Siebel Finance Guide > Managing Commercial Loans > Process of Managing Commercial Loans >

Administrator Procedures

The following list shows tasks administrators typically perform to manage commercial loans:

• Activating Loan Request Workflows
• Assessment Templates for Loan Approvals
• Activities Plan for Loan Requests
• Document Template for Loan Requests
• Setting Up Approval Levels
• Setting Up Portfolio Types for Commercial Loans
• Associating Facilities with Financial Accounts