Siebel eFinance Guide > Applications > End-User Procedures >

Processing an Application


In addition to the views described in Managing Application Information, end users may use the following views when processing an application:

NOTE:  In a "real world" implementation of Siebel eFinance, end users would click the Next button to move between views. To create a workflow for processing an application, administrators need to create workflows that track with their company's policies and procedures. For more information on setting up a application workflow, see Setting Up an Application Workflow.

Viewing Assigned Applications

After users have been assigned an application for processing, they can view their applications in the My Applications list.

To view assigned applications

  1. Navigate to the Applications screen.
  2. From the Show drop-down list, select My Applications.

    The Applications list appears displaying the applications that are assigned to the current user.

Adding Activities

End users use the Activities view to record all activities associated with the currently selected application.

To add activities associated with an application

  1. Navigate to the Applications screen.
  2. In the Applications list, select an application.
  3. Click the Activities view tab.
  4. In the Activities list, add a record and complete the necessary fields.

For more information on activities, see Activities.

Adding Notes

End users use the Notes view to track information about a particular application.

To add notes associated with an application

  1. Navigate to the Applications screen.
  2. In the Applications list, select an application.
  3. Click the Notes view tab.
  4. In the Notes drop-down list, select one of the following:
    • Public Notes—Notes that others can see.
    • Private Notes—Notes that only their creators can see.
  5. In the Notes list, add a record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments
    Created
    Automatically populates with a date and time stamp.
    Type
    Default value is Note. Select alternate value to categorize the type of note.
    Description
    Text field for the content of the note.

Creating and Modifying Trailing Documents

Some applications, such as those for mortgages, require extensive documentation from the applicants. End users can use the Trailing Documents view to track documents to be provided by the applicants. After they set the target date for a trailing document, Siebel eFinance, with the help of business processes, creates activities to remind them to call the applicant to provide the necessary document, expediting the approval process.

NOTE:  For more information on setting up a workflow, see Siebel Business Process Designer Administration Guide.

To add trailing documents

  1. Navigate to the Applications screen.
  2. In the Applications list, select an application.
  3. Click the Trailing Documents view tab.
  4. In the Trailing Documents form, add a record and complete the necessary fields.


 Siebel eFinance Guide 
 Published: 20 October 2003