Tasks for Setting Up Siebel Public Sector to Work with Service Providers

The tasks for setting up Siebel PRM in "Process of Setting Up Siebel PRM" generally apply to the public sector, but there are also the following added or modified tasks:

• "Integrating Siebel Public Sector Provider Portal with External Applications"

• "Modifying Lists of Values for Managing Public Sector Providers"

• "Creating Products for Public Sector Service Providers"

• "Creating Price Lists for Public Sector Service Providers"

• "Activating or Inactivating Navigation Links for the Service Provider Portal"

Integrating Siebel Public Sector Provider Portal with External Applications

For general information about integrating Siebel PRM with external applications, see Chapter 4, "Setting Up Application Services Interfaces for Siebel PRM."

The following types of integration are specific to Siebel Public Sector Provider Portal.

Integrating with External Procurement Applications

Information is sent to an external procurement application when you submit a referral order to a service provider, as described in "Submitting Referral Orders".

You must modify the SWISendOrder workflow to integrate with an external procurement application. For more information, see "SWIPUBSendOrder Workflow".

To implement the functionality for submitting referral orders, administrators can integrate Siebel Public Sector with Oracle Application Integration Architecture. This integration facilitates the transfer of referral order data between Siebel Public Sector and Oracle Application Integration Architecture. To integrate Siebel Public Sector with Oracle Application Integration Architecture, use the Oracle Application Integration Architecture Foundation Pack. For more information, see the documentation set for the Oracle Application Integration Architecture Foundation Pack.

Oracle Application Integration Architecture is a set of products that enables you to set up and orchestrate cross-application business processes so that multiple applications can work together. After referral order data for a benefit is forwarded to Oracle Application Integration Architecture, Oracle Application Integration Architecture forwards the referral order data to a procurement application, and consequently the order is fulfilled. The procurement application returns fulfillment data, such as the status of the referral order, to Siebel Public Sector through Oracle Application Integration Architecture.

Integrating with Contract Management Systems

You can use the Agreements view of the Service Providers screen to add agreements with the service provider manually, as described in "Adding Agreements with Service Providers". It is also possible to integrate Siebel Public Sector with third-party contract management systems using Web services. For more information, see Siebel CRM Web Services Reference.

Modifying Lists of Values for Managing Public Sector Providers

There are two sets of UI elements that you must add values to:

• Multivalue groups

• Picklists

Modifying Values in Multivalue Groups

You can add values to multivalue groups, which are displayed in the dialog boxes that service providers use to choose certain options, so all service providers choose from the same list of values. For example, add values displayed in the dialog box that service providers use to choose which religions they can accommodate, so that every service provider chooses from the same list of religions.

It is recommended that you enter the values that you want displayed in the following dialog boxes in the Service Providers screen, Profile view:

• Languages

• Food

• Expertise

• Religions

To add values to dialog boxes  

1. Navigate to the Service Providers screen, then Profile view.

2. For each field, click the Multiple Select button to display the dialog box.

3. In the dialog box, click New to add new records, and complete the necessary fields.

Modifying Values in Picklists

You can change values in picklists that you use to choose certain options, to suit your business model. For example, change the values available in the Type field of the Agreement record, so that it lists the types of agreements that you have with your service providers.

It is recommended that you modify the values in the picklists in the fields shown in Table 28-1. You might also need to modify the values in other picklists, depending on your business model.

Table 28-1 Fields with Picklists Recommended to be Changed

Screen and View	Field	Type Code in List Of Values Administration
Agreements screen, Agreement List	Type	AGREEMENT_TYPE
Agreements screen, Agreement List	Status	SRV_AGREE_STATUS
Service Providers screen, Assets view	Status	IMPL_PHASE
Service Providers screen, Service Providers Form	Stage	PARTNERSHIP_STAGE
Service Providers screen, Service Providers Form	Status	ACCOUNT_STATUS

For more information about modifying picklists, see Siebel Applications Administration Guide.

To modify values in picklists  

1. Navigate to the Data screen, then List of Values view.

2. In the List of Values list, in the Type field, query for the type code that you want listed in Table 28-1.

3. Add, modify, and delete records, so that there is one record with that type code for each option to be displayed in the picklist.

   The Type field of the record must have the type code for the field, and the Display Value field of the record must have an option displayed in the picklist.

4. Click Clear Cache.

Creating Products for Public Sector Service Providers

You must use the Administration - Product screen to create products representing the resources that your service providers provide. Some examples of typical products are Foster Care Standard Bed, Lightweight Wheelchair, and Senior Home - One Bedroom. It is recommended that you create a standard set of products to be used by all of your service providers. For information about creating products, see Siebel Product Administration Guide.

When you create products, you can also create product types, which are categories of products used for your own record keeping. Some examples of typical product types used to work with service providers are Drug Counseling, Job Training, Wheelchair, Foster Care Bed, and House Cleaning Service.

Also, when you create products, you can create product classes and attributes, and then you can associate those attributes with a product class. For example, you can create a child care product class. Then you can create an age group attribute with values that could include infant, toddler, pre-school, and kindergarten. You can then associate the child care product with the age group attribute. For more information about creating product classes and attributes, see Siebel Product Administration Guide.

To make products visible to service providers, you must associate the products with a catalog and associate the catalog with the access group for the service provider. For more information about working with catalogs, see Siebel Order Management Guide.

Creating Price Lists for Public Sector Service Providers

Price lists are used differently for working with public sector providers than they are in Siebel PRM. You must associate each public sector provider with a price list to specify the prices that it charges for each service that it provides. For more information, see "Specifying Price Lists for Service Providers".

You can create standard price lists in advance, with prices that you would expect to be used by many service providers. You can also create price lists based on prices that you negotiate with a specific service provider. Siebel Pricer calculates the prices for the products from each service provider, calculating how much the government pays to the service provider, and how much the citizen pays to the government, if anything.

For more information about creating price lists, see "Creating Price Lists for Siebel PRM" and Siebel Pricing Administration Guide.

Activating or Inactivating Navigation Links for the Service Provider Portal

Navigation links are displayed on the Home Page of the Service Provider Portal and allow service providers to access the most important screens of the portal. This procedure tells you how to display the links that are appropriate for the Service Provider Portal.

To activate and inactivate navigation links for the Service Provider Portal 

1. Log into the Siebel Business application.

2. Navigate to the Administration - Application screen, then the Navigation Links view.

3. To inactivate navigation links that are not appropriate for service providers:

   1. Query for the navigation links Request Collaboration, My Opportunities, My Customer Service Request, and Request Funds.

   2. For each, set the Active flag to N, and save the record.

4. To activate navigation links that are appropriate for service providers:

   1. Query for the navigation links Service Orders, Agreements, Cases, Manage Profile, and Assets.

   2. For each, set the Active flag to Y, if it is not already Y, and save the record.

5. Log into the Service Provider Portal to confirm that only the links you have selected are displayed.