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Use these procedures to perform the administrator tasks of modifying product information as well as adding industries, security product classes, security categories, security exchanges, and new securities.
Securities information assists users in searching for a type of investment that would satisfy a customer's specific requirements and providing details on specific investments. Institutional salespeople can search to determine the contacts and investors who have either expressed an interest in a specific security or are currently holding that security in their portfolios. Also, sales agents and financial representatives can generate a call list, which is a list of targeted contacts that is associated with one or more securities.
You can save time and reduce keystrokes by using a workflow to automate steps that are repeatedly performed by end users. For more information, see Siebel Business Process Designer Administration Guide.
|Siebel Finance Guide|