Siebel Public Sector Guide


What's New in This Release


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Overview of Siebel Public Sector

Key Features of Siebel Public Sector

About Case Management

Reports and Analytics for Siebel Public Sector

Accessibility and Public Sector

Customer Portal for Siebel Public Sector


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Getting Started with Siebel Public Sector

Administrator Setup Tasks for Siebel Public Sector

Adding an Image to the Home Page Warning Level Indicator

Activating Public Sector Workflows

Assignment Manager and Siebel Public Sector


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Setting Up and Using Adobe Forms Integration

About Forms Integration

Business Scenarios for Form Integration

Process of Setting Up Adobe Forms Integration

Preparing for Adobe Form Integration Setup

Creating the Web Service for Adobe Forms Integration

Configuring the Web Service for Adobe Forms Integration

Enabling Forms Integration for Additional Applets Using Siebel Tools

Creating an Integration Object for Adobe Forms Integration

Generating an XML Schema for Forms Integration

Mapping the XML Schema to the PDF Form Using Adobe Designer

Creating the Form Record Referencing the PDF File

Generating a Form Using a Siebel Record (End User)


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Managing Benefits Cases

Scenarios for Benefits Case Management

Process of Managing Benefits Cases

Receiving a Benefits Request

Creating a Case File During the Intake Process

Calculating Benefits Eligibility

Using Siebel SmartScript to Gather Benefits Assessment Information

Using eAdvisor to Manage a Benefits Eligibility Assessment

Assessment of Benefits Using Templates and Activities

Reviewing Benefits Case Details

Referring Cases to Third-Party Providers


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Managing Investigative Cases

Scenarios for Investigative Case Management

Process of Managing Investigative Cases

Creating an Incident Report

Adding Details to an Incident

Escalating an Incident to a Case for Investigation

Developing a Case for an Investigation

Adding Case Details and Scheduling Follow-Up Activities

Creating Suspect Profiles for an Investigation

Adding Suspect Details and Scheduling Follow-Up Activities

Creating Group Profiles for an Investigation

Adding Details to a Group Profile

Creating Accounts and Contacts for Sharing Case Information


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Managing Health Threats and Response

Scenario for Health Threat and Response Management

Process of Managing Public Health Cases

Creating a Disease Record

Developing Disease Details

Managing Disease Response Inventory

Managing Calls on Suspected Health Threats

Searching for Information on Health Topics

Creating and Modifying Health Topic Content

Contributing to and Approving Content for Health Topics


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Managing Tax Cases

Scenarios for Tax Case Management

Process of Managing Tax Cases

Working with Tax Case Files

Creating Multiple Case Records

Adding Case Attachments and Notes

Managing the Case Calendar and Activities

Tax Case Assessment Tasks

Routing and Assignment of a Tax Case

Associating a Contact or a Partner with a Case

Case Correspondence Management

Tracking Case Status

Closing and Reopening a Case


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Managing Immigration Contacts

About the Immigration Contacts Screen

Scenario for Managing Immigration Contacts and Identities

Process of Managing Immigration Contacts

Adding a Contact Identity Record

Adding Immigration Contact Details

Documenting Immigration Contact Credentials

Documenting Identity History

Merging Immigration Contacts

Managing Visitor Stays

Administering Immigration Contacts


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Public Sector Responsibilities and Views

Public Sector Responsibilities

Investigative Case Management Responsibility

Incident Management Responsibility

Threat and Response Management Responsibility

Benefits Case Management Responsibility

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Siebel Public Sector Guide