Glossary > Glossary Terms >

A

ABS horizon

The length of time, expressed in days, that is available for appointment booking. Typically, this is from days 8 to 56 days (from a week from now to eight weeks). This is used in the Appointment Booking System (ABS).

Account

A customer/company that has a business relationship with a field service company, or a customer that has products which may require service.

account flag

Financial institutions use account flags to alert personnel that there is an actual or potential problem with the account. Accounts are commonly flagged for issues relating to fraud, compliance, illegal trading activity and other issues that place the financial institution at risk. Flags can be set by a variety of personnel, including those in the back office and the compliance and legal departments. An Account Flag is a code number and type that attaches to a financial account and alerts others to potential problems or issues with the account. In some cases, all account activity may be frozen until the flag is released.

account team

See sales team.

ACD

Automatic Call Distribution.

ACH

Automated Clearing House.

Activity plan

A collection of activities which, when carried out in the correct sequence, meet a specific objective; for example, repairing an asset. An activity plan consists of an activity template plus the start date and time for the activities.

Activity template

A predetermined collection of activities used to populate an activity plan. These activities solve a service objective.

adjustable date

The date on which the interest rate changes for an adjustable-rate mortgage.

adjustable period

The period that elapses between the adjustment dates for an adjustable-rate mortgage.

affordability analysis

A detailed analysis of your ability to afford the purchase of a home. An affordability analysis takes into consideration your income, liabilities, and available funds. This also includes the type of mortgage you plan to use, the area where you want to purchase a home, and the closing costs that you might expect to pay.

agent

In Siebel Call Center, an employee at a call or contact center who works with customers or potential customers by voice, email, fax, or other channels. An agent who works with multiple communication channels, or with both inbound and outbound communications, is known as a universal agent or blended agent.

Agent Committed

The date and time required to meet the response time requirements of an entitlement, displayed in the user's time zone. Also, Commit Time.

agreement value

The total amount of revenue expected over the life of a contract.

aisle

Sublevel of a warehouse used to specify the location of inventory.

Alert Business Service

In the Siebel Mobile Connector, a business service that communicates changes to specified Siebel business components.

alerts

Provide a call center agent with information pertinent to a particular customer or organization.

All visibility

Access to all records, except for those with a missing or invalid primary position in the sales team.

alliance partner

See Channel and Alliance Partner Management (CHAMP).

allocate

The process of reserving a product in inventory for fulfillment of an order.

allocation, Siebel Marketing

A set of Siebel Marketing rules for the distribution of individuals from one or more segments to one or more campaigns. If a snapshot has been generated, gross and net counts are displayed for each segment according to assigned segment deduplication priorities. A forecast allocation is used when the snapshot has not been generated. See also deduplication.

analytic adapter

Siebel Marketing software that allows the importation of customer records for inclusion in campaigns based on external query results and data-mining scores.

ANI

Automatic Number Identification.

applet

In Siebel eBusiness Applications, a visual presentation element that is directly associated with business components. Applets allow users to enter data records and navigate through records presented in forms, lists, or other user interface structures that appear on screen as part of a view. There are many types of applets; the most common are form applets and list applets. See also pick applet.

application administrator

A person responsible for planning, setting up, and maintaining Siebel eBusiness Applications within a company. See also database administrator (DBA) and system administrator.

application definition

In Siebel Tools, the definition (properties) of the application object, or the object definitions of all objects related to an application.

application interface integration

Integration that uses the application services interfaces (ASIs) exposed by Siebel applications to provide access to the data and functionality encapsulated by external systems.

application services interface (ASI)

The application services interface handles inbound and outbound service invocation, such as letting other applications invoke services provided by Siebel applications (inbound) or letting Siebel applications call services provided by other applications (outbound). An ASI specifies input and output parameters to the services invoked and handles error interfaces.

Application Upgrader, Siebel

A utility within Siebel Tools that allows developers to merge a repository (database of object definitions) from an older version of Siebel eBusiness Applications with a newer version, including a repository that a developer may have significantly customized. See also repository.

appointment booking

Scheduling a future appointment to a time period, based on the system-calculated availability of field service engineers. For example, a customer may schedule an installation appointment from 9 a.m. until noon on a specific future date. The Appointment Booking System (ABS) is a component of Siebel Scheduling.

Appointment Booking System (ABS)

Real-time scheduling of future appointments, providing a choice of time periods from which a customer can select and book a specific time period. The ABS is a component of Siebel Scheduling.

arguments

Data passed to or received from a process or step.

asset

An asset is any equipment item or component that has a unique identity. Items with serial numbers are automatically assets. Components that define a customer install base may also be defined as assets. Parts that are assets can be components of an asset hierarchy (assembly, subassembly, and so on). An asset can be defined for any product and may have a unique asset or serial number (a serialized asset).

Asset Manager

A feature in which the user can register products purchased, track warranty information such as expiration dates, and receive other product information.

asset mapping

Provides a mapping from an asset's physical condition and age to a factor that is used to calculate its current value or replacement cost.

asset transaction

Transactions that maintain the installed base. Transactions of the type Install, Uninstall, Upgrade, and Downgrade are asset transactions. These transactions must be created manually, except for field part movements, which create Install and Uninstall transactions automatically.

as-of

A term used to describe any trade processed not on the actual trade date, but "as of" the actual trade date.

attributes

Details of a dimension. Usually they appear as fields (columns) of a dimension table.

auction item

In Siebel eAuction, a product or service that listers make available for bids. An auction item consists of one or more products. Note that it is the auction item on which bids are placed, not separate products within the item.

AuctionAlert

An automated service in Siebel eAuction that notifies users when auction items of interest become available. Users define search criteria and categories of interest and then are notified when lots matching those criteria become available.

authentication

The process of identifying an individual that is usually based on a user name and password. Authentication verifies that the individual is the person he or she claims to be, but it cannot verify the access rights of that individual.

Authentication Manager

The logic within the object manager that manages the authentication process.

authentication service

An external service that verifies a user's login credentials. It may be the same physical device as the directory or it may be a separate device.

automatic call distributor (ACD)

A specialized phone system consisting of hardware (such as a switch) and software that work together to route calls to call queues and call center agents.

average profit

Average profit earned by the financial institution for this product.


 Glossary 
 Published: 22 April 2003