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Viewing CASA Authorized Signatories Information


CASA Authorized Signatories information is not stored in Siebel Finance. CASA authorized signatories information is displayed using VBCs. One account can have multiple authorized signatories; the list applet is used to display authorized signatories information in Siebel Finance.

To view CASA authorized signatories information

  1. Navigate to the Financial Accounts screen, then the Financial Accounts List view.
  2. In the Financial Accounts list, drill down on the financial account with Type as CASA.
  3. Click the CASA view tab and then the Authorized Signatories link.

Refreshing CASA Authorized Signatories Information

Use the following procedure to refresh CASA authorized signatories information.

To refresh CASA authorized signatories information

  1. Navigate to the Financial Accounts screen, then the Financial Accounts List view.
  2. In the Financial Accounts list, drill down on the financial account with Type as CASA.
  3. Click the CASA view tab and then the More Info view.
  4. Click on Refresh button, and then the Authorized Signatories link.
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