Applying for Products for a Contact

Applying for products for a contact involves initiating an application capture process for the product and then submitting the completed application for the product from the Recommendations view. Product recommendations are regarded as a suitable fit for a contact.

To apply for a product for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.

3. Tap Recommendations in the list in the side pane and then verify the recommendations.

4. If required, tap Detail to start a Viewer to present additional information about the product and obtain feedback from customers about the presented content.

   The Viewer that you start is similar to the PCD Viewer that you use to deliver personalized content to customers in the Siebel Pharma application. For more information about how to use the Viewer, see the following topics:

   • Using the PCD Viewer in Siebel Mobile

   • Showing Presentations in Siebel Mobile

   • Recording Responses to Presentations in Siebel Mobile

5. In the Products applet, select a product and then tap Apply.

   Doing this initiates the application capture process from Intelligent Advisor for the product. The composition and structure of the application capture process varies according to the Intelligent Advisor Policy Model set up for your implementation of the application capture process for the selected product.

   Note: For information about integrating Intelligent Advisor for Siebel business applications, which includes creating and deploying policy model definitions in Intelligent Advisor, see Siebel Self Service Administration Guide. For information about the Intelligent Advisor-specific workflows for Siebel Financial Services, see Intelligent Advisor Workflows for Siebel Financial Services. The sample policy model that is shipped with Intelligent Advisor illustrates the capabilities of the integration between Intelligent Advisor and Siebel Mobile.

   The following options are typically available to navigate the Application Capture view:

   • Next and Back. Tap Next to progress through the application capture process or Back to return to the previous step in the application capture process.

   • Save. Tap Save to save the application details you have captured so far and exit the application capture process

     An application record is created under the Contacts, Applications view to which you can return at a later date to complete the process. For more information, see Managing Application Information for a Contact.

   • Submit. Tap to submit the completed application for the product.

     An application record is created under the Contacts, Applications view. After you submit an application for a product, the application must be signed to complete the overall application capture process. For more information, see Managing Application Information for a Contact.

   • Close. Tap to exit the application capture process without saving the latest changes.