Differences of Siebel PRM for Finance from Siebel PRM

This chapter covers only features of Siebel PRM for Finance that are different from the features of Siebel PRM. It is meant to be used as a supplement to the documentation for Siebel PRM in this book.

The most important differences are:

• Terminology. There is a difference in terminology in Siebel PRM for Finance:

  • The documentation for Siebel PRM in this book uses the terms brand owner and partner. In the financial industry, brand owner refers to the financial institution, and partner refers to the partner.

• Cross-references. This book often refers to Siebel Applications Administration Guide for more information. For Siebel PRM, in addition to this book, see Siebel Finance Guide.

• Partner Manager. The Siebel Finance Partner Manager is used to work with Siebel PRM for Finance.

• Added screens. In addition to the screens in Siebel PRM, Siebel PRM for Financial Services has added screens with information specific to the finance industry. The added screens are:

  • Call Reports

  • Households

• Added views. Siebel PRM for Financial Services also has the following added view with information specific to the finance industry:

  • Profile. Both Contacts and Accounts screen have a new Profile view which provides more details about the contact or account selected.

• Scenarios. Many of the business scenarios described in the documentation for Siebel PRM in this book do not apply to the finance industry.

The differences in terminology and cross-references described above apply to all the documentation for Siebel PRM in this book. The rest of this chapter details differences that apply to specific chapters.