Siebel Remote and Replication Manager Administration Guide > Routing Models for Financial Services > Using Routing Models in Siebel Financial Services >

Descriptions of Financial Services Routing Models

The descriptions on the following pages include the routing models available out-of-the-box in Siebel Financial Services. For more information about other Siebel eBusiness Applications routing models and application of these, see Using Routing Models.

Insurance Sales Agent

The Insurance Sales Agent model should be used for insurance field sales agents in your organization. This routing model should also be used for other remote users such as health insurance sales agents and site-visit coordinators. Users assigned the Insurance Sales Agent routing model receive a database extract and follow-on transactions dealing with information relevant to their positions.

The business components associated with this model include the following:

Insurance Sales Manager

This routing model should be used for insurance sales managers in your organization. Users assigned the Insurance Sales Manager routing model will receive database extracts and follow-on transactions dealing with information relevant to a manager of insurance sales agents. All records routed to any of a manager's direct reports will also be routed to the manager.

The business components associated with this model include those listed above for the Insurance Sales Agent in addition to the manager's Team's data associated with those business components.

Claims Adjuster

The Claims Adjuster model should be used for insurance field claims adjusters in your organization. The business components associated with this model include the following:

Claims Manager

This routing model should be used for insurance claims managers in your organization. Users assigned the Claims Manager routing model will receive database extracts and follow-on transactions dealing with information relevant to a manager of claims adjusters. All records routed to any of a Claims Manager's direct reports will also be routed to the Claims Manager.

The business components associated with this model include those listed above for the Claims Adjuster in addition to the manager's Team's data associated with those business components.

Credit Originator

This routing model should be used for individuals in your organization responsible for originating mortgages or other consumer loans and for managers of these individuals. Users assigned the Credit Originator routing model will receive database extracts and follow-on transactions dealing with information relevant to loan origination. Managers will see all records for themselves and for all of their direct reports. A manager who does not have any direct reports will not receive any team-based data.

The business components associated with this model include the following:

Institutional Finance Sales Manager

Users assigned the Institutional Finance Sales Manager routing model will receive database extracts and follow-on transactions dealing with information relevant to a manager of institutional finance sales. Managers see all records for themselves and all of their direct reports. A manager who does not have any direct reports will not receive any team-based data. This routing structure allows this model to be used for managers and nonmanagers alike, making for a simpler setup and administration process.

The business components associated with this model include the following:

NOTE:  Literature routing is handled somewhat differently. Links to the literature are synched to the client but the actual literature attachments are only synched upon request.

Institutional Finance Analyst

Users assigned the Institutional Finance Analyst routing model receive database extracts and follow-on transactions dealing with information relevant to a institutional finance analyst. Managers see all records for themselves and for all of their direct reports. A manager who does not have any direct reports will not receive any team-based data. This routing structure allows this model to be used for managers and non-managers alike, making for a simpler setup and administration process.

The business components associated with this model include the following:


 Siebel Remote and Replication Manager Administration Guide 
 Published: 19 November 2003