Table 39. Siebel Finance Reports
Report Name and Description |
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FINS Call Report Detail Displays call report details, participating contacts and employees, action items, and notes of a single call report. |
Call Reports > My Call Reports |
Detail |
FINS Call Report Summary Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities. |
Call Reports > My Call Reports |
Summary |
FINS Commercial Banking Client Profile Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities. |
Companies > My Companies |
Commercial Profile |
FINS Commercial Deal Pipeline - Close Date Displays the opportunity pipeline of commercial deals, grouped by closed date. |
Opportunities > My Opportunities |
Commercial Pipeline by Close Date |
FINS Commercial Deal Pipeline - Primary Rep Displays the opportunity pipeline of commercial deals, grouped by primary sales representative. |
Opportunities > My Opportunities |
Commercial Pipeline by Primary Rep |
FINS Commercial Deal Pipeline - Sales Cycle Displays the opportunity pipeline of commercial deals, grouped by sales cycle. |
Opportunities > My Opportunities |
Commercial Pipeline by Sales Cycle |
FINS Contact Profile Displays contact profile information such as name, address, date of birth, interests, experience, and activities. |
Contacts > My Contacts |
Profile |
FINS Deal Source - Close Date Displays lists of deals grouped by close date, with information such as company, sales cycle and primary sales representatives. |
Opportunities > My Opportunities |
Source by Close Date |
FINS Deal Source - Primary Rep Displays lists of deals grouped by primary representatives, with information such as company, sales cycle and close date. |
Opportunities > My Opportunities |
Source by Primary Rep |
FINS Deal Source - Source Displays lists of deals grouped by referral source, with information such as company, sales cycle and primary sales representatives. |
Opportunities > My Opportunities |
Source by Source |
FINS Deal Source - Source Type Displays lists of deals grouped by referral source type, with information such as company, sales cycle and primary sales representatives. |
Opportunities > My Opportunities |
Source by Source Type |
FINS Investment Banking Client Profile Displays the company profile of investment banking clients including a corporate summary, financial profile, stock market data, subsidiaries, contacts, and activities. |
Companies > My Companies |
Investment Profile |
FINS Investment Deal Pipeline - Primary Rep Displays opportunity pipeline of investment deals, grouped by primary representative. |
Opportunities > My Opportunities |
Investment Pipeline by Primary Rep |
FINS Investor Profile Displays profiles of investors including specialties, industry, vehicles, holdings and transactions. |
Investors > My Investors |
Profile |
FINS Portfolio Roll-Up - Primary Rep Displays lists of companies and their loans and deposits, grouped by primary representatives. |
Companies > My Companies |
Roll-Up by Primary Rep |
FINS Portfolio Roll-Up - Relationship Displays lists of companies and their loans and deposits, grouped by relationships. |
Companies > My Companies |
Roll-Up by Relationship |
FINS cBanking Credit Request Borrower Summary Displays a summary of the credit request, profile of the borrower, and the facility. |
Commercial Loan > My Requests |
Credit Request Borrower Report |
FINS cBanking Credit Request Facility Summary Displays the detail of the credit request facility including collateral, guarantor, and fee. |
Commercial Loan > My Requests |
Credit Request Facility Report |
FINS cBanking Credit Request Summary Displays the detail of the credit request including decisions, key credit issues, and underwriting standard. |
Commercial Loan > My Requests |
Credit Request Report |