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Setting Up Service Provider Search

When creating a self-service claim on a Siebel Insurance eService Web site, a customer can search for a partner business that can rectify the problem relating to the claim. Businesses might include auto body repair shops and electrical contracting companies. The service provider search is based on the Siebel Partner Locator.

To create a claim, the customer clicks the View Claims and Payments hyperlink in the Customer Services applet of the home page. The customer clicks the New button in the Claims applet, completes the necessary fields, and clicks the select button in the Pick Service Provider field. The customer then follows the instructions on the Service Providers applet and a list of partner service providers appears.

Create a service provider. For detailed instructions about how to create a service provider, see Siebel Partner Relationship Management Administration Guide.

The general steps, along with information specific to Siebel Insurance eService, follow:

1. Add a partner. In Siebel Finance, navigate to the Partners screen, add a record, complete the necessary fields, and make sure that you perform the following actions:
   • Complete the Address field.
   • Select Service Provider in the Partner Type field.
   • Check the Primary check box when selecting the partner type.
2. Add a location. For the new partner record, add a location record in the Locations list, selecting the address that you enter in Step 1.
3. Associate an expertise. For the new partner record, select a value for the Expertise field in the Profile form, and enter other required information.
4. Approve the partner. In the Administration - Partner screen, select the partner record that you added and click Register. Select the Organization check box.