1. Self Service Administration Guide
  2. Configuring Views and Responsibilities for Embedded Interviews

Configuring Views and Responsibilities for Embedded Interviews

To implement embedded interviews for Siebel Public Sector Self Service or other applications, you must configure views and responsibilities.

Note: The views and responsibilities below are examples for the sample use case scenarios for Siebel Public Sector Self Service and for the Siebel Mobile application for Siebel Financial Services. Create as many records and child records as you require for your applications and use cases, using whatever fields you require.

To configure views and responsibilities

  1. Navigate to Administration - Application, then Views.

  2. For Siebel Public Sector Self Service, in the Views list, create new view records with values like the following:

    • Create a record for PUB OPA Interview Service Screening View, with the following values:

      • Default Local Access. Checked.

      • Description. Enter PUB OPA Interview Service Screening View.

      • View Name. Enter PUB OPA Interview Service Screening View.

    • Create a record for PUB OPA Interview Service View, with the following values:

      • Default Local Access. Checked.

      • Description. Enter PUB OPA Interview Service View.

      • View Name. Enter PUB OPA Interview Service View.

  3. For the Siebel Mobile application for Siebel Financial Services, in the Views list, create new view records with values like the following:

    • Create a record for FINS Account OPA Interview Service View, with the following values:

      • Default Local Access. Checked.

      • Description. Enter FINS Account OPA Interview Service View.

      • View Name. Enter FINS Account OPA Interview Service View.

    • Create a record for FINS Contact OPA Interview Service View, with the following values:

      • Default Local Access. Check this field.

      • Description. Enter FINS Contact OPA Interview Service View.

      • View Name. Enter FINS Contact OPA Interview Service View.

    • Create a record for FINS OPA Application Capture View DIV Based, with the following values:

      • Default Local Access. Checked.

      • Description. Enter FINS OPA Application Capture View DIV Based.

      • View Name. Enter FINS OPA Application Capture View DIV Based.

  4. In the Responsibilities list, create three new records for each of the records that you created in Step 2 or Step 3, with the following values:

    • Responsibility. Enter Siebel Administrator, Web Anonymous User, and Web Registered User, respectively.

    • Description. Enter Siebel Administrator, Web Anonymous User, and Web Registered User, respectively.

    • Organization. Enter Default Organization.

    • Web Access. Enter Yes.

    • Local Access. Check this field.

    • Read Only View. Leave empty.