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Associating Accounts with Briefings Topics

Siebel Briefings Account Topic Manager allows you to associate the accounts and competitors in your Siebel database with topics. Topics are used by Siebel Content Broker to search external content sources.

Siebel Briefings uses the D&B D-U-N-S Company Identifier as its standard for company topics. You use the Account Topic Manager to associate accounts and competitors to D-U-N-S numbers. D-U-N-S numbers are a standard way for external content providers to index company information. If you search using an indexed term, such as the D-U-N-S Number, rather than a more generic search term, such as company name, then your search results are more likely to be accurate and relevant.

NOTE:  D-U-N-S numbers that have been assigned and populated to an account do not always appear. To find out if the D-U-N-S has been assigned, click the drop-down list for the D-U-N-S field. If the D-U-N-S record has already been assigned, it appears in this drop-down list. Click OK and the D-U-N-S record appears in the field.

By associating your accounts and competitors to topics, you also gain access to Siebel Company Vocabulary, which provides access to other common company identifiers, such as its stock ticker symbol. This gives you the ability to configure Content Broker to submit different search terms to different content providers—for example, the D-U-N-S Number to one content provider, the stock ticker symbol to another.

For more information about Content Broker, see About Content Broker.

You can associate multiple accounts from your Siebel database to a single topic. This may be appropriate when external content services consider several accounts in your Siebel database as a single entity. For example, you may have several divisions of Acme Inc. (Acme West, Acme East, and Acme South) listed as unique accounts in your Siebel database, while an external content provider may index news based on the parent company, Acme Inc.

You associate accounts to topics using the Account Topic Manager screen. Access this form by navigating to the Administration - Briefings screen > Account Topic Manager view.

Linking Accounts With Topics

For news and company information to appear on the My Briefing page, you must link accounts and competitors in your Siebel database to a topic. You link accounts and competitors to topics using the Account Topic Manager.

This task is a step in Process of Administering Siebel Briefings.

To create or change a topic association

  1. Navigate to the Administration - Briefings screen > Account Topic Manager view.

    The Accounts list shows accounts and competitors from your Siebel database. Name and Location are read-only. If the company is designated as a Competitor in your Siebel database, there is a check mark in the Competitor column.

  2. In the Accounts list query for the account or competitor you want to associate to the topic.
  3. In the Company Search form, query for the account or competitor name in the Company Name field.

    Matching records from your selected external content provider database appear. For example, you might see multiple listings of a company because each location or subsidiary might have its own D-U-N-S assigned to allow specific searches on that location or subsidiary.

  4. In the search results list, choose the company you want to define as your account or competitor, and click Assign D-U-N-S.

    The corresponding company name and D-U-N-S Number are entered in the Accounts form.

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