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Siebel Wireless Administration Guide For Financial Services > Using Wireless Banking and Brokerage >
Usage Scenario for Siebel Wireless Banking and Brokerage
This scenario gives detailed instructions for tasks your customer might commonly perform with Siebel Wireless Banking and Brokerage:
- Review Account Balances
- Create and Review Bill Payments
- Create and Review Funds Transfers
NOTE: The commands required to link and submit changes may vary slightly from browser to browser for these scenarios.
This scenario is based on a customer who is registered for online banking and has existing accounts and transactions with the financial institution.
To review account balances and transactions
- From the Main Menu, select Accounts.
The Accounts list appears.
- Select an Account link.
The Account balance information appears.
- Scroll down to Transactions and select Transactions.
The Transactions view appears.
- Scroll down to see the transaction details.
To review application status
- From the Main Menu, select Applications.
The Applications view appears.
- Scroll down to view the application details.
- To see additional applications, select More.
To transfer funds from one account to another
- From the Main Menu, select Funds Transfer.
The Funds Transfer Menu appears.
- Select New Transfer.
- Select the Account to Transfer From.
- Select the Account to Transfer To.
- Enter Amount to Transfer.
- Select OK.
The Confirm page appears.
- Scroll down to review your transfer request.
- To modify the transaction, select any of the From, To, or Amount fields.
- Select Submit to enter your Funds Transfer request.
The Submission page appears with a reference number.
To create a new bill payment
- From the Main Menu, select Pay Bills.
The Pay Bills menu appears.
- Select New Payment.
The Payee menu appears.
- Select a Payee.
The From Account page appears.
- Select the account from which you want to make the payment.
- Enter the amount of the payment.
The Due Date view appears with the current date.
- Enter the date of the payment and select the OK soft key.
- Select Submit.
The Confirm page appears.
- Scroll down to review your payment request.
- To modify the payment, select any of the Payee, From Account, Amount, or Due Date fields.
- Select Submit to enter your Bill Pay request.
The Submission page appears with a reference number.
To review a scheduled bill payment
- From the Main Menu, select Pay Bills.
The Pay Bills menu appears.
- Select the Scheduled link.
The Scheduled view appears.
- Select a scheduled payment.
The Payment detail page appears.
- Select the Back soft key to view other payments.
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Siebel Wireless Administration Guide For Financial Services Published: 18 April 2003 |