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Loading and Distributing Accounts Contacts Targeting Data

When a new Targeting period begins, the administrator must load and distribute the Accounts Contacts Targeting data. The database administrator (DBA) then loads the new Target data into the Siebel Pharma application through Accounts Contacts Targeting EIM tables.

To load and distribute Accounts Contacts targeting data

1. Create a new Targeting Period record in the Accounts Contacts screen, then the Administration screen, and retrieve the Row Id for the new Targeting Period record.
2. Use the Row Id to create a set of Accounts Contacts Targeting Product records in a flat file that includes the following information:

   Targeting Period Id

   Account Id

   Contact Id

   Position Id (for Sales Representative)

   Product Id

   Product Targeting attributes.

3. Send the flat file to the database administrator (DBA) who loads the new Target data into the Siebel Pharma application through Accounts Contacts Targeting EIM tables.
4. Validate that the data is correct after the Targeting data is loaded into the application.
5. Use the Accounts Contacts Administration screens to set the Display Names for each of the Targeting Product Attributes.
6. Generate the corresponding column mappings for the Siebel Pharma Application to display the Product Attributes within the Accounts Contacts list screens.
7. Activate the current Targeting Period to create and distribute the Accounts Contacts Targeting lists to the end users.