This chapter discusses:
The 360–degree view.
Transactions in the 360–degree view.
The 360-Degree View enables you to manage transactions and interactions for a business object—a customer or contact of customer , site or contact of site, partner or contact of partner, or worker. The 360-degree view provides both an entry point for interactions with the business object and a central point from which to launch transactions, such as quote and order creation, case creation, or opportunity creation.
PeopleSoft CRM delivers predefined data for the 360-degree view; including nodes, grid definitions, transactions that are associated with nodes and transaction groups. You can set up 360-degree view trees and pages that use this predefined system data. You set up additional information only if you need to change defaults.
See Setting Up the 360-Degree View, Using the 360-Degree View.
The 360-Degree View page that PeopleSoft delivers enables you to view or perform transactions on behalf of the customer or company. The transactions that you can perform appear in the Actions drop-down box on the upper right corner of the 360-Degree View page. This section discusses:
Transactions common to all industries.
Transactions for the financial services industries.
Transactions for the insurance industry.
Transactions for the communications industry.
Transactions for the energy industry.
PeopleSoft CRM delivers predefined data for the 360-Degree View. The transaction group, Core, is delivered with these transactions:
Add Agreement
Add Service Order
Add Case
Search Cases
Add Defect
Add Installed Product
Installed Product Hierarchy
Add Lead
Add Opportunity
Add Order
Add Quote
Product Registration
Add RMA
The transaction group, FSITRANS, delivers these transactions for the financial services industries:
Transaction |
Description |
Change the address for selected accounts. |
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Add or change an account nickname. |
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Automate transfer with account, frequency, start and end date. |
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View current bill payees or set up new payee information. |
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Back out transaction fees that have already been charged. |
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Modify an existing card or issue a new card. |
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Modify details on an account such as the account fee, account relationships, credit card parameters, currency, product, status, or TIN type and number. |
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Order a cashier's check and provide delivery details. |
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Order duplicate copy of an existing check. |
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Order duplicate copy of statement. |
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Enter account and delivery details for foreign currency order. |
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Enter account, denomination, and delivery details for traveler's checks. |
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Order new checkbook with starting number information. |
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Stop payment on a check. |
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One time fund transfer between accounts with account and amount information. |
The transaction group, INSTRANS, delivers these transactions for the insurance industry:
Transaction |
Description |
Make changes to a policy such as add a driver, delete a driver, change the address, or change the vehicle. |
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Select policy number from a list of customer's policies. Create the FNOL (first notice of loss) from the Policy Details page. Add First Notice of Loss is only available if the customer has an active property and casualty policy. |
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On the Insurance Quote page, initiate a quote for a new policy or a policy change. |
The transaction group, COMTRANS, delivers these transactions for the communications industry:
Transaction |
Description |
Add a new account. |
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Manage customer service requests. You can change, suspend, resume, or disconnect services. |
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Create a new service order. |
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Search for agreement lines or warranties that cover the case or service order and display the associated entitlements. |
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View the installed products that meet the customer, site, product, serial number, asset tag, and department criteria. |
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File a report for a lost or stolen handset. |
The transaction group, ENERGYTRANS, delivers these transactions for the energy industry:
Transaction |
Description |
Add a new account. |
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Initiate service for a new or existing customer at a new premise where the services have already been established. |
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Discontinue service at a premise. |
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Transfer the association of services between premises. |