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Siebel eInsurance Guide > Households > End-User Procedures >
Adding a Household
End users can collect and manage information about a customer's household.
To add a household
- Navigate to the Households screen.
- From the Show drop-down list, select My Households.
- In the Households form, click the show more button, add a record, and complete the necessary fields.
The application automatically assigns the household an ID number in the Household # field.
United States law requires that financial institutions disclose their privacy policies regarding the sharing of non-public personal information with third parties and fair credit reporting that impacts the sharing of non-public personal information with affiliates. End users can specify a privacy level by making a selection from the Privacy Option field.
- To specify a privacy level, scroll down to the Privacy Option field and select one of the following:
- Opt-In. Sharing of non-public personal information is allowed without restrictions.
- Opt-Out - Affiliates. Sharing of non-public personal information with affiliates is not allowed.
- Opt-Out - Third Party. Sharing of non-public personal information with third parties is not allowed.
- Opt-Out - All Parties. Sharing of non-public personal information with any affiliate or third party is not allowed.
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Siebel eInsurance Guide Published: 04 June 2003 |