Siebel ecustomer pdf

My Account screen, using to work with multiple accounts 1. My Products and Service, about using to place complex orders 1. My Profile screen, about using and mapping eBanking and Finance 1. See About Siebel eBanking. Personalization Siebel Personalization , about using for eBanking and eBrokerage 1. Product Administration view, setting the default sequence of financial accounts 1. Profile home page tab 1.

Provider Search tab, using 1. Relationship page, about and mapping between eBrokerage and Finance table 1. Salutation applet, about 1. Siebel Insurance eService, about submitting 1. See About Siebel eBrokerage. Claims home page tab 1. Contact Us hyperlink, about 1. My Profile hyperlink, about 1. Siebel Personalization, about using for eBanking and eBrokerage 1. Users can view a list of offers.

Applications lists. Users can access applications. Recommended Products lists. Users can access a customized list of products. Help hyperlink. Users can receive help using the application. My Account hyperlink. Users can access personal settings, insurance policies, and related screens. The Applications hyperlink provides access to Siebel eSales applications functionality.

The Siebel eBanking hyperlink gives users access to personal settings, insurance policies, and other Siebel eBanking screens. The Salutation applet greets each user with personalized phrasing and targeted information. With the Search applet here and on most screens, users can perform full text searches of database records to resolve service issues on their own.

Top FAQs list. Users can select from a list of the most common support questions. Contact Us list. Users can send messages to service agents, read messages from service agents, and request a virtual meeting over the Web with a service agent.

Accounts list. Users can access their accounts from this list. Personal Policies list. Customers can view personal policy details, check the status of claims and existing service requests, and submit new service requests. Group Benefits list.