Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Features in User Interface for Siebel eBanking and Siebel eBrokerage >

Transfers Page

Siebel eBanking provides the ability to transfer funds between accounts. You can transfer funds between two accounts in the same institution, between institutions, or between institutions through a wire service. You can set up all transfers except wire transfers to recur at a specified interval.

In the Transfers page, users can view a history of their transaction, transfer funds in or out, or transfer funds to another financial institution.

Table 5 shows a mapping between the views and applets in the customer application to the related views in Siebel Finance (the employee application). The view names listed are the display names that the end user sees; they are not the view names in Siebel Tools.

About Transferring Funds

By default, error checking is performed on any request that you create using the FINS eBanking Service Request Funds Transfer Form applet. The following checks are performed:

• To Account and From Account field are not null.
• To Account and From Account are not the same value.
• Amount is not null, or less than or equal to 0.
• Amount does not exceed the Current Balance value of the From Account.

You might want to disable this error checking or to replace this checking with a configuration specific to your requirements. To do so, you can modify the FINS eBanking Service Request Funds Transfer Form Applet by setting the ErrorCheck Value applet property to False.