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Siebel eFinance Guide > Financial Accounts >
Business Scenarios
These scenarios feature sample tasks performed by a financial institution's relationship managers and call center agents. Your organization may follow a different workflow according to its business requirements.
In these scenarios, the Siebel administrator is responsible for administering Siebel eFinance and requires administrative responsibilities to:
- Add a financial account or a new authorized user to a financial account
- Associate holdings information with a contact's financial account
The end users are the call center agents and relationship managers who answer customer calls. They enter information and create service requests:
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Siebel eFinance Guide Published: 20 October 2003 |