Siebel Finance Guide > Managing Financial Accounts >
Reviewing Financial Accounts (End User)
Aside from being able to execute securities trades in the Trades view, end users typically have read-only access to the Financial Accounts screen; therefore, most end-user tasks involve using the Financial Accounts screen to gather information as opposed to entering data. To review a financial account
- Navigate to the Financial Accounts screen > Financial Account List view.
- In the Financial Accounts list, drill down on the desired account.
- Click a view tab to review specific financial information.
As users review financial accounts, they can create activities for use as a call list. You can base the selection of financial account records on a number of different criteria, such as account holdings and balances. Users can view detailed information on a specific account, which includes minimum balance, statement date, and current changes in the Account Analysis view tab. To view an account analysis
- Navigate to the Financial Accounts screen > Financial Account List view.
- In the Financial Accounts list, drill down on the desired account.
- Click the Account Analysis view tab.
To create a call list based on account criteria
- Navigate to the Financial Accounts screen > Financial Account List view.
- In the Financial Accounts list, drill down on the desired account.
- Click the Activities view tab.
- In the Activities list, add a record, and complete the necessary fields.
Some fields are described in the following table.
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New |
Indicates a new activity. |
Type |
Default value is Other. Select alternate value to categorize the type of activity. |
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