Siebel Order Management Guide Addendum for Financial Services
What's New in This Release
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Overview of Siebel Financial Services Customer Order Management for Banking
About Siebel Financial Services Customer Order Management for Banking
Scenario for Siebel Financial Services Customer Order Management for Banking
Setting Up Siebel Financial Services Customer Order Management for Banking
Roadmap for Setting Up Siebel Financial Services Customer Order Management for Banking
Required Tasks
Optional Tasks
Activating Workflow Processes for Siebel Financial Services Customer Order Management for Banking
Modeling the Financial Product
Using the Existing Contact and Financial Account Relationships with Siebel Financial Services Customer Order Management for Banking
Setting Up Products and Catalogs
Managing Opportunities
About Managing Opportunities
Scenarios for Creating a New Opportunity
Scenario for Using Opportunities to Keep Track of Potential Sales
Scenario for Using Opportunities to Track Whether a Sales Deal Will Close
Process of Managing Opportunities
Creating a New Opportunity
Adding an Applicant to an Opportunity
Adding a Product to an Opportunity
Generating a Quote for an Opportunity
Enabling the Applicant Group on a Quote
Copying Applicants from an Opportunity to a Quote
Copying Applicants from a Quote to a Financial Application
Managing Contacts
About Managing Financial Contacts
Scenario for Adding New Contacts
Process of Managing Financial Contacts
Adding Contacts
Viewing Contact Summary Information
Viewing a Financial Services Application
Suspending a Financial Account
Resuming a Financial Account
Modifying a Financial Account
Deactivating a Financial Account
Managing Financial Service Applications
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
Associating Applicants and Roles with Financial Products
Submitting the Financial Application
Revising a Financial Services Application
Managing Closing Requirements
About Closing Requirements
Generating Closing Requirements
Adding Closing Activities
Adding Templates
Adding Workflow Processes
Generating Trailing Documents
Adding Trailing Documents
Associating Literature with Trailing Documents
