Table 24. Party Types and Parties
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Person (or Contact) |
Person |
- An employee at a customer company.
- An employee at a competitor's company.
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- A Person is an individual who is represented by a Person record in the database.
- Without additional attributes, a Person has no access to your database.
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User |
Person |
- A registered customer on your Web site.
- A self-registered partner user, that is, one who has no position.
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- A User is a Person who can log into your database and has a responsibility that defines what application views are accessible.
- A self-registered partner on a Siebel partner application has a responsibility, but does not have a position like a full Partner User has.
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Employee |
Person |
An employee at your company. |
- An Employee is a User who is associated with a position in a division within your company.
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Partner User |
Person |
An employee at a partner company. |
- A Partner User is a User who is associated with a position in a division within an external organization. Therefore, a Partner User is also an Employee, but not an internal one.
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Position |
Position |
- A job title within your company.
- A job title within a partner company.
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- Positions exist for the purpose of representing reporting relationships.
- A position within your company is associated with a division and is associated with the organization to which that division belongs.
- A position within a partner company is associated with a division and is associated with the partner organization to which that division belongs.
- A position can be associated with one division only.
- A position can have a parent position. It can also have child positions.
- One or more employees can be associated with an internal position, and one or more partner users can be associated with an external position.
- An employee or partner user can be associated with more than one position, but only one position is active at any time.
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Account |
Organization |
A company or group of individuals with whom you do business. |
- An account is typically made up of contacts.
- An account is not a division, an internal organization, or an external organization.
- An account can have a parent account. It can also have child accounts.
- An account can be promoted to a partner organization.
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Division |
Organization |
- An organizational unit within your company such as Manufacturing or Corporate.
- A group of people operating within a particular country.
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- A division exists for the purposes of mapping a company's physical structure into the Siebel database and for providing a container for position hierarchies.
- A division can have a parent division. It can also have child divisions.
- Data cannot be associated directly with a division. (Divisions that are not designated as organizations do not drive visibility.)
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Organization |
Organization |
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- An organization is a division that is designated as an organization.
- An organization exists for the purpose of providing a container in which positions can be associated with data.
- An organization can be internal or it can be a partner organization.
- A division can be associated with only one organization: itself or an ancestor division that is also an organization.
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Household |
Household |
- A group of people, typically a family, who reside at the same residence.
- A group of purchasers who live in different residences.
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- Typically, a household is a group of individual consumers who are economically affiliated and share a common purchasing or service interest.
- A household can have any combination of contacts, users, employees, and partner users as members.
- An individual can belong to more than one household.
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User List |
User List |
- A support team made up of some internal employees and some partner users.
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- A user list is a group of people. It can have any combination of contacts, users, employees, and partner users as members.
- A user list cannot have a parent or children.
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Access Group |
Access Group |
- Your partner IT service providers and business-to-business customer companies that buy networking equipment.
- A partner community, such as the resellers of a particular sector of your product line.
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- An access group is a group of any combination of parties of type Position, Organization, and User List. That is, it is a group of groups.
- An access group can have a parent access group. It can also have child access groups.
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