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
- categories
-
- defined, 3.8.3
- literature, associating with using Literature Administration screen, 8.3.3
- master data, about adding to categories, 8.3.3
- master data, about sharing with partner companies, 8.3.1
- certifying partners
-
- about and process steps, 18.2
- certification metrics, creating, 18.2.1
- certification templates, about, 18.2.2
- partner’s progress, checking, 18.2.5
- partner’s progress, recording, 18.2.4
- Channel and Alliance Management Process. See CHAMP planning
-
- business scenario, 7.2
- CHAMP metrics, about, 7.3.1
- CHAMP metrics, about creating, 3.8.7
- CHAMP metrics, viewing, 7.3.1.1
- initiative, adding, 7.3.2.1
- initiative, adding partner company as participant in, 7.3.2.2
- initiatives, defined, 7.3.2
- process steps, 7.3
- reports, about, 19.2
- channel partner company, adding to access group, 5.7.6
- checkbook, viewing, 17.2.10
- checking the status of orders to public sector providers, 28.6.5
- claims
-
- claim elements, about, 23.5.2
- healthcare provider employee, assigning claims to manually, 22.5.1
- partner employee, assigning claims to manually, 20.5.2
- partners, about assigning claims to, 20.5.2
- service provider employee, assigning a claim to manually, 23.5.1
- service providers, about sharing claims with, 23.5.1
- collaborative marketing
-
- campaigns, managing, 11.2.2
- planning, 11.2.1
- collaborative selling, scenarios
-
- lead, brand owner identifies and works with partner in joint selling effort, 9.3.1
- lead, partner identified and transfers to brand owner, 9.3.3
- lead, partner identified and works with brand owner in joint selling effort, 9.3.2
- communicating with partners
-
- 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
- company partner, described and access to PRM Portal, 5.1
- competitive pricing, about, 15.1
- configuring high and low interactivity, about, 3.3
- consumer goods
-
- See Siebel PRM for Consumer Goods
- contacts
-
- modifying and deleting, 8.2.6
- partner company, assigning to, 8.2.6
- partner employee, assigning to, 8.2.6
- Contacts view, using, 8.2.6
- contract, entering a new contract, 20.7.1
- contracts
-
- partnership contracts, about entering, 18.1.5, 18.1.6
- partnership contracts, entering, 18.1.5, 18.1.6
- creating price lists for public sector service providers, 28.4.4
- creating products for public sector service providers, 28.4.3
- creating referral orders for public sector providers, 28.6.1
- creating submitting orders for public sector providers, 28.6.2
- credit alert, defined, 25.6
- credit management, support for, 25.6
- credit threshold, about, 25.6
- customer accounts
-
- modifying and deleting, 8.2.5
- partner company, assigning to, 8.2.5
- partner company, viewing all accounts, 8.2.5
- partner employee, assigning to, 8.2.5
- customer service requests, service request type described, 10.1
- customer service, collaborative scenarios
-
- brand owner assigns service request to employees, 10.4.2.2
- brand owner responds to service request, 10.4.1.3
- brand owner tracks employees work, 10.4.2.4
- employees tracking service requests, 10.4.2.3
- partner logs service request, 10.4.1.1
- partner logs service requests, 10.4.2.1
- partners use self-help screen, 10.4.1.2
- customers, shopping for, 12.3.2.2.3
- customizing Siebel PRM, about, 3.5
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
- login page, about and screen example, 2.2.1
- 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