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

Account Detail Views/Download

Consumers can download account transaction information for any of their accounts to a comma-delimited (CSV) file. This type of file can be opened and viewed using common spreadsheet applications, as shown in Figure 1.

Figure 1.  Example .csv File Opened in a Spreadsheet Application

Click for full size image

Before the Download button can be used, you must activate the FINS eBanking Account Download Outbound workflow.

To activate a workflow

  1. In Siebel eFinance, navigate to the Business Process Administration Screen.
  2. Select the workflow in the Workflow Processes list.
  3. Click Revise to make a new version of the workflow.
  4. Click Activate.

If you want to configure Siebel eBanking so your customers can download account information to other file types, see Adding Account Download File Types.


 Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A 
 Published: 18 April 2003