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Siebel eInsurance Guide > Households > End-User Procedures >
Viewing a Household Relationship Hierarchy
End users use the Household Relationship Hierarchy view to identify and capture key relationships for a household. This view features a graphical tree that provides a visual representation of a household's relationships. Users can create custom-defined relationships between a household and any contact or organization. End users can record custom-defined relationships between any two entities in the adjacent Party Relationships list.
NOTE: The Relationship Hierarchy view is also available on the Contacts and Companies screens. For more information, see Viewing a Contact Relationship Hierarchy and Viewing a Company Relationship Hierarchy.
To create a custom-defined relationship
- Navigate to the Households screen.
- From the Show drop-down list, select My Households.
- Click the Relationship Hierarchy view tab.
- In the Party Relationship list, add a record and complete the necessary fields.
Some fields are described in the following table.
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The newly defined relationship appears in the Relationship Hierarchy explorer.
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Siebel eInsurance Guide Published: 04 June 2003 |