1. Configuring Siebel Business Applications
  2. Siebel Personalization

Siebel Personalization

Siebel Personalization is a solution that allows you to filter content in an applet that Siebel CRM displays for a user according to the requirements of the preference or profile of the user. For example, you can include a salutation applet that does the following work:

  • Greets the user by name

  • Indicates how much time has elapsed since the user last visited the site

  • Displays information about products or services

Note the following key points about personalization:

  • Personalization is available on any applet in Siebel CRM.

  • Personalization uses rules and rule sets to determine the records that the user can view in an applet according to the user profile. These rules evaluate the profile to determine the records and applications to display. A rule set is a group of rules. You can define multiple rule sets so that if the criteria in one rule set is not met, then Siebel CRM evaluates the next rule set.

  • The user profile references any attribute that belongs to one of the following items:

    • If the user is a contact, a contact record and the account of the contact record

    • If the user is an employee, an employee record and the division of the employee record

  • Personalization uses the User Profile Attributes object to contain and get elements of a user profile. You can display these attributes in the client and in rules that determine the content that Siebel CRM displays in the client.

  • Siebel Personalization can track events that occur in the context of the Siebel application, business component, or applet. When an event occurs, it starts a Personalization Action that modifies user profile attributes.

  • A rule or an event can call an action. Siebel CRM uses an action to set a predefined profile attribute or a profile attribute that it creates dynamically in the client. A dynamic profile exists only for the duration of the user session. You can use a profile attribute that you configure in Siebel Tools or in the client to store state information in much the same way that Siebel CRM stores a variable in a cookie or a persistent frame. Where possible, you must use a profile attribute instead of a cookie.

  • A rule or action can call a business component method or a business service method. Typically, you use the method to return values that Siebel CRM uses as criteria for a rule or for setting a profile attribute.

For more information, see Siebel Personalization Administration Guide.