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SymbolsAaccounts Financial Services, as used in 1 action items associating with call reports 1 activities viewing aggregated activities for a company 1 activity plan templates group policies, creating activities for the template 1 group policies, creating for 1 administration procedures health program, adding 1 health programs, adding 1 agencies agents, adding 1 business scenario, company signs new agent 1 business scenario, employee adds a new agency 1 defined 1 information, adding information associated with an agent 1 new partners, adding 1 applets Command Center applet, configuring example 1 Command Center applet, defining actions 1 Command Line applet, creating global commands for 1 applicants individual health policies, adding applicant 1 policy coverages, associating with 1 applications associating company applications with a company 1 Applications Administration Guide, about task setup 1 assessments company assessments, about creating 1 company assessments, performing 1 Assignment Manager about using to resolve coverage team problems 1 attachments associating with call reports 1 authorizations activities, creating for template 1 authorization actions, recording 1 business scenario 1 creating a authorization 1 Bbeneficiaries adding to group policies 1 bill payments adding importing 1 billing accounts about 1 billing account records, adding or modifying 1 business scenario 1 contact or company, associating billing account with 1 policy, associating a billing account with 1 service request, adding to a billing account 1 Ccalculator using the mortgage calculator 1 call report email templates viewing or changing 1 call reports action items, notes, and attachments, associating with 1 business scenario 1 call report charts, viewing 1 call report distribution list, creating 1 call report email templates, viewing or changing 1 call report privacy flag, setting 1 call report, adding 1 Data Transfer Utility, about using 1 defined and about 1 emailing and printing 1 New Call Report Workflow, activating 1 categories creating contact information for 1 census data census information, adding 1 detailed census data, importing 1 segmented census data, importing 1 claims facility claims, adding 1 provider claims, adding 1 Collapse button Edit Layout view 1 summary view control, about 1 command center about and interface types 1 configuration and administration, about 1 Command Center Action form Command Center action, selecting responsibilities 1 Command Center business object, defining 1 process of configuring appearance and functions 1 Command Center applet configuring example 1 defining actions 1 Command Center business object, defining 1 Command Line applet, creating for global commands 1 companies about 1 aggregated activities viewing for a company 1 aggregated coverage team, viewing 1 aggregated list of contacts, viewing 1 aggregated opportunities, viewing 1 billing account, associating with 1 business scenario, sales representative tracks company information 1 company applications, associating with a company 1 company assessments, about creating 1 company assessments, performing 1 company coverage team, adding a member 1 company coverage teams, about managing 1 company hierarchies, about 1 company hierarchies, default 1 company information, making unavailable to users, deleting 1 company or investor, adding 1 company summaries, viewing 1 competitor designation, changing 1 competitor, indicating a company is a competitor 1 coverage team members, about verifying 1 coverage team members, adding or deleting 1 coverage team members, search for a company without 1 custom-defined relationship type, about managing 1 custom-defined relationship type, adding 1 custom-defined relationship, creating 1 data aggregation, about generating company hierarchies for 1 default company hierarchy, generating 1 dynamic company hierarchy, creating 1 industry, adding 1 parent-subsidiary relationship, establishing 1 primary coverage team members, changing 1 profiles, updating 1 service requests, adding associated with a company 1 territory, adding 1 values, about setting up 1 company hierarchies aggregated activities, viewing for a company 1 aggregated coverage team, viewing 1 aggregated list of contacts, viewing 1 aggregated opportunities, viewing 1 data aggregation, generating for 1 default company hierarchies 1 default company hierarchy, generating 1 dynamic company hierarchy, creating 1 company relationship hierarchies custom-defined relationship, creating 1 viewing 1 company summaries, viewing 1 competitor company, indicating as a competitor 1 designation, changing competitor designation 1 contacts adding 1 billing account, associating with 1 business scenario, sales representative adds a new contact 1 categories, creating for contact information 1 company, associating a contact with a company 1 contact relationship hierarchies, viewing 1 contact summary, viewing 1 contact's holding, updating or reviewing 1 contact's investment profile, updating or reviewing 1 customer assessments, about creating 1 customer assessments, creating 1 customer value stars. adjusting 1 defined 1 facilities, associating with 1 financial plans, creating 1 household, adding to a 1 households, associating with 1 managing contact information, about 1 mortgage calculator, using 1 mortgage needs analyses, performing for a contact 1 mortgage prequalification, performing 1 mortgage product for which a customer qualifies, recommending 1 mortgage product recommendations, about making 1 mortgages, managing 1 notes, creating about contacts 1 referral, creating to a contact 1 referral, entering a referral received from a contact 1 relationship between contacts, defining 1 Contacts screen providers, viewing 1 contracts facility contracts, adding 1 coverage teams company coverage team, adding a member 1 company coverage teams, about managing 1 customer assessments creating 1 creating, about 1 customer value stars, adjusting 1 customer value stars, adjusting 1 customizable products reconfiguring in plan design 1 Customize Plan button, using 1 Ddata aggregation company hierarchies, default 1 company hierarchies, generating for data aggregation 1 default company hierarchy, generating 1 dynamic company hierarchy, creating 1 Data Transfer Utilities about using 1 distribution list about creating 1 dynamic company hierarchy, creating 1 EEdit Layout view, using and buttons 1 email templates viewing or changing call report email templates 1 employees adding employee classes for group policies 1 enrolling members in group policies 1 enrollment in health programs 1 enrollment waiting periods coverage, impacting on the start of 1 Expand button Edit Layout view 1 summary view control, about 1 Ffacilities about 1 business scenario 1 facility claims, adding 1 facility contracts, adding 1 facility locator, adding facilities to 1 facility payment, adding 1 facility records, adding 1 provider, facility or contract, associating with a facility 1 facility locator adding facilities to 1 financial plans, creating 1 FINS Group Policy Member benefits business component enrollment waiting period, about rules 1 Gglobal commands, creating for the Command Line applet 1 group policies activity plan templates, creating 1 activity plan templates, creating activities for the template 1 beneficiaries, adding 1 business scenario 1 census data, importing 1 census information, adding 1 customizable products, reconfiguring in plan design 1 defined 1 employee classes, adding for group policies 1 enrollment waiting periods, impact start of coverage 1 group insurance products, adding 1 group policy record, adding 1 members, adding eligible members 1 members, enrolling members 1 payment plans, setting up 1 plans, adding for group policies 1 policy screens, views common to all 1 proposal templates, creating 1 proposals, generating for group policies 1 rate bands, adding 1 segmented census data, importing 1 underwriting information, adding 1 underwriting information, viewing 1 Hhealth policies, individual about 1 applicant, adding 1 business scenario 1 generating quotes, about 1 health policy quotes, providing 1 health risk assessment, performing 1 insurance product, adding 1 payment plan for individual health policy, setting up 1 policy coverages, associating with an applicant 1 product line type, specifying 1 quote to an active policy, converting 1 rate band, adding 1 service requests, adding 1 health program, adding 1 health programs, adding 1 health risk assessment, performing 1 Hide button Edit Layout view 1 summary view control, about 1 holdings list of holdings displayed by investor 1 households business scenario 1 contact, adding to a household 1 contacts, associating with households 1 defined 1 household summary, viewing 1 privacy option, setting 1 relationship hierarchy, about viewing 1 Iimporting bill payments, about importing 1 census data 1 facility claims, about importing 1 segmented census data 1 insurance insurance product, adding 1 product line type, specifying 1 rate band, adding 1 insurance policy, associating with billing account 1 insurance, group policies about 1 activity plan templates, creating 1 activity plan templates, creating activities for the template 1 beneficiaries, adding 1 business scenario 1 census data, importing 1 census information, adding 1 customizable products, reconfiguring in plan design 1 employee classes, adding for group policies 1 enrollment waiting periods, impact start of coverage 1 group insurance products, adding 1 group policy record, adding 1 members, adding eligible members 1 members, enrolling 1 payment plans, setting up 1 plans, adding for group policies 1 policy screens, views common to all 1 proposal templates, creating 1 proposals, generating for group policies 1 rate bands, adding 1 segmented census data, importing 1 underwriting information, adding 1 underwriting information, viewing 1 integration integration messages 1 investment profile updating or reviewing a contact's investment profile 1 investors about 1 investor, adding 1 list of holdings, displaying by investor 1 list of transactions, displayed by investor 1 Llatitude and longitude values facility locator, about adding values 1 List of Values, configuring 1 longitude and latitude values facility locator, about adding values 1 Mmembers beneficiaries, adding to group policies 1 eligible members, adding 1 enrolling members 1 Members screen about 1 members, enrolling 1 Mobile Web Client, about performing administrative functions on local db 1 mortgages, managing about 1 mortgage calculator, using 1 mortgage needs analyses, performing for a contact 1 mortgage prequalification, performing 1 mortgage product for which a customer qualifies, recommending 1 mortgage product recommendations, about making 1 Move down button, Edit Layout view 1 Move up button, Edit Layout view 1 NNational Association of Security Dealers (NASD) registration tracking 1 New Call Report Workflow activating 1 Data Transfer Utility, about using to modify 1 notes call reports, associating with 1 creating about contacts 1 Pparent-subsidiary relationship establishing 1 partners agents, adding 1 business scenario, company signs new agent 1 business scenario, employee adds a new agency 1 defined 1 information, adding information associated with an agent 1 new partners, adding 1 sharing data with partner, about enabling 1 payments facility payments, adding 1 individual health policy, setting up payment plan 1 payment plan, setting up for group policies 1 provider payments, adding manually 1 provider payments, viewing 1 plans customizable products, reconfiguring in plan design 1 group policies, adding for 1 payment plans, setting up for group plans 1 policy screens, common views 1 privacy flags setting the call report privacy flag 1 privacy option, setting 1 products customizable products, reconfiguring in plan design 1 profiles updating company profiles 1 profiles investment profile updating or reviewing a contacts's investment profile 1 proposal templates creating for group policies 1 proposals group policies, about generating for 1 group policies. generating for 1 providers about 1 adding a provider 1 business scenario 1 facility, associating with 1 facility, associating with a provider 1 payments, adding manually 1 profile information, adding 1 provider address, adding 1 provider claims, adding 1 provider contract, adding 1 provider payments, viewing 1 provider report, viewing 1 speciality, associating with a provider 1 Qquotes active policy, converting to 1 health policy quotes, providing 1 Rrate bands insurance rate bands, adding 1 plans, adding for group policies 1 rate band, adding* 1 referral information referral, creating to a contact 1 referral, entering a referral received from a contact 1 referrals activities, creating for template 1 business scenario 1 creating a referral 1 referral actions, recording 1 relationship hierarchy contact, about viewing 1 contacts, defining a relationship between contacts 1 household relationship hierarchy, about viewing 1 relationship types, custom defined managing, about 1 managing, adding 1 reports provider report, viewing 1 roll-up views aggregated activities, viewing for a company 1 aggregated coverage team, viewing 1 aggregated opportunities, viewing 1 Sservice requests adding associated with company 1 billing account, adding to 1 individual health policies, adding a service request 1 Show button, Edit Layout view 1 summary information viewing a household summary 1 summary views configuring, about 1 layout, editing 1 Tteam members coverage team members, about verifying 1 coverage team members, adding or deleting 1 coverage team members, searching for a company without 1 primary coverage team members, changing 1 templates activity plan templates, creating activities for group policies 1 activity plan templates, creating for group policies 1 call report email templates, viewing or changing 1 proposal templates, creating for group policies 1 transactions displaying list by investor 1 Uunderwriting information adding 1 viewing 1 Wwealth management industry about access to household's aggregated holdings 1 |
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