Siebel Insurance Guide > Managing Partners and Agencies >

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 Partners, then the Partner List view.
  2. In the Partners form, 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.
Siebel Insurance Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.