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Siebel eFinance Functionality and Modules
Siebel eFinance Basic Functionality and Modules
Renaming Siebel Account Objects
Integrating Data with Host Applications
Setting Up Type, Area, and Subarea Information
Establishing Applets as Read and Write or Read-Only
Determining Which Data Fields to Display
Sales Representative Creates New Opportunity
Investment Banker Creates IPO Deal
Adding an Opportunity as an Administrator
Configuring Persistent Filters
Creating an Opportunity from an Application
Sales Representative Tracks Company Information
Setting Up Values for Companies
Managing Competitor Information
Verifying Coverage Team Members
Managing the Custom-Defined Relationship Types LOV
Generating Company Hierarchies for Data Aggregation
Viewing Company Hierarchies in Roll-up Views
Creating Assessments for a Company
Associating Applications with a Company
Associating a Service Request with a Company
Managing a Company Coverage Team
Viewing a Company Relationship Hierarchy
Sales Representative Adds a New Contact
Private Banker Prepares for Sales Call
Creating a Customer Value Assessment
Viewing a Contact Relationship Hierarchy
Creating and Using a Book of Clients
Adding a Contact to a Household
Viewing a Household Relationship Hierarchy
Viewing and Evaluating Household Portfolios
Activating the Auto Call Report Workflow
Associating Action Items, Notes, and Attachments
Emailing and Printing a Call Report
Making an Appointment with a Customer
Assigning an Activity to a Coworker
Viewing Company Coverage Team Activities
Providing a Literature Fulfillment by Email
Wealth Management/Brokerage Relationship Manager
Financial Accounts Sample Tasks
Financial Account Administration
Account Categories and Account Types
Setting Up Household Financial Accounts Virtual Business Components
Creating a Service Request Using the GO Button
Call Center Agent Creates a Service Request
Relationship Manager Creates a Service Request
Application Administrator Changes a Company Name
Requesting an Account Service in a Service Request
Changing a Company's Address or Name Information
Changing a Customer's Address or Personal Information
Recording a Customer Appeal or Grievance
Financial Needs Analysis Sample Tasks
Needs Analysis Script Creation
Creating Investment Objectives and the Portfolio Mix
Performing a General Needs Analysis for a Company
Performing a General Needs Analysis for a Contact
Performing an Investment Needs Analysis for a Contact
Generating a Recommendation from a Needs Analysis Session
Administrator Creates a New Product
Branch Agent Assists a Customer Opening a New Account
Setting Up an Application Workflow
Activating the Auto Application Workflow
Sales Method Creation and Modification
Application Form Template Creation
Viewing and Creating Applications
Managing Application Information
Creating a Small Business Loan Application
Administrator Sets Up Approval Stages and Underwriting Standards
Loan Officer Creates New Loan Request
Credit Committee Officer Reviews Loan Request
Credit Administrator Sets Up Capital Facility
Setting Up a Portfolio Type for a Commercial Loan
Associating a Facility with a Financial Account
Creating a Commercial Loan Request
Reviewing an Underwriting Standard
Entering a Credit Decision for a Commercial Loan
Researching Delinquent Accounts
Executing a Collection Campaign
Recording Skip Trace, Legal, and Bankruptcy Information
Administrator Adds a Security to Siebel eFinance
Investment Representative Determines Customer Objectives
Adding Securities Lists of Values
Creating and Modifying Stock, Bond, and Mutual Fund Records
Updating Securities Information
Adding a Business-To-Business Institutional Call List
Adding a Business-To-Consumer Retail Call List
Displaying an Investor Organizational Chart
Displaying a List of Transactions or Holdings by Investor
Administrator Defines New Products
Customer Service Representative Views Product Information
Access Exceptions Sample Tasks
Setting an Access Level for Literature and Lists
Modifying Business Process Administration for Access Exceptions
Setting a Business Process Policy for a Distribution Exception
Viewing an Access Exceptions Chart
Viewing an Access Exception Associated with a Piece of Literature
Viewing an Access Exception Associated with a List
Defining a Group Pension Product
Administering Group Pension Plans
Validation, Approval, and Disclosure Business Services
Customer Purchases Mutual Fund Shares
Siebel eFinance Business Services Sample Tasks
Automating Validation Processing
Automating Approval Processing
Automating the Display of Disclosure Documents
Approving or Declining an Approval Stage
Viewing Disclosures Associated with Contacts
Siebel eFinance Integration Messages
Integrating Siebel eFinance with AMS ACAPS
Configuring an Oracle Connection and ODBC Data Source
Installing and Configuring IBM MQSeries AMI
Understanding and Activating Workflows
Business Service User Properties
Sample ASPs for Household Financial Accounts Virtual Business Components
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Siebel eFinance Guide Published: 20 October 2003 |