Siebel CRM Siebel Security Guide Siebel Innovation Pack 2016, Rev. A E24814-01 |
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The applications listed in Table C-1 are specific to Siebel Financial Services or are applications that have functionality that is adapted for Siebel Financial Services. The applications are listed as they are named in Siebel Tools.
For some applications, options are listed that, along with functionality modules, determine the screens and views that are licensed to you. A given application can be referred to by one or more product names, as listed in the Products column. Information is categorized for employee, partner, and customer applications.
Table C-1 Siebel Financial Services Applications
Tools Application Object Name | Users | Options | Products |
---|---|---|---|
Siebel Financial Services |
Employees |
Siebel Sales Siebel eService Siebel Call Center Siebel Partner Manager |
Siebel Finance Siebel Insurance Siebel Healthcare |
Siebel Financial Services ERM |
Employees |
Not applicable |
Siebel Employee Relationship Management |
Siebel Financial Services Marketing |
Employees |
Siebel Marketing only |
Siebel Finance Siebel Insurance Siebel Healthcare |
Siebel Financial Partner Relationship Management (PRM) |
Partners |
Not applicable |
Siebel Partner Relationship Manager for Finance Siebel Agent Portal Siebel Healthcare Group Portal Siebel Healthcare Provider Portal |
Siebel eBanking |
Customers |
Not applicable |
Siebel eBanking |
Siebel Financial eBrokerage |
Customers |
Not applicable |
Siebel eBrokerage |
Siebel Financial eService |
Customers |
Not applicable |
Siebel Insurance/Healthcare eService Siebel Healthcare Member Portal |
Siebel Financial eEnrollment |
Customers |
Not applicable |
Siebel Healthcare Enrollment Portal |
Siebel FINS eSales |
Customers |
Not applicable |
Siebel Sales |
Siebel Financial eCustomer |
Customers |
Not applicable |
Siebel Customer |
Siebel eEvents Management |
Customers |
Not applicable |
Siebel Events Manager for Finance |
Note: Siebel Healthcare Group Portal is used as a customer product; that is, users are typically your customers. Technically, Siebel Healthcare Group Portal is a product label for the Siebel Financial partner application. You provide users with their own positions and organizations, unlike users of customer applications. |