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Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Home Page for Siebel eBanking and eBrokerage >

Setting the Display Sequence of Financial Accounts

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By default, customers see their financial accounts displayed in administrator-defined sequences.

The administrator assigns a display sequence to each financial product within a category of financial products. The categories of financial products are Assets and Liabilities. For example, within the Assets category, the administrator can assign display sequence 1 to the Savings or MMA product so that accounts of that product type display first.

In the Accounts screen's Summary view, the financial accounts in the Deposits and Investments list applet are displayed in the sequence you set for their product types in the Assets category. The accounts in the Credit and Loans list applet are displayed in the sequence you set for the Liabilities category.

The home page Accounts list applet displays financial accounts in both the Assets and Liabilities categories. Accounts are displayed by their sequence number, independent of category.

NOTE:  Assign separate sequence intervals to categories to group financial accounts by category in list applets that include more than one category. For example, you could assign sequence numbers 0-99 to products in the Assets category and numbers 100-199 to products in the Liabilities category. Assets accounts are then displayed before Liability accounts.

If sorting is available for a particular applet that lists financial accounts, customers can sort financial accounts alphabetically in ascending or descending order. To restore the default sequence, the customer must refresh the page or log out and log in again.

To set the default sequence of financial accounts

Log in to Siebel eFinance.
From the application-level menu, choose View > Site Map > Product Administration.

The Product Administration view appears.

Click Query.

An empty record appears.

From the Type drop-down list, select the type of financial products to sequence. You may have to view Columns Displayed to see the Type field.
Click Go.

The products in the queried category appear.

Enter a number in the Display Sequence field for the selected product.

You may have to view Columns Displayed to see the Display Sequence field.

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