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Siebel Financial Services Applications


The applications listed in Table 34 are specific to Siebel Financial Services applications or are applications that have functionality that is adapted for Siebel Financial Services. The applications are listed as they are named in Siebel Tools.

For some applications, options are listed that, along with functionality modules, determine the screens and views that are licensed to you. A given application can be referred to by one or more product names, as listed in the Products column. Information is categorized for employee, partner, and customer applications.

Table 34. Siebel Financial Services Applications
Tools Application Object Name
Users
Options
Products

Siebel Financial Services

Employees

Siebel Sales

Siebel eService

Siebel Call Center

Siebel Partner Manager

Siebel Finance

Siebel Insurance

Siebel Healthcare

Siebel Financial Services ERM

Employees

Not applicable

Siebel Employee Relationship Management

Siebel Financial Services Marketing

Employees

Siebel Marketing only

Siebel Finance

Siebel Insurance

Siebel Healthcare

Siebel Financial Partner Relationship Management (PRM)

Partners

Not applicable

Siebel PRM for Finance

Siebel Agent Portal

Siebel Healthcare Group Portal

Siebel Healthcare Provider Portal

Siebel eBanking

Customers

Not applicable

Siebel eBanking

Siebel Financial eBrokerage

Customers

Not applicable

Siebel eBrokerage

Siebel Financial eService

Customers

Not applicable

Siebel Insurance/Healthcare eService

Siebel Healthcare Member Portal

Siebel Financial eEnrollment

Customers

Not applicable

Siebel Healthcare Enrollment Portal

Siebel FINS eSales

Customers

Not applicable

Siebel Sales

Siebel Financial eCustomer

Customers

Not applicable

Siebel Customer

Siebel eEvents Management

Customers

Not applicable

Siebel Events Manager for Finance

NOTE:  Siebel Healthcare Group Portal is used as a customer product; that is, users are typically your customers. Technically, Siebel Healthcare Group Portal is a product label for the Siebel Financial partner application. You provide users with their own positions and organizations, unlike users of customer applications.

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