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Siebel eService Administration Guide Addendum for Industry Applications > Administering Siebel eBanking and Siebel eBrokerage > Accounts Page >
Summary View/Current Balance Summary Applet (FINS eBanking Contact Account Balance Form Applet)
The total asset and liability balance fields are calculated in the following manner.
- The underlying business component queries for all financial accounts where the user is a contact on the financial account (user does not have to be the primary contact for the financial account).
- The business component then sums up the asset and liabilities using the following criteria:
- Asset. All accounts where the associated product category = Asset.
- Liabilities. All accounts where the associated product category = Liability.
NOTE: The calculation is a simple arithmetic addition of all Current Balance fields and assumes that the currency type on all accounts is the same.
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Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A Published: 18 April 2003 |