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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
Renaming Siebel Account Objects
Integrating Data with Host Applications
Configuring Lists of Values
Setting Up Type, Area, and Subarea Information
Establishing Applets as Read and Write or Read-Only
Determining Which Data Fields to Display
Configuring Summary Views
About Command Center
Command Center Configuration & 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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Opportunities
Scenario for Creating a New Opportunity
Administering Opportunities
Adding Opportunities as an Administrator
Managing Opportunities
Using Opportunities
Adding Opportunities in Siebel Finance
Creating Opportunities from Applications
Managing Deals in Siebel Finance
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Companies
About Company Hierarchies
Scenario for Managing Company Information
Administrator Procedures for Companies
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
End-User Procedures for Companies
Adding Companies and Investors
Updating Company Profiles
Viewing Company Hierarchies in Roll-Up Views
Creating Company Assessments
Adding Company Applications
Adding Company Service Requests
Managing Company Coverage Teams
Viewing Company Summaries
Viewing Company Relationship Hierarchies
Displaying Lists of Investor Transactions or Holdings
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Households
Scenario for Households in Siebel Financial Services
End-User Procedures for 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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Contacts
Scenario for Adding a New Contact
Administering Contacts
Using Contacts
Managing Contact Information
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
Setting the Customer Value Icon
Viewing a Contact Summary
Viewing Contact Relationship Hierarchies
Managing Mortgages
Performing Mortgage Needs Analyses
Making Mortgage Product Recommendations
Performing Mortgage Prequalifications
Using the Mortgage Calculator
Creating Financial Plans
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Call Reports
Scenario for Call Reports
Administrator Procedures for Call Reports
Viewing Call Report Charts
Activating the New Call Report Workflow
Managing Call Report Templates
End-User Procedures for Call Reports
Adding Call Reports
Creating Call Report Distribution Lists
Associating Action Items, Notes, and Attachments with Call Reports
Setting the Call Report Privacy Flag
Emailing and Printing Call Reports
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Activities
Scenarios for Siebel Finance Activities
Activities Procedures
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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Financial Accounts
Scenarios for Financial Accounts
Administrator Procedures
End-User Procedures
Financial Account Administration
Managing 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
Creating Service Requests Using the GO Button
Placing Trades
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Service Requests
Scenarios for Service Requests
Administrator Service Request Procedures
End-User Service Request Procedures
Creating Service Requests
Requesting Account Service in Service Requests
Changing Company Address or Name Information
Changing Customer Address or Personal Information
Recording Customer Appeals or Grievances
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Financial Needs Analyses
About Financial Needs Analysis
Scenarios for 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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Applications
About Applications
Scenario for Applications
Setting Up and Managing Applications
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
End-User Procedures for Applications
Viewing and Creating Applications
Navigating Applications Using the Next Button
Creating Applications Using the Auto Application Feature
Assigning Applications to Coworkers
Managing Application Information
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
Adding Business Details
Recording Unique Features and Terms
Managing Business Services Information
Processing Applications
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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Commercial Loans
Scenarios for Loan Requests
Administrator Procedures for Commercial Loans
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
End-User Procedures for Commercial Loans
Creating Commercial Loan Requests
Setting Up Facilities
Syndicating Facilities
Setting Pricing and Fees for Facilities
Adding Guarantors to Loan Facilities
Adding Covenants to Facilities
Adding Collateral to Loan Facilities
Creating Policy Exceptions
Reviewing Underwriting Standards for Loan Requests
Reviewing Group Exposure
Entering Credit Decisions for Commercial Loans
Assigning Loan Requests
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Collections
About Collections
Scenario for Collections
Administering Collection Campaigns
End-User Procedures for Collections
Reviewing Delinquent Accounts
Executing Collection Campaigns
Recording Skip Trace, Legal, and Bankruptcy Information
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Holdings And Interests
About 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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Products and Pricing
About Products and Pricing
Scenario for Products and Pricing
Administering Products and Pricing
Creating New Products
Defining Fees and Rates
Using Product Information
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Access Exceptions
About 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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Group Pensions
Scenario for Creating a Company 401K Plan
Group Pension Sample Tasks
Managing Group Pension Plans
Defining Group Pension Products
Defining Group Pension Plans
Administering Group Pension Plans
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Integration
Siebel Finance Integration Messages
AMS Connector
Integrating Siebel Finance with AMS ACAPS
Required Setup Procedures
Configuring an Oracle Connection and ODBC Data Source
Loading AMS Reference Data
Installing and Configuring IBM MQSeries AMI
Understanding and Activating Workflows
Business Service User Properties
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Business Services for Siebel Financial Services
About Siebel Financial Services Business Services
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
About Business Rule Process Steps
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
Calculation Manager
Specifying Calculation Rules
Example of Using Embedded eScript for Mortgage Calculation
Invoking Calculation Manager
Customer Expectations Manager
Defining Customer Expectation Manager Rules
Invoking Customer Expectations Manager
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)
Financial Services Workflow User Interface Utilities
Scenario for Filing an Insurance Claim Using the User Interface Utilities Business Service
Financial Services Workflow UI Utilities Methods
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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