Siebel Finance Guide > Managing Siebel Finance Applications > Processing Applications (End User) >

Ordering and Viewing Reports

During the processing of an application, the processing agent or underwriter might need to order reports such as appraisal or credit report. The agent can use the Report view to order such reports.

To enter report information

  1. Navigate to the Applications screen > Applications List view.
  2. Drill down on an application, and click the Reports view tab.
  3. In the Report list, create a new record and complete the necessary fields.
  4. Scroll down to the Report Detail list, and enter detail information for the selected report.

NOTE:  For information on how to integrate Siebel Finance with third-party systems, such as a credit bureau system to automatically prepopulate the fields, see Overview: Siebel Enterprise Application Integration.

Siebel Finance Guide