Predefined Routing Models for Siebel Financial Services

The following table lists the predefined routing models for Siebel Financial Services that come predefined with Siebel Remote.

Routing Model Responsibility Type

Institutional Finance Sales Manager

Institutional Finance Sales Manager

Specialized

Institutional Finance Analyst

Institutional Finance Analyst

Specialized

Credit Originator

Credit Originator

Specialized

Insurance Sales Agent

Insurance Sales Agent

Specialized

Insurance Sales Manager

Insurance Sales Manager

Specialized

To reduce the amount of data that Siebel Remote synchronizes to the user, you can use each of these routing models with the responsibility that the table lists. It is strongly recommended that you get help before you deploy Siebel Remote with any of these specialized routing models. For help with routing models, see Getting Help from Oracle.

For more information, see Controlling the Data That Siebel Remote Routes to Clients.