Siebel eService Administration Guide Addendum for Industry Applications
What's New in This Release
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Siebel eBanking and Siebel eBrokerage
About Siebel eBanking
About Siebel eBrokerage
Purposes of Siebel eBanking and Siebel eBrokerage
Differences Between Siebel eBanking and Siebel eService
Features in User Interface for Siebel eBanking and Siebel eBrokerage
Login Page
Home Page
Accounts Page
Transfers Page
Bill Pay Page
Customer Service Page
Relationship Page (Siebel eBrokerage Only)
Trades Page (Siebel eBrokerage Only)
My Profile Page
About Account Download in Siebel eBanking and Siebel eBrokerage
Administering Siebel eBanking and Siebel eBrokerage
Reviewing Data Display
Configuring Service Requests
Personalizing Siebel eBanking and Siebel eBrokerage
Setting the Display Sequence of Financial Accounts
Activating Workflow for Download Button
Adding Account Download File Types
Managing Siebel eBanking and Siebel eBrokerage
Authorizing and Enrolling Accounts for a Customer
Unenrolling a Customer
Determining Whether a Customer Is Enrolled
Reviewing Payees and Payments
Using Siebel eBanking and Siebel eBrokerage
Transferring Money Into or Out of Accounts
Adding Holdings
Editing Holdings
Adding Investment Interests
Editing Investment Interests
Siebel Insurance eService
About Siebel Insurance eService
Features in User Interface for Siebel Insurance eService
Literature Page
eEvents Page
Service Requests List
Personal Policies List
Group Benefits List
Claims List
My Profile Hyperlink
Help Hyperlink
Contact Us Hyperlink
Log In/Out Hyperlink
Administering Siebel Insurance eService
Creating Responsibilities for Siebel Insurance eService
Setting Up Provider Search for Siebel Insurance eService
Setting Up Classes and Seminars for Siebel Insurance eService
Setting Up Health Club Discounts
Setting Up Alternative Medicine Search
Setting Up Pharmacy Locator
Setting Up Formulary Search
Setting Up a Link To Drug Interactions Information
Displaying Auto Policy Coverage Comparisons
Setting Up Printable Online Documents for Siebel Insurance eService
Administering Partner and Claim Center Locators
Setting Up Service Provider Search
Using Siebel Insurance eService
Viewing Personal Policy Information
Viewing Information About Providers
Changing Primary Care Providers (HMO only)
Viewing Group Benefit Information
Siebel eEnrollment for Financial Services
About Siebel eEnrollment for Financial Services
Features in User Interface for Siebel eEnrollment for Financial Services
Administering Siebel eEnrollment for Financial Services
Displaying Product Attributes to eEnrollment Users
Setting Up Provider Search for Siebel eEnrollment for Financial Services
Using Siebel eEnrollment for Financial Services
Enrolling for Insurance Coverage
Designating a Beneficiary
Displaying Providers
Siebel eCustomer for Financial Services
About Siebel eCustomer for Financial Services
Features in User Interface for Siebel eCustomer for Financial Services
Siebel eService for Automotive
About Siebel eService for Automotive
Differences Between Siebel eService and Siebel eService for Automotive
Features in User Interface for Siebel eService for Automotive
Dealer Locator
Inventory Search for Vehicles
My Account View
My Vehicles View
Vehicle Registration
Service Requests
Service History
Administering Siebel eService for Automotive
Activating Vehicle Registration Workflows
Sharing Preventive Maintenance Documents with Customers
Siebel eService for Communications, Media, and Energy
About Siebel eService for Communications, Media, and Energy
Differences Between Siebel eService and Siebel eService for CME
Differences in the Customer Portal for CME
Differences in Personalization for CME
Siebel Public Sector eService
About Siebel Public Sector eService
Differences Between Siebel eService and Siebel Public Sector eService
Using Siebel Public Sector eService
Registering on Siebel Public Sector eService
Managing Applications
Applying for Benefits
Resuming the Submission of Applications
Viewing the Status of Submitted Applications
Revising Rejected Applications
Adding Attachments to Applications
Cancelling Applications
Deleting Applications
Managing Cases
Viewing Cases
Updating Cases
Requesting Appointments for Cases
Viewing the Status of Appointment Requests
Requesting Appeals for Cases
Viewing the Status of Appeal Requests
Managing Incidents
Reporting Incidents
Viewing Reported Incidents
