Siebel eFinance Guide > Contacts >

Administrator Procedures

The following administrator procedures are described in this section:

Administrators can perform various procedures to review, add, and modify contact information through the Contacts Administration views in the Finance Administration screen.

The Investment Profile view allows administrators to create contacts' profiles, such as overall objectives, financial goals, annual income, liquid net worth, experience, risk assessment, knowledge levels, and income tax bracket.

To update or review a contact's holdings

  1. From the application-level menu, choose View > Site Map > Finance Administration > Contacts.
  2. In the Contacts list, select a contact.
  3. Update the contact's information as needed.
  4. Click the Holdings view tab.

    The Holdings list appears, which includes all of the Contact's financial accounts at your organization.

  5. Select a financial account.
  6. To update a contact's holdings in the selected account, select the holdings record in the Holdings list, and update the information as needed.

To update or review a contact's Investment Profile

  1. From the application-level menu, choose View > Site Map > Finance Administration > Contacts.
  2. In the Contacts list, select a contact.
  3. Update the contact's information as needed.
  4. Click the Investment Profile view tab.
  5. Update the contact's investment profile as needed.

 Siebel eFinance Guide 
 Published: 20 October 2003