Bookshelf v7.5: Addendum for Siebel Financial Services

This section provides the differences in the implementation of user authentication, user administration, and basic access control in Siebel Financial Services applications and the implementation that is documented in other sections of this book.

The applications listed in Table 26 are specific to Siebel Financial Services applications or are applications that have functionality that is adapted for Siebel Financial Services. The applications are listed as they are named in Siebel Tools. For some applications, options are listed that, along with functionality modules, determine the screens and views that are licensed to you. A given application may be referred to by one or more product names, as listed in the Products column.

Throughout this guide, information is categorized for employee, partner, and customer applications.

Table 26. Siebel Financial Services Applications
Tools Application Object Name	Users	Options	Products
Siebel Financial Services	Employees	Siebel Sales Siebel Service Siebel Call Center Siebel Partner Manager	Siebel eFinance Siebel eInsurance Siebel eHealthcare Siebel Teller Siebel Teller Officer
Siebel Financial Services ERM	Employees		Siebel Employee Relationship Management
Siebel Financial Services Marketing	Employees	Siebel Marketing only	Siebel eFinance Siebel eInsurance Siebel eHealthcare
Siebel FINS Service Wireless	Employees	Siebel Service only	Siebel Wireless eFinance Siebel Wireless eInsurance
Siebel FINS Sales Wireless	Employees	Siebel Sales Siebel Call Center Siebel Partner Manager	Siebel Wireless eFinance Siebel Wireless eInsurance
Siebel Financial Partner Relationship Management (PRM)	Partners		Siebel PRM for Finance Siebel Agent Portal Siebel eHealthcare Group Portal Siebel eHealthcare Provider Portal
Siebel eBanking	Customers		Siebel eBanking
Siebel Financial eBrokerage	Customers		Siebel eBrokerage
Siebel Financial eService	Customers		Siebel Insurance/Healthcare eService
Siebel Financial eEnrollment	Customers		Siebel eHealthcare Member Enrollment Portal
Siebel FINS eSales	Customers		Siebel eSales
Siebel Financial eCustomer	Customers		Siebel eCustomer
Siebel eEvents Management	Customers		Siebel eEvents for Finance
Siebel Banking Wireless	Customers		Siebel Wireless Banking and Brokerage

NOTE: Siebel eHealthcare Group Portal is used as a customer product; that is, users are typically your customers. Technically, Siebel eHealthcare Group Portal is a product label for the Siebel Financial partner application. You provide users with their own positions and organizations, unlike users of customer applications.