This chapter describes how to use Siebel Financial Services Customer Order Management for Banking. It includes the following topics:

• About Managing Financial Service Applications
• About Using Siebel Configurator to Customize Financial Products
• Process of Creating a Financial Services Application
• Creating the Order for a Financial Services Application
• Adding Multiple Applicants to a Financial Services Application
• Applying for Financial Products from a Needs-Analysis Recommendation
• Adding Financial Products to an Application by Browsing a Catalog
• Collecting Identity Information
• Using Siebel Configurator to Customize Financial Products
• Submitting the Financial Application
• Revising a Financial Services Application