Siebel Order Management Guide Addendum for Financial Services > Managing Financial Service Applications >

About Managing Financial Service Applications

Siebel Financial Services Customer Order Management for Banking provides financial institutions with a graphical user interface that allows bank sales representatives to create and manage orders for financial services through their entire life cycle. The Financial Applications screen provides users with a way of viewing orders for financial products and services. This information includes contact summary, financial account summary, account balances, and financial product details.

Siebel Financial Services Customer Order Management for Banking allows users to:

• Create orders for financial products and services
• Create orders to modify existing financial products and services
• Generate order information for submission to back-office billing and fulfillment systems
• Create and maintain financial applications for multiple product types, which includes checking accounts, savings accounts, credit card accounts, or debit card accounts, and so on.