1. Events Management Guide
  2. Region Administration

Region Administration

Because Siebel Events Management is only one of many parts of your Siebel application that uses the concept of region, you need to define a regional hierarchy appropriate for your overall business.

There are two region-related fields in Siebel Events Management:

  • The Region field indicates the region in which the Event takes place.

  • The Region Origin field indicates the Region from which the Event's featured investment comes.

Other parts of the Siebel application use region to indicate the investment focus of your salesmen and their coverage regarding your client companies. Therefore, it is important that you select a region hierarchy that is generic enough to describe event regions, coverage regions, and investment product regions in a single table.

For global or multinational companies, you need to define regional hierarchies that relate to the geographical areas your business serves and in which you conduct events. Application Administrators can manage region hierarchies by performing the following procedure.

To define regional hierarchies

  1. Navigate to the Administration - Locations > Regions view.

  2. In the Parent Region list, define the region, for example, North America, Asia, and so on.

  3. In the Child Region list, you can then define subsets of the Parent Regions. For example, your Child Regions could be the individual countries that are associated with the highlighted record in the Parent Region list.

    Alternatively, you many choose to use individual cities that are associated with the highlighted Parent Region. If two levels of region hierarchies are not sufficient for your company's business requirements, the Siebel data model allows a database administrator to create additional levels. You will however, have to configure the user interface to allow users to define this hierarchy.

The following list illustrates how multiple regions and areas within regions can be set up in the Region table. For example, your financial institution may define geographies in the following major regions and then areas within a region:

  • Asia-Pacific

    • Japan

    • China

    • Singapore

    • Malaysia

    • Indonesia

    • Australia

  • Europe

    • United Kingdom

    • France

    • Spain

    • Italy

  • Middle East

  • North America

  • South America

For more information on working with regions, see Siebel Finance Guide.