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

Adding Multiple Applicants to a Financial Services Application

When you have created an order for a financial services application, you can add other applicants to the financial services application. All individuals required for the process of adding applicants to a financial services application must be captured as applicants at this time.

This task is a step in Process of Creating a Financial Services Application.

To add multiple applicants to a financial services application

1. Navigate to the Financial Applications view.
2. In the Orders list view, drill down on the record for the appropriate order by clicking the Order Number field, and then the Applicants view tab.
3. Click New.
4. In the Applicants list, do one of the following:
   • Select an existing contact, and click OK.
   • Perform a query to choose an existing contact, and click OK.
5. Click OK.