Bookshelf v7.5: Business Scenarios

Siebel eFinance Guide > Applications >

Business Scenarios

These scenarios feature sample tasks performed by a financial institution's applications administrator and branch agents. Your company may follow different workflows according to its business requirements.

In these scenarios, an applications administrator is responsible for creating a new checking product. He requires administrative responsibilities to:

Create an application workflow
Set up sales methodologies and stages
Create activity plans

End users are branch agents. They enter information to:

Create and assign a customer application
Create or modify consumer, product, collateral, mortgage, business services information, or trailing document records

Siebel eFinance Guide
Published: 20 October 2003