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Business Scenario

These scenarios are examples of workflows performed by sales representatives and their managers in the insurance and healthcare industries. Your company may follow a different workflow according to its business requirements.

Household information supports sales and service decisions for segmentation and cross-selling. It also provides background information for the finance and insurance industries about a household and all of its contacts.

A sales representative in the banking industry uses the Household screen for identifying and capturing demographic and relationship information about the household and for reviewing accounts and products associated with that household. From the Households screen, the sales representative creates a new household for a new customer. He then adds contacts to the household.

Next, using the Relationship Hierarchy view, the sales representative reviews the various parties related to the household.

Some weeks later, the sales representative wants to review household information. He navigates to the My Households view and then selects the Insurance Summary view to review a list of contacts, service requests, policies and quotes, and claims associated with a household.

NOTE:  In the wealth management industry, a relationship manager, retail broker, or wealth manager has access to view the household's aggregated holdings within their financial accounts, the performance on these accounts, cash flows expected for the household for a specified period, and the household's current versus model portfolio allocations by sector and by asset class. For more information, see Viewing and Evaluating Household Portfolios.

In this scenario, end users are the sales representatives who manage household information in the field. They enter and review information to:


 Siebel eHealthcare Guide 
 Published: 04 June 2003