Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage >

Relationship Page (Siebel eBrokerage Only)


The Relationship page displays a list of user coverages, holdings, interests, and activities. From the Relationship page, users can view their trade history.

Table 8 shows a mapping between the views and applets in the customer application to the related views in Siebel eFinance (the employee application). The view names listed are the display names observed by the end user; they are not the view names found in Siebel Tools.

Table 8.  Mapping Siebel eBrokerage to Siebel eFinance for Relationship Page
Siebel eBrokerage View
Siebel eBrokerage Applets
Related SIebel eFinance Screens

Relationship

Coverage

Companies > Coverage Team Contacts > Coverage Team

Relationship

Holdings

Holdings and Interests > Holdings

Relationship

Interests

Holdings and Interests > Interests

Relationship

Activities

Companies > Activities

Siebel eService Administration Guide Addendum for Industry Applications