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E24814-01
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Seed Data for Siebel Financial Services

This topic contains information for Siebel Financial Services applications that differs from the information in Appendix B, "Seed Data" or that otherwise warrants mention. In this topic, the term Siebel Financial Services customer applications represents the group denoted as customer applications in Table C-1, "Siebel Financial Services Applications".

The differences in the seed data provided with Siebel Financial Services applications are described in the following topics:

Seed Users

Table C-4, "User Seed Data Field Values" shows modifications to the seed nonemployee User records that are provided with Siebel Financial Services applications.

The GUESTCP seed User record, which is documented in Appendix B, "Seed Data", functions as the anonymous user for Siebel Financial PRM, the partner application in Siebel Financial Services. The responsibility of the GUESTCP seed User record provides views for anonymous browsing, and the responsibility in its New Responsibility field provides views for users who self-register.

Table C-4 User Seed Data Field Values

Last Name First Name User ID Responsibility New Responsibility Used by These Applications

Customer

Guest

GUESTCST

Unregistered Customer

Registered Customer

Siebel Financial Services customer applications

Guest

ERM

GUESTERM

ERM AnonUser


Siebel Financial Services ERM


Seed Responsibilities

Table C-5 lists additional seed responsibilities that are provided with Siebel Financial Services applications. Although the seed responsibilities are also included with Siebel Financial Services applications, those responsibilities do not include views specific to Siebel Financial Services applications.

No additional seed responsibilities are provided for registered partner users of Oracle's Siebel Financial PRM. You must build responsibilities for registered partner users based on their various business roles. You can create new responsibilities, or you can copy and modify seed responsibilities for partner users. For information about creating and modifying responsibilities, see Chapter 9, "Configuring Access Control."

Table C-5 Seed Responsibilities

Name Organization Description and Comments Used by These Applications

Unregistered Customer

Default Organization

Views provided for anonymous browsing.

Siebel Financial Services customer applications, except Siebel Events Manager for Finance.

For Siebel Events Manager for Finance, use Web Anonymous User instead.

Registered Customer


Views for a typical registered user.

Associate Default Organization with this responsibility before assigning this responsibility to a user.

Siebel Financial Services customer applications, except Siebel Events Manager for Finance.

For Siebel Events Manager for Finance, use Web Registered User instead.

ERM AnonUser

Default Organization

Views provided for anonymous browsing.

Siebel Financial Services ERM.

ERM User

Default Organization

Views for a typical registered user.

Siebel Financial Services ERM.

ERM Manager

Default Organization

Views for employee management.

Assign this responsibility to managers in addition to a responsibility that contains views for a regular user.

Oracle's Siebel Financial Services ERM.