Bookshelf Home | Contents | Index | PDF |
SymbolsAaccounts Financial Services, as used in 1 action items associating with call reports 1 activities group pension plan, creating activity associated with 1 viewing aggregated activities for a company 1 activity plan templates group policies, creating activities for the template 1 group policies, creating for 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 annuities administrative tables 1 assessment template, administering 1 beneficiary, adding 1 business scenario 1 insurance product, adding 1 life or annuity coverage, defining 1 loan request, submitting 1 payment plan, setting up 1 policies, table of 1 quote, generating 1 transfer request, submitting 1 underwriting report, ordering 1 value history information, viewing 1 withdrawal or surrender request, submitting 1 applets Command Center applet, configuring example 1 Command Center applet, defining actions 1 Command Line applet, creating global commands for 1 applications associating company applications with a company 1 Applications Administration Guide, about task setup 1 approval stage, approving or declining 1 assessment template, administering 1 assessments company assessments, about creating 1 company assessments, performing 1 Assignment Manager about using to resolve coverage team problems 1 Assignment Statements, fine tuning about 1 Cache flag, about 1 Light Parser flag, about 1 attachments associating with call reports 1 auto policies auto insurance policy quote, providing 1 business scenarios 1 coverages, adding 1 discounts, adding 1 drivers, adding to policies 1 payment plan, setting up 1 underwriting information, adding 1 underwriting report, ordering 1 vehicles, adding to policies 1 vehicles, coverages, and premiums, viewing associated with policy 1 automating approval processing about 1 approval items and stages, defining 1 FINS Approval UI Service, invoking from a workflow 1 Bbeneficiaries adding to group policies 1 beneficiary adding a beneficiary 1 beneficiary information recording for participant 1 billing entering billing information group pensions 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 BRP See Creating and Managing Business Rule Processes Business Rule Process creating and managing 1 defining 1 defining properties 1 exporting 1 FINS CAP Buscomp Data Loader Business Service 1 FINS CAP Buscomp Handler Business Service 1 helper business services, about using 1 importing 1 property types 1 revising existing 1 Business Rule Processor about 1 activating 1 debug messages, logging 1 invoking, about 1 business services about 1 approval items and stages, defining 1 approval stage, approving or declining 1 Assignment Statements, fine tuning 1 automating approval processing 1 Cache flag, about 1 calculation details, specifying 1 calculation rule set. specifying 1 customer authentication 1 Customer Authentication Manager 1 , 2 Customer Expectations Manager 1 , 2 , 3 Data Validation Manager, about 1 definition of 1 disclosure documents, activating workflows used to display 1 disclosure history, viewing associated with contacts 1 disclosure processing, automating display 1 Disclosure UI Service, about invoking from workflow 1 disclosure workflow processes (table) 1 disclosures, associating with a product 1 dynamic applet, creating with Dynamic UI business service example 1 dynamic applet, displaying in a workflow 1 Dynamic UI business service, about 1 Dynamic UI Service methods 1 embedded script for mortgage calculation example 1 existing disclosure, revising 1 FINS Application View Navigation Service 1 , 2 , 3 , 4 FINS Application View Navigation Service, methods 1 FINS Approval UI Service, invoking from a workflow 1 FINS CAP Buscomp Data Loader Business Service 1 FINS CAP Buscomp Handler Business Service 1 FINS SmartScript Output Service methods 1 FINS Web Shopping Service methods 1 Free Format Converter 1 Light Parser flag, about 1 Record Group templates, creating 1 record templates, creating 1 requirement templates, creating 1 Requirements Manager 1 SmartScript, about invoking from a workflow 1 Template Definition view, adding views and applets 1 variables, specifying 1 VBC cache and Instance Manager 1 view template, about creating for dynamic applets 1 CCache flag, about 1 Calculation Expectations Manager 1 about 1 invoking 1 Calculation Manager about and examples 1 calculation details, specifying 1 calculation rule set, specifying 1 embedded script for mortgage calculation example 1 variables, specifying 1 Calculation Manager, invoking 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 claim elements defined 1 claimant property information, recording adverse 1 claims 1 activity plan, creating 1 adjuster's financial limits, administering 1 appraisals, adding 1 assigning claim to adjuster 1 bulk payments 1 business rules processor 1 business scenario 1 claim elements 1 claimant property information, recording adverse 1 Claims Center Locators, about setting up 1 Claims Center Locators, assigning longitude and latitude 1 Claims Center Locators, assigning new claim center 1 Claims Center Locators, entering claim center information 1 coverages, about 1 employee hierarchy, administering 1 events 1 events, creating 1 first notice of loss, creating 1 fraud information, managing 1 Insurance Services Office, integrating with 1 insured property information, recording 1 invoice records, creating 1 ISO database, checking a claim against 1 loss codes, administering 1 loss, associating an involved party with 1 Office of Foreign Assets Control, integrating with 1 payment record, generating 1 payment, issuing settlement 1 payment, tracking demands for 1 police and fire reports, tracking 1 policy validity, checking 1 recovery information, managing 1 reserve codes, administering 1 reserves, about 1 reserves, adjusting 1 reserves, creating 1 reserves, deleting 1 reserves, managing 1 reserves, opening 1 settlement payments, issuing 1 specialist unit, assigning claims to 1 workflow processes 1 workflows 1 ClearCache method, about 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 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 customer assessments, about creating 1 customer assessments, creating 1 customer value stars. adjusting 1 defined 1 disclosure history, viewing associated with contacts 1 financial plans, creating 1 group pension plan contacts, recording 1 household, adding to a 1 households, associating with 1 managing contact information, about 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 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 Authentication Manager 1 , 2 about 1 customer authentication templates, creating 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 Data Validation Manager, about 1 disclosure documents automating display, about 1 contacts, viewing disclosure history 1 Disclosure UI Service, invoking from workflow 1 disclosure workflow processes (table) 1 disclosures, associating with a product 1 existing disclosure, revising 1 workflows, activating used to display disclosure documents 1 Disclosure UI Service, invoking from a workflow 1 discounts auto policies, adding 1 distribution list about creating 1 documentation, attaching 1 Drivers, adding to auto policies 1 dynamic applets See Dynamic UI Business Service dynamic company hierarchy, creating 1 Dynamic UI business service about 1 dynamic applet, creating with Dynamic UI business service example 1 dynamic applet, displaying in a workflow 1 Dynamic UI Service methods 1 Template Definition view, adding views and applets 1 view template, about creating for dynamic applets 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 waiting periods coverage, impacting on the start of 1 errors Business Rules Process, throwing errors within 1 recovering from errors within a Business Rules Process 1 Expand button Edit Layout view 1 summary view control, about 1 Ffacility locator, adding facilities 1 financial plans, creating 1 FINS Application View Navigation Service about 1 administering 1 business service behaviors 1 , 2 business service methods 1 example 1 upgrade note 1 FINS Approval UI Service business service step, configuring 1 start step, configuring 1 workflow, about invoking 1 FINS CAP Buscomp Data Loader Business Service about 1 ClearCache method, about 1 LoadData method example using field [n] 1 LoadData method example using Key and Value fields 1 LoadData method, about 1 FINS CAP Buscomp Handler Business Service about 1 GetFieldValue method, about 1 InsertRecord method, about 1 NextRecord method, about 1 query method, about 1 SetFieldValue method, about 1 FINS EAI Free Format Converter about 1 methods 1 user properties 1 FINS Group Policy Member benefits business component enrollment waiting period, about rules 1 FINS SmartScript Output Service methods 1 FINS Web Shopping Service methods 1 fire reports, tracking 1 Free Format Converter about 1 methods 1 user properties 1 funds group pension plan, viewing available within plan 1 Ggeocode data, about 1 GetFieldValue method, about 1 global commands, creating for the Command Line applet 1 group pensions activity, creating associating with a plan 1 administering group pension plans, list of tasks 1 billing information, entering 1 business scenario 1 eligible plan members, adding 1 funding vehicles, defining for a group pension product 1 funds and investments available within plan, viewing 1 group pension plan contacts, recording 1 group pension plan, defining 1 group pension plans, process of defining 1 group pension product, defining 1 managing, about 1 new participants, enrolling in plan 1 note, creating associated with a plan 1 participant beneficiary information, recording 1 participant classes, defining for plan participants 1 plan rules, specifying 1 service request, creating associated with plan 1 tasks, samples performed when managing group pensions (diagram) 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 HHide button Edit Layout view 1 summary view control, about 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 census data 1 segmented census data 1 InsertRecord method, about 1 Instance Manager and VBC Cache about 1 caching VBC configuration 1 components 1 features and limitations 1 purging the VBC cache 1 stages of caching process 1 insurance policy, associating with billing account 1 Insurance Services Office 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 investments viewing available within group pension plan 1 investors about 1 investor, adding 1 involved parties loss, associating with 1 ISO ClaimSearch database 1 Llatitude and longitude assigning 1 life insurance administrative tables 1 assessment template, administering 1 beneficiary, adding 1 business scenario 1 insurance product, adding 1 life or annuity coverage, defining 1 loan request, submitting 1 payment plan, setting up 1 policies, table of 1 quote, generating 1 transfer request, submitting 1 underwriting report, ordering 1 value history information, viewing 1 withdrawal or surrender request, submitting 1 Light Parser flag, about 1 List of Values, configuring 1 LoadData method about and parameters 1 ClearCache method, about 1 example using field [n] 1 example using Key and Values fields 1 loan request, submitting 1 loss first notice, creating 1 involved party, associating with 1 loss report adverse claimant property 1 associating involved party 1 creating first notice 1 insured property 1 issuing settlement payment 1 police and fire reports 1 salvage and subrogation 1 Mmembers beneficiaries, adding to group policies 1 eligible members, adding 1 enrolling members 1 Mobile Web Client, about performing administrative functions on local db 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 NextRecord method, about 1 notes call reports, associating with 1 creating about contacts 1 group pension plan, creating associated with plan 1 OOffice of Foreign Assets Control 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 auto policy payment plan, setting up 1 claims, tracking demands for 1 payment plan, setting up 1 payment plan, setting up for group policies 1 property policy, setting up payment plan 1 settlement, issuing 1 pensions See Scenario for Creating a Company 401(k) Plan plans customizable products, reconfiguring in plan design 1 group policies, adding for 1 payment plans, setting up for group plans 1 police reports, tracking 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 property coverage adding property coverage 1 property coverage limit, adding 1 property information recording 1 recording adverse claimant 1 property insurance policy, providing a quote 1 property policies Accident Violation view tab, about 1 All SPP Items view tab, about 1 Boat Details view tab, about 1 Boat Operator view tab, about 1 business scenario 1 payment plan, setting up 1 property coverage limit, adding 1 property coverage, adding 1 property insurance policy quote, providing a 1 property types, adding 1 property underwriting information, querying for 1 Replacement Cost Summary view tab, about 1 Replacement Cost view tab, about 1 scheduled personal property, adding 1 underwriting information, adding 1 underwriting report, ordering 1 proposal templates creating for group policies 1 proposals group policies, about generating for 1 group policies. generating for 1 PUL policies about 1 business scenario 1 PUL insurance policy quote, generating 1 Rate button, about adding 1 Qquerying for property underwriting information 1 quotes auto insurance policy quote, providing 1 life insurance or annuity, generating quote 1 property insurance policy, providing a quote 1 PUL insurance policy quote, generating 1 Rrate bands plans, adding for group policies 1 rate band, adding* 1 Rate button, about adding 1 rate policies, adding Rate button 1 Record Group templates creating 1 Requirements Manager, example of using for Record Group templates 1 record templates, creating 1 referral information referral, creating to a contact 1 referral, entering a referral received from a contact 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 requirement templates, creating 1 Requirements Manager about and scenarios 1 example of using for Record Group templates 1 invoking Requirements Manager 1 Record Group templates, creating 1 record templates, creating 1 requirement templates, creating 1 roll-up views aggregated activities, viewing for a company 1 aggregated coverage team, viewing 1 aggregated opportunities, viewing 1 Ssalvage and subrogation, recording details 1 scheduled personal property, adding 1 service requests adding associated with company 1 billing account, adding to 1 group pension plan, creating associating with 1 SetFieldValue method, about 1 settlement, issuing payment 1 Show button, Edit Layout view 1 Siebel Calculation Expectations Manager, about 1 Siebel Calculation Manager See Using the Calculation Manager SmartScript FINS SmartScript Output Service methods 1 FINS Web Shopping Service methods 1 integrating with workflow example 1 workflow, about invoking from 1 summary information viewing a household summary 1 summary views configuring, about 1 layout, editing 1 surrender request, submitting 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 Template Definition view, adding views and applets 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 customer authentication templates, creating 1 Dynamic UI Service methods 1 proposal templates, creating for group policies 1 Record Group templates, creating 1 record templates, creating 1 requirement templates, creating 1 Template Definition view, adding views and applets 1 view template, about creating for dynamic applets 1 transfer request, submitting 1 Uunderwriting auto policies report, ordering 1 auto policy underwriting information, adding 1 information, adding 1 property underwriting information, querying for 1 report, ordering (life and annuities) 1 report, ordering (property policies) 1 underwriting information adding 1 viewing 1 Vvalue history information, viewing 1 VBC Cache and Instance Manager about 1 caching VBC configuration 1 components 1 features and limitations 1 purging the VBC cache 1 stages of caching process 1 Vehicles, adding to auto policies 1 view template dynamic applets, about creating for 1 Dynamic UI Service methods 1 Template Definition view, adding views and applets 1 Wwealth management industry about access to household's aggregated holdings 1 withdrawal request, submitting 1 workflows disclosure documents, activating (table) 1 Disclosure UI Service, invoking from a workflow 1 disclosure workflow processes (table) 1 dynamic applets, displaying in a workflow 1 FINS Approval UI Service, invoking from a workflow 1 SmartScript, about invoking from a workflow 1 SmartScript, integrating with workflow example 1 |
Siebel Insurance Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |