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Scenario for Using Siebel Advanced Contracts


This topic gives one example of how Siebel Advanced Contracts might be used. You might use Siebel Advanced Contracts differently, depending on your business model.

A contract administrator sets up the templates for entitlements, benefits, conditions, and terms, administers the agreement during its term, and manages its renewal. A customer service representative or account manager negotiates and documents the agreement. Using the entitlement, benefit, condition, and term templates, the customer service representative or account manager creates the draft agreement to represent the negotiated terms and conditions. After negotiation is complete, and all parties approve the agreement, a contract manager makes it active.

A hardware company signs an agreement with a purchasing department of a multinational company. This agreement entitles the department to a 10% rebate for its purchases of a specific product when the volume of product purchases exceeds 3,000 units each quarter.

Independent from this agreement, the contract administrator creates new term templates. He creates a term template stating that the parties use arbitration to resolve disputes. The contract administrator also creates new benefit and condition templates. Users might use a benefit template when creating the agreement for this customer to set up a 10% rebate. The contract administrator can define associated conditions for the benefit template. For the benefit template for the 10% rebate, the contract administrator can add a condition that the benefit applies only when the customer purchases more than 3,000 units of the product in a quarter.

The account manager creates a new agreement in Siebel Field Service and adds the appropriate data. He uses templates to add terms, benefits, and conditions to the agreement, or manually adds this information.

After the agreement is active, the account manage evaluates the conditions governing the benefit, records the compliance to determine whether benefit delivery is appropriate.

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