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

Adding Financial Products to an Application by Browsing a Catalog

While users are creating quotes or orders, they can select products by browsing the product catalog. Some products might also have deals associated with them, which the user can select to obtain special pricing for a customer.

This task is a step in Process of Creating a Financial Services Application.

To browse the catalog to add financial products to an application

1. Navigate to the financial application to which you want to add items.
2. Click the Catalog view tab.
3. In the Browse list, click one of the categories.

   The products in that category appear.

4. If you want to select a simple product with attributes, you can modify the values of the attributes in the Items list.

   Modifying attributes in the catalog is optional. You can also select attributes after adding the product as a line item.

5. Click Add Item to add a product.