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Administering Collection Tasks

Siebel administrators can create a list of customers with delinquent accounts by querying the Siebel application database, or by importing an external list from a third-party application. In addition, the administrators define the collection assignments and reassignments, promise-to-pay preferences, and so on.

As a Siebel administrator, you can generate a delinquency list by:

  • Setting up a workflow. Set up a workflow to calculate the total days due based in the financial account information and assign those accounts to a specific queue or agent. For more information, see Siebel Business Process Designer Administration Guide.
  • Using Siebel Analytics Server. Use Siebel Analytics Server to track past due accounts and then import the list to the Siebel database. For more information, see Siebel Analytics Server Administration Guide.

The following administrator procedures are described in this section:

Siebel Automotive Guide