|
Back to top
Siebel eService Administration Guide Addendum for Industry Applications
Back to top
Introduction
How This Guide Is Organized
Revision History
Back to top
Siebel eBanking and Siebel eBrokerage
About Siebel eBrokerage
Other Differences of Siebel eBanking from Siebel eService
Administrative Tasks for Siebel eBanking or eBrokerage
Purposes of Siebel eBanking and Siebel eBrokerage
Data Display for Siebel eBanking and eBrokerage
Service Requests in Siebel eBanking and eBrokerage
Personalizing Siebel eBanking and eBrokerage
Siebel eBanking and Siebel eBrokerage Pages
Login Page for Siebel eBanking and eBrokerage
Home Page for Siebel eBanking and eBrokerage
Setting the Display Sequence of Financial Accounts
Accounts Page for Siebel eBanking and eBrokerage
Transfers Page for Siebel eBanking and eBrokerage
Transferring Funds
Transfer Money In/Transfer Money Out Views
Bill Pay Page for Siebel eBanking and eBrokerage
Authorizing and Enrolling a Customer's Accounts
Unenrolling a Customer
Determining Whether a Customer is Enrolled
Reviewing Payees and Payments
Customer Service Page for Siebel eBanking and eBrokerage
Relationship Page (Siebel eBrokerage Only)
Adding and Editing Holdings
Adding and Modifying Investment Interests
Trades Page (Siebel eBrokerage Only)
Trade Cancellation
Trade Error Checking
My Profile Screen for Siebel eBanking and eBrokerage
About Account Download in Siebel eBanking and eBrokerage
Adding Account Download File Types
Back to top
Siebel Insurance eService
Siebel Insurance eService User Interface Features
Administrative Tasks for Siebel Insurance eService
Creating Roles for Siebel Insurance eService
Setting Up Provider Search for Siebel Insurance eService
Setting Up Classes and Seminars for Siebel Insurance eService
Setting Up Health Club Discounts
Setting Up Alternative Medicine Search
Setting Up Pharmacy Locator
Setting Up Formulary Search
Setting Up a Link To Drug Interactions Information
Displaying Auto Policy Coverage Comparisons
Setting Up Printable Online Documents for Siebel Insurance eService
Administering Partner and Claim Center Locators
Setting Up Service Provider Search
Customer Tasks in Siebel Insurance eService
Back to top
Siebel eEnrollment for Financial Services
Administrative Tasks for Siebel eEnrollment for Financial Services
Setting Up Provider Search for Siebel eEnrollment for Financial Services
Siebel eEnrollment for Financial Services User Interface Elements
Home Page for Siebel eEnrollment for Financial Services
Enrolling for Insurance Coverage
Designating a Beneficiary
Administering Enrollees
Displaying Providers
Literature Page for Siebel eEnrollment for Financial Services
Back to top
Siebel eCustomer for Financial Services
Home Page for Siebel eCustomer for Financial Services
Back to top
Siebel eService for eAutomotive
Overview of Differences Between Siebel eService and Siebel eService for eAutomotive
Home Page and Global Buttons for Siebel eService for eAutomotive
Dealer Locator
Activating Vehicle Registration Workflows
Inventory Search for Vehicles
The My Account View of Siebel eService for eAutomotive
Vehicle Registration
The My Vehicles View of Siebel eService for eAutomotive
Preventive Maintenance
Visibility of Preventive Maintenance Actions to the Customer
Sharing Preventive Maintenance Documents with Customers
Service Requests in Siebel eService for eAutomotive
Service History
Back to top
Siebel eService for Communications, Media, and Energy
Features Specific to Siebel eService for Communications, Media, and Energy
Differences in the Customer Portal for CME
Differences in Personalization for CME
Back to top
| 
