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Siebel Finance Guide
What's New in This Release
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Overview of Siebel Finance
Siebel Finance Functionality and Modules
Siebel Finance Basic Functionality and Modules
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Getting Started with Siebel Finance
About Applications Administration Tasks
Renaming Siebel Account Objects
Integrating Data with Host Applications
Using the Show Audit Trail Button
Configuring Lists of Values
Setting Up Type, Area, and Subarea Information
Establishing Applets as Read and Write or Read-Only
About Displaying Back End/Host System Fields
Configuring Summary Views
About Command Center
Command Center Configuration and Administration
Process of Configuring the Command Center Action Form
Defining the Command Center Business Object
Defining the Command Center Actions
Selecting the Command Center Responsibilities
Example of Configuring the Command Center Action Applet
Creating Global Commands for the Command Line Applet
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Managing Opportunities
About Managing Opportunities
About Deal Management Capability
Scenario for Creating a New Opportunity
Process of Managing Opportunities
Administrator Procedures
End-User Procedures
Adding Opportunities as an Administrator
Managing Opportunities and Team Members
Adding Opportunities in Siebel Finance
Creating Opportunities from Applications
Managing Deals in Siebel Finance
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Managing Companies
About Managing Companies and Accounts
About Company Hierarchies
Scenario for Managing Company Information
Process of Managing Companies
Administrator Procedures
End-User Procedures
Setting Up Values for Companies
Deleting Company Information
Managing Competitor Information
Verifying Coverage Team Members
Managing the Custom-Defined Relationship Types LOV
Generating Company Hierarchies for Data Aggregation
Default Company Hierarchies
Dynamic Company Hierarchies
Adding Companies and Investors (End User)
Updating Company Profiles (End User)
Viewing Company Hierarchies in Roll-Up Views (End User)
Creating Company Assessments (End User)
Adding Company Applications (End User)
Adding Company Service Requests (End User)
Managing Company Coverage Teams (End User)
Viewing Company Summaries (End User)
Viewing Company Relationship Hierarchies (End User)
Displaying Lists of Investor Transactions or Holdings (End User)
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Managing Households
About Managing Households
Scenario for Managing Households
Process of Managing Households
Adding Households
Setting the Household Privacy Option
Associating Contacts with Households
Viewing Household Summaries
Using the Household Relationship Hierarchy
Viewing and Evaluating Household Portfolios
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Managing Contacts
About Managing Contacts
Scenario for Adding a New Contact
Process of Managing Contacts
End-User Procedures
Updating or Reviewing a Contact's Holdings
Updating or Reviewing a Contact's Investment Profile
Managing Contact Information (End User)
Adding Contacts
Creating Categories for Contact Information
Creating Notes About Contacts
Adding Contacts to a Literature Distribution
Contact Access Level
Entering Securities Interest for Contacts
Viewing a Contact's Transaction History
Managing Contact Referral Information
Reviewing Contact Profitability
Creating Customer Assessments (End User)
Setting the Customer Value Icon (End User)
Viewing a Contact Summary (End User)
Viewing Contact Relationship Hierarchies (End User)
Managing Mortgages (End User)
Performing Mortgage Needs Analyses
Making Mortgage Product Recommendations
Performing Mortgage Prequalifications
Using the Mortgage Calculator
Creating Financial Plans (End User)
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Managing Call Reports
About Managing Call Reports
Scenario for Managing Call Reports
Process of Managing Call Reports
Administrator Procedures
End-User Procedures
Viewing Call Report Charts
Activating the New Call Report Workflow
Managing Call Report Templates
Adding Call Reports (End User)
Creating Call Report Distribution Lists (End User)
Associating Action Items, Notes, and Attachments with Call Reports (End User)
Setting the Call Report Privacy Flag (End User)
Emailing and Printing Call Reports (End User)
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Managing Activities
About Managing Activities
Scenarios for Managing Activities
Process of Managing Activities
Making Appointments with Customers
Managing the My To Do List
Assigning Activities to Coworkers
Viewing Company Coverage Team Activities
Creating Call Lists
Providing Literature Fulfillment by Email
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Managing Financial Accounts
About Managing Financial Accounts
Scenarios for Managing Financial Accounts
Process of Managing Financial Accounts
Administrator Procedures
End-User Procedures
Financial Account Administration
Working with Financial Accounts
Setting Up Household Financial Accounts Virtual Business Components
Configuring Virtual Business Components User Properties
Setting Up a Test ASP and Testing the Local Database
Virtual Business Components Testing
Reviewing Financial Accounts (End User)
Creating Service Requests Using the GO Button (End User)
Placing Trades (End User)
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Managing Service Requests
About Managing Service Requests
Scenarios for Managing Service Requests
Process of Managing Service Requests
Administrator Procedures
End-User Procedures
Changing a Company Address or Name
Changing a Customer Address or Name
Creating Service Requests (End User)
Requesting Account Service in Service Requests (End User)
Changing Company Address or Name Information (End User)
Changing Customer Address or Personal Information (End User)
Recording Customer Appeals or Grievances (End User)
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Managing Financial Needs Analyses
About Managing Financial Needs Analysis
Scenarios for Managing Financial Needs Analysis
Administrator Financial Needs Analysis Procedures
End-User Financial Needs Analysis Procedures
Needs Analysis Script Creation
Setting Up Product Scores
Creating Investment Objectives and the Portfolio Mix
Performing General Needs Analysis for Companies or Contacts
Performing Investment Needs Analysis for Contacts
Generating Recommendations from a Needs Analysis Session
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Managing Siebel Finance Applications
About Managing Siebel Finance Applications
Scenario for Managing Siebel Finance Applications
Process of Managing Siebel Finance Applications
Administrator Procedures
End-User Procedures
Setting Up Application View Navigation
Sales Method Creation and Modification
Activity Plans Set Up
Correspondence Set Up
Application Form Template Creation
About Auto Application
Verifying the Run-Time Event Data for Auto Application
Upgrade Notes to Continue Using Customized Version of Auto Application Workflow
Viewing and Creating Applications (End User)
Navigating Applications Using the Next Button
Creating Applications Using the Auto Application Feature
Assigning Applications to Coworkers
Managing Application Information (End User)
Adding Product Detail Information
Adding Applicant and Guarantor Information
Adding Consumer Detail Information
Adding Reference Information
Adding Collateral Information
Reviewing Product Disclosure Information
Reviewing Closing Requirements
Managing Documents
Creating Small Business Loan Applications (End User)
Adding Business Details
Recording Unique Features and Terms
Managing Business Services Information
Processing Applications (End User)
Viewing Assigned Applications
Assessing Applications
Ordering and Viewing Reports
Viewing Decisions on Applications
Capturing Regulation C Compliance Information
Adding Closing Activities
Creating and Modifying Trailing Documents
Creating Notes About Applications
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Managing Commercial Loans
About Managing Commercial Loans
Scenarios for Managing Loan Requests
Process of Managing Commercial Loans
Administrator Procedures
End-User Procedures
Activating Loan Request Workflows
Assessment Templates for Loan Approvals
Activities Plan for Loan Requests
Document Template for Loan Requests
Setting Up Approval Levels
Setting Up Portfolio Types for Commercial Loans
Associating Facilities with Financial Accounts
Creating Commercial Loan Requests (End User)
Setting Up Facilities (End User)
Syndicating Facilities (End User)
Setting Pricing and Fees for Facilities (End User)
Adding Guarantors to Loan Facilities (End User)
Adding Covenants to Facilities (End User)
Adding Collateral to Loan Facilities (End User)
Creating Policy Exceptions (End User)
Reviewing Underwriting Standards for Loan Requests (End User)
Reviewing Group Exposure (End User)
Entering Credit Decisions for Commercial Loans (End User)
Assigning Loan Requests (End User)
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Managing Holdings And Interests
About Managing Holdings and Interests
Scenario for Promoting a Market Opportunity to Targeted List of Clients
Process of Administering Securities
Setting Up Securities Lists of Values
Defining Industry Values
Defining Product Lines
Defining Product Classes
Adding Categories
Creating and Modifying Stock, Bond, and Mutual Fund Records
Process of Tracking Clients' Interests and Creating Interest-Based Call Lists
Entering Interests and Holdings Information
Creating and Using Targeted Call Lists
Configuring Call List Generation
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Managing Products and Pricing
About Managing Products and Pricing
Scenario for Managing Products and Pricing
Process of Managing Products and Pricing
Administrator Procedures
End-User Procedures
Creating New Products
Defining Fees and Rates
Using Product Information (End User)
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Managing Access Exceptions
About Managing Access Exceptions
Scenario for Analyzing Access Exceptions
Administering Access Exceptions
Setting Access Levels for Literature and Lists
Activating Access Workflows for Distribution Exceptions
Using Access Exceptions
Adding Access Exceptions
Setting Access Levels
Viewing Access Exceptions Charts
Viewing Access Exceptions Associated with Literature
Viewing Access Exceptions Associated with a List
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Managing Group Pensions
About Managing Group Pensions
Scenario for Creating a Company 401(k) Plan
Group Pension Sample Tasks
Process of Managing Group Pension Plans
Administrator Procedures
End-User Procedures
Defining Group Pension Products
Defining Group Pension Plans
Administering Group Pension Plans (End User)
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Business Services for Siebel Financial Services
About a Business Service
About Siebel Financial Services Business Services
VBC Cache and Instance Manager
Caching VBC Overview
Components
Stages of the Caching VBC Process
Caching VBC Configuration
Purging the VBC Cache
Free Format Converter
Data Validation Manager
Business Rule Processor
Process of Defining Business Rule Processes
Creating and Managing Business Rule Processes
Defining Properties for a Business Rule Process
About Business Rule Process Property Types
Defining Procedures for a Business Rule Process
Fine-Tuning the Assignment Statement
Handling Business Rules Processor Errors
Throwing Errors Within a Business Rules Process
Recovering From Errors Within a Business Rules Process
Using BRP Helper Business Services
FINS CAP Buscomp Data Loader Business Service
FINS CAP Buscomp Handler Business Service
Invoking the Business Rule Processor
Using eScript to Invoke the Business Rule Processor
Logging Business Rules Processor Debug Messages
Requirements Manager
About Requirements Manager
Administering Requirements Manager
Creating Record Templates
Creating Requirement Templates
Using Requirements Manager
Creating Record Group Templates
Example of Using Requirements Manager for Record Group Templates
Customer Authentication Manager
Creating Customer Authentication Templates
Defining Customer Authentication Rules
Invoking Customer Authentication Manager
Using the Calculation Manager
Specifying Calculation Rules
Example of Using Embedded eScript for Mortgage Calculation
Invoking Calculation Manager
Using the Customer Expectations Manager
Defining Customer Expectation Manager Rules
Invoking Customer Expectations Manager
Using Data Transfer Utilities (DTU)
About Data Maps
Using Named Parameters in DTU
Calculation Expressions in DTU
Data Transfer Utilities Methods
Considerations for Data Transfer Utilities
Configuring Event-based Commands
Dynamic Enabling of Commands
Automating Approval Processing
Defining Approval Items and Approval Stages
Invoking FINS Approval Item Service from a Workflow
Approving or Declining Approval Stages (End User)
Automating the Display of Disclosure Documents
Setting Up Disclosures
Understanding and Activating Disclosure Workflows
Invoking the Disclosure UI Service Business Service
Viewing Disclosures Associated with Contacts (End User)
SmartScript Integration with Workflow
Example of Integrating SmartScript with Workflow
FINS Web Shopping Service Methods
FINS SmartScript Output Service Methods
Dynamic UI Business Service
Example of Creating a Dynamic Applet with the Dynamic UI Business Service
Displaying Dynamic Applets in a Workflow
Creating a View Template for Dynamic Applets
FINS Application View Navigation
Business Service Methods
Business Service Behaviors
Business Service Administration
Example of FINS Application View Navigation
Upgrade Note
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Siebel Finance Reports
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Sample ASPs for Household Financial Accounts Virtual Business Components
cashflow.asp
Performance.asp
ModelValueByClass.asp
ModelValueBySector.asp
holdings.asp
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