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About Account Hierarchies

An account hierarchy is a group of accounts that are organized by parent-child relationships. All of the Siebel Life Sciences applications support displaying these account relationships and the contacts, activities, and opportunities associated with each account on a hierarchical tree.

The hierarchical tree is a visual representation of account hierarchy data that allows end users to view the relationships between accounts. By viewing an account rollup, users can see aggregated account information, including contacts, coverage teams, activities and opportunities.

When end users have access to an account, they can review the hierarchical structure for that account, its child accounts and the contacts that work there. Account hierarchies are stored in five subviews of the Account screen—Relationship Hierarchy view, Activity Roll-up, Contact Roll-up, Opportunity Roll-up, and Coverage Team Roll-up.

Depending on your configuration, an account that does not have a parent-child relationship with another account may not appear in the rollup views.