Adding New Partners

Chapter 5, "Working with New Partners," describes a process of adding new partners.

In Siebel PRM, individuals and companies typically apply to become partners by registering at the Siebel Partner Portal. When they register, they enter information that is stored in a Prospective Partner record. When the financial institution approves them, the Prospective Partner record is converted to a Partner record.

In the financial industry, depending on your business model, you might or might not want to allow individuals or companies to apply online to become your partners.

If you allow potential partners to apply online, follow the process of adding new partners that is described in Chapter 5, "Working with New Partners."

If you do not allow potential partners to apply online, the information about Registering Individual Partners in the Chapter 5, "Working with New Partners," does not apply to you.

In addition, if you do not allow potential partners to apply online, you use a different process to add new partners than the process described in Chapter 5, "Working with New Partners." In this chapter, the enrollment process begins with the following two steps:

• "Displaying and Assessing Prospective Partner Companies". Begin by displaying the list of prospective partners recruited through the Web and deciding which to approve as partners.

• "Adding a Partner Record by Qualifying a Partner Company". You typically add a Partner record by qualifying a prospective partner in this list.

These two steps do not apply if the partner did not register on line, and they must be replaced by the following:

• Recruit new partners. Recruit partners in the same ways that you have in the past, without using Siebel PRM for Finance.

• Add a Partner record. Add a record for the new partner directly in the Partner Administration screen, in the Approved Partner view, or import the partner record using EIM. For information about adding a new Partner record directly, see "Other Ways of Adding Partner Records".

• Click Register to create the partner organization. This is similar to the task described in "Registering the Partner Company" except that you can choose a parent organization for the new partner, rather than just being able to choose a parent division.

• After registering, the rest of the process of adding a new partner in Siebel PRM for Finance is similar to Siebel Partner Portal, as described in "Process of Enrolling a New Partner Company".

  
  

  Note: When you add a record in the Approved Partner view, you have not yet created the partner company. You have just added an Account record with Partner in the Partner Type field. You create the partner company when you click Register, creating an Organization record representing the partner in addition to the Account record.