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Applications

In Siebel eFinance the application process is conducted by navigating through a series of screens to capture information for a product application. Sales representatives can create applications for different types of banking products, such as depository, checking, savings, auto loans, mortgages, and home equity loans. Sales representatives, customer service representatives, small business managers, and underwriters are the primary users.

Using the procedures given in this chapter, you will be able to perform the administrator tasks of defining a sequence of views required to capture application data elements, creating sales methodologies to match business processes, creating activity plans, and setting up correspondence and application form templates.

End users are sales representatives, customer service representatives, small business managers, and underwriters within your organization. Sales representatives will use the procedures in this chapter to create new applications, enter application information for different types of products, generate prefilled application forms, and submit applications to the back office. Customer service representatives or small business managers will use the Applications screen to check the status of an application, update application information, and follow up on trailing documentation.

NOTE:  Small business manager activities are similar to the sales representative activities except that the small business manager completes the applications for small business companies instead of individual customers.

If the application is a loan, underwriters will use the procedures in this chapter to check and review the application data, update third-party data in applications, such as credit bureau information, and make decisions on applications.


 Siebel eFinance Guide 
 Published: 20 October 2003