A - B - C - D - E - F - G - H - I - L - M - N - O - P - Q - R - S - W

 

A

account contacts, about and support of  1

account hierarchies, about and support of  1

administrator

delegated administration, using with apparel and footwear  1

delegated administrator, about using with Siebel Group Portal  1

employee group administrator, assigning a group policy to  1

agents

compensation plans for agents, about creating and viewing  1

households, assigning to an agent  1

policies and quotes, viewing all of an agents  1

views, about used to work with partner employees  1

agreements, associating with orders or service items  1

 1

appointments, entering and licenses  1

Approved Partner view

employer group company, about using to create  1

partner company, about using to create  1

audience for guide  1

authorizations

authorization request, approving or declining  1

sharing with healthcare providers  1


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B

brokers, about creating and viewing compensation plans  1


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C

call reports

about and uses for Siebel PRM for Finance  1

partner's call reports, viewing all  1

partners, viewing in Siebel PRM for Finance  1

claims

claim elements, about  1

healthcare provider employee, assigning claims to manually  1

partner employee, assigning claims to manually  1

partners, about assigning claims to  1

service provider employee, assigning a claim to manually  1

service providers, about sharing claims with  1

 1

 1

contract, entering a new contract  1

credit alert, defined  1

credit management, support for  1

credit threshold, about  1


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D

delegated administrator

apparel and footwear. using with  1

Siebel Group Portal, about using to add users  1

direct distribution

apparel and footwear, screens displayed  1

Web site, creating and administering for Apparel and Footwear  1

direct distribution in apparel and footwear, about  1


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E

EAI module, about using to integrate third-party credit system  1

 1

employee group administrator, assigning a group policy to  1

employer groups

employee group administrator, assigning a group policy to  1

group policies, about sharing with employer groups  1

new employer group, adding (procedure)  1

provider, sharing information about provider with employer group  1

 1

Error and Omissions insurance, entering information about  1


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F

facilities

facility information, about sharing  1

facility information, about sharing with a group company  1

facility information, sharing with a group employee  1

health facilities, about searching for  1

 1

fraud management, support for  1


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G

Group Administrator Role  1

Group Administrator tasks and views (table)  1

group company, sharing facility information with  1

group employee, sharing facility information with  1

group members, viewing information about members  1

group policies

partner company's auto policies and quotes, viewing (example)  1

partner company's policies and quotes, viewing all  1

quotes, about entering  1

 1

guide

audience for  1

organization of  1

revision history  1


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H

 1

healthcare facilities

information, about viewing healthcare facilities  1

information, viewing about a facility (procedure)  1

searching for, about  1

 1

healthcare providers

members, about sharing  1

provider company, sharing information about a member  1

provider employee, sharing information about a member  1

providers, viewing information about  1

high interactivity, about and Siebel PRM for Consumer Goods  1

households, assigning agents to  1


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I

indirect distribution in apparel and footwear, about  1

 1

insurance, entering information about Errors and Omissions insurance  1


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L

licenses, entering and appointments  1


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M

marketing

Siebel Agent Portal scenario  1

Siebel Group Portal scenario  1

Siebel Healthcare Provider Portal scenario  1

Siebel PRM for Finance scenario  1

Siebel Service Provider Portal scenario  1

 1


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N

National Association of Securities Dealers (NASD), about entering licenses and appointments  1


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O

online

potential partners, about applying and steps (Siebel PRM for Finance)  1

registering, about and process overview (Siebel Agent Portal)  1

orders

agreements, ways to associate orders with  1

ordering process, about and support of  1

organization of guide  1


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P

partner commerce

Siebel Agent Portal scenario  1

Siebel Group Portal scenario  1

Siebel Healthcare Provider Portal scenario  1

Siebel PRM for Finance scenario  1

Siebel Service Provider Portal scenario  1

partner company setup, about  1

partner employees

Agents Screen (Siebel eInsurance Partner Manager), about and views  1

Agents screen, about and views (list of)  1

Siebel PRM for Consumer Goods, about assigning partner information  1

Partner Manager

note, about viewing call reports  1

Partner Manager for Financial Services, differences from Siebel Agent Portal  1

Siebel Healthcare Partner Manager, differences from Siebel Partner Portal  1

Siebel Healthcare Provider Portal, differences from Siebel Partner Portal  1

Siebel Service Provider Portal, added screens  1

Partner Operations screen, views, added (list of)  1

 1

Partner screen

Errors and Omissions insurance, entering information about  1

licenses and appointments, entering and example  1

new contract, entering  1

views, adding (list of)  1

partners

See also Adding New Partners

call reports, viewing all  1

claims, about assigning to  1

claims, assigning to partner employee manually  1

compensation plans, about creating and viewing  1

new partners, about adding  1

new partners, about registering (not online) and process  1

new partners, about registering online and process  1

Siebel PRM for Finance, about adding  1

partners, adding

employer group, adding (procedure)  1

Siebel Group Portal, differences in adding new partners  1

Siebel Healthcare Provider Portal, about registering new partners  1

Siebel Healthcare Provider Portal, adding a new partner (procedure)  1

Siebel Healthcare Provider Portal, differences in process from Siebel PRM  1

Siebel PRM for Apparel and Footwear, about registering new partners  1

Siebel Service Provider Portal, about registering new partners  1

Siebel Service Provider Portal, adding new partner (procedure)  1

Siebel Service Provider Portal, differences in process from Siebel PRM  1

partners, managing

Agents screen, about using to work with partner employees and views (list of)  1

Partner screen, added views  1

Siebel Group Portal, features used to manage partners  1

Siebel Healthcare Provider Portal, about managing  1

Siebel PRM for Finance, about managing partners  1

Siebel Service Provider Portal, about managing partners  1

partners, sharing data with

call reports, about and uses for (Siebel PRM for Finance)  1

call reports, viewing a partners (Siebel PRM for Finance)  1

claim elements, about  1

claim, assigning manually to a healthcare provider employee  1

employee group administrator, assigning a group policy to  1

employee group, sharing information about a provider with  1

employer groups, about sharing group policies with employer groups  1

facilities, about sharing information using the Provider Portal  1

facilities, about sharing information with a group company  1

facility, sharing information with a group employee  1

healthcare facilities, about viewing information  1

healthcare facilities, viewing information (procedure)  1

healthcare provider company, sharing information about a member  1

healthcare provider employee, sharing information about a member  1

healthcare providers, about sharing members with  1

healthcare providers, viewing information about  1

providers, about searching for  1

referral request or authorization request, approving or declining  1

referrals/authorizations, sharing with providers  1

service providers, about sharing claims with  1

service providers, sharing claims with (procedure)  1

Siebel Healthcare Provider Portal, about and types of data  1

personal policies, about entering quotes  1

personalization for apparel and footwear

about and using effectively  1

account profile attributes, using to evaluate segmentation  1

Application Service Interfaces (ASI), about and apparel and footwear  1

personalization rules (table)  1

policies

agent's policies and quotes, viewing all  1

group policies, about entering quotes  1

households, assigning multiple policies to  1

partner company's auto policies and quotes, viewing (example)  1

partner company's policies and quotes, viewing all  1

personal policies, about entering quotes  1

Profile view, viewing information in the Contact and Account screens  1

providers, about searching for  1

purchasing, about and support of the ordering process  1


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Q

quotes

agent's policies and quotes, viewing all  1

agreements, ways to associate quotes with  1

group policies, about entering quotes for  1

partner company's auto policies and quotes, viewing (example)  1

partner company's policies and quotes, viewing all  1

personal policies, about entering quotes for  1


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R

referrals

referral request, approving or declining  1

sharing with healthcare providers  1

registering

new partners, about  1

new partners, about adding online and steps (Siebel PRM for Finance)  1

new partners, about registering (not online) and process  1

new partners, about registering online and process  1

potential partners, about applying (not online) and steps (Siebel PRM for Finance)  1

potential partners, about applying online and steps (Siebel PRM for Finance)  1


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S

sales

Siebel Agent Portal scenario  1

Siebel Group Portal scenario  1

Siebel Healthcare Provider Portal scenario  1

Siebel PRM for Finance scenario  1

Siebel Service Provider Portal scenario  1

searching for health facilities, about  1

service

agreements, about associating with service items  1

Siebel Agent Portal scenario  1

Siebel Group Portal scenario  1

Siebel Healthcare Provider Portal scenario  1

Siebel PRM for Finance scenario  1

Siebel Service Provider Portal scenario  1

 1

service providers

claims, about sharing with  1

claims, sharing with (procedure)  1

Siebel Agent Portal

about and set up process, overview  1

Partner Manager for Financial Services, differences in  1

Partner Operations screen, added views (list of)  1

Partner screen, added views (list of)  1

scenarios  1

Siebel eInsurance Partner Manager home page, about and screens  1

Siebel Partner Portal, home page screen differences  1

Siebel PRM, differences from  1

Siebel Application Integration (EAI), about integrating third-party credit system  1

Siebel Cross-Industry PRM

about and setting up  1

Siebel PRM, feature differences  1

Siebel eHealthcare Partner Manager, about using and responsibilities  1

Siebel eInsurance Partner Manager

Agents screen, added views (list of)  1

home page, about and screens  1

Partner Operations screen, added views (list of)  1

Partner screen, added views (list of)  1

Siebel Service Provider Portal, about using and configuring  1

Siebel Group Portal

about and setting up process  1

delegated administrator, about adding  1

employee group, sharing information about a provider with  1

employer group administrator, assigning a group policy to  1

employer groups, about sharing group policies with employer groups  1

facilities, about sharing information  1

facilities, about sharing information with a group company  1

facility, sharing information with a group employee  1

Group Administrator, tasks and views (table)  1

group members, viewing information about  1

health facilities, about searching for  1

new employer group, adding (procedure)  1

partners, about features used to manage partners  1

providers, about searching for  1

scenarios  1

Siebel eHealthcare Partner Manager, about and responsibilities  1

Siebel Partner Portal, added screens  1

Siebel PRM, differences from features in  1

Siebel PRM, differences in adding new partners  1

Siebel PRM, sections that do not apply for Group Portal  1

Siebel Healthcare Provider Portal

about and setting up overview  1

claim, assigning to a employee manually  1

healthcare facilities, about viewing information  1

healthcare facilities, viewing information (procedure)  1

healthcare provider company, sharing information about a member with  1

healthcare provider employee, sharing information about a member with  1

healthcare providers, about sharing members with  1

healthcare providers, viewing information about  1

new partners, about adding  1

new partners, adding (procedure)  1

new partners, differences from process in Siebel PRM  1

partners, about managing  1

partners, about sharing data with  1

referral request or authorization request, approving or declining  1

referrals/authorizations, sharing with providers  1

scenarios  1

Siebel eHealthcare Partner Manager, differences in  1

Siebel Partner Portal and Partner Manager, differences in  1

Siebel PRM, differences from  1

Siebel Order Management, about associating information with the order  1

 1

Siebel Partner Portal

Siebel Agent Portal, home page differences  1

Siebel eFinance Partner Manager, about  1

Siebel Group Portal, added screens  1

Siebel Healthcare Partner Manager, differences from Partner Manager  1

Siebel Healthcare Provider Portal, differences from Partner Manager  1

Siebel PRM for Finance screens, about  1

Siebel Service Provider Portal, added screens  1

Siebel Partner Portal, views to view contact and profile information  1

 1

Siebel PRM for Apparel and Footwear

account profile attributes  1

Application Service Interfaces (ASI), about and apparel and footwear  1

direct and indirect distribution, about in apparel and footwear  1

direct distribution, screens displayed  1

indirect distribution, about and delegated administration  1

new partners, process of adding  1

personalization rules (table)  1

personalization, about and using effectively  1

registering new partners, about  1

setting up process, overview  1

Siebel PRM, differences in features  1

Web site, creating and administering  1

Siebel PRM for Communications, Media, and Energy

account structures, support of  1

agreements, about associating with service items  1

agreements, using with partners (list of)  1

agreements, ways to associate with quotes or orders  1

complex ordering process, support of  1

credit management, support for  1

fraud management, support for  1

setting up process, overview  1

Siebel PRM, feature differences  1

Siebel PRM for Consumer Goods

about  1

high interactivity and standard interactivity, about  1

partner company setup. about  1

partner employees, about working with  1

screens, accessing full range of  1

Siebel PRM for Finance

about and set up process, overview  1

call reports, about and uses for  1

call reports, viewing for a partner  1

new partners, about adding  1

Partner Portal Profile views mapped to Partner Manager views (table)  1

partners, about adding (not online) and steps  1

partners, about managing  1

potential partners, applying (not online), about and steps  1

potential partners, applying online, about and steps  1

scenarios  1

Siebel eFinance Partner Manager, about  1

Siebel Partner Portal screens, about  1

Siebel PRM, differences from  1

Siebel Service Provider Portal

about and setting up process  1

adding new partners, about and registering  1

claim elements, about  1

partner, adding (procedure)  1

partners, about managing  1

partners, difference in adding process from Siebel PRM  1

scenarios  1

service providers, about sharing claims with  1

service providers, sharing claims with (procedure)  1

Siebel eInsurance Partner Manager, about using and configuring  1

Siebel Partner Portal, added screens  1

Siebel PRM, differences from  1

Siebel PRM, sections that do not apply  1

standard interactivity, about and Siebel PRM for Consumer Goods  1


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W

Web site, creating and administering for Apparel and Footwear  1

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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications