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A
account, as used in Financial Services 1
activities, creating associated with group pension plan 1
activity plan template
activities, creating for 1
group policies, creating for 1
Actuate reports, table of 1
agencies
agent, adding 1
agent, adding information about an agent 1
company signs new agent business scenario 1
defined 1
employee adds a new agency business scenario 1
note, about sharing data with partner 1
partner locator, setting up 1
partner, creating 1
partners sample tasks (diagram) 1
Party Model, about 1
agent
adding 1
information, adding information about an agent 1
annuities
administrative tables 1
assessment template, administering 1
beneficiary, adding 1
bill-to-address, adding 1
business scenario 1
insurance product, adding 1
life or annuity coverage, defining 1
loan request, submitting 1
payment plan, setting up 1
policies, table of 1
quote, generating 1
sample tasks (diagram) 1
transfer request, submitting 1
underwriting information, adding 1
underwriting report, ordering 1
value history information, viewing 1
withdrawal or surrender request, submitting 1
appraisal details, tracking 1
assessment
company assessment, performing 1
company value assessment, viewing the results 1
assessment template, administering 1
Assignment Manager, about using to resolve coverage team problems 1
attachments, associating group policies with 1
audience for guide 1
Auto Call Report Workflow
activating 1
modifying 1
auto policies
auto insurance policy quote, providing 1
business scenarios 1
coverages, adding 1
discounts, adding 1
drivers, adding to policies 1
payment plan, setting up 1
sample tasks (diagram) 1
underwriting information, adding 1
underwriting report, ordering 1
vehicles, adding to policies 1
vehicles, coverages, and premiums, viewing associated with policy 1
B
beneficiary
adding a beneficiary 1
group policy, adding beneficiary to 1
information, recording 1
billing accounts
about 1
billing account records, adding or modifying 1
business scenario 1
contact or company, associating billing account with 1
policy, associating a billing account with 1
service request, adding to a billing account 1
bill-to-address, adding 1
C
call reports
See also Managing Call Reports
action items, associating with 1
attachments, associating with 1
attachments, storage location 1
business scenario 1
call report records, adding 1
defined and about 1
distribution list, about creating 1
distribution list, creating (procedure) 1
emailing 1
notes, associating with 1
printing 1
privacy flags, setting 1
tasks, samples when managing call reports (diagram) 1
Call Reports module, about 1
call reports, administrator procedures
See also Viewing Call Report Charts
call report records, creating automatically 1
chart for your call reports, viewing 1
categories, adding contact to 1
census
information, adding (companies) 1
information, adding (group policies) 1
policy, associating with 1
claim elements
claim element details, adding 1
defined 1
new claim coverages and elements, defining 1
claimant property information, recording adverse 1
claims
appraisal details, recording 1
business scenario 1
claim elements, using to manage a loss 1
claimant property information, recording adverse 1
Claims Center Locators, about setting up 1
Claims Center Locators, assigning longitude and latitude 1
Claims Center Locators, assigning new claim center 1
Claims Center Locators, entering claim center information 1
first notice of loss, creating 1
insured property information, recording 1
loss, associating a contact with 1
payment, issuing settlement 1
payment, tracking demands for 1
police and fire reports, tracking 1
recovery information, managing 1
Collapse button
edit layout button, about 1
summary view control, about 1
companies
See also Adding a Company
administrators and end uses sample tasks, diagram 1
billing account, associating with 1
business scenario, sales representative collects census data 1
business scenario, sales representative tracks company information 1
company hierarchies, about 1
company, adding 1
contact, associating with a company 1
Siebel eFinance, as used in 1
companies, administrator procedures
See also Adding a Company
aggregated activities for a company, viewing 1
aggregated coverage team for a company, viewing 1
aggregated list of contact for a company, viewing 1
aggregated opportunities for a company, viewing 1
application, associating with a company 1
census information, adding 1
company assessment, performing 1
company information, deleting 1
company relationship hierarchy, about viewing 1
company summary information, viewing 1
company unavailable to all other users, making 1
company value assessment, viewing the results 1
competitor, indicating that a company is 1
competitor, information, about deleting 1
coverage team members, about verifying 1
coverage team members, adding or deleting members 1
coverage team members, searching for a company without 1
coverage team, adding a member to 1
custom-defined relationship, creating 1
data aggregation, about generation company hierarchies for 1
default company hierarchy, generating (procedure) 1
dynamic company hierarchy, creating of selected companied 1
natural parent-subsidiary relationship, establishing between two companies 1
primary team member, changing for a company 1
relationship type, adding a custom-defined 1
service request, associating with a company 1
company hierarchies
aggregated activities for a company, viewing 1
aggregated coverage team for a company, viewing 1
aggregated list of contacts for a company, viewing 1
aggregated opportunities for a company, viewing 1
company relationship hierarchy
about viewing 1
custom-defined relationship, creating 1
natural parent-subsidiary relationship, establishing between two companies 1
company summary, viewing 1
competitor information, managing
competitor information, about deleting 1
competitor, indicating that a company is 1
contacts
adding a contact 1
aggregated list of contacts for a company, viewing 1
billing account, associating with 1
business scenario, sales representative adds a new contact 1
categories, adding to a contact 1
company, associating a contact with 1
contact summary information, viewing 1
customer value assessment, about creating 1
customer value assessment, about viewing the results 1
customer value assessment, creating (procedure) 1
customer value assessment, viewing the results (procedure) 1
defined 1
household, adding to a 1
logical groupings of contacts, creating 1
logical groupings of contacts, evaluating 1
loss, associating with 1
My Personal Contacts view, about adding a company record 1
note records, creating 1
referral received, entering 1
referral to a contact, creating 1
relationship hierarchy, about viewing 1
relationship hierarchy, defining relationship between contacts 1
relationship hierarchy, viewing (procedure) 1
coverage team members
about verifying 1
company, adding or deleting members 1
company, searching for one with any coverage 1
member, adding to 1
primary coverage team member, changing for a company 1
customer value assessment
about creating 1
creating (procedure) 1
results, about viewing 1
results, viewing (procedure) 1
D
data aggregation
company hierarchies, about generating for 1
default company hierarchies, about 1
default company hierarchy, generating (procedure) 1
dynamic company hierarchies, about 1
dynamic company hierarchies, creating of selected companies 1
default company hierarchies
about 1
generating (procedure) 1
discounts auto policies, adding 1
distribution list
See also Creating a Distribution List
about creating 1
creating (procedure) 1
Drivers, adding to auto policies 1
dynamic company hierarchies
about 1
selected companies, creating 1
E
eInsurance, Siebel eInsurance modules, about 1
eligible member, adding 1
emailing a call reports 1
employee class, adding 1
enrolling participants in a group pension plan 1
enrollment waiting period, impact on start of coverage 1
Expand button
edit layout button, about 1
summary view control, about 1
F
facility locator, adding facilities 1
financial accounts
account holdings, comparing against portfolio model 1
account holdings, viewing by sector 1
accounts, viewing past performance 1
aggregated holdings, viewing 1
expected future cash flows, viewing for selected accounts 1
household, selecting associated with 1
financial application
company, associating with 1
opportunity, creating from 1
FINS Group Policy Member Benefits business component, viewing 1
fire reports, tracking 1
G
geocode data, about 1
group pensions
activity, creating associated with group pension plan 1
administering group pension plans, list of tasks 1
billing information, entering 1
business scenario 1
classes for plan participants, defining 1
eligible plan members, adding 1
funds and investments available, viewing 1
group pension plan, defining 1
group pension product, defining 1
group pension product, defining fund vehicles 1
key group pension plan contacts, recording 1
new participants, enrolling 1
notes, creating associated with a group pension plan 1
participant beneficiary information, recording 1
plan rules, specifying 1
service request associated with a group pension plan, creating 1
tasks, samples performed when managing group pensions (diagram) 1
group policies
See also Defining Activity Plan Templates
activities plan template, creating activities for 1
activity plan template, creating 1
attachments, adding associated with a group policy 1
beneficiary, adding 1
business scenario 1
census information, adding 1
census, associating with a policy 1
customizable products, reconfiguring in plan design 1
defined 1
designing plans for, lists available in Plan Design view 1
eligible member, adding 1
employee class, adding 1
enrollment waiting periods, impact on the start of coverage 1
FINS Group Policy Member Benefits business component, viewing 1
group insurance product, adding 1
historical underwriting information, viewing 1
member, enrolling 1
payment plan, setting up 1
plan design, adding 1
policy record, adding 1
policy screens, views common to all (table) 1
proposal, generating 1
rate band, adding 1
underwriting information, adding 1
guide
audience for 1
organization of 1
H
Hide button
edit layout button, about 1
summary view control, about 1
households
account holdings, comparing against portfolio model 1
account holdings, viewing by sector 1
accounts, viewing past performance 1
business scenario 1
contact, adding to a household 1
defined 1
expected future cash flow, viewing for selected accounts 1
financial account, selecting associated with 1
financial account, viewing aggregated holding 1
household, adding a 1
portfolio information, perspectives available (list of) 1
relationship hierarchy, about viewing 1
relationship hierarchy, creating custom-defined 1
summary information, viewing 1
tasks, samples when managing households (diagram) 1
I
insurance policy, associating with billing account 1
insurance products, adding 1
integration
about 1
Siebel eInsurance integration messages, table of 1
L
latitude and longitude
assigning 1
note, values will not generate 1
life insurance
See also Adding Products and Product Lines
administrative tables 1
assessment template, administering 1
beneficiary, adding 1
bill-to-address, adding 1
business scenario 1
insurance product, adding 1
life or annuity coverage, defining 1
loan request, submitting 1
payment plan, setting up 1
policies, table of 1
quote, generating 1
sample tasks (diagram) 1
transfer request, submitting 1
underwriting information, adding 1
underwriting report, ordering 1
value history information, viewing 1
withdrawal or surrender request, submitting 1
loan request, submitting 1
Locate Nearby Partners hyperlink, setting up 1
loss
See also Managing a Loss Using Claim Elements
claim elements, using to manage a loss 1
contact, associating with 1
first notice, creating 1
loss report
See also Managing a Loss Using Claim Elements
adverse claimant property 1
appraisals 1
associating contact 1
creating first notice 1
insured property 1
issuing settlement payment 1
managing claim elements 1
police and fire reports 1
salvage and subrogation 1
LOV, adding a custom-defined relationship type 1
M
member, enrolling in group policy 1
Mobile Web Client, caution, about performing administrative functions on local db 1
Move down edit layout button, about 1
Move up edit layout button 1
N
notes
group pension plan, creating associated with 1
notes, creating for a contact 1
O
opportunities
See also Adding an Opportunity as an Administrator
aggregated opportunities for a company, viewing 1
business scenario, sales representative creates new opportunity 1
defined 1
deleting if unsure whether opportunity is active 1
financial application, creating opportunity from 1
opportunity details, adding specific 1
persistent filter, deleting 1
persistent filter, entering and running 1
persistent filter, saving 1
Opportunities persistent filter
limitations 1
LOV, adding a field with 1
picklist field, adding to 1
opportunities, administrator procedures
See also Adding an Opportunity
Opportunities persistent filter, adding a field with a LOV to 1
Opportunities persistent filter, adding a picklist field to 1
opportunity persistent filters, limitations 1
opportunity, adding from the Data Administration screen 1
opportunity, securing an 1
primary sales team member, changing for an opportunity 1
sales team members, adding or deleting for an opportunity 1
organization of guide 1
P
partners
agent, adding 1
agent, adding information about an agent 1
company signs new agent business scenario 1
creating a partner 1
defined 1
employee adds a new agency business scenario 1
note, about sharing data with partner 1
partner locator, setting up 1
partners sample tasks (diagram) 1
Party Model, about 1
Party Model, about 1
payments
auto policy payment plan, setting up 1
bill-to-address, adding 1
claims, tracking demands for 1
payment plan, setting up 1
payment plans, setting up for group policies 1
property policy, setting up payment plan 1
settlement, issuing 1
persistent filter
Opportunities persistent filter, adding a field with a LOV to 1
Opportunities persistent filter, adding a picklist field to 1
Opportunities persistent filters, limitations 1
opportunities, deleting persistent filter 1
opportunity, entering and running 1
opportunity, saving 1
plan design
adding plan design 1
customizable products, reconfiguring 1
police reports, tracking 1
policy record, adding 1
portfolio information
See also Viewing and Evaluating Household Portfolios
household, perspectives available (list of) 1
printing call reports 1
privacy flags, setting for call reports 1
product attributes
changing information 1
description 1
product class rate bands
description 1
products, associating with 1
product classes
description 1
employee class, associating with 1
products class matrix
description 1
employee class, associating with 1
products, reconfiguring customizable products in plan design 1
property coverage
adding property coverage 1
property coverage limit, adding 1
property information
recording 1
recording adverse claimant 1
property insurance policy, providing a quote 1
property policies
Accident Violation view tab, about 1
All SPP Items view tab, about 1
Boat Details view tab, about 1
Boat Operator view tab, about 1
business scenario 1
Miscellaneous Coverages view tab, about 1
payment plan, setting up 1
property coverage limit, adding 1
property coverage, adding 1
property insurance policy quote, providing a 1
property types, adding 1
property underwriting information, querying for 1
Replacement Cost Summary view tab, about 1
Replacement Cost view tab, about 1
sample tasks (diagram) 1
scheduled personal property, adding 1
underwriting information, adding 1
underwriting report, ordering 1
proposals, generating 1
PUL policies
about 1
business scenario 1
PUL insurance policy quote, generating 1
Rate button, about adding 1
sample tasks (diagram) 1
Q
querying for property underwriting information 1
quotes
auto insurance policy quote, providing 1
life insurance or annuity, generating quote 1
property insurance policy, providing a quote 1
PUL insurance policy quote, generating 1
R
rate band, adding 1
Rate button, about adding 1
rate policies, adding Rate button 1
referral information
contact to, creating 1
received from a contact, entering 1
relationship hierarchy
contact, about viewing 1
contact, defining relationship between contacts 1
contact, viewing (procedure) 1
household relationship hierarchy, about viewing 1
household relationship hierarchy, creating custom-defined 1
reports, table of 1
Retirement/Pension Management module, about 1
Rollup module, about 1
S
S_ACTIVITY_ATT table, location of call report attachments 1
salvage and subrogation, recording details 1
scheduled personal property, adding 1
service requests
billing account, adding to 1
company, associating with 1
group pension plan, creating associated with 1
Service Requests module, about 1
settlement, issuing payment 1
Show edit layout button, about 1
Siebel Account objects, caution renaming to Companies 1
Siebel eInsurance
modules, about 1
Siebel eInsurance integration messages, table of 1
summary information, viewing a household summary 1
summary view
controls, about 1
edit layout buttons, about 1
surrender request, submitting 1
T
transfer request, submitting 1
U
underwriting
auto policies report, ordering 1
auto policy underwriting information, adding 1
group policies, adding underwriting information 1
historical underwriting information for group policies, viewing 1
property underwriting information, querying for 1
report, ordering (life and annuities) 1
report, ordering (property policies) 1
V
value history information, viewing 1
Vehicles, adding to auto policies 1
W
withdrawal request, submitting 1
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Siebel eInsurance Guide Published: 04 June 2003 |