PeopleSoft Enterprise Banking Transactions 9 Preface

This preface discusses:

PeopleSoft Enterprise CRM application fundamentals.
PeopleSoft Enterprise CRM industry application fundamentals.
PeopleSoft Enterprise CRM automation and configuration tools.
PeopleSoft Enterprise CRM services foundation.
PeopleSoft Enterprise PeopleTools PeopleBooks.

PeopleSoft Enterprise CRM 9 Application Fundamentals

The PeopleSoft Enterprise Banking Transactions 9 PeopleBook provides implementation and processing information for your PeopleSoft Banking Transactions application. However, additional essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft Enterprise CRM 9 Application Fundamentals PeopleBook. Each PeopleSoft product line has its own version of this documentation.

The PeopleSoft Enterprise CRM 9 Application Fundamentals PeopleBook contains essential information describing the setup and design of the PeopleSoft Enterprise CRM system. This book contains important topics that apply to many or all PeopleSoft applications across the PeopleSoft Enterprise CRM product line.

There are six parts to the PeopleSoft Enterprise CRM 9 Application Fundamentals PeopleBook:

PeopleSoft Enterprise CRM Multi-Product Foundation.

This part discusses the design and setup of the PeopleSoft Enterprise CRM system, including security considerations.
Workforce Management.

This part discusses the administration of the worker component used to perform tasks such as customer support or field service in PeopleSoft Enterprise CRM. This part also includes information on competency management and assigning workers to tasks.
Interactions and 360-Degree Views.

This part discusses interaction management and the administration of the 360-Degree View, a powerful tool that enables users to view and work with any transaction or interaction that is associated with a customer or worker.
Self-Service for Customers.

This part discusses the set up, administration, and use of self-service applications for customers and workers.
Relationship Management.

This part discusses how system users manage their contacts and tasks.
Entitlement Management.

This part discusses setting up agreements and warranties.

PeopleSoft Enterprise CRM 9 Industry Application Fundamentals

The PeopleSoft Enterprise CRM 9 Industry Application Fundamentals PeopleBook discusses configuration options including security and financial account administration common to PeopleSoft vertical solution applications.

The PeopleSoft Enterprise CRM 9 Industry Application Fundamentals PeopleBookcontains essential information describing the setup and design of PeopleSoft CRM industry-specific applications and the use of features that are common to multiple applications within PeopleSoft CRM industry applications, including information about:

Industry-specific tables.
Industry-specific setIDs and roles.
Products for industries.
Arrangements and contracts.
Industry-specific business objects.
Application security for financial services.
Financial accounts.
Churn management.
Fraud management.

PeopleSoft Enterprise CRM Automation and Configuration Tools

The PeopleSoft Enterprise CRM 9 Automation and Configuration Tools PeopleBook discusses automation and configuration tools that are common to multiple PeopleSoft Enterprise CRM applications. This is an essential companion to the application PeopleBook.

There are four parts to the PeopleSoft Enterprise CRM 9 Automation and Configuration Tools PeopleBook:

Correspondence management.

This part discusses the setup and application of manual notifications, automatic notifications and manual correspondence requests among CRM objects.
Automation tools.

This part discusses PeopleSoft Enterprise CRM workflow, Active Analytics Framework (AAF), business projects, and scripts.
Configuration tools.

This part discusses configurable search pages, configurable toolbars, attributes, display templates, and industry-specific field labels and field values.
Knowledge management.

This part discusses the setup of Natural Language Processing (NLP) and Verity search.

PeopleSoft Enterprise CRM 9 Services Foundation

The PeopleSoft Enterprise CRM 9 Services Foundation PeopleBook discusses configuration options that are common to PeopleSoft Enterprise FieldService and the PeopleSoft Enterprise Call Center applications (PeopleSoft Enterprise Support, PeopleSoft Enterprise HelpDesk, and (PeopleSoft Enterprise HelpDesk for Human Resources).

There are three parts to the PeopleSoft Enterprise CRM 9 Services Foundation PeopleBook:

Entitlement management.

This part discusses how solution management enables users to establish a set of predefined solutions that call center agents and field service technicians use to resolve customer problems.
Transaction Billing Processor Integration.

This part discusses how the PeopleSoft Transaction Billing Processor enables PeopleSoft Enterprise FieldService, PeopleSoft Enterprise Support, and PeopleSoft Enterprise Order Capture to integrate with PeopleSoft Billing and PeopleSoft General Ledger through the use of the PeopleSoft Contracts architecture. Also covered is how this integration enables PeopleSoft Enterprise CRM users to bill and book revenue for recurring, one-time, and on demand service.
Environmental Systems.

This part covers the Research Institute (ESRI) integration. The integration with ESRI, a mapping software, enables users to view the location of reported cases and the location of field service activities through the Map Dashboard.

PeopleSoft Enterprise PeopleTools PeopleBooks

Cross-references to PeopleSoft Enterprise PeopleTools documentation refer to the PeopleSoft Enterprise PeopleTools 8.48 PeopleBooks.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.