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EncartaLabs

Siebel Case Management for Public Sector

( Duration: 5 Days )

In Siebel Public Sector training course, you will learn to apply general Siebel Customer Relationship Management (CRM) features to the Public Sector application. Tasks include adminstrative (set up) tasks as well as end-user (agent) tasks.

By attending Siebel Public Sector workshop, delegates will learn to:

  • Process change of circumstances and appeals
  • Approve and assign cases
  • Track time spent on cases
  • Run and schedule reports
  • Use the Public Sector eService and Provider Portals
  • Create and use templates
  • Describe view and data access
  • Create and manage cases
  • Create and use assessments
  • Create and use benefit programs and service plans
  • Navigate the application and manipulate data

  • Siebel Business Automations
  • Siebel Tools
  • Oracle Policy Automation (OPA) Connector for Siebel

This Siebel Public Sector class is ideal for:

  • Administrators
  • Business Analysts
  • Functional Implementors
  • Process Developers
  • Project Managers
  • Team Leaders

COURSE AGENDA

1

Siebel Case Management Introduction

  • Data entities involved in case and incident processing
  • Overall Siebel application architecture and principles
  • Benefit and investigative cases
2

Navigation, Data Manipulation, and Queries

  • Navigate the application interface
  • Create, edit, and delete records
  • Formulate and run queries to locate information
3

Access Control

  • How data is controlled within the application
  • Responsibilities, positions, divisions, organizations, and users
4

Case Creation

  • Manually creating cases
  • Using iHelp and Task UI to create cases
5

Programs, Benefits, and Service Plans

  • Creating programs and benefits
  • Determining eligibility and awarding benefits and payments
  • Using Oracle Policy Automation (OPA)
  • Performing assessments
  • Establishing service plans and goals
  • Using effective dating
  • Managing change of circumstance (CoC)
6

Managing Cases

  • Performing validation checks
  • Performing quality assurance (QA) reviews
  • Using activity plans
  • Securing approvals
  • Assigning and routing cases
  • Allocating time spent on cases
  • Processing appeals
7

Additional Features

  • Administering list of values (LOVs)
  • Creating and using state models
  • Running and scheduling reports
  • Activating worfklows
8

Using the Public Sector Portals

  • Using the Public Sector eService (citizen) portal
  • Using the Public Sector Provider (partner) portal

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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