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In Siebel Finance the application process is conducted by navigating through a series of screens to capture information for a product application. Sales representatives can create applications for different types of banking products, such as depository, checking, savings, auto loans, mortgages, and home equity loans. Sales representatives, customer service representatives, small business managers, and underwriters are the primary users.
End users are sales representatives, customer service representatives, small business managers, and underwriters within your organization. Sales representatives use the procedures in this chapter to create new applications, enter application information for different types of products, generate prefilled application forms, and submit applications to the back office. Customer service representatives or small business managers use the Applications screen to check the status of an application, update application information, and follow up on trailing documentation.
NOTE: Small business manager activities are similar to the sales representative activities, except that the small business manager completes the applications for small business companies instead of individual customers.
If the application is a loan, underwriters use the procedures in this chapter to check and review the application data, update third-party data in applications, such as credit bureau information, and make decisions on applications.
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