Bookshelf v7.5.2: Summary View/Current Balance Summary Applet (FINS eBanking Contact Account Balance Form Applet)

Siebel eService Administration Guide Addendum for Industry Applications > Administering Siebel eBanking and Siebel eBrokerage > Accounts Page >

Summary View/Current Balance Summary Applet (FINS eBanking Contact Account Balance Form Applet)

The total asset and liability balance fields are calculated in the following manner.

The underlying business component queries for all financial accounts where the user is a contact on the financial account (user does not have to be the primary contact for the financial account).

The business component then sums up the asset and liabilities using the following criteria:

Asset. All accounts where the associated product category = Asset.

Liabilities. All accounts where the associated product category = Liability.

NOTE: The calculation is a simple arithmetic addition of all Current Balance fields and assumes that the currency type on all accounts is the same.

Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A
Published: 18 April 2003