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Siebel Finance Guide > Managing Financial Accounts > Reviewing Financial Accounts (End User)Aside from executing securities trades in the Trades view, end users typically have read-only access to the Financial Accounts screen; therefore, most end-user tasks involve using the Financial Accounts screen to gather information as opposed to entering data.
Users can view detailed information on a specific account, which includes minimum balance, statement date, and current changes in the Account Analysis view tab. Viewing Account AnalysisUse the following procedure to view an account analysis.
As users review financial accounts, they can create activities for use as a call list. You can base the selection of financial account records on a number of different criteria, such as account holdings and balances. Creating a Call List Based on Account CriteriaUse the following procedure to create a call list based on account criteria. |
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