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Companies

Within Siebel eFinance, the term companies refers to entities that are typically referred to as accounts in other Siebel applications. A company represents the relationship between your organization and companies or organizational entities (or structures) with which you do business. Use the Companies screen and its associated views to view company information and interactions.

CAUTION:  This chapter assumes you have renamed Siebel Account objects to Companies. By default, Siebel eFinance installs using the term Accounts. For more information on renaming Siebel Account objects, see the Upgrade Guide for your operating system.

Using the procedures given in this chapter, you will be able to perform the administrator tasks of adding industries and territories, controlling company information, generating company hierarchies, managing competitor information, verifying coverage team members, and managing custom-defined relationship types.

End users use the Companies views to add new companies, create company assessments, associate service requests with a company, update a company coverage team, define relationships to other companies, contacts, and households, and view company summary information.

You can save time and reduce keystrokes by using a workflow to automate steps that are repeatedly performed by end users. For more information, see Siebel Business Process Designer Administration Guide for Financial Services.


 Siebel eFinance Guide 
 Published: 20 October 2003