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A
account, as used in Financial Services 1
activity plan template
activities, creating for 1
group policies, creating for 1
referral and authorization, creating 1
Actuate reports, table of 1
administration procedures
health program, adding 1
health programs, adding 1
agencies
agent, adding 1
agent, adding information about an agent 1
company signs new agent business scenario 1
defined 1
employee adds a new agency business scenario 1
note, about sharing data with partner 1
partner, creating 1
partners sample tasks (diagram) 1
Party Model, about 1
agent
adding 1
information, adding information about an agent 1
applicants
individual health policies, adding applicant 1
policy coverages, associating with 1
assessment
company assessment, performing 1
company value assessment, viewing the results 1
Assignment Manager, about using to resolve coverage team problems 1
attachments
referrals and authorization, adding 1
attachments, associating group policies with 1
audience for guide 1
authorizations
activities, creating for template 1
activity plan template, creating 1
attachments, adding 1
authorization actions, recording 1
authorization decisions, recording 1
business scenario 1
creating a authorization 1
Auto Call Report Workflow
activating 1
modifying 1
B
beneficiary
group policy, adding beneficiary to 1
billing accounts
about 1
billing account records, adding or modifying 1
business scenario 1
contact or company, associating billing account with 1
policy, associating a billing account with 1
service request, adding to a billing account 1
billing information, adding for a payment plan 1
C
call reports
See also Managing Call Reports
action items, associating with 1
attachments, associating with 1
attachments, storage location 1
business scenario 1
call report records, adding 1
defined and about 1
distribution list, about creating 1
distribution list, creating (procedure) 1
emailing 1
notes, associating with 1
printing 1
privacy flags, setting 1
tasks, samples when managing call reports (diagram) 1
call reports, administrator procedures
See also Viewing Call Report Charts
call report records, creating automatically 1
chart for your call reports, viewing 1
categories, adding contact to 1
Category field, adding products 1
census
information, adding (companies) 1
information, adding (group policies) 1
policy, associating with 1
claim
facility claim, adding 1
claims
provider claims, adding 1
Collapse button
edit layout button, about 1
summary view control, about 1
companies
See also Adding a Company
administrators and end uses sample tasks, diagram 1
billing account, associating with 1
business scenario, sales representative collects census data 1
business scenario, sales representative tracks company information 1
company hierarchies, about 1
company, adding 1
contact, associating with a company 1
Siebel eFinance, as used in 1
companies, administrator procedures
See also Adding a Company
aggregated activities for a company, viewing 1
aggregated coverage team for a company, viewing 1
aggregated list of contact for a company, viewing 1
aggregated opportunities for a company, viewing 1
application, associating with a company 1
census information, adding 1
company assessment, performing 1
company information, deleting 1
company relationship hierarchy, about viewing 1
company summary information, viewing 1
company unavailable to all other users, making 1
company value assessment, viewing the results 1
competitor, indicating that a company is 1
competitor, information, about deleting 1
coverage team members, about verifying 1
coverage team members, adding or deleting members 1
coverage team members, searching for a company without 1
coverage team, adding a member to 1
custom-defined relationship, creating 1
data aggregation, about generation company hierarchies for 1
default company hierarchy, generating (procedure) 1
dynamic company hierarchy, creating of selected companied 1
natural parent-subsidiary relationship, establishing between two companies 1
primary team member, changing for a company 1
relationship type, adding a custom-defined 1
service request, associating with a company 1
company hierarchies
aggregated activities for a company, viewing 1
aggregated coverage team for a company, viewing 1
aggregated list of contacts for a company, viewing 1
aggregated opportunities for a company, viewing 1
company relationship hierarchy
about viewing 1
custom-defined relationship, creating 1
natural parent-subsidiary relationship, establishing between two companies 1
company summary, viewing 1
competitor information, managing
competitor information, about deleting 1
competitor, indicating that a company is 1
contacts
adding a contact 1
aggregated list of contacts for a company, viewing 1
billing account, associating with 1
business scenario, sales representative adds a new contact 1
categories, adding to a contact 1
company, associating a contact with 1
contact summary information, viewing 1
customer value assessment, about creating 1
customer value assessment, about viewing the results 1
customer value assessment, creating (procedure) 1
customer value assessment, viewing the results (procedure) 1
defined 1
household, adding to a 1
logical groupings of contacts, creating 1
logical groupings of contacts, evaluating 1
My Personal Contacts view, about adding a company record 1
note records, creating 1
referral received, entering 1
referral to a contact, creating 1
relationship hierarchy, about viewing 1
relationship hierarchy, defining relationship between contacts 1
relationship hierarchy, viewing (procedure) 1
Contacts screen
providers, viewing 1
coverage team members
about verifying 1
company, adding or deleting members 1
company, searching for one with any coverage 1
member, adding to 1
primary coverage team member, changing for a company 1
customer value assessment
about creating 1
creating (procedure) 1
results, about viewing 1
results, viewing (procedure) 1
D
data aggregation
company hierarchies, about generating for 1
default company hierarchies, about 1
default company hierarchy, generating (procedure) 1
dynamic company hierarchies, about 1
dynamic company hierarchies, creating of selected companies 1
default company hierarchies
about 1
generating (procedure) 1
distribution list
See also Creating a Distribution List
about creating 1
creating (procedure) 1
dynamic company hierarchies
about 1
selected companies, creating 1
E
eligible member, adding 1
emailing a call reports 1
employee class, adding 1
enrollment
in health programs 1
enrollment waiting period, impact on start of coverage 1
Expand button
edit layout button, about 1
summary view control, about 1
F
facilities
about 1
adding a facility 1
business scenario 1
facility claim, adding 1
facility contract, adding 1
facility locator, adding a facility to 1
facility payment, adding 1
provider, facility or contract, associating with a facility 1
sample tasks (diagram) 1
Facilities screen
facility locator 1
facility locator, adding facilities 1
financial accounts
account holdings, comparing against portfolio model 1
account holdings, viewing by sector 1
accounts, viewing past performance 1
aggregated holdings, viewing 1
expected future cash flows, viewing for selected accounts 1
household, selecting associated with 1
financial application
company, associating with 1
opportunity, creating from 1
FINS Group Policy Member Benefits business component, viewing 1
G
group policies
See also Defining Activity Plan Templates
activities plan template, creating activities for 1
activity plan template, creating 1
attachments, adding associated with a group policy 1
beneficiary, adding 1
business scenario 1
census information, adding 1
census, associating with a policy 1
customizable products, reconfiguring in plan design 1
defined 1
designing plans for, lists available in Plan Design view 1
eligible member, adding 1
employee class, adding 1
enrollment waiting periods, impact on the start of coverage 1
FINS Group Policy Member Benefits business component, viewing 1
group insurance product, adding 1
historical underwriting information, viewing 1
member, enrolling 1
payment plan, setting up 1
plan design, adding 1
policy record, adding 1
policy screens, views common to all (table) 1
proposal, generating 1
rate band, adding 1
underwriting information, adding 1
guide
audience for 1
organization of 1
H
health policies, individual
about 1
applicant, adding 1
billing information, adding for a payment plan 1
business scenario 1
health risk assessment, performing 1
insurance product, adding 1
payment plan for individual health policy, setting up 1
policy coverages, associating with an applicant 1
product line type, specifying 1
quote to an active policy, converting 1
quotes, providing 1
rate band, adding 1
service requests, adding 1
health program, adding 1
health programs, adding 1
health risk assessment, performing 1
Hide button
edit layout button, about 1
summary view control, about 1
households
account holdings, comparing against portfolio model 1
account holdings, viewing by sector 1
accounts, viewing past performance 1
business scenario 1
contact, adding to a household 1
defined 1
expected future cash flow, viewing for selected accounts 1
financial account, selecting associated with 1
financial account, viewing aggregated holding 1
household, adding a 1
portfolio information, perspectives available (list of) 1
relationship hierarchy, about viewing 1
relationship hierarchy, creating custom-defined 1
summary information, viewing 1
tasks, samples when managing households (diagram) 1
I
insurance policy, associating with billing account 1
insurance products, adding 1
integration
about 1
Siebel eHealthcare integration messages, table of 1
L
life insurance
See also Adding Products and Product Lines
LOV, adding a custom-defined relationship type 1
M
member, enrolling in group policy 1
Members screen
about 1
members, enrolling 1
Mobile Web Client, caution, about performing administrative functions on local db 1
Move down edit layout button, about 1
Move up edit layout button 1
N
notes, creating for a contact 1
O
opportunities
See also Adding an Opportunity as an Administrator
aggregated opportunities for a company, viewing 1
business scenario, sales representative creates new opportunity 1
defined 1
deleting if unsure whether opportunity is active 1
financial application, creating opportunity from 1
opportunity details, adding specific 1
persistent filter, deleting 1
persistent filter, entering and running 1
persistent filter, saving 1
Opportunities persistent filter
limitations 1
LOV, adding a field with 1
picklist field, adding to 1
opportunities, administrator procedures
See also Adding an Opportunity
Opportunities persistent filter, adding a field with a LOV to 1
Opportunities persistent filter, adding a picklist field to 1
opportunity persistent filters, limitations 1
opportunity, adding from the Data Administration screen 1
opportunity, securing an 1
primary sales team member, changing for an opportunity 1
sales team members, adding or deleting for an opportunity 1
organization of guide 1
P
partners
agent, adding 1
agent, adding information about an agent 1
company signs new agent business scenario 1
creating a partner 1
defined 1
employee adds a new agency business scenario 1
note, about sharing data with partner 1
partners sample tasks (diagram) 1
Party Model, about 1
Party Model, about 1
payments
billing information, adding for a payment plan 1
facility payment, adding 1
individual health policy, setting up payment plan 1
payment plans, setting up for group policies 1
provider payments, adding manually 1
provider payments, viewing 1
persistent filter
Opportunities persistent filter, adding a field with a LOV to 1
Opportunities persistent filter, adding a picklist field to 1
Opportunities persistent filters, limitations 1
opportunities, deleting persistent filter 1
opportunity, entering and running 1
opportunity, saving 1
plan design
adding plan design 1
customizable products, reconfiguring 1
policy record, adding 1
portfolio information
See also Viewing and Evaluating Household Portfolios
household, perspectives available (list of) 1
printing call reports 1
privacy flags, setting for call reports 1
product attributes
changing information 1
description 1
product class rate bands
description 1
products, associating with 1
product classes
description 1
employee class, associating with 1
products class matrix
description 1
employee class, associating with 1
products, reconfiguring customizable products in plan design 1
proposals, generating 1
providers
about 1
adding a provider 1
business scenario 1
facility, associating with a provider 1
payments, adding manually 1
profile information, adding 1
provider address, adding 1
provider claims, adding 1
provider contract, adding 1
provider payments, viewing 1
provider report, viewing 1
sample tasks (diagram) 1
speciality, associating with a provider 1
Q
quotes
active policy, converting to 1
individual health policies, providing quotes 1
R
rate band
adding 1
rate band, adding 1
referral information
contact to, creating 1
received from a contact, entering 1
referrals
activities, creating for template 1
activity plan template, creating 1
attachments, adding 1
business scenario 1
creating a referral 1
referral actions, recording 1
referral decisions, recording 1
relationship hierarchy
contact, about viewing 1
contact, defining relationship between contacts 1
contact, viewing (procedure) 1
household relationship hierarchy, about viewing 1
household relationship hierarchy, creating custom-defined 1
reports
provider report, viewing 1
reports, table of 1
S
S_ACTIVITY_ATT table, location of call report attachments 1
service requests
billing account, adding to 1
company, associating with 1
individual health policies, add a service request 1
Show edit layout button, about 1
Siebel Account objects, caution renaming to Companies 1
Siebel eHealthcare integration messages, table of 1
summary information, viewing a household summary 1
summary view
controls, about 1
edit layout buttons, about 1
U
underwriting
group policies, adding underwriting information 1
historical underwriting information for group policies, viewing 1
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Siebel eHealthcare Guide Published: 04 June 2003 |