Bookshelf Home | Contents | Index | Search | PDF

Siebel eBriefings Administration Guide > Administering Siebel eBriefings >

Associating Accounts with Topics

---

Siebel eBriefings Account Topic Manager allows you to associate the accounts and competitors in your Siebel database with topics. Topics are used by Siebel Content Broker to search external content sources, such as Siebel eContent Services.

Siebel eBriefings uses the D&B D-U-N-S Company Identifier as its standard for company topics. You use the Account Topic Manager to associate accounts and competitors to D-U-N-S numbers. D-U-N-S numbers are a standard way for external content providers to index company information. If you search using an indexed term, such as the D-U-N-S Number, rather than a more generic search term, such as company name, then your search results are more likely to be accurate and relevant.

NOTE:  D-U-N-S numbers that have been assigned and populated to an account do not always appear. To find out if the D-U-N-S has been assigned, click the drop-down list for the D-U-N-S field. If the D-U-N-S record has already been assigned, it appears in this drop-down list. Click OK and the D-U-N-S record appears in the field.

By associating your accounts and competitors to topics, you also gain access to Siebel Company Vocabulary, which provides access to other common company identifiers, such as its stock ticker symbol. This gives you the ability to configure Content Broker to submit different search terms to different content providers—for example, the D-U-N-S Number to one content provider, the stock ticker symbol to another.

For more information about Content Broker, see About Content Broker.

You can associate multiple accounts from your Siebel database to a single topic. This may be appropriate when external content services consider several accounts in your Siebel database as a single entity. For example, you may have several divisions of Acme Inc. (Acme West, Acme East, and Acme South) listed as unique accounts in your Siebel database, while an external content provider may index news based on the parent company, Acme Inc.

You associate accounts to topics using the Account Topic Manager screen. Access this form by navigating to Briefings Administration > Account Topic Manager on the Site Map.

Linking Accounts With Topics

For news and company information to appear on the My Briefing page, you must link accounts and competitors in your Siebel database to a topic. D-U-N-S numbers are the standard topics used by Siebel eContent Services to identify companies. You link accounts and competitors to topics using the Account Topic Manager.

To create or change a topic association

From the application-level menu, choose View > Site Map >Briefings Administration > Account Topic Manager.

The accounts and competitors from your Siebel database are displayed in the Accounts list. Name and Location are read-only. If the company is marked as a Competitor in your Siebel database, there is a check mark in the Competitor column.

In the Accounts list, query for and select the account or competitor you want to associate to the topic.
In the Company Search form, query for the account or competitor name in the Company Name field.

Matching records from the Siebel eContent Services company database or your selected external content provider database are displayed. For example, you might see multiple listings of a company because each location or subsidiary might have its own D-U-N-S assigned to allow specific searches on that location or subsidiary.

In the search results list, choose the specific company you want to define for your account or competitor, and click on the Assign D-U-N-S button.

The corresponding company name and D-U-N-S Number are entered in the Accounts form.

NOTE:  If your company has purchased Siebel eContent Services, you can click the i icon next to the company name to open a Company Briefing. If your company has not purchased Siebel eContent Services, the i icon does not appear.

Bookshelf Home | Contents | Index | Search | PDF