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The administrator assigns a display sequence to each financial product within a category of financial products. The categories of financial products are Assets and Liabilities. For example, within the Assets category, the administrator can assign display sequence 1 to the Savings or MMA product so that accounts of that product type display first.
In the Accounts screen's Summary view, the financial accounts in the Deposits and Investments list applet are displayed in the sequence you set for their product types in the Assets category. The accounts in the Credit and Loans list applet are displayed in the sequence you set for the Liabilities category.
NOTE: Assign separate sequence intervals to categories to group financial accounts by category in list applets that include more than one category. For example, you could assign sequence numbers 0-99 to products in the Assets category and numbers 100-199 to products in the Liabilities category. Assets accounts are then displayed before Liability accounts.
If sorting is available for a particular applet that lists financial accounts, customers can sort financial accounts alphabetically in ascending or descending order. To restore the default sequence, the customer must refresh the page or log out and log in again.
|Siebel eService Administration Guide Addendum for Industry Applications|