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Siebel eFinance Business Services Sample Tasks
This section details sample tasks often performed by administrators and end-users when working with Siebel eFinance business services. Your company may follow a different workflow according to its business requirements.
Administrator Procedures
The following list shows tasks administrators typically perform to implement validation, approval, and disclosure processing.
- Set up validation processing. For more information, see Automating Validation Processing.
- Set up approval processing. For more information, see Automating Approval Processing.
- Set up the automatic display of disclosure documents. For more information, see Automating the Display of Disclosure Documents.
End-User Procedures
The following list shows tasks end users typically perform when reviewing an approval stage or viewing disclosures associated with a contact.
- Approve or decline an approval stage. For more information, see Approving or Declining an Approval Stage.
- View a Disclosure History. For more information, see Viewing Disclosures Associated with Contacts.
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Siebel eFinance Guide Published: 20 October 2003 |