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Differences from Siebel PRM

This document covers only features of Siebel Agent Portal that are different from the features of Siebel PRM. It is meant to be used as a supplement to the documentation for Siebel PRM, which is in Siebel Partner Relationship Management Administration Guide.

Differences that apply to the entire book are:

• Terminology. There are a few differences in terminology in Siebel Agent Portal:
  • Siebel Partner Relationship Management Administration Guide uses the terms brand owner and partner. In the insurance industry, brand owner refers to the insurance carrier, and partner refers to the agent, broker or partner.
  • Siebel Partner Relationship Management Administration Guide uses the term quotes and orders to refer to the transactional data that the user can display in the My Quotes view, the My Orders view, and so on. In Siebel Agent Portal, these are called quotes and policies. In Siebel PRM, partners can create a quote in the Quotes screen and save it as an order. In the Agent Portal, partners create both quotes and policies in the same screens; they use either the Personal Policies or the Group Policies screen to create a quote, and when it is purchased, it becomes a policy in the same screen.
• Cross-references. Siebel Partner Relationship Management Administration Guide often refers the reader to Siebel Applications Administration Guide for more information. For Siebel Agent Portal, in addition to these books, the reader should see Siebel Insurance Guide or Siebel Healthcare Guide.

The differences in terminology and cross-references described above apply to the entire Siebel Partner Relationship Management Administration Guide.

The rest of this chapter details differences that apply to specific chapters of Siebel Partner Relationship Management Administration Guide.