Siebel eHealthcare 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

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select My Companies.
  3. In the Companies list, select the company for which the assessment is being performed.
  4. Click the Assessments view tab.
  5. In the Assessments list, add a record.
  6. In the Template Name field, click the select button.

    7. The Select Assessment Template dialog box appears.

  7. In the dialog box, select the appropriate template and then click OK.

    8. Attribute records are automatically generated in the Assessment Attributes list.

  8. 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

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select My Companies.
  3. In the Companies list, select a company for which you want to view the results of a company value assessment.
  4. Click the Summary view tab.

    5. The Company Summary view appears. Each star in the Customer Value icon represents a quartile value.


 Siebel eHealthcare Guide 
 Published: 04 June 2003