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Siebel Insurance Guide
What's New in This Release
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Overview of Siebel Insurance
About Siebel Insurance
Siebel Insurance Functionality and Modules
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Getting Started with Siebel Insurance
About Applications Administration Tasks
Renaming Siebel Account Objects
Configuring Lists of Values
Configuring Summary Views
Adding Products and Product Lines
About Command Center
Command Center Configuration and Administration
Process of Configuring the Command Center Action Form
Defining the Command Center Business Object
Defining the Command Center Actions
Selecting the Command Center Responsibilities
Example of Configuring the Command Center Action Applet
Creating Global Commands for the Command Line Applet
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Managing Companies
About Managing Companies
About Company Hierarchies
Scenario for Managing Company Information
Process of Managing Companies
Administrator Procedures
End-User Procedures
Setting Up Values for Companies
Deleting Company Information
Managing Competitor Information
Verifying Coverage Team Members
Managing the Custom-Defined Relationship Types LOV
Generating Company Hierarchies for Data Aggregation
Default Company Hierarchies
Dynamic Company Hierarchies
Adding Companies and Investors (End User)
Viewing Company Hierarchies in Roll-Up Views (End User)
Creating Company Assessments (End User)
Adding Company Applications (End User)
Adding Company Service Requests (End User)
Managing Company Coverage Teams (End User)
Viewing Company Summaries (End User)
Viewing Company Relationship Hierarchies (End User)
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Managing Contacts
About Managing Contacts
Scenario for Adding a New Contact
Process of Managing Contacts (End User)
Managing Contact Information (End User)
Adding Contacts
Creating Categories for Contact Information
Creating Notes About Contacts
Managing Contact Referral Information
Creating Customer Assessments (End User)
Setting the Customer Value Icon (End User)
Viewing a Contact Summary (End User)
Viewing Contact Relationship Hierarchies (End User)
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Managing Households
About Managing Households
Scenario for Managing Households
Process of Managing Households
Adding Households
Setting the Household Privacy Option
Associating Contacts with Households
Viewing Household Summaries
Using the Household Relationship Hierarchy
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Managing Call Reports
About Managing Call Reports
Scenario for Managing Call Reports
Process of Managing Call Reports
Administrator Procedures
End-User Procedures
Viewing Call Report Charts
Activating the New Call Report Workflow
Managing Call Report Templates
Adding Call Reports (End User)
Creating Call Report Distribution Lists (End User)
Associating Action Items, Notes, and Attachments with Call Reports (End User)
Setting the Call Report Privacy Flag (End User)
Emailing and Printing Call Reports (End User)
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Managing Group Pensions
About Managing Group Pensions
Scenario for Creating a Company 401(k) Plan
Group Pension Sample Tasks
Process of Managing Group Pension Plans
Administrator Procedures
End-User Procedures
Defining Group Pension Products
Defining Group Pension Plans
Administering Group Pension Plans (End User)
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Managing Auto Policies
About Managing Auto Policies
Scenario for Managing Auto Policies
Process of Managing Auto Policies
Administrator Procedures
End-User Procedures
Adding Auto Coverages and Coverage Values
Providing Quotes
Adding Discounts
Adding Vehicles or Drivers to Policies
Setting Up Payment Plans
Adding Underwriting Information
Ordering Underwriting Reports
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Managing Claims
About Managing Claims
Insurance Claims Terminology
Scenario for Opening and Managing a Claim for Property Loss
Scenario for Opening and Managing a Claim for Auto Damage
Process of Managing Claims
Administrator Procedures for Managing Claims
End-User Procedures for Managing Claims
Activating the Workflow Processes
Administering Reserve Codes
Administering Loss Codes
Administering Adjusters' Financial Limits
Administering the Employee Hierarchy
Example of Setting up the Employee Hierarchy
Integrating with the Insurance Services Office (ISO)
Setting the ISO System Preferences
Checking the ISO Run-Time Event
Checking the Validation Rules
Creating the Named Subsystem for the ISO Search Response
Configuring the ISO Assigned Company ID
Integrating with the Office of Foreign Assets Control
Checking the Policy Validity and Coverage (End User)
Creating First Notices of Loss (End User)
Recording Details of Involved Parties (End User)
Recording Insured and Adverse Claimant Property Details (End User)
Managing Claims Events (End User)
Assigning a Claim to an Adjuster (End User)
Checking a Claim Against the ISO Database (End User)
Creating an Activity Plan (End User)
Assigning a Claim Element (End User)
Assigning Claims to a Specialist Unit (End User)
Adding an Appraisal (End User)
Attaching Claims Documentation (End User)
Tracking Police and Fire Reports (End User)
About Coverages and Reserves
Creating a Reserve (End User)
About Managing Reserves
Managing Reserves (End User)
Tracking Demands for Payment (End User)
Creating an Invoice Record (End User)
Generating a Payment Record (End User)
Tracking Payments Related to Invoices (End User)
About Issuing a Settlement Payment (End User)
Issuing a Settlement Payment (End User)
Making a Bulk Payment (End User)
Viewing the Invoices and Claims for a Payment (End User)
Managing Recovery Information (End User)
Using the Common Task Links
Creating a Recovery Payment Record (End User)
Managing Fraud Information (End User)
Using the Common Task Links
About the Business Rules Processor and Claims Logic
Claims Workflows
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Managing Life and Annuity Policies
About Managing Life and Annuity Policies
Scenario for Life and Annuity Policies
Process of Managing Life and Annuity Policies
Administrator Procedures
End-User Procedures
Defining Life or Annuity Insurance Products
Defining Life or Annuity Insurance Coverages
Administering Assessment Templates
Providing Life and Annuities Quotes
Ordering Underwriting Reports
Adding a Beneficiary
Submitting Transaction Requests
Viewing Value History Information
Setting Up Payment Plans
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Managing Group Policies
About Group Policies
Scenario for Group Policies
Process of Managing Group Policies
Administrator Procedures
End-User Procedures
Adding Group Insurance Products and Product Lines
Adding Group Insurance Rate Bands
Defining Activity Plan Templates for Group Policies
Defining Proposal Templates for Group Policies
Adding Group Policy Records
Importing Census Information
Adding Census Information in the Group Policies Screen
Adding Employee Classes for Group Policies
Designing Plans for Group Policies
How Enrollment Waiting Periods Affect the Start of Coverage
Reconfiguring Customizable Products in Plan Design
Generating Proposals for Group Policies
Managing Underwriting Information
Adding Eligible Members to Group Policies
Enrolling Members in Group Policies
Adding Beneficiaries to Group Policies
Setting Up Payment Plans for Group Policies
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Managing Partners and Agencies
About Partners and Agencies
Scenario for Working with Partners and Agencies (Users)
Process of Managing Partners and Agencies (Users)
Adding New Partners
Adding Agents
Adding Information Associated with an Agent
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Managing Property Policies
About Property Policies
Scenario for Property Policies
Process of Managing Property Policies
Administrator Procedures
End-User Procedures
Adding Property Types
Adding Property Coverages and Coverage Limits
Providing Quotes
Adding Underwriting Information
Querying for Property Underwriting Information
Ordering Underwriting Reports
Adding Scheduled Personal Property
Setting Up Payment Plans
Additional Property Policies Views
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Managing PUL Policies
About PUL Policies
Scenario for PUL Policies
Providing PUL Policy Quotes
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Managing Billing Accounts
About Billing Accounts
Scenario for Billing Accounts
Process of Managing Billing Accounts
End-User Procedures
Creating Billing Account Records
Associating Billing Accounts with Other Records
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Siebel Integration Messages
About the Siebel Financial Services Business Platform
Siebel Insurance Integration Messages
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Business Services for Siebel Financial Services
About Siebel Business Services
About Siebel Financial Services Business Services
Disclosure Manager
VBC Cache and Instance Manager
Caching VBC Overview
Components
Stages of the Caching VBC Process
Caching VBC Configuration
Purging the VBC Cache
Free Format Converter
Data Validation Manager
Business Rule Processor
Process of Defining Business Rule Processes
Creating and Managing Business Rule Processes
Defining Properties for a Business Rule Process
About Business Rule Process Property Types
Defining Procedures for a Business Rule Process
Fine-Tuning the Assignment Statement
Handling Business Rules Processor Errors
Throwing Errors Within a Business Rules Process
Recovering from Errors Within a Business Rules Process
Using BRP Helper Business Services
FINS CAP Buscomp Data Loader Business Service
FINS CAP Buscomp Handler Business Service
Invoking the Business Rule Processor
Using eScript to Invoke the Business Rule Processor
Logging Business Rules Processor Debug Messages
Requirements Manager
About Requirements Manager
Administering Requirements Manager
Creating Record Templates
Creating Requirement Templates
Using Requirements Manager
Creating Record Group Templates
Example of Using Requirements Manager for Record Group Templates
Customer Authentication Manager
Creating Customer Authentication Templates
Defining Customer Authentication Rules
Invoking Customer Authentication Manager
Using the Calculation Manager
Specifying Calculation Rules
Example of Using Embedded eScript for Mortgage Calculation
Invoking Siebel Calculation Manager
Using the Customer Expectations Manager
Defining Customer Expectation Manager Rules
Invoking Customer Expectations Manager
Automating Approval Processing
Defining Approval Items and Approval Stages
Invoking FINS Approval UI Service from a Workflow
Approving or Declining Approval Stages (End User)
Automating the Display of Disclosure Documents
Setting Up Disclosures
About Disclosure Workflows
Activating Workflows
Invoking the Disclosure UI Service Business Service
Viewing Disclosures Associated with Contacts (End User)
SmartScript Integration with Workflow
Example of Integrating SmartScript with Workflow
FINS Web Shopping Service Methods
FINS SmartScript Output Service Methods
Dynamic UI Business Service
Example of Creating a Dynamic Applet with the Dynamic UI Business Service
Displaying Dynamic Applets in a Workflow
Creating a View Template for Dynamic Applets
FINS Application View Navigation
Business Service Methods
Business Service Behaviors
Business Service Administration
Example of FINS Application View Navigation
Upgrade Note
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