Numerics - A - B - C - D - E - F - G - H - I - L - M - N - O - P - Q - R - S - T - U - V - W

Numerics

7.7 seed data, confirming  1

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A

access exceptions

about  1

access exceptions by type, viewing  1

access exceptions, adding  1

access workflows, activating  1

business scenario  1

contact's access level, setting  1

distribution exceptions, about activating workflows  1

existing piece of literature, setting access level  1

list, setting access level (administrator procedure)  1

list, setting access level (end-user procedure)  1

list, viewing access exceptions associated with  1

literature and lists, about setting access levels  1

literature, viewing access exceptions associated with  1

access levels

contact access level, about using  1

contact's access level, setting  1

contacts, setting access level  1

existing piece of literature, setting access level  1

list, setting access level  1

literature and lists, about setting for  1

literature, setting list access level  1

account analysis, viewing  1

account holdings

comparing against portfolio model  1

account services

account services view items table  1

account services, requesting using a service request  1

accounts

account holdings, comparing against portfolio model  1

call list, creating based on account criteria  1

expected future cash flows, viewing for selected accounts  1

facilities, associating with financial accounts  1

financial account, associated with a household  1

financial account, viewing aggregated holdings for  1

Financial Services, as used in  1

selected account holdings, viewing by sector  1

selected accounts' past performance, viewing  1

action items

associating with call reports  1

Active Server Pages

cashflow.asp virtual business component  1

holdings.asp virtual business component  1

ModelValueByClass.asp virtual business component  1

ModelValueBySector.asp virtual business component  1

Performance.asp virtual business component  1

activities

about and defined  1

activities plan for loan requests, about setting up  1

business scenarios, institutional finance  1

business scenarios, retail finance  1

call lists, creating  1

closing activities, adding  1

company coverage team activities, viewing  1

coworkers, assigning activities to  1

customers, making appointments with  1

group pension plan, creating activity associated with  1

literature fulfillment, providing by email  1

My To Do List, managing  1

viewing aggregated activities for a company  1

activity

activity plan, creating for a deal  1

new activity, creating and assigning a deal team member  1

Actuate reports, table of  1

address

company address, changing  1

company address, changing by service request  1

customer address, changing  1

customer address, changing by service request  1

Aggregated Holdings view

testing using holdings.asp  1

applets

Command Center applet, configuring example  1

Command Center applet, defining actions  1

Command Line applet, creating global commands for  1

read and write, or write-only, about establishing  1

applicant information, adding  1

application information, managing

applicant and guarantor information, adding  1

closing requirement, reviewing  1

collateral information, adding  1

consumer detail information, adding  1

disclosure information, capturing  1

documentation, managing using subviews  1

product detail information, adding  1

reference information, adding  1

types of applicant information  1

updated statement, creating  1

application view navigation

See Setting Up Application View Navigation

applications

7.7 seed data, confirming  1

applicant and guarantor information, adding  1

application information, types of  1

application process, about  1

application workflow, purpose of setting up  1

application workflow, setting up  1

application, creating  1

Applications view, accessing from the Companies screen  1

Applications view, accessing from the Contacts screen  1

assessing applications, methods to  1

assigned applications, viewing  1

associating company applications with a company  1

Auto Application workflow, deactivating  1

Auto Application workflow, routing actions to  1

Auto Application, about  1

Auto Application, screens available from  1

Auto Application, using to create an application  1

Auto Application, verifying runtime event data  1

business scenario, administrator creates a new product  1

business scenario, branch agent assists a customer opening a new account  1

business services information, adding  1

closing activities, adding  1

closing requirements, reviewing  1

collateral information, adding  1

consumer detail information, adding  1

coworkers, assigning applications to  1

decisions, viewing  1

disclosure information, capturing  1

documentation, managing using subviews  1

Next button, about using to complete applications  1

notes, creating about applications  1

outstanding trailing documents, viewing  1

processing application tasks, list of  1

product detail information, adding  1

reference information, adding  1

regulation C compliance information, entering  1

report information, entering  1

sales method creation and modification, about  1

small business details, adding  1

small business loan applications, customer information needed  1

small business loan features and terms, recording  1

trailing documents, adding  1

updated statement, creating  1

Applications Administration Guide

about setup tasks information  1

Applications view

Companies screen, accessing from  1

Contacts screen, accessing from  1

appointments

making appointments with customers  1

approval levels

commercial loans, setting up for  1

loan request, associating with  1

approval stage

approving or declining  1

assessment templates

about setting up  1

assessments

company assessments, about creating  1

company assessments, performing  1

Assignment Manager

about using to resolve coverage team problems  1

Assignment Statements, fine tuning

about  1

Cache flag, about  1

Light Parser flag, about  1

attachment

deal, creating for  1

attachments

associating with call reports  1

Audit Trail

using Show Audit Trail button  1

authorized user

adding to financial account  1

Auto Application

7.7 seed data, confirming  1

about  1

application, using to create  1

Auto Application workflow, routing actions to  1

deactivating Auto Application workflow  1

runtime event data, verifying  1

screens available from  1

automating approval processing

about  1

approval items and stages, defining  1

FINS Approval Item Service, invoking from a workflow  1

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B

beneficiary information

recording for participant  1

billing

entering billing information group pensions  1

bond records

about creating and modifying  1

borrower

borrower details, adding to a loan request  1

policy exceptions, creating at borrower level  1

BRP

See Creating and Managing Business Rule Processes

business components

cashflow.asp virtual business component  1

holdings.asp virtual business component  1

ModelValueByClass.asp virtual business component  1

ModelValueBySector.asp virtual business component  1

Performance.asp virtual business component  1

Business Rule Process

procedure, defining  1

procedure, defining a step  1

procedures, about defining  1

Business Rule Processor

about  1

business rule process, creating  1

creating and managing, about  1

existing process, revising  1

process of defining  1

process, activating  1

process, exporting  1

process, importing  1

properties, defining  1

property types. about  1

property, defining  1

Business Rules Process

errors, recovering from within process  1

errors, throwing errors within  1

FINS CAP Buscomp Data Loader Business Service  1

FINS CAP Buscomp Handler Business Service  1

helper business services, about using  1

Business Rules Processor

debug messages, logging  1

invoking using eScript  1

invoking, about  1

business services

about  1

active business objects, use of  1

approval items and stages, defining  1

approval stage, approving or declining  1

Assignment Statements, fine tuning  1

automating approval processing  1

Business Rule Process procedure, defining  1

Business Rule Process procedure, defining a step  1

Business Rule Process procedures, defining  1

Business Rule Processor debug messages, logging  1

Business Rule Processor property types  1

Business Rule Processor property, defining  1

Business Rule Processor, about  1

Business Rule Processor, about creating and managing  1

Business Rule Processor, activating a process  1

Business Rule Processor, creating  1

Business Rule Processor, defining properties  1

Business Rule Processor, exporting a process  1

Business Rule Processor, importing a process  1

Business Rule Processor, invoking using eScript  1

Business Rule Processor, process of defining  1

Business Rule Processor, revising an existing process  1

Business Rules Process, about using helper business services  1

Business Rules Process, recovering from errors  1

Business Rules Process, throwing errors within  1

Business Rules Processor, invoking  1

Cache flag, about  1

calculation details, specifying  1

calculation expressions in Data Transfer Utilities  1

Calculation Manager, about and examples  1

Calculation Manager, invoking  1

calculation rule set. specifying  1

Customer Authentication Manager  1

Customer Authentication Manager, invoking  1

customer authentication rules, creating  1

customer authentication templates, creating  1

Customer Expectation Manager rules, defining  1

Customer Expectation Manager, invoking  1

Customer Expectations Manager  1

data map component advanced options  1

data map components  1

data map fields  1

data map objects  1

data maps, about  1

Data Transfer method  1

Data Transfer Utilities, about  1

Data Validation Manager, about  1

disclosure documents, activating workflows used to display  1

disclosure history, viewing associated with contacts  1

disclosure processing, automating display  1

Disclosure UI Service, about invoking from workflow  1

disclosure workflow processes (table)  1

disclosures, associating with a product  1

dynamic applet, creating with Dynamic UI business service example  1

dynamic applet, displaying in a workflow  1

dynamic enabling of commands  1

Dynamic UI business service, about  1

Dynamic UI Service methods  1

embedded script for mortgage calculation example  1

event-based commands, configuring  1

existing disclosure, revising  1

FINS Application View Navigation Service  1

FINS Application View Navigation Service example  1

FINS Application View Navigation Service, administering  1

FINS Application View Navigation Service, behaviors  1

FINS Application View Navigation Service, methods  1

FINS Application View Navigation Service, upgrade note  1

FINS Approval Item Service, invoking from a workflow  1

FINS CAP Buscomp Data Loader Business Service  1

FINS CAP Buscomp Handler Business Service  1

FINS SmartScript Output Service methods  1

FINS Web Shopping Service methods  1

Free Format Converter  1

invocation context  1

Light Parser flag, about  1

named parameters, using in Data Transfer Utilities  1

Record Group templates, creating  1

record templates, creating  1

recursive invocation  1

requirement templates, creating  1

Requirements Manager  1

Requirements Manager key features  1

Requirements Manager, about invoking  1

Requirements Manager, administration steps  1

Requirements Manager, example of using for Record Group templates  1

Requirements Manager, invoking  1

SmartScript, about invoking from a workflow  1

SmartScript, integrating with workflow example  1

Template Definition view, adding views and applets  1

variables, specifying  1

VBC cache and Instance Manager  1

view template, about creating for dynamic applets  1

well-positioned buscomps  1

what is a business service  1

business services information, adding  1

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C

C compliance information, entering  1

Cache flag, about  1

Calculation Expectations Manager

about  1

invoking  1

rules, defining  1

calculation expressions

about  1

curley bracket pair {field}  1

named parameters  1

Calculation Manager

about and examples  1

calculation details, specifying  1

calculation rule set, specifying  1

embedded script for mortgage calculation example  1

invoking  1

variables, specifying  1

calculator

using the mortgage calculator  1

call lists

account criteria, creating based on  1

contacts in a targeted call list, modifying  1

contacts, searching for with particular interests  1

creating  1

generation, configuring  1

holdings information, entering  1

interest based on a holding, recording  1

interest, recording  1

interest-based call lists, about creating  1

targeted call list, about creating and using  1

targeted call list, using  1

call report email templates

viewing or changing  1

call reports

action items, notes, and attachments, associating with  1

business scenario  1

call report charts, viewing  1

call report distribution list, creating  1

call report email templates, viewing or changing  1

call report privacy flag, setting  1

call report, adding  1

Data Transfer Utility, about using  1

defined and about  1

emailing and printing  1

New Call Report Workflow, activating  1

Cash flow view

testing using cashflow.asp  1

categories

creating contact information for  1

security categories, adding  1

charts

viewing access exceptions by type  1

Class Allocation view

testing using ModelValueByClass.asp  1

ClearCache method, about  1

client interests

holdings information, entering  1

interest based on a holding, recording  1

interest, recording  1

tracking, process of and creating interest-based call lists  1

closing activities, adding  1

closing requirements, reviewing  1

Collapse button

Edit Layout view  1

summary view control, about  1

collateral

collateral information, adding  1

loan facilities, adding to  1

command center

about and interface types  1

configuration and administration, about  1

Command Center Action form

Command Center Action applet, configuring example  1

Command Center action, selecting responsibilities  1

Command Center applet, defining actions  1

Command Center business object, defining  1

process of configuring appearance and functions  1

Command Center applet

configuring example  1

defining actions  1

Command Center business object

defining  1

Command Line applet

creating for global commands  1

commands

dynamic enabling, about  1

event-based commands, configuring  1

Mock Event Sink mode  1

Srf mode  1

toolbar buttons, defining  1

commercial loan

managing, about  1

commercial loans

activities plan, about setting up  1

approval level, associating with a loan request  1

approval levels, setting up  1

assessment templates, about setting up  1

borrower details, adding to a loan request  1

business scenario, administrator sets up approval stages and underwriting standards  1

business scenario, credit administrator set up capital facility  1

business scenario, credit committee officer reviews loan request  1

business scenario, loan officer creates new load request  1

collateral, adding to loan facilities  1

commercial loan request, creating  1

commercial loan underwriting standard, setting up  1

credit decisions, entering  1

credit issue for loan request, creating or modifying  1

documentation templates, about setting up  1

existing covenants, copying to another facility  1

facilities, associating with financial account  1

facility, adding covenants  1

facility, adding guarantors  1

facility, creating and associating a borrower  1

facility, setting pricing and fees  1

facility, syndicating  1

group exposure, reviewing  1

loan request workflows, activating  1

loan request, assigning  1

policy exceptions, creating  1

portfolio types, setting up  1

scenarios  1

underwriting standard, reviewing  1

companies

about  1 ,  2

aggregated activities viewing for a company  1

aggregated coverage team, viewing  1

aggregated list of contacts, viewing  1

aggregated opportunities, viewing  1

business scenario, investment banker and research analyst analyze research literature  1

business scenario, sales representative tracks company information  1

company applications, associating with a company  1

company assessments, about creating  1

company assessments, performing  1

company coverage team, adding a member  1

company coverage teams, about managing  1

company hierarchies, about  1

company hierarchies, default  1

company hierarchies, viewing in roll-up views  1

company information, making unavailable to users  1

company or investor, adding  1

company summaries, viewing  1

competitor designation, changing  1

competitor, indicating a company is a competitor  1

coverage team members, about verifying  1

coverage team members, adding or deleting  1

coverage team members, search for a company without  1

custom-defined relationship type, about managing  1

custom-defined relationship type, adding  1

custom-defined relationship, creating  1

data aggregation, about generating company hierarchies for  1

default company hierarchy, generating  1

dynamic company hierarchy, creating  1

industry, adding  1

parent-subsidiary relationship, establishing  1

primary coverage team members, changing  1

profiles, updating  1

service requests, adding associated with a company  1

territory, adding  1

values, about setting up  1

Companies screen

accessing from Applications view  1

company

address or name, changing  1

address or name, changing by service request  1

general needs analysis, performing  1

company coverage team

viewing activities  1

company hierarchies

aggregated activities, viewing for a company  1

aggregated coverage team, viewing  1

aggregated list of contacts, viewing  1

aggregated opportunities, viewing  1

data aggregation, generating for  1

default company hierarchies  1

default company hierarchy, generating  1

dynamic company hierarchy, creating  1

roll-up view, viewing in  1

company relationship hierarchies

custom-defined relationship, creating  1

viewing  1

company summaries, viewing  1

competitor

company, indicating as a competitor  1

designation, changing competitor designation  1

complaint, recording  1

compliance information

entering C compliance information  1

conditions

defining for a product  1

consumer detail information, adding  1

contacts

access level, setting  1

adding  1

business scenario, private banker prepares for sales call  1

business scenario, sales representative adds a new contact  1

categories, creating for contact information  1

company, associating a contact with a company  1

contact access level  1

contact profitability, reviewing  1

contact relationship hierarchies, viewing  1

contact summary, viewing  1

contact's holding, updating or reviewing  1

contact's investment profile, updating or reviewing  1

customer assessments, about creating  1

customer assessments, creating  1

customer value stars. adjusting  1

defined  1

disclosure history, viewing associated with contacts  1

financial plans, creating  1

general needs analysis, performing  1

group pension plan contacts, recording  1

household, adding to a  1

households, associating with  1

investment needs analyses, performing for  1

literature distribution, adding contact to  1

managing contact information, about  1

modifying in a targeted call list  1

mortgage calculator, using  1

mortgage needs analyses, performing for a contact  1

mortgage prequalification, performing  1

mortgage product for which a customer qualifies, recommending  1

mortgage product recommendations, about making  1

mortgages, managing  1

notes, creating about contacts  1

particular interests, searching for  1

referral, creating to a contact  1

referral, entering a referral received from a contact  1

relationship between contacts, defining  1

securities interest, entering for contacts  1

transaction history, viewing  1

Contacts screen

Applications view, accessing from  1

service requests, using to create  1

covenants

existing covenants, copying to another facility  1

facilities, adding to  1

coverage teams

activities, viewing company coverage team activities  1

company coverage team, adding a member  1

company coverage teams, about managing  1

coworkers

activities, assigning coworkers to  1

applications, assigning coworkers to  1

Create Statements button, using  1

credit committee officer

assigning loan request  1

credit decisions

entering for commercial loans  1

credit issue

creating or modifying for commercial loan request  1

customer assessments

creating  1

creating, about  1

customer value stars, adjusting  1

Customer Authentication Manager

about  1

customer authentication rules, creating  1

customer authentication templates, creating  1

invoking  1

customer value stars, adjusting  1

customers

address or name, changing  1

address or personal information, changing by service request  1

making appointments with customers  1

new customer complaint, recording  1

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D

data aggregation

company hierarchies, default  1

company hierarchies, generating for data aggregation  1

default company hierarchy, generating  1

dynamic company hierarchy, creating  1

data field

determining which to display  1

Data Transfer method

arguments and descriptions  1

FAFireEventxx method  1

GetActiveViewProp method  1

QueueMethod  1

TryMockMethod  1

Data Transfer Utilities

about  1

about using  1

active business objects  1

calculation expressions in DTU, about  1

data map component advanced options  1

data map components  1

data map fields  1

data map objects  1

data maps, about  1

Data Transfer method  1

invocation context  1

named parameters, using in DTU  1

recursive invocation  1

well-positioned buscomps  1

Data Validation Manager

about  1

data, confirming 7.7 seed data  1

database

setting up test ASP and local test database  1

deal managing

about  1

deal management capabilities  1

deal, creating a new activity plan  1

deals, securing  1

new activity, creating and assigning a deal team member  1

new attachment, creating for a deal  1

primary deal team member, changing  1

deleting

company information, making unavailable to users  1

coverage team members  1

opportunities, if unsure whether opportunity is active  1

disclosure documents

automating display, about  1

contacts, viewing disclosure history  1

Disclosure UI Service, invoking from workflow  1

disclosure workflow processes (table)  1

disclosures, associating with a product  1

existing disclosure, revising  1

workflows, activating used to display disclosure documents  1

disclosure information, capturing  1

Disclosure UI Service

invoking from a workflow  1

distribution exceptions

access workflows, activating  1

activating access workflows, about  1

distribution list

about creating  1

documentation

documentation template, about setting up  1

documents, managing using subviews  1

literature document, associating with a security  1

outstanding trailing documents, viewing  1

trailing documents, adding  1

dynamic applets

See Dynamic UI Business Service

dynamic company hierarchy, creating  1

Dynamic UI business service

about  1

dynamic applet, creating with Dynamic UI business service example  1

dynamic applet, displaying in a workflow  1

Dynamic UI Service methods  1

Template Definition view, adding views and applets  1

view template, about creating for dynamic applets  1

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E

Edit Layout view

about using and buttons  1

email templates

viewing or changing call report email templates  1

emailing

call reports  1

literature fulfillment, providing by email  1

enrolling

new participants in group pension plan  1

Enterprise Integration Manager (EIA)

about using to import market data  1

errors

Business Rules Process, throwing errors within  1

recovering from errors within a Business Rules Process  1

event-based commands

configuring  1

exceptions

creating policy exceptions  1

exchange

adding security exchange  1

Expand button

Edit Layout view  1

summary view control, about  1

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F

facilities

collateral, adding to loan facilities  1

covenants, adding to facilities  1

existing covenants, copying to another facility  1

financial accounts, associating with  1

guarantors, adding to loan facilities  1

new facility, creating and associating a borrower  1

policy exceptions, creating a facility level  1

pricing and fees, setting  1

syndicating a facility  1

FAFireEventxxx method  1

features, new  1

fees, defining for a product  1

fields

determining which data fields to display  1

financial accounts

account analysis, viewing  1

account categories and account types, about establishing  1

account holdings, comparing against a portfolio model  1

administrator procedures, understanding concepts  1

aggregated holdings, viewing for a financial account  1

business scenario, call center agent  1

business scenario, relationship manager  1

business scenario, wealth management/brokerage relationship manager  1

call list, creating based on account criteria  1

expected future cash flows, viewing for selected accounts  1

facilities, associating with  1

financial account, adding  1

financial accounts, reviewing  1

holdings information, associating with a financial account  1

household financial accounts virtual business components, about setting up  1

new authorized user, adding to a financial account  1

selected account holdings, viewing by sector  1

selected accounts' past performance, viewing  1

selecting associated with a household  1

service request, creating using the GO button  1

test ASP and local test database, setting up  1

trades, placing  1

virtual business component testing  1

virtual business component user properties, configuring  1

financial needs analysis

See About Managing Financial Needs Analysis

financial plans, creating  1

FINS Application View Navigation Service

about  1

administering  1

business service behaviors  1

business service methods  1

example  1

upgrade note  1

FINS Approval Item Service

business service step, configuring  1

start step, configuring  1

workflow, about invoking  1

FINS CAP Buscomp Data Loader Business Service

about  1

ClearCache method, about  1

LoadData method example using field [n]  1

LoadData method example using Key and Value fields  1

LoadData method, about  1

FINS CAP Buscomp Handler Business Service

about  1

GetFieldValue method, about  1

InsertRecord method, about  1

NextRecord method, about  1

query method, about  1

SetFieldValue method, about  1

FINS EAI Free Format Converter

about  1

methods  1

user properties  1

FINS SmartScript Output Service methods  1

FINS Web Shopping Service methods  1

Free Format Converter

about  1

methods  1

user properties  1

funds

group pension plan, viewing available within plan  1

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G

GetActiveViewProp method  1

GetFieldValue method, about  1

global commands

creating for the Command Line applet  1

GO button

using to create service requests  1

grievances, recording  1

group exposure, reviewing  1

group pensions

activity, creating associating with a plan  1

administering group pension plans, list of tasks  1

billing information, entering  1

business scenario  1

eligible plan members, adding  1

funding vehicles, defining for a group pension product  1

funds and investments available within plan, viewing  1

group pension plan contacts, recording  1

group pension plan, defining  1

group pension plans, process of defining  1

group pension product, defining  1

managing, about  1

new participants, enrolling in plan  1

note, creating associated with a plan  1

participant beneficiary information, recording  1

participant classes, defining for plan participants  1

plan rules, specifying  1

service request, creating associated with plan  1

tasks, samples performed when managing group pensions (diagram)  1

guarantors

guarantor information, adding  1

loan facilities, adding to  1

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H

Hide button

Edit Layout view  1

summary view control, about  1

holdings

about  1

business scenario  1

call list generation, configuring  1

clients' interests, process of tracking  1

contacts in a targeted call list, modifying  1

contacts, searching for with particular interests  1

holdings information, associating with a financial account  1

holdings information, entering  1

industry values. defining  1

interest based on a holding, recording  1

interest, recording  1

list of holdings displayed by investor  1

literature document, associating with a security  1

mutual fund information, editing  1

new securities record, adding  1

product class, adding for a security  1

product lines. defining  1

securities lists of values, setting up  1

securities, process of administering  1

security categories, adding  1

security exchange, adding  1

stock, bond. mutual fund records, about creating and modifying  1

targeted call list, about creating and using  1

targeted call list, using  1

holdings.asp  1

host applications

about integrating data with  1

households

account holding, comparing against a portfolio model  1

business scenario  1

contact, adding to a household  1

contacts, associating with households  1

defined  1

expected future cash flows, viewing for selected accounts  1

financial account, selecting associating with a household  1

financial account, viewing aggregated holding for  1

financial accounts virtual business components, about setting up  1

household portfolios, about viewing and evaluating  1

household summary, viewing  1

privacy option, setting  1

relationship hierarchy, about viewing  1

selected account holdings, viewing by sector  1

selected accounts' past performance, viewing  1

test ASP and local test database, setting up  1

virtual business component testing  1

virtual business component user properties, configuring  1

Households financial accounts

cashflow.asp virtual business component  1

holdings.asp virtual business component  1

ModelValueByClass.asp virtual business component  1

ModelValueBySector.asp virtual business component  1

Performance.asp virtual business component  1

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I

industry values, defining  1

information

changing personal information by service request  1

InsertRecord method, about  1

Instance Manager, and VBC Cache

about  1

caching VBC configuration  1

components  1

features and limitations  1

purging the VBC cache  1

stages of caching process  1

interests

about  1

business scenario  1

call list generation, configuring  1

clients' interests, process of tracking  1

contacts in a targeted call list, modifying  1

contacts, searching for with particular interests  1

holdings information, entering  1

industry values, defining  1

interest based on a holding, recording  1

interest, recording  1

literature document, associating with a security  1

mutual fund information, editing  1

product class, adding for a security  1

product lines, defining  1

securities lists of values, setting up  1

securities record, adding  1

securities, process of administering  1

security categories, adding  1

security exchange, adding  1

stock, bond. mutual fund records, about creating and modifying  1

targeted call list, about creating and using  1

targeted call list, using  1

investment objectives

creating  1

creating and the portfolio mix  1

portfolio mix administration, performing  1

investment profile

updating or reviewing a contact's investment profile  1

investments

viewing available within group pension plan  1

investors

about  1 ,  2

investor, adding  1

list of holdings, displaying by investor  1

list of transactions, displayed by investor  1

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L

Light Parser flag, about  1

List of Values

about configuring  1

lists

access exceptions associated with a list, viewing  1

access level, setting (end-user procedure)  1

list, setting access level (administrator procedure)  1

literature and lists, about setting access levels  1

literature

access exceptions business scenario  1

access exceptions by type, viewing  1

access exceptions, about  1

access exceptions, adding  1

access exceptions, viewing associated with  1

access workflows, activating  1

contact, distributing to  1

contact's access level, setting  1

distribution exceptions, about activating access workflows  1

existing piece of literature, setting access level  1

literature and lists, about setting access levels  1

literature fulfillment, providing by email  1

security, associating with a security  1

LoadData method

about and parameters  1

ClearCache method, about  1

example using field [n]  1

example using Key and Values fields  1

loans

activities plan, about setting up  1

approval level, associating with a loan request  1

assessing applications, methods to  1

assessment templates, about setting up  1

assigned applications, viewing  1

borrower details, adding to a loan request  1

business scenario, administrator sets up approval stages and underwriting standards  1

business scenario, credit administrator set up capital facility  1

business scenario, credit committee officer reviews loan request  1

business scenario, loan officer creates new load request  1

business services information, adding  1

closing activities, adding  1

collateral, adding to loan facilities  1

commercial loan approval levels, setting up  1

commercial loan request scenarios  1

commercial loan request, creating  1

commercial loan requests, assigning  1

commercial loan underwriting standard, setting up  1

covenants, adding to facilities  1

credit decisions, entering  1

credit issue for loan request, creating or modifying  1

customer information needed for small business loans  1

decisions, viewing on applications  1

documentation template, about setting up  1

existing covenants, copying to another facility  1

facilities, associating with financial account  1

facility, creating and associating a borrower  1

facility, setting pricing and fees  1

facility, syndicating  1

group exposure, reviewing  1

guarantors, adding to loan facilities  1

loan request workflows, activating  1

notes, creating about applications  1

outstanding trailing documents, viewing  1

policy exceptions, creating  1

portfolio types, setting up for commercial loans  1

processing application tasks, list of  1

regulation C compliance information, entering  1

report information entering  1

small business details, adding  1

small business loan features and terms, recording  1

trailing documents, adding  1

underwriting standard, reviewing  1

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M

Mobile Web Client

about performing administrative functions on local db  1

Mock Event Sink mode  1

ModelValueByClass.asp  1

ModelValueBySector.asp  1

mortgages, managing

about  1

mortgage calculator, using  1

mortgage needs analyses, performing for a contact  1

mortgage prequalification, performing  1

mortgage product for which a customer qualifies, recommending  1

mortgage product recommendations, about making  1

Move down button

Edit Layout view  1

Move up button

Edit Layout view  1

mutual fund records

creating and modifying, about  1

mutual fund information, editing  1

My To Do List

managing  1

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N

name

company name, changing  1

company name, changing by service request  1

customer name, changing  1

needs analysis

about  1

business scenario, administrator  1

business scenario, call center agent  1

company or contact, performing general needs analysis  1

contacts, performing investment needs for  1

investment objective and portfolio mix, about creating  1

investment objective, creating  1

needs analysis by product type  1

needs analysis script creation, about  1

portfolio mix administration, performing  1

questions and score, associating with products  1

recommendations, generating from needs analysis  1

recommended product, selected using the Apply field  1

script problems with a product score, correcting  1

New Call Report Workflow

activating  1

Data Transfer Utility, about using to modify  1

new features  1

Next button

applications, about using to complete  1

customer loan information, using to enter information  1

processing applications, using to  1

NextRecord method, about  1

notes

applications, creating about applications  1

call reports, associating with  1

creating about contacts  1

group pension plan, creating associated with plan  1

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O

opportunities

applications, creating from  1

business scenario, investment banker creates IPO deal  1

business scenario, sales representative creates new opportunity  1

deal management capabilities  1

deal, creating a new activity plan  1

deals, securing  1

defined  1

deleting if unsure whether opportunity is active  1

managing deals, about  1

new activity, creating and assigning a deal team member  1

new attachment, creating for a deal  1

opportunity details, adding  1

opportunity, adding  1

primary deal team member, changing  1

primary sales team member, changing  1

sales team, adding or deleting members  1

securing an opportunity  1

outstanding trailing documents

viewing  1

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P

parent-subsidiary relationship

establishing  1

pensions

See Scenario for Creating a Company 401(k) Plan

Performance view

testing using Performance.asp  1

personal information

changing by service request  1

policies

creating policy exceptions  1

portfolio

account holding, comparing against  1

household portfolios, about viewing and evaluating  1

investment objective, creating  1

investment objectives, creating and the portfolio mix  1

portfolio mix administration, performing  1

portfolio types, setting up for commercial loans  1

pricing

about  1

business scenario, administrator defines new products  1

business scenario, customer service representative views product information  1

fees and conditions, defining for a product  1

new product line, creating  1

product information, using  1

product, creating  1

rate for a product, setting  1

scenarios, about  1

printing

call reports  1

privacy flags

setting the call report privacy flag  1

privacy option, setting  1

processing applications

accessing applications, methods to  1

assigned applications, viewing  1

closing activities, adding  1

decisions, viewing on applications  1

notes, creating about applications  1

outstanding trailing documents, viewing  1

regulation C compliance information, entering  1

report information, entering  1

tasks, list of  1

trailing documents, adding  1

product type

applets, establishing as read and write, or read-only  1

data fields, determining which to display  1

setting up, about  1

products

about  1

business scenario, administrator defines new products  1

business scenario, customer service representative views product information  1

fees and conditions, defining for a product  1

needs analysis by product type  1

new product line, creating  1

product class, adding for a security  1

product detail information, adding  1

product information, using  1

product lines, setting up  1

product, creating  1

questions and scores, associating with  1

rate, setting  1

recommended product, selecting using the Apply field  1

scenarios, about  1

script problem with a product score, correcting  1

profiles

updating company profiles  1

profiles investment profile

updating or reviewing a contacts's investment profile  1

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Q

questions

associating with products  1

QueueMethod  1

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R

rates

setting for a product  1

recommendations

needs analysis, generating from  1

product, selecting using the Apply field  1

Record Group templates

creating  1

Requirements Manager, example of using for Record Group templates  1

record templates, creating  1

reference information, adding  1

referral information

contact profitability, reviewing  1

referral, creating to a contact  1

referral, entering a referral received from a contact  1

regulation

entering C compliance information  1

relationship hierarchy

contact, about viewing  1

contacts, defining a relationship between contacts  1

household relationship hierarchy, about viewing  1

relationship types, custom defined

managing, about  1

managing, adding  1

reports

information, entering  1

table of  1

requirement templates, creating  1

Requirements Manager

about and scenarios  1

administration steps  1

example of using for Record Group templates  1

invoking Requirements Manager  1

invoking, about  1

key features  1

Record Group templates, creating  1

record templates, creating  1

requirement templates, creating  1

roll-up views

aggregated activities, viewing for a company  1

aggregated coverage team, viewing  1

aggregated opportunities, viewing  1

company hierarchies, viewing in  1

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S

sales methods

creation and modification  1

sales team members

new activity, creating and assigning a deal team member  1

opportunity, adding or deleting members  1

primary deal team member, changing  1

primary sales team member, changing for an opportunity  1

scores

associating with products  1

script problem with a product score  1

script

correcting script problem with a product score, correcting  1

searching

contacts with particular interests  1

Sector Allocation view

testing using ModelValueBySector.asp  1

securities

clients' interests, process of tracking and creating interest-based call lists  1

holdings information, entering  1

interest based on a holding, recording  1

interest, recording  1

lists of values, setting up  1

literature document, associating with a security  1

mutual fund information, editing  1

new securities record, adding  1

process of administering  1

product class, adding for a security  1

product lines, setting up  1

security categories, adding  1

security exchange, adding  1

stock, bond. mutual fund records, about creating and modifying  1

securities interest

entering for contacts  1

seed data

confirming 7.7 seed data  1

service requests

about and defined  1

account services view items table  1

account services, requesting using a service request  1

adding associated with company  1

business scenario, application administrator changes a company name  1

business scenario, call center agent creates a service request  1

business scenario, relationship manager creates a service request  1

company address or name, changing  1

company address or name, changing by service request  1

creating service requests  1

creating, ways to create service requests  1

customer address or name, changing  1

customer address or personal information, changing by service request  1

GO button, using to create  1

group pension plan, creating associating with  1

new customer complaint, recording  1

SetFieldValue method

about  1

Show Audit Trail button

using  1

Show button

Edit Layout view  1

Siebel Calculation Expectations Manager

about  1

Siebel Calculation Manager

See Using the Calculation Manager

small business loan applications

business services information, adding  1

customer information needed  1

features and terms, recording  1

small business details, adding  1

SmartScript

FINS SmartScript Output Service methods  1

FINS Web Shopping Service methods  1

integrating with workflow example  1

workflow, about invoking from  1

Srf mode  1

statement

creating an updated statement  1

stock records

about creating and modifying  1

summary information

viewing a household summary  1

summary views

configuring, about  1

layout, editing  1

syndicating a facility  1

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T

targeted call lists

contacts in a targeted call list, modifying  1

contacts, searching for with particular interests  1

creating and using, about  1

using  1

team members

coverage team members, about verifying  1

coverage team members, adding or deleting  1

coverage team members, searching for a company without  1

new activity, creating and assigning a deal team member  1

opportunity, adding or deleting members  1

primary coverage team members, changing  1

primary deal team member, changing  1

primary sales team member, changing for an opportunity  1

Template Definition view

adding views and applets  1

templates

assessment templates, about setting up  1

call report email templates, viewing or changing  1

customer authentication templates, creating  1

documentation template, about setting up  1

Dynamic UI Service methods  1

Record Group templates, creating  1

Record Group templates, example of using Requirements Manager for  1

record templates, creating  1

requirement templates, creating  1

Template Definition view, adding views and applets  1

view template, about creating for dynamic applets  1

test database

setting up test ASP and local test database  1

testing

virtual business components  1

To Do items

viewing assigned to end user  1

toolbar buttons, defining  1

trades, placing  1

trailing documents

adding and viewing  1

transaction history

viewing a contact's transaction history  1

transactions

displaying list by investor  1

TryMockMethod  1

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U

underwriting

commercial loan underwriting standard, setting up  1

group exposure, reviewing  1

underwriting standard, reviewing  1

user

adding new authorized user  1

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V

VBC Cache and Instance Manager

about  1

caching VBC configuration  1

components  1

features and limitations  1

purging the VBC cache  1

stages of caching process  1

view template

dynamic applets, about creating for  1

Dynamic UI Service methods  1

Template Definition view, adding views and applets  1

virtual business components

cashflow.asp  1

holdings.asp  1

ModelValueByClass.asp  1

ModelValueBySector.asp  1

Performance.asp  1

setting up, about  1

test ASP and local test database, setting up  1

testing virtual business components  1

user properties, configuring  1

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W

workflows

access exceptions, about activating  1

access workflows, activating  1

disclosure documents, activating (table)  1

Disclosure UI Service, invoking from a workflow  1

disclosure workflow processes (table)  1

dynamic applets, displaying in a workflow  1

FINS Approval Item Service, invoking from a workflow  1

loan request workflows, activating  1

SmartScript, about invoking from a workflow  1

SmartScript, integrating with workflow example  1

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