Siebel Customer Relationship Console User Guide > Locating Information >
Accounts Session View
Figure 7 shows the Accounts session view. This is a read-only list view that highlights key information about financial accounts for the contact. The Accounts view provides information about:
- Financial products and services held by the customer
- Status of the account
- Current and available balances related to each account
- Account number for authentication purposes
Table 2 shows the information provided on each account.
Table 2. Accounts Fields
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Account # |
The official ID for each account. |
Product |
The official bank product name. |
Type |
The type of account, such as CD, credit card, or loan. |
Current Balance |
The current balance of funds plus any funds deposited but pending posting. |
Available or Outstanding Balance |
The current funds available for use. |
Status |
The current state of the account. |
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