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Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Features in User Interface for Siebel eBanking and Siebel eBrokerage >
Relationship Page (Siebel eBrokerage Only)
The Relationship page displays a list of user coverages, holdings, interests, and activities. In the Relationship page, users can view their trade history. Table 7 shows a mapping between the views and applets in the customer application to the related views in Siebel Finance (the employee application). The view names listed are the display names that the end user sees; they are not the view names in Siebel Tools.
Table 7. Mapping of Siebel eBrokerage to Siebel Finance for Relationship Page
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Siebel eBrokerage Applets |
Related Siebel Finance Screens |
Relationship |
Coverage |
Contacts screen, then the Coverage Team view |
Relationship |
Holdings |
Holdings and Interests screen, then the Holdings view |
Relationship |
Interests |
Holdings and Interests screen, then the Interests view |
Relationship |
Activities |
Contacts screen, then the Activities view |
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