Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Features in User Interface for Siebel eBanking and Siebel eBrokerage >

Accounts Page

In Siebel eBanking, the term accounts refers to financial accounts. Accounts can include asset accounts and liability accounts. Asset accounts include demand deposits (checking), savings, money markets, certificates of deposit, and investments. Liability accounts include credit cards and loans.

A financial account is a customer's instance of a financial product. For example, a customer's personal savings account has a unique identifying number and is an instance of a savings account product that a financial institution offers. For information about adding or modifying financial accounts, see Siebel Finance Guide.

Users can drill down on the Account Number field to view additional information about the transaction history for the account. Users can also download account transactions into a spreadsheet application.

Table 4 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.

In addition to the tasks described in Siebel Finance Guide, additional tasks are required for financial accounts to appear in Siebel eBanking. Confirm the following attributes of the financial account and underlying product:

• The Status field for the financial account is set to Open.
• Each financial account has an Account Type field. This field is inherited from the Type field on the product that is associated with the account. You can view the Type field in the Administration - Product screen, then the More Info view. The product type must correspond to the filters used in the user interface.
• Each financial account is associated with at least one contact, and a primary contact is set.
• In Siebel eBanking, the Alias field in the FINCORP Account business component stores the account nickname. A nickname is a name that the end user defines in the My Profile page of Siebel eBanking.

Current Balance Summary Applet in Summary View (FINS eBanking Contact Account Balance Form Applet)

The total asset and liability balance fields are calculated in the following manner:

• The underlying business component queries for all financial accounts for which the user is a contact on the financial account. (The user does not have to be the primary contact on the financial account.)
• The business component sums up the asset and liabilities as follows:
  • Asset. All accounts for which the associated product category is Asset.
  • Liabilities. All accounts for which the associated product category is Liability.

NOTE:  The calculation is a simple arithmetic addition of all Current Balance fields and assumes that the currency type on all accounts is the same.

Deposits and Investments Applet in Summary View

This applet contains all financial accounts for which the associated product category is Asset.

NOTE:  The Account Type field controls the navigation to the Account Detail view. There is one Account Detail view for each account type. If you introduce new account types, then you must also confirm that an appropriate Account Detail view corresponds to these new account types.

Credit and Loans Applet in Summary View

This applet contains all financial accounts for which the associated product category is Liability.

Select Account Applet in Account Detail Views

This applet provides quick access to all financial accounts that for the user. This applet does not function properly if the user is not the primary contact on all financial accounts that appear in Siebel eBanking.

Download in Account Detail Views

Customers can download account transaction information for any of their accounts to a comma-separated values (CSV) file. They can then open and view this file using common spreadsheet applications. Figure 1 shows an example of this file type opened in a spreadsheet application.

Figure 1. Example CSV File Opened in a Spreadsheet Application