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Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements > About Closing RequirementsClosing requirements consist of a set of tasks or activities that must be performed by the sales representative to ensure that all information has been properly obtained from the customer, explained to the customer, or followed up after the customer session has ended. These closing requirements are directly related to the financial services that the customer is applying for. For Oracle's Siebel Financial Services Customer Order Management for Banking, closing requirements are collected and handled in much the same way as they are for Siebel Finance, but now they can be collected at both the financial application (sales order) level and the individual product line item level within the application. The closing requirements that must be addressed by sales representatives, as required, fall into the following categories:
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