Siebel Financial Services Dashboard
This topic provides information about the Siebel Financial Services dashboard. This dashboard provides a 360-degree view of information about a customer (contact). This topic is part of About Sample Industry Dashboards.
For more information about Siebel Financial Services, see Siebel Finance Guide.
Navigating to the Siebel Financial Services Dashboard
To navigate to the Siebel Financial Services dashboard:
-
Drill down on a contact.
-
Select Dashboard from the third-level menu.
Siebel Financial Services Dashboard
The following image illustrates the Siebel Financial Services dashboard. The following table lists the primary configurable components used to build the Siebel Financial Services dashboard. All of the components listed are part of the Contact business object. The key numbers in the following table correspond to the callouts in the following image.
| Key | Control Type | Component Name | Description | Business Component |
|---|---|---|---|---|
|
1 |
Contact Tile |
Contact Information Tile |
Contact Address, Email, and Mobile |
Contact |
|
2 |
Form Infolet |
Information Infolet |
1. Customer Value 2. Customer Since 3. Profitability |
Contact |
|
3 |
Aggregate Infolet |
Active Account Infolet |
Number of active accounts for Diana Abbott. |
FINCORP Account |
|
4 |
Aggregate Infolet |
Open Request Infolet |
Number of open service requests. |
Service Request |
|
5 |
List Infolet |
Offers Infolet |
Three next best offers. |
My Contact Offer |
|
6 |
Hierarchy Applet |
Household Hierarchy |
Household Hierarchy view, members in household and their opportunities, service requests, and so on. |
FINS DB Hierarchy Root Contact FINS DB Hierarchy Household FINS DB Hierarchy Contact FINS DB Hierarchy Opportunity 1 FINS DB Hierarchy Opportunity 2 |
|
7 |
Timeline Applet |
Component Name: Contact Timeline |
Timeline view of activities, opportunities, and service requests. |
Timeline VBC |
|
8 |
Timeline Activity Pop-up Applet invoked from + icon on Timeline |
Timeline New Activity Creation |
Used to create a new Activity |
Action Copy |
Additional Configurable Components in the Siebel Financial Services Dashboard
The following is the configuration for the Contact Information Tile component (item 1 in the first table in this topic).
| Component Name | Property Name | Value |
|---|---|---|
|
Applet |
Name |
FINS Dashboard Contact Form Applet |
|
Applet |
Business Component |
Contact |
|
Applet |
Class |
CSSFrame |
|
Web Template |
Name |
TOUI Dashboard Account Form Alt |
|
Controls |
Control Name |
Field |
|
Controls |
AddressLine |
DBUI Address 1 |
|
Controls |
AddressLine1 |
DBUI Address |
|
Controls |
EmailAddress |
EmailAddress |
|
Controls |
Icon |
Thumbnail Source Path |
|
Controls |
M/M First Name Last Name |
M/M First Name Last Name |
|
Controls |
WorkPhoneNum |
Work Phone # |
|
Controls |
Name |
Control |
|
Applet Web Template Items |
Address Line |
DBUI Address 1 Item Identifier: 1203 |
|
Applet Web Template Items |
Address Line 1 |
DBUI Address Item Identifier: 1204 |
|
Applet Web Template Items |
|
EmailAddress Item Identifier: 1208 |
|
Applet Web Template Items |
Image |
Thumbnail Source Path Item Identifier: 100 |
|
Applet Web Template Items |
Name |
M/M First Name Last Name Item Identifier: 90 |
|
Applet Web Template Items |
Work Phone Number |
Work Phone # Item Identifier: 1209 |
The following is the configuration for the drilldown object for the Contact Information Tile component (item 1).
| Name | Drill Down View | Hyperlink Field | Business Component |
|---|---|---|---|
|
M/M First Name Last Name |
Contact Detail View |
M/M First Name Last Name |
Contact |
The following is the configuration for the Open Request Infolet component (item 4).
| Component Name | Property Name | Value |
|---|---|---|
|
Applets |
Name |
FINS Contact Open Request Applet |
|
Applets |
Business Component |
Service Request |
|
Applets |
Class |
CSSSWEFrameInfolet |
|
Applets |
Search Specification |
[Status]<>LookupValue('SR_STATUS','Closed') AND [Status]<>LookupValue('SR_STATUS','Cancelled') |
|
1. Controls - Title Configuration |
Name |
AppletTitle |
|
1. Controls - Title Configuration |
HTML Type |
Caption |
|
1. Controls - Title Configuration |
Caption - String Reference |
SBL_OPEN_REQUESTS |
|
2. Controls - Record Count (Value Configuration) |
Name |
RecordCount |
|
2. Controls - Record Count (Value Configuration) |
HTML Type |
Field |
|
2. Controls - Record Count (Value Configuration) |
Caption - String Reference |
SBL_RECORD_COUNT-1004232336-5PK |
|
Control User Property |
Name |
Count Function Pivot Field |
|
Control User Property |
Value |
Id |
|
3. Controls - LinkCtrl |
Name |
LinkCtrl |
|
3. Controls - LinkCtrl |
Method Invoked |
GotoView |
|
3. Controls - LinkCtrl |
HTML Type |
Link |
|
Control User Property |
1. Name: View |
Value: FIN Contact Service View |
|
Control User Property |
2. Name: OverrideDisplayTextWithData |
Value: Record Count |
|
Applet Web Template |
Name |
Tile |
|
Applet Web Template |
Type |
Base |
|
Applet Web Template |
Web Template |
CCAppletInfoletTitle |
|
Applet Web Template |
Name |
Control |
|
Applet Web Template Items |
Applet Title |
AppletTitle Item Identifier: 184 |
|
Applet Web Template Items |
LinkCtrl |
LinkCtrl Item Identifier: 501 |