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Siebel eFinance Guide > Group Pensions > End-User Procedures >
Defining a Group Pension Product
Before end users create an actual group pension plan, they must first define a group pension product and specify investment options for plan participants.
To define a group pension product
- Navigate to the Group Pensions screen.
- From the Show drop-down list, select Group Pensions Product Administration.
- In the Products list, add a record and complete the necessary fields.
- In the Product Name field, enter a name for this group pension product.
- In the Category field, select Pension.
To define funding vehicles for a group pension product
- Navigate to the Group Pensions screen.
- From the Show drop-down list, select Group Pensions Product Administration.
- In the Product list, select a group pension product.
- In the Funding Vehicles list, add a record and complete the necessary fields.
- In the Name field, select the funds and investments available on this plan.
- In the Date Available field, specify the date this plan will become available within the system.
Once users have defined a group pension product and funding vehicles, the next step is to create a group pension plan for an account.
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Siebel eFinance Guide Published: 20 October 2003 |