Siebel eFinance Guide > Companies > End-User Procedures >

Updating a Company Profile

A company's profile information should always be kept up to date. The information in a company's profile is used throughout Siebel eFinance to make decisions about and manage company records. For example, in the Commercial Loans screen, a company's profile information automatically appears in the Borrower Detail view.

To update a company profile

  1. Navigate to the Companies screen.
  2. In the Companies list, select a company.
  3. Click the Client Profile view tab.
  4. In the Client Profile form, from the Show drop-down list, select one of the following profile areas to update for the company.
    • Business
    • Financial
    • Investors
    • Management
    • Market Statistics
    • Transactions
  5. In the Profile form, update the information as needed.

 Siebel eFinance Guide 
 Published: 20 October 2003