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Siebel eFinance Guide > Securities >
Business Scenarios
These scenarios feature sample tasks performed by a financial institution's applications administrator and an investment representative. Your company may follow different workflows according to its business requirements.
In these scenarios, an administrator is responsible for adding a new security to Siebel eFinance. He requires administrative responsibilities to:
- Add a new industry, security product class, security category, or security exchange
- Create a new securities record
- Modify mutual fund information
End users are investment representatives. They enter information to:
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Siebel eFinance Guide Published: 20 October 2003 |