A - B - C - D - E - F - G - H - I - J - L - M - N - P - Q - R - S - T - U - W

A

accounts

Financial Services, as used in   1

action items

associating with call reports   1

activities

viewing aggregated activities for a company   1

activity plan templates

group policies, creating activities for the template   1

group policies, creating for   1

Actuate reports, table of   1

administration procedures

health program, adding   1

health programs, adding   1

agencies

agents, adding   1

business scenario, company signs new agent   1

business scenario, employee adds a new agency   1

defined   1

information, adding information associated with an agent   1

new partners, adding   1

applets

Command Center applet, configuring example   1

Command Center applet, defining actions   1

Command Line applet, creating global commands for   1

applicants

individual health policies, adding applicant   1

policy coverages, associating with   1

applications

associating company applications with a company   1

Applications Administration Guide

about setup tasks information   1

assessments

company assessments, about creating   1

company assessments, performing   1

Assignment Manager

about using to resolve coverage team problems   1

attachments

associating with call reports   1

authorizations

activities, creating for template   1

authorization actions, recording   1 ,  2

business scenario   1

creating a authorization   1

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B

beneficiaries

adding to group policies   1

bill payments

adding importing   1

billing accounts

about   1

billing account records, adding or modifying   1

business scenario   1

contact or company, associating billing account with   1

policy, associating a billing account with   1

service request, adding to a billing account   1

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C

call report email templates

viewing or changing   1

call reports

action items, notes, and attachments, associating with   1

administrator procedures, list of   1

business scenario   1

call report charts, viewing   1

call report distribution list, creating   1

call report email templates, viewing or changing   1

call report privacy flag, setting   1

call report, adding   1

Data Transfer Utility, about using   1

emailing and printing   1

end-user procedures, list of   1

New Call Report Workflow, activating   1

categories

creating contact information for   1

census data

census information, adding   1

detailed census data, importing   1

segmented census data, importing   1

claims

facility claims, adding   1

provider claims, adding   1

Collapse button

Edit Layout view   1

summary view control, about   1

command center

about and interface types   1

configuration and administration, about   1

Command Center Action form

Command Center Action applet, configuring example   1

Command Center action, selecting responsibilities   1

Command Center applet, defining actions   1

Command Center business object, defining   1

process of configuring appearance and functions   1

Command Center applet

configuring example   1

defining actions   1

Command Center business object

defining   1

Command Line applet

creating for global commands   1

companies

about   1

aggregated activities viewing for a company   1

aggregated coverage team, viewing   1

aggregated list of contacts, viewing   1

aggregated opportunities, viewing   1

billing account, associating with   1

business scenario, sales representative tracks company information   1

company applications, associating with a company   1

company assessments, about creating   1

company assessments, performing   1

company coverage team, adding a member   1

company coverage teams, about managing   1

company hierarchies, about   1

company hierarchies, default   1

company hierarchies, viewing in roll-up views   1

company information, making unavailable to users   1

company or investor, adding   1

company summaries, viewing   1

competitor designation, changing   1

competitor, indicating a company is a competitor   1

coverage team members, about verifying   1

coverage team members, adding or deleting   1

coverage team members, search for a company without   1

custom-defined relationship type, about managing   1

custom-defined relationship type, adding   1

custom-defined relationship, creating   1

data aggregation, about generating company hierarchies for   1

default company hierarchy, generating   1

dynamic company hierarchy, creating   1

parent-subsidiary relationship, establishing   1

primary coverage team members, changing   1

service requests, adding associated with a company   1

company hierarchies

aggregated activities, viewing for a company   1

aggregated coverage team, viewing   1

aggregated list of contacts, viewing   1

aggregated opportunities, viewing   1

data aggregation, generating for   1

default company hierarchies   1

default company hierarchy, generating   1

dynamic company hierarchy, creating   1

roll-up view, viewing in   1

company relationship hierarchies

custom-defined relationship, creating   1

viewing   1

company summaries, viewing   1

competitor

company, indicating as a competitor   1

designation, changing competitor designation   1

contacts

adding   1

billing account, associating with   1

business scenario, sales representative adds a new contact   1

categories, creating for contact information   1

company, associating a contact with a company   1

contact relationship hierarchies, viewing   1

contact summary, viewing   1

customer assessments, about creating   1

customer assessments, creating   1

customer value stars. adjusting   1

defined   1

facilities, associating with   1

household, adding to a   1

households, associating with   1

managing contact information, about   1

notes, creating about contacts   1

referral, creating to a contact   1

referral, entering a referral received from a contact   1

relationship between contacts, defining   1

Contacts screen

providers, viewing   1

contracts

facility contracts, adding   1

coverage teams

company coverage team, adding a member   1

company coverage teams, about managing   1

customer assessments

creating   1

creating, about   1

customer value stars, adjusting   1

customer value stars, adjusting   1

customizable products

reconfiguring in plan design   1

Customize Plan button, using   1

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D

data aggregation

company hierarchies, default   1

company hierarchies, generating for data aggregation   1

default company hierarchy, generating   1

dynamic company hierarchy, creating   1

Data Transfer Utilities

about using   1

deleting

company information, making unavailable to users   1

coverage team members   1

distribution list

about creating   1

dynamic company hierarchy, creating   1

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E

Edit Layout view

about using and buttons   1

email templates

viewing or changing call report email templates   1

emailing

call reports   1

employees

adding employee classes for group policies   1

enrolling members

in group policies   1

enrollment

in health programs   1

enrollment waiting periods

coverage, impacting on the start of   1

Expand button

Edit Layout view   1

summary view control, about   1

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F

facilities

business scenario   1

facility claims, adding   1

facility contracts, adding   1

facility locator, adding facilities to   1

facility payment, adding   1

facility records, adding   1

provider, facility or contract, associating with a facility   1

facility locator

adding facilities to   1

features, new   1

FINS Group Policy Member benefits business component

enrollment waiting period, about rules   1

functionality, about   1

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G

global commands

creating for the Command Line applet   1

group policies

activity plan templates, creating   1

activity plan templates, creating activities for the template   1

beneficiaries, adding   1

business scenario   1

census data, importing   1

census information, adding   1

customizable products, reconfiguring in plan design   1

defined   1

employee classes, adding for group policies   1

enrollment waiting periods, impact start of coverage   1

group insurance products, adding   1

group policy record, adding   1

members, adding eligible members   1

members, enrolling members   1

payment plans, setting up   1

plans, adding for group policies   1

policy screens, views common to all   1

proposal templates, creating   1

proposals, generating for group policies   1

rate bands, adding   1

segmented census data, importing   1

underwriting information, adding   1

underwriting information, viewing   1

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H

health policies, individual

about   1

applicant, adding   1

business scenario   1

generating quotes, about   1

health policy quotes, providing   1

health risk assessment, performing   1

insurance product, adding   1

payment plan for individual health policy, setting up   1

policy coverages, associating with an applicant   1

product line type, specifying   1

quote to an active policy, converting   1

rate band, adding   1

service requests, adding   1

health program, adding   1

health programs, adding   1

health risk assessment, performing   1

Hide button

Edit Layout view   1

summary view control, about   1

households

business scenario   1

contact, adding to a household   1

contacts, associating with households   1

defined   1

household summary, viewing   1

privacy option, setting   1

relationship hierarchy, about viewing   1

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I

importing

bill payments, about importing   1

census data   1

facility claims, about importing   1

segmented census data   1

insurance

insurance product, adding   1

product line type, specifying   1

rate band, adding   1

insurance policy, associating with billing account   1

insurance, group policies

about   1

activity plan templates, creating   1

activity plan templates, creating activities for the template   1

beneficiaries, adding   1

business scenario   1

census data, importing   1

census information, adding   1

customizable products, reconfiguring in plan design   1

employee classes, adding for group policies   1

enrollment waiting periods, impact start of coverage   1

group insurance products, adding   1

group policy record, adding   1

members, adding eligible members   1

members, enrolling   1

payment plans, setting up   1

plans, adding for group policies   1

policy screens, views common to all   1

proposal templates, creating   1

proposals, generating for group policies   1

rate bands, adding   1

segmented census data, importing   1

underwriting information, adding   1

underwriting information, viewing   1

integration

integration messages   1

investors

about   1

investor, adding   1

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J

Janna applications

migration path, about   1

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L

latitude and longitude values

facility locator, about adding values   1

List of Values

about configuring   1

longitude and latitude values

facility locator, about adding values   1

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M

members

beneficiaries, adding to group policies   1

eligible members, adding   1

enrolling members   1

Members screen

about   1

members, enrolling   1

Mobile Web Client

about performing administrative functions on local db   1

Move down button

Edit Layout view   1

Move up button

Edit Layout view   1

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N

National Association of Security Dealers (NASD) registration

tracking   1

New Call Report Workflow

activating   1

Data Transfer Utility, about using to modify   1

new features   1

notes

call reports, associating with   1

creating about contacts   1

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P

parent-subsidiary relationship

establishing   1

partners

agents, adding   1

business scenario, company signs new agent   1

business scenario, employee adds a new agency   1

defined   1

information, adding information associated with an agent   1

new partners, adding   1

sharing data with partner, about enabling   1

payments

facility payments, adding   1

individual health policy, setting up payment plan   1

payment plan, setting up for group policies   1

provider payments, adding manually   1

provider payments, viewing   1

plans

customizable products, reconfiguring in plan design   1

group policies, adding for   1

payment plans, setting up for group plans   1

 1

policy screens, common views   1

printing

call reports   1

privacy flags

setting the call report privacy flag   1

privacy option, setting   1

product lines

about adding   1

products

about adding   1

customizable products, reconfiguring in plan design   1

proposal templates

creating for group policies   1

proposals

group policies, about generating for   1

group policies. generating for   1

providers

about   1

adding a provider   1

business scenario   1

facility, associating with   1

facility, associating with a provider   1

payments, adding manually   1

profile information, adding   1

provider address, adding   1

provider claims, adding   1

provider contract, adding   1

provider payments, viewing   1

provider report, viewing   1

speciality, associating with a provider   1

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Q

quotes

active policy, converting to   1

health policy quotes, providing   1

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R

rate bands

insurance rate bands, adding   1

plans, adding for group policies   1

rate band, adding*   1

referral information

referral, creating to a contact   1

referral, entering a referral received from a contact   1

referrals

activities, creating for template   1

business scenario   1

creating a referral   1

referral actions, recording   1 ,  2

relationship hierarchy

contact, about viewing   1

contacts, defining a relationship between contacts   1

household relationship hierarchy, about viewing   1

relationship types, custom defined

managing, about   1

managing, adding   1

reports

provider report, viewing   1

table of   1

roll-up views

aggregated activities, viewing for a company   1

aggregated coverage team, viewing   1

aggregated opportunities, viewing   1

company hierarchies, viewing in   1

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S

service requests

adding associated with company   1

billing account, adding to   1

individual health policies, adding a service request   1

Show button

Edit Layout view   1

Siebel Janna applications

migration path, about   1

solution sets, list of   1

summary information

viewing a household summary   1

summary views

configuring, about   1

layout, editing   1

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T

team members

coverage team members, about verifying   1

coverage team members, adding or deleting   1

coverage team members, searching for a company without   1

primary coverage team members, changing   1

templates

activity plan templates, creating activities for group policies   1

activity plan templates, creating for group policies   1

call report email templates, viewing or changing   1

proposal templates, creating for group policies   1

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U

underwriting information

adding   1

viewing   1

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W

wealth management industry

about access to household's aggregated holdings   1

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