Siebel Public Sector Guide > Managing Benefits Cases >

Updating Contact Records

When agents upload an application, they distribute the data in the application to the appropriate data fields for contacts. After application upload, agents might want to change or add information for contacts. For more information about managing contact information, see Siebel Applications Administration Guide.

You can update basic information about contacts, such as addresses and phone numbers, in contact records, and you can update related contact information about expenses, income, financial assets, and relationships using the views that are associated with the contact record. For example, the Relationship Hierarchy view provides a graphical hierarchy of the contact relationships.

This task is a step in Roadmap for Managing Benefits Cases.

To update contact records

1. Navigate to the Contacts screen, then the Contacts List view.
2. Drill down on the Last Name field of the contact.
3. Update the necessary information in the Contact form.
4. To update more information, complete the following steps:
   1. Navigate to the More Info view to update additional fields for the contact.
   2. Navigate to the Expenses view to update expense information for the contact, such as mortgages, rent, and utilities.

      You can assign a household expense to any contact in the household. For convenience, you might decide to assign a household expense that applies to all contacts to the primary contact for that household.

   3. Navigate to the Income view to update income information for the contact, such as salaries, commissions, and pensions.
   4. Navigate to the Financial Assets view to update information about the financial assets for the contact, such as bank accounts, stocks, and bonds.