Bookshelf v7.7: Siebel Insurance Reports

Table 8 lists the Actuate reports that are specific to the Siebel Insurance. For more information about Actuate reports, including how to customize, enhance, and create Siebel reports, see Siebel Reports Administration Guide.

Table 8. Siebel Insurance Reports
Report Name and Description	Navigation Path	Report Selection
Client Summary Displays all insurance policy information for the current contact including the policy effective date, policy number, premium amount, product, and rate plan.	Contacts > My Contacts	Client Summary
FINS Call Report Detail Displays call report details, participating contacts and employees, action items, and notes of a single call report.	Call Reports > My Call Reports	Detail
FINS Call Report Summary Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities.	Call Reports > My Call Reports	Summary
FINS Contact Profile Displays contact profile information such as name, address, date of birth, interests, experience, and activities.	Contacts > My Contacts	Profile
FINS Life Policy - By City Displays lists of life policies, grouped by city, with information such as premiums, effective dates, and insured amount.	Life and Annuities > My Policies/Quotes	By City
FINS Life Policy - By Sales Rep Displays lists of life policies, grouped by sales representative, with information such as premiums, effective dates, and insured amount.	Life and Annuities > My Policies/Quote	By Sales Rep
FINS Life Quotes - BY Source Displays lists of life policies, grouped by referral source, with information such as premiums, effective dates, and insured amount.	Life and Annuities > My Policies/Quote	By Source
INS Auto Policy Application A sample automobile insurance application.	Auto Policies > My Policies/Quotes	Auto Policy Application
INS Auto Policy Binder A sample automobile policy binder.	Auto Policies > My Policies/Quotes	Auto Policy Binder
INS Auto Policy Change Request A sample automobile insurance policy change request.	Auto Policies > My Policies/Quotes	Auto Policy Change Request
INS Auto Policy Memorandum A sample auto memorandum of insurance.	Auto Policies > My Policies/Quotes	Auto Policy Memorandum
INS Auto Policy Receipt of Payment A sample auto insurance receipt of payment.	Auto Policies > My Policies/Quotes	Receipt of Payment
Opportunities - By Product Line	Opportunities > My Opportunities	By Product Line