Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide > Commercial Loans >
Business Scenario
These scenarios feature sample tasks performed by a financial institution's applications administrator and commercial bankers. Your company may follow different workflows according to its business requirements.
In these scenarios, the applications administrator is responsible for setting up approval stages and underwriting standards. He requires administrative responsibilities to:
- Set up an assessment template and activities plan
- Create a document template
- Set up an approval level
- Define portfolio types and underwriting standards
End users are loan officers and credit administrators. They enter information to:
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide Published: 20 October 2003 |