Enhanced Member Summary view

See Members.

Enhanced functionality includes:

• Editable screen layout
• Embedded Command Center applet to support task-based UI
• Simplified screen layout to improve readability and performance

Preconfigured support for key member services business processes

See Example of Using the Command Center for Common Member Services.

Preconfigured support for Change PCP and Order ID Card processes, including support for:

• Automatic creation of Service Requests (SR)
• New SR templates for Order ID card, & Change PCP
• Email integration with Change PCP
• Provider Locator integration with Change PCP

Revised business services

See Siebel Finance Guide.

Data Transfer Utilities business service. New functionality includes:

• Data map objects can be imported or exported as XML files.
• Source BusObj, Destination BusObj, and the Initiator BusObj can be independent of each other. Thus, it is possible now to instantiate a new BusObj as the source BusObj.
• Initiator Buscomp allows explicit definition of where DTU operation is initiated. Pass in expressions are evaluated at the run time at the initiator Buscomp. Iterate initiator Buscomp to fire multiple DTU operations.
• Named parameters used to pass arguments into and out of a data transfer operation.
• Advanced Options of data map components allows better control of the data map at the component levels. Source/Destination types explicitly declare the source or destination fields to be Field, Expression, or Parameter.
• Srf mode for dynamic enabling of DTU toolbar command.

Data Validation Manager. New functionality includes:

• Validation across related business components.
• Ability to loop through all child business component records across business components.
• New Data Validation Administration screen.

New business services

See Siebel Finance Guide.

Business Rule Processor. Provides higher performance and is more scalable than scripting. Allows for business logic changes without a new SRF. Offers flexible programming, supporting procedure, loop, if-then-else, and switch-case constructs.

Requirements Manager. Determines requirements and next steps for transaction completion.

Authentication Manager. Provides situation-specific customer authentication data collection and logging.

Calculation Manager. Performs arithmetic functions and if/then/else calculations in background or through UI.

Customer Expectations Manager. Calculates expected and promise dates, and sets priorities, based on item type and customer value.

Application View Navigation. Guides users through a series of view.

Command Center

See About Command Center and Example of Using the Command Center for Common Member Services.

The new feature provides a way to quickly launch a process, perform a task, or jump to a view all from one place.

Customer value stars

See Setting the Customer Value Icon.

Customer value stars are an iconic representation of a customer's value.

Census import

See Importing Census Information

New functionality to import detailed and segmented census data for group policies.

Persistent filters

Persistent filters are no longer available in the product.

Customer value chart and Customer and Company value icons

The Customer Value chart is no longer available in the product. Also, the value indicators on the Customer and Company Summary views have been removed.