Differences Between Siebel Public Sector and Siebel PRM

This chapter covers only the features of Siebel Public Sector used for managing service providers that are different from the features of Siebel PRM.

Differences that apply to the entire book are:

• Terminology. The chapters about Siebel PRM in this book use the terms brand owner, partner, and customer. In Siebel Public Sector, these terms have the following meanings:

  • Brand owner refers to the public agency.

  • Partner refers to the service provider.

  • Customer refers to the contact or citizen who receives social services.

• Cross-references. This book often refers to Siebel Applications Administration Guide for more information. For Siebel Public Sector, in addition to this book, see Siebel Public Sector Guide.

Differences in Managing Service Providers and in the Siebel Public Sector Provider Portal

Chapter 2, "About Siebel PRM," describes the PRM-specific screens of the Siebel Partner Manager and the screens of the Siebel Partner Portal used by Siebel PRM. There are a number of differences in the Siebel Public Sector screens used for managing service providers and in Siebel Public Sector Provider Portal.

Siebel Public Sector Screens for Managing Service Providers

In addition to the screens of Siebel PRM, Siebel Public Sector has the following new or modified screens and views used for managing service providers:

• Service Providers screen. The Service Providers screen is similar to the Partners screen in Siebel PRM. Many of the views in this screen are used in the same way as the equivalent view of the Partners screen in Siebel PRM, so their use is not described in detail in this chapter. Some views are new or modified for Siebel Public Sector, and they are described in this chapter. The similar and modified views are:

  • Providers Home. Similar to the Partners Home view in Siebel PRM.

  • Service Provider List. Similar to the Partners List view in Siebel PRM, but with the following major changes:

    • The Sales Team field is renamed the Team field, and it is used in the same way to determine who has access to this Service Provider record.

    • The Price List field is used to choose the Price List for the providers services, as described in "Specifying Price Lists for Service Providers".

  • More Info. Similar to the More Info view in Siebel PRM.

  • Activities. Similar to the Activities view in Siebel PRM.

  • Activity Plans. Similar to the Activity Plans view in Siebel PRM.

  • Addresses. Allows you to add multiple addresses for the service provider. For more information, see "Adding Addresses for Service Providers".

  • Agreements. Lists all agreements with the service provider. For more information, see "Adding Agreements with Service Providers".

  • Assets. Allows the agency to add the initial inventory of assets and to view the currently available assets at the service provider. For more information, see "Adding the Initial Inventory for Service Providers".

  • Attachment. Similar to the Attachments view in Siebel PRM.

  • Logos. Similar to the Logos view in Siebel PRM.

  • Notes. Similar to the Notes view in Siebel PRM.

  • Orders. Lists all referral orders of a service provider. For more information, see "Viewing and Updating Referral Orders".

  • Profile. Allows agencies to view and manage the service provider profile. For more information, see "Managing Service Provider Profiles".

• Other screens. In addition to the views of the Service Providers screen, the following view of another screen is useful in dealing with service providers:

  • Cases screen, Plans, Benefit Plans view. Used to create referral orders to refer benefits cases to service providers. For more information, see "Creating Referral Orders for Benefits".

Siebel Public Sector Provider Portal

Siebel Public Sector Provider Portal has the following new or modified screens:

• Home screen. Allows service providers to view referral orders that the agency has referred to them. For more information, see "Accepting or Rejecting Referrals (Service Provider)".

• Agreements screen. Allows service providers to view agreements to provide products that the agency has with them. For more information, see "Viewing Agreements (Service Provider)".

• Assets screen. Allows service providers to manage inventory. For more information, see "Managing Inventory for Accepted Referral Orders (Service Provider)" and "Managing Inventory (Service Provider)".

• Cases screen. Allows the agency and service provider to share information about cases. For more information, see "Sharing Information About Cases with the Agency (Service Provider)".

• Allows the agency to create referral orders for the benefits in a case. "Creating Referral Orders for Benefits".

• User Profile screen. Includes a Service Profile view that allows the service provider to manage its service profile, indicating the accommodations it provides. For more information, see "Managing Service Provider Profiles (Service Provider)".

Differences in Business Use Between Siebel PRM and Siebel Public Sector

Chapter 8, "Sharing Data with Partners," discusses how to share transactional data and master data with your partners using Siebel PRM. Most of these methods of sharing data do not apply to the public sector.

Several chapters of this book describe possible scenarios that illustrate the ways the brand owner and partner company might work together using Siebel PRM, including:

• Chapter 9, "Managing Sales with Siebel PRM"

• Chapter 10, "Managing Service Requests with Siebel PRM"

• Chapter 11, "Managing Marketing Campaigns with Siebel PRM"

• Chapter 12, "Managing Partner Commerce"

The scenarios illustrate many possible uses of Siebel PRM. These scenarios generally do not apply to the public sector. The methods of sharing data and of working together that are most commonly used in the public sector are discussed in the following topics:

• "Process of Referring Benefits Cases to Service Providers"

• "Agency Tasks"

• "Service Provider Tasks"