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Siebel Wireless Administration Guide For Financial Services > Using Wireless Banking and Brokerage > Portfolio >
Working with Holdings Details
When you drill down on a particular holding, the Detail view displays the details about the selected holding. Table 15 shows the fields that are displayed on the Detail view.
Information related to securities, such as the security name, the price, and the category can be set in the Siebel eFinance Securities screen. Information related to a specific investment account and holding can be set in the Siebel eFinance Financial Accounts screen.
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Siebel Wireless Administration Guide For Financial Services Published: 18 April 2003 |