Siebel Order Management Guide Addendum for Financial Services > Managing Financial Service Applications >

About Using Siebel Configurator to Customize Financial Products

You can use Siebel Configurator to customize financial products in a quote or order. Customizing might involve adding components to one or more financial products within a quote or an order. You can use Siebel Configurator to:

• Associate additional products and services affiliated with an account
• Associate applicants with financial products
• Set up owners and owners' roles for contacts