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My Profile Screen for Siebel eBanking and eBrokerage


Customers maintain personal profile information by clicking Profile from any page. They can add or modify contact preferences, contact addresses, financial account nicknames, and login password. Default contact preferences include phone numbers, email address, best time to call, and preferred language.

Table 16 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 16.  Mapping Siebel eBanking to Siebel eFinance for My Profiles Screen
Siebel eBanking View
Siebel eBanking Applets
Related Siebel eFinance Screens
User Profile
User Profile
Contacts screen
Address Book
Addresses
Contacts screen
Subscriber Preferences
Subscriber Preferences
Contact screen (note that not all fields are visible in Siebel eFinance)
Account Nicknames
Account Nicknames
No corresponding view exists in Siebel eFinance for this data.

On the My Profile screen, note the following:

NOTE:  Account nicknames can be provided for customers by initializing the Alias field with the Product name when an account is created. A new account then always displays a name in the Account Nickname field. You can automate this task using Siebel Business Process Designer or Siebel Enterprise Integration Manager.

For information about administering login usernames and passwords, see the section on user access in this guide.

For information about automating data import tasks, see Siebel Enterprise Integration Manager Administration Guide.


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