Effective Dating for Records

In the preconfigured Siebel Public Sector application, administrators can set up effective dating for records in the following views:

• The following views of the Contacts screen:

  • Addresses List

  • Income

  • Expenses

  • Financial Assets

• Contacts view of the Households screen

When effective dating exists for the records that you add to a view or deactivate from a view, functionality is available when you click the Link History button in that view.

When you click the Link History button, the Link History dialog box appears. You can enter changes to a record in this dialog box. For example, in the Income view of the Contacts screen, you can use this dialog box to enter changes to an income record as follows:

• To indicate that the income record is not effective on or before a past date, select the past date in the Effective End Date field.

• To indicate that the income record is not effective on or before the current date, select the current date in the Effective End Date field.

• To indicate that the income record is effective for different date ranges, create new entries in this dialog box, and select the appropriate dates in the Effective Start Date and Effective End Date fields for each new entry.