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P

package

A set of files often used for upgrades. If the upgrade includes a new version of a Siebel installation, the customer can use Siebel Packager to gather the files and information needed for a custom installation package for each subscriber configuration. See also Packager, Siebel.

Packager, Siebel

A utility that gathers files and information needed to prepare custom software installation packages for distribution to end users for upgrades.

participation/participant

See syndicate.

partner

Another company that works with your company, selling or servicing your products. In some industries, partners are called channels, brokers, dealers, agents, distributors, or channel partners. Partner is a general term for all of these.

Period

For cycle counting, the time period in days allotted to counting all A/X, B/Y, or C/Z class items at this location. For example, if the counting period for class A/X products is 90 days, the Cycle Counting Engine makes sure the products in this class are included in the Part List at least once every 90 days. Counting Period A/X Period B/Y > Period C/Z Counting Frequency.

period certain

On a life annuity with period certain, the insurer pays the annuity income benefits as long as the annuitant lives, and guarantees to pay benefits for at least a certain period—the period certain—even if the annuitant dies before the end of the period.

period chart

A chart in which the x-axis is divided into hours, days, months, quarters, or years.

person record

A type of Siebel record that represents an individual, who may be further identified as a contact or as an employee.

personal visibility

Provides the user with access to records that were created by, or assigned to, the user. The user's login ID is designated as the owner.

physical schema

A description of the physical files that make up a database. The schema includes filenames, file locations, access methodology, and actual or potential data derivations. See also search specification.

physical table

An object in the physical layer, usually corresponding to a table that exists in a physical database. It can correspond to a virtual table from the database derived from a query expression (SQL statement).

pick applet

In Siebel Tools, an applet that resides in a dialog box. The dialog box appears when a user must make a selection in a control or list column that is designated to activate a given pick applet. The pick applet provides a list or table of selection values from which the user selects one or more values or rows.

Pick ticket

A document that provides detailed information about the service parts required to fill orders. A warehouse clerk uses this list to pick and ship the items that complete an order.

picklist

(1) A user interface feature that displays a list of valid values for a specified field or list column cell. A picklist is basically the same thing as a drop-down list. (2) A means for attaching a single record to a field in a list or form.

platform

A platform includes the operating system of the various entities of a Siebel deployment; the database, the Siebel servers, and the clients and the character set used by these entities.

PMI

Private Mortgage Insurance.

precedence order

Siebel VB's method to determine which operators in an expression to evaluate first, second, and so on. Operators with a higher precedence are evaluated before those with lower precedence. Operators with equal precedence are evaluated from left to right. The default precedence order (from high to low) is numeric, string, comparison, logical.

PM (Preventive Maintenance) actions

Field service activities necessary to carry out a preventive maintenance service call.

PM (Preventive Maintenance) plan

A definition of recurring activities that are always triggered (scheduled) and performed as a unit. A plan includes the products covered and the triggers considered; it also displays the history of actions taken.

PM (Preventive Maintenance) triggers

The specific events for a selected PM plan that initiates PM actions if certain conditions are met. Triggers are based on time, use, thresholds, or events.

Preventive Maintenance (PM)

Service activities performed on a product to prevent excessive wear or failure.

product profile

A listing of policies and quotes that exist for a contact, account (household), or opportunity.

profit rank

This is the ranking of the profits earned when compared with the rest of the products within the same product line.

polling table

A table on the physical database used to keep track of changes to the physical database. If changes have occurred on the physical database, any cache entries that reference the changed table are invalid and should be purged.

portfolio management process (PMP)

The portfolio management process (PMP) provides a structure for segmenting a portfolio of accounts, profiling the most important accounts, creating a coverage plan, and developing a strategy to drive revenue growth.

ports

(1) In Siebel industry applications, rules that trading partner organizations accept for sending business documents to one another. These rules may require organizations to send information on the type of transport and security, the address, and the control numbers for electronic data interchange (EDI) delimiter types. (2) A technical term for a kind of network address for a machine.

post

In Siebel eAuction, to add an auction item (for sale) to a catalog.

postoperation event

An event that occurs after a standard operation in a Siebel application. Useful when the event relies on data that may have been updated in the course of executing the standard event in the application, or when standard processing is desired no matter what the outcome of the procedure. See also preoperation event.

preoperation event

An event that occurs before a standard operation in a Siebel application. For example, the PreDeleteRecord event occurs before the DeleteRecord event. See also postoperation event.

presentation catalog

An object in the Presentation layer that contains presentation tables and columns that are visible to end-user applications. A presentation catalog contains objects from a single subject area.

The Presentation layer provides a way to present customized views of a business model (known as Presentation Catalogs) to users. Presentation Catalogs in the Presentation layer are seen as business models by Siebel Analytics Web users. They appear as catalogs to client tools that use Siebel Analytics Server as an ODBC data source.

pricing factor

Used to create pricing rules. It is composed of the condition and adjustment that will change a base price.

private auction

In Siebel eAuction, an auction open only to users with access to a particular auction category. A private auction can be English, Modified English, Reverse, Dutch, or Vickrey.

procedure

A series of Siebel VB statements and functions executed as a unit. Both subprograms (Sub) and functions (Function) are called procedures.

product

(1) A physical product, such as an inventory item with its own unique part number. (2) In Siebel eAuction, an item within a catalog. An item can be made up of one or more products. Users can bid on items, but not on products. (3) An individual part that is included in the Siebel eConfigurator model. Products can be physical devices or intangible products such as service agreements, sales promotions, or bundles. The same product can appear in several models or more than once in a single model. See also database initialization and Siebel Data Model.

Product warranty

Protects the customer from any financial burden if the product fails, for a limited period of time after purchase. Typically, the seller, service provider, or reseller of the product offers this warranty. It is like a guarantee or quality certification for 30 to 180 days. This type of warranty can overlap with the manufacturer's warranty, without the buyer's knowledge.

professional

In Siebel Life Sciences applications, this individual is equivalent to a contact in other Siebel applications. Typically, this person is a physician, nurse, or pharmacist, or any individual deemed similarly significant to the business process.

profile

(1) A configured instance of a communications driver. (2) A set of information that users want to have about their accounts. This information could include revenue, date of formation, or number of employees. The user's Siebel administrator might also have a script (an ordered set of questions) to help the user collect this profile information. (3) A tab in User Preferences.

program

In Siebel Marketing, a business process for managing customers based on a specific marketing goal, for example, a promotion to upsell during a holiday season.

project

(1) In Siebel Tools, a named set of object definitions that can be checked out for modification, at the same time, by a developer. See also check out. (2) A set of tasks undertaken by a professional services group for a customer.

property

(1) In object-oriented programming, a named characteristic of an object. (2) In Siebel Tools, a named characteristic of the software construct that an object definition defines. The properties of object definitions correspond to columns in the Object List Editor, and to the list of property values appearing in the Properties window for the currently selected object definition.

property set

(1) A run-time in-memory representation of data that is used primarily for passing data in and out of Siebel business services. (2) In the context of the data transformation engine (DTE), a property set is used to represent integration objects that hold the data being transformed. See also data transformation engine (DTE).

protocol

(1) A technical standard that allows computers to connect with each other and to exchange information. (2) An agreed-upon format for transmitting data between two devices. The protocol determines the type of error checking to be used; the data compression method, if any; the way the sending device will indicate that it has finished sending a message; and the way the receiving device indicates that it has received a message.

publish

(1) To make information available to end users. (2) In Siebel Remote, files from the Siebel File System that the system administrator designates for distribution to Mobile Web Clients during the next synchronization session are said to be published.

purchase order

Document used to buy inventory from external vendors.

push

For a multichannel contact center application (such as Siebel Call Center using Siebel Communications Server and, optionally, Siebel Universal Queuing), a way of delivering an inbound work item to an agent using a Siebel Server that actively notifies the agent's Siebel client application.


 Glossary 
 Published: 22 April 2003