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About Recommended Messaging Plans

When a sales representative launches the PCD Viewer from the Contact Call Detail View, Account Contact Call View, or Account Call Detail View, all messaging plans available to the sales representative are loaded into the PCD Viewer by Life Sciences (LS) PCD Services. For more information about the user properties for the LS PCS Services, see User Properties of LS PCD Business Service.

In LS PCD Service, the OptimizeDetailingPlan method identifies messaging plans that are recommended for the call. These messaging plans are called Recommended Messaging Plans and have a star icon suffixed to its name in the list of available messaging plans when displayed in the PCD Viewer.

By default, the OptimizedDetailingPlan functionality is configured to identify recommended messaging plans for Contact Call and Account Contact Call detailing only. If Objectives or Offers are associated to a Contact Call or Account Contact Call, recommended messaging plans are identified as outlined in this section.

However, if no Offer or Objective is associated to a Contact Call or Account Contact Call, fields for entering target segments, in the Contact Call or Account Contact Call views are available, and recommended messaging plans can be selected based on these field values.

Similarly, if no Objectives are associated to an Account Call, fields for entering target segments in the Account Call view are available, and recommended messaging plans can be selected based on these field values.

Configuring Target Segment Fields for Contact Call and Account Contact Call Views

The following procedure shows you how to configure target segment fields for the Contact Call or Account Contact Call views.

To configure fields for entering target segments in Contact Call view or Account Contact Call view

1. Add fields in Pharma Professional Call business component (BC) mapping to one or more extension columns in S_EVT_ACT_X. For example:

   Field Name: Call Segment Code 1 Join: S_EVT_ACT_X Column: ATTRIB_01

   Field Name: Call Segment Code 2 Join: S_EVT_ACT_X Column: ATTRIB_02

2. Configure the fields in Pharma Professional Call Form Applet.
3. In the Pharma Professional Call BC, update the BC user property Call Seg Code Fields with a list of segment code fields, with each segment code field separated by a comma. For example, Call Segment Code 1, Call Segment Code 2.

Configuring Target Segment Fields for Account Call View

The following procedure shows you how to configure target segment fields for the Account Call view.

To configure fields for entering target segments in Account Call view

1. Add fields in Pharma Account Call business component (BC) mapping to one or more extension columns in S_EVT_ACT_X.

   For example:

   Field Name: Call Segment Code 1 Join: S_EVT_ACT_X Column: ATTRIB_01

   Field Name: Call Segment Code 2 Join: S_EVT_ACT_X Column: ATTRIB_02

2. Configure the fields in Pharma Account Call Form Applet.
3. In the Pharma Account Call BC, update the BC user property Call Seg Code Fields with a list of segment code fields, with each segment code field separated by a comma. For example, Call Segment Code 1, Call Segment Code 2.

By default, the OptimizedDetailingPlan functionality is not configured to identify recommended messaging plans for Account Call if an Objective is associated to the Account Call.

Configuring Fields For Account Call View When Objectives are Associated With the Account Call

The following procedure shows you how to configure fields for the Account Call view when objectives are associated with the Account Call.

To configure fields for Account Call view when Objectives are associated to an Account Call

1. Create one or more extension columns in S_ACCNT_SRC (for example, X_SEG_CODE1, X_SEG_CODE2) and apply these changes in the Siebel Business Applications database.
2. Add fields in Pharma Campaign Target Account BC and map these fields to the columns created in S_ACCNT_SRC. For example:

   Field Name: Segment Code 1 Join: S_ACCNT_SRC Column: X_SEG_CODE1

   Field Name: Segment Code 2 Join: S_ACCNT_SRC Column: X_SEG_CODE2

3. Configure the fields in Pharma Campaign Target Account List Applet.
4. In the Pharma Account Call BC, update the BC user property Objective Seg Code Fields with a list of segment code fields, with each segment code field separated by a comma. For example, Segment Code 1, Segment Code 2.