Siebel eHealthcare Guide > Group Policies > Administrator Procedures >

Adding Products and Product Lines

As an administrator, you can add products to the Siebel database. This section describes the procedure for setting up products and product lines in general terms.

You can also specify that a product line is one that your company contracts agencies to sell, or that the state licenses agencies to sell, or both.

To add a group insurance product

  1. Set up the product class structure, including product class attributes.

    2. For more information about adding product classes, see Siebel Applications Administration Guide.

  2. Add the products in the Product Administration screen and associate them with the appropriate class.
  3. In the Category field in the Products form, select Group Insurance.
  4. Include the product in a product line.
  5. Specify a product line type:
    1. From the application-level menu, choose View > Site Map > Application Administration > Product Lines.
    2. In the Product Line list, select one or both of the following fields:
      • Contracting. To specify that the product line is one that your company contracts agencies to sell. This product line will appear to end users as a choice in the Lines of Business dialog box in the Partners, Contracts view tab.
      • Licensing. To specify that the product line is one that agencies can be granted a state license to sell. This product line will appear to end users as a choice in the Lines of Business dialog box in the Partners, Licenses & Appointments view tab.

        • A check box appears in the middle of the field.

    3. Click in a blank check box to select the product line type or click the X in a check box to clear it.

      4. For more information about adding products and product lines, see Product Administration Guide.

  6. Set up the Customization Product by defining configuration rules and specifying the user interface.

    7. For more information, see the section on creating customizable products in Product Administration Guide.


 Siebel eHealthcare Guide 
 Published: 04 June 2003