This chapter provides an overview of service locations and discusses how to:
Set up and maintain sites.
Set up and maintain service location information.
Set up services.
Work with the service location finder.
This section discusses service locations and lists common elements.
A service location for financial services is a place where a business contact can go to obtain authorized financial services. A service location is not restricted to a physical building owned by the financial institution. An automated teller machine (ATM) could be housed in a grocery store; an auto shop can perform insurance estimates.
A record for each service location is created in the RD_SITE table. An extension table, RDFSITE, holds additional information for financial services.
Note. The RD_SITE table stores site records and service locations. It is distinguished by an indicator field in the RDFSITE extension table.
It is important to distinguish the difference between a site and a service location.
A site is used for an external customer to define places where it conducts business.
A service location is a site that the internal company uses to provide services.
Usually service locations are tied to the same internal company. For example, your company has five branches or places to provide financial services and you have 100 business contacts that are companies. In this scenario, you create five service locations for your own company as the customer on service location setup page. In addition, you set up the 100 company business contacts, and create sites for each.
A service is an object that is maintained on the RBF_SERVICE table. For each service location in your system you can associate services that are available at that location. The associated records are stored in RDFSITE_SERVICE, a child table of RD_SITE. You can also define the hours of operation for the location. Records for hours of operation are maintained on RDFSITE_OPERATE, a child table of site.
You can also define the service location’s contacts—the people who participate in business transactions at the location. Records for contacts are maintained in the person table (RD_PERSON). When you associate a person with a service location, the person is assigned a role type of Contact and a record is created in the Business Object Relationship table (BO_REL) to capture the representation relationship between the person and service location (RD_SITE).
See Also
Defining Site Business Objects
Primary |
Click to view profile, status, and currency information for the service location, together with the primary name, address, telephone, and email information. The system displays this view by default when you access the Service Location page. |
Name |
Click to view and update the names associated with the service location. |
Address |
Click to view and update address information associated with the service location. |
Phone |
Click to view telephone information associated with the service location. |
|
Click to view email information associated with the service location. |
Pager |
Click to view pager information associated with the service location. |
This section discusses how to:
Set up and maintain sites.
Manage account teams.
View account plans.
Define notes.
Define site contacts.
Define site relationships.
Page Name |
Definition Name |
Navigation |
Usage |
Customers CRM - Site |
RDFSITE_MAIN_2 |
|
View and update primary information about the site, including name, address, phone, and email information. |
Site - Account Team |
RD_ACCOUNT_TEAM |
|
Manage the account team that is assigned to the site. |
Site - Plans |
RD_ACCOUNT_PLAN |
|
Create a new plan or view existing account plans for the site. |
Site - Notes |
RD_SITE_NOTE_2 |
|
Add notes and attachments for the specified site. |
Site - Contact Info page |
RD_SITE_CNTCT_2 |
|
View and update site contact information. |
Site - Relationships |
RD_SITE_REL_2 |
|
View site relationships. |
Access the Site page (Customers CRM, Add Site, Site).
See Maintaining General Site Information.
Access the Site - Account Team page (Customers CRM, Add Site, Site, Account Team).
See Assigning a Team to an Account.
Access the Site - Plans page (Customers CRM, Add Site, Site, Plans).
Access the Site - Notes page (Customers CRM, Add Site, Site, Notes).
The Notes page has no functionality or system data specific to industries. Refer to the following for details on core PeopleSoft CRM functionality and system data.
See Working with Notes and Attachments.
Access the Site - Contact Info page (Customers CRM, Add Site, Site, Contact Info).
The Contact Info page has no functionality or system data specific to industries. Refer to the following for details on core PeopleSoft CRM functionality and system data.
See Maintaining Site Contacts.
Access the Site - Relationships page (Customers CRM, Add Site, Site, Relationships).
The Relationships page has no functionality or system data specific to industries. Refer to the following for details on core PeopleSoft CRM functionality and system data.
See Defining Site Relationships.
This section provides an overview of hours of operation and discusses how to:
Define service location sites.
Define service location services.
Define service location hours of operation.
Define service location notes.
Define service location contacts.
Define service location relationships.
Define service location attributes.
The basic logic behind setting up hours of operation follows these rules:
If the Weekday and Specific Month fields are empty, it means the Day of the Week setting is applicable to all days of the weeks.
If the Weekday field is filled with a day of the week, and the Specific Month field is empty, the hours of operation apply specifically to that day of the week.
If the Weekday field is empty and the Specific Month field is filled, the hours of operation apply to all days in the specified month.
If both the Weekday and Specific Month fields are filled, the hours of operation apply to all instances of the day of the week in the specified month.
Page Name |
Definition Name |
Navigation |
Usage |
Service Location - Site: Primary |
RDFSITE_MAIN_2 |
|
View and maintain name, profile, hours of operation, status and currency information for the service location. |
Service Location - Site: Name |
RDFSITE_MAIN_2 |
|
View and maintain name. |
Service Location - Services |
RDFSITE_SERVICE_2 |
|
Link the service locations to services that you have defined. |
Service Location - Hours of Operation |
RDFSITE_OPERATE_2 |
Financial Services, Search Service Location, Hours of Operation |
Set up the hours of operation and holidays for the service location. |
Service Location - Notes |
RD_SITE_NOTE_2 |
|
Add notes and attachments for the service location. |
Service Location - Contact Info |
RD_SITE_CNTCT_2 |
|
Associate contacts with the service location. |
Service Location - Relationships |
RD_SITE_REL_2 |
|
Define relationships for the service location. |
Service Location - Attributes |
RB_ATTR_RUN_SITE |
|
Define attributes for the service location. |
Access the Service Location - Site page (Financial Services, Add Service Location, Site).
When you are adding a new service location, enter a location name using up to 50 alphanumeric characters and select an appropriate name type. By default, the information you enter will be the primary name for the service location. After the service location record is established, you can add additional names to the name record and designate another name as Primary using the Name view of this page.
The fields in the Profile Information group box provide basic information about the service location:
Customer |
Enter the name of the financial institution that is associated with the location. |
Site Type |
Select the site type from the drop-down list. Delivered values are: ATM Machine, Corporate Bank, Corporate Insurance, Express Bank, Full Service Bank, Insurance Estimate Office, and Personal Insurance. Site types are configurable based on setID. |
ABA Number |
Enter the American Banker’s Association number. |
Site Status |
Select the site status from the drop-down list. Delivered values are: Open, Closed, Pending Open, and Targeted for Closure. Additional status types can be added to suit your organization’s requirements. |
Parent Location |
Enter the location of the parent organization of the site. |
Language Code |
Select the language used in the service location. |
Number of ATMs |
Enter the number of ATMs available at the site. |
Cross Street |
Enter the name of the closest main intersection. |
Site Restrictions |
Enter information on restrictions at this site. |
The fields in the Inquire Hours of Operation group box display details on the service location’s operating hours on a specific date.
Date |
Select a date and click Go to display the hours of operation for that date. |
The fields in the Status and Currency Info group box indicate whether the service location definition is active in your system and provide information about currency.
Customer Status |
Indicate whether the service location record is Active or Inactive. The default value is Active. |
Status Date |
The date that the current customer status value was specified. |
Customer Since |
The date the service location became a customer for your business. |
Currency Code |
Enter the code that specifies the currency used for a monetary transaction with this service location. Currency codes are maintained using the Currency Code page under the Define General Options menu. |
Currency Type |
Enter the exchange rate used to calculate monetary transaction amounts in alternate currencies. Exchange rates are established on the Market Rate Type page under the Define General Options menu. |
Segment Code |
Indicate the service location’s business segment for marketing purposes. Segment codes are established on the Segment Code page under the Structure Customer menu. |
See Also
Access the Service Location - Services page (Financial Services, Add Service Location, Services).
Service Name |
Select a service that will be available at the service location. Services are defined on the Services page. |
Start Date and End Date |
Select the start date for the service and end date, if applicable. |
To set up hours of operation:
Set up record for majority hours of operation.
For example, designate the Type of Setting as day of the week, and operation Open from 9:00 AM to 5:00 PM, without selecting specific weekdays or a specific month.
For a specific day of week that has different hours of operation, specify Day of the Week, for example Thursday, and select Open from 9:00AM to 7:00PM.
This will override the setting in step one for all Thursdays.
To define Hours of Operation for all days in a month, select Specific Month and leaveWeekday blank.
To change Hours of Operation for all instances of a day — all Fridays — in a specific month, select the Weekday and the Specific Month.
To define the Hours of Operation for a specific date—December 25—enter the date in the Specific Date field.
Access the Service Location - Hours of Operation page (Financial Services, Search Service Location, Hours of Operation).
Type of Setting |
Select Day of the Week or Specific Date to determine how you will define the hours of operation. When you choose Day of the Week, you do not need to fill in the specific date field. You can optionally fill in the Weekday and Specific Month field. When you choose Specific Date, the Specific Date field must be filled in, and Weekday and Specific Month fields will be defaulted by date field. If Specific Date is defined, then the system will use it for hours of operation, ignoring any data defined in type of Day of the Week. |
Weekday |
Use this field in conjunction with the Day of the Week type of setting. |
Specific Month |
Use this field in conjunction with the Day of the Week type of setting. This field can be used to specify the hours of operation for all Tuesdays in a month. |
Specific Date |
Select a specific date to define the hours of operation. |
Operation |
Select Open or Closed. |
From Time/To Time |
Use the from and to times to define hours of operation. |
Access the Service Location - Notes page (Financial Services, Add Service Location, Notes).
Use the Notes page to add, view, and modify notes associated with a service location record.
See Also
Working with Notes and Attachments
Access the Service Location - Contact Info page (Financial Services, Add Service Location, Contact Info).
Use the Contact Info page to view and maintain contact information for service locations.
See Also
Access the Service Location - Relationships page (Financial Services, Add Service Location, Relationships).
Use the relationships page to view and maintain service location relationships.
See Also
Working with the Relationship Viewer
Access the Service Location - Attributes page (Financial Services, Add Service Location, Attributes).
Use the attributes page to view and maintain service location attributes.
See Also
You set up standard services that can be applied to any service location.
This section discusses how to:
Define a service.
Link the service with service locations.
Page Name |
Definition Name |
Navigation |
Usage |
RBF_SERVICE |
Financial Services, Service, Service |
Add and maintain services that are offered by your organization. |
|
RBF_SERVICE_SITE |
Financial Services, Service, Service Locations |
View locations currently offering this service. Service locations appear by default from the Service Locations component. |
Access the Service page (Financial Services, Service, Service).
Service Type |
Select the service type. Delivered values are: Banking, Business Banking, Insurance, Loan Service, Mortgage, Personal Banking, and Wealth Management. Additional service types can be added to suit your organization’s requirements. |
Service name |
Enter the name of the service offered. |
Description |
Describe the service offered. |
Access the Service Locations page (Financial Services, Service, Service Locations).
The system displays the locations that are currently offering the service. Click the Edit button on the location row to access the Service Location component, where you can view and update the service location record.
See Also
Setting Up Sites and Service Locations
The Service Location Finder is available to the customer in My View and to the financial services employee in the 360-Degree View. The Service Location Finder can be accessed without entering personal or account information.
Customers and employees can search by service name or any address element. Note that this search returns records based on exact match not based on distance or vicinity of an address.
The summary section displays a list of service locations that meet the criteria. The summary section is based on the view RBF_SITE_SRH_VW. The View is a join of service location, service, and address information. Only records matching the following criteria can be searched against:
Service locations with a valid status such as Open or Target for Closure.
Service locations with valid address of Physical Location purpose type.
Services associated with the service location that is current—start-date and end-date range is neither back dated nor in the future.
When the financial services employee clicks the Location link, the system displays the Service Locations component.
When the customer clicks the Location link, the system displays a Service Location page with details on the location, services, hours of operation, and contact information.
The system displays a grid with all service locations meeting the criteria. Click the Location link to view details.