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Home Page for Siebel eBanking and eBrokerage


After a customer logs in, the home page of Siebel eBanking or Siebel eBrokerage appears with a different set of applets. Customers can review their entire relationship with their financial institution from this single page.

Table 4 shows a mapping between the views and applets in the customer application to the related views in Siebel eFinance (the employee application). The view names listed are the display names observed by the end user; they are not the view names found in Siebel Tools.

Table 4.  Mapping Siebel eBanking to Siebel eFinance for Home Page
Siebel eBanking View
Siebel eBanking Applets
Related Siebel eFinance Screens

Home Page

Salutation

Personalization Administration > Applets Salutation Applet (Siebel eBanking)

Home Page

Special Offers, Announcements

Campaign Administration > Offers and Application Administration > System Preferences

Home Page

Financial Accounts

Financial Accounts Screen

Home Page

Pending Payments

Contacts > Bill Payment > Payments Scheduled

Home Page

Service Requests

Contacts > Service Requests

Home Page

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For information about setup and implementation of Siebel Smart Answer, see Siebel Smart Answer Administration Guide

Siebel eService Administration Guide Addendum for Industry Applications