Siebel Order Management Guide Addendum for Financial Services > Managing Contacts >
Process of Managing Financial Contacts
This topic details sample tasks often performed by users when they are managing contacts. Your company might follow a different process depending on its business requirements. To manage financial contacts, perform the following tasks:
- Adding Contacts
- Viewing Contact Summary Information
- Viewing a Financial Services Application
- Suspending a Financial Account
- Resuming a Financial Account
- Modifying a Financial Account
- Deactivating a Financial Account
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