Contents
1 What’s New in This Release
- What's New in Siebel Insurance Guide, Siebel CRM 20.7 Update
- What’s New in Siebel Insurance Guide, Siebel CRM 20.1 Update
- What’s New in Siebel Insurance Guide, Siebel CRM 19.1 Update
2 Overview of Siebel Insurance
3 Getting Started with Siebel Insurance
- Getting Started with Siebel Insurance
- About Applications Administration Tasks
- Renaming Siebel Account Objects
- Configuring Lists of Values
- Configuring Summary Views
- Adding Products and Product Lines
- About Command Center
- Command Center Configuration and Administration
- Process of Configuring the Command Center Action Form
4 Managing Companies
- Managing Companies
- About Managing Companies
- About Company Hierarchies
- Scenario for Managing Company Information
- Process of Managing Companies
- Setting Up Values for Companies
- Deleting Company Information
- Managing Competitor Information
- Verifying Coverage Team Members
- Managing the Custom-Defined Relationship Types LOV
- Generating Company Hierarchies for Data Aggregation
- Adding Companies and Investors (End User)
- Viewing Company Hierarchies in Roll-Up Views (End User)
- Creating Company Assessments (End User)
- Adding Company Applications (End User)
- Adding Company Service Requests (End User)
- Managing Company Coverage Teams (End User)
- Viewing Company Summaries (End User)
- Viewing Company Relationship Hierarchies (End User)
5 Managing Contacts
- Managing Contacts
- About Managing Contacts
- Scenario for Adding a New Contact
- Process of Managing Contacts (End User)
- Managing Contact Information (End User)
- Creating Customer Assessments (End User)
- Setting the Customer Value Icon (End User)
- Viewing a Contact Summary (End User)
- Viewing Contact Relationship Hierarchies (End User)
6 Managing Households
- Managing Households
- About Managing Households
- Scenario for Managing Households
- Process of Managing Households
- Adding Households
- Setting the Household Privacy Option
- Associating Contacts with Households
- Viewing Household Summaries
- Using the Household Relationship Hierarchy
7 Managing Call Reports
- Managing Call Reports
- About Managing Call Reports
- Scenario for Managing Call Reports
- Process of Managing Call Reports
- Viewing Call Report Charts
- Activating the New Call Report Workflow
- Managing Call Report Templates
- Adding Call Reports (End User)
- Creating Call Report Distribution Lists (End User)
- Associating Action Items, Notes, and Attachments with Call Reports (End User)
- Setting the Call Report Privacy Flag (End User)
- Emailing and Printing Call Reports (End User)
8 Managing Group Pensions
- Managing Group Pensions
- About Managing Group Pensions
- Scenario for Creating a Company 401(k) Plan
- Group Pension Sample Tasks
- Process of Managing Group Pension Plans
- Defining Group Pension Products
- Defining Group Pension Plans
- Administering Group Pension Plans (End User)
- Adding Eligible Plan Members
- Creating a Service Request Associated with a Group Pension Plan
- Enrolling New Participants in a Group Pension Plan
- Recording Participant Beneficiary Information
- Creating an Activity Associated with a Group Pension Plan
- Creating a Note Associated with a Group Pension Plan
9 Managing Auto Policies
- Managing Auto Policies
- About Managing Auto Policies
- Scenario for Managing Auto Policies
- Process of Managing Auto Policies
- Adding Auto Coverages and Coverage Values
- Providing Quotes
- Adding Discounts
- Adding Vehicles or Drivers to Policies
- Setting Up Payment Plans
- Adding Underwriting Information
- Ordering Underwriting Reports
10 Managing Claims
- Managing Claims
- About Managing Claims
- Scenario for Opening and Managing a Claim for Property Loss
- Scenario for Opening and Managing a Claim for Auto Damage
- Process of Managing Claims
- About Siebel Insurance eService Claims Center Locators
- Setting up Siebel Insurance eService Claims Center Locators
- Activating the Workflow Processes
- Administering Reserve Codes
- Administering Loss Codes
- Administering Adjusters’ Financial Limits
- Administering the Employee Hierarchy
- Integrating with the Insurance Services Office (ISO)
- Integrating with the Office of Foreign Assets Control
- Checking the Policy Validity and Coverage (End User)
- Creating First Notices of Loss (End User)
- Recording Details of Involved Parties (End User)
- Recording Insured and Adverse Claimant Property Details (End User)
- Managing Claims Events (End User)
- Assigning a Claim to an Adjuster (End User)
- Checking a Claim Against the ISO Database (End User)
- Creating an Activity Plan (End User)
- Assigning a Claim Element (End User)
- Assigning Claims to a Specialist Unit (End User)
- Adding an Appraisal (End User)
- Attaching Claims Documentation (End User)
- Tracking Police and Fire Reports (End User)
- About Coverages and Reserves
- Creating a Reserve (End User)
- About Managing Reserves
- Managing Reserves (End User)
- Tracking Demands for Payment (End User)
- Creating an Invoice Record (End User)
- Generating a Payment Record (End User)
- Tracking Payments Related to Invoices (End User)
- About Issuing a Settlement Payment (End User)
- Issuing a Settlement Payment (End User)
- Making a Bulk Payment (End User)
- Viewing the Invoices and Claims for a Payment (End User)
- Managing Recovery Information (End User)
- Creating a Recovery Payment Record (End User)
- Managing Fraud Information (End User)
- About the Business Rules Processor and Claims Logic
- Claims Workflows
11 Managing Life and Annuity Policies
- Managing Life and Annuity Policies
- About Managing Life and Annuity Policies
- Scenario for Life and Annuity Policies
- Process of Managing Life and Annuity Policies
- Defining Life or Annuity Insurance Products
- Defining Life or Annuity Insurance Coverages
- Administering Assessment Templates
- Providing Life and Annuities Quotes
- Ordering Underwriting Reports
- Adding a Beneficiary
- Submitting Transaction Requests
- Viewing Value History Information
- Setting Up Payment Plans
12 Managing Group Policies
- Managing Group Policies
- About Group Policies
- Scenario for Group Policies
- Process of Managing Group Policies
- Adding Group Insurance Products and Product Lines
- Adding Group Insurance Rate Bands
- Defining Activity Plan Templates for Group Policies
- Defining Proposal Templates for Group Policies
- Adding Group Policy Records
- Importing Census Information
- Adding Census Information in the Group Policies Screen
- Adding Employee Classes for Group Policies
- Designing Plans for Group Policies
- How Enrollment Waiting Periods Affect the Start of Coverage
- Reconfiguring Customizable Products in Plan Design
- Generating Proposals for Group Policies
- Managing Underwriting Information
- Adding Eligible Members to Group Policies
- Enrolling Members in Group Policies
- Adding Beneficiaries to Group Policies
- Setting Up Payment Plans for Group Policies
13 Managing Partners and Agencies
- Managing Partners and Agencies
- About Partners and Agencies
- Scenario for Working with Partners and Agencies (Users)
- Process of Managing Partners and Agencies (Users)
- Adding New Partners
- Setting Up Siebel Insurance eService Partners Locators
- Adding Agents
- Adding Information Associated with an Agent
14 Managing Property Policies
- Managing Property Policies
- About Property Policies
- Scenario for Property Policies
- Process of Managing Property Policies
- Adding Property Types
- Adding Property Coverages and Coverage Limits
- Providing Quotes
- Adding Underwriting Information
- Querying for Property Underwriting Information
- Ordering Underwriting Reports
- Adding Scheduled Personal Property
- Setting Up Payment Plans
- Additional Property Policies Views
15 Managing PUL Policies
16 Managing Billing Accounts
- Managing Billing Accounts
- About Billing Accounts
- Scenario for Billing Accounts
- Process of Managing Billing Accounts
- Creating Billing Account Records
- Associating Billing Accounts with Other Records
17 Siebel Integration Messages
18 Business Services for Siebel Financial Services
- Business Services for Siebel Financial Services
- About Siebel Business Services
- About Siebel Financial Services Business Services
- Disclosure Manager
- VBC Cache and Instance Manager
- Free Format Converter
- Data Validation Manager
- Business Rule Processor
- Process of Defining Business Rule Processes
- Creating and Managing Business Rule Processes
- Defining Properties for a Business Rule Process
- Defining Procedures for a Business Rule Process
- Fine-Tuning the Assignment Statement
- Handling Business Rules Processor Errors
- Using BRP Helper Business Services
- FINS CAP Buscomp Data Loader Business Service
- About LoadData Method
- Example of LoadData Method Using Field [n]
- Example of LoadData Method Using Key Field and Value Field
- FINS CAP Buscomp Handler Business Service
- About Query Method
- About GetFieldValue Method
- About SetFieldValue Method
- About InsertRecord Method
- About NextRecord Method
- Invoking the Business Rule Processor
- Logging Business Rules Processor Debug Messages
- Requirements Manager
- Customer Authentication Manager
- Using the Calculation Manager
- Using the Customer Expectations Manager
- Automating Approval Processing
- Automating the Display of Disclosure Documents
- SmartScript Integration with Workflow
- Dynamic UI Business Service
- FINS Application View Navigation