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Scenario for Advanced Contracts

The following scenario is designed to illustrate the functionality of Siebel Advanced Contracts. It shows a sample business process performed by the Contract administrator and the customer service representative or account manager.

Your company may follow a different business process according to its business requirements.

Roles and Responsibilities

This section describes the responsibilities of the people involved in contract management.

Contract Administrator

The Contract administrator sets up the agreement templates (Entitlements, Benefits, Conditions, and Terms), administers the contract during its term, and manages its renewal.

Customer Service Representative or Account Manager

The customer service representative or account manager sells, documents, or sells and documents the contract. The customer service representative or account manager will create the draft agreement to represent the negotiated terms and conditions using entitlement, benefit, condition, and term templates created by the administrator. When appropriate, after the contract has been negotiated, updated in Siebel Medical, and approved by all parties, the contract manager makes it active.

Scenario

A medical device company has signed a sales agreement with a Group Purchasing Organization (GPO) that entitles the GPO to a 10% rebate on stent purchases made by its members each quarter when those purchases exceed 3000 units.

Independent from this contract, the administrator will create new term templates; for example, a term template stating that arbitration will be used to resolve disputes. The administrator will also create new benefit and condition templates. One benefit template, which could be used when creating the contract for this customer, would define a 10% rebate. The benefit template may be defined with associated conditions. In the case of this benefit template for the 10% rebate, the administrator may add a condition that the benefit is only delivered when more than 3000 stent units are purchased within a given quarter.

The account manager creates a new Agreement in Siebel Medical and adds the appropriate data. The account manager adds terms, benefits, and conditions to the agreement using templates or manually as described by the procedures in this chapter.

Once the agreement becomes active, the conditions governing the benefit will be evaluated, the compliance recorded (using the procedures described in this chapter or Siebel workflow), and, if appropriate, the benefit will be delivered.

The following topics describe the individual procedures for completing these tasks.