Bookshelf v7.5: Introduction

This guide is intended for financial institutions to meet the needs of retail banking, retail securities, investment banking, institutional finance, private banking, and wealth management. The procedures detailed in this guide are intended to help administrators set up and maintain Siebel eFinance.

This guide will be useful primarily to people whose titles or job descriptions match one of the following:


Call Center Administrators	Persons responsible for setting up and maintaining a call center; duties include designing and managing computer telephony integration (CTI), SmartScript, and message broadcasts.
Call Center Representatives	Persons responsible for placing outbound calls, answering inbound calls, or both—such as for sales or support purposes.
Institutional Finance Representatives	Persons responsible for managing relationships and accounts for institutional clients.
Retail Banking Representatives	Persons responsible for managing retail customer accounts and interacting with those customers on a daily basis.
Siebel Application Administrators	Persons responsible for planning, setting up, and maintaining Siebel applications.
Siebel Application Developers	Persons responsible for planning, implementing, and configuring Siebel applications.
Siebel System Administrators	Persons responsible for the whole system, including installing, maintaining, and upgrading Siebel applications.

Siebel eFinance Guide provides detailed descriptions of Siebel eFinance. Siebel eFinance is targeted at financial and investment institutions; therefore, industry-specific terminology is used throughout. Readers should have a general understanding of the financial industry and its terminology.

Product Modules and Options

This guide contains descriptions of modules that are optional and for which you may not have purchased a license. Siebel's Sample Database also includes data related to these optional modules. As a result, your software implementation may differ from descriptions in this Bookshelf. To find out more about the modules your organization has purchased, see your corporate purchasing agent or your Siebel sales representative.