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Siebel eFinance Guide > Companies > End-User Procedures >
Creating Assessments for a Company
An assessment is a set of attributes used to assess the business potential or credit worthiness of a company. Company assessments can be used to compare companies to each other or against a model, or to learn about companies and sales situations. End users complete the company assessment by selecting the appropriate values for the different attributes.
To perform a company assessment
- Navigate to the Companies screen.
- From the Show drop-down list, select My Companies.
- In the Companies list, select the company for which the assessment is being performed.
- Click the Assessments view tab.
- In the Assessments list, add a record.
- In the Template Name field, click the select button.
- In the dialog box, select the appropriate template and then click OK.
Attribute records are automatically generated in the Assessment Attributes list.
- In the Assessment Attributes list, make a selection in the Value field for each attribute and then click OK.
For more information viewing assessments, see Viewing the Results of a Company Value Assessment.
NOTE: Administrators must create the assessment templates. See Siebel Applications Administration Guide for more information on how to create assessment templates.
Viewing the Results of a Company Value Assessment
A company value assessment evaluates a company based on criteria defined by an end user's organization. The results of a company value assessment appear in the form of a Customer Value icon. This icon appears in the Company Summary and gives users an instant summary of the value of the company to the financial institution. Each star represents a quartile value. For example, one star means 1% to 25% and two stars mean 25% to 50%. This four-star system allows the user to determine the value of a company without having to perform complex research and analysis.
To view the results of a company value assessment
- Navigate to the Companies screen.
- From the Show drop-down list, select My Companies.
- In the Companies list, select a company for which you want to view the results of a company value assessment.
- Click the Summary view tab.
The Company Summary view appears. Each star in the Customer Value icon represents a quartile value.
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Siebel eFinance Guide Published: 20 October 2003 |