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Introduction
Major entities in TS system (customer and inquiry) can be referenced with openVIVA. In order to use the referencing system the crmIdent parameter needs to be set to “openVIVAv1”. The following openVIVA references are transferered and updated within the broker forward. When inquiryId (param iId) is provided in broker Forward, references will be updated.
...
openVIVA reference | TS reference in broker forward | Comment |
|---|---|---|
VTR Primary ID | “iExternalReferences” | param_key: “oV-Vertrag-ID” and origin: “crm” |
Vertragsnr | “iExternalReferences” | param_key: “oV-Vertrag-Nr” and origin: “crm” |
Angebotsnr | “iExternalReferences” | param_key: “oV-Angebots-Nr” and origin: “crm” |
Antragsnr | “iExternalReferences” | param_key: “oV-Antrags-Nr” and origin: “crm” |
Vertragsart ID | “iExternalReferences” | param_key: “oV-Vertragsart-ID” and origin: “crm” |
Deckungskonzept ID | “iExternalReferences” | param_key: “oV-Deckungskonzept-ID” and origin: “crm” |
Additional questionnaire mappings
Basic company data
Basic company data (revenue, salary, and #FTE) can be transferred and attached to the customer within the broker forward in the section qasCustProfile
openVIVA reference | TS reference in broker forward | Comment |
|---|---|---|
PER_UMS_GEHALT | “lgs” | Lohn- und Gehaltssumme in cent. So 12.345 EUR needs to be entered as “1234500” |
PER_UMS_UMSATZ | “umsatz” | revenue of the company in cent. So 123.456 EUR needs to entered as “12345600” |
PER_UMS_ANZAHL_MITARBEITER | “anzahl_vollzeitmitarbeiter” “anzahl_teilzeitmitarbeiter” | No. of full time employees. This can only be an integer. If answer is 1,5 then the number of half-time-employees should be used. 1.5 employees => “anzahl_vollzeitmitarbeiter” : “1” and “anzahl_teilzeitmitarbeiter”: 1 |
PER_UMS_BILANZSUMME | “bilanzsumme” | balance sheet total of the company in cent. So 12.345.678 EUR needs to entered as “1234567800” |
...
Example see below
Example for broker forward:
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{
"type": 1,
"crmIdent": "openVIVAv1",
"bToken": "{{bToken}}",
"bLastName": "{{bLastName}}",
"bFirstName": "{{bFirstName}}",
"bEmail": "{{bEmail}}",
"bExternalId" : "{{bExternalId}}",
"bCompany" : "{{bCompany}}",
"callbackUrl" : "{{callbackUrl}}",
"fullCallback" : 1,
"cFirstName": "Testuser",
"cExternalId": "{{oVVTRPrimaryID}}",
"cLastName": "cu",
"cEmail": "cust@mer3.com",
"cExternalReferences": [
{
"origin": "crm",
"paramKey": "oV-Kunden-Nr",
"paramValue": "12345"
},{
"origin": "crm",
"paramKey": "oV-Partner-Nr",
"paramValue": "12345"
}
],
"iExternalReferences": [
{
"origin": "crm",
"paramKey": "oV-Vertragsart-ID",
"paramValue": "1021640"
},
{
"origin": "crm",
"paramKey": "oV-Deckungskonzept-ID",
"paramValue": "11052060"
},
{
"origin": "crm",
"paramKey": "oV-Vertrag-ID",
"paramValue": "4342343"
},
{
"origin": "crm",
"paramKey": "oV-Vertrags-Nr",
"paramValue": "4342345"
},
{
"origin": "crm",
"paramKey": "oV-Angebots-Nr",
"paramValue": "4342344"
},
{
"origin": "crm",
"paramKey": "oV-Antrags-Nr",
"paramValue": "4342344"
}
],
"qasCustProfile": {
"categories": [
{
"id": "default",
"questions": [
{
"id": "umsatz",
"answers": [
"12345600"
]
},
{
"id": "lgs",
"answers": [
"1234500"
]
},
{
"id": "anzahl vollzeitmitarbeiter",
"answers": [
"1"
]
},
{
"id": "anzahl teilzeitmitarbeiter",
"answers": [
"2"
]
},
{
"id": "bilanzsumme",
"answers": [
"1234567800"
]
}
]
}
],
"source": "crm"
}
} |