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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.
- Navigate to the Financial Accounts screen.
- In the Financial Accounts list, select an account.
- 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.
- Navigate to the Financial Accounts screen.
- In the Financial Accounts list, select an account.
- Click the Account Analysis view tab.
To create a call list based on account holdings and balances
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Siebel eFinance Guide Published: 20 October 2003 |