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

My Profile Screen for Siebel eBanking and eBrokerage

Customers maintain personal profile information by clicking Profile from any page. They can add or modify contact preferences, contact addresses, financial account nicknames, and login password. Default contact preferences include phone numbers, email address, best time to call, and preferred language.

Table 16 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.

On the My Profile screen, note the following:

• Contact preference changes are written directly to the customer's contact record.
• Added or modified addresses are logged as service requests of Type = Bank and Area = Customer Address.
• Account nicknames appear in account list applets. A financial account's nickname is the Alias field value in the FINCORP Account business component instance for the financial account.

NOTE:  Account nicknames can be provided for customers by initializing the Alias field with the Product name when an account is created. A new account then always displays a name in the Account Nickname field. You can automate this task using Siebel Business Process Designer or Siebel Enterprise Integration Manager.

For information about administering login usernames and passwords, see the section on user access in this guide.

For information about automating data import tasks, see Siebel Enterprise Integration Manager Administration Guide.