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

Relationship Page (Siebel eBrokerage Only)

The Relationship page displays a list of user coverages, holdings, interests, and activities. From the Relationship page, users can view their trade history.

Table 8 shows a mapping between the views and applets in the customer application to the related views in Siebel eFinance (the employee application). The view names listed are the display names observed by the end user; they are not the view names found in Siebel Tools.

Table 8.  Mapping Siebel eBrokerage to Siebel eFinance for Relationship Page
Siebel eBrokerage View
Siebel eBrokerage Applets
Related SIebel eFinance Screens
Relationship
Coverage
Companies > Coverage Team Contacts > Coverage Team
Relationship
Holdings
Holdings and Interests > Holdings
Relationship
Interests
Holdings and Interests > Interests
Relationship
Activities
Companies > Activities


 Siebel eService Administration Guide Addendum for Industry Applications 
 Published: 18 June 2003