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About Managing Holdings and Interests

In Siebel Finance, there is a collection of screens and views that helps financial representatives track multi-dimensional information on client's investment interests, including:

  • Products, such as stocks, bonds, mutual funds, options, and investment trust units
  • Industries
  • Sectors
  • Analyst ratings

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.

End users use Siebel Finance to capture specific details about each investment, such as basic product information, issuer fundamentals, market data, literature, research, and news.

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