Bookshelf v8.1/8.2: About Financial Profiles in Siebel Energy

End users create a financial profile to perform a credit check on the customer. To verify a customer's credit, Siebel Energy submits a request to a back-office application or credit bureau. The back-office application or credit bureau sends back a response that includes a credit score that determines whether the customer is authorized by internal credit policy to subscribe to services. These back-office applications perform credit checks for incorporated businesses or individuals.

Table 11 describes some fields in the Financial Profiles form. However, different fields can appear according to the value you select in Account Type field of the account record.

Table 11. Financial Profile Fields
Section	Field	Comments
PROFILE	Contact Last Name and First Name	Contact for the account. When you create a new record, this field is automatically populated with the name of the contact in the Primary Contact field of the account record.
	Corporate Number	Business number that is provided by a state, county, or city government.
	Legal Entity	Legal name of the company or corporation.
	Tax Profile Code	Code from standard tax categories that classify companies according to their tax aspects. This information is stored in an external billing application or an external credit and tax application.
BANK	Account Name Account # Bank Name Bank Branch	Customer's bank information for a credit check.
CREDIT RATING	Rating	Credit rating of the customer.
	Source	Group that performed the most recent credit rating.
	Last Update	Date the last credit check was performed.
	Update By	User ID of the person who last requested a credit check.

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