Siebel Remote and Replication Manager Administration Guide > Predefined Routing Models >

Predefined Routing Models for Siebel Financial Services

Table 49 lists the predefined routing models for Siebel Financial Services that come predefined with Siebel Remote.

To reduce the amount of data that Siebel Remote synchronizes to the user, you can use each of these routing models with the responsibility that the table lists. It is strongly recommended that you get help before you deploy Siebel Remote with any of these specialized routing models. For help with routing models, see Getting Help from Oracle.

For more information, see Controlling the Data That Siebel Remote Routes to Clients.

Institutional Finance Sales Manager Routing Model

You can configure Siebel Remote to use the Institutional Finance Sales Manager routing model to send database extracts and transactions that include information that is relevant to a user who manages institutional finance sales. This user can view all records for the manager and all the records for users who report directly to this manager. A manager with no direct reports does not receive team data.

Siebel Remote handles literature routing. It synchronizes links to the literature with the remote client but it synchronizes the literature attachments only on request.

Institutional Finance Analyst Routing Model

To send database extracts and transactions that include information that is relevant to an institutional finance analyst, you can use the Institutional Finance Analyst routing model.

Credit Originator Routing Model

You can use the Credit Originator routing model for individuals in your organization who are responsible for originating mortgages or other consumer loans and for managers of these individuals. If you assign this routing model to a user, then Siebel Remote sends to this user the database extracts and transactions that include information that is relevant to loan origination. A manager can view all records for the manager and for the people who report to this manager. A manager with no direct reports does not receive team data.

Insurance Sales Manager Routing Model

You can use the Insurance Sales Manager routing model for insurance sales managers in your organization. If you assign this routing model to a user, then Siebel Remote sends to this user the database extracts and transactions that include information that is relevant to a person who manages insurance sales agents. Siebel Remote routes to the insurance sales manager the same records that it routes to the people who report to this manager. This routing model includes the business components that a Siebel application uses for the Insurance Sales Agent position in addition to the team data for the manager.

Insurance Sales Agent Routing Model

You can use the Insurance Sales Agent routing model for insurance field sales agents in your organization. You can also use this routing model can for other users, such as health insurance sales agents and site coordinators. If you assign this routing model to a user, then Siebel Remote sends to this user a database extract and transactions that include information that is relevant to the user position.

Claims Manager Routing Model

You can use the Claims Manager routing model for insurance claims managers in your organization. If you assign this routing model to a user, then Siebel Remote sends to this user the database extracts and transactions that include information that is relevant to a person who manages claims adjusters. Siebel Remote routes to the claims manager the same records that it routes to the people who report to this manager. This routing model includes the business components that a Siebel application uses for the Claims Adjuster position in addition to the team data for the manager.

Claims Adjuster Routing Model

You can use the Claims Adjuster routing model for insurance field claims adjusters in your organization. The following business components are associated with this routing model:

• Households
• Contacts
• Policies
• Service Providers
• Claims
• Claim Elements
• Service Requests
• Activities
• Calendar Access

Business Components That Are Associated with Predefined Routing Models for Financial Services

Table 50 lists the business components that are associated with each of the predefined routing models. The letter Y indicates that the business component is associated with the routing model.

Differences in the Literature List When Connected to the Local Database

The following fields display in the Literature list of the remote client when this client is connected to a local database or sample database. They do not display when connected to the Siebel Server:

• Local. Specifies to make the document available on the local file system. If a document is not available locally, then the user can request it by placing a check mark in the Request File check box.
• Request File. If this check box contains a check mark, then Siebel Remote downloads the literature during each synchronization.