Siebel Customer Relationship Console User Guide > Locating Information >

Accounts Session View

Figure 7 shows the Accounts session view. This is a read-only list view that highlights key information about financial accounts for the contact.

The Accounts view provides information about:

• Financial products and services held by the customer
• Status of the account
• Current and available balances related to each account
• Account number for authentication purposes

Figure 7. Accounts View

Table 2 shows the information provided on each account.