Most CRM users spend valuable minutes per task searching across records, attachments, and views—time that adds up to hours each week. As organizations modernize Siebel CRM, teams need faster, simpler ways to reach trusted information and take action.

In this post, we outline how Siebel Intelligent Search—powered by OpenSearch—helps users find answers quickly, act with confidence, and scale securely. You’ll learn what’s included, how it works, and how to enable it in your environment.

How Siebel Intelligent Search drives user productivity

  • Intuitive user interface: Siebel Intelligent Search offers a sleek, modern interface that simplifies navigation. Users can search and act seamlessly across business entities.
  • Efficient data retrieval: The search solution leverages OpenSearch technology to deliver fast and relevant results. Whether users are searching by keywords, phrases, or intent, Intelligent Search quickly surfaces what matters most.
  • Actionable insights: Beyond finding information, the solution helps transform data into insights. With clear, structured results and contextual relevance, business users can make informed decisions.

How does OpenSearch integration deliver fast, relevant results

  • Efficient and fast data retrieval: Intelligent Search enables users to quickly locate information across Siebel business entities. The integration with OpenSearch is designed to deliver efficient indexing and retrieval, even in large-scale enterprise environments.
  • Unified user experience: Users get a consistent, user-friendly search experience – supporting both keyword and semantic search. It’s not just about finding exact terms; it’s about understanding meaning and intent.
  • Access control and security: Search respects Siebel visibility rules and roles-based access so users only see authorized data.
  • Enterprise-grade performance: Designed for scale, Siebel Intelligent Search supports high-volume queries and delivers consistent, reliable performance across massive datasets.

Siebel Intelligent Search screenshot

Siebel Intelligent Search architecture at a glance

The indexing process:

  • Extract, transform, and load selected Siebel business entities.
  • Apply visibility and role-based access metadata during indexing.
  • Build OpenSearch indices and keep them current via scheduled or event-driven updates.

Siebel Intelligent indexing Flow

​The search process:

  • Query OpenSearch using keyword, semantic, or fuzzy matching.
  • Enforce Siebel visibility rules at query time to filter results.
  • Return structured, actionable results with links and context for quick follow-up.

Siebel Intelligent Search Flow

​Visibility rules that protect the data

Search results follow Siebel visibility rules so users see only authorized information, supporting compliance and data protection.

How do you configure Siebel Intelligent Search

Let’s see how to configure Intelligent Search using these four key steps:

  1. Install and configure OpenSearch.
  2. Set up YAML configuration files.
  3. Enable OpenSearch integration in Siebel.
  4. Create search categories and generate indexes.

Once configured, users can start to use Global Search bar powered by OpenSearch to query business data.

Key capabilities for everyday users

  • Global Search bar: Persistent and powered by OpenSearch for quick access.
  • Object filter: Search across one or multiple Siebel categories.
  • Results page: Displays structured results with drill-down and customizable layouts.
  • Keyword search: Finds exact matches for terms or phrases.
  • Semantic search: Understands meaning and intent for more accurate retrieval.
  • Fuzzy search: Handles typos or near matches gracefully.
  • File attachment search: Finds attachments by file name, content, or metadata.
  • Autosuggest: Offers real-time suggestions as users type.
  • Search history: Keeps a record of recent queries for easy reuse.

Users report faster time-to-answer with keyword and semantic search.

What’s next: AI-powered, RAG-enabled search for Siebel

The future of Intelligent Search goes beyond retrieval. It’s about understanding and action.

  • AI-powered search: Using Retrieval-Augmented Generation (RAG) and Natural Language Processing (NLP) to interpret user intent, enrich results, and deliver cited, explainable answers.
  • Actionable insights: Enable quick actions like opening, assigning, or updating records directly from search results.
  • Scalable deployments: Distribute and deploy OpenSearch seamlessly with Siebel Cloud Manager, reducing manual setup and boosting scalability and reliability.

With Intelligent Search, Siebel takes a leap toward a more efficient, data-driven future. The solution helps businesses accelerate productivity, reduce complexity, and empower users to focus on what truly matters – accessing critical business data, making informed decisions that drive success. 

Ready to enable Intelligent Search? Follow our configuration guide and accelerate user productivity today.

To find out more about Siebel Intelligent Search, watch the replay of our recent Functional Overview and Technical Deep Dive webinars.