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Integration of a database in Clarify
Project duration: 7 months
Brief description
Within this project, a special customer database is included in the Clarify CRM system. When entering customer data into a Clarify case, a Web service is used to access the database and information on the contract status and the authorizations of the customer are imported. The information relates to the existence of contracts in the different business fields, as well as to the access rights assigned to customers for these business fields.
Supplement
The technical basis for the integration is the CRM Clarify system. The required online functions and calling of the Web application are implemented using the classic Clarify client (ClearBasic). The server process is implemented based on EJB technology. The classic Clarify client communicates with a stateless session bean to process the functions. In the server process, access to the WebService of the database is implemented, based on a static proxy generated from the existing WSDL file. The session bean also contains the method for writing the activity log in the CRM Clarify system.
Subject description
Based on the information provided, a button is activated in the Case screen or deactivated and provided a specific color code. The color code provides a short indication of the information the user can expect when they call the customer database. The customer advisor can use this button to call the Web application. If contracts are available but the customer has not granted authorization to view their contract data, the customer advisor can get temporary approval to view data from the customer and, provided the customer grants it, can call up the customer database. Every step is flagged in the process in the Clarify activity log.
Overview
- Industries telecommunications
- Specialist tasks Customer Relationship Management (CRM)
- DV tasks standard software expansion
- System environment Client/Server, standard software: CRM systems
- Procedure model iterative procedure
- Databases Oracle Database
- Development/ test tools Eclipse
- Operating systems Unix, Windows XP
- Standard software Clarify
Project period01.03.2006 - 30.09.2006
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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