Index

A B C D E F G H I K L M N O P Q R S T U V W

A

master data, sharing data with partners

accepting a program application, 6.5.1

accepting orders for public sector providers, 28.6.3

access groups

defined, 3.8.3

factor determining data access, about, 5.5.6

master data, about sharing with, 8.3.1

partner companies, adding to, 8.3.2

account contacts, about and support of, 25.3

account hierarchies, about and support of, 25.3

Accrual Definition record, defining options available in the Type field, 17.2.2.4

accrual fund

about, 17.2.2

checkbook, viewing, 17.2.10

Marketing Development Fund, about adding funding to MDF, 17.2.2.4

Marketing Development Fund, adding to, 17.2.2.4

action plan

defined, 7.3.3.6

objective, adding for, 7.3.3.6

activities

fund requests, adding activities to, 17.2.7.2

partner employee, assigning to, 8.2.7

partner employee, tracking, modifying, and deleting, 8.2.7

partner management activities, entering, 18.1.2

partner management activities, modifying, deleting, and displaying, 18.1.2

partner management activity plans, displaying and deleting, 18.1.2.1

partner management activity plans, entering, 18.1.2.1

activity plans

partnership management activity plans, displaying and deleting, 18.1.2.1

partnership management activity plans, entering, 18.1.2.1

adding addresses for public sector providers, 28.7.1

adding public sector providers, 28.5.1

administrator

delegated administrator, about using with Siebel Group Portal, 24.5.2

employee group administrator, assigning a group policy to, 24.6.1

agents

households, assigning to an agent, 20.5.4

policies and quotes, viewing all of an agents, 20.5.3

views, about used to work with partner employees, 20.7.2

agreements

partner agreements, entering, 18.1.3

partner agreements, modifying and deleting, 18.1.3

reviewing for an SPA quote, 15.4.2

agreements, associating with orders or service items, 25.5

Amount metric, defined, 7.3.3.3

Application approval

about, 6.5

Application Detail Inbox, 6.5.2

appointments, entering and licenses, 20.7.1.3

Approved Partner view

partner company, about using to create, 20.4, 21.4, 22.4, 23.4, 24.5.1

Approving an application, 6.5.4

assessments

partner company, entering an assessment, 19.3

partner company, modifying and deleting an assessment, 19.3

partner performance, about using to evaluate, 19.3

asset scenarios

assigning assets to partners, 10.5.2.1

brand owner monitoring, 10.5.2.4

logging a service request, 10.5.2.2

viewing asset history, 10.5.2.3

Assigned To field

activities, assigning activities to employee, 18.1.2

activity plans, using to assign to employees or partner employees, 18.1.2.1

Assignment Manager, assigning service requests, 10.6.1

attachments

fund requests, adding to, 17.2.7.1

partner company, displaying, modifying, and deleting, 18.1.4

partner company, entering, 18.1.4

authorizations

authorization request, approving or declining, 22.5.5

sharing with healthcare providers, 22.5.5

B

brand owner scenarios

assets, assigning to partners, 10.5.2.1

assigning service request to employees, 10.4.2.2

assigns service request to partner, 10.3.2.2

brand owner tracking service requests, 10.4.2.4

employees tracking service requests, 10.4.2.3

entering service requests, 10.3.2.1

inventory level, monitoring, 10.5.1.4

inventory location, setting up, 10.5.1.1

inventory location, transferring products to, 10.5.1.2

locating parts, 10.5.1.3

monitoring asset service, 10.5.2.4

tracking partner service requests, 10.3.1.5

tracks partner service request, 10.3.2.4

viewing partner service requests, 10.3.2.3

Briefings, using to communicate with partners, 18.3.2

browsers, supported by Siebel PRM, 2.4

C

call reports

about and uses for Siebel PRM for Finance, 21.5.1

partner’s call reports, viewing all, 20.5.1

partners, viewing in Siebel PRM for Finance, 21.5.1

campaigns

collaborative marketing campaigns, managing, 11.2.2

partners, making campaign offers to, 11.3.1

D

data, types of, 3.8.3

See also transactional data, sharing data with partners

deal registrations

about, 16.1

approving, 16.5

scenario, 16.2

setting up approval flow, 16.3

submitting, 16.4

delegated administrator

delegated administrator position and responsibility, assigning, 5.7.7

employees, giving delegated administrator responsibility to, 5.7.7

partner company, contacting about responsibilities, 5.7.8

partner employee type described, 5.7.7

partner responsibilities, about defining, 3.8.2

Siebel Group Portal, about using to add users, 24.5.2

design opportunities

approving, 14.4.5

creating, 14.4.3

design opportunity approvers, defining, 14.4.1.1, 14.4.1.2

design opportunity status, configuring, 14.4.1.1

design programs

about, 14.1, 14.1

creating, 14.4.2

scenarios, 14.2, 14.3

design registration approvers, defining, 14.4.1.3

design registrations

approving, 14.4.6

creating, 14.4.4

differences of the Siebel Public Sector Provider Portal from Siebel PRM, 28.2

distributors

point-of-sales reports and SPA claims, 15.4.3.1

SPA claim report, submitting, 15.4.3.1

SPA claim, creating through Partner Portal, 15.4.3.1

SPA claims, submitting, 15.4.3

SPA reports and SPA claims, 15.4.3.1

E

EAI module, about using to integrate third-party credit system, 25.6

Eligibility Administration

about, 6.3

creating an Eligibility List manually, 6.3.1

creating Eligibility List using Oracle Business Intelligence Data Load, 6.3.2

Refresh schedule, 6.3.2.1

Email notification, 6.5.6

employee group administrator, assigning a group policy to, 24.6.1

employees

fund authorization, setting up, 17.2.3.1

employer groups

employee group administrator, assigning a group policy to, 24.6.1

group policies, about sharing with employer groups, 24.6.1

provider, sharing information about provider with employer group, 24.6.4

end users, partner employee type described, 5.7.7

energy

See Siebel PRM for Communications, Media, and Energy

eNewsletters, sending to partners, 11.3.2

entering agreements with public sector providers, 28.5.6

entering initial inventory for public sector providers, 28.5.7

entering users of Siebel Public Sector Provider Portal, 28.5.2

Error and Omissions insurance, entering information about, 20.7.1.2

F

facilities

facility information, about sharing, 24.6.2

facility information, about sharing with a group company, 24.6.2

facility information, sharing with a group employee, 24.6.2

health facilities, about searching for, 24.6.5

fixed fund

about, 17.2.2

Marketing Development Fund, adding funding to MDF, 17.2.2.4

Marketing Development Fund, adding to, 17.2.2.4

Font>Special Pricing Authorization, 15.1

forecasting scenarios

forecasting and options, about, 9.5

fraud management, support for, 25.7

Freelance Graphics, about generating presentation in, 9.7

Fund Request Summary report, described, 19.4

fund requests

activities, adding to, 17.2.7.2

approval authorization, about setting up and example, 17.2.3

approval authorization, authorizing your employees to approve, 17.2.3.1

attachments, adding to, 17.2.7.1

balance, checking, 17.2.9

partner company, viewing all fund requests for, 17.2.8

request, about initiating, 17.2.6

reviewing, changing routing for approval, 17.2.4

reviewing, using Status picklist, 17.2.9

status values, table of, 17.2.8.1

status, viewing, 17.2.8.1

types and about adding to Marketing Development Fund, 17.2.2.4

G

Group Administrator Role, 24.4

Group Administrator tasks and views (table), 24.4

group company, sharing facility information with, 24.6.2

group employee, sharing facility information with, 24.6.2

group members, viewing information about members, 24.6.3

group policies

partner company’s auto policies and quotes, viewing (example), 20.5.3

partner company’s policies and quotes, viewing all, 20.5.3

quotes, about entering, 20.5.3

Group Portal

See Siebel Group Portal

H

health insurance

See Siebel Healthcare Provider Portal

healthcare facilities

information, about viewing healthcare facilities, 22.5.2

information, viewing about a facility (procedure), 22.5.2

searching for, about, 24.6.5

Healthcare Provider Portal

See Siebel Healthcare Provider Portal

healthcare providers

members, about sharing, 22.5.3

provider company, sharing information about a member, 22.5.3

provider employee, sharing information about a member, 22.5.3

providers, viewing information about, 22.5.4

help

online help, about customizing, 3.4.1

hierarchical structure, about dividing your business into, 3.8.1

high interactivity, about and Siebel PRM for Consumer Goods, 26.4

high interactivity, about configuring, 3.3

home page

individual partners, about configuring, 5.5.5

public users, described and example, 5.3

households, assigning agents to, 20.5.4

HTIM MDF Period Ending Process workflow, 17.3.14

I

individual partners

access to data, factors that determine, 5.5.6

described and access to PRM Portal, 5.1

home page, about configuring, 5.5.5

master data, making visible to, 5.5.6.1

registering, about thanking, 5.5.7

screens visible to, 5.5.6.2

views available to individual partner, showing, 5.5.6.2

information

See partners, sharing information with

initiatives

adding, 7.3.2.1

defined, 7.3.2

partner company, adding as participant in, 7.3.2.2

installing, requirements for, 3.1

insurance carriers

See Siebel Group Portal

Insurance Partner Manager

See Siebel Insurance Partner Manager

insurance, entering information about Errors and Omissions insurance, 20.7.1.2

integrating Siebel Public Sector Provider Portal with contract management systems, 28.4.1

integrating Siebel Public Sector Provider Portal with external applications, 28.4.1

integrating Siebel Public Sector Provider Portal with provisioning systems, 28.4.1

interactivity

configuring, about, 3.3

inventory management scenarios

inventory level, monitoring, 10.5.1.4

inventory location, setting up, 10.5.1.1

inventory location, transferring products to, 10.5.1.2

locating parts, 10.5.1.3

K

key words, using with partner alerts, 18.3.1.1

L

leads

ways to assign to partners, 9.2.1.2

your report’s leads, displaying, 9.2.3.3

licenses, entering and appointments, 20.7.1.3

Literature Administration screen, using to associate literature with category, 8.3.3

Lotus Freelance Graphics, about generating presentations in, 9.7

Lotus WordPro, about generating proposals in, 9.7

low interactivity, configuring, about, 3.3

M

managing inventory for public sector providers, 28.6.4, 28.8.1

managing profiles of public sector providers, 28.5.3, 28.5.4

managing public sector service providers, 28.1

managing sales, scenario types, 9.1

marketing

Siebel Agent Portal scenario, 20.6

Siebel Healthcare Provider Portal scenario, 22.6

Siebel PRM for Finance scenario, 21.6

Siebel Service Provider Portal scenario, 23.6

Marketing Development Fund

accrual funding, adding to, 17.2.2.4

activities, adding to fund request, 17.2.7.2

attachments, adding to fund requests, 17.2.7.1

checkbook, viewing, 17.2.10

fixed funding, adding to, 17.2.2.4

fund approval authorization, about setting up and example, 17.2.3

fund approval authorization, authorizing your employees to approve, 17.2.3.1

fund request status, viewing, 17.2.8.1

Fund Request Summary report, described, 19.4

fund request, checking balance in fund, 17.2.9

fund request, reviewing by changing partner manager, 17.2.4

fund request, reviewing using Status picklist, 17.2.9

fund request, table of status values, 17.2.8.1

funds, types and about adding to MDF, 17.2.2.4

initiating, about, 17.2.6

new fund record, creating, 17.2.2.2

partner company, adding to, 17.2.2.3

partner company, viewing all fund requests for, 17.2.8

types of funds, 17.2.2

Marketing Funds Detail report, described, 19.4

marketing, managing

collaborative marketing campaigns, managing, 11.2.2

collaborative marketing, planning, 11.2.1

partners, eNewsletter, sending to, 11.3.2

partners, making campaign offers to, 11.3.1

mass updates, 6.6.2

master data, sharing data with partners

access groups, adding partner companies to, 8.3.2

categories and access groups, about creating and examples, 8.3.1

categories, about adding master data to, 8.3.3

categories, using Literature Administration screen to associate literature, 8.3.3

described, 3.8.3

individual partners, making visible to, 5.5.6.1

price lists, about assigning to partner companies, 8.3.4

price lists, assigning to partner organization, 8.3.4

types of and about controlling visibility, 8.3

Microsoft

PowerPoint, about generating presentations in, 9.7

Word, about generating proposals in, 9.7

mixed fund

about, 17.2.2

Marketing Development Fund, about adding funding to MDF, 17.2.2.4

mobile phones, about using Siebel PRM, 2.6

Mobile Web Client, about using through PRM Manager, 2.5

modifying values in dialog boxes for Siebel Public Sector Provider Portal

modifying values in lists for Siebel Public Sector Provider Portal, 28.4.2

modifying values in picklists for Siebel Public Sector Provider Portal, 28.4.2

More Info form fields, table of, 17.2.2.2

N

National Association of Securities Dealers (NASD), about entering licenses and appointments, 20.7.1.3

notes

note types, 7.3.4

plan, adding to, 7.3.4

O

objectives

about and entering plan objectives, 7.3.3.3

action plan and resources, adding, 7.3.3.6

action plan, defined, 7.3.3.6

revenue, associating opportunities with, 7.3.3.5

online

potential partners, about applying and steps (Siebel PRM for Finance), 21.4

registering, about and process overview (Siebel Agent Portal), 20.4

online help, about customizing, 3.4.1

opportunities

modifying and deleting, 8.2.1

new opportunity, entering through PRM Portal, 9.2.1.3, 9.3.3.1, 9.7, 12.3.1, 12.3.2.1, 12.3.2.2.2, 12.3.2.2.3

partner company, manually assigning to, 8.2.1

partner company, viewing all opportunities of, 9.2.3.4

partner employee, manually assigning to, 8.2.1

partner, about assigning to, 8.2.1

partner’s opportunities, about viewing, 8.2.2

partner’s opportunities, tracking, 9.2.1.4

revenue objective, associating with, 7.3.3.5

Opportunities screen, using to view partner opportunities, 8.2.2

Oracle Business Intelligence Data Load

data load, 6.3.2.2

Oracle Business Intelligence Setup Workflow, 6.3.2.2

orders

agreements, ways to associate orders with, 25.5

ordering process, about and support of, 25.4

partner company, assigning to, 8.2.9

partner employee, assigning to, 8.2.9

Organization Analysis applet, displaying Contacts list, 18.1.8

organization chart

partner company, creating, 18.1.8

partner company, viewing and maintaining, 18.1.8

organizations

dividing your business into, about, 3.8.1

individual partner data access, note, 5.5.6

partner company, about placing in hierarchy, 5.7.3.1

P

partner agreements, 18.1.3

partner alerts

about and types of messages, 18.3.1

key words, creating, 18.3.1.1

partner commerce

partners, shopping for themselves, 12.3.1

Quotes screen without product catalog, using, 12.3.2.2.3

Siebel Agent Portal scenario, 20.6

Siebel Healthcare Provider Portal scenario, 22.6

Siebel PRM for Finance scenario, 21.6

Siebel Service Provider Portal scenario, 23.6

Partner communities, described, 8.3.2

partner companies, enrolling new

about and process steps, 5.7

channel partner, adding to an access group, 5.7.6

new delegated administrator, contacting about responsibilities, 5.7.8

new partner registration and enrollment, about, 5.1

partner company, assigning positions, 5.7.5

partner employees, types of and about, 5.7.7

prospective partners and their profiles, viewing, 5.7.1

responsibilities, about assigning and example, 5.7.4

partner company

access groups, adding to, 8.3.2

assessment, entering, 19.3

assessment, modifying and deleting, 19.3

attachments displaying, modifying, and deleting, 18.1.4

attachments entering, 18.1.4

contacts, assigning to, 8.2.6

customer accounts, assigning to, 8.2.5

customer accounts, modifying and deleting, 8.2.5

customer accounts, viewing all accounts, 8.2.5

enrolling and registering, about, 5.1

fund request, reviewing all fund requests for, 17.2.8

initiative, adding as participant in, 7.3.2.2

leads, assigning to, 9.2.1.2

manager, displaying your report’s leads, 9.2.3.3

Marketing Development Fund, adding to, 17.2.2.3

Marketing Development Fund, viewing attachments to fund request, 17.2.7.1

notes, entering, 18.1.7

notes, modifying and deleting, 18.1.7, 18.1.7

opportunities, manually assigning to, 8.2.1

opportunities, viewing all, 9.2.3.4

order, assigning to, 8.2.9

organization chart, creating, 18.1.8

organization chart, viewing and maintaining, 18.1.8

partner manager, about specifying, 5.7.3.2

partnership profile, entering or viewing, 18.1.1.2

price lists, about assigning to, 8.3.4

profile, entering or viewing, 18.1.1.1

profile, modifying, 18.1.1.1

registering, 5.7.3.3

service requests, about assigning to, 10.3.2.2

service requests, manually assigning to, 8.2.3

service requests, viewing, 8.2.4

partner company setup, about, 26.2

Partner Contacts view, accessing Siebel PRM, 18.1.5

partner employees

activities, assigning to, 8.2.7

activities, tracking, modifying, and deleting, 8.2.7

adding, about, 5.7.7

Agents Screen (Siebel Insurance Partner Manager), about and views, 20.3.5

Agents screen, about and views (list of), 20.7.2

contacts, assigning to, 8.2.6

contacts, modifying and deleting, 8.2.6

customer accounts, assigning to, 8.2.5

fund request, authorizing approval, 17.2.3.1

leads, assigning to, 9.2.1.2

opportunities, manually assigning to, 8.2.1

order, assigning to, 8.2.9

quotes, viewing, 8.2.8

service requests, about assigning to, 10.3.2.2

service requests, manually assigning to, 8.2.3

service requests, modifying and deleting, 8.2.3

Siebel PRM for Consumer Goods, about assigning partner information, 26.3

Partner Finder, using, 13.4.2

partner led sales scenarios

brand owner, leads created by and assigned to partner, 9.2.1

partner, leads created by and logged for tracking purposes, 9.2.3

Partner Manager

note, about viewing call reports, 21.5.1

Partner Manager for Financial Services, differences from Siebel Agent Portal, 20.3

Siebel Healthcare Partner Manager, differences from Siebel Partner Portal, 22.3.2

Siebel Healthcare Provider Portal, differences from Siebel Partner Portal, 22.3.1

Siebel Service Provider Portal, added screens, 23.3

partner operations administrator, about assigning partner company responsibilities, 5.7.4

Partner Operations screen

partner company service requests, viewing, 8.2.4

partner opportunities, using to view, 8.2.2

Partner Operations screen, views, added (list of), 20.3.4

partner opportunities

about viewing, 8.2.2

tracking, 9.2.1.4

partner organization, assigning price to, 8.3.4

partner performance

analyzing, description of ways, 19.1

assessments, about using to evaluate partner performance, 19.3

assessments, entering a partner company assessment, 19.3

assessments, modifying and deleting a partner company assessment, 19.3

CHAMP reports, about, 19.2

evaluating, about and example, 7.3.7

Oracle Business Intelligence Enterprise Edition, using to report partner performance, 19.5.1

reports, about, 19.2

reports, producing, 19.4

reviewing, 7.3.8

Siebel PRM reports, list of, 19.4

partner planning

action plan and resources, adding for objective, 7.3.3.6

action plan, defined, 7.3.3.6

defined and example, 7.3.3

new plan and highlights, adding, 7.3.3.2

notes, about adding, 7.3.4

notes, adding to plan, 7.3.4

objectives, about and entering plan objectives, 7.3.3.3

partner performance, about evaluating and example, 7.3.7

partner performance, reviewing, 7.3.8

revenue objective, associating an opportunity with, 7.3.3.5

Partner Portal

SPA claim, creating through, 15.4.3.1

See Siebel Partner Portal

Partner Profile form fields, table of, 18.1.1.1, 18.1.1.2

Partner Profile report, described, 19.4

partner profile, described, 18.1.1

Partner Progams

Eligibility Administration, 6.3

Partner Program

Setting up Partner Program application, 6.2.4

Partner Program Memberships, 6.6

Partner Programs

About, 6.1

adding literature, 6.2.5

applying to, 6.4

Process for setting up, 6.2

program tier groups, 6.2.7

relate programs, 6.2.6

Setting Up, 6.2

workflows, 6.7

Partner Programs Administration, 6

partner records, adding

new partner record, manually, 5.7.11.1

Web site, clicking Approve button, 5.7.11

Partner Report Card report, described, 19.4

partner scenarios

assets, assigned by brand owner, 10.5.2.1

assets, logging service requests against, 10.5.2.2

publishing service solutions, 10.7.2

viewing asset history, 10.5.2.3

Partner screen

Errors and Omissions insurance, entering information about, 20.7.1.2

licenses and appointments, entering and example, 20.7.1.3

new contract, entering, 20.7.1

views, adding (list of), 20.3.3

partner service requests

assigned by brand owner, 10.3.2.2

service request type described, 10.1

tracking, 10.3.2.4

ways to assign, 10.6.1

partners

call reports, viewing all, 20.5.1

campaigns, making campaign offers to, 11.3.1

claims, about assigning to, 20.5.2

claims, assigning to partner employee manually, 20.5.2

eNewsletters, sending to, 11.3.2

new partners, about adding, 20.4

new partners, about registering online and process, 20.4

opportunities, about assigning to, 8.2.1

partners, identifying other partners to work with, 13.4.2

Quotes screen without product catalog, using, 12.3.2.2.3

responsibilities, about defining, 3.8.2

service requests, about assigning to, 8.2.3

shopping by themselves, 12.3.1

Siebel PRM for Finance, about adding, 21.4

transactional data, about sharing with, 8.2

troubleshooting with SmartScripts, scenario, 10.7

viewing service requests, 10.3.2.3

Partners Activities view, using, 8.2.7

Partners Organization Analysis view, viewing Organization Analysis applet, 18.1.8

Partners screen

activities, about entering, 18.1.2

activity Plans, assigning to employees or partner employees, 18.1.2.1

attachments, sharing with partners, 18.1.4

partners, adding

Siebel Group Portal, differences in adding new partners, 24.5.1

Siebel Healthcare Provider Portal, about registering new partners, 22.4

Siebel Healthcare Provider Portal, differences in process from Siebel PRM, 22.4

Siebel Service Provider Portal, about registering new partners, 23.4

Siebel Service Provider Portal, differences in process from Siebel PRM, 23.4

partners, communicating with

Briefings, using, 18.3.2

partner alerts, about and types of messages, 18.3.1

partner alerts, creating partner alert key words, 18.3.1.1

partners, managing

Agents screen, about using to work with partner employees and views (list of), 20.7.2

certifying partners, about and process steps, 18.2

certifying partners, about certification templates, 18.2.2

certifying partners, checking partner’s progress, 18.2.5

certifying partners, creating certification metrics, 18.2.1

certifying partners, recording partner’s progress, 18.2.4

notes about partner company, entering, 18.1.7

notes about partner company, modifying and deleting, 18.1.7

partner agreements, entering, 18.1.3

partner agreements, modifying and deleting, 18.1.3

partner company attachments, displaying, modifying, and deleting, 18.1.4

partner company attachments, entering, 18.1.4

partner company organization chart, creating, 18.1.8

partner company organization chart, viewing and maintaining, 18.1.8

partner company profile, entering or viewing, 18.1.1.1

partner company profile, modifying, 18.1.1.1

partner management activity plans, displaying and deleting, 18.1.2.1

partner management activity plans, entering, 18.1.2.1

partner management activity, entering, 18.1.2

partner management activity, modifying, deleting, and displaying, 18.1.2

Partner screen, added views, 20.7.1

partnership contacts, about entering, 18.1.5, 18.1.6

partnership contacts, entering, 18.1.5, 18.1.6

partnership profile, entering or viewing, 18.1.1.2

Siebel Group Portal, features used to manage partners, 24.8

Siebel Healthcare Provider Portal, about managing, 22.7

Siebel PRM for Finance, about managing partners, 21.7

Siebel Service Provider Portal, about managing partners, 23.7

partners, sharing data with

call reports, about and uses for (Siebel PRM for Finance), 21.5.1

call reports, viewing a partners (Siebel PRM for Finance), 21.5.1

claim elements, about, 23.5.2

claim, assigning manually to a healthcare provider employee, 22.5.1

employee group administrator, assigning a group policy to, 24.6.1

employee group, sharing information about a provider with, 24.6.4

employer groups, about sharing group policies with employer groups, 24.6.1

facilities, about sharing information using the Provider Portal, 24.6.2

facilities, about sharing information with a group company, 24.6.2

facility, sharing information with a group employee, 24.6.2

healthcare facilities, about viewing information, 22.5.2

healthcare facilities, viewing information (procedure), 22.5.2

healthcare provider company, sharing information about a member, 22.5.3

healthcare provider employee, sharing information about a member, 22.5.3

healthcare providers, about sharing members with, 22.5.3

healthcare providers, viewing information about, 22.5.4

providers, about searching for, 24.6.5

referral request or authorization request, approving or declining, 22.5.5

referrals/authorizations, sharing with providers, 22.5.5

service providers, about sharing claims with, 23.5.1

service providers, sharing claims with (procedure), 23.5.1

Siebel Healthcare Provider Portal, about and types of data, 22.5

partners, sharing information with

automatic routing, about setting up, 3.8.5

partnership contacts

about entering, 18.1.5, 18.1.6

entering, 18.1.5, 18.1.6

partnership profile, described, 18.1.1

performance

analyzing, description of ways, 19.1

assessments, about using to evaluate partner performance, 19.3

assessments, entering a partner company assessment, 19.3

assessments, modifying and deleting a partner company assessment, 19.3

CHAMP reports, about, 19.2

Oracle Business Intelligence Enterprise Edition, using to report partner performance, 19.5.1

partner performance reports, about, 19.2

reports, producing, 19.4

Siebel PRM reports, list of, 19.4

personal policies, about entering quotes, 20.5.3

personalization

about, 3.5

factor determining data access, about, 5.5.6

Plan Objectives list, table of fields, 7.3.3.3

point-of-sales reports, and SPA claims, 15.4.3.1

policies

agent’s policies and quotes, viewing all, 20.5.3

group policies, about entering quotes, 20.5.3

households, assigning multiple policies to, 20.5.4

partner company’s auto policies and quotes, viewing (example), 20.5.3

partner company’s policies and quotes, viewing all, 20.5.3

personal policies, about entering quotes, 20.5.3

positions, assigning to the partner company, 5.7.5

PowerPoint, about generating presentation in, 9.7

presentations

about and example, 9.7

process steps, 9.7

price lists

partner companies, about assigning to, 8.3.4

partner organization, assigning to, 8.3.4

price lists for public sector service providers, creating, 28.4.4

private notes, about, 18.1.7

PRM Manager

about, 2.3

browsers, supported by, 2.4

Mobile Web Client, about using through, 2.5

screens and information shared with other applications, 2.3.1

screens, specific to, 2.3.2

PRM Portal

browsers supported by, 2.4

high and low interactivity, about configuring, 3.3

levels of access, 5.1

new service request, partner entering, 10.3.2.3

scenario, brand owner tracking service request, 10.3.1.5

scenario, partner assigning service request, 10.3.1.2

scenario, partner entering service request, 10.3.1.1

scenario, partner fulfilling service request, 10.3.1.3

scenario, partner managers tracking service request, 10.3.1.4

scenario, partner-led requests, 10.3.1

scenarios, collaborative customer service requests, 10.4

products for public sector service providers, creating, 28.4.3

Profile view, viewing information in the Contact and Account screens, 21.3.1

proposals

about and example, 9.7

process steps, 9.7

prospective partners, viewing, 5.7.1

providers, about searching for, 24.6.5

PUB Create Order workflow, 28.9.1

public sector providers

accepting orders, 28.6.3

adding, 28.5.1

adding addresses for, 28.7.1

checking the status of orders, 28.6.5

creating price lists for, 28.4.4

creating products for, 28.4.3

creating referral orders, 28.6.1

entering agreements with, 28.5.6

entering initial inventory, 28.5.7

managing inventory, 28.6.4, 28.8.1

managing profiles, 28.5.3, 28.5.4

putting orders on waiting lists, 28.6.3

referring cases to, 28.6

rejecting orders, 28.6.3

setting up, 28.5

specifying price lists for, 28.5.5

submitting referral orders, 28.6.2

updating orders, 28.7.2

viewing agreements, 28.8.3

viewing orders, 28.7.2, 28.8.2

public sector service providers, managing, 28.1

public users

described and access to PRM Portal, 5.1

home page, described and example, 5.3

purchasing, about and support of the ordering process, 25.4

putting orders on a waiting list for public sector providers, 28.6.3

Q

Quantity metric, defined, 7.3.3.3

quotes

agent’s policies and quotes, viewing all, 20.5.3

agreements, ways to associate quotes with, 25.5

group policies, about entering quotes for, 20.5.3

partner company’s auto policies and quotes, viewing (example), 20.5.3

partner company’s policies and quotes, viewing all, 20.5.3

partner employee, viewing quotes of, 8.2.8

personal policies, about entering quotes for, 20.5.3

Quotes screen

without product catalog, using, 12.3.2.2.3

R

referential data, described, 3.8.3

referrals

referral request, approving or declining, 22.5.5

sharing with healthcare providers, 22.5.5

referring cases to public sector providers, 28.6

registering

individual partners, about thanking for registering, 5.5.7

new partners, about, 5.1, 20.4

new partners, about registering online and process, 20.4

potential partners, about applying online and steps (Siebel PRM for Finance), 21.4

rejecting orders for public sector providers, 28.6.3

reports

CHAMP, about, 19.2

Oracle Business Intelligence Enterprise Edition, using to report partner performance, 19.5.1

partner performance reports, about, 19.2

reports, producing, 19.4

Siebel PRM reports, list of, 19.4

SPA claim report, submitting, 15.4.3.1

responsibilities

factor determining data access, about, 5.5.6

partner company, assigning and example, 5.7.4

partner, about defining, 3.8.2

revenue objective, associating with opportunity, 7.3.3.5

S

sales

Siebel Agent Portal scenario, 20.6

Siebel Healthcare Provider Portal scenario, 22.6

Siebel PRM for Finance scenario, 21.6

Siebel Service Provider Portal scenario, 23.6

sales manager

your report’s leads, displaying, 9.2.3.3

scenario for using Siebel Public Sector to work with service providers, 28.3

scenarios

collaborative selling, brand owner identifies lead and works with partner in joint selling effort, 9.3.1

collaborative selling, partner identifies lead and transfers it to the brand owner, 9.3.3

deal registrations, 16.2

design programs, 14.2, 14.3

forecasting, about and options, 9.5

partner creating design program, 14.2

partner identifies lead and works with brand owner in joint selling effort, 9.3.2

partner led sales, leads created by brand owner and assigned to partner, 9.2.1

partner led sales, leads created by partner and logged for tracking purposes, 9.2.3

problem solving with SmartScripts, 10.7

Special Pricing Authorization, 15.2

vendor creating design program, 14.3

searching for health facilities, about, 24.6.5

seed data, about defining partner responsibilities, 3.8.2

Self-registered Partner Agent

responsibility visibility to views, note, 5.5.6.2

views available to individual partner, showing, 5.5.6.2

service

agreements, about associating with service items, 25.5

Siebel Agent Portal scenario, 20.6

Siebel Healthcare Provider Portal scenario, 22.6

Siebel PRM for Finance scenario, 21.6

Siebel Service Provider Portal scenario, 23.6

service agreements, distinction from partner agreements, 18.1.3

Service Provider Portal

See Siebel Service Provider Portal

service providers

claims, about sharing with, 23.5.1

claims, sharing with (procedure), 23.5.1

service requests

assignment, responding to, 10.6.1

new service request, entering through PRM portal, 10.3.2.3

partner company, manually assigning to, 8.2.3

partner employee, manually assigning to, 8.2.3

partner employee, modifying and deleting, 8.2.3

partner service requests, viewing, 8.2.4

partner, about assigning to, 8.2.3

partner’s service requests, tracking, 10.3.2.4

types of, 10.1

service requests, scenarios

brand owner assigns service request to partner, 10.3.2.2

brand owner entering service requests, 10.3.2.1

brand owner trackers partner service request, 10.3.2.4

brand owner tracking service requests, 10.3.1.5

collaborative customer service requests, 10.4

partner managers tracking service requests, 10.3.1.4

partner-led requests, 10.3.1

partners assigning service requests, 10.3.1.2

partners entering service requests, 10.3.1.1

partners fulfilling service requests, 10.3.1.3

viewing through PRM Portal, 10.3.2.3

Service screen

partner service requests, viewing, 8.2.4

service solutions, publishing, 10.7.2

setting up

access groups and categories, about and example, 3.8.3

CHAMP, about using, 3.8.7

organizations, about dividing your business into, 3.8.1

partner companies and employee, about adding, 3.8.6

partner responsibilities, about defining, 3.8.2

process steps, 3.8

sharing information, about, 3.8.5

Setting up a program account’s first snapshot, 17.3.8

setting up public sector providers, 28.5

shared notes, about, 18.1.7

Ship from Stock and Debit

See Special Pricing Authorization

Siebel Agent Portal

about and set up process, overview, 20.1

Partner Manager for Financial Services, differences in, 20.3

Partner Operations screen, added views (list of), 20.3.4

Partner screen, added views (list of), 20.3.3

scenarios, 20.6, 20.6

Siebel Insurance Partner Manager home page, about and screens, 20.3.2

Siebel Partner Portal, home page screen differences, 20.3.1

Siebel PRM, differences from, 20.2, 28.2

Siebel Application Integration (EAI), about integrating third-party credit system, 25.6

Siebel Assignment Manager, assigning to assign service requests, 10.6.1

Siebel Briefings, using to communicate with partners, 18.3.2

Siebel Cross-Industry PRM

about and setting up, 27.1

Siebel PRM, feature differences, 27.2

Siebel Group Portal

about and setting up process, 24.1

delegated administrator, about adding, 24.5.2

employee group, sharing information about a provider with, 24.6.4

employer group administrator, assigning a group policy to, 24.6.1

employer groups, about sharing group policies with employer groups, 24.6.1

facilities, about sharing information, 24.6.2

facilities, about sharing information with a group company, 24.6.2

facility, sharing information with a group employee, 24.6.2

Group Administrator, tasks and views (table), 24.4

group members, viewing information about, 24.6.3

health facilities, about searching for, 24.6.5

partners, about features used to manage partners, 24.8

providers, about searching for, 24.6.5

Siebel Healthcare Partner Manager, about and responsibilities, 24.3.2

Siebel Partner Portal, added screens, 24.3.1

Siebel PRM, differences from features in, 24.2

Siebel PRM, differences in adding new partners, 24.5.1

Siebel Healthcare Partner Manager, about using and responsibilities, 24.3.2

Siebel Healthcare Provider Portal

about and setting up overview, 22.1

claim, assigning to a employee manually, 22.5.1

healthcare facilities, about viewing information, 22.5.2

healthcare facilities, viewing information (procedure), 22.5.2

healthcare provider company, sharing information about a member with, 22.5.3

healthcare provider employee, sharing information about a member with, 22.5.3

healthcare providers, about sharing members with, 22.5.3

healthcare providers, viewing information about, 22.5.4

new partners, about adding, 22.4

new partners, differences from process in Siebel PRM, 22.4

partners, about managing, 22.7

partners, about sharing data with, 22.5

referral request or authorization request, approving or declining, 22.5.5

referrals/authorizations, sharing with providers, 22.5.5

scenarios, 22.6

Siebel Healthcare Partner Manager, differences in, 22.3.2

Siebel Partner Portal and Partner Manager, differences in, 22.3.1

Siebel PRM, differences from, 22.2

Siebel Insurance Partner Manager

Agents screen, added views (list of), 20.3.5

home page, about and screens, 20.3.2

Partner Operations screen, added views (list of), 20.3.4

Partner screen, added views (list of), 20.3.3

Siebel Service Provider Portal, about using and configuring, 23.3.2

Siebel Mobile Web client

PRM Manager, about using through, 2.5

Siebel Order Management, about associating information with the order, 25.5

Siebel Partner Manager

See Partner Manager

Siebel Partner Portal

Siebel Agent Portal, home page differences, 20.3.1

Siebel Finance Partner Manager, about, 21.3.2, 28.2.1.1, 28.2.1.2

Siebel Group Portal, added screens, 24.3.1

Siebel Healthcare Partner Manager, differences from Partner Manager, 22.3.2

Siebel Healthcare Provider Portal, differences from Partner Manager, 22.3.1

Siebel PRM for Finance screens, about, 21.3.1

Siebel Service Provider Portal, added screens, 23.3.1

Siebel Partner Portal, views to view contact and profile information, 21.3.1

Siebel Partner Relationship Management Administration

See individual Siebel PRM entries

Siebel PRM for Communications, Media, and Energy

account structures, support of, 25.3

agreements, about associating with service items, 25.5

agreements, using with partners (list of), 25.5

agreements, ways to associate with quotes or orders, 25.5

complex ordering process, support of, 25.4

credit management, support for, 25.6

fraud management, support for, 25.7

setting up process, overview, 25.1

Siebel PRM, feature differences, 25.2

Siebel PRM for Consumer Goods

about, 26.1

high interactivity and standard interactivity, about, 26.4

partner company setup. about, 26.2

partner employees, about working with, 26.3

screens, accessing full range of, 26.1

Siebel PRM for Finance

about and set up process, overview, 21.1

call reports, about and uses for, 21.5.1

call reports, viewing for a partner, 21.5.1

new partners, about adding, 21.4

Partner Portal Profile views mapped to Partner Manager views (table), 21.3.1

partners, about managing, 21.7

potential partners, applying online, about and steps, 21.4

scenarios, 21.6

Siebel Finance Partner Manager, about, 21.3.2, 28.2.1.1, 28.2.1.2

Siebel Partner Portal screens, about, 21.3.1

Siebel PRM, differences from, 21.2, 28.2

Siebel Public Sector Provider Portal

differences from Siebel PRM, 28.2

differences in business use, 28.2

differences in managing partners, 28.2

entering users, 28.5.2

ingegrating with provisioning systems, 28.4.1

integrating with contract management systems, 28.4.1

integrating with external applications, 28.4.1

modifying values in dialog boxes, 28.4.2

modifying values in lists, 28.4.2

modifying values in picklists, 28.4.2

scenario for using, 28.3

tasks for setting up, 28.4

Siebel Service Provider Portal

about and setting up process, 23.1

adding new partners, about and registering, 23.4

claim elements, about, 23.5.2

partners, about managing, 23.7

partners, difference in adding process from Siebel PRM, 23.4

scenarios, 23.6

service providers, about sharing claims with, 23.5.1

service providers, sharing claims with (procedure), 23.5.1

Siebel Insurance Partner Manager, about using and configuring, 23.3.2

Siebel Partner Portal, added screens, 23.3.1

Siebel PRM, differences from, 23.2

Siebel Wireless client, about using Siebel PRM, 2.6

SmartScripts

publishing, 10.7.3

service request scenario, 10.7.1

troubleshooting scenarios, 10.7

SPA

See Special Pricing Authorization

SPA claims

See Special Pricing Authorization

Special Pricing Authorization

activating HTIM SPA workflows, 15.3.1, 15.3.2

defined and conditions, 15.1

point-of-sales reports and SPA claims, 15.4.3.1

scenario, 15.2

setting up SPA approval workflow, 15.3.1

setting up SPA price lists, 15.3.3

SPA claim report, submitting, 15.4.3.1

SPA claim, creating through Partner Portal, 15.4.3.1

SPA claim, validating (supplier), 15.4.4

SPA claims, submitting (distributor), 15.4.3

SPA quote, reviewing an agreement, 15.4.2

SPA quote, reviewing, approving, or rejecting, 15.4.2

SPA reports and SPA claims, 15.4.3.1

submitting SPA quotes, 15.4.1

workflows, 15.5.1, 15.5.2

specifying price lists for public sector providers, 28.5.5

standard interactivity, about and Siebel PRM for Consumer Goods, 26.4

Status field, using to review fund request, 17.2.9

supplier book price reductions

about, 15.1

suppliers

SPA claim, validating, 15.4.4

SPA quote, reviewing an agreement, 15.4.2

SPA quote, reviewing, approving, or rejecting, 15.4.2

SWIPUBSendOrder workflow, 28.9.2

T

templates

certification templates, about, 18.2.2

transactional data, sharing data with partners

activities, assigning to partner employee, 8.2.7

activities, tracking, modifying, and deleting, 8.2.7

contacts, assigning to partner company, 8.2.6

contacts, assigning to partner employee, 8.2.6

contacts, modifying and deleting, 8.2.6

customer accounts, assigning to a partner company, 8.2.5

customer accounts, assigning to partner employee, 8.2.5

customer accounts, modifying and deleting, 8.2.5

customer accounts, viewing all account of partner company, 8.2.5

described, 3.8.3

individual, assigning to and not organization, 8.2

opportunities, about assigning to, 8.2.1

opportunities, manually assigning to partner company, 8.2.1

opportunities, manually assigning to partner employee, 8.2.1

opportunities, modifying and deleting, 8.2.1

order, assigning to partner company, 8.2.9

order, assigning to partner employee, 8.2.9

partner service requests, viewing, 8.2.4

partner’s opportunities, about viewing, 8.2.2

partners, about sharing with, 8.2

quotes, viewing of partner employee, 8.2.8

service requests, about assigning to, 8.2.3

service requests, manually assigning to partner company, 8.2.3

service requests, manually assigning to partner employee, 8.2.3

service requests, modifying and deleting, 8.2.3

U

updating orders for public sector providers, 28.7.2

V

viewing agreements for public sector providers, 28.8.3

viewing orders for public sector providers, 28.7.2, 28.8.2

views

individual partner, showing views available, 5.5.6.2

visibility, using Self-registered Partner Agent, note, 5.5.6.2

W

Word, about generating proposals in, 9.7

WordPro, about generating proposal in, 9.7

workflows

HTIM MDF Period Ending Process, 17.3.14

PUB Create Order workflow, 28.9.1

SPA quote approval, 15.5.1, 15.5.1

SPA validate claim items, 15.5.2

SWIPUBSendOrder workflow, 28.9.2