Understanding the 360-Degree View for Industries

This chapter discusses:

Click to jump to parent topicThe 360-Degree View

The 360-Degree View enables you to manage transactions and interactions for a business object—a customer or contact of customer , site or contact of site, partner or contact of partner, or worker. The 360-degree view provides both an entry point for interactions with the business object and a central point from which to launch transactions, such as quote and order creation, case creation, or opportunity creation.

PeopleSoft CRM delivers predefined data for the 360-degree view; including nodes, grid definitions, transactions that are associated with nodes and transaction groups. You can set up 360-degree view trees and pages that use this predefined system data. You set up additional information only if you need to change defaults.

See Setting Up the 360-Degree View, Using the 360-Degree View.

Click to jump to parent topicTransactions in the 360-Degree View

The 360-Degree View page that PeopleSoft delivers enables you to view or perform transactions on behalf of the customer or company. The transactions that you can perform appear in the Actions drop-down box on the upper right corner of the 360-Degree View page. This section discusses:

Click to jump to top of pageClick to jump to parent topicTransactions Common to All Industries

PeopleSoft CRM delivers predefined data for the 360-Degree View. The transaction group, Core, is delivered with these transactions:

Click to jump to top of pageClick to jump to parent topicTransactions for the Financial Services Industries

The transaction group, FSITRANS, delivers these transactions for the financial services industries:

Transaction

Description

Account Address Change

Change the address for selected accounts.

Account Nickname

Add or change an account nickname.

Automatic Funds Transfer

Automate transfer with account, frequency, start and end date.

Pay Bills

View current bill payees or set up new payee information.

Reverse Transaction Fee

Back out transaction fees that have already been charged.

Issue ATM Card

Modify an existing card or issue a new card.

Modify Account

Modify details on an account such as the account fee, account relationships, credit card parameters, currency, product, status, or TIN type and number.

Order Cashier's Check

Order a cashier's check and provide delivery details.

Order Copy of Check

Order duplicate copy of an existing check.

Order Copy of Statement

Order duplicate copy of statement.

Order Foreign Currency

Enter account and delivery details for foreign currency order.

Order Traveler's Checks

Enter account, denomination, and delivery details for traveler's checks.

Reorder Checkbook

Order new checkbook with starting number information.

Stop Check Payment

Stop payment on a check.

Transfer Funds

One time fund transfer between accounts with account and amount information.

Click to jump to top of pageClick to jump to parent topicTransactions for the Insurance Industry

The transaction group, INSTRANS, delivers these transactions for the insurance industry:

Transaction

Description

Change Policy

Make changes to a policy such as add a driver, delete a driver, change the address, or change the vehicle.

Add First Notice of Loss

Select policy number from a list of customer's policies. Create the FNOL (first notice of loss) from the Policy Details page.

Add First Notice of Loss is only available if the customer has an active property and casualty policy.

Add Quote

On the Insurance Quote page, initiate a quote for a new policy or a policy change.

Click to jump to top of pageClick to jump to parent topicTransactions for the Communications Industry

The transaction group, COMTRANS, delivers these transactions for the communications industry:

Transaction

Description

Add Account

Add a new account.

Maintain Service

Manage customer service requests. You can change, suspend, resume, or disconnect services.

Add Service Order

Create a new service order.

Add Agreement

Search for agreement lines or warranties that cover the case or service order and display the associated entitlements.

Installed Product Hierarchy

View the installed products that meet the customer, site, product, serial number, asset tag, and department criteria.

Report Lost or Stolen Handset

File a report for a lost or stolen handset.

Click to jump to top of pageClick to jump to parent topicTransactions for the Energy Industry

The transaction group, ENERGYTRANS, delivers these transactions for the energy industry:

Transaction

Description

Add Account

Add a new account.

Start Service

Initiate service for a new or existing customer at a new premise where the services have already been established.

Stop Service

Discontinue service at a premise.

Transfer Service

Transfer the association of services between premises.