Bookshelf Home | Contents | Index | Search | PDF

Siebel eService Administration Guide Addendum for Industry Applications > Administering Siebel eBanking and Siebel eBrokerage >

Accounts Page

---

In Siebel eBanking, the term Accounts refers to financial accounts. Accounts can include asset accounts and liability accounts. Some types of asset accounts include demand deposit (checking), savings and money market, certificates of deposit, and investments, among others. Liability accounts include credit cards and loans.

Financial accounts are customers' instances of financial products. For example, a customer's personal savings account has a unique identifying number and is an instance of a savings account product offered by a financial institution. For information about adding or modifying financial accounts, see Siebel eFinance Guide.

Users can drill down on the Account Number to view additional information about the transaction history. The user can also download account transactions into a spreadsheet application.

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 Accounts Page

Siebel eBanking View	Siebel eBanking Applets	Related Siebel eFinance Screens
Accounts	Summary, Asset, Liabilities	Financial Accounts screen
Accounts	Account Detail Applets	Financial Accounts screen
Accounts	Transaction History Applets	Financial Accounts > Transaction Detail or Investment Transactions

In addition to the tasks described in Siebel eFinance Guide, additional tasks are required for financial accounts to appear in Siebel eBanking. These attributes of the financial account and underlying product should be confirmed:

The financial account's Status field must be set to Open.
Each financial account has an Account Type field. This field is inherited from the Type field on the product associated with the account. The Type field can be viewed in the Product Administration > More Info view. The product's Type must correspond to the filters used in the user interface.
Each financial account must be associated with at least one contact, and a primary contact should be set.
In Siebel eBanking, the Alias field in the FINCORP Account Business Component is used to store the account nickname. A nickname is a name defined by the end user and set in the Siebel eBanking My Profile screen.

Bookshelf Home | Contents | Index | Search | PDF