Siebel Finance Guide > Managing Holdings And Interests >

Process of Administering Securities

This process represents a portion of the tasks carried out in the Scenario for Promoting a Market Opportunity to Targeted List of Clients. This process includes:

  1. Setting Up Securities Lists of Values
  2. Creating and Modifying Stock, Bond, and Mutual Fund Records

Typically, securities information is imported into Siebel Finance using Enterprise Integration Manager (EIM). Your organization can import the data displayed in the Securities views from one or more other systems (such as a trading system).

You can also manually add or edit records of securities using administrative functions described in this section.

For more information about EIM, see Siebel Enterprise Integration Manager Administration Guide.

Siebel Finance Guide