Generating Recommendations from a Needs Analysis Session

After performing a needs analysis, end users can generate a list of recommended products or a proposed mix of investments.

For more information on performing a needs analysis, see Performing General Needs Analysis for Companies or Contacts and Performing Investment Needs Analysis for Contacts.

To generate a recommendation from a needs analysis session

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

2. In the Contacts list, drill down on the contact for which you want to generate a recommendation.

   Note: If the contact does not exist, add it. For more information about adding contacts, see Adding Contacts.

3. Click the Needs Analysis view tab.

4. In the Needs Analysis form, select the link for the needs analysis type, and click Recommend.

5. Scroll down to see the generated recommendations.

   For an Investment Needs Analysis, the application generates a recommended asset and fund distribution. The Asset Distribution and Fund Distribution display information in either lists or charts.

   For other types of needs analysis, the recommendation list displays a score (a relative ranking), a product name, and a description.

6. In the Recommendation list, drill down on the Product Name field to view further information about the product.

After customers have determined the product or products they are interested in, the end user can select the Apply field for those specific products. If the Auto Application feature has been set up, the end user can then use the Auto Application feature to automatically create a new application for the customer. The Application is prepopulated with the company and product-related information already captured in this screen. For more information about creating an application, see Managing Siebel Finance Applications.

You select products recommended in all Needs Analysis views in the Contacts screen, except the Investments view.