Siebel Order Management Guide Addendum for Financial Services > Managing Financial Service Applications >

Revising a Financial Services Application

A user can revise a customer's financial services application before it has been submitted for fulfillment, which creates a new version of the same financial services application. Revising helps a user keep track of changes as the order evolves. This tracking information is useful when adding or deleting products. You can also use it when an order has expired.

When a user revises an order, the status field is automatically set to Pending. The Revise feature allows a user to revise the original order by creating a new order record with the same order number. The versions are distinguished by a revision number. All revisions of an order appear in the order list.

Making changes to an order does not automatically create a new version of the order. If the user wants to keep the original order and have a revision, the user must create a revised order.

NOTE:  When an end user revises an order, the original order becomes inactive and read-only.

For more information about revising a financial services applications, see Siebel Finance Guide.