Siebel Finance Guide > Business Services for Siebel Financial Services > Automating the Display of Disclosure Documents >
Setting Up Disclosures
To implement disclosure processing, you must associate each disclosure with a product and then (if applicable) with the appropriate document. To associate a disclosure with a product
- Navigate to Site Map > Administration - Product > Disclosure.
- In the Product form, query for the product.
- In the Disclosure list, add a new record and complete the necessary fields.
- To activate a disclosure, select it in the Disclosure list and click Activate.
Clicking Activate changes the Status from In Progress to Active and makes the record read-only.
To revise an existing disclosure
- Navigate to Site Map > Administration - Product > Disclosure.
- In the Product form, query for the product.
- In the Disclosure list, select the disclosure to be revised and click Revise.
Clicking Revise creates a new version of the disclosure and sets its status to In Progress
- Make the appropriate changes to the new disclosure and click Activate.
Clicking Activate changes the Status from In Progress to Active and makes the record read-only. The prior version of the disclosure still appears, but displays a Status of Outdated.
- To associate literature with a disclosure, add a new record in the Literatures list and complete the necessary fields.
For more information on loading literature into Siebel Finance, see the sharing literature discussion in the Applications Administration Guide.
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