Migrating Siebel Household Data

Upgrades:Applies to Siebel Financial Services upgrades from 7.x that have retained the Siebel 6.x form of household associations.

Environments: Development, Test and Production.

Platforms: Windows, UNIX, IBM z/OS.

Siebel CRM version 7.0.x introduced the Party model. This changed the way relationships between households and entities, such as activity and claim, are handled.

You have two options for migrating household data:

  • Migrating household relationships to the Party model (recommended)

  • Retaining the Siebel 6.x form of household relationships