Siebel Finance Guide > Holdings And Interests > Setting Up Securities Lists of Values >

Defining Product Lines

When you enter a new security, the Product Line field is used to indicate the asset class of the security. For example, if your company is an investment firm you might want to add equity, fixed income, derivatives, and mutual fund product lines if they do not already exist.

NOTE:  In Siebel Finance, the Product Line field and the Product Class field are used to indicate a security asset class in different modules of the application. The fields are used exclusively in different modules of the application. As a result, both fields should be populated with the same list of values to indicate the asset classes.

For more information about creating a product line, see Products and Pricing.

The task is part of Setting Up Securities Lists of Values.