Siebel Finance Guide > Applications >

Processing Applications

Once the application information is captured in Managing Application Information and Creating Small Business Loan Applications and submitted, the processing agent or underwriter may perform any of the tasks described in the following sections to process an application:

• 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

NOTE:  Typically, end users would click the Next button to move between views and process the application. To create an application view navigation, a Siebel administrator would need to create a view navigation for processing an application. For more information on setting up an application view workflow, see Setting Up Application View Navigation.