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Siebel eService Administration Guide Addendum for Industry Applications
Administering Siebel eBanking and Siebel eBrokerage
Other Differences from Siebel eService
Siebel eBanking and Siebel eBrokerage Pages
Setting the Display Sequence of Financial Accounts
Summary View/Current Balance Summary Applet (FINS eBanking Contact Account Balance Form Applet)
Summary View/Deposits and Investments List Applet
Summary View/Credit and Loans List Applet
Summary View/Aggregated Accounts Applet
Account Detail Views/Account Select Applet
Transfer Money In/Transfer Money Out Views
The Relationship Page (Siebel eBrokerage Only)
Adding and Modifying Investment Interests
Trades Page (Siebel eBrokerage Only)
Installing and Configuring Account Aggregation
Setting Up Siebel eBanking for Account Aggregation
Administering Account Aggregation
End-User Procedures for Account Aggregation
Account Aggregation Business Services
Adding Account Download File Types
How Account Download Works in the Preconfigured Application
Adding a New Value to the File Format Drop-Down List
Creating an Integration Object for the New File Type
Administering Siebel Insurance eService
Siebel Insurance eService Features
Siebel Insurance eService User Interface Features
Setting Up Classes and Seminars
Setting Up Health Club Discounts
Setting Up Alternative Medicine Search
Setting Up a Link To Drug Interactions Information
Displaying Auto Policy Coverage Comparisons
Setting Up Printable Online Documents
Administering Partner and Claim Center Locators
Setting Up Service Provider Search
Administering Siebel eEnrollment for Financial Services
Siebel eEnrollment User Interface Elements
Enrolling for Insurance Coverage
Administering Siebel eCustomer for Financial Services
Administering Siebel eService for eAutomotive
Overview of Differences from Siebel eService
Activating Vehicle Registration Workflows
Visibility of Preventive Maintenance Actions to the Customer
Sharing Preventive Maintenance Documents with Customers
Siebel eService for Communications, Media, and Energy
Features Specific to Communications, Media, and Energy
Differences in the Customer Portal for CME
Differences in Personalization for CME
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Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A Published: 18 April 2003 |