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Siebel eFinance Guide > Applications > End-User Procedures >

Managing Application Information

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In Siebel eFinance, end users can capture the following types of applicant information:

• Details about the products in the application
• Details about the applicant
• Collateral information
• Mortgage information
• Business Services information
• Documents submitted by applicants

NOTE:  In a "real world" implementation of Siebel eFinance, end users would click the Next button to move between views. For more information, see Navigating an Application Using the Next Button and Setting Up an Application Workflow.

Adding Product Detail Information

End users use Product Detail subviews to capture information about the products in the application. Siebel eFinance supports multiple products under one application.

To add product detail information

1. Navigate to the Applications screen.
2. In the Applications list, select an application.
3. Click the Product Detail view tab.
4. From the Show drop-down menu, select one of the following:
   • Account Set Up
   • Credit Card
   • Account Services
   • Check Order
   • Funding
   • Loan Terms
   • Regulation C Information
5. In the Product Detail list, select a product.
6. In the subviews, complete the necessary fields.

Adding Consumer Detail Information

From the Consumer Detail view in the Applications screen, end users can create or view one of many financial statements for a customer. Siebel eFinance Financial Statement is used to manage consumer detail information. A financial statement is a snapshot of customer condition at a certain point in time.

For example, a customer applies for a product today; the end user creates a financial statement with all customer detail, such as income sources, assets, and liabilities. If the customer applies for another product in three months, the end user can pull the same financial statement, and Siebel eFinance will prefill all customer details. The end user can then ask the customer if that information has been changed since the last time. If the information has been changed, the end user can make a copy of the old Financial Statement and modify it. Using the copied financial statement, the end user does not need to type the consumer information again.

To add consumer detail information

1. Navigate to the Applications screen.
2. In the Applications list, select an application.
3. Click the Consumer Detail view tab.
4. From the Show drop-down list, select one of the following:
   • Credit Information
   • Disclosures
   • Financial Position
   • Income Sources
   • Real Estate
   • Residence Information
5. In the financial statement list, create a new financial statement or pick an existing financial statement.
6. In the Details subviews, complete the necessary fields.

Adding Collateral Information

End users can use the Real Estate Collateral, Vehicle Collateral, and Other Collateral views to track collateral information. For consumer loans, collateral typically consists of real estate, automobiles, bonds, and cash.

To add collateral information

1. Navigate to the Applications screen.
2. In the Applications list, select an application.
3. Click one of the following view tabs:
   • Real Estate Collateral
   • Vehicle Collateral
   • Other Collateral
4. In the collateral list, add a record and complete the necessary fields.

   NOTE:  To select collateral to add to the application, the collateral must first be defined as an asset in the Financial Position view. For more information about adding assets, see Adding Consumer Detail Information.

Managing Mortgage Information

End users can use the Mortgage views in the Applications screen to add, modify, copy, or delete mortgage application information.

To add mortgage information

1. Navigate to the Applications screen.
2. In the Applications list, select an application.
3. Click the Mortgage view tab.
4. From the Show drop-down list, select one of the following:
   • Mortgage Detail
   • Disclosures
   • Mortgage Transaction
   • Underwriter Summary
   • Underwriting Decision
5. In the product or financial statement list, select a product or financial statement and complete the necessary fields.

Managing Business Services Information

End users can use the Business Services views in the Applications screen to add, modify, copy, or delete business service application information.

To add business services

1. Navigate to the Applications screen.
2. In the Applications list, select an application.
3. Click the Business Services view tab.
4. In the Business Services list, from the Show drop-down list, select one of the following subviews:
   • Business Payroll
   • Business Tax Service
   • Merchant Card Accepted
   • Merchant Card Services
   • Merchant Card Location
5. In the list for the associated subview, select a business service product.
6. Complete the necessary fields.

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