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Siebel eInsurance Guide > Contacts > End-User Procedures >

Creating a Customer Value Assessment

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The Contacts Assessments view can help end users qualify contacts and verify resource allocation. Contact assessments are created in the Contacts Assessments view and the results are presented in the Contacts Summary view.

NOTE:  A similar assessment functionality is available for companies. For more information, see Creating Assessments for a Company.

A customer value assessment evaluates a contact based on defined criteria. Each assessment template has a group of assessment attributes that make up the different measurement points of the assessment. A Siebel administrator can create new templates and add or modify assessment attributes. For more information on assessment templates and how to define and manage them, see Siebel Applications Administration Guide.

NOTE:  Siebel administrators who wish to modify the Customer Value assessment template must name the template Customer Value. If they do not use this name, the Customer Value icon will not display the appropriate information.

To create a customer value assessment

Navigate to the Contacts screen.
From the Show drop-down list, select My Contacts.
In the Contacts list, select the contact for whom the assessment will be added.
Click the Assessments view tab.
In the Assessments list, add a record.
In the Template Name field, click the select button.
In the Select Assessment Template dialog box, select a Template Name and click OK.

Assessment attributes, as defined for the Customer Value template, are automatically created in the Assessment Attributes list.

In the Assessment Attributes list, where possible, select a value for each attribute by clicking the select button in the Value field.

Viewing the Results of a Customer Value Assessment

A customer value assessment evaluates a customer based on criteria defined by an end user's organization. The results of a customer value assessment appear in the form of a Customer Value icon. This icon appears in the Contact Summary and gives users an instant summary of the value of the customer to the financial institution. Each star represents a quartile value. For example, one star means 1% to 25% and two stars mean 25% to 50%. This four-star system allows the user to determine the value of a specific contact without having to perform complex research and analysis.

To view the results of a customer value assessment

Navigate to the Contacts screen.
From the Show drop-down list, select My Contacts.
In the Contacts list, select the contact for whom you want to view the results of a customer value assessment.
Click the Summary view tab.

The Contact Summary view appears. Each star in the Customer Value icon represents a quartile value.

NOTE:  When multiple customer value assessments exist, only the data from the last customer value assessment completed is displayed.

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