Siebel eFinance Guide > Applications > Business Scenarios >

Branch Agent Assists a Customer Opening a New Account

A branch agent assists a customer who wants to open the new checking account product. The agent creates a new checking application using the Next button to navigate through the application screens and views. He also generates the activities plan for this application to create activities to follow up on trailing documents, set up the review process, and call back the customer.


 Siebel eFinance Guide 
 Published: 20 October 2003