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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2014 Rev. A
E52426-01
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Managing Financial Applications for Siebel Finance

A financial application is a form that an individual or company submits to set up a financial account.

The following procedure related to financial applications and financial application management is included in this topic:

Displaying Financial Application Details

You can display financial application details by using the Financial Applications list.You cannot modify financial application information. This information originates in the non-mobile application for Siebel Finance.

To display financial application details 

  1. Tap the Side Menu icon on the application banner, and then tap Financial Applications to display the Financial Applications list and details for the selected financial application in the right pane or work area.

  2. Tap a financial application in the Financial Applications list.