Siebel Finance Guide

What's New in This Release

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Overview of Siebel Finance

Siebel Finance Functionality and Modules

Siebel Finance Basic Functionality and Modules

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Getting Started with Siebel Finance

About Applications Administration Tasks

Renaming Siebel Account Objects

Integrating Data with Host Applications

Using the Show Audit Trail Button

Configuring Lists of Values

Setting Up Type, Area, and Subarea Information

Establishing Applets as Read and Write or Read-Only

About Displaying Back End/Host System Fields

Configuring Summary Views

About Command Center

Command Center Configuration and Administration

Process of Configuring the Command Center Action Form

Defining the Command Center Business Object

Defining the Command Center Actions

Selecting the Command Center Responsibilities

Example of Configuring the Command Center Action Applet

Creating Global Commands for the Command Line Applet

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Managing Opportunities

About Managing Opportunities

About Deal Management Capability

Scenario for Creating a New Opportunity

Process of Managing Opportunities

Administrator Procedures

End-User Procedures

Adding Opportunities as an Administrator

Managing Opportunities and Team Members

Adding Opportunities in Siebel Finance

Creating Opportunities from Applications

Managing Deals in Siebel Finance

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Managing Companies

About Managing Companies and Accounts

About Company Hierarchies

Scenario for Managing Company Information

Process of Managing Companies

Administrator Procedures

End-User Procedures

Setting Up Values for Companies

Deleting Company Information

Managing Competitor Information

Verifying Coverage Team Members

Managing the Custom-Defined Relationship Types LOV

Generating Company Hierarchies for Data Aggregation

Default Company Hierarchies

Dynamic Company Hierarchies

Adding Companies and Investors (End User)

Updating Company Profiles (End User)

Viewing Company Hierarchies in Roll-Up Views (End User)

Creating Company Assessments (End User)

Adding Company Applications (End User)

Adding Company Service Requests (End User)

Managing Company Coverage Teams (End User)

Viewing Company Summaries (End User)

Viewing Company Relationship Hierarchies (End User)

Displaying Lists of Investor Transactions or Holdings (End User)

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Managing Households

About Managing Households

Scenario for Managing Households

Process of Managing Households

Adding Households

Setting the Household Privacy Option

Associating Contacts with Households

Viewing Household Summaries

Using the Household Relationship Hierarchy

Viewing and Evaluating Household Portfolios

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Managing Contacts

About Managing Contacts

Scenario for Adding a New Contact

Process of Managing Contacts

End-User Procedures

Updating or Reviewing a Contact's Holdings

Updating or Reviewing a Contact's Investment Profile

Managing Contact Information (End User)

Adding Contacts

Creating Categories for Contact Information

Creating Notes About Contacts

Adding Contacts to a Literature Distribution

Contact Access Level

Entering Securities Interest for Contacts

Viewing a Contact's Transaction History

Managing Contact Referral Information

Reviewing Contact Profitability

Creating Customer Assessments (End User)

Setting the Customer Value Icon (End User)

Viewing a Contact Summary (End User)

Viewing Contact Relationship Hierarchies (End User)

Managing Mortgages (End User)

Performing Mortgage Needs Analyses

Making Mortgage Product Recommendations

Performing Mortgage Prequalifications

Using the Mortgage Calculator

Creating Financial Plans (End User)

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Managing Call Reports

About Managing Call Reports

Scenario for Managing Call Reports

Process of Managing Call Reports

Administrator Procedures

End-User Procedures

Viewing Call Report Charts

Activating the New Call Report Workflow

Managing Call Report Templates

Adding Call Reports (End User)

Creating Call Report Distribution Lists (End User)

Associating Action Items, Notes, and Attachments with Call Reports (End User)

Setting the Call Report Privacy Flag (End User)

Emailing and Printing Call Reports (End User)

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Managing Activities

About Managing Activities

Scenarios for Managing Activities

Process of Managing Activities

Making Appointments with Customers

Managing the My To Do List

Assigning Activities to Coworkers

Viewing Company Coverage Team Activities

Creating Call Lists

Providing Literature Fulfillment by Email

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Managing Financial Accounts

About Managing Financial Accounts

Scenarios for Managing Financial Accounts

Process of Managing Financial Accounts

Administrator Procedures

End-User Procedures

Financial Account Administration

Working with Financial Accounts

Setting Up Household Financial Accounts Virtual Business Components

Configuring Virtual Business Components User Properties

Setting Up a Test ASP and Testing the Local Database

Virtual Business Components Testing

Reviewing Financial Accounts (End User)

Creating Service Requests Using the GO Button (End User)

Placing Trades (End User)

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Managing Service Requests

About Managing Service Requests

Scenarios for Managing Service Requests

Process of Managing Service Requests

Administrator Procedures

End-User Procedures

Changing a Company Address or Name

Changing a Customer Address or Name

Creating Service Requests (End User)

Requesting Account Service in Service Requests (End User)

Changing Company Address or Name Information (End User)

Changing Customer Address or Personal Information (End User)

Recording Customer Appeals or Grievances (End User)

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Managing Financial Needs Analyses

About Managing Financial Needs Analysis

Scenarios for Managing Financial Needs Analysis

Administrator Financial Needs Analysis Procedures

End-User Financial Needs Analysis Procedures

Needs Analysis Script Creation

Setting Up Product Scores

Creating Investment Objectives and the Portfolio Mix

Performing General Needs Analysis for Companies or Contacts

Performing Investment Needs Analysis for Contacts

Generating Recommendations from a Needs Analysis Session

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Managing Siebel Finance Applications

About Managing Siebel Finance Applications

Scenario for Managing Siebel Finance Applications

Process of Managing Siebel Finance Applications

Administrator Procedures

End-User Procedures

Setting Up Application View Navigation

Sales Method Creation and Modification

Activity Plans Set Up

Correspondence Set Up

Application Form Template Creation

About Auto Application

Verifying the Run-Time Event Data for Auto Application

Upgrade Notes to Continue Using Customized Version of Auto Application Workflow

Viewing and Creating Applications (End User)

Navigating Applications Using the Next Button

Creating Applications Using the Auto Application Feature

Assigning Applications to Coworkers

Managing Application Information (End User)

Adding Product Detail Information

Adding Applicant and Guarantor Information

Adding Consumer Detail Information

Adding Reference Information

Adding Collateral Information

Reviewing Product Disclosure Information

Reviewing Closing Requirements

Managing Documents

Creating Small Business Loan Applications (End User)

Adding Business Details

Recording Unique Features and Terms

Managing Business Services Information

Processing Applications (End User)

Viewing Assigned Applications

Assessing Applications

Ordering and Viewing Reports

Viewing Decisions on Applications

Capturing Regulation C Compliance Information

Adding Closing Activities

Creating and Modifying Trailing Documents

Creating Notes About Applications

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Managing Commercial Loans

About Managing Commercial Loans

Scenarios for Managing Loan Requests

Process of Managing Commercial Loans

Administrator Procedures

End-User Procedures

Activating Loan Request Workflows

Assessment Templates for Loan Approvals

Activities Plan for Loan Requests

Document Template for Loan Requests

Setting Up Approval Levels

Setting Up Portfolio Types for Commercial Loans

Associating Facilities with Financial Accounts

Creating Commercial Loan Requests (End User)

Setting Up Facilities (End User)

Syndicating Facilities (End User)

Setting Pricing and Fees for Facilities (End User)

Adding Guarantors to Loan Facilities (End User)

Adding Covenants to Facilities (End User)

Adding Collateral to Loan Facilities (End User)

Creating Policy Exceptions (End User)

Reviewing Underwriting Standards for Loan Requests (End User)

Reviewing Group Exposure (End User)

Entering Credit Decisions for Commercial Loans (End User)

Assigning Loan Requests (End User)

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Managing Holdings And Interests

About Managing Holdings and Interests

Scenario for Promoting a Market Opportunity to Targeted List of Clients

Process of Administering Securities

Setting Up Securities Lists of Values

Defining Industry Values

Defining Product Lines

Defining Product Classes

Adding Categories

Creating and Modifying Stock, Bond, and Mutual Fund Records

Process of Tracking Clients' Interests and Creating Interest-Based Call Lists

Entering Interests and Holdings Information

Creating and Using Targeted Call Lists

Configuring Call List Generation

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Managing Products and Pricing

About Managing Products and Pricing

Scenario for Managing Products and Pricing

Process of Managing Products and Pricing

Administrator Procedures

End-User Procedures

Creating New Products

Defining Fees and Rates

Using Product Information (End User)

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Managing Access Exceptions

About Managing Access Exceptions

Scenario for Analyzing Access Exceptions

Administering Access Exceptions

Setting Access Levels for Literature and Lists

Activating Access Workflows for Distribution Exceptions

Using Access Exceptions

Adding Access Exceptions

Setting Access Levels

Viewing Access Exceptions Charts

Viewing Access Exceptions Associated with Literature

Viewing Access Exceptions Associated with a List

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Managing Group Pensions

About Managing Group Pensions

Scenario for Creating a Company 401(k) Plan

Group Pension Sample Tasks

Process of Managing Group Pension Plans

Administrator Procedures

End-User Procedures

Defining Group Pension Products

Defining Group Pension Plans

Administering Group Pension Plans (End User)

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Business Services for Siebel Financial Services

About a Business Service

About Siebel Financial Services Business Services

VBC Cache and Instance Manager

Caching VBC Overview


Stages of the Caching VBC Process

Caching VBC Configuration

Purging the VBC Cache

Free Format Converter

Data Validation Manager

Business Rule Processor

Process of Defining Business Rule Processes

Creating and Managing Business Rule Processes

Defining Properties for a Business Rule Process

About Business Rule Process Property Types

Defining Procedures for a Business Rule Process

Fine-Tuning the Assignment Statement

Handling Business Rules Processor Errors

Throwing Errors Within a Business Rules Process

Recovering From Errors Within a Business Rules Process

Using BRP Helper Business Services

FINS CAP Buscomp Data Loader Business Service

FINS CAP Buscomp Handler Business Service

Invoking the Business Rule Processor

Using eScript to Invoke the Business Rule Processor

Logging Business Rules Processor Debug Messages

Requirements Manager

About Requirements Manager

Administering Requirements Manager

Creating Record Templates

Creating Requirement Templates

Using Requirements Manager

Creating Record Group Templates

Example of Using Requirements Manager for Record Group Templates

Customer Authentication Manager

Creating Customer Authentication Templates

Defining Customer Authentication Rules

Invoking Customer Authentication Manager

Using the Calculation Manager

Specifying Calculation Rules

Example of Using Embedded eScript for Mortgage Calculation

Invoking Calculation Manager

Using the Customer Expectations Manager

Defining Customer Expectation Manager Rules

Invoking Customer Expectations Manager

Using Data Transfer Utilities (DTU)

About Data Maps

Using Named Parameters in DTU

Calculation Expressions in DTU

Data Transfer Utilities Methods

Considerations for Data Transfer Utilities

Configuring Event-based Commands

Dynamic Enabling of Commands

Automating Approval Processing

Defining Approval Items and Approval Stages

Invoking FINS Approval Item Service from a Workflow

Approving or Declining Approval Stages (End User)

Automating the Display of Disclosure Documents

Setting Up Disclosures

Understanding and Activating Disclosure Workflows

Invoking the Disclosure UI Service Business Service

Viewing Disclosures Associated with Contacts (End User)

SmartScript Integration with Workflow

Example of Integrating SmartScript with Workflow

FINS Web Shopping Service Methods

FINS SmartScript Output Service Methods

Dynamic UI Business Service

Example of Creating a Dynamic Applet with the Dynamic UI Business Service

Displaying Dynamic Applets in a Workflow

Creating a View Template for Dynamic Applets

FINS Application View Navigation

Business Service Methods

Business Service Behaviors

Business Service Administration

Example of FINS Application View Navigation

Upgrade Note

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Siebel Finance Reports

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Sample ASPs for Household Financial Accounts Virtual Business Components






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Siebel Finance Guide Copyright © 2006, Oracle. All rights reserved.