Siebel Consumer Sector Guide > Trade Funds > Administrator Procedures >

Adding a Child Fund to a Parent Fund

The Funds module supports an infinite funds hierarchy. For example, a parent fund can have child funds, which in turn can have child funds. This allows marketing administrators to break up into smaller funds those fund records that have been transferred from an external database through Siebel Enterprise Integration Manager (EIM).

To add a child fund to a parent fund

  1. From the application-level menu, choose View > Site Map > Data Administration > Funds.
  2. In the Funds list, select a parent fund.
  3. Click the Child Funds view tab.
  4. In the Child Funds list, add a new record and complete the necessary fields.

To add a grandchild fund to a fund

  1. From the application-level menu, choose View > Site Map > Data Administration > Funds.
  2. In the Funds list, select a parent fund.
  3. Click the Child Funds view tab.
  4. In the Child Funds list, select a child.
  5. Drill down on the hyperlink of the child fund.

    6. In the Funds list, the child fund appears.

  6. In the Child Funds list, add a new record (the grandchild fund) and complete the necessary fields.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003