Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage >
About the Relationship Page (Siebel eBrokerage Only)
The Relationship page displays a list of user coverages, holdings, interests, and activities. From the Relationship page, users can view their trade history. Table 6 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 6. Mapping Siebel eBrokerage to Siebel Finance for Relationship Page
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Siebel eBrokerage Applets |
Related SIebel Finance Screens |
Relationship |
Coverage |
Companies > Coverage Team Contacts > Coverage Team |
Relationship |
Holdings |
Holdings and Interests > Holdings |
Relationship |
Interests |
Holdings and Interests > Interests |
Relationship |
Activities |
Companies > Activities |
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