Siebel Finance Guide > Managing Holdings And Interests >

Setting Up Securities Lists of Values

Before entering new securities into Siebel Finance, you should make sure that all the fields used to define a security are populated with the appropriate terms and classifications used by their organization. The following securities fields need to be set up with the appropriate values:

  • Industry
  • Product Line
  • Product Class
  • Category
  • Exchange

The task is part of Process of Administering Securities.

Siebel Finance Guide