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Financial Services Workflow User Interface Utilities
This business service allows you to design workflow processes that automate user actions such as navigating between records, clicking a hyperlink, creating or deleting records, or populating field values.
This business service operates at the applet level. It complements Siebel Operation steps, which operate at the business component level.
Business Scenario
The scenario outlined in this section is an example of an insurance claim workflow. Your company may follow a different workflow that fits its business requirements.
In this scenario, you are a claims representative in an insurance company call center. You are filing a claim for a policyholder whose automobile was damaged in an accident.
First, you review the customer's policies in the Financial Services Summary view in the Contact screen. You select the auto policy, then click the New Claim button. This starts the Claim workflow.
The Claim workflow clicks the Policy Number hyperlink to navigate to the Claims view in the Auto Policies screen. Then it creates a new claim record and enters the Status and Loss Type information. You enter additional information, and then save the record. The Claim workflow navigates to the Loss Description view in the Claims screen. You enter information, and then save the record.
The Claim workflow navigates to the Insured Property view and enters information about the vehicle based on the information you entered in the Loss Description view. Now you can quickly enter additional information, such as the damage to the vehicle, the location of the vehicle, and so on.
The Claim workflow continues to guide you through other views in the Claims screen as you complete the claim filing process.
Financial Services Workflow UI Utilities Methods
The Financial Services Workflow UI Utilities business service methods are described in Table 97.
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Siebel Business Process Designer Administration Guide for Financial Services Published: 22 May 2003 |