Setting Up Sites and Service Locations

This chapter provides an overview of service locations and discusses how to:

Set up and maintain sites.
Set up and maintain service location information.
Set up services.
Work with the service location finder.

Understanding Service Locations

This section discusses service locations and lists common elements.

Service Locations

A service location for financial services is a place where a business contact can go to obtain authorized financial services. A service location is not restricted to a physical building owned by the financial institution. An automated teller machine (ATM) could be housed in a grocery store; an auto shop can perform insurance estimates.

A record for each service location is created in the RD_SITE table. An extension table, RDFSITE, holds additional information for financial services.

Note. The RD_SITE table stores site records and service locations. It is distinguished by an indicator field in the RDFSITE extension table.

It is important to distinguish the difference between a site and a service location.

A site is used for an external customer to define places where it conducts business.
A service location is a site that the internal company uses to provide services.

Usually service locations are tied to the same internal company. For example, your company has five branches or places to provide financial services and you have 100 business contacts that are companies. In this scenario, you create five service locations for your own company as the customer on service location setup page. In addition, you set up the 100 company business contacts, and create sites for each.

A service is an object that is maintained on the RBF_SERVICE table. For each service location in your system you can associate services that are available at that location. The associated records are stored in RDFSITE_SERVICE, a child table of RD_SITE. You can also define the hours of operation for the location. Records for hours of operation are maintained on RDFSITE_OPERATE, a child table of site.

You can also define the service location’s contacts—the people who participate in business transactions at the location. Records for contacts are maintained in the person table (RD_PERSON). When you associate a person with a service location, the person is assigned a role type of Contact and a record is created in the Business Object Relationship table (BO_REL) to capture the representation relationship between the person and service location (RD_SITE).

See Also

Defining Site Business Objects

Common Elements Used in This Chapter

Primary	Click to view profile, status, and currency information for the service location, together with the primary name, address, telephone, and email information. The system displays this view by default when you access the Service Location page.
Name	Click to view and update the names associated with the service location.
Address	Click to view and update address information associated with the service location.
Phone	Click to view telephone information associated with the service location.
Email	Click to view email information associated with the service location.
Pager	Click to view pager information associated with the service location.

Setting Up and Maintaining Sites

This section discusses how to:

Set up and maintain sites.
Manage account teams.
View account plans.
Define notes.
Define site contacts.
Define site relationships.

Pages Used to Set Up and Maintain Sites

Page Name	Object Name	Navigation	Usage
Customers CRM - Site	RDFSITE_MAIN_2	Customers CRM, Add Site, Site Customers CRM, Search Site, Site	View and update primary information about the site, including name, address, phone, and email information.
Site - Account Team	RD_ACCOUNT_TEAM	Customers CRM, Add Site, Account Team Customers CRM, Search Site, Account Team	Manage the account team that is assigned to the site.
Site - Plans	RD_ACCOUNT_PLAN	Customers CRM, Add Site, Plans Customers CRM, Search Site, Plans	Create a new plan or view existing account plans for the site.
Site - Notes	RD_SITE_NOTE_2	Customers CRM, Add Site, Site, Notes Customers CRM, Search Site, Site, Notes	Add notes and attachments for the specified site.
Site - Contacts page	RD_SITE_CNTCT_2	Customers CRM, Add Site, Contacts Customers CRM, Search Site, Contacts	View and update site contact information.
Site - Relationships	RD_SITE_REL_2	Customers CRM, Add Site, Relationships Customers CRM, Search Site, Relationships	View site relationships.

Setting Up and Maintaining Sites

Access the Site page.

See Maintaining General Site Information.

Managing the Account Team

Access the Site - Account Team page.

See Assigning a Team to an Account.

Viewing Account Plans

Access the Site - Plans page.

See Creating Account Plans.

Defining Notes

Access the Site - Notes page.

The Notes page has no functionality or system data specific to industries. Refer to the following for details on core PeopleSoft CRM functionality and system data.

See Working with Notes and Attachments.

Defining Site Contacts

Access the Site - Contacts page.

The Contacts page has no functionality or system data specific to industries. Refer to the following for details on core PeopleSoft CRM functionality and system data.

See Maintaining Site Contacts.

Defining Site Relationships

Access the Site - Relationships page.

The Relationships page has no functionality or system data specific to industries. Refer to the following for details on core PeopleSoft CRM functionality and system data.

See Defining Site Relationships.

Setting Up and Maintaining Service Location Information

This section provides an overview of hours of operation and discusses how to:

Define service location sites.
Define service location services.
Define service location hours of operation.
Define service location notes.
Define service location contacts.
Define service location relationships.
Define service location attributes.

Understanding Hours of Operation

The basic logic behind setting up hours of operation follows these rules:

If the Weekday and Specific Month fields are empty, it means the Day of the Week setting is applicable to all days of the weeks.
If the Weekday field is filled with a day of the week, and the Specific Month field is empty, the hours of operation apply specifically to that day of the week.
If the Weekday field is empty and the Specific Month field is filled, the hours of operation apply to all days in the specified month.
If both the Weekday and Specific Month fields are filled, the hours of operation apply to all instances of the day of the week in the specified month.

Pages Used to Set Up and Maintain Service Location Information

Page Name	Object Name	Navigation	Usage
Service Location - Site: Primary	RDFSITE_MAIN_2	Financial Services, Add Service Location, Site Click the Primary link. Financial Services, Search Service Location, Site Click the Primary link.	View and maintain name, profile, hours of operation, status and currency information for the service location.
Service Location - Site: Name	RDFSITE_MAIN_2	Financial Services, Add Service Location, Site Click the Name link. Financial Services, Search Service Location, Site Click the Name link.	View and maintain name.
Service Location - Services	RDFSITE_SERVICE_2	Financial Services, Add Service Location, Site, Services Financial Services, Search Service Location, Site, Services	Link the service locations to services that you have defined.
Service Location - Hours of Operation	RDFSITE_OPERATE_2	Financial Services, Service Location, Site, Hours of Operation	Set up the hours of operation and holidays for the service location.
Service Location - Notes	RD_SITE_NOTE_2	Financial Services, Add Service Location, Site, Notes Financial Services, Search Service Location, Site, Notes	Add notes and attachments for the service location.
Service Location - Contact Info	RD_SITE_CNTCT_2	Financial Services, Add Service Location, Site, Contacts Financial Services, Search Service Location, Site, Contacts	Associate contacts with the service location.
Service Location - Relationships	RD_SITE_REL_2	Financial Services, Add Service Location, Relationships Financial Services, Search Service Location, Relationships	Define relationships for the service location.
Service Location - Attributes	RB_ATTR_RUN_SITE	Financial Services, Add Service Location, Attributes Financial Services, Search Service Location, Attributes	Define attributes for the service location.

Defining Service Location Sites

Access the Service Location - Site page.

When you are adding a new service location, enter a location name using up to 50 alphanumeric characters and select an appropriate name type. By default, the information you enter will be the primary name for the service location. After the service location record is established, you can add additional names to the name record and designate another name as Primary using the Name view of this page.

The fields in the Profile Information group box provide basic information about the service location:

Customer	Enter the name of the financial institution that is associated with the location.
Site Type	Select the site type from the drop-down list. Delivered values are: ATM Machine, Corporate Bank, Corporate Insurance, Express Bank, Full Service Bank, Insurance Estimate Office, and Personal Insurance. Site types are configurable based on setID.
ABA Number	Enter the American Banker’s Association number.
Site Status	Select the site status from the drop-down list. Delivered values are: Open, Closed, Pending Open, and Targeted for Closure. Additional status types can be added to suit your organization’s requirements.
Parent Location	Enter the location of the parent organization of the site.
Language Code	Select the language used in the service location.
Number of ATMs	Enter the number of ATMs available at the site.
Cross Street	Enter the name of the closest main intersection.
Site Restrictions	Enter information on restrictions at this site.

The fields in the Inquire Hours of Operation group box display details on the service location’s operating hours on a specific date.

Date

Select a date and click Go to display the hours of operation for that date.

The fields in the Status and Currency Info group box indicate whether the service location definition is active in your system and provide information about currency.

Customer Status	Indicate whether the service location record is Active or Inactive. The default value is Active.
Status Date	The date that the current customer status value was specified.
Customer Since	The date the service location became a customer for your business.
Currency Code	Enter the code that specifies the currency used for a monetary transaction with this service location. Currency codes are maintained using the Currency Code page under the Define General Options menu.
Currency Type	Enter the exchange rate used to calculate monetary transaction amounts in alternate currencies. Exchange rates are established on the Market Rate Type page under the Define General Options menu.
Segment Code	Indicate the service location’s business segment for marketing purposes. Segment codes are established on the Segment Code page under the Structure Customer menu.

See Also

Defining Company Contacts

Defining Service Location Services

Access the Service Location - Services page.

Service Name

Select a service that will be available at the service location. Services are defined on the Services page.

Start Date and End Date

Select the start date for the service and end date, if applicable.

Defining Service Location Hours of Operation

To set up hours of operation:

Set up record for majority hours of operation.

For example, designate the Type of Setting as day of the week, and operation Open from 9:00 AM to 5:00 PM, without selecting specific weekdays or a specific month.
For a specific day of week that has different hours of operation, specify Day of the Week, for example Thursday, and select Open from 9:00AM to 7:00PM.

This will override the setting in step one for all Thursdays.
To define Hours of Operation for all days in a month, select Specific Month and leaveWeekday blank.

To change Hours of Operation for all instances of a day — all Fridays — in a specific month, select the Weekday and the Specific Month.
To define the Hours of Operation for a specific date—December 25—enter the date in the Specific Date field.

Access the Service Location - Hours of Operation page.

Type of Setting

Select Day of the Week or Specific Date to determine how you will define the hours of operation.

When you choose Day of the Week, you do not need to fill in the specific date field. You can optionally fill in the Weekday and Specific Month field.

When you choose Specific Date, the Specific Date field must be filled in, and Weekday and Specific Month fields will be defaulted by date field. If Specific Date is defined, then the system will use it for hours of operation, ignoring any data defined in type of Day of the Week.

Weekday

Use this field in conjunction with the Day of the Week type of setting.

Specific Month

Use this field in conjunction with the Day of the Week type of setting. This field can be used to specify the hours of operation for all Tuesdays in a month.

Specific Date

Select a specific date to define the hours of operation.

Operation

Select Open or Closed.

From Time/To Time

Use the from and to times to define hours of operation.

Defining Service Location Notes

Access the Service Location - Notes page.

Use the Notes page to add, view, and modify notes associated with a service location record.

See Also

Working with Notes and Attachments

Defining Service Location Contacts

Access the Service Location - Contacts page.

Use the Contacts page to view and maintain contact information for service locations.

See Also

Working with Contacts

Defining Company Contacts

Defining Service Location Relationships

Access the Service Location - Relationships page.

Use the relationships page to view and maintain service location relationships.

See Also

Working with the Relationship Viewer

Defining Service Location Attributes

Access the Service Location - Attributes page.

Use the attributes page to view and maintain service location attributes.

See Also

Configuring Attributes

Setting Up Services

You set up standard services that can be applied to any service location.

This section discusses how to:

Define a service.
Link the service with service locations.

Pages Used to Set Up Services

Page Name	Object Name	Navigation	Usage
Service	RBF_SERVICE	Financial Services, Service, Service	Add and maintain services that are offered by your organization.
Service Locations	RBF_SERVICE_SITE	Financial Services, Service, Service, Service Locations	View locations currently offering this service. Service locations appear by default from the Service Locations component.

Defining a Service

Access the Service page.

Service Type

Select the service type. Delivered values are: Banking, Business Banking, Insurance, Loan Service, Mortgage, Personal Banking, and Wealth Management. Additional service types can be added to suit your organization’s requirements.

Service name

Enter the name of the service offered.

Description

Describe the service offered.

Linking the Service with Service Locations

Access the Service Locations page.

The system displays the locations that are currently offering the service. Click the Edit button on the location row to access the Service Location component, where you can view and update the service location record.

Working with the Service Location Finder

The Service Location Finder is available to the customer in My View and to the financial services employee in the 360-Degree View. The Service Location Finder can be accessed without entering personal or account information.

Customers and employees can search by service name or any address element. Note that this search returns records based on exact match not based on distance or vicinity of an address.

The summary section displays a list of service locations that meet the criteria. The summary section is based on the view RBF_SITE_SRH_VW. The View is a join of service location, service, and address information. Only records matching the following criteria can be searched against:

Service locations with a valid status such as Open or Target for Closure.
Service locations with valid address of Physical Location purpose type.
Services associated with the service location that is current—start-date and end-date range is neither back dated nor in the future.

When the financial services employee clicks the Location link, the system displays the Service Locations component.

When the customer clicks the Location link, the system displays a Service Location page with details on the location, services, hours of operation, and contact information.

The system displays a grid with all service locations meeting the criteria. Click the Location link to view details.

Service Name	Select a service that will be available at the service location. Services are defined on the Services page.
Start Date and End Date	Select the start date for the service and end date, if applicable.

Type of Setting	Select Day of the Week or Specific Date to determine how you will define the hours of operation. When you choose Day of the Week, you do not need to fill in the specific date field. You can optionally fill in the Weekday and Specific Month field. When you choose Specific Date, the Specific Date field must be filled in, and Weekday and Specific Month fields will be defaulted by date field. If Specific Date is defined, then the system will use it for hours of operation, ignoring any data defined in type of Day of the Week.
Weekday	Use this field in conjunction with the Day of the Week type of setting.
Specific Month	Use this field in conjunction with the Day of the Week type of setting. This field can be used to specify the hours of operation for all Tuesdays in a month.
Specific Date	Select a specific date to define the hours of operation.
Operation	Select Open or Closed.
From Time/To Time	Use the from and to times to define hours of operation.

Service Type	Select the service type. Delivered values are: Banking, Business Banking, Insurance, Loan Service, Mortgage, Personal Banking, and Wealth Management. Additional service types can be added to suit your organization’s requirements.
Service name	Enter the name of the service offered.
Description	Describe the service offered.