Siebel eFinance Guide > Financial Accounts > End-User Procedures >

Reviewing a Financial Account

Aside from being able to execute securities trades in the Trades view, end users typically have read-only access to the Financial Accounts screen; therefore, most end-user tasks involve using the Financial Accounts screen to gather information as opposed to entering data.

To review a financial account

  1. Navigate to the Financial Accounts screen.
  2. In the Financial Accounts list, select an account.
  3. Click a view tab to review specific financial information.

As users review financial accounts, they can create a call list based on account holding and balances. Users can view detailed information on a specific account including minimum balance, statement date, and current changes in the Account Analysis view tab.

To view an account analysis

  1. Navigate to the Financial Accounts screen.
  2. In the Financial Accounts list, select an account.
  3. Click the Account Analysis view tab.

To create a call list based on account holdings and balances

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

    Some fields are described in the following table.

    Field
    Comments
    New
    Indicates a new call report.
    Call Report
    Default value is Note. Select alternate value to categorize the type of note.

 Siebel eFinance Guide 
 Published: 20 October 2003