|Bookshelf Home | Contents | Index | PDF|
Siebel Personalization is a solution that allows you to filter content in an applet that Siebel CRM displays for a specific user according to the requirements of the preference or profile of the user. For example, you can include a salutation applet that does the following work:
You can use the task-based user interface (Task UI) to create a wizard-like user interface that Siebel CRM displays in the Siebel client. A task UI is a multiple-step, interactive operation that can include branching and decision logic. Task UI guides the user through task execution, allows forward and backward navigation in task execution, and allows the user to pause and resume task execution. These features guide the user through the execution of an unfamiliar task, which helps to increase the efficiency of a novice or intermittent user. Task UI can also increase the efficiency of a busy veteran user, especially a user who works in an environment that is prone to interruption. Task UI allows for easy switching between multiple tasks throughout the work day. For more information, see Siebel Business Process Framework: Task UI Guide.
Siebel Worklfow is a customizable business application that allows you to manage and enforce business processes, such as response time objectives, creating review policies, or monitoring service requests or opportunities over time. Siebel Worklfow uses the same basic processes that organizations use in their sales, marketing, and service departments that determine business workflow. You can use Siebel Worklfow to automatically enforce business policies and procedures. For more information, see Siebel Business Process Framework: Workflow Guide.
Siebel Interactive is a technology that allows you to incorporate HTML documents that are stored on the same or on a different Web site. You can retrieve and display internal or external HTML content, and programmatically execute a search specification against various Web servers. This functionality also provides a way to manage large stores of internal content that reference HTML which might include information that is valuable for users, such as FAQs. For more information about Siebel Briefings, see Siebel Briefings Administration Guide.
Siebel eSmartScript allows you to deploy an interactive guide in question and answer format in a Web page that helps the user find information. The interactive guide asks the user to answer questions to refine a search. Depending on the answers, the guide pursues branching paths to locate the correct answer. Siebel eSmartScript is integrated with Siebel SmartScript so that you can use a single administrative user interface to define scripts, and then deploy those scripts to call center agents or to users through the Web.
You configure Siebel eSmartScript through the same administrative screens that you configure SmartScript. You can deploy a Predefined SmartScript with little or no more configuration. You need only display the eSmartScript view, and then Siebel CRM dynamically generates the remaining views, applets, and so forth.
Siebel eSmartScripts can make applications more driven by data, which simplifies Web configuration. A Siebel eSmartScripts is relatively easy to configure, deploy and administer. For more information, see Siebel SmartScript Guide.
Siebel Assignment Manager provides you with a way to assign the most qualified person to a specific task. To accomplish this, Siebel CRM matches candidates to assignment objects. To assign the most qualified candidate to each object, Assignment Manager applies assignment rules that you define.
You can specify how Siebel CRM uses Assignment Manager to evaluate a record. You can run Assignment Manager to process assignments interactively in real time, dynamically when the user makes database changes, or periodically in batches. For more information, see Siebel Assignment Manager Administration Guide.
State model provides you with a way to customize workflow control according to the status of an object, such as a service request or a product defect. A state represents the status of an object, such as Open, Closed, or Pending. The state represents where the object is in the lifetime of the object. The state can also determine if the user can or cannot modify the data of that object. For example, a service request that is in a Closed state might be considered frozen and the user cannot modify the object.
A state transition defines how the user can change an object from one state to the next. For example, state model can allow a user to change the state for a service request from Closed to Open, and from Open to Pending, but not directly from Closed to Pending. The change of a service request from Closed to Open, or Open to Pending, represents state transitions. For more information, see the content about State Model in Siebel Applications Administration Guide.
|Configuring Siebel Business Applications||Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices.|