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Technical Training Module 01:
Pricing Management
Architecture
Customer Order Management
Pricing Management
Module Objectives
1
Business Requirements for PSP
The Product Selection and Pricing Engine (PSP) is a general solution to the
following requirements:
Highly configurable procedural logic
Transform a set of input rows into a set of output rows by executing matrix look-ups,
conditional logic and external function calls
OOTB procedure(s) that can extended
High performance
Underpins end-user response times
Must scale to 300+ users per application server
Flexible data access
Provide out-of-the-box rules matrices and admin UI
Allowance for extending the OOTB matrices
Determine result based upon any information from the current ordering
context
E.g. account type, credit score, location
2
Architecture of Pricing Management 7.8
Pricing Data
• Price List / Cost List
• Discount Matrices
• Volume Discounts
• Attribute Adjustments
• Entitlements
Siebel UI/
Siebel
Calling Pricing Logic
Application Database
PSP Engine
Pricing Services
• Spread Discount
PSP Engine
3
What are Row Sets?
Siebel
Database
Variable
Map
Get Get
Siebel User Raise Context RowSet
Interface Signal
Controller Workflow
Siebel Workflow
PSP Procedure
4
What is a Signal? A Request for Pricing
Parameter Value
SubPSPWFName Pricing Procedure – Default
Variable Map – Context Default Pricing Variable Map - Context
Variable Map – Row Set Default Pricing Variable Map – Row Set
Action to Run
Controller Workflow
Signal Parameters
5
7.8 Pricing Management Architecture
Siebel
Database
Variable
Map
Siebel User
Get
Controller
Get WF
Raise Context RowSet
Siebel Workflow
Get
Context Row Set
PSP Driver Workflow ProcessPrices
PSP Procedure
Parameter Value
Variable Map – Context Default Pricing Variable Map -
Context
Variable Map – Row Set Default Pricing Variable Map – Row
Set
6
7.8 Pricing Management Architecture
Siebel
Database
Variable
Map
Get Get
Siebel User Raise Context RowSet
Interface Signal
Controller Workflow
Siebel Workflow
PSP Driver Workflow Process
PSP Procedure
Variable Maps
Product Id
Currency Code
Price Type
7
Variable Maps continued
Defines the source of the properties that will exist for each row
in a row set
Example properties – Context (header)
Variable Source
Account Type Account Type field - Quote BC
Account Region Account Region field – Quote BC
Price List Id Price List Id field – Quote BC
Variable Source
Quantity Quantity Field – Quote Item BC
Product Id Product Id Field – Quote Item BC
Currency Code Currency Code Field – Quote Item BC
All out of the box Variable Map variables will use Siebel
Business Components as the source
Variable Maps support many variable sources:
Profile Attributes
System Variables
Business Service Outputs
Etc.
Variable Maps are administered in the Siebel Client
Sitemap Æ Administration – Order Management Æ Variable Maps
Variable Maps are versioned objects
8
7.8 Pricing Management Architecture
Siebel
Database
Variable
Map
Get Get
Siebel User Raise Context RowSet
Interface Signal
Controller Workflow
Siebel Workflow
PSP Driver Workflow Process
PSP Procedure
Pricing Procedure - Default
Parameter Value
9
What is a Pricing Procedure?
OOTB Default
Pricing
Procedure
Siebel
C/OM Context Business Service
Database
Variable
Map
Get Get
Siebel User Raise Context Controller
RowSet WF
PSP Driver Workflow Process
Interface Signal
GetController Workflow Update
Siebel Workflow
Get
Context Row Workflow
PSP Driver Set Process Prices
Procedure
Steps
PSP Procedure
Pricing Procedure - Default
10
Pricing Procedure Steps & Transforms
Conditional Action Evaluate a Boolean expression for each row and perform actions based
on the result
Query Query a business component and generate a row set
Simple Look-Up Look-up each input row in a business component using a simple search
expression (e.g. list price, exclusive eligibility)
Dynamic Look-Up Look-up each input row in a business component using a dynamic
search expression (e.g. attribute adjustment)
Row Set Look-Up Look-up each input row in the specified row set (e.g. compatibility)
Hierarchical Look-Up Look-up the closest, best or accumulated value in an adjustment table for
each row by considering each parent in a hierarchy
(e.g. parent company discount)
Hierarchical Process a hierarchy of input rows from top to bottom or bottom to top
(e.g. customizable product price roll-up)
Split Split an input row set into two output row sets by evaluating a condition
for each row
Merge Combine 2 or more row sets into a single row set
Dynamic Subprocedure Send each input row to the specified subprocedure for individual
processing. Each row can be associated with a different subprocedure.
SIEBEL CONFIDENTIAL AND PROPRIETARY INFORMATION. DUPLICATION IS PROHIBITED.
11
Example PSP Procedure: List Price Look-Up
Simple Lookup Transform
12
7.8 Pricing Management Runtime
Architecture
Siebel
C/OM Context Business Service
Database
Variable
Map
Siebel Workflow
Context Row Set Prices Interface
Quote Prices are Updated
PSP Procedure
Pricing Procedure - Default
13
Summary
Lab Exercise
14