Siebel Finance Guide > Managing Financial Needs Analyses >

Needs Analysis Script Creation

Those with the required administrative responsibilities, such as Siebel administrators, can set up and modify needs analysis questions and the related scripts.

Before creating a script, define each question that the script will use. If you add questions to a script, you must add score values to the Product Scores for the questions. You also must add the questions to the appropriate Business Component. For example, if you are modifying a checking account needs analysis script for a contact, then you would want to add questions to the FIN NA RET Checking Business Component. When the user clicks the Recommend button in the script wizard to calculate the score, changes to the script are taken into account. For additional information about creating SmartScripts, see Siebel SmartScript Administration Guide.