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Siebel eFinance Guide > Applications > End-User Procedures >
Processing an Application
In addition to the views described in Managing Application Information, end users may use the following views when processing an application:
- My Application. View applications ready for processing using the My Applications filter. For more information, see Viewing Assigned Applications.
- Activities. Records all activities that have occurred on the application. For more information, see Adding Activities.
- Notes. Tracks information about the currently selected application. For more information, see Adding Notes.
- Trailing Documents. Tracks documents to be provided by the applicants. For more information, see Creating and Modifying Trailing Documents.
NOTE: In a "real world" implementation of Siebel eFinance, end users would click the Next button to move between views. To create a workflow for processing an application, administrators need to create workflows that track with their company's policies and procedures. For more information on setting up a application workflow, see Setting Up an Application Workflow.
Viewing Assigned Applications
After users have been assigned an application for processing, they can view their applications in the My Applications list.
- Navigate to the Applications screen.
- From the Show drop-down list, select My Applications.
The Applications list appears displaying the applications that are assigned to the current user.
Adding Activities
End users use the Activities view to record all activities associated with the currently selected application.
To add activities associated with an application
- Navigate to the Applications screen.
- In the Applications list, select an application.
- Click the Activities view tab.
- In the Activities list, add a record and complete the necessary fields.
For more information on activities, see Activities.
Adding Notes
End users use the Notes view to track information about a particular application.
To add notes associated with an application
- Navigate to the Applications screen.
- In the Applications list, select an application.
- Click the Notes view tab.
- In the Notes drop-down list, select one of the following:
- In the Notes list, add a record and complete the necessary fields.
Creating and Modifying Trailing Documents
Some applications, such as those for mortgages, require extensive documentation from the applicants. End users can use the Trailing Documents view to track documents to be provided by the applicants. After they set the target date for a trailing document, Siebel eFinance, with the help of business processes, creates activities to remind them to call the applicant to provide the necessary document, expediting the approval process.
NOTE: For more information on setting up a workflow, see Siebel Business Process Designer Administration Guide.
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Siebel eFinance Guide Published: 20 October 2003 |