Setting Up Siebel Insurance eService Partners Locators

The Contact Us applet on the Siebel Insurance eService home page has a Locate Nearby Partners hyperlink. When users with the role of Insurance Member click this link, an applet opens in which they can perform a parametric search using location attributes that they select from drop-down lists. Users set up the records used in these searches in Siebel Insurance. For more information on Siebel Insurance eService, see Siebel eService Administration Guide Addendum for Industry Applications.

To set up a Partner Locator

1. Navigate to the Site Map, Partners, Partners List, and then the Locations view.

2. In the Partners form, query for the desired partner.

3. In the Locations list, add a record for each partner address and complete the necessary fields.

   When the record is saved, the application automatically populates the Latitude and Longitude fields.

Note: The latitude and longitude values will not generate if any one value in the City, State, Zip Code, or Country fields is incorrect. For example, if the ZIP Code is incorrect, you will receive an error message. To correct this problem, navigate to the Application Administration, ZIP Code Administration view and make sure the Geo values for that city, state, and ZIP Code combination has been loaded. For more information, see Siebel Installation Guide for the operating system you are using.