Siebel Finance Guide > Managing Siebel Finance Applications > Managing Application Information (End User) >

Adding Applicant and Guarantor Information

End users use the Applicant view to record the name and address information specific to the primary, secondary, and guarantor applicants.

The Applicant view has additional subviews to add other information about:

• Co-applicant
• Applicant and Co-applicant security
• Employment

NOTE:  The Applicant Info and Applicant Security Info views show information on the primary applicant only. The Co-applicant Info and Co-applicant Security Info views show information on the rest of the applicants.

To add applicant information

1. Navigate to the Applications screen, then the Applications List view.
2. Drill down on an application, and click the Applicant view tab.
3. In the Applicant Details list, add a record for all applicants.
4. In the Applicant Type field, select the appropriate applicant type:
   • Primary
   • Secondary
   • Guarantor
   • Joint
   • Authorized Signer
5. Complete the necessary fields for each applicant.

Creating an Updated Statement

Once you add the applicant information you can create an updated statement.

To create an updated statement

1. Navigate to the Applications screen, then the Applications List view.
2. Drill down on an application, and click the Applicant view tab.
3. In the Applicant list, click Create Statements.

   If the applicant has an existing financial statement, then the Siebel application copies the latest financial statement into the Consumer Detail view.

   Financial statements are automatically created for the applicant and co-applicant. These statements are used in the Consumer Detail view, as described in Adding Consumer Detail Information.

   NOTE:  The Create Statements button only performs this function if the applicant has an existing financial statement.