A - B - C - D - E - F - G - H - I - J - L - M - N - P - Q - R - S - T - U - V - W

A

accounts

Financial Services, as used in   1

action items

associating with call reports   1

activities

group pension plan, creating activity associated with   1

viewing aggregated activities for a company   1

activity plan templates

group policies, creating activities for the template   1

group policies, creating for   1

Actuate reports, table of   1

agencies

agents, adding   1

business scenario, company signs new agent   1

business scenario, employee adds a new agency   1

defined   1

information, adding information associated with an agent   1

new partners, adding   1

annuities

administrative tables   1

assessment template, administering   1

beneficiary, adding   1

business scenario   1

insurance product, adding   1

life or annuity coverage, defining   1

loan request, submitting   1

payment plan, setting up   1

policies, table of   1

quote, generating   1

transfer request, submitting   1

underwriting report, ordering   1

value history information, viewing   1

withdrawal or surrender request, submitting   1

applets

Command Center applet, configuring example   1

Command Center applet, defining actions   1

Command Line applet, creating global commands for   1

applications

associating company applications with a company   1

Applications Administration Guide

about setup tasks information   1

appraisal details, tracking   1

assessment template, administering   1

assessments

company assessments, about creating   1

company assessments, performing   1

Assignment Manager

about using to resolve coverage team problems   1

attachments

associating with call reports   1

auto policies

auto insurance policy quote, providing   1

business scenarios   1

coverages, adding   1

discounts, adding   1

drivers, adding to policies   1

payment plan, setting up   1

underwriting information, adding   1

underwriting report, ordering   1

vehicles, adding to policies   1

vehicles, coverages, and premiums, viewing associated with policy   1

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B

beneficiaries

adding to group policies   1

beneficiary

adding a beneficiary   1

beneficiary information

recording for participant   1

billing

entering billing information group pensions   1

billing accounts

about   1

billing account records, adding or modifying   1

business scenario   1

contact or company, associating billing account with   1

policy, associating a billing account with   1

service request, adding to a billing account   1

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C

call report email templates

viewing or changing   1

call reports

action items, notes, and attachments, associating with   1

administrator procedures, list of   1

business scenario   1

call report charts, viewing   1

call report distribution list, creating   1

call report email templates, viewing or changing   1

call report privacy flag, setting   1

call report, adding   1

Data Transfer Utility, about using   1

emailing and printing   1

end-user procedures, list of   1

New Call Report Workflow, activating   1

Call Reports module, about   1

categories

creating contact information for   1

census data

census information, adding   1

detailed census data, importing   1

segmented census data, importing   1

claim elements

claim element details, adding   1

defined   1

new claim coverages and elements, defining   1

claimant property information, recording adverse   1

claims

appraisal details, recording   1

business scenario   1

claim elements, using to manage a loss   1

claimant property information, recording adverse   1

Claims Center Locators, about setting up   1

Claims Center Locators, assigning longitude and latitude   1

Claims Center Locators, assigning new claim center   1

Claims Center Locators, entering claim center information   1

first notice of loss, creating   1

insured property information, recording   1

loss, associating a contact with   1

payment, issuing settlement   1

payment, tracking demands for   1

police and fire reports, tracking   1

recovery information, managing   1

Collapse button

Edit Layout view   1

summary view control, about   1

command center

about and interface types   1

configuration and administration, about   1

Command Center Action form

Command Center Action applet, configuring example   1

Command Center action, selecting responsibilities   1

Command Center applet, defining actions   1

Command Center business object, defining   1

process of configuring appearance and functions   1

Command Center applet

configuring example   1

defining actions   1

Command Center business object

defining   1

Command Line applet

creating for global commands   1

companies

about   1

aggregated activities viewing for a company   1

aggregated coverage team, viewing   1

aggregated list of contacts, viewing   1

aggregated opportunities, viewing   1

billing account, associating with   1

business scenario, sales representative tracks company information   1

company applications, associating with a company   1

company assessments, about creating   1

company assessments, performing   1

company coverage team, adding a member   1

company coverage teams, about managing   1

company hierarchies, about   1

company hierarchies, default   1

company hierarchies, viewing in roll-up views   1

company information, making unavailable to users   1

company or investor, adding   1

company summaries, viewing   1

competitor designation, changing   1

competitor, indicating a company is a competitor   1

coverage team members, about verifying   1

coverage team members, adding or deleting   1

coverage team members, search for a company without   1

custom-defined relationship type, about managing   1

custom-defined relationship type, adding   1

custom-defined relationship, creating   1

data aggregation, about generating company hierarchies for   1

default company hierarchy, generating   1

dynamic company hierarchy, creating   1

parent-subsidiary relationship, establishing   1

primary coverage team members, changing   1

service requests, adding associated with a company   1

company hierarchies

aggregated activities, viewing for a company   1

aggregated coverage team, viewing   1

aggregated list of contacts, viewing   1

aggregated opportunities, viewing   1

data aggregation, generating for   1

default company hierarchies   1

default company hierarchy, generating   1

dynamic company hierarchy, creating   1

roll-up view, viewing in   1

company relationship hierarchies

custom-defined relationship, creating   1

viewing   1

company summaries, viewing   1

competitor

company, indicating as a competitor   1

designation, changing competitor designation   1

contacts

adding   1

billing account, associating with   1

business scenario, sales representative adds a new contact   1

categories, creating for contact information   1

company, associating a contact with a company   1

contact relationship hierarchies, viewing   1

contact summary, viewing   1

customer assessments, about creating   1

customer assessments, creating   1

customer value stars. adjusting   1

defined   1

group pension plan contacts, recording   1

household, adding to a   1

households, associating with   1

loss, associating with   1

managing contact information, about   1

notes, creating about contacts   1

referral, creating to a contact   1

referral, entering a referral received from a contact   1

relationship between contacts, defining   1

coverage teams

company coverage team, adding a member   1

company coverage teams, about managing   1

customer assessments

creating   1

creating, about   1

customer value stars, adjusting   1

customer value stars, adjusting   1

customizable products

reconfiguring in plan design   1

Customize Plan button, using   1

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D

data aggregation

company hierarchies, default   1

company hierarchies, generating for data aggregation   1

default company hierarchy, generating   1

dynamic company hierarchy, creating   1

Data Transfer Utilities

about using   1

deleting

company information, making unavailable to users   1

coverage team members   1

discounts auto policies, adding   1

distribution list

about creating   1

Drivers, adding to auto policies   1

dynamic company hierarchy, creating   1

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E

Edit Layout view

about using and buttons   1

email templates

viewing or changing call report email templates   1

emailing

call reports   1

employees

adding employee classes for group policies   1

enrolling

new participants in group pension plan   1

enrolling members

in group policies   1

enrollment waiting periods

coverage, impacting on the start of   1

Expand button

Edit Layout view   1

summary view control, about   1

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F

facility locator, adding facilities   1

features, new   1

FINS Group Policy Member benefits business component

enrollment waiting period, about rules   1

fire reports, tracking   1

functionality, about   1

funds

group pension plan, viewing available within plan   1

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G

geocode data, about   1

global commands

creating for the Command Line applet   1

group pensions

activity, creating associating with a plan   1

administering group pension plans, list of tasks   1

billing information, entering   1

business scenario   1

eligible plan members, adding   1

funding vehicles, defining for a group pension product   1

funds and investments available within plan, viewing   1

group pension plan contacts, recording   1

group pension plan, defining   1

group pension plans, process of defining   1

group pension product, defining   1

new participants, enrolling in plan   1

note, creating associated with a plan   1

participant beneficiary information, recording   1

participant classes, defining for plan participants   1

plan rules, specifying   1

service request, creating associated with plan   1

tasks, samples performed when managing group pensions (diagram)   1

group policies

activity plan templates, creating   1

activity plan templates, creating activities for the template   1

beneficiaries, adding   1

business scenario   1

census data, importing   1

census information, adding   1

customizable products, reconfiguring in plan design   1

defined   1

employee classes, adding for group policies   1

enrollment waiting periods, impact start of coverage   1

group insurance products, adding   1

group policy record, adding   1

members, adding eligible members   1

members, enrolling members   1

payment plans, setting up   1

plans, adding for group policies   1

policy screens, views common to all   1

proposal templates, creating   1

proposals, generating for group policies   1

rate bands, adding   1

segmented census data, importing   1

underwriting information, adding   1

underwriting information, viewing   1

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H

Hide button

Edit Layout view   1

summary view control, about   1

households

business scenario   1

contact, adding to a household   1

contacts, associating with households   1

defined   1

household summary, viewing   1

privacy option, setting   1

relationship hierarchy, about viewing   1

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I

importing

census data   1

segmented census data   1

insurance policy, associating with billing account   1

insurance, group policies

about   1

activity plan templates, creating   1

activity plan templates, creating activities for the template   1

beneficiaries, adding   1

business scenario   1

census data, importing   1

census information, adding   1

customizable products, reconfiguring in plan design   1

employee classes, adding for group policies   1

enrollment waiting periods, impact start of coverage   1

group insurance products, adding   1

group policy record, adding   1

members, adding eligible members   1

members, enrolling   1

payment plans, setting up   1

plans, adding for group policies   1

policy screens, views common to all   1

proposal templates, creating   1

proposals, generating for group policies   1

rate bands, adding   1

segmented census data, importing   1

underwriting information, adding   1

underwriting information, viewing   1

 1

integration

integration messages   1

investments

viewing available within group pension plan   1

investors

about   1

investor, adding   1

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J

Janna applications

migration path, about   1

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L

latitude and longitude

assigning   1

life insurance

administrative tables   1

assessment template, administering   1

beneficiary, adding   1

business scenario   1

insurance product, adding   1

life or annuity coverage, defining   1

loan request, submitting   1

payment plan, setting up   1

policies, table of   1

quote, generating   1

transfer request, submitting   1

underwriting report, ordering   1

value history information, viewing   1

withdrawal or surrender request, submitting   1

List of Values

about configuring   1

loan request, submitting   1

loss

See also Managing Losses Using Claim Elements

claim elements, using to manage a loss   1

contact, associating with   1

first notice, creating   1

loss report

See also Managing Losses Using Claim Elements

adverse claimant property   1

appraisals   1

associating contact   1

creating first notice   1

insured property   1

issuing settlement payment   1

managing claim elements   1

police and fire reports   1

salvage and subrogation   1

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M

members

beneficiaries, adding to group policies   1

eligible members, adding   1

enrolling members   1

Mobile Web Client

about performing administrative functions on local db   1

Move down button

Edit Layout view   1

Move up button

Edit Layout view   1

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N

National Association of Security Dealers (NASD) registration

tracking   1

New Call Report Workflow

activating   1

Data Transfer Utility, about using to modify   1

new features   1

notes

call reports, associating with   1

creating about contacts   1

group pension plan, creating associated with plan   1

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P

parent-subsidiary relationship

establishing   1

partners

agents, adding   1

business scenario, company signs new agent   1

business scenario, employee adds a new agency   1

defined   1

information, adding information associated with an agent   1

new partners, adding   1

sharing data with partner, about enabling   1

payments

auto policy payment plan, setting up   1

claims, tracking demands for   1

payment plan, setting up   1

payment plan, setting up for group policies   1

property policy, setting up payment plan   1

settlement, issuing   1

pensions

See Scenario for Creating a Company 401K Plan

 1

plans

customizable products, reconfiguring in plan design   1

group policies, adding for   1

payment plans, setting up for group plans   1

police reports, tracking   1

 1

policy screens, common views   1

printing

call reports   1

privacy flags

setting the call report privacy flag   1

privacy option, setting   1

product lines

about adding   1

products

about adding   1

customizable products, reconfiguring in plan design   1

property coverage

adding property coverage   1

property coverage limit, adding   1

property information

recording   1

recording adverse claimant   1

property insurance policy, providing a quote   1

property policies

Accident Violation view tab, about   1

All SPP Items view tab, about   1

Boat Details view tab, about   1

Boat Operator view tab, about   1

business scenario   1

payment plan, setting up   1

property coverage limit, adding   1

property coverage, adding   1

property insurance policy quote, providing a   1

property types, adding   1

property underwriting information, querying for   1

Replacement Cost Summary view tab, about   1

Replacement Cost view tab, about   1

scheduled personal property, adding   1

underwriting information, adding   1

underwriting report, ordering   1

proposal templates

creating for group policies   1

proposals

group policies, about generating for   1

group policies. generating for   1

PUL policies

about   1

business scenario   1

PUL insurance policy quote, generating   1

Rate button, about adding   1

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Q

querying for property underwriting information   1

quotes

auto insurance policy quote, providing   1

life insurance or annuity, generating quote   1

property insurance policy, providing a quote   1

PUL insurance policy quote, generating   1

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R

rate bands

plans, adding for group policies   1

rate band, adding*   1

Rate button, about adding   1

rate policies, adding Rate button   1

referral information

referral, creating to a contact   1

referral, entering a referral received from a contact   1

relationship hierarchy

contact, about viewing   1

contacts, defining a relationship between contacts   1

household relationship hierarchy, about viewing   1

relationship types, custom defined

managing, about   1

managing, adding   1

reports

table of   1

Retirement/Pension Management module

about   1

Rollup module, about   1

roll-up views

aggregated activities, viewing for a company   1

aggregated coverage team, viewing   1

aggregated opportunities, viewing   1

company hierarchies, viewing in   1

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S

salvage and subrogation, recording details   1

scheduled personal property, adding   1

service requests

adding associated with company   1

billing account, adding to   1

group pension plan, creating associating with   1

Service Requests module

about   1

settlement, issuing payment   1

Show button

Edit Layout view   1

Siebel Call Reports module

about   1

Siebel Janna applications

migration path, about   1

Siebel Retirement/Pension Management module

about   1

Siebel Rollup module

about   1

Siebel Service Requests module

about   1

summary information

viewing a household summary   1

summary views

configuring, about   1

layout, editing   1

surrender request, submitting   1

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T

team members

coverage team members, about verifying   1

coverage team members, adding or deleting   1

coverage team members, searching for a company without   1

primary coverage team members, changing   1

templates

activity plan templates, creating activities for group policies   1

activity plan templates, creating for group policies   1

call report email templates, viewing or changing   1

proposal templates, creating for group policies   1

transfer request, submitting   1

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U

 1

underwriting

auto policies report, ordering   1

auto policy underwriting information, adding   1

information, adding   1

property underwriting information, querying for   1

report, ordering (life and annuities)   1

report, ordering (property policies)   1

underwriting information

adding   1

viewing   1

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V

value history information, viewing   1

Vehicles, adding to auto policies   1

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W

wealth management industry

about access to household's aggregated holdings   1

withdrawal request, submitting   1

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