1. Siebel Insurance Guide
  2. Creating a Service Request Associated with a Group Pension Plan

Creating a Service Request Associated with a Group Pension Plan

Use the following procedure to create a service request associated with a group pension plan.

To create a service request associated with a group pension plan

  1. Navigate to the Group Pensions screen, then the Group Pension List view.

  2. In the Group Pensions list, select a group pension plan, and drill down on the plan # link.

  3. Click the Service Requests view tab.

  4. In the Service Requests list, add a record and complete the necessary fields.

  5. To add further information about the service request, drill down on the SR # link.