Siebel eInsurance Guide > Households > End-User Procedures >

Viewing a Household Relationship Hierarchy


End users use the Household Relationship Hierarchy view to identify and capture key relationships for a household. This view features a graphical tree that provides a visual representation of a household's relationships. Users can create custom-defined relationships between a household and any contact or organization. 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 and Companies screens. For more information, see Viewing a Contact Relationship Hierarchy and Viewing a Company Relationship Hierarchy.

To create a custom-defined relationship

  1. Navigate to the Households screen.
  2. From the Show drop-down list, select My Households.
  3. Click the Relationship Hierarchy view tab.
  4. In the Party Relationship list, add a record and complete the necessary fields.
  5. Some fields are described in the following table.

    .

    Field
    Comments
    Relationship
    Categorizes the relationship between the household and the other entity. Field has an LOV for custom-defined Relationship values. Pre-defined 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.
    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 eInsurance Guide 
 Published: 04 June 2003