Siebel Finance Guide > Business Services for Siebel Financial Services > Automating the Display of Disclosure Documents >

Setting Up Disclosures

To implement disclosure processing, you must associate each disclosure with a product and then, if applicable, with the appropriate document.

To associate a disclosure with a product

1. Navigate to the Administration - Product screen > Disclosure view.
2. In the Product form, query for the product.
3. In the Disclosure list, add a new record, and complete the necessary fields.
4. To activate a disclosure, select it in the Disclosure list, and click Activate.

   Clicking Activate, changes the Status from In Progress to Active and makes the record read-only.

To revise an existing disclosure

1. Navigate to the Administration - Product screen > Disclosure view.
2. In the Product form, query for the product.
3. In the Disclosure list, select the disclosure to be revised, and click Revise.

   Clicking Revise creates a new version of the disclosure and sets its status to In Progress.

4. Make the appropriate changes to the new disclosure, and click Activate.

   Clicking Activate, changes the Status from In Progress to Active and makes the record read-only. The prior version of the disclosure still appears, but displays a Status of Outdated.

5. To associate literature with a disclosure, add a new record in the Literatures list, and complete the necessary fields.

For more information on loading literature into Siebel Finance, see the sharing literature discussion in the Applications Administration Guide.