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Siebel eFinance Guide > Financial Accounts > Administrator Procedures >

Managing Financial Accounts

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In Siebel eFinance, administrators can add financial accounts from the Financial Accounts screen. In many companies, Siebel eFinance is not an organization's primary system of record for financial accounts. Typically a system administrator will load financial account information from another system into Siebel eFinance. For more information on uploading financial account information into Siebel eFinance, see Siebel Enterprise Integration Manager Administration Guide.

To add a financial account

1. Navigate to the Financial Accounts screen.

   The Financial Accounts view appears.

2. In the Financial Accounts list, add a record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account Status	Specifying Open allows the financial account to appear in Siebel eBanking.
   Account #	User-assigned number.
   Product	Indicates the product associated with the account. This selection populates the Type field.

NOTE:  Business system administrators must determine which views and types of views their users need.

After setting up a financial account, a financial institution must have authorized users—contacts who are authorized to use the account.

CAUTION:  Financial account records must be associated with at least one contact when they are created. If a financial account is not associated with a contact when it is created, the account will not appear in the Financial Accounts screen.

To add a new authorized user to a financial account

1. Navigate to the Financial Accounts screen.
2. In the Financial Accounts list, select an account to which to add an authorized user.
3. Click the Authorized Users view tab.
4. In the Authorized Users list, add a record and complete the necessary fields.

   The contact is added as an authorized user associated with the financial account.

5. To determine the category of authorization:
   1. Scroll down to the Authorization list.
   2. In the list, add a record and complete the necessary fields.
   3. In the Category field, select a category of authorization.
   4. In the Action field, select an action from the list of values.

      NOTE:  You cannot add contacts to the system in the Authorized Users view tab. They must be created in the Contacts screen or the Contacts Administration screen. For more information, see Adding Contacts. Once a contact has been added to the system, you can specify that contact as an authorized user as described in the previous procedure.

After adding authorized users to a financial account, administrators can associate holdings information. Holdings information is usually only relevant to certain types of accounts, such as Investment Accounts.

To associate holdings information with a financial account

1. Navigate to the Financial Accounts screen.
2. In the Financial Accounts list, select an account.
3. Click the Investment Holdings view tab.
4. In the Investment Holdings list, add a record and complete the necessary fields.
5. In the Security Name field, select a security name you want to associate with the financial account.

   You now have holdings associated with the contact's financial account.

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