Siebel eFinance Guide >

Securities

In Siebel eFinance, the Securities screen provides information about securities offered by a financial institution, and helps financial representatives track their clients' investment interests. These investments can include the following:

Using the procedures given in this chapter, you will be able to perform the administrator tasks of modifying mutual fund information as well as adding industries, security product classes, security categories, security exchanges, and new securities.

End users use the views in the Securities screen to capture specific details about each investment, such as basic security information, security-issuer company fundamentals, market data, literature, research, and news.

Securities information assists users in searching for a type of investment that would satisfy a customer's specific requirements and providing details on specific investments. End users can use the Securities screen to determine the contacts and investors who have either expressed an interest in a specific security or are currently holding that security in their portfolios. Also, sales agents and financial representatives can use the Call List view to generate a call list, which is a list of targeted contacts to be associated with one or more securities.

You can save time and reduce keystrokes by using a workflow to automate steps that are repeatedly performed by end users. For more information, see Siebel Business Process Designer Administration Guide for Financial Services.


 Siebel eFinance Guide 
 Published: 20 October 2003