Siebel eInsurance Guide > Partners and Agents > End-User Procedures >

Adding New Partners

End users can create new partner records and make changes to existing service provider information.

To create a partner

  1. Navigate to the Partners screen.
  2. In the Partners form, click the show more button, add a record, and complete the necessary fields.
  3. In the Partner Type field, select the appropriate type. If this partner is a service provider, select Service Provider.

Setting Up Siebel Insurance eService Partners Locators

The Contact Us applet on the Siebel eInsurance eService home page has a Locate Nearby Partners hyperlink. When users with the role of Insurance Member click this link, an applet opens in which they can perform a parametric search using location attributes that they select from drop-down lists. Users set up the records used in these searches in Siebel eInsurance.

For more information on Siebel Insurance eService, see Siebel eService Administration Guide Addendum for Financial Services.

To set up a Partner Locator

  1. Navigate to the Partners screen.
  2. In the Partners list, select a partner.
  3. Click the Locations view tab.
  4. In the Locations list, add a record for each partner address and complete the necessary fields.

    5. When the record is saved, the application automatically populates the Latitude and Longitude fields.

NOTE:  The latitude and longitude values will not generate if any one value in the City, State, Zip Code, or Country fields is incorrect. For example, if the ZIP Code is incorrect, you will receive an error message. To correct this problem, navigate to the Application Administration, ZIP Code Administration view and make sure the Geo values for that city, state, and ZIP Code combination has been loaded. For more information, see Siebel eService Administration Guide.


 Siebel eInsurance Guide 
 Published: 04 June 2003