Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide > Households >
End-User Procedures
The following end-user procedures are described in this section:
- To add a household
- To add a contact to a household
- To view household summary information
- To create a custom-defined relationship
- To select a financial account associated with a household
- To view aggregated holdings for a financial account
- To compare account holdings against a portfolio model
- To view the selected account holdings by sector
- To view expected future cash flows for selected accounts
- To view selected accounts' past performance
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide Published: 20 October 2003 |