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Sharing Data with Partners
The sharing data chapter of Siebel Partner Relationship Management Administration Guide discusses how to share transactional data and master data with your partners.
This chapter includes examples of typical ways that you might share data such as opportunities, contacts, and literature.
Many types of data described in this chapter do not apply to your work with service providers. You can only share the types of data that can be viewed in the screens of the Service Provider Portal, which are listed in Siebel Service Provider Portal.
In addition to the types of transactional data described in this chapter, Siebel Service Provider Portal supports the following types of transactional data:
Sharing Claims with Service Providers
If you share a Claim record with a service provider, the provider can view it through the Siebel Service Provider Portal but cannot modify it.
You share claims with service providers by assigning them to provider employees. It is visible to that employee in the My Claims view.
You can assign claims to providers manually, or if your business model is appropriate, you can set up Siebel Business Process Designer or Siebel Assignment Manager to assign claims to partners automatically.
For more information about Siebel Business Process Designer, see Siebel Business Process Framework: Workflow Guide.
For more information about Siebel Assignment Manager, see Siebel Assignment Manager Administration Guide.
For more information about claims, see Siebel Insurance Guide.
To assign a claim to a service provider employee manually
- Navigate to the Claims screen.
- In the Claims list, select the claim you want to assign to the provider.
- In the More Info form, in the Team field, click the select icon.
The Sales Team Members dialog box appears.
- In the Sales Team Members dialog box, click New.
- In the Sales Team Members list, select the provider you want to assign the claim to, and click OK.
- In the Sales Team Members dialog box, click OK.
The provider you selected can view the claim in the My Claims view of the Provider Portal.
Many insurance companies break down claims into subcomponents called claim elements. By subdividing claims in this way, insurers can delegate the management of these subcomponents to specific groups within their company according to their business rules.
Service providers can view claim elements using the Claim Elements screen of the Service Provider Portal.
For more information about working with claim elements, see Siebel Insurance Guide.