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Transfers Page for Siebel eBanking and eBrokerage

Siebel eBanking provides the ability to transfer funds between accounts in a variety of ways. Funds can be transferred between two accounts with the same institution, between institutions, or between institutions through a wire service. All transfers except wire transfers can be set up to recur at a specified interval.

From the Transfers page, users can view a history of their transaction, transfer funds in or out, or transfer funds to another financial institution.

Table 6 shows a mapping between the views and applets in the customer application to the related views in Siebel eFinance (the employee application). The view names listed are the display names observed by the end user; they are not the view names found in Siebel Tools.

Table 6.  Mapping Siebel eBanking to Siebel eFinance for Transfers Page
Siebel eBanking View
Siebel eBanking Applets
Related Siebel eFinance Screens
Funds Transfer
Transfer Funds
Service > Account Services > Funds Transfer
Transfer Money In, Transfer Money Out
Transfer Money In, Transfer Money Out
Service > Account Services > Auto Payment / Saver
Wire Transfer
Wire Transfer
Service > Account Services > Wire Transfer


 Siebel eService Administration Guide Addendum for Industry Applications 
 Published: 18 June 2003