Siebel Order Management Guide Addendum for Financial Services > Managing Contacts > Process of Managing Financial Contacts >

Viewing a Financial Services Application

You can view financial applications in the Financial Applications Summary tab for each contact related to the order as a contact. This tab provides valuable information for the next bank branch.

To view a financial services application

1. Navigate to the Contacts view, then the Contacts list view.
2. In the Contacts list, drill down on the contact.
3. Click the Financial Applications view tab.