Bookshelf Home | Contents | Index | Search | PDF

Siebel eFinance Guide > Group Pensions > End-User Procedures >

Defining a Group Pension Product

---

Before end users create an actual group pension plan, they must first define a group pension product and specify investment options for plan participants.

To define a group pension product

1. Navigate to the Group Pensions screen.
2. From the Show drop-down list, select Group Pensions Product Administration.
3. In the Products list, add a record and complete the necessary fields.
4. In the Product Name field, enter a name for this group pension product.
5. In the Category field, select Pension.

To define funding vehicles for a group pension product

1. Navigate to the Group Pensions screen.
2. From the Show drop-down list, select Group Pensions Product Administration.
3. In the Product list, select a group pension product.
4. In the Funding Vehicles list, add a record and complete the necessary fields.
5. In the Name field, select the funds and investments available on this plan.
6. In the Date Available field, specify the date this plan will become available within the system.

Once users have defined a group pension product and funding vehicles, the next step is to create a group pension plan for an account.

Bookshelf Home | Contents | Index | Search | PDF