Siebel Order Management Guide Addendum for Financial Services > Managing Financial Service Applications > Using Siebel Configurator to Customize Financial Products >
Associating Applicants and Roles with Financial Products
You can use Siebel Configurator to assign applicants and roles to financial products and components. To associate an applicant and role with a financial product
- Navigate to the quote or order that contains the product that you want to configure.
- In the Line Items list, select the line item that contains the product with components, or add a new record for a product with components.
- With the customizable product selected, click Customize to start a configuration session.
- On the Siebel Configurator screen that is displayed, do the following:
- Under Owners, click Add Relationship to add an empty applicant row.
- Select an applicant name. You can select applicants associated with this Quote or Order.
- In the Role menu, select Owner.
- Click OK.
- Click Save, then Done to return to the Line Items view.
Repeat this step to add additional applicants to the financial product.
- When the component is added to the financial product, click Done.
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