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Viewing a Company Relationship Hierarchy
End users use the Company Relationship Hierarchy to identify and capture key relationships for a company. This view features a graphical tree that provides a visual representation of a company's relationships. The tree shows the natural hierarchy of a company's parent-child relationships to entities such as companies, subsidiaries, divisions, contacts, and coverage relationships with employees as well as custom-defined relationships.
Custom-defined relationships are ad-hoc associations between the company and any contact, organization, household, or employee. End users can record custom-defined relationships between any two entities in the adjacent Party Relationships list.
NOTE: The Relationship Hierarchy view is also available on the Contacts, Employee (read only) and Households screens. For more information, see Viewing a Contact Relationship Hierarchy and Viewing a Household Relationship Hierarchy.
To establish a natural parent-subsidiary relationship between two companies
- Navigate to the Companies screen.
- From the Show drop-down list, select My Companies.
- In the Companies list, select the company to be established as the subsidiary.
- In the More Info form, click the show more button.
- In the Parent field, click the select button.
- In the Pick Company dialog box, select the parent company and click OK.
The name of the selected company appears in the Parent Organization field.
- Repeat Step 3 through Step 6 to set up companies, subsidiaries, branches, and departments as needed for your deployment.
- Click the Relationship Hierarchy view tab.
The new parent-subsidiary relationship is shown in the Relationship Hierarchy explorer in the lower-left corner of the screen.
NOTE: An alternative approach would be to select the parent companies and select the Subaccount view to add children.
To create a custom-defined relationship
- Navigate to the Companies screen.
- From the Show drop-down list, select My Companies.
- In the Companies list, select the company for which you want to create a custom-defined relationship.
- Click the Relationship Hierarchy view tab.
- In the Party Relationship list, add a record and complete the necessary fields.
Some fields are described in the following table.
Categorizes the relationship between the company and another entity. Field has an LOV for custom-defined Relationship values. Predefined values include Reports To, Spouse, Child, Lawyer, Board Member, Primary Contact (Backup), Admin Assistant, Competitor, Referral, Service Provider, Investor, Wealth Management Rep, Related Subsidiary, Bank Attorney, Trustee Attorney, and Debtor Attorney.This LOV can be modified by the Siebel administrator. For more information, see Managing the Custom-Defined Relationship Types LOV.The newly defined relationship appears in the Relationship Hierarchy explorer.
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Siebel eFinance Guide Published: 20 October 2003 |