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Siebel eHealthcare Guide > Households >

End-User Procedures

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The following end-user procedures are described in this section:

To add a household
To add a contact to a household
To view household summary information
To create a custom-defined relationship
To select a financial account associated with a household
To view aggregated holdings for a financial account
To compare account holdings against a portfolio model
To view the selected account holdings by sector
To view expected future cash flows for selected accounts
To view selected accounts' past performance

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