Managing Contacts for Siebel Finance

A contact is an individual with whom your company conducts business or expects to conduct business in the future. It can be an employee of another company, an independent consultant, a vendor, or an acquaintance.

The following procedures related to contacts and contact management are included in this topic:

• "Displaying Contact Details"

• "Performing Needs Analysis for Contacts"

• "Modifying Contact Information"

• "Modifying Opportunity Information for a Contact"

• "Modifying Contact Team Information for a Contact"

• "Modifying Address Information for a Contact"

• "Viewing Financial Account Information for a Contact"

• "Modifying Note Information for a Contact"

• "Modifying Activity Information for a Contact"

• "Viewing Recommendation Information for a Contact"

• "Applying for Products for a Contact"

• "Managing Application Information for a Contact"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance.

  
  

Displaying Contact Details

You can display contact details by using the Contacts list.

To display contact details 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. To view the related items for the selected contact, tap the following names in the list in the left pane:

   • Opportunities. Shows the opportunity information for the contact. For more information, see "Modifying Opportunity Information for a Contact".

   • Contact Team. Shows the contact team information for the contact. For more information, see "Modifying Contact Team Information for a Contact".

   • Addresses. Shows the address information for the contact. For more information, see "Modifying Address Information for a Contact".

   • Financial Accounts. Shows the financial account information for the contact. For more information, see "Viewing Financial Account Information for a Contact".

   • Notes. Shows the note information for the contact. For more information, see "Modifying Note Information for a Contact".

   • Activities. Shows the activity information for the contact. For more information, see "Modifying Activity Information for a Contact".

   • Recommendations. Shows the product recommendations for the contact as recorded by the Oracle Policy Automation (OPA) needs analysis. For more information, see the following:

     • "Performing Needs Analysis for Contacts"

     • "Viewing Recommendation Information for a Contact"

   • Applications. Shows the application information for products for the contact. For more information, see "Managing Application Information for a Contact".

4. In the Contacts list, tap the last name of a contact in the Last Name field.

5. In the Contact 360 View that appears, complete the following steps:

   1. In the contact form applet, review additional details about the contact.

      Some of the information in this form comes from fields in the non-mobile application for Siebel Finance.

   2. In the Timeline applet, review a timeline of the activities that are associated with the contact.

      In the timeline, the icons denote the activity types, and the dates and times denote the ending dates and times of the activities.

      You can tap Activities in the left pane to view additional details about the activities in the timeline and about any other activities for the contact, and then tap Contact 360 View in the left pane to return to the Contact 360 View.

   3. In the applet that contains tiles of opportunity records, review the opportunities associated with the contact.

      In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.

      You can tap Opportunities in the left pane to view additional details about the opportunities in the tiles and about any other opportunities for the contact, and then tap Contact 360 View in the left pane to return to the Contact 360 View.

   4. In the Needs Analysis applet, conduct an OPA needs analysis and initiate an application capture process for a product by completing the following steps in the following order:

      • Start the needs analysis as shown in "Performing Needs Analysis for Contacts".

      • Review product recommendations for the account as shown in "Viewing Recommendation Information for a Contact".

      • Start the application capture process for a product and then save or submit the application as shown in "Applying for Products for a Contact".

      • Track applications for products, resume existing applications, and sign completed applications as shown in "Managing Application Information for a Contact".

Performing Needs Analysis for Contacts

You perform a needs analysis for a contact to record information about the contact. However, you do not automatically create a financial application when you perform a needs analysis.

To perform a needs analysis for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap the last name of a contact in the Contacts list.

3. In the Contact 360 View that appears, complete the following steps:

   1. In the Needs Analysis applet, select a type of needs analysis.

      For example, select Savings.

   2. Tap Start New.

      Doing this initiates the needs analysis interview from OPA for the particular needs analysis selected in Step a.

      The needs analysis interview consists of a series of views and questions. The composition and structure of the needs analysis interview varies according to the OPA Rule Base set up for your implementation of the selected type of needs analysis.

      
      

      Note: For information about integrating Oracle Policy Automation (OPA) for Siebel business applications, which includes creating and deploying rule base definitions in OPA, see Siebel Self Service Administration Guide. For information about the OPA-specific workflows for Siebel Finance, see Chapter 10, "Oracle Policy Automation Integration Workflows for Siebel Finance." The sample Oracle Policy Automation rule base that is shipped with the product illustrates the capabilities of the integration between Oracle Policy Automation and Siebel Mobile.

      
      

      After completing the needs analysis interview, the Recommendations screen appears. For more information, see "Viewing Recommendation Information for a Contact" and "Applying for Products for a Contact".

Modifying Contact Information

Complete the following procedure to modify contact information.

To modify contact information 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Update an existing contact as follows:

   1. Tap a contact in the Contacts list.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new contact as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new contact on the form that appears, and then save the record.

Modifying Opportunity Information for a Contact

Complete the following procedure to modify the opportunity information for a contact.

To modify the opportunity information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. Update an existing contact opportunity as follows:

   1. Tap Opportunities in the list in the left pane.

      All opportunities associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing opportunity to the contact as follows:

   1. Tap Opportunities in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the opportunity on the list that appears, and then tap OK.

5. Create a new contact opportunity as follows:

   1. Tap Opportunities in the list in the left pane, and then tap the double plus (++) icon in the right pane.

   2. Enter the information for the new opportunity on the form that appears, and then save the record.

Modifying Contact Team Information for a Contact

Complete the following procedure to modify the contact team information for a contact.

To modify the contact team information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. Update an existing contact team as follows:

   1. Tap Contact Team in the list in the left pane.

      All contact teams associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing person to the contact team as follows:

   1. Tap Contact Team in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the person on the list that appears, and then tap OK.

Modifying Address Information for a Contact

Complete the following procedure to modify the address information for a contact.

To modify the address information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. Update an existing contact address as follows:

   1. Tap Addresses in the list in the left pane.

      All addresses associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.

   2. Tap the address that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing address to the contact as follows:

   1. Tap Addresses in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the address on the list that appears, then tap OK.

5. Create a new contact address as follows:

   1. Tap Addresses in the list in the left pane, and then tap the double plus (++) icon in the right pane.

   2. Enter the information for the new address on the form that appears, and then save the record.

Viewing Financial Account Information for a Contact

Complete the following procedure to view the financial account information for a contact. You cannot modify financial account information for a contact.

To view the financial account information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. Tap Financial Accounts in the list in the left pane.

   All financial accounts associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.

4. Tap the financial account that you want to view.

Modifying Note Information for a Contact

Complete the following procedure to modify the note information for a contact.

To modify the note information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. Update an existing contact note as follows:

   1. Tap Notes in the list in the left pane.

      All notes associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.

   2. Tap the note that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new contact note as follows:

   1. Tap Notes in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new note on the form that appears, and then save the record.

Modifying Activity Information for a Contact

Complete the following procedure to modify the activity information for a contact.

To modify the activity information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

3. Update an existing contact activity as follows:

   1. Tap Activities in the list in the left pane.

      All activities associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.

   2. Tap the activity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new contact activity as follows:

   1. Tap Activities in the list in the left pane, then tap the plus (+) icon in the right pane.

   2. Enter the information for the new activity on the form that appears, and then save the record.

Viewing Recommendation Information for a Contact

Complete the following procedure to view the product recommendation information for a contact where a needs analysis has been completed.

Product recommendations are regarded as a suitable fit for a contact and an application process can be initiated for recommended products as shown in "Applying for Products for a Contact".

To view the recommendation information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.

3. Tap Recommendations in the list in the left pane.

   All product recommendations associated with the contact appear in the right pane, and all details for the selected contact appear above the list in the right pane.

   The product recommendations shown come from the needs analysis that you started in "Performing Needs Analysis for Contacts".

Applying for Products for a Contact

Applying for products for a contact involves initiating an application capture process for the product and then submitting the completed application for the product from the Recommendations view. Product recommendations are regarded as a suitable fit for a contact.

To apply for a product for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.

3. Tap Recommendations in the list in the left pane, and verify the recommendations.

4. If required, tap Detail to start a Viewer to present additional information about the product and obtain feedback from customers about the presented content.

   The Viewer that you start is similar to the PCD Viewer that you use to deliver personalized content to customers in the Siebel Pharma application. For more information about how to use the Viewer, see the following topics:

   • "Using the PCD Viewer in Siebel Mobile"

   • "Showing Presentations in Siebel Mobile"

   • "Recording Responses to Presentations in Siebel Mobile"

5. In the Products applet, select a product and then tap Apply.

   Doing this initiates the application capture process from OPA for the product. The composition and structure of the application capture process varies according to the OPA Rule Base set up for your implementation of the application capture process for the selected product.

   
   

   Note: For information about integrating Oracle Policy Automation (OPA) for Siebel business applications, which includes creating and deploying rule base definitions in OPA, see Siebel Self Service Administration Guide. For information about the OPA-specific workflows for Siebel Finance, see Chapter 10, "Oracle Policy Automation Integration Workflows for Siebel Finance." The sample Oracle Policy Automation rule base that is shipped with the product illustrates the capabilities of the integration between Oracle Policy Automation and Siebel Mobile.

   
   

   The following options are typically available to navigate the Application Capture view:

   • Next and Back. Tap Next to progress through the application capture process or Back to return to the previous step in the application capture process.

   • Save. Tap Save to save the application details you have captured so far and exit the application capture process

     An application record is created under the Contacts, Applications view to which you can return at a later date to complete the process. For more information, see "Managing Application Information for a Contact".

   • Submit. Tap to submit the completed application for the product.

     An application record is created under the Contacts, Applications view. After you submit an application for a product, the application must be signed to complete the overall application capture process. For more information, see "Managing Application Information for a Contact".

   • Close. Tap to exit the application capture process without saving the latest changes.

Managing Application Information for a Contact

Managing application information involves tracking the status of submitted applications, resuming any previously saved applications for products that have not been submitted, and signing any submitted applications.

To manage the application information for a contact 

1. Tap the Side Menu icon on the application banner, and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the right pane.

   • A list in the left pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.

3. Tap Applications in the list in the left pane.

   All application information associated with the contact appears in the right pane, and all details for the selected contact appears above the list in the right pane.

4. To resume an existing application in Saved status:

   1. Select an application that has a status of Saved.

   2. Tap Resume to return to the application capture session, and then complete the application as required.

      When you tap Resume, the application capture process starts on the screen where you choose to save and exit the application capture process.

   3. Tap Submit to submit the completed application.

5. To sign a completed application:

   1. Tap an application that has a status of Submitted.

   2. Tap Sign.

      Information about the application appears.

   3. In the Contact field, select the name of the contact who signs the application.

   4. Capture the signature of the contact in the signature input box.

      If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.

   5. Save the record when finished.