft applications, the system generates XML-based messages and delivers them to third-party systems requiring this information to set up their own item master tables.

Understanding the Outbound Transaction Architecture

PeopleSoft CRM applications as well as interacting third-party systems have various processing and timing requirements that dictate when information can be generated or received. For this reason, the integration points provided by PeopleSoft utilize a number of different approaches when generating outbound application messages.

For example, a third-party system requiring item master information from the PeopleSoft Inventory application may want immediate incremental updates as information is changed online or may want periodic updates on a nightly or weekly basis. The Item Master EIP provides both options, giving the third-party system the choice as to how it wants to receive this information.

Component or Incremental Publish

The system generates Component Published messages immediately upon saving a component in various PeopleSoft applications. Components used to maintain setup type information such as items or customers utilize the Component Publish approach.

Batch Publish

Batch Publish messages provide the functionality to group many like transactions into a single message.

Background processes that work on batches of transactions at one time utilize this approach.

In addition, other processes use this approach where interface requirements demand various groupings of like transactions based on common information within each transaction. For example, an Advanced Shipping Notice message can be published to a customer when the customer's order is shipped within the PeopleSoft Inventory system. This message may go directly to the customer or it may go through third-party software that converts the XML message to one of the industry standard EDI formats, such as X.12, before passing it on to the customer. Using the options available with the Batch Publish approach, users can dictate whether to create a single message for all customers to send to the third-party software or create individual messages to send directly to each customer.

PeopleSoft CRM applications all use the Publish Outbound Message process to initiate the Batch Publish messages. Built into this routine is the Batch Publish utility, a common PeopleSoft tool that provides the functionality to group and filter or “chunk” messages as noted in the previous example.

The Batch Publish utility also provides the option to create flat files instead of XML messages, when file layout objects exist for transactions being generated. File layout objects are easy to modify, and PeopleSoft provides examples for all transactions included in the EDI feature.

Full Data Replication

Full data replication is the process used to seed, or initially populate or repopulate, a copy of an entire table onto a remote database or legacy system. The entire contents of the table are published to all systems that require a copy of the table. Generally, full data replication occurs with setup tables—that is, relatively static, low volume tables keyed by setID.

Once a copy of the table exists, incremental updates provide a mechanism or process to keep the copy up-to-date with changes made on the master. Incremental updates occur most often with transaction tables—that is, frequently updated tables keyed by business unit.

Most full data replication message names end in _FULLSYNC.

Using Outbound Transactions

PeopleSoft CRM provides these outbound transactions:

EIP	Object Name	PeopleSoft CRM Product	Reference
Basic Data Insert/Update	BO_BAS_RES	General Options/Common	See Processing Outbound Application Message Transactions.
Basic Data Insert/Update	BO_BASIC_DBO	Online Marketing	See PeopleSoft Online Marketing Integration.
Basic Data Insert/Update	BO_BASIC_IND	Online Marketing	See PeopleSoft Online Marketing Integration.
Basic Data Insert/Update	BO_BASIC_ORG	Online Marketing	See PeopleSoft Online Marketing Integration.
Contact	CONTACT_FULLSYNC	Customer Data Model	See Customer and Worker Data Integrations.
Contact	CONTACT_FULLSYNC	Customer Data Model	See Customer and Worker Data Integrations.
Contact	CONTACT_FULLSYNC_EFF	Customer Data Model	See Customer and Worker Data Integrations.
Contact	CONTACT_FULLSYNC_EFF	Customer Data Model	See Customer and Worker Data Integrations.
Contact	CONTACT_SYNC	Customer Data Model	See Customer and Worker Data Integrations.
Contact	CONTACT_SYNC	Customer Data Model	See Customer and Worker Data Integrations.
Contact	CONTACT_SYNC_EFF	Customer Data Model	See Customer and Worker Data Integrations.
Publish Quote	CRM_QUOTE	PeopleSoft Enterprise Order Capture	See Managing Orders and Quotes.
Publish Order	CRM_SALES_ORDER	PeopleSoft Enterprise Order Capture	See Managing Orders and Quotes.
Publish Order Change	CRM_SALES_ORDER_CHANGE	PeopleSoft Enterprise Order Capture	See Managing Orders and Quotes.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_FULLSYNC	General Options/Common	See Customer and Worker Data Integrations.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_FULLSYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_SYNC	General Options/Common	See Customer and Worker Data Integrations.
Customer_Alternate_Capacity	CUST_ALT_CAPACITY_SYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Customer_Company	CUST_COMPANY_FULLSYNC	General Options/Common	See Processing Outbound Application Message Transactions.
Customer_Company	CUST_COMPANY_FULLSYNC_EFF	General Options/Common	See Processing Outbound Application Message Transactions.
Customer_Company	CUST_COMPANY_SYNC	General Options/Common	See Processing Outbound Application Message Transactions.
Customer_Company	CUST_COMPANY_SYNC_EFF	General Options/Common	See Processing Outbound Application Message Transactions.
Customer_Consumer	CUST_CONSUMER_FULLSYNC	General Options/Common	See Customer and Worker Data Integrations.
Customer_Consumer	CUST_CONSUMER_FULLSYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Customer_Consumer	CUST_CONSUMER_SYNC	General Options/Common	See Customer and Worker Data Integrations.
Customer_Consumer	CUST_CONSUMER_SYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Customer_Partnership	CUST_PARTNERSHIP_FULLSYNC	General Options/Common	See Customer and Worker Data Integrations.
Customer_Partnership	CUST_PARTNERSHIP_FULLSYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Customer_Partnership	CUST_PARTNERSHIP_SYNC	General Options/Common	See Customer and Worker Data Integrations.
Customer_Partnership	CUST_PARTNERSHIP_SYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Customer_Site	CUST_SITE_FULLSYNC	General Options/Common	See Processing Outbound Application Message Transactions.
Customer_Site	CUST_SITE_FULLSYNC_EFF	General Options/Common	See Processing Outbound Application Message Transactions.
Customer_Site	CUST_SITE_SYNC	General Options/Common	See Processing Outbound Application Message Transactions.
Customer_Site	CUST_SITE_SYNC_EFF	General Options/Common	See Processing Outbound Application Message Transactions.
Get Geo Code	ESRI_ADDRESS_US_MSG	Government Industry	See ESRI Integration.
Get Geo Code	ESRI_GEO_CODE_US_MSG	ESRI	See ESRI Integration.
Get Map Extents	ESRI_MAP_EXT_REPLY_MSG	ESRI	See ESRI Integration.
Get Map Extents	ESRI_MAP_EXT_REQ_MSG	Government Industry	See ESRI Integration.
Get Map	ESRI_MAP_REPLY_MSG	ESRI	See ESRI Integration.
Get Map	ESRI_MAP_REQ_MSG	Government Industry	See ESRI Integration.
Expense	EXPENSE_SYNC	PeopleSoft Enterprise Integrated Field Service	See PeopleSoft Product Integration.
Hr_Helpdesk_360	HD_360_REQUEST_SYNC	PeopleSoft Enterprise Support	See Defining EIP Options for Integration to PeopleSoft HRMS.
Order Capture ESA Proposal	OC_ESA_PROPOSAL	General Options/Common	See Activating EIPs.
Order Capture ESA Proposal Status	OC_ESA_PROPOSAL_STATUS	General Options/Common	See Activating EIPs.
Marketing Audience	RA_OM_AUDIENCE_MSG	PeopleSoft Enterprise Marketing	See Using Audiences.
Customer Profile	RA_PROFILE_MSG	PeopleSoft Enterprise Marketing	See Setting Up PeopleSoft Marketing and Telemarketing.
OLM Response	RA_RESPONSE	Online Marketing	See PeopleSoft Online Marketing Integration.
Financial Account Nickname	RBF_ACCT_NN_MSG	Financial Services Industry	See Administering Banking Accounts.
Automatic Funds Transfer	RBF_AFND_TR_MSG	Financial Services Industry	See Setting Up Internet Banking.
ATM Card Transaction - Out	RBF_ATM_CARD_TRAN_OUT	Financial Services Industry	See Setting Up Internet Banking.
Bill Payment History	RBF_BILL_PAY_HISTORY	External	See Setting Up Internet Banking.
Bill Payment History	RBF_BILL_PAY_HISTORY_REQ	Financial Services Industry	See Setting Up Internet Banking.
Bill Payment History	RBF_BILL_PAY_HISTORY_RES	External	See Setting Up Internet Banking.
Change Financial Account Address	RBF_CHG_ACTADR_MSG	Financial Services Industry	See Setting Up Internet Banking.
Close Financial Account	RBF_CLOSE_ISSUE_MSG	External	See Setting Up Internet Banking.
Fee Reversal	RBF_FEE_REVERSAL	Financial Services Industry	See Setting Up Internet Banking.
Financial Account Address	RBF_FINACCT_ADDRESS	External	See Setting Up Internet Banking.
Financial Account Fees	RBF_FINACCT_FEES	External	See Setting Up Internet Banking.
Financial Account Relationships	RBF_FINACCT_RELATIONSHIPS	External	See Setting Up Internet Banking.
Financial Account Security	RBF_FINACCT_SECURITY	External	See Setting Up Internet Banking.
Financial Account Security By Role	RBF_FINACCT_SECURITY_BYROLE	External	See Setting Up Internet Banking.
Transfer Funds	RBF_FUNDS_TRANSFER_REQ	Financial Services Industry	See Setting Up Internet Banking.
Transfer Funds	RBF_FUNDS_TRANSFER_RES	External	See Setting Up Internet Banking.
Close Financial Account	RBF_ISSUE_CLOSE_ACCT	Financial Services Industry	See Setting Up Internet Banking.
Close Financial Account - From Legacy	RBF_ISSUE_CLOSE_ACCT_RESPONSE	External	See Setting Up Internet Banking.
Modify Account	RBF_MODACCT_MSG	Financial Services Industry	See Setting Up Internet Banking.
Order Cashiers Check	RBF_ORD_CCHK_MSG	Financial Services Industry	See Setting Up Internet Banking.
Order Checks	RBF_ORD_CHK_MSG	Financial Services Industry	See Setting Up Internet Banking.
Order Documents	RBF_ORD_DOC_MSG	Financial Services Industry	See Setting Up Internet Banking.
Order Foreign Currency	RBF_ORD_FCUR_MSG	Financial Services Industry	See Setting Up Internet Banking.
Order Travelers Checks	RBF_ORD_TCHK_MSG	Financial Services Industry	See Setting Up Internet Banking.
Incoming Quote	RBF_QUOTE	External	See Setting Up Internet Banking.
Reorder Checks	RBF_REO_CHK_MSG	Financial Services Industry	See Setting Up Internet Banking.
Sales Entry For Financial Account	RBF_SALES_ENTRY	Financial Services Industry	See Setting Up Internet Banking.
Stop Check Payment	RBF_STP_PAY_MSG	Financial Services Industry	See Setting Up Internet Banking.
Transaction History For Financial Account	RBF_VIEW_TRANS_REQ	Financial Services Industry	See Setting Up Internet Banking.
Transaction History For Financial Account	RBF_VIEW_TRANS_RES	External	See Setting Up Internet Banking.
Get Map Extents	RBG_MAP_EXT_REPLY_MSG	External	See ESRI Integration.
Get Map Extents	RBG_MAP_EXT_REQ_MSG	Government Industry	See ESRI Integration.
Get Map	RBG_MAP_REPLY_MSG	External	See ESRI Integration.
Get Map	RBG_MAP_REQ_MSG	Government Industry	See ESRI Integration.
Get Geo Code	RBG_SYNC_ADDRESS_US_MSG	Government Industry	See ESRI Integration.
Get Geo Code	RBG_SYNC_GEO_CODE_US_MSG	External	See ESRI Integration.
Insurance Billing History	RBI_BILLING_HISTORY	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Billing History - Sync Message	RBI_BILLING_HISTORY_REQ	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Billing History - Sync Message	RBI_BILLING_HISTORY_RES	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Change Policy - Sync Message	RBI_CHANGE_POLICY_REQ	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Claim Details	RBI_CLAIM_DETAILS	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Claim Header Creation	RBI_CLAIM_HDR	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Claim Details - Sync Message	RBI_CLAIMNO_RES	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Claim Details - Sync Message	RBI_CLAIMNO_SYNC	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Publish Issue	RBI_ISSUE_PUBLISH	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Payment History	RBI_PAYMENT_HISTORY	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Payment History - Sync Message	RBI_PAYMENT_HISTORY_REQ	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Payment History - Sync Message	RBI_PAYMENT_HISTORY_RES	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Policy Creation	RBI_POLICY	External	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Change Policy - Sync Message	RBI_QUOTE	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Change Policy - Sync Message	RBI_QUOTE	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
Insurance Sales	RBI_SALES	Insurance Industry	See EIPs for PeopleSoft Policy and Claims Presentment.
View Account Balance	RBT_ACTBAL_REQ_MSG	Energy Industry	See Managing Accounts and Viewing Bills.
View Account Balance	RBT_ACTBAL_REQ_MSG	Communications Industry	See Managing Accounts and Viewing Bills.
View Account Balance	RBT_ACTBAL_RPLY_MSG	External	See Managing Accounts and Viewing Bills.
View Account Balance	RBT_ACTBAL_RPLY_MSG	External	See Managing Accounts and Viewing Bills.
Change Service	RBT_ACTSRVC_MSG	Energy Industry	See Activating EIPs.
Change Service	RBT_ACTSRVC_MSG	Communications Industry	See Activating EIPs.
Account Status	RBT_ACTSTATUS_MSG	Energy Industry	See Managing Accounts and Viewing Bills.
Account Status	RBT_ACTSTATUS_MSG	Communications Industry	See Managing Accounts and Viewing Bills.
View Account Usage	RBT_ACTUSG_REQ_MSG	Energy Industry	See Managing Accounts and Viewing Bills.
View Account Usage	RBT_ACTUSG_REQ_MSG	Communications Industry	See Managing Accounts and Viewing Bills.
View Account Usage	RBT_ACTUSG_RPLY_MSG	External	See Managing Accounts and Viewing Bills.
View Account Usage	RBT_ACTUSG_RPLY_MSG	External	See Managing Accounts and Viewing Bills.
Change Service	RBT_ADDSRVCFT_MSG	Energy Industry	See Activating EIPs.
Change Service	RBT_ADDSRVCFT_MSG	Communications Industry	See Activating EIPs.
Create Dispute	RBT_BILL_DISP_MSG	Energy Industry	See Understanding EIPs.
Create Dispute	RBT_BILL_DISP_MSG	Communications Industry	See Understanding EIPs.
Change Billing Address	RBT_CHANGADDR_MSG	Energy Industry	See Understanding EIPs.
Change Billing Address	RBT_CHANGADDR_MSG	Communications Industry	See Understanding EIPs.
Churn Message	RBT_CHURN_MSG	External	See Using Churn Management.
Churn Message	RBT_CHURN_MSG	External	See Using Churn Management.
Get Bill Summary	RBT_GETBILL_REQ_MSG	Energy Industry	See Understanding EIPs.
Get Bill Summary	RBT_GETBILL_REQ_MSG	Communications Industry	See Understanding EIPs.
Get Bill Events	RBT_GETBILLEVENTS_REQ_MSG	Energy Industry	See Understanding EIPs.
Get Bill Events	RBT_GETBILLEVENTS_REQ_MSG	Communications Industry	See Understanding EIPs.
Get Bill Events	RBT_GETBILLEVENTS_RPY_MSG	External	See Understanding EIPs.
Get Bill Events	RBT_GETBILLEVENTS_RPY_MSG	External	See Understanding EIPs.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Energy Industry	See Understanding EIPs.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Energy Industry	See Understanding EIPs.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Communications Industry	See Understanding EIPs.
Get Bill Items	RBT_GETBILLITEMS_REQ_MSG	Communications Industry	See Understanding EIPs.
Get Bill Items	RBT_GETBILLITEMS_RPLY_MSG	External	See Understanding EIPs.
Get Bill Items	RBT_GETBILLITEMS_RPLY_MSG	External	See Understanding EIPs.
Get Bill Summary	RBT_GETBILLS_RPLY_MSG	External	See Understanding EIPs.
Get Bill Summary	RBT_GETBILLS_RPLY_MSG	External	See Understanding EIPs.
Add Service	RBT_IPSTATUS_MSG	External	See Understanding EIPs.
Add Service	RBT_IPSTATUS_MSG	External	See Understanding EIPs.
Create Account	RBT_NEWACR_RPLY_MSG	External	See Working with Financial Accounts.
Create Account	RBT_NEWACR_RPLY_MSG	External	See Working with Financial Accounts.
Create Account	RBT_NEWACT_REQ_MSG	Energy Industry	See Understanding EIPs.
Create Account	RBT_NEWACT_REQ_MSG	Communications Industry	See Understanding EIPs.
Add Service	RBT_NEWSRVC_MSG	Energy Industry	See Understanding EIPs.
Add Service	RBT_NEWSRVC_MSG	Communications Industry	See Understanding EIPs.
Change Payment Details	RBT_PAYINFO_MSG	Energy Industry	See Understanding EIPs.
Change Payment Details	RBT_PAYINFO_MSG	Communications Industry	See Understanding EIPs.
Add Service Feature	RBT_PROSRVC_MSG	Energy Industry	See Understanding EIPs.
Add Service Feature	RBT_PROSRVC_MSG	Communications Industry	See Understanding EIPs.
Disconnect Service	RBT_REMOVESRVC_MSG	Energy Industry	See Understanding EIPs.
Disconnect Service	RBT_REMOVESRVC_MSG	Communications Industry	See Understanding EIPs.
Change Service	RBT_REMOVESRVCFT_MSG	Energy Industry	See Understanding EIPs.
Change Service	RBT_REMOVESRVCFT_MSG	Communications Industry	See Understanding EIPs.
Installed Product Message	RBT_SERVICEMGMT_MSG	Energy Industry	See Understanding EIPs.
Installed Product Message	RBT_SERVICEMGMT_MSG	Communications Industry	See Understanding EIPs.
Suspend Service	RBT_SUSPENDSRVC_MSG	Energy Industry	See Understanding EIPs.
Suspend Service	RBT_SUSPENDSRVC_MSG	Communications Industry	See Understanding EIPs.
Case Inquiry Response Message	RC_CASE_INQUIRY_RESP_SYNC	PeopleSoft Enterprise Support	See Integrating the Case with Third-Party Systems.
Case Inquiry Response Message	RC_CASE_INQUIRY_RESP_SYNC	PeopleSoft Enterprise HelpDesk	See Integrating the Case with Third-Party Systems.
Case Inquiry Response Message	RC_CASE_INQUIRY_RESP_SYNC	PeopleSoft Enterprise HelpDesk for Human Resources	See Integrating the Case with Third-Party Systems.
Case Confirmation Message	RC_CASE_RESPONSE_ASYNC	PeopleSoft Enterprise Support	See Integrating the Case with Third-Party Systems.
Case Confirmation Message	RC_CASE_RESPONSE_ASYNC	PeopleSoft Enterprise Support	See Integrating the Case with Third-Party Systems.
Case Confirmation Response Message	RC_CASE_RESPONSE_SYNC	PeopleSoft Enterprise HelpDesk	See Integrating the Case with Third-Party Systems.
Case Confirmation Response Message	RC_CASE_RESPONSE_SYNC	PeopleSoft Enterprise HelpDesk for Human Resources	See Integrating the Case with Third-Party Systems.
Case Confirmation Response Message	RC_CASE_RESPONSE_SYNC	PeopleSoft Enterprise HelpDesk	See Integrating the Case with Third-Party Systems.
Case Confirmation Response Message	RC_CASE_RESPONSE_SYNC	PeopleSoft Enterprise HelpDesk for Human Resources	See Integrating the Case with Third-Party Systems.
Case Confirmation Response Message	RC_CASE_RESPONSE_SYNC	General Options/Common	See Integrating the Case with Third-Party Systems.
Representative	REP_FULLSYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Representative	REP_SYNC	General Options/Common	See Customer and Worker Data Integrations.
Representative	REP_SYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Representative Full Sync	REP_SYNC_FULLSYNC	General Options/Common	See Customer and Worker Data Integrations.
Service_Location	SERVICE_LOCATION_FULLSYNC	General Options/Common	See Data Management for Organization Business Objects.
Service_Location	SERVICE_LOCATION_FULLSYNC_EFF	General Options/Common	See Data Management for Organization Business Objects.
Service_Location	SERVICE_LOCATION_SYNC	General Options/Common	See Data Management for Organization Business Objects.
Service_Location	SERVICE_LOCATION_SYNC_EFF	General Options/Common	See Data Management for Organization Business Objects.
Service Order	SERVICE_ORDER_SYNC	PeopleSoft Enterprise Integrated Field Service	See Integrating with PeopleSoft Applications.
Table Set Control	SETID_INITIALIZE	General Options/Common	See Working with Business Units and TableSet Controls.
Time	TIME_SYNC	PeopleSoft Enterprise Integrated Field Service	See Integrating with PeopleSoft Applications.
Worker	WORKER_FULLSYNC	General Options/Common	See Customer and Worker Data Integrations.
Worker	WORKER_FULLSYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.
Worker	WORKER_SYNC	General Options/Common	See Customer and Worker Data Integrations.
Worker	WORKER_SYNC_EFF	General Options/Common	See Customer and Worker Data Integrations.

Setting Up Chunking

This section provides an overview of chunking and discusses how to set up chunking.

Understanding Chunking

If you are publishing application messages, you may want to set up chunking. When chunking, the system automatically breaks up messages into several smaller messages based on the values in one or more of the fields in the level zero record. For example, if you want to chunk by business unit, messages would be broken up by business unit sending each business unit’s transactions to a node that you have defined. Another example would be for sites sending EDI messages directly to trading partners. If you are sending purchase orders directly to a vendor then you want to make sure that that vendor gets only their transactions. Chunking provides the ability to split a batch of purchase orders into separate messages based on the trading partner. The Integration Broker then provides tools to route the message to specific nodes based on that trading partner identification, in this case the vendor ID.

Note. If you are using a middleware product to transform and route transactions to trading partners then you most likely will not need to use message chunking. All messages would go to the node defined for the middleware product.

Chunking is implemented using the Batch Publish Utility or the Full Data Publish Utility. In either case a batch publish rule is created and a chunking rule can be attached. The chunking rule defines a table containing a set of values that map to specific nodes. For example, in the example above where you are chunking by vendor ID, the chunking rule table would contain a set of vendor IDs that map to individual nodes for trading partners receiving the purchase order message.

The following is an step by step explanation of the process flow of a transaction using message chunking:

Chunking Selection

Run process that generated message. This may be the Full Data Publish Utility or one of the batch based messages that use the Batch Publish Utility.

Note. All messages generated from the Publish Outbound Messages use the Batch Publish Utility.

When the batch publish utility or full data publish utilities run they recognize the chunking rule assigned to the batch publish rule and split the different transactions into separate messages for each chunking rule value. They then publish the message handing it over to the Integration Broker.
Chunking Node Routing

The Integration Broker makes the decision of which node will receive the Message. Standard processing for the Integration Broker is to send the message to any node that has a transaction setup for that message. When chunking, you want to override the standard method of processing and force the Integration Broker to send the message only to the node for which the message was intended. This is done by assigning OnRouteSend PeopleCode to the message in the Application Designer. When OnRouteSend PeopleCode exists on a message the Integration Broker will only send the message to the nodes that it is told to by this routine. PeopleSoft provides some common functions that can be used for this purpose. The setup instructions for different messages explain exactly how to setup the OnRouteSend PeopleCode for messages where in most cases when using a chunking rule with the batch publish utility or the full data publish utility all you need to do to override the Integration Brokers standard processing is to add the following PeopleCode to the OnRouteSend PeopleCode for the message being sent.

Note. Incremental Publish messages do not use message chunking as defined above. By definition, incremental published messages do not need the Chunking Selection step because they only contain a single transaction. But, if incremental publish messages need to be sent to specific nodes based on values in the message then the Chunking Node Routing step defined above would still be required.

PeopleSoft provides a number of chunking rules, chunking rule tables, data entry pages and OnRouteSend functions that can be used to maintain node mappings and routing rules for some of the more commonly used field values. The data entry pages are noted in the Pages Used to Set up Chunking table below. Information about setup for specific messages is provided in the PeopleBook for the actual application publishing the message. Additional information is provided in the PeopleSoft Enterprise Components PeopleBook explaining how to create your own customized chunking rule, chunking rule table and data entry pages.

For an example of how multiple chunking rules can be setup on a single message look at the batch publish rules for the ADVANCED_SHIPPING_NOTICE Message. These batch publish rules were provided as examples to show the power of message chunking. In this example, the ADVANCED_SHIPPING_NOTICE rule is the standard rule used without chunking. If you want to chunk by Business Unit just attach the Business Unit chunk rule to the batch publish rule. You would also have to populate the Business Unit to node values in the chunk table and set up the OnRouteSend Routing Rule on the Message. In this case, to setup the routing rule you would add the following to the OnRouteSend people code on the ADVANCED_SHIPPING_NOTICE message:

Declare Function GetNodes PeopleCode FUNCLIB_INEIP.PUBLISH_ROUTE_PC FieldForumula; GetNodes (" ");

If you want to chunk by Ship To Customer then activate the ASN_SETID_SHIPTO batch publish rule. In this case you also need to populate the customer chunk rule table and setup the OnRouteSend Routing Rule.

If you want to chunk by Sold To Customer then setup the ASN_SETID_SOLDTO chunk rule, populate the customer chunk rule table and setup the OnRouteSend Routing Rule.

Pages Used to Set Up Chunking

Page Name	Object Name	Navigation	Usage
Add Nodes to Chunk Rule	EO_ADNODECHUNK_PNL	Enterprise Components, Integration Definition, Map Chunking Rules, Node to ChunkRule, Add Nodes to Chunk Rule	Map nodes by Chunk Rules.
BusUnit Mapping	EO_CHUNKBU	Enterprise Components, Integration Definition, Map Chunking Rules, Business Units, BusUnit Mapping	Maintain ChunkRule business unit mapping.
Quick Map	EO_ADDBUNODE_PNL	Enterprise Components, Integration Definition, Map Chunking Rules, BU to ChunkRule/Node, Quick Map	Map business units by ChunkRules or nodes.
Map Business Unit	EO_ADDNODEBU_PNL	Enterprise Components, Integration Definition, Map Chunking Rules, ChunkRule/Node to BU, Map Business Unit	Map ChunkRules or nodes by business unit.
SetId Mapping	EO_CHUNKSETID	Enterprise Components, Integration Definition, Map Chunking Rules, Setids, Setid Mapping	Maintain ChunkRule setID mapping.
Quick Map	EO_ADDSIDNODE_PNL	Enterprise Components, Integration Definition, Map Chunking Rules, Setid to ChunkRule/Node, Quick Map	Map setIDs by ChunkRules or nodes.
Map Set IDs	EO_ADDNODESID_PNL	Enterprise Components, Integration Definition, Map Chunking Rules, ChunkRule/Node to Setid, Map Set IDs	Map ChunkRules by setID.
Customer ID Chunk	OM_CHUNKCUSTID	Data Exchanges, Chunking Rule, CustID to Node Mapping, Customer ID Chunk	Map publish application messages by customer.
BU/Location Node Mapping	IN_CHUNKBULOCATION	Data Exchanges, Chunking Rule, BU/Loc to Node Mapping, BU/Location Node Mapping	Map business units and locations.
BU/Par Location Node Mapping	IN_CHUNKBUPARLOC	Data Exchanges, Chunking Rule, BU/Par to Node Mapping, BU/Par Location Node Mapping	Set up chunking by business unit and par location for publish application messages.
Setup Vendor to Node	PO_CHUNK_VENDOR	Data Exchanges, Chunking Rule, Manage ChunkRule VendorID Map, Setup Vendor to Node	Set up chunking by vendor ID for publish application messages.
PO Chunk Shipto	PO_CHUNK_SHIPTO	Data Exchanges, Chunking Rule, Ship to Loc to Node Mapping, PO Chunk Shipto	Set up chunking by ship to location for publish application messages.
Source Code Chunk	OM_CHUNK_SRC_CD	Data Exchanges, Chunking Rule, Source Code to Node Mapping, Source Code Chunk	Set up chunking by source code for publish application messages.

Publishing Outbound Messages

This section discusses how to publish outbound messages.

Page Used to Publish Outbound Messages

Page Name	Object Name	Navigation	Usage
Publish Outbound Message	IN_RUN_PUB_MSG	Data Exchanges, Publish Outbound Message	Initiate the outbound message publish process for outbound PeopleSoft CRM messages that use the batch publish design pattern.

Publishing Outbound Messages

Access the Publish Outbound Message page.

Note. This page is used only to publish messages that use the batch publish design pattern.

Select the check box by the name of the message that you want to publish. The system then makes the message name a link to a transaction-specific page for that message. You can publish messages one at a time or in multiples.