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Siebel eFinance Guide > Financial Accounts >

Business Scenarios

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These scenarios feature sample tasks performed by a financial institution's relationship managers and call center agents. Your organization may follow a different workflow according to its business requirements.

In these scenarios, the Siebel administrator is responsible for administering Siebel eFinance and requires administrative responsibilities to:

• Add a financial account or a new authorized user to a financial account
• Associate holdings information with a contact's financial account

The end users are the call center agents and relationship managers who answer customer calls. They enter information and create service requests:

• Review financial account information
• Create service requests using the Go button or place a trade
• Create a call list based on account holdings/balances
• Generate account reports
• Place a trade

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