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Business Scenario

This scenario features sample tasks performed by a financial institution's Research Analyst, Institutional Sales Representative, or Investment Banker. Your organization may follow a different workflow according to its business requirements.

An investment banker for a sell-side institutional firm is reviewing one of her accounts to decide what research literature she should send to her client. The client's profile suggests a conservative stance and includes significant cash on hand. The investment banker decides to send some literature about various secured fixed-income instruments. The banker creates a service request for the literature distribution and assigns it to a research analyst at her firm.

The research analyst receives a service request to send literature to a client. The analyst determines the literature to send to the client. He then creates a new email, attaches the required literature, and sends it to the client.

In this scenario, users are bankers and research analysts. They enter information in Siebel eFinance to:


 Siebel eFinance Guide 
 Published: 20 October 2003