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A
access exceptions
See also Adding an Access Exception
adding 1
business scenario 1
contacts access level, setting 1
investor, setting access level 1
list, setting access level 1
list, viewing access exceptions associated with 1
literature, viewing access exception associated with 1
tasks, samples performed when managing access exceptions (diagram) 1
type, viewing access exceptions by 1
access exceptions, administrator procedures
Business Process Administration policy, setting for a literature or list distribution exception 1
Business Process Administration, using to monitor and generate access exceptions 1
existing literature, setting access level 1
list, setting access level 1
account, as used in Financial Services 1
Active Server Page (ASP), setting up and testing local db 1
Active Server Pages (ASPs), sample of
Cashflow.asp 1
holdings.asp 1
ModelValueByClass.asp 1
ModelValueBySector.asp 1
Performance.asp 1
activities
about and defined 1
appointment with customer, making 1
business scenarios, institutional finance 1
business scenarios, retail finance 1
call list, creating a call list 1
company coverage team activities, viewing 1
coworker, assigning activity to 1
literature fulfillment, providing by email 1
My To Do List, managing 1
tasks, sample tasks when managing activities (diagram) 1
activities, creating associated with group pension plan 1
Actuate reports, table of 1
AMS Reference Data, loading 1
applications
See also Viewing and Creating Applications
activities associated with an application, adding 1
applicant information, adding 1
application process, about 1
application, automatically creating 1
Applications view, accessing from Companies screen 1
Applications view, accessing from Contacts screen 1
assigned applications, viewing 1
business scenario, administrator creates a new product 1
business scenario, branch agent assists a customer opening a new account 1
business services, adding 1
collateral information, adding 1
consumer detail information, adding 1
coworker, assigning application to 1
creating 1
guarantor and applicant details, adding 1
loan feature and terms, recording 1
mortgage information, adding 1
Next button, about using to complete applications 1
Next button, using to complete applications (procedure) 1
notes associated with an application, adding 1
processing an application, views available 1
product detail information, adding 1
small business details, adding 1
small business loan application, customer information required 1
tasks, samples performed when managing applications (diagram) 1
trailing documents, adding 1
applications, administrator procedures
See also Activating the Auto Application Workflow
application records, creating automatically 1
application workflow, purpose of setting up 1
application workflow, setting up (procedure) 1
sales method creation and modification, about 1
approval processing, automated
See also Automating Approval Processing
about and steps 1
approval items and stages, defining 1
FINS Approval Item Service, about invoking from a workflow 1
FINS Approval Item Service, configuring Business Service step 1
FINS Approval Item Service, configuring Start step 1
assessment
company assessment, performing 1
company value assessment, viewing the results 1
Assignment Manager, about using to resolve coverage team problems 1
audience for guide 1
Auto Application feature, using to automatically create applications 1
Auto Application Workflow
activating 1
modifying 1
Auto Call Report Workflow
activating 1
modifying 1
Automated Credit Application Processing Systems (ACAPS)
AMS FINS Application integration object, table 1
AMS Reference Data, loading 1
business service user properties, configuring 1
eFinance, integrating with 1
IBM MQSeries AMI, installing and configuring 1
Oracle connection and ODBC data source, configuring 1
overview 1
setup procedures, required 1
user properties, adding new 1
workflow activating (procedure) 1
workflow processes (table) 1
B
bankruptcy information, recording 1
beneficiary
information, recording 1
Business Process Administration
access exceptions, using to monitor and generate 1
policy, setting for a literature or list distribution exception 1
business services
See also Approving or Declining an Approval StageSee also Automating Validation Processing
about 1
approval stage, approving or declining 1
business scenario, customer purchases mutual fund shares 1
contacts, viewing disclosures associated with 1
business services, administrator procedures
See also Automating Approval Processing
automating validation processing, about 1
disclosure associating with a product 1
disclosure documents, automating the display of 1
Disclosure UI Service, about invoking from a workflow 1
disclosure workflow processes (table) 1
disclosure workflow, activated to display disclosure documents 1
existing disclosure, revising 1
existing validation rule set, revising 1
FINS Validator service, about invoking from a workflow 1
FINS Validator service, invoking from a Runtime event 1
validation history, viewing 1
validation rule set, importing and exporting 1
validation rule set. about defining 1
validation rule sets, defining 1
business-to-business institutional call list, adding 1
business-to-consumer call list, adding 1
C
calculators, disclaimer about use 1
call lists
account holding and balances, creating based on 1
business-to-business list, adding list 1
business-to-consumer, adding list 1
creating a call list 1
call reports
See also Managing Call Reports
action items, associating with 1
attachments, associating with 1
attachments, storage location 1
business scenario 1
call report records, adding 1
defined and about 1
distribution list, about creating 1
distribution list, creating (procedure) 1
emailing 1
notes, associating with 1
printing 1
privacy flags, setting 1
tasks, samples when managing call reports (diagram) 1
Call Reports module, about 1
call reports, administrator procedures
See also Viewing Call Report Charts
call report records, creating automatically 1
chart for your call reports, viewing 1
Cashflow.asp 1
categories, adding contact to 1
Collapse button
edit layout button, about 1
summary view control, about 1
collateral, adding to a loan facility 1
collection summary information, viewing from the Campaigns screen 1
collections
See also Researching Delinquent Accounts
about and defined 1
bankruptcy information, recording 1
business scenario 1
collection campaign, executing 1
collection summary information, viewing from the Campaigns screen 1
delinquent account, recording legal information related to 1
promises summary information, viewing from the Campaigns screen 1
skip trace information, recording 1
tasks, samples performed when managing collections (diagram) 1
collections, administrator procedures
See also Administrator Procedures
campaign list, ways to generate (list of) 1
collection campaign, setting up 1
contact, manually adding to a campaign 1
Commercial Banking Loan Approval module, about 1
commercial loans
See also Setting Up an Approval Level
approval level, associating with a loan request 1
borrow details, adding to a loan request 1
business scenario, administrator sets up approval stages and underwriting standards 1
business scenario, credit administrator set up capital facility 1
business scenario, credit committee officer reviews loan request 1
business scenario, loan officer creates new load request 1
collateral, adding to a loan facility 1
commercial loan request, creating 1
covenant, adding to a facility 1
credit decision, entering 1
credit issue for a commercial loan request, creating or modifying 1
existing covenants, copying from one facility to another 1
facility, syndicating 1
group exposure, reviewing 1
guarantor, adding to a loan facility 1
new facility, creating and associating a borrower 1
next credit committee officer, assigning loan request to 1
policy exception, creating at the borrower level 1
policy exception, creating at the facility level 1
policy exception, creating at the loan request level 1
pricing and fees, setting for a facility 1
tasks, samples performed when managing commercial loans (diagram) 1
underwriting standard, reviewing 1
commercial loans, administrator procedures
See also Assessment Templates
activities plan, about 1
approval level, setting up 1
assessment templates, about setting up 1
commercial loan portfolio, setting up 1
commercial loan underwriting standard, setting up 1
document template, about 1
facility, associating with a financial account 1
companies
See also Adding a Company
address, submitting a service request to change 1
administrators and end uses sample tasks, diagram 1
business scenario, sales representative tracks company information 1
company hierarchies, about 1
company, adding 1
contact, associating with a company 1
coverage team activities, viewing 1
name, submitting a service request to change 1
Siebel eFinance, as used in 1
companies, administrator procedures
See also Adding a Company
aggregated activities for a company, viewing 1
aggregated coverage team for a company, viewing 1
aggregated list of contact for a company, viewing 1
aggregated opportunities for a company, viewing 1
application, associating with a company 1
company assessment, performing 1
company information, deleting 1
company profile, updating 1
company relationship hierarchy, about viewing 1
company summary information, viewing 1
company unavailable to all other users, making 1
company value assessment, viewing the results 1
competitor, indicating that a company is 1
competitor, information, about deleting 1
coverage team members, about verifying 1
coverage team members, adding or deleting members 1
coverage team members, searching for a company without 1
coverage team, adding a member to 1
custom-defined relationship, creating 1
data aggregation, about generation company hierarchies for 1
default company hierarchy, generating (procedure) 1
dynamic company hierarchy, creating of selected companied 1
industry, adding an 1
natural parent-subsidiary relationship, establishing between two companies 1
primary team member, changing for a company 1
relationship type, adding a custom-defined 1
service request, associating with a company 1
territory, adding a 1
company hierarchies
aggregated activities for a company, viewing 1
aggregated coverage team for a company, viewing 1
aggregated list of contacts for a company, viewing 1
aggregated opportunities for a company, viewing 1
company profile, updating 1
Company Profiling
Investment Banking module, about 1
Investment Management module, about 1
company relationship hierarchy
about viewing 1
custom-defined relationship, creating 1
natural parent-subsidiary relationship, establishing between two companies 1
company summary, viewing 1
competitor information, managing
competitor information, about deleting 1
competitor, indicating that a company is 1
contacts
See also Managing Contact Information
access level, setting 1
access levels, about 1
adding a contact 1
aggregated list of contacts for a company, viewing 1
business scenario, private banker prepares for sales call 1
business scenario, sales representative adds a new contact 1
campaign, manually adding to 1
categories, adding to a contact 1
company, associating a contact with 1
contact summary information, viewing 1
customer value assessment, about creating 1
customer value assessment, about viewing the results 1
customer value assessment, creating (procedure) 1
customer value assessment, viewing the results (procedure) 1
defined 1
financial plan, creating 1
household, adding to a 1
investment needs analysis, performing for 1
literature distribution, adding contact to 1
logical groupings of contacts, creating 1
logical groupings of contacts, evaluating 1
mortgage calculator, about using 1
mortgage calculator, using (procedure) 1
mortgage prequalification, performing 1
mortgage products, recommending 1
My Personal Contacts view, about adding a company record 1
needs analysis for a contact, performing 1
needs analysis, performing for 1
note records, creating 1
profitability, reviewing 1
referral received, entering 1
referral to a contact, creating 1
relationship hierarchy, about viewing 1
relationship hierarchy, defining relationship between contacts 1
relationship hierarchy, viewing (procedure) 1
security interests, setting 1
transaction history, viewing 1
contacts, administrator procedures
See also Administrator ProceduresSee also Administrator Procedures
contact's holding, updating or reviewing 1
contact's Investment Profile, updating or reviewing 1
Corporate & Commercial Banking module, about 1
covenants
existing covenants, copying from one facility to another 1
facility, adding to a 1
coverage team members
See also Managing a Coverage Team
about verifying 1
company, adding or deleting members 1
company, searching for one with any coverage 1
member, adding to 1
primary coverage team member, changing for a company 1
coverage team, viewing company coverage team activities 1
coworker, assigning activity to 1
credit committee officer, assigning loan request to next officer 1
Credit Origination module, about 1
customer
address or name, changing 1
address, submitting a service request to change 1
appointment, making with 1
complaint, recording 1
personal information, submitting a service request to change 1
customer value assessment
about creating 1
creating (procedure) 1
results, about viewing 1
results, viewing (procedure) 1
D
data aggregation
company hierarchies, about generating for 1
default company hierarchies, about 1
default company hierarchy, generating (procedure) 1
dynamic company hierarchies, about 1
dynamic company hierarchies, creating of selected companies 1
deal management
See also Opportunities
about 1
deal team member, adding or deleting 1
deal, securing 1
new activity plan, creating for a deal 1
new activity, creating and assigning a deal member 1
new attachment, creating for a deal 1
primary deal member, changing 1
default company hierarchies
about 1
generating (procedure) 1
deleting
validation rule set, about 1
delinquent accounts, recording related legal information 1
disclosure documents
automating display, about 1
disclosure workflow process, table of 1
disclosure workflow, activating to display disclosure documents 1
existing disclosure, revising 1
product, associating with 1
Disclosure UI business service, about invoking 1
distribution list
See also Creating a Distribution List
about creating 1
creating (procedure) 1
dynamic company hierarchies
about 1
selected companies, creating 1
E
literature fulfillment, providing 1
emailing a call reports 1
enrolling participants in a group pension plan 1
Expand button
edit layout button, about 1
summary view control, about 1
F
financial accounts
See also Managing Financial Accounts
account analysis, viewing 1
account holdings, comparing against portfolio model 1
account holdings, viewing by sector 1
accounts, viewing past performance 1
aggregated holdings, viewing 1
business scenario, call center agent 1
business scenario, relationship manager 1
business scenario, wealth management/brokerage relationship manager 1
call list, creating based on account holdings and balances 1
expected future cash flows, viewing for selected accounts 1
financial account, reviewing 1
household, selecting associated with 1
service request, creating using GO button 1
tasks, sample that are performed when managing accounts (diagram) 1
trade, placing 1
Financial Accounts module, about 1
financial accounts, administrator procedures
See also Managing Financial Accounts
account categories and account types, establishing 1
Active Server Page (ASP), setting up and testing local db 1
concepts, understanding 1
financial account, adding 1
holdings information, associating with a financial account 1
household financial accounts virtual business components, about setting up 1
virtual business components, configuring user properties 1
virtual business components, testing (table of) 1
financial application
company, associating with 1
opportunity, creating from 1
financial plan, creating 1
FINS Approval Item Service
Business Service step, configuring in your workflow 1
Start step, configuring in your workflow 1
workflow, about invoking from 1
FINS Validator service
Business Service step, configuring in your workflow 1
Runtime event, defining 1
Start step, configuring in your workflow 1
validation history, viewing 1
workflow, about invoking from 1
G
GO button, using to create service request 1
grievance, recording customer complaint 1
group exposure, reviewing 1
group pensions
activity, creating associated with group pension plan 1
administering group pension plans, list of tasks 1
billing information, entering 1
business scenario 1
classes for plan participants, defining 1
eligible plan members, adding 1
funds and investments available, viewing 1
group pension plan, defining 1
group pension product, defining 1
group pension product, defining fund vehicles 1
key group pension plan contacts, recording 1
new participants, enrolling 1
notes, creating associated with a group pension plan 1
participant beneficiary information, recording 1
plan rules, specifying 1
service request associated with a group pension plan, creating 1
tasks, samples performed when managing group pensions (diagram) 1
guide
audience for 1
organization of 1
H
Hide button
edit layout button, about 1
summary view control, about 1
holdings
adding 1
information, associating with a financial account 1
list of, displayed by investor 1
Holdings & Interests Tracking
Institutional Sales & Research module, about 1
Investment Management module, about 1
Retail Brokerage module, about 1
holdings.asp 1
Household Holdings module, about 1
households
account holdings, comparing against portfolio model 1
account holdings, viewing by sector 1
accounts, viewing past performance 1
business scenario 1
contact, adding to a household 1
defined 1
expected future cash flow, viewing for selected accounts 1
financial account, selecting associated with 1
financial account, viewing aggregated holding 1
household, adding a 1
portfolio information, perspectives available (list of) 1
relationship hierarchy, about viewing 1
relationship hierarchy, creating custom-defined 1
summary information, viewing 1
tasks, samples when managing households (diagram) 1
I
IBM MQSeries AMI
installing and configuring, about 1
repository file, configuring services and policies stored in 1
industry, adding 1
Institutional Sales and Research module, about 1
integration
Siebel eHealthcare integration messages, table of 1
integration, about 1
See also Integration
Investment Banking module, about 1
Investment Management module, about 1
investment needs analysis, performing for contacts 1
investment objective, creating 1
investment profile, updating or reviewing contact's Investment Profile 1
Investor Profiling
Institutional Sales & Research module, about 1
Investment Banking module, about 1
Investment Management module, about 1
investors
about and defined 1
access level, setting 1
adding 1
business scenario 1
coverage roles, tracking 1
coverage team member, adding 1
holding, adding a 1
list of holdings, displaying by investor 1
list of transactions, displayed by investor 1
organizational chart, displaying 1
tasks, samples performs when managing investors (diagram) 1
L
list
type, viewing access exceptions by 1
list distribution, setting Business Process Administration policy 1
literature
access level, setting for existing literature 1
Business Process Administration policy, setting 1
fulfillment, providing by email 1
security, associating with 1
type, viewing access exceptions by 1
literature, distributing to a contact 1
LOV, adding a custom-defined relationship type 1
M
Mobile Web Client, caution, about performing administrative functions on local db 1
ModelValueByClass.asp 1
ModelValueBySector.asp 1
mortgages
calculator, about using 1
calculator, using (procedure) 1
contact, performing needs analysis for 1
prequalification, performing 1
products, recommending 1
Siebel Script Wizard, using 1
Move down edit layout button, about 1
Move up edit layout button 1
mutual fund information, editing 1
My To Do List, managing 1
N
needs analysis
See also Performing a General Needs Analysis for a Company
about 1
business scenario, administrator 1
business scenario, call center agent 1
business scenario, relationship manager 1
contact, performing general needs analysis for 1
investment needs analysis for a contact, performing 1
product needs analysis, performing 1
recommendation, generating from a needs analysis session 1
recommended product, selecting using the Apply field 1
tasks, sample tasks when setting up needs analysis script (diagram) 1
needs analysis, administrator procedures
See also Needs Analysis Script Creation
investment objective, creating 1
needs analysis script creation, about 1
portfolio mix administration, performing 1
questions and scores, associating with products 1
script problem, correcting with a product score 1
Needs Analysis/Applications module, described 1
Next button
applications, about using to complete 1
applications, using to complete (procedure) 1
notes
group pension plan, creating associated with 1
notes, creating for a contact 1
O
opportunities
See also Managing Deals
aggregated opportunities for a company, viewing 1
business scenario, investment banker created IPO deal 1
business scenario, sales representative creates new opportunity 1
defined 1
deleting if unsure whether opportunity is active 1
financial application, creating opportunity from 1
opportunity details, adding specific 1
persistent filter, deleting 1
persistent filter, entering and running 1
persistent filter, saving 1
Opportunities persistent filter
limitations 1
LOV, adding a field with 1
picklist field, adding to 1
opportunities, administrator procedures
See also Adding an Opportunity
Opportunities persistent filter, adding a field with a LOV to 1
Opportunities persistent filter, adding a picklist field to 1
opportunity persistent filters, limitations 1
opportunity, adding from the Data Administration screen 1
opportunity, securing an 1
primary sales team member, changing for an opportunity 1
sales team members, adding or deleting for an opportunity 1
Oracle database
AMS reference data, about connecting to 1
ODBC data source, creating 1
testing the data source connection 1
organization of guide 1
organizational chart, displaying 1
P
Performance.asp 1
persistent filter
Opportunities persistent filter, adding a field with a LOV to 1
Opportunities persistent filter, adding a picklist field to 1
Opportunities persistent filters, limitations 1
opportunities, deleting persistent filter 1
opportunity, entering and running 1
opportunity, saving 1
policy exception
borrower level, creating at 1
facility level, creating at 1
loan request level, creating at 1
portfolio information
See also Viewing and Evaluating Household Portfolios
household, perspectives available (list of) 1
portfolio mix administration, performing 1
printing call reports 1
privacy flags, setting for call reports 1
product class, adding for a security 1
products
creating 1
information, viewing 1
new product line, creating 1
questions and scores, associating with 1
rate, setting 1
products and pricing
See also End-User Procedure
business scenario, administrator defines new products 1
business scenario, customer service representative views product information 1
product information, viewing 1
tasks, samples performed when managing products and pricing (diagram) 1
products and pricing, administrator procedures
See also Creating a New Product
fee and conditions, setting for a product 1
new product line, creating 1
product, creating 1
rate, setting for a product 1
profitability, reviewing contact's profitability 1
promises summary information, viewing from the Campaigns screen 1
R
referral information
contact to, creating 1
received from a contact, entering 1
relationship hierarchy
contact, about viewing 1
contact, defining relationship between contacts 1
contact, viewing (procedure) 1
household relationship hierarchy, about viewing 1
household relationship hierarchy, creating custom-defined 1
reports, table of 1
Research Distribution Management
Institutional Sales & Research module, about 1
Institutional Sales & Research, about 1
Investment Banking module, about 1
Investment Management module, about 1
Retail Brokerage module, about 1
Retail Brokerage module, about 1
Retirement/Pension Management module, about 1
Rollup module, about 1
S
S_ACTIVITY_ATT table, location of call report attachments 1
scripts
contact's refinance breakeven amount, using script to gather 1
and mortgage pre-qualification 1
needs analysis script problem, correcting with a product score 1
Siebel Script Wizard, using 1
securities
See also Updating Securities Information
business scenarios, administrator adds a security to Siebel eFinance 1
business scenarios, investment representative determines customer objectives 1
business-to-business call list, adding 1
business-to-consumer call list, adding 1
Institutional Sales & Research module, about 1
Retail Brokerage module, about 1
summary information for a security, updating 1
tasks, samples performed when managing securities (diagram) 1
securities interest, setting a contact's security interest 1
Securities module, about 1
securities, administrator procedures
See also Adding Securities Lists of Values
industry, adding 1
literature document, associating with a security 1
mutual fund information, editing 1
new securities record, adding 1
Product Class field, about using 1
product class, adding for a security 1
Product Line field, about using 1
securities list of values, about adding 1
security category, adding 1
security exchange, adding 1
security category, adding 1
security exchange, adding 1
security trades, placing 1
service requests
See also Administrator Procedures
about and defined 1
account service, requesting using a service request 1
business scenario, application administrator changes a company name 1
business scenario, call center agent creates a service request 1
business scenario, relationship manager creates a service request 1
company, associating with 1
company's address, changing 1 , 2
company's address, submitting a service request to change 1
company's name, submitting a service request to change 1
creating from the Contacts screen 1
creating, ways to 1
customer's address, submitting a service request to change 1
customer's personal information, submitting a service request to change 1
GO button, creating using 1
group pension plan, creating associated with 1
new customer complaint, recording 1
organization's service, creating related to 1
Service Requests module, about 1
service requests, administrator procedures
See also Administrator Procedures
company address or name, changing 1
customer's address or name, changing 1
Show edit layout button, about 1
Siebel Account objects, caution renaming to Companies 1
Siebel eFinance
deal management, about 1
Siebel eFinance Basic, about 1
Siebel eFinance modules, described 1
Siebel eHealthcare integration messages, table of 1
Siebel Household Management module, about 1
Siebel Janna applications
Siebel eFinance application and modules, about migration path 1
Siebel eFinance functionality and modules 1
Siebel Opportunity Manager module, about 1
Siebel Script Wizard mortgage prequalification 1
skip trace information, recording 1
Small Business Banking module, about 1
small business loan application
applicant information, adding 1
customer information required, list of 1
guarantor and applicant details, adding 1
loan features and terms, recording 1
small business details, adding 1
SmartScripts, using to gather contact's refinance breakeven amount 1
summary information, viewing a household summary 1
summary view
controls, about 1
edit layout buttons, about 1
T
test database, setting up and testing local db 1
To Do items, viewing assigned to end user 1
trade, placing 1
trailing documents, adding 1
transaction history, viewing contact's transaction history 1
transactions
list of by investor, displaying 1
U
underwriting standard, reviewing 1
V
validation rule set
defining 1
deleting, about 1
existing rule set, revising 1
importing and exporting 1
virtual business components
See also Sample ASPs for Household Financial Accounts Virtual Business Components
about setting up 1
tests, table of 1
user properties, configuring 1
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel eFinance Guide Published: 20 October 2003 |