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

A

account contacts, about and support of   1

account hierarchies, about and support of   1

administrator

delegated administration, using with apparel and footwear   1

delegated administrator, about using with Siebel Group Portal   1

employee group administrator, assigning a group policy to   1

agents

compensation plans for agents, about creating and viewing   1

households, assigning to an agent   1

policies and quotes, viewing all of an agents   1

views, about used to work with partner employees   1

agreements, associating with orders or service items   1

apparel and footwear

See Siebel PRM for Apparel and Footwear

appointments, entering and licenses   1

Approved Partner view

employer group company, about using to create   1

partner company, about using to create   1

authorizations

authorization request, approving or declining   1

sharing with healthcare providers   1

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B

brokers, about creating and viewing compensation plans   1

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C

call reports

about and uses for Siebel PRM for Finance   1

partner's call reports, viewing all   1

partners, viewing in Siebel PRM for Finance   1

claims

claim elements, about   1

healthcare provider employee, assigning claims to manually   1

partner employee, assigning claims to manually   1

partners, about assigning claims to   1

service provider employee, assigning a claim to manually   1

service providers, about sharing claims with   1

consumer goods

See Siebel PRM for Consumer Goods

contract, entering a new contract   1

credit alert, defined   1

credit management, support for   1

credit threshold, about   1

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D

delegated administrator

apparel and footwear. using with   1

Siebel Group Portal, about using to add users   1

direct distribution

apparel and footwear, screens displayed   1

Web site, creating and administering for Apparel and Footwear   1

direct distribution in apparel and footwear, about   1

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E

EAI module, about using to integrate third-party credit system   1

eInsurance Partner Manager

See Differences in the Partner Portal and Partner Manager

employee group administrator, assigning a group policy to   1

employer groups

employee group administrator, assigning a group policy to   1

group policies, about sharing with employer groups   1

new employer group, adding (procedure)   1

provider, sharing information about provider with employer group   1

energy

See Siebel PRM for Communications, Media, and Energy

Error and Omissions insurance, entering information about   1

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F

facilities

facility information, about sharing   1

facility information, about sharing with a group company   1

facility information, sharing with a group employee   1

health facilities, about searching for   1

footwear

See Siebel PRM for Apparel and Footwear

fraud management, support for   1

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G

Group Administrator Role   1

Group Administrator tasks and views (table)   1

group company, sharing facility information with   1

group employee, sharing facility information with   1

group members, viewing information about members   1

group policies

partner company's auto policies and quotes, viewing (example)   1

partner company's policies and quotes, viewing all   1

quotes, about entering   1

Group Portal

See Siebel Group Portal

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H

health insurance

See Siebel Healthcare Provider Portal

healthcare facilities

information, about viewing healthcare facilities   1

information, viewing about a facility (procedure)   1

searching for, about   1

Healthcare Provider Portal

See Siebel Healthcare Provider Portal

healthcare providers

members, about sharing   1

provider company, sharing information about a member   1

provider employee, sharing information about a member   1

providers, viewing information about   1

high interactivity, about and Siebel PRM for Consumer Goods   1

households, assigning agents to   1

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I

indirect distribution in apparel and footwear, about   1

insurance carriers

See Siebel Group Portal

insurance, entering information about Errors and Omissions insurance   1

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L

licenses, entering and appointments   1

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M

marketing

Siebel Agent Portal scenario   1

Siebel Group Portal scenario   1

Siebel Healthcare Provider Portal scenario   1

Siebel PRM for Finance scenario   1

Siebel Service Provider Portal scenario   1

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N

National Association of Securities Dealers (NASD), about entering licenses and appointments   1

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O

online

potential partners, about applying and steps (Siebel PRM for Finance)   1

registering, about and process overview (Siebel Agent Portal)   1

orders

agreements, ways to associate orders with   1

ordering process, about and support of   1

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P

partner commerce

Siebel Agent Portal scenario   1

Siebel Group Portal scenario   1

Siebel Healthcare Provider Portal scenario   1

Siebel PRM for Finance scenario   1

Siebel Service Provider Portal scenario   1

partner company setup, about   1

partner employees

Agents Screen (Siebel eInsurance Partner Manager), about and views   1

Agents screen, about and views (list of)   1

Siebel PRM for Consumer Goods, about assigning partner information   1

Partner Manager

note, about viewing call reports   1

Partner Manager for Financial Services, differences from Siebel Agent Portal   1

Siebel Healthcare Partner Manager, differences from Siebel Partner Portal   1

Siebel Healthcare Provider Portal, differences from Siebel Partner Portal   1

Siebel Service Provider Portal, added screens   1

Partner Operations screen, views, added (list of)   1

Partner Portal

See Differences in the Partner Portal and Partner Manager

Partner screen

Errors and Omissions insurance, entering information about   1

licenses and appointments, entering and example   1

new contract, entering   1

views, adding (list of)   1

partners

call reports, viewing all   1

claims, about assigning to   1

claims, assigning to partner employee manually   1

compensation plans, about creating and viewing   1

new partners, about adding   1

new partners, about registering (not online) and process   1

new partners, about registering online and process   1

Siebel PRM for Finance, about adding   1

partners, adding

employer group, adding (procedure)   1

Siebel Group Portal, differences in adding new partners   1

Siebel Healthcare Provider Portal, about registering new partners   1

Siebel Healthcare Provider Portal, adding a new partner (procedure)   1

Siebel Healthcare Provider Portal, differences in process from Siebel PRM   1

Siebel PRM for Apparel and Footwear, about registering new partners   1

Siebel Service Provider Portal, about registering new partners   1

Siebel Service Provider Portal, adding new partner (procedure)   1

Siebel Service Provider Portal, differences in process from Siebel PRM   1

partners, managing

Agents screen, about using to work with partner employees and views (list of)   1

Partner screen, added views   1

Siebel Group Portal, features used to manage partners   1

Siebel Healthcare Provider Portal, about managing   1

Siebel PRM for Finance, about managing partners   1

Siebel Service Provider Portal, about managing partners   1

partners, sharing data with

call reports, about and uses for (Siebel PRM for Finance)   1

call reports, viewing a partners (Siebel PRM for Finance)   1

claim elements, about   1

claim, assigning manually to a healthcare provider employee   1

employee group administrator, assigning a group policy to   1

employee group, sharing information about a provider with   1

employer groups, about sharing group policies with employer groups   1

facilities, about sharing information using the Provider Portal   1

facilities, about sharing information with a group company   1

facility, sharing information with a group employee   1

healthcare facilities, about viewing information   1

healthcare facilities, viewing information (procedure)   1

healthcare provider company, sharing information about a member   1

healthcare provider employee, sharing information about a member   1

healthcare providers, about sharing members with   1

healthcare providers, viewing information about   1

providers, about searching for   1

referral request or authorization request, approving or declining   1

referrals/authorizations, sharing with providers   1

service providers, about sharing claims with   1

service providers, sharing claims with (procedure)   1

Siebel Healthcare Provider Portal, about and types of data   1

personal policies, about entering quotes   1

personalization for apparel and footwear

about and using effectively   1

account profile attributes, using to evaluate segmentation   1

Application Service Interfaces (ASI), about and apparel and footwear   1

personalization rules (table)   1

policies

agent's policies and quotes, viewing all   1

group policies, about entering quotes   1

households, assigning multiple policies to   1

partner company's auto policies and quotes, viewing (example)   1

partner company's policies and quotes, viewing all   1

personal policies, about entering quotes   1

Profile view, viewing information in the Contact and Account screens   1

providers, about searching for   1

purchasing, about and support of the ordering process   1

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Q

quotes

agent's policies and quotes, viewing all   1

agreements, ways to associate quotes with   1

group policies, about entering quotes for   1

partner company's auto policies and quotes, viewing (example)   1

partner company's policies and quotes, viewing all   1

personal policies, about entering quotes for   1

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R

referrals

referral request, approving or declining   1

sharing with healthcare providers   1

registering

new partners, about   1

new partners, about adding online and steps (Siebel PRM for Finance)   1

new partners, about registering (not online) and process   1

new partners, about registering online and process   1

potential partners, about applying (not online) and steps (Siebel PRM for Finance)   1

potential partners, about applying online and steps (Siebel PRM for Finance)   1

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S

sales

Siebel Agent Portal scenario   1

Siebel Group Portal scenario   1

Siebel Healthcare Provider Portal scenario   1

Siebel PRM for Finance scenario   1

Siebel Service Provider Portal scenario   1

searching for health facilities, about   1

service

agreements, about associating with service items   1

Siebel Agent Portal scenario   1

Siebel Group Portal scenario   1

Siebel Healthcare Provider Portal scenario   1

Siebel PRM for Finance scenario   1

Siebel Service Provider Portal scenario   1

Service Provider Portal

See Siebel Service Provider Portal

service providers

claims, about sharing with   1

claims, sharing with (procedure)   1

Siebel Agent Portal

about and set up process, overview   1

Partner Manager for Financial Services, differences in   1

Partner Operations screen, added views (list of)   1

Partner screen, added views (list of)   1

scenarios   1

Siebel eInsurance Partner Manager home page, about and screens   1

Siebel Partner Portal, home page screen differences   1

Siebel PRM, differences from   1

Siebel Application Integration (EAI), about integrating third-party credit system   1

Siebel Cross-Industry PRM

about and setting up   1

Siebel PRM, feature differences   1

Siebel eHealthcare Partner Manager, about using and responsibilities   1

Siebel eInsurance Partner Manager

Agents screen, added views (list of)   1

home page, about and screens   1

Partner Operations screen, added views (list of)   1

Partner screen, added views (list of)   1

Siebel Service Provider Portal, about using and configuring   1

Siebel Group Portal

about and setting up process   1

delegated administrator, about adding   1

employee group, sharing information about a provider with   1

employer group administrator, assigning a group policy to   1

employer groups, about sharing group policies with employer groups   1

facilities, about sharing information   1

facilities, about sharing information with a group company   1

facility, sharing information with a group employee   1

Group Administrator, tasks and views (table)   1

group members, viewing information about   1

health facilities, about searching for   1

new employer group, adding (procedure)   1

partners, about features used to manage partners   1

providers, about searching for   1

scenarios   1

Siebel eHealthcare Partner Manager, about and responsibilities   1

Siebel Partner Portal, added screens   1

Siebel PRM, differences from features in   1

Siebel PRM, differences in adding new partners   1

Siebel PRM, sections that do not apply for Group Portal   1

Siebel Healthcare Provider Portal

about and setting up overview   1

claim, assigning to a employee manually   1

healthcare facilities, about viewing information   1

healthcare facilities, viewing information (procedure)   1

healthcare provider company, sharing information about a member with   1

healthcare provider employee, sharing information about a member with   1

healthcare providers, about sharing members with   1

healthcare providers, viewing information about   1

new partners, about adding   1

new partners, adding (procedure)   1

new partners, differences from process in Siebel PRM   1

partners, about managing   1

partners, about sharing data with   1

referral request or authorization request, approving or declining   1

referrals/authorizations, sharing with providers   1

scenarios   1

Siebel eHealthcare Partner Manager, differences in   1

Siebel Partner Portal and Partner Manager, differences in   1

Siebel PRM, differences from   1

Siebel Order Management, about associating information with the order   1

Siebel Partner Manager

See Differences in the Partner Portal and Partner Manager

Siebel Partner Portal

Siebel Agent Portal, home page differences   1

Siebel eFinance Partner Manager, about   1

Siebel Group Portal, added screens   1

Siebel Healthcare Partner Manager, differences from Partner Manager   1

Siebel Healthcare Provider Portal, differences from Partner Manager   1

Siebel PRM for Finance screens, about   1

Siebel Service Provider Portal, added screens   1

Siebel Partner Portal, views to view contact and profile information   1

Siebel Partner Relationship Management Administration

See Differences from Siebel PRM

Siebel PRM for Apparel and Footwear

account profile attributes   1

Application Service Interfaces (ASI), about and apparel and footwear   1

direct and indirect distribution, about in apparel and footwear   1

direct distribution, screens displayed   1

indirect distribution, about and delegated administration   1

new partners, process of adding   1

personalization rules (table)   1

personalization, about and using effectively   1

registering new partners, about   1

setting up process, overview   1

Siebel PRM, differences in features   1

Web site, creating and administering   1

Siebel PRM for Communications, Media, and Energy

account structures, support of   1

agreements, about associating with service items   1

agreements, using with partners (list of)   1

agreements, ways to associate with quotes or orders   1

complex ordering process, support of   1

credit management, support for   1

fraud management, support for   1

setting up process, overview   1

Siebel PRM, feature differences   1

Siebel PRM for Consumer Goods

about   1

high interactivity and standard interactivity, about   1

partner company setup. about   1

partner employees, about working with   1

screens, accessing full range of   1

Siebel PRM for Finance

about and set up process, overview   1

call reports, about and uses for   1

call reports, viewing for a partner   1

new partners, about adding   1

Partner Portal Profile views mapped to Partner Manager views (table)   1

partners, about adding (not online) and steps   1

partners, about managing   1

potential partners, applying (not online), about and steps   1

potential partners, applying online, about and steps   1

scenarios   1

Siebel eFinance Partner Manager, about   1

Siebel Partner Portal screens, about   1

Siebel PRM, differences from   1

Siebel Service Provider Portal

about and setting up process   1

adding new partners, about and registering   1

claim elements, about   1

partner, adding (procedure)   1

partners, about managing   1

partners, difference in adding process from Siebel PRM   1

scenarios   1

service providers, about sharing claims with   1

service providers, sharing claims with (procedure)   1

Siebel eInsurance Partner Manager, about using and configuring   1

Siebel Partner Portal, added screens   1

Siebel PRM, differences from   1

Siebel PRM, sections that do not apply   1

standard interactivity, about and Siebel PRM for Consumer Goods   1

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W

Web site, creating and administering for Apparel and Footwear   1

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