Siebel Order Management Guide Addendum for Financial Services > Managing Contacts >

Scenario for Adding New Contacts


This scenario features sample tasks performed by a bank sales representative at a retail bank where the customer walks into a bank to open an account. The bank sales representative typically creates a new financial application for the customer. Your company might follow a different process depending on its business requirements.

A customer walks into a retail bank branch and expresses interest in financial products and services. The bank sales representative enters the customer into Siebel Financial Services Customer Order Management for Banking as a new contact. A bank sales representative captures the customer's personal information, such as contact names, applicable addresses, dates of birth, and other relevant information.The bank sale representative can also enter the relationships for this contact. In this scenario, the user is the bank sales representative. The bank sales representative enters the following information:

  • Adds a new contact
  • Adds additional contact names, addresses, and dates of birth
  • Adds relationships for the contact
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