Verifying Compliance (End User)

After adding conditions to the benefits, you can use a workflow to automatically evaluate compliance, or you can manually verify compliance. Use the Compliance list to track compliance to the conditions over time.

This task is a step in Process of Managing Siebel Advanced Contracts.

To manually verify compliance

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement, and click the Entitlements view tab.

3. Click the Benefits view tab.

4. Select the entitlement, benefit, and condition to evaluate.

   The Compliance list appears next to the Conditions list.

5. In the Compliance list, create a new compliance record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Verified	Select the date that you verify compliance. This field is populated with the current date when you create a new record.
   Verified By	Select the username of the employee who verifies compliance. This field is populated with your username. You can select a different name.
   Actual	Type the actual value used to evaluate the condition. For the condition evaluation, this value is compared to the value in the Target Amount field.
   Achieved	Select this check box to indicate the condition is met.
   Comments	Type additional comments.
   Start Date	Select the start date of the period for the condition evaluation.
   End Date	Select the end date of the period for the condition evaluation.