Support for Credit Management

If customers are late in paying their bills or have not paid their bills in full, their accounts are flagged by a third-party credit system, which you can integrate with Siebel PRM for CME using Siebel's Enterprise Application Integration (EAI) module. The rules for detecting late payment or nonpayment are defined in the credit system. Siebel PRM for CME can interpret late payment or nonpayment messages that the credit system generates.

As a basis for credit management, Siebel PRM for CME provides information in the form of credit alerts. A credit alert is a Siebel PRM for CME credit record that can be generated by messages from a back-office credit management system when a customer breaches a credit threshold. It can also be generated manually by a customer request or by the initiative of a customer service representative (CSR). Credit alerts can be resolved through a variety of means, such as customer payment of the outstanding amount, adjustments to a customer account to correct an erroneous billing, and an agreement with a customer for a payment arrangement plan.

The screens and views of the Partner Manager used for credit management are identical to those used for this purpose in Siebel Communications, Siebel Media, and Siebel Energy.

The comparable screens and views of the Partner Portal support corresponding functionality for your partners. For more information, see Siebel Communications Guide or Siebel Energy Guide.