Siebel Task UI Features and Benefits

Provides direct forward and backward navigation through multiple screens and views.

Improves efficiency through next step capability.

Standardizes a business process.

Provides guidance and supporting information that assists the user to accurately complete a complex business process. For example, the user can use communication features in a task to do a financial requirements analysis. Siebel Task UI can apply the logic required to do the analysis and then offer recommendations that the user can sell to the customer.

Incorporates complex business logic to determine the required sequence of activities and content that the user requires at each step in a business process. For example, you can configure a task to display upgrade or upsell products according to the geography and current products that the customer uses.

Uses validation to enforce rules that a business process requires. For example, a task can make sure a customer provides a written statement of fact within 14 days of opening a credit card dispute. Otherwise, Siebel CRM automatically closes the record.

Integrates external data or services into a task. For example, calling an external credit program to determine creditworthiness of an applicant on a credit application, and then submitting identification information to the customer master database for validation.

Coordinates multiple actions in a logical transaction that must finish successfully or that Siebel CRM must completely roll back. For example, transferring funds between financial accounts.

Allows tracking and analysis of task data through tight integration with Oracle Business Intelligence.