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A
account contacts, about and support of 1
account hierarchies, about and support of 1
administrator
delegated administration, using with apparel and footwear 1
delegated administrator, about using with Siebel Group Portal 1
employee group administrator, assigning a group policy to 1
agents
compensation plans for agents, about creating and viewing 1
households, assigning to an agent 1
policies and quotes, viewing all of an agents 1
views, about used to work with partner employees 1
agreements, associating with orders or service items 1
appointments, entering and licenses 1
Approved Partner view
employer group company, about using to create 1
partner company, about using to create 1
audience for guide 1
authorizations
authorization request, approving or declining 1
sharing with healthcare providers 1
B
brokers, about creating and viewing compensation plans 1
C
call reports
about and uses for Siebel PRM for Finance 1
partner's call reports, viewing all 1
partners, viewing in Siebel PRM for Finance 1
claims
claim elements, about 1
healthcare provider employee, assigning claims to manually 1
partner employee, assigning claims to manually 1
partners, about assigning claims to 1
service provider employee, assigning a claim to manually 1
service providers, about sharing claims with 1
contract, entering a new contract 1
credit alert, defined 1
credit management, support for 1
credit threshold, about 1
D
delegated administrator
apparel and footwear. using with 1
Siebel Group Portal, about using to add users 1
direct distribution
apparel and footwear, screens displayed 1
Web site, creating and administering for Apparel and Footwear 1
direct distribution in apparel and footwear, about 1
E
EAI module, about using to integrate third-party credit system 1
employee group administrator, assigning a group policy to 1
employer groups
employee group administrator, assigning a group policy to 1
group policies, about sharing with employer groups 1
new employer group, adding (procedure) 1
provider, sharing information about provider with employer group 1
Error and Omissions insurance, entering information about 1
F
facilities
facility information, about sharing 1
facility information, about sharing with a group company 1
facility information, sharing with a group employee 1
health facilities, about searching for 1
fraud management, support for 1
G
Group Administrator Role 1
Group Administrator tasks and views (table) 1
group company, sharing facility information with 1
group employee, sharing facility information with 1
group members, viewing information about members 1
group policies
partner company's auto policies and quotes, viewing (example) 1
partner company's policies and quotes, viewing all 1
quotes, about entering 1
guide
audience for 1
organization of 1
revision history 1
H
healthcare facilities
information, about viewing healthcare facilities 1
information, viewing about a facility (procedure) 1
searching for, about 1
healthcare providers
members, about sharing 1
provider company, sharing information about a member 1
provider employee, sharing information about a member 1
providers, viewing information about 1
high interactivity, about and Siebel PRM for Consumer Goods 1
households, assigning agents to 1
I
indirect distribution in apparel and footwear, about 1
insurance, entering information about Errors and Omissions insurance 1
L
licenses, entering and appointments 1
M
marketing
Siebel Agent Portal scenario 1
Siebel Group Portal scenario 1
Siebel Healthcare Provider Portal scenario 1
Siebel PRM for Finance scenario 1
Siebel Service Provider Portal scenario 1
N
National Association of Securities Dealers (NASD), about entering licenses and appointments 1
O
online
potential partners, about applying and steps (Siebel PRM for Finance) 1
registering, about and process overview (Siebel Agent Portal) 1
orders
agreements, ways to associate orders with 1
ordering process, about and support of 1
organization of guide 1
P
partner commerce
Siebel Agent Portal scenario 1
Siebel Group Portal scenario 1
Siebel Healthcare Provider Portal scenario 1
Siebel PRM for Finance scenario 1
Siebel Service Provider Portal scenario 1
partner company setup, about 1
partner employees
Agents Screen (Siebel eInsurance Partner Manager), about and views 1
Agents screen, about and views (list of) 1
Siebel PRM for Consumer Goods, about assigning partner information 1
Partner Manager
note, about viewing call reports 1
Partner Manager for Financial Services, differences from Siebel Agent Portal 1
Siebel Healthcare Partner Manager, differences from Siebel Partner Portal 1
Siebel Healthcare Provider Portal, differences from Siebel Partner Portal 1
Siebel Service Provider Portal, added screens 1
Partner Operations screen, views, added (list of) 1
Partner screen
Errors and Omissions insurance, entering information about 1
licenses and appointments, entering and example 1
new contract, entering 1
views, adding (list of) 1
partners
See also Adding New Partners
call reports, viewing all 1
claims, about assigning to 1
claims, assigning to partner employee manually 1
compensation plans, about creating and viewing 1
new partners, about adding 1
new partners, about registering (not online) and process 1
new partners, about registering online and process 1
Siebel PRM for Finance, about adding 1
partners, adding
employer group, adding (procedure) 1
Siebel Group Portal, differences in adding new partners 1
Siebel Healthcare Provider Portal, about registering new partners 1
Siebel Healthcare Provider Portal, adding a new partner (procedure) 1
Siebel Healthcare Provider Portal, differences in process from Siebel PRM 1
Siebel PRM for Apparel and Footwear, about registering new partners 1
Siebel Service Provider Portal, about registering new partners 1
Siebel Service Provider Portal, adding new partner (procedure) 1
Siebel Service Provider Portal, differences in process from Siebel PRM 1
partners, managing
Agents screen, about using to work with partner employees and views (list of) 1
Partner screen, added views 1
Siebel Group Portal, features used to manage partners 1
Siebel Healthcare Provider Portal, about managing 1
Siebel PRM for Finance, about managing partners 1
Siebel Service Provider Portal, about managing partners 1
partners, sharing data with
call reports, about and uses for (Siebel PRM for Finance) 1
call reports, viewing a partners (Siebel PRM for Finance) 1
claim elements, about 1
claim, assigning manually to a healthcare provider employee 1
employee group administrator, assigning a group policy to 1
employee group, sharing information about a provider with 1
employer groups, about sharing group policies with employer groups 1
facilities, about sharing information using the Provider Portal 1
facilities, about sharing information with a group company 1
facility, sharing information with a group employee 1
healthcare facilities, about viewing information 1
healthcare facilities, viewing information (procedure) 1
healthcare provider company, sharing information about a member 1
healthcare provider employee, sharing information about a member 1
healthcare providers, about sharing members with 1
healthcare providers, viewing information about 1
providers, about searching for 1
referral request or authorization request, approving or declining 1
referrals/authorizations, sharing with providers 1
service providers, about sharing claims with 1
service providers, sharing claims with (procedure) 1
Siebel Healthcare Provider Portal, about and types of data 1
personal policies, about entering quotes 1
personalization for apparel and footwear
about and using effectively 1
account profile attributes, using to evaluate segmentation 1
Application Service Interfaces (ASI), about and apparel and footwear 1
personalization rules (table) 1
policies
agent's policies and quotes, viewing all 1
group policies, about entering quotes 1
households, assigning multiple policies to 1
partner company's auto policies and quotes, viewing (example) 1
partner company's policies and quotes, viewing all 1
personal policies, about entering quotes 1
Profile view, viewing information in the Contact and Account screens 1
providers, about searching for 1
purchasing, about and support of the ordering process 1
Q
quotes
agent's policies and quotes, viewing all 1
agreements, ways to associate quotes with 1
group policies, about entering quotes for 1
partner company's auto policies and quotes, viewing (example) 1
partner company's policies and quotes, viewing all 1
personal policies, about entering quotes for 1
R
referrals
referral request, approving or declining 1
sharing with healthcare providers 1
registering
new partners, about 1
new partners, about adding online and steps (Siebel PRM for Finance) 1
new partners, about registering (not online) and process 1
new partners, about registering online and process 1
potential partners, about applying (not online) and steps (Siebel PRM for Finance) 1
potential partners, about applying online and steps (Siebel PRM for Finance) 1
S
sales
Siebel Agent Portal scenario 1
Siebel Group Portal scenario 1
Siebel Healthcare Provider Portal scenario 1
Siebel PRM for Finance scenario 1
Siebel Service Provider Portal scenario 1
searching for health facilities, about 1
service
agreements, about associating with service items 1
Siebel Agent Portal scenario 1
Siebel Group Portal scenario 1
Siebel Healthcare Provider Portal scenario 1
Siebel PRM for Finance scenario 1
Siebel Service Provider Portal scenario 1
service providers
claims, about sharing with 1
claims, sharing with (procedure) 1
Siebel Agent Portal
about and set up process, overview 1
Partner Manager for Financial Services, differences in 1
Partner Operations screen, added views (list of) 1
Partner screen, added views (list of) 1
scenarios 1
Siebel eInsurance Partner Manager home page, about and screens 1
Siebel Partner Portal, home page screen differences 1
Siebel PRM, differences from 1
Siebel Application Integration (EAI), about integrating third-party credit system 1
Siebel Cross-Industry PRM
about and setting up 1
Siebel PRM, feature differences 1
Siebel eHealthcare Partner Manager, about using and responsibilities 1
Siebel eInsurance Partner Manager
Agents screen, added views (list of) 1
home page, about and screens 1
Partner Operations screen, added views (list of) 1
Partner screen, added views (list of) 1
Siebel Service Provider Portal, about using and configuring 1
Siebel Group Portal
about and setting up process 1
delegated administrator, about adding 1
employee group, sharing information about a provider with 1
employer group administrator, assigning a group policy to 1
employer groups, about sharing group policies with employer groups 1
facilities, about sharing information 1
facilities, about sharing information with a group company 1
facility, sharing information with a group employee 1
Group Administrator, tasks and views (table) 1
group members, viewing information about 1
health facilities, about searching for 1
new employer group, adding (procedure) 1
partners, about features used to manage partners 1
providers, about searching for 1
scenarios 1
Siebel eHealthcare Partner Manager, about and responsibilities 1
Siebel Partner Portal, added screens 1
Siebel PRM, differences from features in 1
Siebel PRM, differences in adding new partners 1
Siebel PRM, sections that do not apply for Group Portal 1
Siebel Healthcare Provider Portal
about and setting up overview 1
claim, assigning to a employee manually 1
healthcare facilities, about viewing information 1
healthcare facilities, viewing information (procedure) 1
healthcare provider company, sharing information about a member with 1
healthcare provider employee, sharing information about a member with 1
healthcare providers, about sharing members with 1
healthcare providers, viewing information about 1
new partners, about adding 1
new partners, adding (procedure) 1
new partners, differences from process in Siebel PRM 1
partners, about managing 1
partners, about sharing data with 1
referral request or authorization request, approving or declining 1
referrals/authorizations, sharing with providers 1
scenarios 1
Siebel eHealthcare Partner Manager, differences in 1
Siebel Partner Portal and Partner Manager, differences in 1
Siebel PRM, differences from 1
Siebel Order Management, about associating information with the order 1
Siebel Partner Portal
Siebel Agent Portal, home page differences 1
Siebel eFinance Partner Manager, about 1
Siebel Group Portal, added screens 1
Siebel Healthcare Partner Manager, differences from Partner Manager 1
Siebel Healthcare Provider Portal, differences from Partner Manager 1
Siebel PRM for Finance screens, about 1
Siebel Service Provider Portal, added screens 1
Siebel Partner Portal, views to view contact and profile information 1
Siebel PRM for Apparel and Footwear
account profile attributes 1
Application Service Interfaces (ASI), about and apparel and footwear 1
direct and indirect distribution, about in apparel and footwear 1
direct distribution, screens displayed 1
indirect distribution, about and delegated administration 1
new partners, process of adding 1
personalization rules (table) 1
personalization, about and using effectively 1
registering new partners, about 1
setting up process, overview 1
Siebel PRM, differences in features 1
Web site, creating and administering 1
Siebel PRM for Communications, Media, and Energy
account structures, support of 1
agreements, about associating with service items 1
agreements, using with partners (list of) 1
agreements, ways to associate with quotes or orders 1
complex ordering process, support of 1
credit management, support for 1
fraud management, support for 1
setting up process, overview 1
Siebel PRM, feature differences 1
Siebel PRM for Consumer Goods
about 1
high interactivity and standard interactivity, about 1
partner company setup. about 1
partner employees, about working with 1
screens, accessing full range of 1
Siebel PRM for Finance
about and set up process, overview 1
call reports, about and uses for 1
call reports, viewing for a partner 1
new partners, about adding 1
Partner Portal Profile views mapped to Partner Manager views (table) 1
partners, about adding (not online) and steps 1
partners, about managing 1
potential partners, applying (not online), about and steps 1
potential partners, applying online, about and steps 1
scenarios 1
Siebel eFinance Partner Manager, about 1
Siebel Partner Portal screens, about 1
Siebel PRM, differences from 1
Siebel Service Provider Portal
about and setting up process 1
adding new partners, about and registering 1
claim elements, about 1
partner, adding (procedure) 1
partners, about managing 1
partners, difference in adding process from Siebel PRM 1
scenarios 1
service providers, about sharing claims with 1
service providers, sharing claims with (procedure) 1
Siebel eInsurance Partner Manager, about using and configuring 1
Siebel Partner Portal, added screens 1
Siebel PRM, differences from 1
Siebel PRM, sections that do not apply 1
standard interactivity, about and Siebel PRM for Consumer Goods 1
W
Web site, creating and administering for Apparel and Footwear 1
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications Published: 18 April 2003 |