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Personalization Features

Siebel Personalization provides the following benefits.

End-User Layout Customization

Users can customize the layout directly from portal-style pages. Table 4 lists how to move hide, and minimize applets.

Table 4.  Using the Edit Layout Button to Move, Edit, and Minimize Applets

Move applets to various positions in the view

Click Edit Layout.

This allows end users to express their preference as to where applets should appear.

Hide applets

Click Hide.

Use Edit Layout to show the button again, assuming that the administrator allows this to happen.

This allows end users to show only those applets that are most important to them.

Minimize applets

Click Collapse so that they appear on the view, but only the title bar appears.

This allows end users to keep information that is infrequently used hidden until it is needed.

Personalization for Another User

Users have access to their own profile when they log in, but they can also read the profile of other users with whom they are interacting.

For example, a call center agent can load the profile of the user with whom he or she is speaking to trigger personalization rules on that user's behalf. This allows personalization to work consistently across all channels.

Personalization Business Rules Designer

The Personalization Business Rules Designer allows business managers to implement personalization rules without learning complex programming languages.

  • The Rules Designer uses Siebel Query Language to construct expressions. The if-then rule structure facilitates rule writing.
  • The template-based approach allows business managers to write rules by filling out a template wizard with the appropriate key words, while not getting in the way of expert users who just want to type rules in the expression fields.
  • The Rules Designer provides choices of rule elements based on the context of the rule. The context comes from the place where the Rules Designer is invoked: action, applet, rule, and so on.

For more information, see About the Personalization Business Rules Designer.

Advanced Testing Environment

Creating personalization rules is by nature a dynamic process. How the system responds to a user depends on who that user is, and what actions the user performs while using the system. Testing personalization rules before deploying them on a live environment allows an administrator to assess whether the rules are having the desired effect.

  • The administrator can test the effects of content targeting rules, and personalization events and actions in employee, customer, and partner applications.
  • The administrator can load the profiles of dummy users. These users can simulate the effect of personalization rules on hypothetical user profiles.

For more information, see Using Test Mode to Test Personalization Rules.

Siebel Personalization Administration Guide