GLOSSARY

VERSION 7.5, REV. B

12-FRWMTF

MAY 2003
Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404
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 Contents

Glossary 1

Introduction
Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 1. Glossary Terms

A .................................................... 8
B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
I–K . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
P . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Q . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
R . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
T . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Version 7.5, Rev. B Glossary 3

Contents

U . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
W . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
X–Y . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Z . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Index

4 Glossary Version 7.5, Rev. B

 Introduction

Glossary defines terms that are related to Siebel eBusiness Applications. In some
cases, you will find that terms that are common in the eGlossaryBusiness software
industry have special and unique meanings for Siebel products.

This glossary is intended for users of Siebel eBusiness Applications who are familiar
with the eBusiness software industry and its common terminology. Readers
unfamiliar with that terminology should consult guides such as the Microsoft
Computer Dictionary.

You can use Glossary to find simple definitions of:

■ Elements of the Siebel user interface (UI)

■ Terms used in Siebel eBusiness Applications

■ Utilities and other elements used by Siebel eBusiness Applications

If you look at Glossary online, note that it contains hyperlinks that take you to
related or similar words and definitions.

Version 7.5, Rev. B Glossary 5

Introduction
Revision History

Revision History
Glossary

Version 7.5, Rev. B

Table 1. Changes Made in Version 7.5, Rev. B

Topic Revision

Added glossary entries from: Version 7.5 Rev. B

■ Siebel Field Service Guide and
indexed glossary
■ Siebel Workflow Terminology
■ Siebel eHealthcare Guide,
Siebel eInsurance Guide, and
Siebel eFinance Guide

Version 7.5, Rev A

Table 2. Changes Made in Version 7.5, Rev. A

Topic Revision

Added reviewers comments Version 7.5 Rev. A

Added items from the Siebel
Mobile Connector Guide

6 Glossary Version 7.5, Rev. B

 Glossary Terms

This section includes glossary terms and definitions in alphabetical order.

Version 7.5, Rev. B Glossary 7

Glossary Terms
A

A
ABS horizon The length of time, expressed in days, that is available for appointment booking.
Typically, this is from days 8 to 56 days (from a week from now to eight weeks).
This is used in the Appointment Booking System (ABS).

Account A customer/company that has a business relationship with a field service company,
or a customer that has products which may require service.

account flag Financial institutions use account flags to alert personnel that there is an actual or
potential problem with the account. Accounts are commonly flagged for issues
relating to fraud, compliance, illegal trading activity and other issues that place the
financial institution at risk. Flags can be set by a variety of personnel, including
those in the back office and the compliance and legal departments. An Account Flag
is a code number and type that attaches to a financial account and alerts others to
potential problems or issues with the account. In some cases, all account activity
may be frozen until the flag is released.

account team See sales team on page 59.

ACD Automatic Call Distribution.

ACH Automated Clearing House.

Activity plan A collection of activities which, when carried out in the correct sequence, meet a
specific objective; for example, repairing an asset. An activity plan consists of an
activity template plus the start date and time for the activities.

Activity A predetermined collection of activities used to populate an activity plan. These

template activities solve a service objective.

adjustable The date on which the interest rate changes for an adjustable-rate mortgage.
date

adjustable The period that elapses between the adjustment dates for an adjustable-rate
period mortgage.

affordability A detailed analysis of your ability to afford the purchase of a home. An affordability
analysis analysis takes into consideration your income, liabilities, and available funds. This
also includes the type of mortgage you plan to use, the area where you want to
purchase a home, and the closing costs that you might expect to pay.

8 Glossary Version 7.5, Rev. B

 Glossary Terms
A

agent In Siebel Call Center, an employee at a call or contact center who works with
customers or potential customers by voice, email, fax, or other channels. An agent
who works with multiple communication channels, or with both inbound and
outbound communications, is known as a universal agent or blended agent.

Agent The date and time required to meet the response time requirements of
Committed an entitlement, displayed in the user’s time zone. Also, Commit Time.

agreement The total amount of revenue expected over the life of a contract.
value

aisle Sublevel of a warehouse used to specify the location of inventory.

Alert Business In the Siebel Mobile Connector, a business service that communicates changes to
Service specified Siebel business components.

alerts Provide a call center agent with information pertinent to a particular customer or
organization.

All visibility Access to all records, except for those with a missing or invalid primary position in
the sales team.

alliance See Channel and Alliance Partner Management (CHAMP) on page 16.
partner

allocate The process of reserving a product in inventory for fulfillment of an order.

allocation, A set of Siebel Marketing rules for the distribution of individuals from one or more
Siebel segments to one or more campaigns. If a snapshot has been generated, gross and
Marketing net counts are displayed for each segment according to assigned segment
deduplication priorities. A forecast allocation is used when the snapshot has not
been generated. See also deduplication on page 26.

analytic Siebel Marketing software that allows the importation of customer records for
adapter inclusion in campaigns based on external query results and data-mining scores.

ANI Automatic Number Identification.

applet In Siebel eBusiness Applications, a visual presentation element that is directly

associated with business components. Applets allow users to enter data records and
navigate through records presented in forms, lists, or other user interface structures
that appear on screen as part of a view. There are many types of applets; the most
common are form applets and list applets. See also pick applet on page 49.

Version 7.5, Rev. B Glossary 9

Glossary Terms
A

application A person responsible for planning, setting up, and maintaining Siebel eBusiness
administrator Applications within a company. See also database administrator (DBA) on
page 25 and system administrator on page 66.

application In Siebel Tools, the definition (properties) of the application object, or the
definition object definitions of all objects related to an application.

application Integration that uses the application services interfaces (ASIs) exposed by
interface Siebel applications to provide access to the data and functionality encapsulated
integration by external systems.

application services The application services interface handles inbound and outbound service
interface (ASI) invocation, such as letting other applications invoke services provided by Siebel
applications (inbound) or letting Siebel applications call services provided by
other applications (outbound). An ASI specifies input and output parameters to
the services invoked and handles error interfaces.

Application A utility within Siebel Tools that allows developers to merge a repository
Upgrader, Siebel (database of object definitions) from an older version of Siebel eBusiness
Applications with a newer version, including a repository that a developer may
have significantly customized. See also repository on page 56.

appointment Scheduling a future appointment to a time period, based on the system-

booking calculated availability of field service engineers. For example, a customer may
schedule an installation appointment from 9 a.m. until noon on a specific future
date. The Appointment Booking System (ABS) is a component of Siebel
Scheduling.

Appointment Real-time scheduling of future appointments, providing a choice of time periods

Booking System from which a customer can select and book a specific time period. The ABS is
(ABS) a component of Siebel Scheduling.

arguments Data passed to or received from a process or step.

asset An asset is any equipment item or component that has a unique identity. Items
with serial numbers are automatically assets. Components that define a
customer install base may also be defined as assets. Parts that are assets can be
components of an asset hierarchy (assembly, subassembly, and so on). An asset
can be defined for any product and may have a unique asset or serial number
(a serialized asset).

Asset Manager A feature in which the user can register products purchased, track warranty
information such as expiration dates, and receive other product information.

10 Glossary Version 7.5, Rev. B

 Glossary Terms
A

asset mapping Provides a mapping from an asset’s physical condition and age to a factor that is
used to calculate its current value or replacement cost.

asset Transactions that maintain the installed base. Transactions of the type Install,
transaction Uninstall, Upgrade, and Downgrade are asset transactions. These transactions must
be created manually, except for field part movements, which create Install and
Uninstall transactions automatically.

as-of A term used to describe any trade processed not on the actual trade date, but “as
of” the actual trade date.

attributes Details of a dimension. Usually they appear as fields (columns) of a dimension

table.

auction item In Siebel eAuction, a product or service that listers make available for bids. An
auction item consists of one or more products. Note that it is the auction item on
which bids are placed, not separate products within the item.

AuctionAlert An automated service in Siebel eAuction that notifies users when auction items of
interest become available. Users define search criteria and categories of interest and
then are notified when lots matching those criteria become available.

authentication The process of identifying an individual that is usually based on a user name and
password. Authentication verifies that the individual is the person he or she claims
to be, but it cannot verify the access rights of that individual.

Authentication The logic within the object manager that manages the authentication process.
Manager

authentication An external service that verifies a user’s login credentials. It may be the same
service physical device as the directory or it may be a separate device.

automatic call A specialized phone system consisting of hardware (such as a switch) and software
distributor that work together to route calls to call queues and call center agents.
(ACD)

average profit Average profit earned by the financial institution for this product.

Version 7.5, Rev. B Glossary 11

Glossary Terms
B

B
barcode A series of vertical bars printed or stamped on parts, containers, labels, or other
media that represent information read by an electronic barcode reader attached
to a computer system. Most commercial barcode readers can read the various
barcode systems: Code 39, Code 128, ISBN, and so on.

barcode label A label that carries a barcode.

barcode reader An electronic device (scanner) that reads barcodes. There are two types of
readers:

Readers that plug into a computer and emulate typing on the keyboard. These
can be programmed to add special characters before or after the code, for
example a carriage return symbol after each entry.

Readers that are terminals, with memory, a keyboard, and an LCD panel. These
readers can run applets and connect to a server through RF transmissions or a
docking port.

base table A table that provides the essential columns to a business component. Such
tables are specified in the Table property of the business component. See also
extension table on page 29.

baseline column A numeric column that has no aggregation rule defined in the Aggregation tab
of the Logical Column dialog in the repository.

batch date A grouping of paper documents from a bin of a teller’s processing work that
contains a bin number, a batch number, and a count of documents associated
with it.

bid In Siebel eAuction, a user’s proposal to purchase or sell a product or service.

Bids are made against auction items. See also auction item on page 11.

bid list In Siebel eAuction, a running tally of all bids, winners, and runners-up based
on bid time, bid quantity, bid amount, and bid resolution for the auction format.
Portions of the bid list may be represented on item detail pages or in reports for
listers or administrators.

bidder In Siebel eAuction, a person or business that is making an offer to purchase an

item in an English auction or to sell by bidding on a Request for Quote (RFQ)
or Reverse auction. See also request for quote (RFQ) on page 56 and Reverse
auction on page 57.

12 Glossary Version 7.5, Rev. B

 Glossary Terms
B

Bin User-defined subdivision of an aisle.

bins Bins specify the physical location of batch items and to guarantee multicurrency
support, bins can only contain documents of a single currency. A bin is associated
with a specific cash drawer and has a batch total, a batch item count, and a batch
ID. The batch item counter identifies the number of documents that the bin
currently holds. Sample batch items include on-us-checks, transit checks, traveler’s
checks, credit card slips, and utility payments.

blended agent See agent on page 9.

bound A Siebel Marketing business measurement that is stored in a data warehouse. It can
measure be manipulated or aggregated. Bound measures are based on numeric database
fields, such as Opening Balance, Interest Rate, Number of Checks, and so on. Bound
measures are typically used with other measures to create custom measures.

branch A possible outcome of a workflow process step. A branch can have one or more
conditions. A branch is followed by a step in the workflow process definition. If all
of the conditions for the branch are met, the work item proceeds to the step
following the branch.

bridge table A table between two related tables that allows a many-to-many relationship
between the other tables. This is normally called an intersection table.

Briefing, A dynamic report that Siebel eBriefings creates by integrating information from
Siebel multiple internal and external sources to give users targeted, up-to-date business
intelligence.

Business A Siebel eBusiness Application Integration (eAI) component that defines and
Integration manages data exchange between Siebel eBusiness Applications and external
Manager applications. Business Integration Manager allows users to define real-time
(BIM)
asynchronous or real-time synchronous exchange of information.

business The highest level object in the business model and mapping layer. Contains logical
model tables, logical columns, dimensional metadata, and logical source mappings.

business A group of one or more business components. A business object represents an

object entity in the Siebel application that you would like to monitor. A workflow process
is based on one and only one business object. Business objects are defined in Siebel
Tools.

Version 7.5, Rev. B Glossary 13

Glossary Terms
B

business process A process that is associated with operational objectives and business
relationships. A business process is a set of one or more linked procedures,
which collectively realize a business objective. An example of a business
process is managing a new service request.

business service A type of step in a process in which an automated call is made to a service, such
as the Outbound Communications service that handles inbound and outbound
messaging. A workflow process definition can have one or more business
service steps.

14 Glossary Version 7.5, Rev. B

 Glossary Terms
C

C
call by Arguments passed by reference to a procedure can be modified by the procedure.
reference Procedures written in Basic are defined to receive their arguments by reference. If
you call such a procedure and pass it a variable, and if the procedure modifies its
corresponding formal parameter, it modifies the variable. Passing an expression by
reference is legal in Basic; if the called procedure modifies its corresponding
parameter, a temporary value is modified, with no apparent effect on the caller.

call by value When an argument is passed by value to a procedure, the called procedure receives
a copy of the argument. If the called procedure modifies its corresponding formal
parameter, it has no effect on the caller. Procedures written in other languages, such
as C, can receive their arguments by value.

call center or A facility supporting customer interactions through various channels, including
contact center telephone and email.

call script In Siebel SmartScript, an ordered set of questions and the transitions between them,
as defined by a Siebel application administrator and used by a call center agent.

campaign A collection of marketing offers that are associated with segments or lists within a
marketing program stage.

cascade copy To copy the contents of a data structure, including all its substructures.

cascade delete To delete the contents of a data structure, including all its substructures.

catalog (1) The hierarchy of products and categories in a model. See also category on
page 15 and product on page 51. (2) In Siebel eAuction, a list of related products
that are managed and controlled by a catalog administrator. Each catalog can have
its own separate category structure and its own look and feel. (3) In Siebel
eConfigurator, a catalog (or model) contains items that are assembled from an
inventory list using relationships supported in the Siebel modeling environment.

category (1) A classification of items. Categories define the structure through which users
find products and items. (2) In Siebel eAuction, a collection of similar items within
a catalog. Categories define the structure through which users find products and
items.

channel A medium for inbound and outbound communications, including voice, email, fax,
wireless message, and page.

Version 7.5, Rev. B Glossary 15

Glossary Terms
C

Channel and A program that helps alliance and channel partner organizations improve
Alliance performance by identifying revenue streams and developing mutually beneficial
Partner business plans. See also partner on page 48.
Management
(CHAMP)

channel A company that sells another company’s products, such as a retailer, a distributor,
partner or a value-added reseller.
company

character Data exchanged between components using different code pages. For example,
conversion numeric data must be converted from the standard used by the source code page
into the equivalent used by the destination code page. This applies to character
conversions from Unicode to a standard code page, from a standard code page to
Unicode, and from one type of Unicode to another type of Unicode (such as from
UTF8 to UCS2).

character See character set encoding on page 16.

encoding

character set A group of characters (alphanumeric, text, or special) that share a common
relationship. There are many character sets used in the computing industry.
Character sets are identified by a character set name (See also character set name on
page 16).

character set A specific computer representation of a character set. Most character sets have only
encoding one encoding. However, some character sets, such as Unicode, can have multiple
encodings. Another prominent example of a character set with multiple encodings
is JIS (Japan Industrial Standard). Shift-JIS, EUC, and ISO 2022-JP are all encodings
based on JIS. Character set encoding is also known as character encoding.

character set A name identifying a character set encoding (See also character set encoding on
encoding page 16). For character sets with a single encoding, the character set encoding name
name and the character set name (See also character set name on page 16) are usually the
same. The notable exception is Unicode. As with character set names, industry
standardization is minimal and there are multiple names for the same encoding.

character set A name identifying a character set (See also character set on page 16). These names
name are not well-standardized and many character sets have multiple names. However,
you can use formal identifiers to clearly specify a character set when necessary.

16 Glossary Version 7.5, Rev. B

 Glossary Terms
C

Examples of traditional character sets are Western European, covering

languages spoken in Western European countries as well as in all countries in
the Americas, and Japanese covering the Japanese language.

chart applet A chart applet graphically displays data from a business component in various
formats for analysis of trends, category comparison, and other data
relationships. Any data in a business component can be included in a chart. The
data in a chart applet reflects the current query for the business component.
The user can update the chart with changes to the query by clicking inside the
chart. Chart applets are configured using Siebel Tools.

chart filter A data display feature that allows the user to switch from one chart to another—
for example, to go from a Sales Pipeline chart to a Size Analysis chart.

chart type A drop-down control for filtering the data being charted.

check in In Siebel Tools, to move object definitions in one or more projects from a
developer’s client-side repository to the server repository. Checking in also
clears the server lock on the checked-in object definitions, which makes these
object definitions available for use by other developers.

check out In Siebel Tools, to move objects in one or more projects in the server repository
to a developer’s client-side repository. Checking out also places a lock on the
checked-out object definitions, so that other developers cannot change these
object definitions.

class A designation that describes employees as a group for the purposes of providing
different groups of employees different rules for their retirement plan benefits.

clients See companies and contact.

Client Wins A rule used to resolve a data conflict in Siebel Remote Server during data merge,
synchronization, and Enterprise Integration Manager (EIM) and repository
merges. During the merges, the data value from the client database takes
precedence over the data value on the server database. For consistent results,
both client and server must employ the same rule. See also Server Wins on
page 60.

client-side error An error in input that can be validated on the client, such as an incorrect field
format. A client-side error is validated before the information is sent to the
server. See also server-side error on page 61.

Cluster Services, A server platform that allows users to run Siebel Servers and Siebel Gateway on
Siebel two-node hardware clusters, thus providing higher levels of availability and
fault tolerance.

Version 7.5, Rev. B Glossary 17

Glossary Terms
C

code page Also known as codepage. A Microsoft Windows implementation of a character set
encoding on page 16. Code page is used by some vendors (even Microsoft) to mean
ANSI code page (Windows) and OEM code page (DOS), but it does not refer to ISO
character sets. IBM uses a numbering system which is similar, and often identical,
to Microsoft. However, IBM renumbers extensions while Microsoft does not, which
can lead to confusing instructions, such as, “Use IBM 949 with Siebel applications
and MS 932; IBM 932 is an older version.”

code page A Microsoft Windows designator for a Microsoft Windows code page. This number
number is used by the Windows operating system to identify code pages and is similar to a
character set encoding name on page 16.

combo chart A type of chart that displays a line graph overlaid on a bar chart.

comment A comment is text that documents a program. Comments have no effect on the
program (except for metacommands). In Basic, a comment begins with a single
quote and continues to the end of the line. If the first character in a comment is a
dollar sign ($), the comment is interpreted as a metacommand. Lines beginning
with the keyword Rem are also interpreted as comments.

communicatio Specification of an outbound communication, such as an email message, to be

n request delivered by Siebel Communications Server.

communicatio A set of data that an administrator can use to set up and maintain a deployment of
ns Siebel Communications Server to support call center or contact center activities,
configuration such as Siebel CTI.

communicatio A program, library, or other resource developed for the Siebel Communications
ns driver Server to support integration with a particular third-party messaging system, such
as a CTI middleware package, an email server, and so forth.

communicatio A toolbar that is displayed under the application-level menu in Siebel eBusiness
ns toolbar Applications when Siebel Communications Server is used to support Siebel CTI,
Siebel eMail Response, or other related modules. This toolbar allows a contact
center agent to interact with a customer using telephone, fax, email, and so forth.

companies Companies are the organizations with whom the user of Siebel Financial Services
does business. Also, not to be confused with Financial Accounts.

competitive Relationships the customer has with the organization’s competition.

relationships

18 Glossary Version 7.5, Rev. B

 Glossary Terms
C

complex join A join between two tables over nonforeign key-primary key columns.

component The original warranty from the component or subassembly manufacturer who was
warranty responsible for the production of the part.

Computer The means by which a computer system can interact with the telephone system.
Telephony Telephony activity, such as making a call or answering a call, can be performed
Integration within Siebel eBusiness Applications using the communications toolbar.
(CTI)

configuration Typically, in Siebel Tools, the modification of a Siebel application to change its look,
feel, and behavior to meet specific business requirements.

configuration A Siebel file that contains Siebel application configuration data. It is stored on the
file Siebel Server or on the Siebel client. The extension for a configuration file is .cfg,
for example uagent.cfg.

configurator In Siebel eConfigurator architecture, the software module execution machinery used
engine to implement the semantics defined by a model.

conflict The process of identifying inconsistent database change transactions between

detection intermittently connected databases. For example, two values in the same field of a
table would cause a conflict. Siebel Remote detects duplicate conflicts, operation
conflicts, and update conflicts. See also Client Wins on page 17, Server Wins on
page 60, and update conflict on page 70.

conflict The process of applying a set of rules, or algorithm, to conflicting transactions to

resolution determine which transaction has precedence for updating the database. Used in
data synchronization. See also Client Wins on page 17, Server Wins on page 60,
and update conflict on page 70.

connection An object in the Physical layer that describes access to the data source.
pool
For each data source, there is at least one corresponding Connection Pool. The
connection pool contains data source name (DSN) information used to connect to
a data source, the number of connections allowed, timeout information, and other
connectivity-related administrative details.

connector (1) A type of Siebel integration product that uses Siebel eBusiness Application
Integration (eAI) to exchange application data and interact with a third-party
application or server. (2) In Siebel Business Process Designer Administration Guide
it is a definition of the relationship between two workflow process steps.

Version 7.5, Rev. B Glossary 19

Glossary Terms
C

contact A person with whom the user of Siebel Financial Services does business. A contact
may have a direct relationship with the user or may have a relationship due to their
position and duties within a company.

contact access See sales team on page 59.

list

contact center See call center or contact center on page 15.

constraint A set of rules that guide the Optimization Engine and the ABS while searching for
a solution. For example, a field service engineer cannot work more than 12 hours
in a day. Constraints may be hard or soft (hard versus soft rules). Solutions that
violate hard rules are discarded even though they may be better than other
solutions. The Optimizer may use solutions that violate soft rules, but the Optimizer
assigns a penalty to these violations that may make one solution less favorable than
another solution.

contract This is another name for agreement. It often replaces agreement in formal
discussions or communications. The term contract is the accepted term within the
legal and business communities.

contract (1) Assigning a time slot to an appointment based on service contract commitments.
scheduling This process may require rescheduling (reoptimizing) the entire schedule to
accommodate the new activity or fitting the new assignment into a free spot in the
schedule. (2) In field service, contract scheduling is the inserting a high-priority
service activity into a schedule with minimal disruption of the schedule and
without significant increase in the cost of the schedule. Contract scheduling often
responds to a break/fix incident while accommodating time commitments specified
in a service contract (for example, a field service engineer must be on site within
four hours). Contract scheduling requires an immediate response. Contract
Scheduling is a component of the Optimizer.

control A visual object, displayed in the user interface, that allows user interaction with the
application.

20 Glossary Version 7.5, Rev. B

 Glossary Terms
C

control ID This can be a text string, in which case it is the name of the control, or it can be a
numeric ID.

NOTE: Control IDs are case-sensitive and do not include the dot that appears before
the ID. Numeric IDs depend on the order in which dialog box controls are defined.
You can find the numeric ID using the DlgControlID function.

Cost function A formula that the Optimization Engine uses while optimizing a schedule. The cost
function determines what constitutes a low cost solution. After considering the
constraints for scheduling, the Optimizer uses this formula to weight possible
solutions based on the consequences of a schedule for the service provider; for
example:, Cost = 100*Distance + 500*overtime + 1000*priority

An optimal solution is one that respects the constraints and minimizes (or
maximizes) the cost function.

NOTE: Cost does not imply financial cost, but instead is simply a weighting factor

Cost list Consists of a cost name and a default cost method (standard, average, next, last).
Cost List Items contains products associated with a cost list, along with the cost
values for each product. Cost values are required for costing products, based on
different cost methods. A cost list can be associated with a price list.

costs The total costs incurred to meet an agreement. Costs include labor, materials,
overhead, travel, supplies, tools, purchases, inventory carrying costs,
transportation, billing, depreciation, and other capital expenses needed to fulfill the
terms.

count basis A method of inventory classification that determines how often to count a product
during cycle counting. Inventory locations with a count basis of ABC are counted
according to their relative value. Inventory locations with a count basis of XYZ are
counted according to their relative turnover. The Cycle Counting Engine counts
inventory locations with higher turnover and value more often.

count The interval in days between physical counts of inventory. Counting frequency is
frequency less than or equal to the counting period. For example, a counting period of 60 days
may have a counting frequency of seven days, so that inventory counts take place
every seven days. In 60 days all inventory is counted at least once.

Version 7.5, Rev. B Glossary 21

Glossary Terms
C

count period See Period.

coverage See entitlement on page 28.

CTI Computer Telephony Integration. See Computer Telephony Integration (CTI).

CRM Customer Relationship Management. This is an industry term referring to the

management of customer accounts and information.

customer A display of critical information about the current customer. In Siebel Call Center,
dashboard an application display area in which customer information can be displayed to a call
center agent.

customer The various levels at which a Siebel marketer plans to target campaigns.
hierarchy

customer CIF. A Siebel eBusiness Platform configured as the central repository for enterprise
information customer, partner, and prospect data. This product will interact within an enterprise
file architecture to use the key back office systems that act as the system of record, or
master, for a particular subset of data.

customer A unique numeric value that identifies the customer from all other customers.
number

customer- This term indicates that the customer is the central focus or the hub of information
centric for a set of views.

customer Includes internal, external and competitive relationships. Internal relationships are
relationships those that the customer has with other divisions within the organization. External
relationships are those that the customer has outside the organization. Competitive
relationships are those that the customer has with the organization’s competition.

customer There are two types of Customer Sessions—Account holder and Non-account
session holder:

Account holder. This type of customer session is initiated when the customer
involved in the interaction with the user is a client of the financial institution and
can be identified by the system.

Non-account holder. This type of customer session is initiated when the customer
involved in the interaction with the user is not a client of the financial institution.

22 Glossary Version 7.5, Rev. B

 Glossary Terms
C

customer type An indicator of the type of customer the product will be marketed to (such as, small
business, consumer, or corporate).

customization See configuration on page 19.

cycle counting The process of reconciling actual inventory with inventory as recorded in the
database. This involves counting only part of an inventory at one time. By cycling
through the entire product inventory, each item is counted at least once during a
specified time period.

Version 7.5, Rev. B Glossary 23

Glossary Terms
D

D
DNIS Dialed Number Identification Service.

Dashboard Dashboards are typically used to display reports specific to the needs of users or
groups. Siebel Analytics allows you to create your own dashboards or to access
preconfigured dashboards. Historical and current data sources can be merged into
a single dashboard. See also customer dashboard on page 22.

data A high-level function that performs the overall management of data resources in an
administration organization, including the maintenance of corporation-wide definitions and
standards.

data conflict A situation in which data that is being updated, inserted, or deleted is inconsistent.
See also conflict detection on page 19.

dated date The first day that interest starts to accrue on newly issued bonds.

data map The rule for converting data represented in one data model schema to an equivalent
representation in another data model schema. See also data transformation engine
(DTE) on page 25.

data security A scheme for protecting data from intentional or unintentional update or deletion.
Often the protection is accomplished by restricting each user’s individual ability to
create, read, update, or delete specific information.

data source A logical identifier for a data source containing connection and login information,
name (DSN) typically to a database.

data A process invoked by a Siebel Remote user to send changes from that user’s laptop
synchronizatio to the server, and to receive and apply changes from the server. This process is
n necessary to keep the Siebel database and the local database current.

data table A Siebel table with a Type property value of Data (Public) or Data (Private). Data
tables are in contrast to extension (See also extension table on page 29) and
interface tables (See also interface table on page 35 and table, in relational
database on page 67), among others.

data The component of data reconciliation that converts data from the format of the
transformation source operational systems to the format expected by the Siebel application.

24 Glossary Version 7.5, Rev. B

 Glossary Terms
D

data A library of functions that is used to convert data represented in one data model
transformation schema to an equivalent representation in another data model schema.
engine (DTE)
The Siebel Data Transformation Engine maps the vendor output integration object
to a Siebel input integration object.

data A rule for converting data represented in one data model schema to an equivalent
transformation representation in another data model schema.
rule

data The whole environment to enable decision support applications, including

warehouse databases containing historical data, query servers, client tools, data extract and
movement, processes, and planning.

database A valid account on the application database. The database account credentials are
account used to connect to the database.

database An individual whose duties include responsibility for the design, management, and
administrator implementation of the database, including maintenance of the relational database
(DBA) management system (RDBMS) that stores application data. See also application
administrator on page 10 and system administrator on page 66.

Database The component of Siebel Remote and Replication Manager that creates a database
Extract snapshot file for a given Mobile Web Client user. The snapshot contains all the data
required to initialize the user’s local database and is visible to that particular user.
A database extract retrieves data according to predefined routing rules.

database The importing of data into an empty local database.

initialization

database An application that is used to create, maintain, and provide controlled access to user
management databases.
system
(DBMS)

database (1) The computer on which a shared database resides. (2) The combination of
server hardware and software that allows users to access information stored in the
database.

data-level Integration by accessing legacy databases or files through EIM, dataimp, and
integration dataexp routines, and the External Business Component facility.

Version 7.5, Rev. B Glossary 25

Glossary Terms
D

deals A set of information, including documents, activities and data, relating to an

opportunity to generate revenue for an institution. Information is shared between a
set of users all working to realize the deal (called a deal team). The information can
be restricted such that only users on the deal team can see the information.

decision The capability to ask business questions over large quantities of historic
support information.

deduplication Part of the Siebel Data Quality solution, deduplication is a process that identifies
and eliminates duplicate Account, Contact, and Prospect records. It can be used in
real-time or batch processing mode. See also dirty data on page 26.

designated A Siebel customer contact who receives Siebel training and can call for Siebel
contact support. The trained designated contact provides technical support to users. Siebel
Technical Support provides support to a customer’s designated contacts only.

detail In a one-to-many relationship, the detail business component records or detail table
rows correspond to the many aspect of the relationship. See also master on page 40.

dialer A combination of hardware and software that automatically initiates outbound

telephone calls. Typically, a dialer retrieves contact data from a database. An agent
gets on the line only if a connection is made to a live recipient.

dimension A category of attributes by which the business is defined.

dimensional Levels in a dimension that are related to each other by one-to-many relationships.
hierarchy For example, a region hierarchy can be defined as a ZIP Code rolling up to a city
rolling up to a state. That is, there is exactly one city and one state corresponding
to a single ZIP Code, but there might be many ZIP Codes corresponding to a single
city, and there might be many cities corresponding to a single state.

directory The store, such as an LDAP directory, where user information, such as database
account and roles, is stored external to the Siebel application.

dirty data Data that typically has come off several transaction systems and needs to be cleaned
before being queried in order to get correct results. Examples of dirty data are
duplicate records, records that use inconsistent naming conventions, or records that
do not have compatible datatypes. See also deduplication on page 26.

discount A decrease applied to the insurance premium due to reduced risk potential.

dispatcher The length of time (in days) that is used by the scheduling engine for contract
horizon scheduling. Typically, this length is from day 0 to day 7 (today to a week from now).

26 Glossary Version 7.5, Rev. B

 Glossary Terms
D

display Functions that operate on the result set of a query to produce aggregated results.
functions Examples are TOPn, BOTTOMn, PERCENTILE, and MAVG.

distribution A way of delivering goods and services to a given market.

channel

distribution A collection of outbound ports that can be used to send the same document to a
list group of different trading partners.

docking In Siebel Sales, rules that determine which records from the server database are
visibility rules propagated to each mobile user.

document A list of the documents associated with an insurance policy, not the actual
index document itself.

domain A group of computers and devices on a network that are administered as a unit with
common rules and procedures. Within the Internet, the domain in which a device
is said to reside is determined by a specific part of its Internet Protocol (IP) address.
All devices for which that part of the IP address is the same are said to be in the
same domain.

draw In Siebel Incentive Compensation, payments that companies make to sales

representatives in advance of performance.

drill across Navigation by the user to more detailed information related to the hyperlink.
Clicking on the hyperlink moves the user to another screen within the application.
For example, clicking a hyperlink in the Account column takes the user to the
Account screen for the selected record.

driving table A mechanism used to optimize the manner in which Siebel Analytics Server
processes multidatabase joins when one table is very small (the driving table) and
the other table is very large.

D-U-N-S A number, assigned by D&B, that uniquely identifies a company. Sometimes

number appears as DUNS # in the Siebel application user interface.

duplicate A conflict that occurs when two database rows residing on different machines have
conflict the same value for the user’s primary key. See also deduplication on page 26 and
dirty data on page 26.

Dutch auction In Siebel eAuction, an auction format in which the item price decreases over time.
The seller determines the amount by which the price will drop and the length of the
interval after which it will drop.

Version 7.5, Rev. B Glossary 27

Glossary Terms
E

E
BPP Electronic Bill Presentment and Payment.

EFT Electronic Funds Transfer.

EIN Employer Identification Number.

eBusiness Allows external systems to communicate with Siebel eBusiness Applications. Siebel
Application eAI components include transports and adapters for BizTalk, MQSeries, MSMQ and
Integration HTTP, as well as connectors that interface directly with specific third-party
(eAI)
software, such as PeopleSoft or SAP.

elapsed time In Siebel Call Center, the length of time an agent has been on the phone with a
customer. See also target time on page 67.

employee Consults with employers to analyze and design their employee benefits plans. These
benefits consultants usually do not sell insurance or retirement plan products, although
consultant some may be licensed agents or brokers.

English Also called a Forward auction. The traditional and most popular auction type. An
auction item is sold to the bidder who makes the highest bid. If multiple items are
auctioned, all winning bidders pay their bid prices. Siebel eAuction includes
AutoBid, a feature that acts as an auction bidder’s agent. In an English auction,
AutoBid raises bids by the bidder’s chosen bid increment until the bidder’s
maximum bid amount is reached.

enterprise The enterprise selling process (ESP) allows sales teams to penetrate, cover, and
selling process grow large strategic accounts, especially global accounts. By using ESP, sales teams
(ESP) can identify the customer’s business drivers and objectives, uncover opportunities
at other companies, develop global account strategies, manage key executive
relationships, and take advantage of partner and marketing activities.

entitlement (1) The services a customer receives based on a contract (often referred to as
coverage). An entitlement defines service obligations by account, contract, or asset
over a specific time period. (2) In field service, entitlement is a document that
defines the level of support for specific accounts, contacts, and products, including
the response time and the service level that customers can expect.

Entitlement The values that characterize a level of service; for example, response time.
metric

28 Glossary Version 7.5, Rev. B

 Glossary Terms
E

event Selected events within Siebel eBusiness Applications that allow the association of
extension routines that extend the base behavior of an application. When a Siebel
event is activated, developer-specified procedures are invoked in addition to the
standard procedures coded in Siebel eBusiness Applications.

Exception Specific day or hours in a schedule that are specified for working or not working;
hours for example, a midweek holiday in a 12 x 5 schedule.

explorer tree An applet that presents hierarchically structured information in an expandable tree
control.

extension A single line or directory number that is available for a teleset. An agent can receive
telephone calls on one particular extension for a given session in a CTI-enabled
Siebel application. See also teleset on page 67.

extension A column that may be used by a custom-configured Siebel application, but is not
column used by standard Siebel eBusiness Applications.

extension A special type of table that provides additional columns to a data table. The
table database product may support only a limited number of columns, or it may not
allow adding a column to a table after it is populated with data. Siebel eBusiness
Applications provide extension tables for most of their base tables. See also base
table on page 12 and extension column on page 29.

external News and other information that is created outside of the user’s company and is
content brought to the user by Siebel eBriefings and Siebel eContent Services through
arrangements with external content providers.

external data Mapping to data that resides in sources external to a Siebel application for the
mapping purpose of building measures, attributes, filters, and segments for use in marketing
campaigns.

external The integration object that holds data represented in an external application’s data
integration model schema. For outbound integration, it holds data coming out of the Siebel
object application after processing by the data transformation engine (DTE). For inbound
integration, it holds data that goes into the Siebel application before processing by
the DTE. See also data transformation engine (DTE) on page 25.

external Relationships that customers have outside of their own organization.

relationships

Version 7.5, Rev. B Glossary 29

Glossary Terms
F

F
FDIC Federal Deposit Insurance Corporation (U.S. only).

fact table A table in a dimensional schema that contains measures and has foreign-key
relationships with dimension tables.

Fairness Rules governing the equitable distribution of workload in a service organization.

constraints

Favorites See Queries drop-down list on page 53.

drop-down list

featured A catalog that is given special treatment to call attention to it, such as new and sale
catalog catalogs.

featured item An item that is given special treatment to call attention to it, such as new and sale
items.

fee-per-use Charging a customer for the use of a product according to how much the customer
uses it.

field, A field whose value is derived from the values of other fields by a formula. You do
calculated not enter data into a calculated field; the system automatically determines the
correct value.

Field service A record in Siebel Field Service that maintains information about activities
activity performed by field service engineers or repair technicians. This is an extension of
Siebel Activity, with Field Service customizations that specifically meet the
requirements of engineers reporting complex, standardized service activities,
including work done in response to a service request, assignment and scheduling
of field activities, and tracking of tools and parts.

Field service An employee trained to respond to a customer’s request for on-site service and
engineer (FSE) repairs.

file An external document that a user can bring into a Siebel application, open, and edit.
attachment It can also be transferred between a local database and the server during
synchronization.

firms Organizations.

30 Glossary Version 7.5, Rev. B

 Glossary Terms
F

flexible group A feature that routes data based on subsets of routing rules, known as a routing
routing model on page 58.

forward See English auction on page 28.

auction

fragmented A logical table source with one or more physical tables that makes up a portion of
table source the data at a given level of aggregation.

Frequency See count frequency.

Fulfillment The process of selecting and allocating inventory to satisfy an order. The Fulfillment
Engine locates inventory items or substitute items, allocates these items, and
generates pick tickets. The Fulfillment Engine generates an inventory transaction for
a specified product, quantity, source, and status, based on the priority of the order
and the relationships defined for the account selected or order terms specified.

function A procedure that returns a value. In Basic, the return value is specified by assigning
a value to the name of the function, as if the function were a variable.

functional In a dimensional hierarchy, nonkey columns are said to have a functional

dependency dependency on a key column because each key value always corresponds to the
same nonkey values. This fact allows precomputed aggregates to be used to answer
a much broader set of queries.

Version 7.5, Rev. B Glossary 31

Glossary Terms
G

G
Geocode A geographic locator that includes the city, state, country, ZIP Code, longitude, and
latitude down to degrees.

GIS Geographic Information Systems. Provides geographic information about provided

addresses, latitudinal and longitudinal coordinates, and other geographic
conventions.

global The process of installing, configuring, testing, and deploying Siebel eBusiness
deployment Applications in more than one locale and language.

Glued period The time period, starting from the present time, when all activities on a schedule
are automatically locked and may not be rescheduled. No activities should be
rescheduled within the Glued period. However, exceptions can be set manually on
the Dispatch Board.

granularity The level of detail of the records in a table.

group pension A group pension is the retirement or pension plan bought by a company or
organization as a benefit to the employees or members.

32 Glossary Version 7.5, Rev. B

 Glossary Terms
H

H
Hard Rules that the Optimizer or Appointment Booking processes must satisfy. Solutions
constraints that do not satisfy these rules are discarded. For appointment booking, all
constraints use only hard rules. For optimization, rules can be either hard or soft.

hierarchical A logical rollup of attribute family levels that facilitates drilldown in segments and
attribute suppression views—for example, rolling up postal codes to state, region, or country.

hierarchical Displays hierarchically organized data in an expandable list format. Elements in the
list applet list can be expanded to show subordinate elements by clicking the plus (+) icon.
Click the minus (–) icon to collapse an expanded hierarchy. Levels of indentation
represent hierarchical relationships.

hierarchy See dimensional hierarchy on page 26.

holder A person, an organization, or a company that owns the account or security.

holdings Typically shares of securities or mutual funds but may be other types of investments
such as real estate properties.

household A unique numeric value that identifies the household from all other households.
number

housing The percentage of gross monthly income that goes toward paying housing expenses.
expense ratio

hoteling The way in which a contact center allows agents to share computer and telephone
equipment.

HTML An HTML model or style file for generating a Web template containing both
template standard HTML and Siebel tags. Information in the HTML template file is combined
with information stored in the Web template object definition in the repository to
generate the final HTML output.

Version 7.5, Rev. B Glossary 33

Glossary Terms
I–K

I–K
image control A feature that lets a developer display pictures stored as bitmap files that are
associated with business component records.

image fee A flat-rate charge for uploading images to be posted to an auction site.

imaging system Software that allows paper documents to be captured in digitized format for
indexing, printing, faxing, distributing, and archiving.

immediate annuity An annuity under which benefit payments commence one annuity period after
the annuity is purchased. An annuity period is the time span between each of
the payments.

inbound integration The process of making data from an external application accessible from within
a Siebel application.

Indirect expenses Expenses incurred while executing a service. This includes costs for generating
a service request, shipment costs, pick tickets, email response cost, and so on.

index In relational databases, a system table that cross-references the values in

selected database columns to the rows in which those values reside. Indexes
can improve the performance of queries.

instantiate (1) In Siebel eBusiness Applications, to instantiate is to create an instance of an

object definition. (2) In object-oriented programming, to instantiate is to create
an instance of a class.

instructional text In Siebel SmartScript, a script to assist call center agents in troubleshooting or
selling.

integration A document typically consisting of header and body data. Header data
message identifies the message type and structure. Body data contains one or more
instances of data, for example orders, accounts, or employee records.

integration object Defines integration points in the Siebel eBusiness Application Integration (eAI)
architecture. See also integration point on page 34.

integration point The data interface that connects business processes. An integration point can
consist of equivalent and overlapping information that resides in two
applications. An integration point can also be defined to connect distinct, but
related, information that is needed to support the different steps of a business
process. See also integration object on page 34.

34 Glossary Version 7.5, Rev. B

 Glossary Terms
I–K

interapplicatio Variables that can be sent back and forth between a Siebel application and external
n variables applications that access the Siebel application.

interface table A table that denormalizes a group of base tables into a single table with which
external programs can interface. Used by Siebel Enterprise Integration Manager to
import initial data for populating one or more base tables. See also base table on
page 12 and table, in relational database on page 67.

Internal order Document used to replenish stock or move inventory among inventory locations.

internal Relationships the customer has with other divisions within the organization.
relationships

internationaliz The process of making a software product localizable for any locale on page 38. It
ation is often abbreviated as I18N because there are 18 characters between the initial I
and the terminal N.

intersection A table that implements a many-to-many relationship between two business

table components. It may also hold intersection data columns, which store information
pertaining to each association.

intranet A network inside a company or organization that is accessed by using the same
kinds of software (such as Web servers and browsers) as those used on the public
Internet.

Inventory Categories of inventory that specify availability and status. An inventory level is
levels specified by a pair of values; for example:

■ On Order (availability), Good (status)

■ On Hand (availability), Good (status)

■ Reserved (availability), Good (status)

■ In Transit (availability), Defective (status)

Inventory levels can exist at any inventory location.

Inventory The physical location of inventory; for example, a field engineer’s trunk,
location a warehouse, or a sublevel, such as a shelf or an aisle in a warehouse.

investments A collection of individual securities usually held in an investment account.

Version 7.5, Rev. B Glossary 35

Glossary Terms
I–K

Invoice A document describing the work performed and the amount billed to and payable
by the customer.

item detail The Siebel eAuction Web page containing information about a given item, such as
page the item number, item description, item photo (if available), lister ID, link to the
lister’s rating, link to send email messages to the lister, and item bidding history.

ITIN A number used by nonresident aliens in the United States as a type of TIN or SSNtax
identification number.

jeopardy A state in which a contractual commitment is in danger of not being met. This may
occur for several reasons, such as a vehicle breakdown or a previous job running
late.

36 Glossary Version 7.5, Rev. B

 Glossary Terms
L

L
label A label identifies a position in the program at which to continue execution, usually
as a result of executing a GoTo statement. To be recognized as a label, a name must
begin in the first column and must be immediately followed by a colon (:). Reserved
words are not valid labels.

language code The code that specifies which human language is used for a display value. Each
language has its own code identifier—for example, ENU identifies U.S. English. For
a list of language codes, see the server installation guide for the operating system
you are using.

level A component of a dimensional hierarchy that rolls up or is rolled up from other

levels. See also dimensional hierarchy on page 26.

license file The file that specifies how many catalogs, categories, and items can be supported
in an auction.

license key Siebel eBusiness Applications use license key numbers to allow your organization
to access the products you have licensed.

list format Sequences the fields of information that appear in the Siebel Marketing distribution
list. When partnering with external vendors or fulfillment houses for execution of a
campaign, marketers must pass data according to a predefined fixed file structure.
Users can define list formats according to these requirements to pass the data in the
appropriate format.

list The process of importing and managing lists of contacts and prospects for use in
management marketing and sales campaigns.

list measure An alphanumeric database field that is used during list generation for vendors.

list of values A set of values in a static picklist. It includes the value, the language, and the display
(LOV) value of the picklist. Also, a drop-down list containing values used throughout an
application. For example, one part of the list might include postal codes for states
and countries.

lister In Siebel eAuction, the individual or company posting an item to an auction. The
lister defines the item.

Version 7.5, Rev. B Glossary 37

Glossary Terms
L

loan-to-value The relationship between the principal balance of the mortgage and the appraised
percentage value (or sales price if it is lower) of the property. For example, a $100,000 home
with an $80,000 mortgage has a LTV percentage of 80 percent.

LOB Line of Business.

local database A database that resides on a user’s laptop and contains data that is visible only to
that user. It is periodically synchronized with a corporate database. See also Siebel
Mobile Web Client on page 63.

local lock In Siebel Tools, the lock placed on a project in the local repository instead of on the
server. Using a local lock allows developers to modify object definitions in a project
on the local database. It is advantageous for testing, but it does not allow the
developer to check in the modified object definitions to the server. See also check
in on page 17.

locale A set of user preference information related to the user’s language and cultural
conventions. See also global deployment on page 32 and internationalization on
page 35.

localization Localization is the process of adapting a program for a specific locale. It is often
abbreviated L10N because there are 10 characters between the initial L and the
terminal N.

locking In Siebel Tools, when a project is locked, one developer can modify its object
definitions, but others cannot. However, unlike check out, locking a project does not
copy its object definitions from the server to the local database. See also check in on
page 17 and check out on page 17.

logical table A table object in the business model and mapping layer. A single logical table can
map to one or more physical tables.

Login form The user interface form through which the user presents his or her user credentials.

Logistics The process of planning, implementing, and controlling the efficient, effective flow
and storage of goods, services, and related information from point of origin to point
of consumption.

Logistics A module of Siebel Field Service that includes the Fulfillment, Part Locator, Parts
Manager Movement, Replenishment, and Cycle Counting Engines.

38 Glossary Version 7.5, Rev. B

 Glossary Terms
L

loss taker The person who takes the initial insurance loss report. This varies greatly by
company and can be a call center service representative, an agent or agent’s
employee, or an insurance claims adjuster.

LOV List of Values. See list of values (LOV).

LTV Loan to Value. See loan-to-value percentage.

Version 7.5, Rev. B Glossary 39

Glossary Terms
M

M
Manager A visibility setting for a view that provides the user access to records assigned to
visibility the manager or to the manager’s direct reports. Specifically, the user has access to:

■ Records owned by the user or the user’s position (depending on how ownership
is defined for the kind of data)

■ Records owned by descendant positions to the user’s position (that is, direct
reports and their direct reports)

■ Records for which a sales team is assigned, and the primary on the team who is
a descendant position to the user’s position
Manufacturer’ Protects the product user from any additional financial liability if the product fails
s Warranty and requires replacing during the warranty period.

many-to-many In Siebel eAuction, a catalog in which users who have registered as listers can post
catalog auction items. See also one-to-many catalog on page 45.

marketing file A file server that contains marketing literature and correspondence files for client
server access.

master A term that pertains to table rows or business component records. In a one-to-many
relationship, the master business component records or table rows correspond to
the one. See also detail on page 26.

material type A category that groups materials with the same basic attributes together. When a
material record is created, a material type must be assigned to it. Examples of
material types are raw materials, finished goods, and trading goods.

maximum A mortgage amount that is within 5 percent of the highest loan-to-value (LTV)
financing percentage allowed for a specific product. Thus, maximum financing on a fixed-rate
mortgage would be 90 percent or higher, because 95 percent is the maximum
allowable LTV percentage for the product.

measure Rolling up Siebel Marketing bound or custom measures into various levels of
aggregation customer hierarchies and attributes using aggregate functions such as sum, min,
max, and so on. For example, revenue sum by customer by quarter calculates
revenue for every customer for every quarter.

40 Glossary Version 7.5, Rev. B

 Glossary Terms
M

measure A column, usually in a fact table, that can change for each record and can be added
column up or aggregated in some way. Typical measures are sales dollars and quantity
ordered.

measure In Siebel Marketing, the data set that restricts computation of a custom measure.
restriction An example is total revenue within an individual account restricted to last year.

measure- In Siebel Marketing, a way to group a bound or custom measure into more useful
based splits. For example, total revenue by account could be split into three groups—high,
attribute medium, and low—that could then be used in segment and filter criteria.

measurement (1) A value associated with an asset. These values are often related to critical
performance characteristics that determine breakdown, indicate cost inefficiencies,
or track the use of multiple subassemblies. (2) In field service, measurements are
the key characteristics of assets that are diagnostic of the state of an asset. These
characteristics may be pressure, total revolutions, number of copies, and so on.

members area In Siebel eAuction, an auction page for registered users that contains links to
member services such as account administration, My Auctions, AuctionRate, and a
member’s winnings list.

message bar An area at the bottom of an application window that shows messages pushed from
the server.

metacommand A metacommand is a command that gives the compiler instructions on how to build
the program. In Basic, metacommands are specified in comments that begin with a
dollar sign ($).

metadata Data about data. Metadata objects include the descriptions of schemas (tables,
columns, datatypes, primary keys, foreign keys, and so on) and security attributes
(users, groups, and so on).

Metadata In the Siebel Mobile Connector, a business service that allows filtering of Siebel
Business applications data through preconfigured application definitions by generating XSL
Service style sheets.

method-level Integration by sharing business logic, such as a collection of shared methods or

integration operations that the Siebel application or foreign system can invoke.

middleware Software that resides between two or more types of software and translates
information between them. Middleware can cover a broad spectrum of software and
generally resides between an application and an operating system, network

Version 7.5, Rev. B Glossary 41

Glossary Terms
M

operating system, or database management system. Examples of middleware are

CORBA and other object broker programs, network control programs, and computer
telephony integration (CTI) servers.

MidMarket A Siebel Systems product line designed for the midmarket. Midmarket consists of
Edition, Siebel companies with revenues at or under a certain level as determined by Siebel
Systems.

mode of The frequency with which premiums are paid (for example, annually, quarterly, or
premium monthly).
payment

MTBF Mean time between failures; a measure of dependability of the product.

MTD Month to Date.

MTTR Mean time to repair; a measure of the time required to repair the product.

multidatabase A join between two tables where each table resides in a different database.
join

multinode An implementation that has one primary node and multiple regional nodes.
implementatio Replication Manager is used to keep data in these nodes synchronized.
n

multiple- Limits the visibility of data to the user’s organization.

organization
visibility

multiplier In Siebel Incentive Compensation, an option that allows users to create more
complex compensation rules by multiplying the output of one incentive component
by a percentage factor defined in another incentive component. See also rule on
page 58.

multitenancy The ability of a single contact center to support multiple organizations or functions,
such as multiple marketing campaigns or products, or even multiple client
companies. Siebel Communications Server and Siebel CTI support multitenancy.
Users can change position to another organization, or this can occur
automatically—for instance, when accepting a call.

multithreading (1) The running of several processes at the same time (multitasking) within a single
program. (2) In data manipulation, a system in which nodes in a tree data structure
contain pointers to higher nodes to make traversal of the structure more efficient.

42 Glossary Version 7.5, Rev. B

 Glossary Terms
M

multi-value Multi-Value Group. In Siebel eBusiness applications, the MVG is a drop-down list.
group (MVG) In Siebel Tools, a dialog box.

Version 7.5, Rev. B Glossary 43

Glossary Terms
N

N
name A Basic name must start with a letter (A through Z). The remaining part of a name
can also contain numeric digits (0 through 9) or an underscore character (_). A
name cannot be more than 40 characters in length. Type characters are not
considered part of a name.

name Financial institutions distinguish name changes as minor modifications or

information corrections, and changes or alterations of legal title. Minor modifications or
corrections are associated with fixing mistakes, while the alterations may be the
result of legal changes such as, marriage, divorce, legal name change, or adoption.

needs analysis In a needs analysis, agents ask questions and assign scores to the answers that
customers give them. Using this information, agents can recommend a package of
products or a single product and cross-sell a group of products or a single product.

Non-serialized Assets without serial numbers. Serial number tracking is not used for these assets.
assets

non-Unicode Character sets other than Unicode. The term implies that the character set supports
character set a restricted set of characters. Typically, a non-Unicode character set supports the
alphabet of a single language or collection of languages that use the same or similar
alphabets.

44 Glossary Version 7.5, Rev. B

 Glossary Terms
O

O
object A module of Siebel Tools that allows a developer to create aBsrf file from the current
compiler set of object definitions in a local repository. This file can be executed by a Siebel
application.

object type A named structure from which object definitions of the same type can be created.
An object type has a predefined set of properties. The object definitions created
from it have values for each of these properties (default or user-specified). Object
types can have parent and child object types that form a hierarchical tree structure
that is visible in Object Explorer.

occurrence, A Siebel Marketing program can be rerun periodically according to a schedule. Each
Siebel execution of a program (or stage or campaign) is tracked as a single occurrence.
Marketing

ODP Overdraft protection.

offline mode In the Siebel Analytics Server Administration Tool, a mode in which you can edit a
repository that is not loaded into the Siebel Analytics Server and therefore no users
are connected to the repository.

one-to-many In Siebel eAuction, a catalog in which only owners and administrators can post
catalog auction items. See also many-to-many catalog on page 40.

one-to-many An extension table whose rows are the detail rows of a one-to-many relationship
extension with master rows in a base table. See also extension table on page 29.
table

one-to-many A relationship between two kinds of entities in which one of the first kind
relationship corresponds to one or more of the second kind. For example, a purchase order has
one or more line items. Entity relationship diagrams use symbols to indicate one-
to-one and one-to-many relationships between database tables or logical entities.

one-to-one An extension table that contains exactly one row for each base table row. This is the
extension standard kind of extension table. See also extension table on page 29.
table

one-to-one A relationship between two kinds of entities in which one of the first kind
relationship corresponds to one of the second kind—for example, an account has one account
manager.

Version 7.5, Rev. B Glossary 45

Glossary Terms
O

online mode In the Siebel Analytics Server Administration Tool, a mode in which you can edit a
repository while it is available for query operations. Online mode also allows user
session monitoring for users connected to the subject areas in the repository.

open The one or two month period (often in October) set aside by a group in which this
enrollment period all group members choose from insurance options and choose their benefits.
period

open model A model that can include elements or attributes not declared explicitly in the
content model. These additional tags can come from the same namespace or from
a different namespace.

operation A conflict in which one database transaction attempts to update a row while
conflict another attempts to delete it.

opportunity An opportunity is a potential revenue-producing event related to one or more

companies or individuals.

optimal The longer the optimization algorithm runs, the closer the Optimization Engine
schedule comes producing a schedule meeting all constraints, minimizing downtime and
costs, and maximizing efficiency. Note that the optimization algorithm can be the
same for both feasible and optimal schedules; the difference is the amount of time
the optimization is allowed to run.

Optimizer A component of Siebel Scheduling that refines an existing schedule for a service
(Optimization region, based on hard and soft constraints and a cost function. The output of the
Engine) Optimizer is the assignment of specific field service engineers to service activities
on specific dates and times.

optimizer The period of time, in days, for which the Optimization Engine optimizes the
horizon schedule for a specific service region. This period is expressed either as an absolute
start and end date or as an offset start and end date. This time period must fall
within the dispatcher horizon Typically, this period covers days 0 to 7 (starting from
today to a week from today). This time period must fall within the dispatcher
horizon. See also dispatcher horizon on page 26.

optimizer The period of time, starting from now, that the Optimization Engine optimizes. This
period time period must fall within the optimization horizon, but may be a subset of that
time period.

organization A attribute that limits the visibility of data to part of a company.

46 Glossary Version 7.5, Rev. B

 Glossary Terms
O

organizational Provides the user with access to records within a given organization.
visibility

outbound The process of making data managed by a Siebel application accessible by an

integration external application.

Version 7.5, Rev. B Glossary 47

Glossary Terms
P

P
package A set of files often used for upgrades. If the upgrade includes a new version of a
Siebel installation, the customer can use Siebel Packager to gather the files and
information needed for a custom installation package for each subscriber
configuration. See also Packager, Siebel on page 48.

Packager, A utility that gathers files and information needed to prepare custom software
Siebel installation packages for distribution to end users for upgrades.

participation/ See syndicate on page 66.

participant

partner Another company that works with your company, selling or servicing your
products. In some industries, partners are called channels, brokers, dealers, agents,
distributors, or channel partners. Partner is a general term for all of these.

Period For cycle counting, the time period in days allotted to counting all A/X, B/Y, or C/
Z class items at this location. For example, if the counting period for class A/X
products is 90 days, the Cycle Counting Engine makes sure the products in this class
are included in the Part List at least once every 90 days. Counting Period A/X ≥
Period B/Y > Period C/Z ≥ Counting Frequency.

period certain On a life annuity with period certain, the insurer pays the annuity income benefits
as long as the annuitant lives, and guarantees to pay benefits for at least a certain
period—the period certain—even if the annuitant dies before the end of the period.

period chart A chart in which the x-axis is divided into hours, days, months, quarters, or years.

person record A type of Siebel record that represents an individual, who may be further identified
as a contact or as an employee.

personal Provides the user with access to records that were created by, or assigned to, the
visibility user. The user’s login ID is designated as the owner.

physical A description of the physical files that make up a database. The schema includes
schema filenames, file locations, access methodology, and actual or potential data
derivations. See also search specification on page 60.

physical table An object in the physical layer, usually corresponding to a table that exists in a
physical database. It can correspond to a virtual table from the database derived
from a query expression (SQL statement).

48 Glossary Version 7.5, Rev. B

 Glossary Terms
P

pick applet In Siebel Tools, an applet that resides in a dialog box. The dialog box appears when
a user must make a selection in a control or list column that is designated to activate
a given pick applet. The pick applet provides a list or table of selection values from
which the user selects one or more values or rows.

Pick ticket A document that provides detailed information about the service parts required to
fill orders. A warehouse clerk uses this list to pick and ship the items that complete
an order.

picklist (1) A user interface feature that displays a list of valid values for a specified field or
list column cell. A picklist is basically the same thing as a drop-down list. (2) A
means for attaching a single record to a field in a list or form.

platform A platform includes the operating system of the various entities of a Siebel
deployment; the database, the Siebel servers, and the clients and the character set
used by these entities.

PMI Private Mortgage Insurance.

precedence Siebel VB’s method to determine which operators in an expression to evaluate first,
order second, and so on. Operators with a higher precedence are evaluated before those
with lower precedence. Operators with equal precedence are evaluated from left to
right. The default precedence order (from high to low) is numeric, string,
comparison, logical.

PM Field service activities necessary to carry out a preventive maintenance service call.
(Preventive
Maintenance)
actions

PM A definition of recurring activities that are always triggered (scheduled)

(Preventive and performed as a unit. A plan includes the products covered and the triggers
Maintenance) considered; it also displays the history of actions taken.
plan

PM The specific events for a selected PM plan that initiates PM actions if certain
(Preventive conditions are met. Triggers are based on time, use, thresholds, or events.
Maintenance)
triggers

Preventive Service activities performed on a product to prevent excessive wear or failure.

Maintenance
(PM)

Version 7.5, Rev. B Glossary 49

Glossary Terms
P

product profile A listing of policies and quotes that exist for a contact, account (household), or
opportunity.

profit rank This is the ranking of the profits earned when compared with the rest of the
products within the same product line.

polling table A table on the physical database used to keep track of changes to the physical
database. If changes have occurred on the physical database, any cache entries that
reference the changed table are invalid and should be purged.

portfolio The portfolio management process (PMP) provides a structure for segmenting a
management portfolio of accounts, profiling the most important accounts, creating a coverage
process (PMP) plan, and developing a strategy to drive revenue growth.

ports (1) In Siebel industry applications, rules that trading partner organizations accept
for sending business documents to one another. These rules may require
organizations to send information on the type of transport and security, the address,
and the control numbers for electronic data interchange (EDI) delimiter types. (2)
A technical term for a kind of network address for a machine.

post In Siebel eAuction, to add an auction item (for sale) to a catalog.

postoperation An event that occurs after a standard operation in a Siebel application. Useful when
event the event relies on data that may have been updated in the course of executing the
standard event in the application, or when standard processing is desired no matter
what the outcome of the procedure. See also preoperation event on page 50.

preoperation An event that occurs before a standard operation in a Siebel application. For
event example, the PreDeleteRecord event occurs before the DeleteRecord event. See also
postoperation event on page 50.

presentation An object in the Presentation layer that contains presentation tables and columns
catalog that are visible to end-user applications. A presentation catalog contains objects
from a single subject area.

The Presentation layer provides a way to present customized views of a business

model (known as Presentation Catalogs) to users. Presentation Catalogs in the
Presentation layer are seen as business models by Siebel Analytics Web users. They
appear as catalogs to client tools that use Siebel Analytics Server as an ODBC data
source.

50 Glossary Version 7.5, Rev. B

 Glossary Terms
P

pricing factor Used to create pricing rules. It is composed of the condition and adjustment that
will change a base price.

private auction In Siebel eAuction, an auction open only to users with access to a particular auction
category. A private auction can be English, Modified English, Reverse, Dutch, or
Vickrey.

procedure A series of Siebel VB statements and functions executed as a unit. Both

subprograms (Sub) and functions (Function) are called procedures.

product (1) A physical product, such as an inventory item with its own unique part number.
(2) In Siebel eAuction, an item within a catalog. An item can be made up of one or
more products. Users can bid on items, but not on products. (3) An individual part
that is included in the Siebel eConfigurator model. Products can be physical devices
or intangible products such as service agreements, sales promotions, or bundles.
The same product can appear in several models or more than once in a single
model. See also database initialization on page 25 and Siebel Data Model on
page 62.

Product Protects the customer from any financial burden if the product fails, for a limited
warranty period of time after purchase. Typically, the seller, service provider, or reseller of the
product offers this warranty. It is like a guarantee or quality certification for 30 to
180 days. This type of warranty can overlap with the manufacturer’s warranty,
without the buyer’s knowledge.

professional In Siebel Life Sciences applications, this individual is equivalent to a contact in

other Siebel applications. Typically, this person is a physician, nurse, or pharmacist,
or any individual deemed similarly significant to the business process.

profile (1) A configured instance of a communications driver. (2) A set of information that
users want to have about their accounts. This information could include revenue,
date of formation, or number of employees. The user’s Siebel administrator might
also have a script (an ordered set of questions) to help the user collect this profile
information. (3) A tab in User Preferences.

program In Siebel Marketing, a business process for managing customers based on a specific
marketing goal, for example, a promotion to upsell during a holiday season.

project (1) In Siebel Tools, a named set of object definitions that can be checked out for
modification, at the same time, by a developer. See also check out on page 17. (2)
A set of tasks undertaken by a professional services group for a customer.

Version 7.5, Rev. B Glossary 51

Glossary Terms
P

property (1) In object-oriented programming, a named characteristic of an object. (2) In

Siebel Tools, a named characteristic of the software construct that an object
definition defines. The properties of object definitions correspond to columns in the
Object List Editor, and to the list of property values appearing in the Properties
window for the currently selected object definition.

property set (1) A run-time in-memory representation of data that is used primarily for passing
data in and out of Siebel business services. (2) In the context of the data
transformation engine (DTE), a property set is used to represent integration objects
that hold the data being transformed. See also data transformation engine (DTE) on
page 25.

protocol (1) A technical standard that allows computers to connect with each other and to
exchange information. (2) An agreed-upon format for transmitting data between
two devices. The protocol determines the type of error checking to be used; the data
compression method, if any; the way the sending device will indicate that it has
finished sending a message; and the way the receiving device indicates that it has
received a message.

publish (1) To make information available to end users. (2) In Siebel Remote, files from the
Siebel File System that the system administrator designates for distribution to
Mobile Web Clients during the next synchronization session are said to be
published.

purchase Document used to buy inventory from external vendors.

order

push For a multichannel contact center application (such as Siebel Call Center using
Siebel Communications Server and, optionally, Siebel Universal Queuing), a way of
delivering an inbound work item to an agent using a Siebel Server that actively
notifies the agent’s Siebel client application.

52 Glossary Version 7.5, Rev. B

 Glossary Terms
Q

Q
qualifying Calculations that are used in determining whether a borrower can qualify for a
ratios mortgage. They consist of two separate calculations; a housing expense as a percent
of income ratio and total debt obligations as a percent of income ratio.

Queries drop- Provides a list of predefined and saved searches and queries from which a user can
down list select. Users can select a queries item from the menu and perform the search or
query, save it under a different name, or delete it.

query A process that searches the database for a specific subset of data based on one or
more conditions or criteria. When creating a query, the user initiates a request to
find a specific record or set of records using symbols called operators, such as the
> (greater than) and = (equal to) signs. Siebel applications allow the user to create
either a simple or a compound query:

■ A simple query finds information based on one condition.

■ A compound query finds information based on two or more conditions.

A predefined query is one that has been established by the system administrator
and cannot be deleted or modified by most users.

query by (1) A method of forming queries by entering conditions in the blank fields of records
example (QBE) displayed by the database program. (2) In Siebel applications, the method employed
for querying the records displayed in a list or form applet. (3) In Siebel Tools, the
method employed for creating Object List Editor queries.

query cache A facility to store query results for use by other queries.

query A specialized language for requesting information from a database. One of the
language standard query languages is Structured Query Language (SQL).

queue Using Siebel Universal Queuing, a mechanism that stores inbound work items, prior
to routing them to agents.

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Glossary Terms
R

R
readings Readings are records of a measurement that may involve several samples taken
over a short period of time or periodic monitoring of a measurement over a
longer period of time. Readings are taken from meters, counters, and gauges
associated with assets installed in the field.

real-time Data exchange between applications that occurs immediately and

integration independently after a change is made to the data.

record (1) A set of values for a particular business component. These values are
displayed as a row in a list, or as a set of data entry controls in a form. (2) A
row in a database table. It holds data about a specific business entity of the type
stored in the table, such as a single purchase order, employee, or inventory item
residing in the purchase orders, or inventory table.

record filter A set of record restriction statements. For example, a user may want to restrict
a distribution list to contacts within a specific geographic area who purchase
more than $1,000,000 in products each year.

record navigation Arrow controls that allow forward and backward navigation among the records
controls in lists and forms.

record navigation Provides information about the number of records currently displayed and the
indicator total number of records in the display dataset. It is located in the applet control
banner. For example, “1 to 5 of 50” indicates that records 1 through 5 of a 50-
record data set are currently displayed.

Record-access A set of restrictions on a user’s access to records in the database. Record access
visibility can be restricted by various attributes of the user, such as ownership of records
resulting from record creation or assignment; membership in access groups,
sales teams, or contact access lists; or position in an organization.

Recurring charges An ongoing fee, paid at periodic intervals.

(RC)

Reference In the Siebel Mobile Connector, a sample application that accesses the Metadata
Configuration Business Service to generate style sheets, subscriptions, and workflows for
Sample Siebel applications.

region Used when defining products across different regions, usually geographical
regions. Interstate banks may have different pricing for the same products such
as monthly fees for deposit accounts, rates for loans and so forth.

54 Glossary Version 7.5, Rev. B

 Glossary Terms
R

regional database A Siebel database, typically at a remote site, into which data from a parent
database is replicated by Siebel Replication Manager. The parent database may
be a master database located at a headquarters site or may be another regional
database. A regional database is automatically synchronized with its parent
database through Replication Manager, and may be a full or partial replica of its
parent database.

registration In Siebel eAuction, the process whereby a user receives a unique ID and is
granted responsibilities on an auction site.

registration type Specifies the type of banking ownership such as individual, joint tenancy with
rights of survivorship, named beneficiary, custodial, community property,
living trust, or other.

relationship A money manager that services the financial or investment needs of

manager individuals, families, and groups corporations. Major responsibilities include
following market trends and events, understanding a broad array of investment
products, performing needs analysis, providing investment advice, and
executing transactions on behalf of clients.

release The process whereby model data is made available to Siebel Quote Assistant
users.

reload The process of moving an activity from a time slot in the ABS horizon to the
Optimizer horizon. Reload takes place one day at a time.

remote users Users (typically mobile users) who synchronize with a Siebel Server and
exchange updated data and files. See also synchronization on page 66.

repair history A repair history tracks the past repair to an asset.

Repair number A repair number is a unique ID for the product or asset being repaired; usually
a numbered card or bar-coded label physically attached to the item. It tracks all
repair transactions, comments, and repair processes. Also called a Defective
Material Tag (DMT) or a defective tag.

repair order Document used to order repairs, ship parts to be repaired to a third party, and
receive the repaired parts.

repair record A repair record describes the item requiring repair, its repair status, locations,
third-party repair provider (if any), and so on. Repair records apply to both
internal and external repairs.

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Glossary Terms
R

replenishment The process of generating an order to restock depleted inventory.

Replenishment transfers products between specified inventory locations, an
external provider and inventory, or an internal manufacturing facility and
inventory. Products at the destination location must be at levels below the
specified minimum.

report A hard-copy or electronic representation of the information provided by a Siebel

application.

repository (1) The set of object definitions defining a Siebel application or suite of
applications (such as Siebel Service). (2) A file that stores Siebel Analytics
Server metadata. The metadata defines logical schemas, physical schemas,
physical to logical mappings, aggregate table navigation, and user information.

repository The process of relocating a customized repository—for instance, from a

migration development environment to a test environment or, subsequently, from test to
production.

repository search A feature in Siebel Tools that allows the user to search for object definitions in
the repository. The search is based on text in the name of the object or on text
in other object properties.

restricted change A Siebel database, typically at a remote site, into which data from a parent
database is replicated by Siebel Replication Manager. The parent database may
be a master database located at a headquarters site or may be another regional
database. A regional database is automatically synchronized with its parent
database through Replication Manager, and may be a full or partial replica of its
parent database.

request for quote In Siebel eAuction, a type of Reverse auction in which users provide bids
(RFQ) (quotes) to sell products or provide a service. The lowest bid is the winning bid.
See also Reverse auction on page 57.

reserve price In Siebel eAuction, the price, set by the lister, that must be met for an item to
sell. This amount is typically not displayed to the bidders, who are informed
only that there is a reserve price on the item and whether the price has been
met.

resource The global variable that can change value dynamically while a model is
running. The model administrator has access to several rules to change the
resource value depending on the end user’s behavior.

56 Glossary Version 7.5, Rev. B

 Glossary Terms
R

response input A Siebel SmartScript interface element that allows agents to collect data as they
work with customers. Response input controls may contain text fields or form
controls. Responses can affect the flow of subsequent screens.

Revenue The amounts payable by a customer, according to the terms of an agreement.

Customer payments may be periodic, up-front, disbursed over time, or charged
at the time of service.

RFP Request For Proposal.

RFQ Request For Quote. See request for quote (RFQ).

RMA Return materials authorization with a unique ID.

RMA advance Document for handling customer returns that require immediate shipment of a
exchange replacement part, instead of waiting for the damaged part to be received.

RMA repair return Document for handling customer returns that require receiving, repairing, and
shipping a part back to a customer.

RMA return Document for receiving inbound returns from customers.

A Siebel SmartScript interface element that allows agents to collect data as they
work with customers. Response input controls may contain text fields or form
controls. Responses can affect the flow of subsequent screens.

responsibility A class of users who have access to the same set of application features. The
responsibilities associated with a user identify the views that the user can
navigate to in Siebel eBusiness Applications.

restriction A data set that restricts computation of a custom measure.

Reverse auction An auction format in which the lowest bid is the winning bid. Siebel eAuction
includes AutoBid, a feature that acts as an auction bidder’s agent. In a Reverse
auction, AutoBid lowers bids by the bid decrement until the bidder’s minimum
bid is reached.

rich list An applet that displays text and graphics together. Typically, rich lists are used
in catalog-style applications, but they can also be used in call centers and sales
organizations to enhance text presentations. See also catalog on page 15.

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routing (1) The automatic assigning and delivery of work items, such as telephone calls,
email messages, and so on, to contact-center agents. Routing may be based on
a combination of factors such as channel type, customer data, employee skills,
and employee availability. Siebel Universal Queuing provides the ability to
route work items of these types. (2) A category of restrictions on a remote user’s
access to records. This restriction is in addition to record-access visibility. See
also Record-access visibility on page 54 and Sales Team visibility on page 59.

routing model A group of routing rules with which a mobile user is associated. Routing models
are defined by taking all routing rules in the Siebel application and excluding a
subset. Routing models are predefined by the Siebel application.

routing restrictions Restricts data access for remote users. Routing restrictions are generally
implemented to prevent excessive transfer of data over dial-up lines. These
restrictions operate independent of visibility restrictions.

routing rules Rules used by Siebel Remote and Replication Manager to determine what data
and transactions are routed to mobile client databases and regional databases.

rule (1) Within the Siebel eConfigurator model, the explicit relationship between
two items defined by a model administrator that implements business logic.
Rules define the relationships among products and categories. There are four
rule types: Requires, Excludes, Provides, and Consumes. (2) In Siebel Incentive
Compensation, the formula used to determine compensation payment, such as
a flat-rate commission or a dollar amount paid for achieving a quota.

rules engine Software that uses algorithms to apply internally defined rules (normally
located within its rules base).

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S
Sales Assistant A sales coaching module that supports popular sales methodologies and
reinforces best practices. It helps sales organizations define sets of activities or
activity plans that move opportunities from the prospect stage to the close
stage. Activity plans can be generated automatically at predefined points in the
sales process.

sales order Document for the sale of new finished goods to customers, normally from
manufacturing inventory.

sales team A list of user positions in an opportunity record that provides sales team
visibility to the records for the listed users. Sales teams are updated through
Siebel Assignment Manager or manually. In a contact record only, a sales team
is called a contact access list. For accounts, it is called an account team.

Sales Team visibility Provides the user with access rights to records whose sales team or contact
access lists include the user’s position.

serialized An indicator that an account must be issued a serialized account number, such
as a Certificate of Deposit (CD).

screen A logical collection of views.

screen tabs Tabs for navigating to the screens of an application. If the number of tabs
exceeds the width of the application window, the user can click tab jump
buttons at the left and right edges. See also view tabs on page 73.

script A procedure written in Siebel VB or Siebel eScript and attached to an object

definition, such as an Application, Business Component, Applet, or Control
object definition. For information about a specific script, determine which
Siebel application provides the context and consult its documentation.

Scripted flag A property called Scripted that indicates which object definitions can have a
Siebel VB or a Siebel eScript script attached to them and if one or more scripts
are attached to the object definition.

Sealed-Bid auction In Siebel eAuction, a kind of auction in which all bids remain hidden until the
auction ends, at which time the highest bidder is declared the winner.

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search A conditional expression in the Search Specification property in an applet,

specification Business Component, Link, or Picklist object definition. It imposes restrictions
on the set of records being retrieved.

search See Web search specification on page 74.

specification URL

security adapter A plug-in to the authentication manager that is used to authenticate to an

external authentication service.

security adapter An authentication architecture in which a Siebel security adapter or a Siebel-

authentication compliant adapter verifies a user’s credentials with an external authentication
service and retrieves a database account from the directory.

seed data Data created in the Siebel database during a Siebel application installation
process.

seed list A list of people who are sent campaign materials and associated offers in order
to monitor the quality of campaign execution.

segment A collection of customers with one or more significant common characteristics

based on behavioral, demographic, or geographic criteria. For example,
customers who have high product usage and are 30 to 40 years old may be
defined as a segment.

selected row A single row within the list applet that has been selected for editing. Clicking
the New button creates and selects a new row with blank fields.

selective routing A routing capability that provides the means to restrict the list of accounts
routed to individual users who are connected to the server remotely.

server key mapping Assigning a service region to a server. Each service region must run as one
process on one server.

server lock In Siebel Tools, a check-out option that determines whether a specified project
or projects should be locked on the server as a part of the check-out process.
This is the normal setting for check-out of projects. The alternative is local
locking. See also local lock on page 38.

Server Wins A rule used to resolve a data conflict in which the data value from the server
database takes precedence over the data value on the client database. See also
Client Wins on page 17.

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server-side error An error that is generated when data from the form or list cannot be reconciled
with business rules or restrictions in the database. See also client-side error on
page 17.

service agreement A type of contract that specifically defines a service relationship between
parties, including pricing, service level, support requirements, maintenance,
administration, and all terms and conditions of the relationship. Other types of
contracts include sales, purchasing, and development.

Service Assistant Used by service organizations to standardize business process activities and
improve effectiveness. A predefined activity plan, similar to an activity
template, automatically triggers activities in the proper order of execution to
drive a service request to completion.

Service level A type of service agreement that defines service performance for customers and
agreement (SLA) their assets. Service levels are usually measured and expressed as a percentage
or quantity. Service levels include the percentage of parts received on time,
percentage of asset uptime, percentage of problems fixed within the required
time frame, and so on. SLAs can also be a part of a larger service agreement.

Service locator A component of the Optimizer that calculates the distance between geocode
coordinate pairs.

service order Document that authorizes the request from a customer for service on existing
products, including replacement or repair of parts.

service products Specific types of service offered by the company, with an identifying name (for
example, Standard Service), a list price per unit, and so on.

service region A geographic region defined by ZIP Codes, a service schedule, and a service
team. A field service engineer can belong to only one service region. The ABS
acts on the schedule for each service region.

service request A record of a customer’s request for information about or assistance with
products or services. A service request tracks all customer input and field
service responses. The process may not be completed during the call. For
example, ordering new checks for a customer is an event that does not end with
the call. Although the call ends after receiving the information from the
customer to affect the request, the events are not complete until the customer
actually receives the new checks.

session A component of an event. See also event on page 29.

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shelf Sublevel of a warehouse used to specify the location of inventory.

Show drop-down The Show drop-down list allows users to filter the set of records shown in a
list screen. In administrative screens, the Show drop-down list lets users access
different sets of data. In detail forms and lists, the Show drop-down list lets
users switch between different views of data.

Siebel Business Allows users and application administrators to define workflow polices to assist
Process in the management of events to help enforce specific business rules.
Administration

Siebel Character The name used within Siebel eBusiness Applications to refer to a specific
Set Encoding Name character set encoding. See also character set encoding on page 16.

Siebel Data Model A representation of the entities (such as Accounts, Expenses, Orders, Order
Items, and Contacts) that reside within Siebel eBusiness Applications and of the
relationships among these entities. It specifies the physical tables, columns,
indexes, and foreign keys that make up these entities and relationships as stored
in a standard third-party relational database such as IBM DB2 or Oracle.

Siebel Dedicated A Microsoft Windows client delivered through a Web browser that provides
Web Client direct connectivity to a database server. It requires that software be installed on
the client machine, but does not require a local database, Web server, or Siebel
eBusiness Application server for interactive user sessions. Siebel Server is still
required for functionality like Assignment Manager and Replication. The
software installed on the user’s machine for the Siebel Dedicated Web Client
and Siebel Mobile Web Client is identical—the only difference is the type of
connectivity provided. See also Siebel Mobile Web Client on page 63.

Siebel eBusiness An integrated suite of marketing, sales, contact management, and call center
Applications management applications developed by Siebel Systems, Inc.

Siebel Handheld A mobile client for users of the Siebel Handheld products.
Client

Siebel Industry A suite of applications designed specifically for various industries.

Applications

Siebel Mobile A separately licensed component of Siebel 7.5 that provides a standards-based
Connector API for creating third-party applications that access Siebel database content.
The application includes business services for extracting and generating
metadata, receiving data updates, sending alerts to third-party applications, and
a sample application.

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Siebel Mobile Web A portable Microsoft Windows client delivered through a Web browser that is
Client designed for local data access and does not need to be connected to a server.
Siebel Mobile Web Client uses a local database on each mobile machine.
Periodically, the client must access Siebel Remote Server through a dial-up,
WAN, or LAN connection to synchronize data changes with the Siebel database
on the database server and Siebel File System. This client requires installation
of Siebel software on the user’s personal computer. The software installed on
the user’s machine for the Siebel Dedicated Web Client and Siebel Mobile Web
Client is identical—the only difference is the type of connectivity provided. See
also Siebel Dedicated Web Client on page 62.

Siebel Object The hierarchy of data objects that implements the Siebel Data Model.
Hierarchy

Siebel Object Model A structure and methodology that facilitate the creation of applications through
the creation and modification of object definitions.

Siebel OLE Siebel OLE (Object Linking and Embedding) allows Siebel applications to
integrate with external applications (such as external applications that call the
Siebel OLE server and underlying business objects) that enforce the customer’s
specific business rules.

Siebel repository A compiled repository file. When it is opened by the Siebel application engine,
file (.srf file) the Siebel repository file provides all the object definition information required
for interaction between the enterprise data and users. See also repository on
page 56.

Siebel Server This server supports Siebel clients and provides both a command-line interface
and a user interface to offer full remote management of all Siebel servers across
the enterprise. Siebel administrators or external applications using the
command-line interface can administer and access comprehensive performance
statistics for all server processes through Siebel Server Manager.

Siebel Server tasks Predefined operations for managing a Siebel software installation.

Siebel tag Part of a library of Siebel-developed Web tags that can be embedded in a
standard Web page file to give directives to the Siebel Web Engine for creating
the Web pages that are displayed to users. An example is a placeholder for a
Siebel control or applet.

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Siebel Tools Client A dedicated Win32 client for users of Siebel Tools. Siebel Tools allows you to
customize Siebel applications by modifying and creating object definitions. A
standard Siebel application provides a core set of object definitions, which you
can use as a basis for your own tailored application.

Siebel Universal A product that routes and queues communications and work items, such as
Queuing voice calls, email messages, and so on. The queuing of inbound work items that
are delivered through telephony, email, Web collaboration, and so on.

Siebel User ID The way that the Siebel application uniquely identifies a user, as displayed in
the Siebel user interface. The field name is Login Name at the business
component level and Login at the data model level.

Siebel VB Siebel VB (Visual Basic) provides developers with a tool to script the specific
logic to enforce customer business rules within the application.

Siebel Web Client A Web client that runs inside a standard Web browser on the client personal
computer and does not require any persistent software installed on the client.
The browser connects through a Web server to the Siebel Server, which
executes business logic and accesses data from the Siebel database.

Siebel Wireless A mobile client for users of the Siebel Wireless products.
Client

Siebel XML An interface constructed on top of the Siebel logical interface layer. The
Interface (sXML) interface exposes object, data, and interface elements to a well-formed XML
document.

SISNAPI An acronym for Siebel Internet SessioN API (application programming

interface), SISNAPI is a session-based remote procedure call (RPC) designed to
support high responsiveness between the Siebel Server and client applications.

snapshot In Siebel Marketing, a temporary file that contains customer data in a format
that allows fast segmentation, list generation, and other campaign management
activities. Using a snapshot helps the server accomplish these tasks without
going back to the database, thus providing access to data and flexibility to
modify segments and lists.

snowflake schema A dimensional schema where one or more of the dimensions are partially or
completely normalized. See also star schema on page 65.

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soft constraints Rules that the Optimizer attempts to satisfy. Solutions that do not satisfy these
rules may be acceptable. Appointment booking ignores soft constraints.

Software Licensing An agreement stating terms of licensing and services that Siebel Systems
and Services provides with the customer contract.
Agreement (SLSA)

solution state During a configuration session, the aggregation of all the items’ states is the
state of the model in the solution or, more simply, the solution state.

source code format An identifier that is sent along with a marketing campaign so that responses can
be tracked and associated with the right offer, campaign, or program. Multiple
flexible formats allow Siebel marketers to define and use different codes for
different campaigns. For example, when a user calls to buy from a catalog, a
call center representative can ask the user to read a code from the back of the
catalog. A different code might be embedded within an email. See also target
integration object on page 67.

source integration The integration object that holds the data being passed into the data
object transformation engine for transformation (See also data transformation engine
(DTE) on page 25). For outbound integration, the source integration object
contains data coming out of the Siebel application represented in the Siebel data
model schema. Similarly, it holds data being imported from an external
application as represented in the external application's data model schema
during inbound integration.

standard table A table included in the standard Siebel eBusiness Applications database.

star schema A dimensional schema with a fact table having foreign key references to one or
more dimension tables. See snowflake schema on page 64.

state machine An engine that enforces the transitions between states for an object during its
lifetime. A state represents the status of an object, such as open, closed, or
pending. The state can also control whether the data associated with objects
can be modified.

state model A description of acceptable states and state transitions that the state machine
enforces. The state machine makes sure that objects (such as Service Request
or Change Request objects) go through the desired process defined in the state
model. After a state model is created, it is immediately activated; no additional

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steps are required. In Siebel Business Processes, state models allow customers
to define valid states and state transitions for various Siebel objects as well as
required authorizations and business process rules.

state transition The allowable migration of an object from one state to the next.

structured data Simple, discrete data that can be stored in a column of a table in a relational
database system or a field of a text file. Examples of structured data are last
name of a person, the description of a product, and the price of a product.

subclass A subset of a class. This subset can be created by adding attributes to a class.
For example, convertible is a subclass of car.

sublevel A position in the hierarchy of a service inventory; for example, a shelf is a

sublevel of an aisle.

subprogram A procedure that does not return a value.

substitution The automatic insertion of Siebel record data into email or other messaging
templates, to replace placeholder strings representing particular fields. Siebel
eMail Response and other communication features employ substitution.

synchronization The process of merging data in two databases by copying from each database
to the other only the fields that have changed since the last time this task was
performed.

synchronous A process whereby control of an application is returned to the user only when
integration an attempt to transfer data has completed or timed-out.

syndicate In Siebel Finance, a group of investment banks that share the credit exposure
or risk in very large deals. This sharing is called participation. Each institution
involved is a participant.

system A person responsible for the entire Siebel system, including installing,
administrator maintaining, and upgrading Siebel products as needed. See also application
administrator on page 10 and database administrator (DBA) on page 25.

system primary key In a database table, a column whose value is a unique identifier for the row.
This is a system-generated and system-maintained value. See also user primary
key on page 71.

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T
tab jump buttons Buttons that the user can click to navigate to a screen or view not currently
displayed.

table, in relational A data structure that is characterized by rows and columns with data
database occupying, or potentially occupying, each cell formed by a row-column
intersection.

Target Accounting Siebel Target Account Selling provides built-in support for the Target Account
Selling, Siebel Selling (TAS) sales methodology from Target Marketing Systems. Sales
(TAS) professionals can use TAS to manage account plans, strategies, and competitive
positioning.

target integration The integration object that holds the result of a transformation after the data
object transformation engine (DTE) on page 25 processes the data. For outbound
integration, the target integration object contains data coming out of the Siebel
application represented in the data schema of an external application. Similarly,
it holds data being imported from an external application represented in a
Siebel data model schema during inbound integration. See also source
integration object on page 65.

target list In Siebel Life Sciences, the saved result of an advanced query on professionals
or accounts. A target list of professionals or accounts can be applied to various
views to identify a subset of customers to focus on.

target time The recommended amount of time for a Siebel SmartScript interaction. See also
elapsed time on page 28.

teleset A telephone supporting multiple extensions and controls that issue commands
to the switch, such as login, make call, answer call, hold call, conference, and
transfer. Siebel CTI provides access to many of these functions. See also
Computer Telephony Integration (CTI) on page 19.

territory A grouping of accounts and opportunities that can be assigned to salespersons

or sales teams through their positions. Territories often correspond to a
geographical area.

territory A process, either manual or automatic, whereby sales teams and contact access
assignment lists are automatically updated based on territories and the positions assigned
to them.

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text box control A type of control that displays text and permits data entry.

thread bar The thread bar appears immediately below the screen tabs. It helps you keep
track of your navigational path when you drill across to a view on another
screen using record hyperlinks. You can return to a previous point in the path
by clicking the corresponding name on the thread bar. When you drill across
screens using record hyperlinks, you remain in the same thread, which means
that you may find yourself in a new screen and view, but you will not see all
the records available in that screen and view.

time window map Definition of the amount of time allotted to an activity. The ABS reserves time
slots based on this mapping.

total expense ratio Total obligations as a percentage of gross monthly income. The total expense
ratio includes monthly housing expenses plus other monthly debts.

TPA Third Party Administrator. This is an organization that administers insurance

contracts for group policyholders. Third party administrators typically perform
services related to accounting, claim review, claim payments, premium
statements, and other recording keeping tasks.

tracing A debugging feature in Siebel Object Interfaces. While tracing is active, the
allocations and deallocations of Siebel objects are recorded in a trace file.

trade promotion An event or activity initiated and paid for by a manufacturer to highlight,
promote, or discount a product or set of products through a retailer for the
purpose of increasing sales volume.

transaction data Dynamic data that pertains to business transactions involving sales orders and
quotes, and invoices. It includes certain user or system inputs during the
execution of transactions.

transaction log A file that records transactional changes occurring in a database. It provides a
basis for updating a master transaction file and establishing an audit trail.

transaction The execution of transactions immediately after they are received by the
processing system.

transformations Transforming the data expected by Siebel applications (internal integration

object) to the data received from the external system (external integration
object) and the other way around.

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Transport Adapter Transport Adapter is a prebuilt business service providing interface between
Siebel applications and external applications. Transports allow Siebel Financial
Services applications to exchange data with external applications using
standard technologies for both synchronous and asynchronous communication
protocols. Transports provide connectivity to virtually any communication
protocol that can represent data as text or binary messages, including MQSeries
from IBM, MSMQ from Microsoft, and HTTP.

tree A data structure consisting of nodes linked together in a hierarchical fashion.

tree applet An applet that allows the user to navigate hierarchically through a structured
list of business component records from one or more business components.

trunk A field engineer’s mobile inventory location. This location is a sublevel of a

warehouse. It must be associated with a position.

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U
Unicode character A character set defined by the Unicode Consortium that is the union of most of
set the major character sets used in the computing industry.

uniform resource The address of a Web site on the Internet or on a corporate intranet.
locator (URL)

universal agent See agent on page 9.

Universal Time Local time calculated in hours difference from the Greenwich Mean Time
Code (UTC) (GMT) at longitude zero. Used interchangeably with GMT. The Siebel database
stores all times as Tonsures (an integer) and converts these to local times for
display in the user interface.

UNIX A multiuser, multitasking operating system written in the C programming

language.

unstructured data Complex objects that cannot be dissected easily. Examples are a business
report, a fax, a spreadsheet, a bitmap image, an engineering diagram, and an
MP3 file.

update conflict A conflict in which two database change transactions attempt to update the
same field in the same row. See also conflict detection on page 19 and conflict
resolution on page 19.

upgrade kit A set of data, specified by a Siebel administrator, that is used to update installed
Siebel application files such as the Siebel repository file. The upgrade kit is
distributed through Siebel Anywhere.

upload To transmit information from a client to a server.

user credentials The information presented by the user at login to identify himself or herself.

User data All records that are created within the application, including view names,
responsibilities, entries in the list of values (LOV), Accounts, Contacts and so
on.

user interface Object definitions that reside in the user interface objects layer created in Siebel
object definitions Tools. They define the visual interface that the user sees and interacts with.
Data from business object definitions is presented to the user for viewing and

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modification by means of user interface object definitions. These include the

Applet object type and its child object types, View and Screen, and the object
types used to implement toolbars, menus, and the Find dialog box.

user primary key In a database table, one or more columns whose values produce a unique
identifier for each row. Typically, these values have meaning for the user (such
as first and last name). See also system primary key on page 66.

user responsibility The definition of the information that a given user is permitted to see. Generally
determined by the system administrator.

user-interface-level Integration by accessing existing applications through the Siebel application

integration user interface.

username The portion of the user credential that the user presents to identify himself or
herself.

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V
validated resource A resource whose value Siebel Quote Assistant prevents from becoming
negative.

value (1) The quantity assigned to an element such as a variable, a symbol, a

parameter, or a label. (2) The contents of a field.

vartype The internal tag used to identify the type of value currently assigned to a
variant. This tag is one of the following:, Empty: 0
Null: 1
Integer: 2
Long: 3
Single: 4
Double: 5
Currency: 6
Date: 7
String: 8
Object: 9

variable A symbol or name that stands for a value. Variables can represent numeric
values, characters, character strings, or memory addresses.

variable scoping The level of accessibility of variables in Siebel VB scripts and Siebel eScripts to
other scripts. Levels of variable scoping include local, modular, global, and
interapplication.

VB Visual Basic is a software language. See Siebel VB on page 64.

Vehicle breakdown Rescheduling to accommodate emergencies, like vehicle breakdown, sick days,
rescheduling overtime on previous service calls, and so on. This type of rescheduling does
not require reoptimization.

vehicles In Siebel Finance, specific financial entities such as private equity, public
equity, private debt, public debt, convertible assets, and debts or derivatives.

view A display panel consisting of a particular arrangement of applets. The Siebel

application window displays one view at any given time. Users can change the
currently active view by selecting a filter from the Show drop-down list.

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view tabs You use view tabs after you have selected the record you want to view or
change. The view tabs show detailed presentations of data related to the
selected record and screen. The view tabs appear in the bottom part of the
application window, below the screen tabs. The list of available views depends
on which screen tab you have selected. Click a view tab to display the desired
data for the record you have selected. For example, you may be looking at an
account in the Accounts screen. Clicking the Contacts view tab displays the
contacts associated with this account. See also screen tabs on page 59.

View Access A set of restrictions on a user’s access to views in a Siebel application. See also
visibility responsibility on page 57.

View object type A Siebel object type that presents one or more applets together on screen at one
time.

virtual business A Siebel eBusiness Application Integration (eAI) on page 28 component that
component (VBC) allows Siebel applications to manipulate data managed by an external
application as if it were stored within the Siebel database.

Virtual location A logical grouping of inventory locations; for example, West Coast Inventories.

virtual product A nonphysical entity that is used in a modeling environment to facilitate

implementation of some business logic. For example, it can be an item called
Red in the category Phone Color. See also category on page 15.

visibility A set of data access restrictions that define what each user can see. See also
Manager visibility on page 40, personal visibility on page 48, Record-access
visibility on page 54, routing on page 58, Sales Team visibility on page 59, and
View Access visibility on page 73.

visibility event A database change that causes a change in the visibility of related data.

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W
Warehouse The level at which inventory relationships are defined and pick tickets are
generated. This is the default inventory location.

waves Measured distribution that allows execution of a campaign over time for load-
balancing purposes. For example, if you are sending a mailer that provides an
800 number for responses, then multiple drop dates, or waves, will help
distribute the load on the call center.

Waybill A document prepared by the carrier of a shipment of goods that contains details
of the shipment, route, and charges. This document travels with the items
during shipment, as record of the shipment.

Web page (1) A Siebel repository representation of a standard or configured Web page that
is part of an online application. (2) One page, or portion, of a Web site.

Web search A specification that performs a dynamic lookup on a Web site based on a
specification combination of special symbols and text. This is in contrast to a fixed URL,
which navigates to a specific Web address. Also called a search specification
URL.

Web server A server that handles standard Web browser requests for HTML documents and
other files. It also enforces security requirements by forcing users to log in and
by allowing a user access only to those functions that the user has permission
to access.

Web services An interface that describes a set of operations available to other applications.
Those applications access Web services through standard Internet protocols
and data formats, such as Hypertext Transfer Protocol (HTTP), Simple Object
Access Protocol (SOAP), and Web Service Description Language (WSDL).

Web template A Siebel repository representation of a Web template file. There is a one-to-one
correspondence between the Web template file and a Web template object. The
Web template contains information about the Siebel tags that appear in the
HTML template file, as well as references to other related Web template files.

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what-if analysis An affordability analysis that is based on a what-if different scenarios with
changes to the variables to determine the optimal outcome. A what-if analysis
is useful if you do not have complete data or if you want to explore the effect
of various changes to your income, liabilities, or available funds or to the
qualifying ratios or down payment expenses that are used in the analysis.

wildcard character A keyboard character that in certain contexts can represent zero, one, or many
characters. An example of a wildcard character is the asterisk (*).

winner In Siebel eAuction, each auction format determines a winner based on the
auction’s particular bid-resolution rules. The winner is the bidder who beats all
other bidders. A multiple-quantity auction can have multiple winners.

wireless markup A language that allows the text portions of Web pages to be presented on
language (WML) cellular telephones and PDAs (personal digital assistants) through wireless
access. WML is part of the Wireless Application Protocol (WAP).

wizard An interactive help utility that consists of a series of forms designed to lead a
user through a task such as the installation of a piece of software.

workflow The timely management of an event in order to assure proper handling.

Workflow Policies, The Workflow Policies module allows you to define policies that can act as
Siebel triggers to execute a workflow process. A policy consists of one or more policy
conditions. When the policy conditions are met, the policy action is executed.

Siebel Workflow Policies allows customers to escalate overdue service requests,

alert sales executives about pipeline management problems, notify remote sales
and service professionals about key events requiring their attention, and launch
third-party programs.

Workflow Process A Siebel Workflow module for testing the execution of workflow processes at
Simulator design time.

Workflow An application that allows an organization to identify the flow of data

Processes, Siebel throughout the enterprise and pass data to and from external applications using
Siebel eBusiness Application Integration (eAI). The organization can also use
Siebel Server components; for example, they can send outbound
communications through Siebel Communications Server. The Business Process
Designer allows customers to graphically create and design workflow processes
using a drag-and-drop user interface.

Version 7.5, Rev. B Glossary 75

Glossary Terms
X–Y

X–Y
XLANG The generic term used to describe both SLANG (scheduler language) and BANG
(binding language). These are scripting languages used within Microsoft
BizTalk Workflow.

XML Schema The metadata used to describe the structure of an XML document and
constraints on its content using a standard XML instance syntax, which can be
parsed and managed using XML applications.

XSL A language for transforming XML documents into other XML documents. XSLT
Transformations is designed for use independent of XSL; however, XSLT is designed primarily for
(XSLT) the kinds of transformations that are needed when XSLT is used as part of XSL.

YTD Year To Date.

76 Glossary Version 7.5, Rev. B

 Glossary Terms
Z

Z
zero install The ability to deploy applications for Web browsers without performing any
installation steps on client machines.

ZIP Code A numeric code which represents a geographical area. For the US, this means
the nine-digit code (ZIP + 4). For example, in Emeryville, CA, the ZIP + 4 code
is 94608-1811.

Version 7.5, Rev. B Glossary 77

Glossary Terms
Z

78 Glossary Version 7.5, Rev. B

 Index

A See Channel and Alliance Partner

ABS (Appointment Booking System) Management (CHAMP)
defined 10 allocate, defined 9
ABS horizon allocation, Siebel Marketing 9
defined 8 See also deduplication
reload defined 55 analytic adapter 9
account ANI (Automatic Number Identification) 9
companies, defined 18 annuity
defined 8 immediate annuity, defined 34
flags, about using 8 period certain, defined 48
Account holder customer session, defined ANSI code page, about 18
22 applets
account team, sales team, defined 59 chart applet, defined 17
ACD (Automatic Call Distribution), defined defined 9
8 explorer trees, defined 29
ACH (Automated Clearing House) 8 hierarchical list applet, defined 33
Activity plan pick applet, defined 49
defined 8 rich list, defined 57
Activity template, defined 8 tree applet, defined 69
adjustable date, defined 8 application administrator
adjustable period, defined 8 database administrator (DBA), defined 25
affordability analysis, defined 8 defined 10
agent system administrator, defined 66
agent committed, defined 9 application definition, defined 10
defined 9 application interface integration, defined 10
agreement value, defined 9 application services interface (ASI), defined
aisle 10
bin, defined 13 Application Upgrader, Siebel, defined 10
defined 9 See also repository
Alert Business Service, defined 9 Appointment Booking process
alerts See constraints
AuctionAlerts, defined 11 Appointment Booking System (ABS)
defined 9 See also ABS horizon, defined
All visibility, defined 9 defined 10
alliance partner appointment booking, defined 10

Version 7.5, Rev. B Glossary 79

 arguments, defined 10 Reverse auction, using with 57
as-of, defined 11 Automated Clearing House (ACH) 8
Asset Manager, defined 10 Automatic Call Distributor (ACD), defined
asset mapping, defined 11 11
asset transaction, defined 11 Automatic Number Identification (ANI) 9
assets, defined 10 average profit, defined 11
assets, non-serialized assets defined 44
attachment, file attachment defined 30 B
attributes, defined 11 BANG (binding language), about XLANG 76
auction banking
auction item, defined 11 batch date, defined 12
AuctionAlert, defined 11 syndicate, defined 66
bid list, defined 12 barcode label, defined 12
bidder, defined 12 barcode reader, defined and types of 12
catalog, defined 15 barcode, defined 12
category, defined 15 base table, defined 12
Dutch auction, defined 27 See also table
English auction, defined 28 baseline column, defined 12
image fee, defined 34 batch date, defined 12
item detail page, defined 36 bid
license file. defined 37 auction item, defined 11
lister, defined 37 defined 12
many-to-many catalog, defined 40 bid list, defined 12
members area, defined 41 bidder, defined 12
one-to-many catalog, defined 45 BIM (Business Integration Manager),
private auction, defined 51 defined 13
registration, defined 55 bin, defined 13
Request For Quote (RFQ), defined 56 binding language (BANG), about XLANG 76
reserve price, defined 56 blended agent, defined 9
Reverse auction, defined 57 bound measure, defined 13
Sealed-Bid auction, defined 59 BPP (Electric Bill Presentment and
winner, defined 75 Payment) 28
auction item branch, workflow process defined 13
bid, defined 12 bridge table, defined 13
defined 11 Briefing, Siebel 13
AuctionAlert, defined 11 Business Integration Manager (BIM),
audience for guide 5 defined 13
Authentication Manager, defined 11 business model, defined 13
authentication service, defined 11 business object, defined 13
authentication, defined 11 business process, defined 14
AutoBid business service, defined 14
English auction, using with 28

80 Glossary Version 7.5, Rev. B

 C combo chart, defined 18
call by reference, defined 15 filter, defined and example 17
call by value, defined 15 type, defined 17
call center, defined 15 check in, defined 17
call script, defined 15 check out
campaigns defined 17
See also deduplication local lock, defined 38
allocation, Siebel Marketing 9 CIF (customer information number),
defined 15 defined 22
cascade copy, defined 15 class, defined 17
cascade delete, defined 15 Client Wins
catalog defined 17
category, defined 15 Server Wins, defined 60
defined 15 clients
featured catalog, defined 30 See contact
license file, defined 37 companies, defined 18
many-to-many catalog, defined 40 client-side error message
one-to-many catalog, defined 45 defined 17
presentation catalog, defined 50 server-side error message, defined 61
category Cluster Services, Siebel, defined 17
defined 15 code page
license file, defined 37 character set, defined 16
material type, defined and example 40 code page number, defined 18
Channel and Alliance Partner Management defined 18
(CHAMP) combo chart, defined 18
defined 16 commands, metacommand defined 41
partner, defined 48 comment, defined 18
channel partner company, defined 16 communication request, defined 18
channel, defined 15 communications configuration, defined 18
character conversion, defined 16 communications driver, defined 18
character encoding communications toolbar, defined 18
See character set, encoding companies, defined 18
character set competitive relationships, about 18
See also Unicode complex join, defined 19
defined 16 component warranty, defined 19
encoding name, defined 16 compound query, about 53
encoding, defined 16 Computer Telephony Integration (CTI),
name, defined and example 16 defined 19
charges configuration
recurring charges (RC), defined 54 defined 19
chart file, defined and example 19
applet, defined 17 configurator engine, defined 19
conflict detection

Version 7.5, Rev. B Glossary 81

 See also Client Wins; Server Wins; update CTI (Computer Telephony Integration),
conflict defined 19
defined and example 19 customer dashboard, defined 22
update conflict, defined 70 customer hierarchy, defined 22
conflict resolution customer information number (CIF),
See also Client Wins; Server Wins; update defined 22
conflict customer number, defined 22
defined 19 Customer Relationship Management
update conflict, defined 70 (CRM), about 22
connection pool, defined 19 customer relationships, defined 22
connector, defined 19 customer sessions, types of 22
constraints customer type, defined 23
about and example 20 customer-centric, defined 22
fairness constraints, defined 30 customization, defined 23
hard constraints, defined 33 cycle counting
soft constraints, defined 65 defined 23
contact period defined and example 48
contact center, defined 15 Cycle Counting Engine, count basis defined
defined 20 21
designated contact, defined 26
contact access list D
sales team, defined 59 dashboard
contact center customer dashboard, defined 22
See contact, contact center defined 24
call center, defined 15 data
contract data conflict, defined 24
defined 20 data map, defined 24
jeopardy, defined 36 data table, defined 24
scheduling, defined 20 seed data, defined 60
control ID, about 21 data administration, defined 24
control, defined 20 data security, defined 24
cost function, defined and example 21 data source name (DSN), defined 24
cost list, defined 21 data structure, cascade copy and cascade
costs, defined 21 delete 15
count basis, defined 21 data synchronization, defined 24
count frequency, defined 21 data transformation
count period defined 24
See period rule, defined 25
coverages, defined data transformation engine (DTE)
See also entitlement defined 25
CRM (Customer Relationship external integration object, defined 29
Management), about 22 source integration object, defined 65
target integration object, defined 67

82 Glossary Version 7.5, Rev. B

 data warehouse, defined 25 deduplication, defined 26
database defined 26
database account, defined 25 discount, defined 26
local database, defined 38 dispatcher horizon, defined 26
regional database, defined 55 See also contract, scheduling
Siebel Mobile Web Client, defined 38 display functions, defined and example 27
database administrator (DBA) distribution
application administrator, defined 10 distribution channel, defined 27
defined 25 distribution list, defined 27
database administrator (DBA), system DMT (Defective Material Tag), defined 55
administrator, defined 66 DNIS (Dialed Number Identified Service) 24
Database Extract, defined 25 docking visibility rules, defined 27
database initialization, defined 25 document index, defined 27
database management system (DBMS), domain, defined 27
defined 25 draw, defined 27
database server, defined 25 drill across, defined 27
data-level integration, defined 25 driving table, defined 27
dated date, defined 24 drop-down list
DBA (database administrator), defined 25 list of values (LOV) defined and example
DBMS (database management systems), 37
defined 25 Queries drop-down list, defined 53
deal team, about 26 Show drop-down list, defined 62
deals, defined 26 DSN (data source name), defined 24
debugging, tracing defined 68 D-U-N-S number, defined 27
decision support, defined 26 duplicate conflict
deduplication deduplication, defined 26
defined 26 defined 27
dirty data, defined 26 dirty data, defined 26
Defective Material Tag (DMT), defined 55 Dutch auction, defined 27
defective tag, defined 55
designated contact, defined 26 E
detail eBusiness Application Integration (eAI),
defined 26 defined 28
master, defined 40 EFT (Electronic Funds Transfer) 28
Dialed Number Identification Service EIN (Employee Identification Number) 28
(DNIS) 24 elapsed time
dialer, defined 26 defined 28
dimension, defined 26 target time, defined 67
dimensional hierarchy Electronic Bill Presentment and Payment
defined and example 26 (BPP) 28
level, defined 37 Electronic Funds Transfer (EFT) 28
directory, defined 26 employee benefits consultant, defined 28
dirty data Employee Identification Number (EIN) 28

Version 7.5, Rev. B Glossary 83

 engineer, field service engineer (FSE) Federal Deposit Insurance Corporation
defined 30 (FDIC) 30
English auction, defined 28 fee-per-use, defined 30
enterprise selling process (ESP), defined 28 field engineer, trunk defined 69
entitlement field service
agent committed, defined 9 activity, defined 30
defined 28 contract scheduling, defined 20
metric, defined 28 engineer (FSE), defined 30
error message field, calculated, defined 30
client-side error message defined 17 file attachment, defined 30
server-side error message, defined 61 file server, marketing file server defined 40
ESP (enterprise selling process), defined 28 financial account
event companies, defined 18
defined 29 defined 8
session, defined 61 financial account, about using account flags
exception hours, defined 29 8
expense, indirect expense defined 34 firms, defined 30
explorer trees, defined 29 flags, about using account flags 8
extension flexible group routing, defined 31
defined 29 forecast allocation, about 9
extension column, defined 29 See also deduplication
extension table, defined 29 Forward auction, defined 28
teleset, defined 67 fragmented table source, defined 31
external frequency, count frequency defined 21
data transformation engine (DTE), FSE (field service engineer), defined 30
defined 25 Fulfillment Engine, defined 31
external content, defined 29 fulfillment, defined 31
external data mapping, defined 29 function, defined 31
external integration object, defined 29 functional dependency, defined 31
external relationships, defined 29
G
F geocode, defined 32
fact table, defined 30 Geographic Information Systems (GIS),
fairness constraints, defined 30 defined 32
fallback, defined and example 74 geographical locator, geocode defined 32
Favorites drop-down list, Queries drop- GIS (Geographic Information Systems),
down list, defined 53 defined 32
FDIC (Federal Deposit Insurance global deployment
Corporation) 30 defined 32
featured locale, defined 35, 38
featured catalog, defined 30 Glued period, defined 32
featured item, defined 30 GMT (Greenwich Mean Time), calculation
of Universal Time Code (UTC) 70

84 Glossary Version 7.5, Rev. B

 granularity, defined, defined 32 loss taker, defined 39
Greenwich Mean Time (GMT), calculation mode of premium payment, defined 42
of Universal Time Code (UTC) 70 open enrollment period, defined 46
group pension, defined 32 Request For Proposal (RFP), about 57
guide restricted change, defined 56
audience for 5 insurance loss report, loss taker defined 39
revision history 6 integration
integration message, defined 34
H integration object, defined 34
hard constraints, defined 33 integration point, defined 34
health care interapplication variables, defined 35
Request For Proposal (RFP), about 57 interface table, defined 35
restricted change, defined 56 internal order, defined 35
hierarchical internal relationships, defined 35
hierarchical attribute, defined 33 internationalization
hierarchical list applet, defined 33 defined 35
hierarchy locale deployment, defined 32
See dimensional hierarchy locale, defined 38
history of revisions 6 internet domain, defined 27
holder, defined 33 intersection table
holdings, defined 33 bridge table, defined 13
holiday, exception hours defined 29 defined 35
hoteling, defined 33 intranet, defined 35
household number, defined 33 inventory
housing expense ratio, defined 33 aisle, defined 9
HTML template, defined 33 allocate, defined 9
bin, defined 13
I catalog, defined 15
I18N, internationalization defined 35 count basis, defined 21
image control, defined 34 count frequency, defined 21
image fee, defined 34 fulfillment, defined 31
imaging system, defined 34 internal order, defined 35
immediate annuity, defined 34 levels, defined 35
inbound integration, defined 34 location, defined 35
index, defined 34 logistics, defined 38
indirect expense, defined 34 replenishment, defined 56
instantiate, defined 34 shelf, defined 62
instructional text, defined 34 sublevel, defined 66
insurance trunk, defined 69
agent, defined 9 virtual inventory, defined 73
discount, defined 26 warehouse, defined 74
document index, defined 27 investment account, investments defined 35
investments

Version 7.5, Rev. B Glossary 85

 defined 35 check in, defined 17
holdings, defined 33 check out, defined 17
invoice, defined 36 defined 38
item locale
detail page, defined 36 defined 38
license file, defined 37 global deployment, defined 32
ITIN (Tax Identification Number) internationalization, defined 35
defined 36 localization, defined 38
locking
J check in, defined 17
jeopardy, defined 36 check out, defined 17
defined 38
K logical table, defined 38
key, license key defined 37 Login form, defined 38
Login Name, Siebel User ID defined 64
L Logistics Manager, defined 38
L10N, localization defined 38 logistics, defined 38
label, defined and use of 37 loss taker, defined 39
language code, defined and example 37 LOV (list of values), defined and example 37
level LTV (Loan to Value), defined and example
defined 37 38
dimensional hierarchy, defined and
example 26 M
license file, defined 37 Manager visibility, defined 40
license key, defined 37 manufacturer’s warranty, defined 40
licensing, Software Licensing and Services many-to-many catalog, defined 40
Agreement (SLSA) defined 65 marketing file server, defined 40
Line of Business (LOB) 38 master
list format, defined 37 defined 40
list management, defined 37 detail, defined 26
list measure, defined 37 material type, defined and example 40
list of values (LOV), defined and example 37 maximum financing, defined 40
lister, defined 37 mean time between failures (MTBF),
loans defined 42
loan-to-value percentage (LTV), defined mean time to repair, defined 42
and example 38 measure-based attribute, defined and
maximum financing, defined 40 example 41
LOB (Line of Business) 38 measurement, defined 41
local database measures
defined 38 bound measure, defined 13
Siebel Mobile Web Client, defined 63 measure aggregation, defined and
local lock example 40
measure column, defined and example 41

86 Glossary Version 7.5, Rev. B

 measure restriction, defined and example Non-account holder customer session,
41 defined 22
members area, defined 41 non-serialized assets, defined 44
message bar, defined 41 Non-Unicode Character Set, defined 44
metacommand, defined 41 numeric IDs, about and finding 21
Metadata Business Service, defined 41
metadata, defined 41 O
method-level integration, defined 41 object
Microsoft BizTalk Workflow, scripting object compiler, defined 45
languages used with 76 object type, defined 45
middleware, defined and example 41 occurrence, Siebel Marketing, defined 45
MidMarket Edition, Siebel, defined 42 ODP (overdraft protection) 45
Mobile Connector OEM code page, about 18
metadata business service defined 41 offline mode, defined 45
Reference Configuration Sample, defined one-to-many
54 catalog, defined 45
mode of premium payment, defined 42 extension table, defined 45
Month to Date (MTD) 42 relationship, defined and example 45
mortgage one-to-one
adjustable data, defined 8 extension table, defined 45
adjustable period, defined 8 relationship, defined and example 45
affordability analysis, defined 8 online mode, defined 46
loan-to-value percentage, defined and open
example 38 open enrollment period, defined 46
maximum financing, defined 40 open model, defined 46
MTBF (mean time between failures), operation conflict, defined 46
defined 42 opportunity, defined 46
MTD (Month to Date) 42 optimal schedule, defined 46
MTTR (mean time to repair), defined 42 Optimization Engine
multidatabase join, defined 42 constraint, about and example 20
multinode implementation, defined 42 cost function, defined and example 21
multiple-organization visibility, defined 42 defined 46
multiplier, defined 42 optimizer horizon, defined 46
multitenancy, defined 42 optimizer period, defined 46
multithreading, defined 42 optimizer schedule defined 46
multi-value group (MVG), defined 43 Optimizer
MVG (multi-value group), defined 43 See also constraints
defined 46
N horizon, defined 46
name horizon, reload defined 55
defined and use of 44 period, defined 46
name information, defined use of 44 service locator, defined 61
needs analysis, defined 44 Optimizer Engine

Version 7.5, Rev. B Glossary 87

 See Optimization Engine PMP (portfolio management process),
orders defined 50
allocate, defined 9 polling table, defined 50
internal order, defined 35 portfolio management process (PMP),
purchase order defined 52 defined 50
repair, defined 55 ports, defined 50
sales order defined 59 post, defined 50
service orders defined 61 postoperation event, defined 50
organization, defined 46 See also preoperation event, defined
organizational visibility, defined 47 precedence order, defined 49
outbound integration, defined 47 preoperation event, defined 50
overdraft protection (ODP) 45 See also postoperation event, defined
presentation catalog, defined 50
P preventive maintenance
package, defined 48 actions, defined 49
Packager, Siebel, defined 48 defined 49
participation sharing, defined 66 plan, defined 49
participation/participant, syndicate defined triggers, defined 49
66 price list, cost list defined 21
partner, defined 48 pricing factor, defined 51
period private auction, defined 51
chart, defined 48 Private Mortgage Insurance (PMI) 49
defined and example 48 procedure
Glued period defined 32 defined 51
optimizer period, defined 46 subprogram, defined 66
period certain, defined 48 product profile, defined 50
person record, defined 48 products
personal visibility, defined 48 database initialization, defined 25
phone, Automatic Call Distributor (ACD) defined 51
defined 11 service products defined 61
physical schema, defined 48 Siebel Data Model, defined 62
See also search specification warranty, defined 51
physical table, defined 48 professional, defined 51
pick applet, defined 49 profile, defined 51
pick ticket, defined 49 profit
picklist, defined 49 average profit defined 11
platform, defined 49 profit rank, defined 50
PM (Preventive Maintenance) program, defined 51
actions, defined 49 project, defined 51
defined 49 See also check out
plan, defined 49 properties, defined 53
triggers, defined 49 property set, defined 52
PMI (Private Mortgage Insurance) 49 See also data transformation engine (DTE)

88 Glossary Version 7.5, Rev. B

 property, defined 52 defined 55
protocol, defined 52 synchronization, defined 66
publish, defined 52 repair
purchase order, defined 52 history, defined 55
push, defined 52 MTTR (mean time to repair), defined 42
number, defined 55
Q order, defined 55
qualifying ratios, defined 53 record, defined 55
Queries drop-down list, defined 53 RMA repair return, defined 57
query replenishment, defined 56
defined 53 report, defined 56
query cache, defined 53 repository
query language, defined 53 defined 56
query by example (QBE), defined 53 local lock, defined 38
queue, defined 53 repository migration, defined 56
repository search, defined 56
R Request For Proposal (RFP), about 57
RC (recurring charges), defined 54 Request For Quote (RFQ)
readings, defined 54 defined 56
real-time integration, defined 54 Reverse auction, defined 57
record filter, defined and example 54 reserve price, defined 56
record navigation resource, defined 56
controls, defined 54 response input, defined 57
indicator, defined and example 54 responsibility
record, defined 54 View Access visibility, defined 73
Record-access visibility responsibility, defined 57
defined 54 restricted change, defined 56
routing, defined 58 restriction, defined 57
recurring charges (RC), defined 54 retirement class, defined 17
Reference Configuration Sample, defined 54 return
region, defined 54 return materials authorization (RMA),
regional database, defined 55 defined 57
registration RMA return, defined 57
defined 55 revenue, defined 57
registration type, defined 55 Reverse auction
relationship manager, defined 55 defined 57
relationships Request For Quote (RFQ), defined 56
competitive relationships, about 18 revision history 6
customer relationships, defined 22 RFP (Request For Proposal), about 57
release, defined 55 RFQ (Request For Quote)
reload, defined 55 defined 56
remote users Reverse auction, defined 57
rich list, defined 57

Version 7.5, Rev. B Glossary 89

 See also catalog segment, defined and example 60
RMA (return materials authorization), selected row, defined 60
defined with unique ID 57 selective routing, defined 60
RMA advance exchange, defined 57 serial numbers, non-serialized assets
RMA repair return, defined 57 defined 44
RMA return, defined 57 serialized, defined 59
routing server key mapping, defined 60
defined 58 server lock, defined 60
Record-access visibility, defined 54 See also local lock
routing model, defined 58 Server Wins
routing restrictions, defined 58 Client Wins, defined 17
routing rules, defined 58 defined 60
rule, defined 58 server-side error message, defined 61
rules engine, defined 58 service agreement
defined 61
S service level agreement (SLA), defined 61
Sales Assistant, defined 59 Service Assistant, defined 61
sales order, defined 59 service level agreement (SLA), defined 61
Sales Team visibility service locator, defined 61
Record-access visibility, defined 54 service order, defined 61
routing, defined 58 service products, defined 61
Sales Team visibility, defined 59 service region
sales team, defined 59 defined 61
scheduler language (SLANG), about XLANG server key mapping, defined 60
76 service request, defined 61
screen tabs service, pick ticket defined 49
defined 59 session
view tabs, defined and example 73 defined 61
screen, defined 59 event, defined 29
script SessioN API, defined 64
defined 59 shelf, defined 62
instructional text defined 34 shipment, waybill defined 74
scripted flag, defined 59 Show drop-down list, defined 62
Sealed-Bid auction, defined 59 Siebel application window, and views 72
search specification Siebel Briefing, about 13
defined 60 Siebel Business Process Administration,
search specification URL, defined 74 defined 62
security adapter Siebel Character Set Encoding Name,
authentication, defined 60 defined 62
defined 60 See also character, set encoding; Unicode
seed Siebel Data Model, defined 62
seed data, defined 60 Siebel Data Transformation Engine, defined
seed list, defined 60 25

90 Glossary Version 7.5, Rev. B

 Siebel Dedicated Web Client precedence order, method defined 49
defined 62 Siebel Web Client, defined 64
Siebel Mobile Web Client, defined 63 Siebel Wireless Client, defined 64
Siebel eBusiness Application Integration Siebel XML Interface (sXML), defined 64
(eAI) simple query, about 53
virtual business component (VBC), SISNAPI, defined 64
defined 73 SLA (service level agreement), defined 61
Siebel eBusiness Applications, defined 62 SLANG (scheduler language), about XLANG
Siebel Handheld Client, defined 62 76
Siebel Industry Applications, defined 62 SLSA (Software Licensing and Services
Siebel Mobile Connector Agreement), defined 65
defined 62 SmartScript
metadata business service defined 41 call script, defined 15
Reference Configuration Sample, defined instructional text, defined 34
54 response input, defined 57
Siebel Mobile Web Client RMA return, defined 57
defined 63 target time, defined 67
Siebel Dedicated Web Client, defined 62 snapshot, defined 64
Siebel Object Hierarchy, defined 63 snowflake schema
Siebel Object Interfaces, tracing defined 68 defined 64
Siebel Object Model, defined 63 star schema, defined 65
Siebel OLE (Object Linking and soft constraints, defined 65
Embedding), defined 63 Software Licensing and Services Agreement
Siebel Remote Server (SLSA), defined 65
Client Wins defined 17 solution state, defined 65
Server Wins defined 60 source code format
Siebel repository file (.srf file), defined 63 defined 65
See also repository target integration object, defined 67
Siebel Server source integration object
defined 63 data transformation engine (DTE),
tasks, defined 63 defined 25
user interface object definitions, defined defined 65
70 standard table, defined 65
Siebel SmartScript star schema
See SmartScript defined 65
Siebel tag, defined and example 63 snowflake schema, defined 64
Siebel Tools Client, defined 64 state machine, defined and use of 65
Siebel Universal Queuing state model, defined and use of 65
about 53 state transition, defined 66
defined 64 structured data, defined and example 66
Siebel User ID, defined 64 subclass, defined and examples 66
Siebel VB (Visual Basic) sublevel, defined 66
defined 64 subprogram, defined 66

Version 7.5, Rev. B Glossary 91

 substitution, defined 66 teleset
synchronization See also computer telephony integration
defined 66 (CTI)
remote users, defined 55 defined 67
synchronous integration, defined 66 extension, defined 29
syndicate, defined 66 templates
system administrator Activity template, defined 8
application administrator, defined 10 Web template, defined 74
database administrator, defined 25 territory assignment, defined 67
defined 66 territory, defined 67
system primary key text box control, defined 68
defined 66 thread bar, defined 68
user primary key, defined 71 time period, cycle counting time period
defined and example 48
T time window map, defined 68
tab jump buttons, defined 67 TIN (Tax Identification Number)
table defined 36
base table, defined 12 Employee Identification Number, defined
extension table. defined 29 28
fact table, defined 30 total expense ratio, defined 68
interface table, defined 35 TPA (Third Party Administrator), defined 68
intersection table, defined 35 tracing, defined 68
logical table, defined 38 trade promotion, defined 68
multidatabase join, defined 42 trades
one-to-many extension table, defined 45 as-of, defined 11
one-to-one extension table, defined 45 distribution list, defined 27
physical table, defined 48 transactions
polling table, defined 50 asset transaction, defined 11
relational database, defined 67 transaction data, defined 68
standard table, defined 65 transaction log, defined 68
Target Accounting Selling, Siebel (TAS), transaction processing, defined 68
defined 67 transformations, defined 68
target integration object Transport Adapter, defined and use of 69
source code format, defined 65 tree applet, defined 69
target integration object, defined 67 tree, defined 69
target list, defined 67 triggers, preventive maintenance triggers
target time defined 49
defined 67 trunk, defined 69
elapsed time, defined 28
TAS (Target Account Selling), defined 67 U
Tax Identification Number (TIN) Unicode
defined 36 Non-Unicode Character Set defined 44
Employee Identification Number 28 Unicode Character Set, defined 70

92 Glossary Version 7.5, Rev. B

 uniform resource locator (URL), defined 70 View Access visibility
universal agent, defined 9 defined 73
See also agent responsibility, defined 57
Universal Time Code (UTC), defined 70 View object type, defined 73
UNIX, defined 70 view tabs
unstructured data, defined and examples 70 defined and example 73
update conflict screen tabs, defined and example 59
conflict detection, defined and example view, defined 72
19 virtual business component, defined 73
conflict resolution, defined 19 virtual inventory, defined 73
defined 70 virtual product, defined and example 73
upgrade kit, defined 70 See also category
upload, defined 70 visibility
user credentials, defined 70 defined 73
user data, defined 70 multiple-organization visibility, defined
user interface object definitions 42
defined 70 organizational, defined 47
Siebel Server, defined 63 personal visibility, defined 48
user primary key Sales Team visibility, defined 59
defined 71 View Access visibility, defined 73
system primary key 66 visibility event, defined 73
user responsibility, defined 71 visibility setting, Manager visibility defined
user-interface-level integration, defined 71 40
username, defined 71
UTC (Universal Time Code), defined 70 W
WAP (Wireless Application Protocol), about
V 75
validated resource, defined 72 warehouse
value, defined 72 aisle, defined 9
variable scoping, defined 72 bin, defined 13
variables defined 74
defined 72 shelf, defined 62
interapplication variables, defined 35 warranty
vartype, defined and list of tags 72 component warranty defined 19
VB (Visual Basic) manufacturer’s warranty, defined 40
Siebel VB (Visual Basic), defined product warranty, defined 51
64 waves, defined and example 74
Siebel VB, precedence order 49 waybill, defined 74
VBC (virtual business component), defined Web chat, defined 42
73 Web collaboration, defined 44
vehicle breakdown rescheduling, defined 72 Web page, defined 74
vehicles, defined 72 Web search specification, defined 74
Web server, defined 74

Version 7.5, Rev. B Glossary 93

 Web services, defined and internet protocols Workflow Policies, Siebel, defined 75
and data format examples 74 Workflow Process Simulator, defined 75
Web site, uniform resource locator (URL) Workflow Processes, Siebel, defined 75
defined 70
Web template, defined 74 X
what-if analysis, defined 75 XLANG, defined 76
wildcard character, defined and example 75 XML Schema, defined 76
winner, defined 75 XSL Transformations (XSLT), defined 76
Wireless Application Protocol (WAP), about
75 Y
wireless markup language (WML), defined Year To Date (YTD) 76
75
wizard, defined 75 Z
workflow zero install, defined 77
branch, defined 13 ZIP code, defined and example 77
defined 75

94 Glossary Version 7.5, Rev. B