Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage >
About the Transfers Page for Siebel eBanking and eBrokerage
Siebel eBanking provides the ability to transfer funds between accounts in a variety of ways. Funds can be transferred between two accounts with the same institution, between institutions, or between institutions through a wire service. All transfers except wire transfers can be set up to recur at a specified interval. From the Transfers page, users can view a history of their transaction, transfer funds in or out, or transfer funds to another financial institution. Table 4 shows a mapping between the views and applets in the customer application to the related views in Siebel Finance (the employee application). The view names listed are the display names observed by the end user; they are not the view names found in Siebel Tools.
Table 4. Mapping Siebel eBanking to Siebel Finance for Transfers Page
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Related Siebel Finance Screens |
Funds Transfer |
Transfer Funds |
Service > Account Services > Funds Transfer |
Transfer Money In, Transfer Money Out |
Transfer Money In, Transfer Money Out |
Service > Account Services > Auto Payment / Saver |
Wire Transfer |
Wire Transfer |
Service > Account Services > Wire Transfer |
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