Siebel Order Management Guide Addendum for Financial Services > Setting Up Siebel Financial Services Customer Order Management for Banking > Roadmap for Setting Up Siebel Financial Services Customer Order Management for Banking >

Required Tasks

To set up and work with Siebel Financial Services Customer Order Management for Banking, all users perform the following tasks:

1. Activating Workflow Processes for Siebel Financial Services Customer Order Management for Banking. Some order management for financial services functionality is based on workflow processes for Siebel CRM. You must activate these workflow processes.
2. Setting Up Products and Catalogs. You must define products and create product catalogs, and make the catalogs available to users. Optionally, you can define price lists that assign prices to products.
3. Modeling the Financial Product. You must define the product type, ownership, UI template, and attributes.