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Using the Household Relationship Hierarchy

End users use the Household Relationship Hierarchy view to identify and capture key relationships for a household. This view features a graphical tree that provides a visual representation of a household's relationships, which includes its natural relationships to the household contacts as well as custom-defined, dynamic relationships.

Users can create custom-defined relationships between a household and any contact or organization. End users can record custom-defined relationships between any two entities in the adjacent Party Relationships list.

NOTE:  The Relationship Hierarchy view is also available on the Contacts and Companies screens. For more information, see Viewing Contact Relationship Hierarchies (End User) and Viewing Company Relationship Hierarchies (End User).

To create a custom-defined relationship

  1. Navigate to the Households screen, then the List view.
  2. In the Households list, drill down on the household for which you wish to define relationships.
  3. Click the Relationship Hierarchy view tab, and in the Party Relationship list, add a record.
  4. Complete the necessary fields.

    Some fields are described in the following table.



    The value in this field categorizes the relationship between the household and the other entity. The field has an LOV for custom-defined Relationship values. Predefined values include Reports To, Spouse, Child, Lawyer, Board Member, Primary Contact (Backup), Admin Assistant, Competitor, Referral, Service Provider, Investor, Wealth Management Rep, Related Subsidiary, Bank Attorney, Trustee Attorney, and Debtor Attorney. This LOV can be modified by the Siebel administrator. For more information, see Configuring Lists of Values.


    The value in this field determines the type of entity with which you wish to establish a relationship. Defaults to Contact. Other values include Household, Organization, and Employee.


    The value in this field is based on the Type field. For example, if Type equals Contact, then clicking the select button in Value field displays the Select Contact dialog box.

    The newly defined relationship appears in the Relationship Hierarchy explorer.

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