Siebel eHealthcare Guide > Companies > End-User Procedures >

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

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select My Companies.
  3. In the Companies list, select the company to be established as the subsidiary.
  4. In the More Info form, click the show more button.
  5. In the Parent field, click the select button.

    6. The Pick Company dialog box appears.

  6. In the Pick Company dialog box, select the parent company and click OK.

    7. The name of the selected company appears in the Parent Organization field.

  7. Repeat Step 3 through Step 6 to set up companies, subsidiaries, branches, and departments as needed for your deployment.
  8. Click the Relationship Hierarchy view tab.

    9. 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

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select My Companies.
  3. In the Companies list, select the company for which you want to create a custom-defined relationship.
  4. Click the Relationship Hierarchy view tab.
  5. In the Party Relationship list, add a record and complete the necessary fields.

    6. Some fields are described in the following table.

    Field
    Comments
    Relationship
    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.
    Start Date
    End Date
    If the custom-defined relationship falls between the Start and End Dates, it appears in the tree. If it falls outside the range, it does not appear to the user. The user can enter a start or end date, or both.
    Type
    Use this field to determine the type of entity with which you wish to establish a relationship. Defaults to Contact. Other values include Household, Organization, and Employee.
    Value
    The value in this field is based on the Type field. For example, if Type equals Contact, then clicking the select button in Value field displays the Select Contact dialog box.

    The newly defined relationship appears in the Relationship Hierarchy explorer.


 Siebel eHealthcare Guide 
 Published: 04 June 2003