Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Managing Siebel eBanking and Siebel eBrokerage >

Reviewing Payees and Payments

Call center agents can review the list of payees that the customer selects and the scheduled payments.

To review the payees for a contact

1. In Siebel Finance, navigate to the Contacts screen, then the Contacts List view.
2. In the visibility filter, select All Contacts.
3. In the Contacts list, select a contact.
4. Click the hyperlink in the Last Name field.
5. Click the Bill Payment view tab.
6. Click the Payees or the Payments Scheduled link.

   You can view payments scheduled as a list or chart.