Table 6. Siebel eHealthcare Reports
Report Name and Description
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Navigation Path
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Report Selection
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FINS Call Report Detail
Displays call report details, participating contacts and employees, action items, and notes of a single call report.
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Call Reports > My Call Reports
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Detail
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FINS Call Report Summary
Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities.
|
Call Reports > My Call Reports
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Summary
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FINS Contact Profile
Displays contact profile information such as name, address, date of birth, interests, experience, and activities.
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Contacts > My Contacts
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Profile
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FINS Demo Health Providers by Product - Healthcare
Displays lists of healthcare providers, grouped by health insurance product, with their contact and location information.
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Providers > My Providers
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Provider by Product
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FINS Demo Health Providers by Specialty - Healthcare
Displays lists of healthcare providers, grouped by their specialty, with their contact and location information.
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Providers > My Providers
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Provider by Specialty
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FINS Teller Branch Override Transaction Report
Displays lists of override transactions at a branch.
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Site Map > Branch Services Administration > My Branches > Transactions view tab
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Override Transactions
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FINS Teller Customer Large Currency Transaction Report
Displays lists of large currency transactions at a branch.
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Site Map > Branch Services Administration > My Branches, click the Transactions view tab
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Customer Large Currency Transactions
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Opportunities - By Product Line
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Opportunities > My Opportunities
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By Product Line
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