Siebel Public Sector Guide


What's New in This Release


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Overview of Siebel Public Sector

About Siebel Public Sector

Key Features of Siebel Public Sector

Reports and Analytics for Siebel Public Sector

Accessibility and Siebel Public Sector

Portals for Siebel Public Sector

Assignment Manager and Siebel Public Sector


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Administering Siebel Public Sector

Administrative Tasks for Siebel Public Sector

About Serialization Rules

About Approval Templates and Routing

About Location Tracking

Roadmap for Administering Siebel Public Sector

Adding Images to the Siebel Public Sector Home Page

Activating Siebel Public Sector Workflows

Adding New Serialization Rules

Viewing Serialization Configuration in Siebel Tools

Creating Serialization Rule Records

Example 1 of Configuring Serialization

Example 2 of Configuring Serialization

Disabling Automatic Serialization

Adding Serial Number Buttons to the User Interface

Disabling Serial Number Buttons

Process of Setting Up Approval Templates

Creating Approval Templates for Investigative Cases

Creating Approval Templates for Leads

Creating Approval Templates for Benefits Cases

Creating Approval Templates for Incidents

Defining Locations

Process of Configuring Time Management

Configuring Constraints for Time Entry

Configuring Time Entry Views

Configuring User Approval Limits for Time Sheets

Process of Configuring Embedded Analytics

Configuring the Host for Analytics Server

Configuring Symbolic URLs

Creating a Profile for Analytics Data Source

Adding Analytics Data Source to Component Definition

Adding Profile Parameters to Siebel Configuration File


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Managing All Cases

About Case Management

About Tax Case Management

Scenarios for Tax Case Management

Roadmap for Managing Cases

Creating Case Records

Process of Developing Cases

Adding Details to Case Records

Using Assignment Manager to Manually Assign Organizations to Cases

Adding Attachments to Cases

Adding Notes to Cases

Adding Literature to Cases

Adding Accounts to Cases

Adding Contact Information to Cases

Adding Addresses to Cases

Managing Activities for Cases

Managing Court Information for Cases

Arranging Case Meetings

Copying Cases

Process of Managing Case Approvals

Reviewing Approvers for Cases

Submitting Cases for Approval

Approving Cases in the Inbox

Viewing Cases by Status

Closing and Reopening Cases

Process of Managing Case Time

Setting Up Proxies for Time Assignments

Assigning Time to Cases Using Time Sheets

Assigning Time to Cases Using Calendars

Assigning Time to Cases Using Time Tracker

Assigning Time to Cases Using Bulk Entry

Running Time Reports for Cases

Process of Managing Approval for Time Sheets

Submitting Time Sheets for Approval

Approving Time Sheets

Processing Approved Time Sheets

Viewing the Approval History for Time Sheets


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Administering Benefits Cases

About Controls for Benefit Data

About Associating Nonbenefits Cases with Master Cases

Roadmap for Administering Benefits Cases

Process of Configuring Applications

Configuring Citizen Access to Cases for Applications

Setting Up a Siebel Audit Trail for Submitted Applications

Configuring Contact Matching

Setting Up Verification Templates

Process of Configuring Benefits for Cases

Setting Up Benefits Programs

Setting Up Benefits for Service Plans

Configuring the Eligibility Button and Screening Button

Associating Manually Created Cases with Master Cases

Enabling Effective Dating

Implementing Effective Date Tracking

Process of Setting Up Effective Dating for Additional Business Components

Setting Up Effective Dating for Fields

Setting Up the View of Field History

Setting Up Effective Dating for Records with One-To-Many Links

Setting Up Effective Dating for Records with Many-To-Many Links

Process of Configuring Appeal Cases

Configuring Case Categories for Appeal Cases

Setting Up Format in Snapshot Files for Appeal Cases

Changing Fields in Snapshot Files for Appeal Cases

Configuring Snapshot Files for Appeal Cases

Setting Up Quality Assurance Templates


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Managing Benefits Cases

Scenarios for Benefits Case Management

About Implementing Automatic Benefits Assignment

About the Sample Rulebase

About Integrating Siebel Public Sector with Accounts Payable

About Working with Service Providers

About Effective Dating for Field Values and Records

About Appeal Cases

Roadmap for Managing Benefits Cases

Process of Managing Applications

Reviewing Submitted Applications

Finding Matching Contact Records

Uploading Applications

Viewing Cases for Applications

Verifying Application Information

Adding Attachments to Applications

Viewing Master Cases

Disassociating Cases from a Master Case

Updating Benefits Cases

Updating Contact Records

Assessing Benefits Eligibility

Process of Managing Benefits for Cases

Screening Cases for Benefits Eligibility

Automatically Assigning Benefits to Cases

Reviewing Details for Benefits Determination

Manually Assigning Benefits to Cases

Setting Up Payment Profiles

Processing Benefit Payments

Viewing Payments for Benefits Cases

Checking for Necessary Benefits Reassignments

Reassigning Benefits to Cases

Viewing the Benefit History for Benefits Cases

Creating Orders for Benefits Cases

Process of Managing Service Plans for Cases

Creating Service Plans for Cases

Assigning Benefits to Service Plans

Changing Data in Effective Dating Fields

Changing Values in Effective Dating Fields

Deleting Values in Effective Dating Fields

Verifying Changes to Effective Dating Fields

Designating Deletion Authority for Approved Entries for Field Values

Viewing the History for Values in Effective Dating Fields

Changing Data in Effective Dating Records

Adding Effective Dating Records

Deactivating Effective Dating Records

Verifying Changes to Effective Dating Records

Designating Deletion Authority for Approved Entries for Records

Viewing the History for Effective Dating Records

Process of Managing Appeal Cases

Accepting or Rejecting Appeal Requests

Creating Appeal Cases

Developing Appeal Cases

Completing Appeal Cases

Performing Quality Assurance Reviews


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Managing Investigative Cases

Scenarios for Investigative Case Management

About Tracking Evidence for Cases

About Generating New Serial Numbers

Process of Administering Investigative Cases

Configuring Thresholds for Risk Assessments

Eliminating Approval Requirement for Incident Escalations

Roadmap for Managing Investigative Cases

Process of Managing Incident Reports

Creating Incident Records

Adding Details to Incident Records

Adding Offense, Allegation, and Arrest Information to Incidents

Adding Circumstantial Information to Incidents

Adding Subject Information to Incidents

Adding Account Information to Incidents

Reviewing Approvers for Incidents

Submitting Incidents for Approval

Escalating Incidents to Cases for Investigation

Assessing Child-Welfare Incidents

Process of Managing Incident Time

Assigning Time to Incidents Using Time Sheets

Assigning Time to Incidents Using Calendars

Assigning Time to Incidents Using Time Tracker

Assigning Time to Incidents Using Bulk Entry

Running Time Reports for Incidents

Process of Managing Lead Information

Creating Lead Records

Adding Details to Lead Records

Generating New Serial Numbers for Leads

Generating New Serial Numbers for Subleads

Copying Leads

Reviewing Approvers for Leads

Submitting Leads for Approval

Process of Managing Evidence Items

Creating Evidence Records

Adding Details to Evidence Records

Copying Evidence

Creating Evidence Items from Assets

Process of Managing Profiles for Group Suspects

Creating Profiles for Group Suspects

Adding Details to Suspect Records

Process of Managing Profiles for Groups

Creating Profiles for Groups

Adding Details to Group Records


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Managing Health Threats and Responses

Scenarios for Health Threat Management

Process of Managing Public Health Cases

Creating Disease Records

Adding Details to Disease Records

Managing Disease Response Inventory

Managing Calls for Suspected Health Threats

Searching for Information About Health Topics

Creating and Modifying Health Topic Content


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Managing Immigration Contacts

Scenarios for Immigration Contact Management

About Visitor Stay Workflows

Process of Administering Immigration Contacts

Configuring the Immigration Contacts Screen

Administering Identity Records for Contacts

Administering Credential Records

Administering Visitor Stay Records

Process of Managing Immigration Contacts

Creating Identity Records for Contacts

Adding Details to Immigration Contact Records

Documenting Immigration Contact Credentials

Documenting Identity History

Creating Visitor Stay Records


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Responsibilities and Views

About Responsibilities and Views

PS Benefits Case Management

PS Incident Management

PS Investigative Case Management

PS Threat and Response Management


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Public Sector Workflows

Workflows for Applications

PUB OPA Create Session Workflow

Policy Automation Save Session IO Post Workflow

PUB OPA Intake Workflow

PUB Application Upload Workflow

Workflows for All Cases

PUB HLS Create Case Workflow

PUB Create Case From Incident Workflow

PUB Create Case From SR Workflow

PUB HLS Display Error Workflow

PUB HLS Go To View Workflow

PUB GOV Case Re-open (eService) Workflow

HLS Case Evaluate Assessment Workflow

Workflows for Benefits Cases

PUB Eligibility Determination Workflow

PUB Eligibility Determination Workflow Main

Policy Automation Assess Workflow

PUB Eligibility Determination Workflow For IO Mappings

PUB Eligibility Determination Workflow Main For IO Mappings

PUB Screening Determination Workflow For IO Mappings

PUB Screening Determination Workflow Main For IO Mappings

Policy Automation Assess IO Workflow

SWISendPaymentInstructions Workflow

PUB Scan This Case for Info Changed Workflow

PUB Flag Related Cases Batch Mode Process Workflow

PUB Attach Case Snapshot Workflow

PUB Archive Process Workflow

Workflows for Approvals

PS Object Approval Main Process Workflow

Update Time Sheet Status Workflow

HLS Incident Evaluate Assessment Workflow

PUB Create Evidence From Asset Workflow

Workflows for Immigration

PUB Immigration Credential Expiry Workflow

PUB Immigration Overdue Days No Visa Workflow

PUB Immigration Overdue Days Workflow

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Siebel Public Sector Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.