Siebel eFinance Guide > Service Requests > Business Scenarios >

Relationship Manager Creates a Service Request

Siebel eFinance allows financial institutions' relationship managers to have an overall view of every aspect of their relationship with the customer. This scenario illustrates how a relationship manager can assist a customer to address any type of customer concern.

A customer calls his relationship manager regarding some issues with his account. As the relationship manager is talking with the customer, she gets his first and last name. From the beginning of the conversation, the customer has indicated that he has a number of issues that need to be resolved with the account. During the conversation, the customer requests that the relationship manager review the status of each request and enter a new request. After authenticating the customer, the relationship manager reviews the existing service requests with the customer and updates the necessary information in the service requests.


 Siebel eFinance Guide 
 Published: 20 October 2003