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

The My Profile Screen

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Customers maintain personal profile information by clicking Profile from any page. They can add or modify contact preferences, contact addresses, financial account nicknames, and login password. Default contact preferences include phone numbers, email address, best time to call, and preferred language.

Table 15 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 15.  Mapping Siebel eBanking to Siebel eFinance for My Profiles Screen

Siebel eBanking View	Siebel eBanking Applets	Related Siebel eFinance Screens
User Profile	User Profile	Contacts screen
Address Book	Addresses	Contacts screen
Subscriber Preferences	Subscriber Preferences	Contact screen (note that not all fields are visible in Siebel eFinance)
Account Nicknames	Account Nicknames	No corresponding view exists in Siebel eFinance for this data.
Account Aggregation Sites	Account Aggregation Sites	No corresponding view exists in Siebel eFinance for this data.
Unregister Account Aggregation	Account Aggregation Log Out	No corresponding view exists in Siebel eFinance for this data.

On the My Profile screen, note the following:

Contact preference changes are written directly to the customer's contact record.
Added or modified addresses are logged as service requests of Type = Bank and Area = Customer Address.
Account nicknames appear in account list applets. A financial account's nickname is the Alias field value in the FINCORP Account business component instance for the financial account.

NOTE:  Account nicknames can be provided for customers by initializing the Alias field with the Product name when an account is created. A new account then always displays a name in the Account Nickname field. You can automate this task using Siebel Business Process Designer or Siebel Enterprise Integration Manager.

For information about administering login usernames and passwords, see the section on user access in this guide.

For information about automating data import tasks, see Siebel Enterprise Integration Manager Administration Guide.

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