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This task is a step in Process of Managing Benefits Cases.
During an interview with an applicant requesting benefits, the call center representative or an intake agent typically creates a contact record and a household record to document household demographics and statistics. Before creating new records, the agent should query existing case files for other cases associated with the applicant. If no related cases are found, the agent creates a new benefits request file. After the benefits request file is saved, it is routed automatically (using Assignment Manager) or manually to a benefits manager for review.
Use the Contacts screen to search for existing contacts and create new contacts. Household information can either be entered using the Household field in the contact More Info view or from the Households screen. For more information on managing contact and household information, see Siebel Applications Administration Guide.
You can enter information on property and other assets, liabilities, and other relationships using the views associated with the contact and the contact's household record. For example, you can use the Relationship Hierarchy view to provide a graphical hierarchy of the contact's household.
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