Siebel Assistant

This ERD (see the following figure) illustrates how Siebel Business Applications support the Siebel Assistant functionality. Personal or corporate sales planning items can be defined to serve as template assessments or template activity plans. Both types of sales planning items can be defined as relevant to one or more sales stages within one or more sales methodologies. A template assessment contains one or more attributes, optionally validated by a set of valid values. Actual Assessments are created from a template assessment during a specific sales stage to assess an opportunity, an account, or a contact. A template activity plan is made up of one or more template activities. Actual activity plans are created from a template activity plan during a specific sales stage to prompt the user to plan certain activities copied from the template activities.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Account	S_ORG_EXT, S_PARTY
Activity	S_EVT_ACT
Activity Plan	S_EVT_ACT
Activity Plan Template	S_TMPL_PLANITEM
Assessment Template	S_TMPL_PLANITEM
Assessment	S_ASSESS
Assessment Attribute	S_ASSESS_ATTRIB
Assessment Attribute Valid Value	S_ASSESS_ATTVAL
Assessment Value	S_ASSESS_VAL
Employee/Agent	S_EMP_PER, S_CONTACT, S_PARTY
Opportunity	S_OPTY
Opportunity Stage	S_OPTY_STG
Person	S_CONTACT, S_PARTY
Sales Methodology	S_SALES_METHOD
Sales Stage	S_STG
Stage Plan Item	S_STG_PLANITEM
Stage Recommendation	S_STG_RECOMMEND
Template Activity	S_EVT_ACT