Analyst

The Analyst routing model routes the following data:

• Contacts
• Accounts
• Assets
• Service Requests
• Quotes

The analyst also receives activities but only those activities that are related to quotes, opportunities, or service requests. Siebel Remote also routes Project Items, such as the following:

• Team Workbook
• Time and Expense
• Time sheets

Consultant

The Consultant routing model allows a limited use license for the professional services functionality. It routes data only for the following items:

• Time sheets
• Expense reports
• Some project information
• Calendar
• Employee skills

Executive Management

The Executive Management routing model is an extract-only routing model for an executive manager. It allows this manager to use the remote client to do everyday tasks. It excludes all manager rules so that Siebel Remote routes to remote clients only that data that is visible.

Field Engineer

The Field Engineer routing model routes data that the user requires to do and debrief a complex job that requires an acceptable level of historical data regarding customer and asset history. The Field Engineer can use this data to do the following work:

• Order parts
• Create service invoices
• Debrief time and expense on site
• Create cycle counts

Debriefing is the reporting of material usage, time, and expenses to service managers after the user completes an activity.

Field Sales Manager

The Field Sales Manager routing model routes data that is typical for the Sales Representative Standard, but it also includes team data for accounts, contacts, and opportunities.

Field Sales Representative

The Field Sales Representative routing model routes data that is relevant to a salesperson.

Field Technician

The Field Technician routing model routes data that is relevant to a field technician.

Life Science User

The Life Science User routing model is similar to the Mobile Client - Standard routing model except that it routes more data to remote clients and contains some extra rules that the Siebel Life Sciences applications require. These extra rules are for the following dock objects:

• Activity
• Assets
• Barcode
• DocAgreement
• Expense
• GroupNews
• Handheld Admin Application
• InvoicableCharge
• Order
• OrgSource
• Party
• Product
• Project
• ProjectItem
• PrspCon
• RepairPart
• ServiceRequest
• Time Sheet Item

Minimal Data

The Minimal Data routing model routes data only for the following items:

• Calendar Items
• My Contacts
• My Accounts
• My Opportunities

Mobile Client - Extract Only

The difference between the Mobile Client - Extract Only routing model and the Mobile Client - Standard routing model is that the Mobile Client - Extract Only routing model does not enable synchronization.

A local database that uses the Mobile Client - Extract Only routing model reflects a snapshot of application data with respect to the user.

Mobile Client - Standard

Unlike other routing models, the Mobile Client - Standard routing model routes the full set of data that is related to the user, according to the configuration of the visibility rules in the Siebel Repository File. There are some exceptions. For more information, see About the Standard Routing Model.

Mobile Partner User

The Mobile Partner User routing model routes data that is relevant to the Partner Sales position and the Service Representative position who use a mobile version of the Siebel PRM Partner Portal application.

This model includes the following items:

• Accounts
• Activities
• Assets
• Contacts
• Correspondence
• Inventory Locations
• Opportunities
• Orders
• Price Lists
• Products
• Proposals
• Quotes
• Revenues
• Service Requests
• Sources

Selective Retrieval

The Selective Retrieval routing model routes data that allows the user to use individual records that Siebel Remote synchronizes to the remote client.

Siebel CRM version 7.7 and later releases support the selective retrieval functionality for the following objects:

• Accounts
• Contacts
• Opportunities
• Projects
• Service Requests

For more information, see Selective Retrieval Routing Model.

Senior Field Engineer

The Senior Field Engineer routing model routes data that supports the following items:

• Interactions with other users and with the service center
• Access to product and parts data
• Access to solution knowledge bases
• Access to customer and asset data
• Do basic sales functionality

Activities

This routing model does not route the following activities:

• Activities that visible invoiceable charges reference
• Activities that are associated with subordinates of the employee
• Activities that are assigned to subordinates of the employee

Assets

Assets that s visible invoiceable charge references.

Audit Log

Audit trail data that is associated with all objects.

Barcode

Barcode configuration information that Handheld applications use.

Call Script Question

Data that is associated with Smart Script functionality.

CHAMP

Data that the CHAMP methodology requires.

Comm (Marketing Campaign)

Data that is associated with Marketing Campaign functionality.

Content Set

Data that is associated with Content Base functionality.

Content Type

Data that is associated with configuration of Content Base functionality.

CTI Cfg

CTI configuration data that CTI functionality requires.

DD Filter

Data that is associated with filters that Marketing Campaign functionality requires.

DD Hierarchical Attribute

Data that is associated with Hierarchy (family function) that Marketing Campaign functionality requires.

DD List Format

Data that is associated with Lists that Marketing Campaign functionality requires.

DD Measure

Data that is associated with Measures that Marketing Campaign functionality requires.

DD Measure-based Attribute

Data that is associated with Measure Based Attributes that Marketing Campaign functionality requires.

DD Sort Family

Data that is associated with Parent for Sort Family that Marketing Campaign functionality requires.

DD Source Code Format

Data that is associated with Source Code Format that Marketing Campaign functionality requires.

DocAgreement

DocAgreement that a visible invoiceable charge references.

Docking Object

Data that is associated with the data definition of the Siebel Remote Docking Object.

DockRoute

Data that is associated with the Siebel Remote Routing Model.

DocQuote

DocQuote that visible Revenue references.

EAI Lookup Map

Data that EAI components use to map external application values to Siebel values and to map Siebel values to external application values.

Employee Skill

Employee skills data.

Expense

Expense reports that a visible invoiceable charge references.

Group News

Data that is associated with Content Path.

Handheld Admin Application

Data that is associated with Handheld applications.

Handheld Admin Buscomp Filter

Data that is associated with business component filters that Handheld Sync uses.

Handheld Admin Busobj Filter

Data that is associated with business object filters that Handheld Sync uses.

Handheld Admin Setting

Data that is associated with settings that Handheld Sync uses.

Handheld Admin Summary

Data that is associated with Handheld sync session summary for each Handheld user.

Handheld Conflict Admin

Data that is associated with conflicts encountered during Handheld sync sessions.

Integration Object Map

Data that is associated with EAI Integration Object mapping.

Invoicable Charge

Visible Charges and credits data that can be invoiced to customers or that the employee creates.

List of Value

List of value data that the remote client does not require.

MS Project Integration

Seed data that maps Microsoft Project fields to Siebel Project fields.

Note

A note that is associated with quote, literature, or other objects that do not contain a note table.

Order

Visible order data that can be invoiced to customers.

Org Source

Accounts to be targeted for a promotion.

Outlook Integration

Seed data that Siebel CRM uses to define business components, business objects, views, and applets that display items in Microsoft Outlook.

Party

Party data that a visible invoiceable charge references.

Contact records that the CTI configuration manager teleset references.

Party data that a visible quote references.

User roles that are associated with the user.

Postal Code

ZIP code data.

Product

Product data that a visible invoiceable charge references.

Project

Project data that a visible invoiceable charge references.

Project Item

Project item data that a visible invoiceable charge references.

PrspCon

Prospect.

Repair Part

Repair part data a visible invoiceable charge references.

Server Domain

Server domain information that a PIM synchronization that is server based uses.

Server Domain List of Value

List of values for PIM language independent code that a PIM synchronization that is server based uses.

Server Domain Profile

Server domain configuration that a PIM synchronization that is server based uses.

Server Domain Translation Map

Server domain translation map that a PIM synchronization that is server based uses.

Service Request

Service request that a visible and invoiceable charge references.

SMQ Administration

Message business object information for MQ.

SMQ History

History information for MQ.

Task-Based Process

Task definition data that an administrator indicates through the administrative screens for regional node only.

Terr Accnt (Territory Account)

Territory account data that is the Territory Alignment process uses on the Siebel Server.

Terr Algn (Territory Alignment)

Territory alignment data that the Territory Alignment process uses on the Siebel Server.

Terr Asset (Territory Asset)

Territory asset data that the Territory Alignment process uses on the Siebel Server.

Terr Con (Territory Contact)

Territory contact data that the Territory Alignment process uses on the Siebel Server.

Terr Hier (Territory Hierarchy)

Territory hierarchy data that the Territory Alignment process uses on the Siebel Server.

Terr Region (Territory Region)

Territory region (brick) data that the Territory Alignment process uses on the Siebel Server.

Terr ZIP (Territory ZIP)

Territory ZIP code data that the Territory Alignment process uses on the Siebel Server.

Time Sheet Item

Time sheet item that a visible invoiceable charge references.

Universal Inbox Item

Universal inbox item data that the system administrator does not mark for replicating to the remote client.

Universal Inbox Item Typ

Universal inbox item type data that the system administrator does not mark for replicating to the remote client.

Workflow

Workflow process or step that the system administrator does not mark for replicating to the remote client.

Workflow Definition

Workflow deployment definition that the system administrator does not mark for replicating to the remote client.