Siebel Consumer Sector Guide > Product Distribution > Administrator Procedures >

Setting Up Personalization Attributes


To make effective use of personalization, administrators or end users must select values for the following two fields for each of your company's accounts and product categories, or products or both:

NOTE:  If no values are selected for these fields, they are treated as having null values. Accounts with null Product Differentiation and Account Channel values are matched with product categories and products that have null values in those fields.

Predefined values for these two attributes are included in the seed data for standard Siebel Consumer Sector applications under the list of values (LOV) types ACCOUNT_CHANNEL and PRODUCT_DIFFERENTIATION. You can add new values or change any of the existing values, which are:

For the procedure to add or change a value in the LOV, see Applications Administration Guide.

Personalization rule sets in the standard Siebel Consumer Sector applications that are most relevant to targeting customers based on market segmentation are described in Table 12.

Table 12. Siebel Consumer Sector Personalization Rules
Rule Set
Description
Applicable Form or List
Catalogs
Determines what catalogs should be shown based on an account's profile attributes. In the standard product, this rule set matches values stored in the account channel attribute of the account and catalog objects.
In the standard product, catalogs do not have the fields Account Channel and Product Differentiator visible. To enable these personalization attributes for catalogs, see Siebel Tools Reference.
Product Catalog Form
Categories
Determines what categories within a catalog should be shown for an account. This rule set checks for entries in the Catalog Account Categories table and displays only categories that exist in the table.
TAF Product Catalog Category List
Products
Determines what products will be displayed based on the account's profile attributes. In the standard product, this rule set matches values stored in the account channel and product differentiation attributes of the Account and Product objects. It also checks the effective dates of a product and displays those that are within the season of the catalog.
TAF Assortment Plan Product List

Other personalization rule sets are included in the standard Siebel Consumer Sector application, and you can create additional rule sets. For information about creating or modifying personalization rule sets, see Personalization Administration Guide.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003