This chapter is about administering securities records in Siebel Finance and managing contacts' interests and holdings. It includes the following topics:

• About Managing Holdings and Interests
• Scenario for Promoting a Market Opportunity to Targeted List of Clients
• Process of Administering Securities
• Setting Up Securities Lists of Values
• Creating and Modifying Stock, Bond, and Mutual Fund Records
• Process of Tracking Clients' Interests and Creating Interest-Based Call Lists
• Entering Interests and Holdings Information
• Creating and Using Targeted Call Lists
• Configuring Call List Generation