User Registration and Administration for Siebel Financial Services

This topic contains information for Siebel Financial Services applications that differs from the information in the topic on registering and administering users in other sections of this guide, or that otherwise warrants mention. For more information about user authentication for Siebel Financial Services applications, see the following topics:

• "Seed Data"

• "Unregistered Users and Anonymous Browsing"

• "Self-Registration"

• "Internal Administration of Users"

• "External Administration of Users"

• "Access Considerations"

• "Maintaining a User Profile"

Seed Data

The Responsibility and New Responsibility that are assigned to the seed user GUESTCST are intended for use with Siebel Financial Services customer applications. These responsibilities differ from the responsibilities assigned to GUESTCST for Siebel customer applications that are not specific to financial services, as documented in other sections of this guide.

If you deploy either Siebel Events Manager for Finance or Siebel customer applications that are not specific to financial services concurrently with any other Siebel Financial Services customer applications, then you must create a separate anonymous user. The new anonymous user is used for Siebel Events Manager for Finance and for the Siebel customer applications that are not specific to financial services; that is, the applications documented in other sections of this guide. Assign responsibilities to this anonymous user as they are documented for GUESTCST in Appendix B, "Seed Data." For information about seed data specific to Siebel Financial Services applications, see "Seed Data for Siebel Financial Services".

Unregistered Users and Anonymous Browsing

Anonymous browsing is default functionality for the following Siebel Financial Services applications:

• Siebel Employee Relationship Management

• Siebel Events Manager for Finance

• Siebel Finance PRM

• Siebel eBanking

• Siebel eBrokerage

• Siebel Finance eSales

• Siebel Healthcare Enrollment Portal

In addition to the GUESTCST and GUESTCP seed user records provided as anonymous users, a seed user record with user ID GUESTERM is provided as the anonymous user for Siebel Financial Services ERM. For information about seed data specific to Siebel Financial Services applications, see "Seed Data for Siebel Financial Services".

Self-Registration

User self-registration is default functionality for the following Siebel Financial Services applications.

Note: Although self-registration is provided as default functionality for some Siebel Financial Services applications, it is not common in the industry for users to self-register for financial services. More commonly, internal administrators register users by using the Siebel Financial Services application.

• Siebel Finance PRM

• Siebel Events Manager for Finance

• Siebel eBanking

• Siebel eBrokerage

• Siebel Finance eSales

A user can self-register in Siebel Finance PRM as a company or as an individual. By self-registering, the user requests to become a partner and becomes a prospective partner. An internal administrator uses the Administration - Partner screen in Siebel Finance to promote a prospective partner to approved partner and then to registered partner. For information about using the Administration - Partner screen, see Siebel Partner Relationship Management Administration Guide.

Internal Administration of Users

Internal administration of users is the same for Siebel Financial Services applications as described in other topics in this guide, except that you can administer partner users in the Administration - Partner screen in Siebel Financial Services. For information about using the Administration - Partner screen, see Siebel Partner Relationship Management Administration Guide.

External Administration of Users

Delegated administration is default functionality of Siebel Financial PRM.

Note: Although delegated administration is provided as default functionality of Siebel Financial PRM, it is not common in the finance industry for external administrators to register customer or partner users. More commonly, internal administrators register users by using the Siebel Financial Services application.

Access Considerations

Seed responsibilities that provide user administration views for delegated administrators are described in Appendix B, "Seed Data." The seed responsibilities for delegated administrators do not include views specific to Siebel Financial Services applications. For a delegated administrator to access appropriate financial services views and user administration views, the delegated administrator must be assigned responsibilities in one of the following ways:

• Assign at least two seed responsibilities to the delegated administrator; one for a regular user of the Siebel application, and the appropriate responsibility for delegated administrators of the application.

• Create a single responsibility that includes all the views you want delegated administrators to have, then assign the responsibility to the delegated administrators.

For information about assigning responsibilities to users, see the topics on internal administration of users and external administration of users in other topics in this guide.

Maintaining a User Profile

Maintaining a user profile is the same for Siebel Financial Services applications as described in other topics in the guide, with the exception of editing personal information. Depending on the Siebel customer application, the user can click My Profile or My Accounts to access the User Profile form.