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Features in User Interface for Siebel eBanking and Siebel eBrokerage

When users log in to the Siebel eBanking Web site, the home page appears. Registered users see only the tabs appropriate to their assigned responsibilities.

This topic contains descriptions of each Siebel eBanking page. The view names in the following list are the display names that the end user sees, and not the view names in Siebel Tools:

• Home. The Salutation applet greets each user with a personalized phrase and targeted information. Users can view limited lists of their financial accounts, pending payments, existing service requests, and frequently asked questions (FAQs). In the Search applet, users can perform full text searches of records to resolve service issues on their own. For more information, see Home Page.
• Accounts. Users can view all of their financial accounts at a financial institution on one page. They can also access account transaction and investment holding details. For more information, see Accounts Page.
• Transfers. Users can transfer funds between accounts and check completed transfers. For more information, see Transfers Page
• Bill Pay. Users can schedule one-time or recurring electronic payments, add and modify payees, and check pending and completed payments. For more information, see Bill Pay Page.
• Customer Service. Users can submit service requests, including statement requests, requests for checks drawn on their account, requests for check copies, new check orders, stop payment requests, and other problem reports. Users can check the status of existing service requests, view or download forms, and view frequently asked questions. For more information, see Customer Service Page.
• Relationship (Siebel eBrokerage only). Users can view the list of contacts at their bank or brokerage firm that are assigned to serve them (or the company that they are affiliated with), current holdings, securities that they are interested in but do not hold, and activities that are performed for their company. For more information, see Relationship Page (Siebel eBrokerage Only).
• Trades (Siebel eBrokerage only). Users can trade stocks, mutual funds, bonds, and options. Users can also look up stock symbols, view open orders, and transfer assets from other institutions. For more information, see Trades Page (Siebel eBrokerage Only).
• My Profile hyperlink. Users can edit account nicknames, contact information, and passwords. For more information, see My Profile Page.
• Help hyperlink. Users can receive help using the Siebel eBanking application.
• Contact Us hyperlink. Users can send messages to service agents.
• Log Out hyperlink. Users click this hyperlink to exit the Siebel eBanking application.