Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel PRM for Finance >

Overview of Differences from Siebel PRM

This document covers only features of Siebel PRM for Finance that are different from the features of Siebel PRM. It is meant to be used as a supplement to the documentation for Siebel PRM, which is in Siebel Partner Relationship Management Administration Guide.

The most important differences are:

• Terminology. There is a difference in terminology in Siebel PRM for Finance:
  • Siebel Partner Relationship Management Administration Guide uses the terms brand owner and partner. In the financial industry, brand owner refers to the financial institution, and partner refers to the partner.
• Cross-references. Siebel Partner Relationship Management Administration Guide often refers the reader to Applications Administration Guide, Siebel Call Center User Guide, and Siebel Sales User Guide for more information. For Siebel PRM, in addition to these books, the reader should see Siebel eFinance Guide.
• Partner Manager. The Siebel eFinance Partner Manager is used to work with Siebel PRM for Finance.
• Added screens. In addition to the screens in Siebel PRM, Siebel PRM for Financial Services has added screens with information specific to the finance industry. The added screens are:
  • Call Reports
  • Households
• Added views. Siebel PRM for Financial Services also has the following added views with information specific to the finance industry:
  • Profile. Both Contacts and Accounts screen have a new Profile view which provides more details about the contact or account selected.
• Scenarios. Many of the business scenarios described in Siebel Partner Relationship Management Administration Guide do not apply to the finance industry.

The differences in terminology and cross-references described above apply to the entire Siebel Partner Relationship Management Administration Guide.

The rest of this chapter details the other differences described above, as they apply to specific chapters of Siebel Partner Relationship Management Administration Guide.