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Business Scenario

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This scenario features sample tasks performed by a sales representative in the securities or banking industries. Your company may follow a different workflow according to its business requirements.

In this scenario, end users are the sales representatives who manage company information. They enter information to:

• Add new companies to the database and create company assessments
• Associate applications and service requests with a company
• Manage company coverage teams
• View company summary information
• View relationships in a graphical manner

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