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.