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Siebel eInsurance Guide > Households > End-User Procedures >

Adding a Household

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End users can collect and manage information about a customer's household.

To add a household

Navigate to the Households screen.
From the Show drop-down list, select My Households.
In the Households form, click the show more button, add a record, and complete the necessary fields.

The application automatically assigns the household an ID number in the Household # field.

United States law requires that financial institutions disclose their privacy policies regarding the sharing of non-public personal information with third parties and fair credit reporting that impacts the sharing of non-public personal information with affiliates. End users can specify a privacy level by making a selection from the Privacy Option field.

To specify a privacy level, scroll down to the Privacy Option field and select one of the following:
Opt-In. Sharing of non-public personal information is allowed without restrictions.
Opt-Out - Affiliates. Sharing of non-public personal information with affiliates is not allowed.
Opt-Out - Third Party. Sharing of non-public personal information with third parties is not allowed.
Opt-Out - All Parties. Sharing of non-public personal information with any affiliate or third party is not allowed.

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