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Setting Up Values for Companies


Administrators can create new industries and territories so that the appropriate selections are available to end users when they add companies.

When a company is added to Siebel Insurance, the end user adding the company is responsible for indicating the industry to which the company belongs. Administrators are responsible for creating the industries that appear to end users.

Adding Industries

Use the following procedure to add an industry.

To add an industry

  1. Navigate to the Administration - Data screen, then the Industries view.
  2. In the Industries list, add a record, and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Description

    Language Code

    Primary language of the classification used.

    SIC Code

    Standard Industry Classification code as defined by the U.S. Department of Commerce.

    Type

    The classification used to describe the industry.

Companies are often associated with a territory. Administrators can create the territories that appear in the Territory field when end users add a company to Siebel Insurance.

Adding Territories

Use the following procedure to add a territory.

To add a territory

  1. Navigate to the Administration - Assignment screen, then the Territories view.
  2. In the Territory List list, add a record, and complete the necessary fields.
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