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Targeting Configuration


The Siebel Life Sciences targeting engine can be configured through the user properties found in Table 49 and Table 50.

Table 49.  TargetCategory User Property
Field
Required
Description

Name

Required

TargetCategory.

Changed

Read-only

An indicator of whether or not the user property is changed.

Value

Required

A value that the targeting engine uses to determine which saved lists are available to the business component. This value is strictly user-defined. Siebel Pharma ships with the default values "Contacts" for contact-related business components and "Accounts" for account-related business components.

One TargetCategory can be active per business component.

Inactive

Optional

An indicator of whether the user property is active.

Comments

Optional

Comments describing the user property.

Table 50.  TargetId User Property
Field
Required
Description

Name

Required

TargetId.

Changed

Read-only

An indicator of whether or not the user property is changed.

Value

Required

A value the targeting engine uses to determine the field in the business component that will be matched against the saved list ID. If the TargetId record is not defined as a user property for the business component, the targeting engine defaults to ROW_ID.

One TargetId can be active per business component.

Inactive

Optional

An indicator of whether the user property is active.

Comments

Optional

Comments describing the user property.

With these user properties, you can apply a target list in other business components and indicate what value in the business component will be stored for later retrieval. For example, to allow targeting functionality on opportunities, add the user property in Table 51 to each Opportunity business component.

Table 51.  Example TargetCategory User Property
Field
Required
Description

Name

Required

TargetCategory.

Changed

Read-only

An indicator of whether the user property is changed (optional).

Value

Required

"Opportunity" (or any value you choose).

Inactive

Optional

An indicator of whether the user property is active.

Comments

Optional

Comments describing the user property.

Once active, this user property will allow users to save a target list of opportunities and apply the list across screens in any opportunity-related business component.

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