Siebel Public Sector Guide > Administering Benefits Cases > Process of Configuring Appeal Cases >

Setting Up Format in Snapshot Files for Appeal Cases

When users create an appeal case, a snapshot file is automatically created in the Attachments view for the evidence record of that case. This snapshot file contains the field values for the original case, for the active benefit plans that are associated with that case, and for the benefits that are associated with those benefit plans.

NOTE:  It is recommended that you make sure that BIP reports function correctly in your environment before you set up a BIP format for the snapshot file.

This task is a step in Process of Configuring Appeal Cases.

If Oracle Business Intelligence is not integrated with Siebel Public Sector, then administrators can set up an XML format for this snapshot file.

To set up the format in snapshot files for appeal cases

1. Navigate to the Administration - Application screen, then the System Preferences view.
2. Select the record with the PUB Appeal Case Snapshot Type system preference name.
3. Change the System Preference Value field as follows:
   • To set up an XML format in snapshot files, enter XML.

     The default value for this field is XML.

   • To set up a BIP format in snapshot files, enter BIP.
4. To implement your change, re-start the Siebel Server.

Setting Up Format for BIP Reports

If Oracle Business Intelligence is integrated with Siebel Public Sector, then administrators can set up a BIP (Business Intelligence Publisher) format for this snapshot file. BIP formats include PDF, HTML, and Microsoft Word.

To set up a format for the BIP report

1. Navigate to the Administration - BI Publisher Reports screen, then the Reports - Standard Templates view.
2. Select the record with Appeal Report in the Report Name field and AppealsReport in the Template field.
3. In the Output Type field, select a format for the BIP report.
4. Click Upload Files.