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Developing and Deploying Siebel Business Applications > Overview of Developing a Siebel Application > About The Business Case This Book Uses >
NREC Business Requirements
The project team identifies and documents requirements during the discovery and design stages of developing a Siebel application. Predefined Siebel CRM functionality satisfies some of these requirements. The team identifies requirements that are not satisfied as gaps. These gaps require configuration work that modifies the predefined Siebel application. NOTE: As a general rule, a gap analysis results in less than 25% of the functionality that requires customization. If the gap is more than 25%, it might indicate that the team is not employing predefined functionality appropriately. For more information, see Getting Help from Oracle.
Manage the List of Houses for Sale
NREC must manage the list of houses that is currently for sale. This includes storing certain characteristics, such as price, number of bedrooms, and square footage. It also must incorporate data from an external file that a third-party vendor supplies. This data includes appraisal and renovation history. Table 2 describes requirements for houses.
Table 2. Requirements for Houses
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Configuration Work You Must Perform |
Track houses for sale. |
You create a new screen for Houses and add it to the Siebel eChannel application. For more information, see Creating the Houses Screen. |
Track the features of each house, such as square footage, number of bedrooms, and so forth. |
To store more attributes and display them in the Siebel client, you add columns to the S_PROD_IN T table. For more information, see Process of Configuring the House Detail View. |
Enter and edit records for houses. |
To allow updates and add necessary controls to the Product Form Applet, you modify the Internal Product business component. For more information, see Configuring the Internal Product Business Component and Modifying the Product List Applet. |
Provide the user with predefined values to choose from when the user enters house features. |
You configure static picklists for fields. For more information, see About Picklists. |
Track and display previous appraisal information for each house. Example information includes date, amount, and assessor. |
To store appraisal data and display fields in the Siebel client, you use a predefined one-to-many table. For more information, see Process of Configuring the House Detail - Appraisals View. |
Display renovation information for each house. |
To store and display data from flat file, you create a virtual business component. You create a new view to display the data. For more information, see Creating a Virtual Business Component. |
Display houses to partner users according to ZIP code. |
Use Siebel Personalization to filter the list of houses according to ZIP code. For more information, see Filtering Records According to a User Profile. |
Manage Opportunities
NREC must provide NREC internal employees and partner agents a way to manage opportunities. Uses record opportunities for potential buyers and include contact information and information about the type of house in which the buyer is interested. NREC sends these opportunities to a partner agency according to location. Table 3 describes requirements for opportunities.
Table 3. Requirements for Opportunities
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Configuration Work You Must Perform |
For each opportunity, store house features that the buyer seeks and buyer characteristics. |
You add columns to the base S_OPTY opportunity table. For more information, see Process of Configuring the House Detail View. |
Users might choose values for house attributes from a list rather than enter them. Example attributes include square footage, price range, and so forth. |
You add picklists for each field requires predefined values. For more information, see Creating Static Picklists. |
Assign opportunities to partner agents according to ZIP code. |
You use Assignment Manager to assign opportunities to partner agencies. For more information, see Customizing How Siebel CRM Assigns Objects. |
Send an email notification to partner agents when Siebel CRM assigns a new opportunity to the agent. |
You use the Business Process Designer to configure Siebel CRM to automatically send email notification. For more information, see Process of Automating a Business Process. |
Manage Activities
NREC must manage activities for each opportunity and contact. The predefined Siebel CRM activity management functionality meets most NREC requirements. Table 4 describes NREC requirements that the predefined Siebel CRM activity management functionality does not meet.
Table 4. Requirements for Activities
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Configuration Work You Must Perform |
Display the opportunity associated with each activity. |
You add the opportunity to the Activity List and Form Applets. For more information, see Adding Fields to Applets. |
When entering an activity, allow the user to associate an opportunity to an activity. |
You do the following work:
- Create a dynamic picklist that allows the user to update the Opportunity field in the Account Form Applet.
- Constrain the values in the pick applet so it only displays the opportunities for the account that are associated with the activity.
For more information, see Creating a Dynamic Picklist and Constraining a Picklist. |
Allow users to navigate from the Opportunity Detail view to one of the following views, depending on the sales stage:
- Account Detail - Activities (SCW)
- Account Detail - Contacts (SCW)
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You configure a dynamic drilldown. For more information, see Creating a Dynamic Drilldown. |
Manage Contacts
The predefined Siebel CRM contact management meets NREC requirements.
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