Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements >

Generating Closing Requirements

The sales representative must review the closing requirements before submitting the financial services application. The Closing Requirement view lists all requirements that the customer must provide or that the sales representative must do, before any further processing can be carried out on the application and before the application can be closed.

NOTE:  For information about setting up and configuring the Closing Requirements view, see the topic about Requirements Manager in Siebel Finance Guide.

When you are certain that you have collected all information for your financial services application, you can generate the closing requirements. The closing requirements must be generated before you submit the financial services application.

To generate closing requirements from an order

1. Navigate to the Financial Applications screen, then the Financial Applications list view.
2. Drill down on an application, then navigate to the Line Items view.

   Two new views become available: Trailing Documents and Closing Requirements.

3. In the Templates list view, select the appropriate requirements template.
4. Click Execute.
5. In the Closing Requirements view, add the closing requirements as described in the following topics:
   • Adding Closing Activities
   • Adding Templates
   • Adding Workflow Processes
   • Adding Trailing Documents