Siebel Order Management Guide Addendum for Financial Services > Setting Up Siebel Financial Services Customer Order Management for Banking > Roadmap for Setting Up Siebel Financial Services Customer Order Management for Banking >

Optional Tasks

In addition, depending on your business model, you might have to perform some of the following tasks to complete the setup of order management:

1. Setting up pricing. Optionally, you can set up price lists and assign prices to products. For example, you can create multiple price lists if you sell the same products to different customers at different prices. If you want to use pricing, you must perform additional setup tasks. For information about setting up price lists, see Siebel Pricing Administration Guide.
2. Setting up asset-based ordering. Asset-based ordering is available with the Siebel Financial Services Customer Order Management for Banking module. If you want to use asset-based ordering, you must perform additional setup tasks. For more information, see Siebel Order Management Guide.
3. Defining Configurator eligibility rules. You must define eligibility rules to specify which customers are eligible to buy products. For more information, see Siebel Product Administration Guide.
4. Setting up needs-analysis. You must create needs analysis scripts and set up product scores to determine what financial products and services can be offered to customers. For more information, see Siebel Finance Guide.
5. Setting up recommendations. You can display additional product recommendations to customers when they select products. For more information, see Siebel Order Management Guide.