Table 15. Siebel eFinance Reports
Report Name and Description |
|
|
Displays call report details, participating contacts and employees, action items, and notes of a single call report. |
Call Reports > My Call Reports |
|
Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities. |
Call Reports > My Call Reports |
|
FINS Commercial Banking Client Profile Displays the company profile of commercial banking clients including a corporate summary, financial profile, subsidiaries, contacts, and activities. |
|
|
FINS Commercial Deal Pipeline - Close Date Displays the opportunity pipeline of commercial deals, grouped by closed date. |
Opportunities > My Opportunities |
Commercial Pipeline by Close Date |
FINS Commercial Deal Pipeline - Primary Rep Displays the opportunity pipeline of commercial deals, grouped by primary sales representative. |
Opportunities > My Opportunities |
Commercial Pipeline by Primary Rep |
FINS Commercial Deal Pipeline - Sales Cycle Displays the opportunity pipeline of commercial deals, grouped by sales cycle. |
Opportunities > My Opportunities |
Commercial Pipeline by Sales Cycle |
Displays contact profile information such as name, address, date of birth, interests, experience, and activities. |
|
|
FINS Deal Source - Close Date Displays lists of deals grouped by close date, with information such as company, sales cycle and primary sales representatives. |
Opportunities > My Opportunities |
|
FINS Deal Source - Primary Rep Displays lists of deals grouped by primary representatives, with information such as company, sales cycle and close date. |
Opportunities > My Opportunities |
|
FINS Deal Source - Source Displays lists of deals grouped by referral source, with information such as company, sales cycle and primary sales representatives. |
Opportunities > My Opportunities |
|
FINS Deal Source - Source Type Displays lists of deals grouped by referral source type, with information such as company, sales cycle and primary sales representatives. |
Opportunities > My Opportunities |
|
FINS Investment Banking Client Profile Displays the company profile of investment banking clients including a corporate summary, financial profile, stock market data, subsidiaries, contacts, and activities. |
|
|
FINS Investment Deal Pipeline - Primary Rep Displays opportunity pipeline of investment deals, grouped by primary representative. |
Opportunities > My Opportunities |
Investment Pipeline by Primary Rep |
Displays profiles of investors including specialties, industry, vehicles, holdings and transactions. |
|
|
FINS Portfolio Roll-Up - Primary Rep Displays lists of companies and their loans and deposits, grouped by primary representatives. |
|
|
FINS Portfolio Roll-Up - Relationship Displays lists of companies and their loans and deposits, grouped by relationships. |
|
|
FINS Teller Branch Override Transaction Report Displays lists of override transactions at a branch. |
Site Map > Branch Services Administration > My Branches > Transactions view tab |
|
FINS Teller Customer Large Currency Transaction Report Displays lists of large currency transactions at a branch. |
Site Map > Branch Services Administration > My Branches, click the Transactions view tab |
Customer Large Currency Transactions |
FINS cBanking Credit Request Borrower Summary Displays a summary of the credit request, profile of the borrower, and the facility. |
Commercial Loan > My Requests |
Credit Request Borrower Report |
FINS cBanking Credit Request Facility Summary Displays the detail of the credit request facility including collateral, guarantor, and fee. |
Commercial Loan > My Requests |
Credit Request Facility Report |
FINS cBanking Credit Request Summary Displays the detail of the credit request including decisions, key credit issues, and underwriting standard. |
Commercial Loan > My Requests |
|