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

Process of Managing Financial Contacts

This topic details sample tasks often performed by users when they are managing contacts. Your company might follow a different process depending on its business requirements.

To manage financial contacts, perform the following tasks:

1. Adding Contacts
2. Viewing Contact Summary Information
3. Viewing a Financial Services Application
4. Suspending a Financial Account
5. Resuming a Financial Account
6. Modifying a Financial Account
7. Deactivating a Financial Account