Siebel eFinance Guide > Financial Needs Analyses > Business Scenario >

Administrator

An applications administrator is given the business requirements to create a new needs analysis script. To support the requirements, the administrator defines the product scores for each needs analysis question. The product scores are used to calculate and define the product recommendations. The administrator also sets up the optimal portfolio mix and investment objectives for the Investment Needs Analysis view.


 Siebel eFinance Guide 
 Published: 20 October 2003