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Siebel eFinance Guide > Securities >
End-User Procedures
The following end-user procedures are described in this section:
- To update summary information for a security
- To add a business-to-business call list
- To add a call business-to-consumer list
The Securities screen is read-only for all views except:
From the Holdings and Interests views, end users can track a particular security. From the Call Lists view, end users can associate a list of contacts to a security, which allows batch literature distribution or email to all people interested in a particular security.
Enterprise Integration Manager (EIM) imports the data displayed in the Securities views. An organization can import the data displayed in the Securities views from one or more other systems (such as a trading system). Also, those with the required administrative responsibilities, such as Siebel administrators, can manually add or edit records of securities using administrative functions described in Administrator Procedures.
For more information about EIM, see Siebel Enterprise Integration Manager Administration Guide.
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Siebel eFinance Guide Published: 20 October 2003 |