Siebel eFinance Guide > Applications > End-User Procedures >

Viewing and Creating Applications

The Siebel eFinance Applications screen provides access to consumer and small-business applications. The Applications list displays information about applications, such as applicant address, phone number, and application stages. End users can use the Applications screen to locate, view, and update applications.

To access the Applications view from the Contacts screen

  1. Navigate to the Contacts screen.
  2. From the Show drop-down list, select My Contacts.
  3. In the Contacts list, select a contact.
  4. Click the Applications view tab.
  5. To view more detailed information about an application, in the Applications list, drill down on the Application Name hyperlink.

To access the Applications view from the Companies screen

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select My Companies.
  3. In the Companies list, select a company.
  4. Click the Applications view tab.

    The Applications list displays applications associated with the selected company.

  5. To view more detailed information about an application, in the Applications list, drill down on the Application Name hyperlink.

To create an application

  1. Navigate to the Applications screen.
  2. From the Show drop-down list, select My Applications.
  3. In the More Info form, add a record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments
    Product Name
    Indicates the product or products for this application.
    Method
    Indicates the type of application being created.
    Stage
    Indicates the application status. This value changes according to the Method selection.

    NOTE:  Only those with the required administrative responsibilities, such as Siebel administrators, can set the Sales Stage and Sales Method values in the Siebel Assistant Administration screen, Sales Method view. For more information, see Applications Administration Guide.

Navigating an Application Using the Next Button

Siebel eFinance allows end users to create an application with multiple products. When filling out an application with multiple products, end users can move from one view to the next view by clicking the Next button instead of selecting a view tab. Based on the views that have been set up for each specific application (for example, a savings account application or a mortgage loan application), Siebel eFinance automatically navigates users to the views they need to fill in. With the Next button functionality, users do not have to fill out the same view more than once, even if the same view appears in several product applications. For more information on creating multiple applications from performing needs analyses, see Financial Needs Analyses.

NOTE:  Only Siebel administrators can set up a Next Button Application Workflow. For more information, see Setting Up an Application Workflow.

To complete an application using the Next button

  1. Navigate to the Applications screen.
  2. From the Show drop-down list, select My Applications.
  3. In the Applications list or form, complete the appropriate fields.

    NOTE:  To use the Next button to navigate to another view, you must select a product in the Product field in the Application form.

  4. Click the Next button in the Applications form.

    The next application view appears with the uncompleted fields required for your customer's application.

  5. Continue filling in application views and clicking the Next button in the Applications form.

Creating an Application Using the Auto Application Feature

The Auto Application feature is available in the following screens in Siebel eFinance:

End users can use the Auto Application feature to automatically create an application using information from the selected record. For example, in the Companies screen, end users can select the Auto Application option from the application-level menu (File > Auto > Application) to automatically create and populate the application using the information from the selected company.

NOTE:  Before end users can create an application using the Auto Application feature, an administrator must first activate the Auto Application Workflow. For more information, see Activating the Auto Application Workflow.

To create an application using the Auto Application feature

  1. Navigate to the Companies screen.
  2. From the Show drop-down list, select My Companies.

    NOTE:  You can also use the Auto Application feature from the Contacts and Products views.

  3. Select the company for which to create an application.

    NOTE:  If the company does not exist, add it. For more information on adding companies, see Adding Contacts.

  4. Select Auto Application by doing one of the following:
    • Click the Auto Application icon in the upper left corner
    • From the application-level menu, choose File > Auto > Application

      The first required Application view appears.

  5. In the Product Name field in the Application form, click the select button, and then select a product for which to apply.
  6. Complete the remaining Application fields using the Next button.

Assigning an Application to a Coworker

After an application has been saved, an end user can assign an application to a coworker.

NOTE:  The application does not have to be complete to assign it. For more information on Assignment Manager, see Siebel Assignment Manager Administration Guide.

To assign an application to a coworker

  1. Navigate to the Applications screen.
  2. From the Show drop-down list, select My Applications.
  3. In the Applications list, select an application.
  4. In the More Info form, click the Assign button.

    For more information about the dynamic assignment functionality available for the Assign button, see Siebel Assignment Manager Administration Guide and Applications Administration Guide.


 Siebel eFinance Guide 
 Published: 20 October 2003