Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Group Portal > Sharing Data with Partners >

Sharing Group Policies with the Employer Groups

You should always assign the employer group its own policy and no other policies.

When you assign a group policy to the employer group, the employee administrator at the group will be able to view or update information about the policy and its line items and about the following information associated with the policy in the following views:

  • Activities
  • Census
  • Employee Classes
  • Plan Design
  • Eligible Members
  • Enrollment
  • Member Beneficiary
  • Notes
  • Pay Plan
  • Bill To
  • Service Request
  • Pay Plan - Bill To

NOTE:  By default, users of the Group Portal can update the data in all of these views. Depending on your business model, you may want to configure the product using Siebel Tools to make some of these views read-only for users of the Group Portal. For example, you may want to make plan design information read-only for Group Portal users. For more information about using Siebel Tools, see Using Siebel Tools.

You can assign group policies to employer group administrators manually, or you can set up Siebel Business Process Designer to assign them automatically.

For more information about Siebel Business Process Designer, see Siebel Business Process Framework: Workflow Guide.

For more information about group policies, see Siebel Healthcare Guide or Siebel Insurance Guide.

To assign a group policy to an employer group administrator

  1. Navigate to the Group Policy screen.
  2. In the Policies/Quotes list, select the policy you want to assign to the employer group administrator.
  3. In the More Info form, in the Team field, click the select icon.

    The Team Members dialog box appears.

  4. In the Team Members dialog box, click New.
  5. In the Team Members list, select the group administrator you want to assign the policy to, and click OK.
  6. In the Team Members dialog box, click OK.

    The employee you selected can view the policy in the My Group Policies view of the Group Portal.

Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications Copyright © 2006, Oracle. All rights reserved.