Managing Accounts for Siebel Finance

An account is a company or individual with whom your company conducts business. It represents the relationship between your company and that company or individual. You can use the Account Details screen as the primary navigation tool for your customer interactions.

The following procedures related to accounts and account management are included in this topic:

• "Displaying Account Details"

• "Performing Needs Analysis for Accounts"

• "Modifying Account Information"

• "Modifying Contact Information for an Account"

• "Modifying Opportunity Information for an Account"

• "Modifying Address Information for an Account"

• "Modifying Activity Information for an Account"

• "Modifying Account Team Information for an Account"

• "Viewing Financial Account Information for an Account"

• "Viewing Recommendation Information for an Account"

• "Managing Application Information for an Account"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance.

  
  

Displaying Account Details

You can display account details by using the Accounts list.

To display account details 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane or work area.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. To view the related items for the selected account, tap the following names in the list in the left pane:

   • Contacts. Shows the contact information for the account. For more information, see "Modifying Contact Information for an Account".

   • Opportunities. Shows the opportunity information for the account. For more information, see "Modifying Opportunity Information for an Account".

   • Addresses. Shows the address information for the account. For more information, see "Modifying Address Information for an Account".

   • Activities. Shows the activity information for the account. For more information, see "Modifying Activity Information for an Account".

   • Account Team. Shows the account team information for the account. For more information, see "Modifying Account Team Information for an Account".

   • Financial Accounts. Shows the financial account information for the account. For more information, see "Viewing Financial Account Information for an Account".

   • Recommendations. Shows the product recommendations for the account as recorded by an Oracle Policy Automation (OPA) needs analysis. For more information, see the following topics:

     • "Performing Needs Analysis for Accounts"

     • "Viewing Recommendation Information for an Account"

   • Applications. Shows the application information for products for the account. For more information, see "Managing Application Information for an Account".

4. In the Accounts Lis, tap the name of an account in the Account field.

5. In the Account 360 View that appears, complete the following steps:

   1. In the account form applet, review additional details about the account.

      Some of the information in this form comes from fields in the non-mobile application for Siebel Finance.

   2. In the Timeline applet, review a timeline of the activities that are associated with the account.

      In the timeline, the icons denote the activity types, and the dates and times denote the ending dates and times of the activities.

      You can tap Activities in the left pane to view additional details about the activities in the timeline and about any other activities for the account, and then tap Account 360 View in the left pane to return to the Account 360 View.

   3. In the applet that contains tiles of opportunity records, review the opportunities associated with the account.

      In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.

      You can tap Opportunities in the left pane to view additional details about the opportunities in the tiles and about any other opportunities for the account, and then tap Account 360 View in the left pane to return to the Account 360 View.

   4. In the Needs Analysis applet, conduct an OPA needs analysis and initiate an application capture process for a product by completing the following steps in the following order:

      • Start the needs analysis as shown in "Performing Needs Analysis for Accounts".

      • Review product recommendations for the account as shown in "Viewing Recommendation Information for an Account".

      • Start the application capture process for a product and then save or submit the application as shown in "Applying for Products for an Account".

      • Track applications for products, resume existing applications, and sign completed applications as shown in "Managing Application Information for an Account".

Performing Needs Analysis for Accounts

You perform a needs analysis for an account to record information about the account. However, you do not automatically create a financial application when you perform a needs analysis.

To perform a needs analysis for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap the name of an account in the Accounts list.

3. In the Account 360 View that appears, complete the following steps:

   1. In the Needs Analysis applet, select a type of needs analysis.

      For example, select Savings.

   2. Tap Start New.

      Doing this initiates the needs analysis interview from OPA for the particular needs analysis selected in Step a.

      The needs analysis interview consists of a series of views and questions. The composition and structure of the needs analysis interview varies according to the OPA Rule Base set up for your implementation of the selected type of needs analysis.

      
      

      Note: For information about integrating Oracle Policy Automation (OPA) for Siebel business applications, which includes creating and deploying rule base definitions in OPA, see Siebel Self Service Administration Guide. For information about the OPA-specific workflows for Siebel Finance, see Chapter 10, "Oracle Policy Automation Integration Workflows for Siebel Finance." The sample Oracle Policy Automation rule base that is shipped with the product illustrates the capabilities of the integration between Oracle Policy Automation and Siebel Mobile.

      
      

      After completing the needs analysis interview, the Recommendations screen appears. For more information, see "Viewing Recommendation Information for an Account" and "Applying for Products for an Account".

Modifying Account Information

Complete the following procedure to modify account information.

To modify account information 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Update an existing account as follows:

   1. Tap an account in the Accounts list.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new account as follows:

   1. Tap the plus (+) icon in the right pane.

   2. Enter the information for the new account on the form that appears, and then save the record.

Modifying Contact Information for an Account

Complete the following procedure to modify the contact information for an account.

To modify the contact information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account contact as follows:

   1. Tap Contacts in the list in the left pane.

      All contacts associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing contact to the account as follows:

   1. Tap Contacts in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new account contact as follows:

   1. Tap Contacts in the list in the left pane, and then tap the double plus (++) icon in the right pane.

   2. Enter the information for the new contact on the form that appears, and then save the record.

Modifying Opportunity Information for an Account

Complete the following procedure to modify the opportunity information for an account.

To modify the opportunity information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account opportunity as follows:

   1. Tap Opportunities in the list in the left pane.

      All opportunities associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new account opportunity as follows:

   1. Tap Opportunities in the list in the left pane, and then tap the double plus (++) icon in the right pane.

   2. Enter the information for the new opportunity on the form that appears, and then save the record.

Modifying Address Information for an Account

Complete the following procedure to modify the address information for an account.

To modify the address information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account address as follows:

   1. Tap Addresses in the list in the left pane.

      All addresses associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the address that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing address to the account as follows:

   1. Tap Addresses in the list in the left pane, then tap the plus (+) icon in the right pane.

   2. Choose the Address on the list that appears, and then tap OK.

5. Create a new account address as follows:

   1. Tap Addresses in the list in the left pane, and then tap the double plus (++) icon in the right pane.

   2. Enter the information for the new address on the form that appears, and then save the record.

Modifying Activity Information for an Account

Complete the following procedure to modify the activity information for an account.

To modify the activity information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account activity as follows:

   1. Tap Activities in the list in the left pane.

      All activities associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the activity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new account activity as follows:

   1. Tap Activities in the list in the left pane, then tap the plus (+) icon in the right pane.

   2. Enter the information for the new activity on the form that appears, and then save the record.

Modifying Account Team Information for an Account

Complete the following procedure to modify the account team information for an account.

To modify the account team information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Update an existing account team as follows:

   1. Tap Account Team in the list in the left pane.

      All account teams associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing person to the account team as follows:

   1. Tap Account Team in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Choose the person on the list that appears, and then tap OK.

Viewing Financial Account Information for an Account

Complete the following procedure to view the financial account information for an account. You cannot modify financial account information for an account.

To view the financial account information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

3. Tap Financial Accounts in the list in the left pane.

   All financial accounts associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

4. Tap the financial account that you want to view.

Viewing Recommendation Information for an Account

Complete the following procedure to view the product recommendation information for an account where a needs analysis has been completed.

Product recommendations are regarded as a suitable fit for an account and an application capture process can be initiated for recommended products as shown in "Applying for Products for an Account".

To view the recommendation information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   You must select an account where a needs analysis has been completed, otherwise there will be no recommendation information for the account.

3. Tap Recommendations in the list in the left pane.

   All (product) recommendations associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   The product recommendations shown in this view come from the needs analysis that you started in "Performing Needs Analysis for Accounts".

Applying for Products for an Account

Applying for a product for an account involves initiating an application capture process for the product and then submitting the completed application for the product from the Recommendations view. Product recommendations are regarded as a suitable fit for an account.

To apply for a product for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   You must select an account where a needs analysis has been completed, otherwise there will be no recommendation information for the account.

3. Tap Recommendations in the list in the left pane.

   All product recommendations associated with the account appear in the right pane, and all details for the selected account appear above the list in the right pane.

   The product recommendations shown come from the needs analysis that you started in "Performing Needs Analysis for Accounts".

4. If required, tap Detail to start a Viewer to present additional information about the product and obtain feedback from customers about the presented content.

   The Viewer that you start is similar to the PCD Viewer that is used to deliver personalized content to customers in the Siebel Pharma application. For information about how to use the Viewer, see the following topics:

   • "Using the PCD Viewer in Siebel Mobile"

   • "Showing Presentations in Siebel Mobile"

   • "Recording Responses to Presentations in Siebel Mobile"

5. In the Products applet, select a product and then tap Apply.

   Doing this initiates the application capture process from OPA for the product. The composition and structure of the application capture process varies according to the OPA Rule Base set up for your implementation of the application capture process for the selected product.

   
   

   Note: For information about integrating Oracle Policy Automation (OPA) for Siebel business applications, which includes creating and deploying rule base definitions in OPA, see Siebel Self Service Administration Guide. For information about the OPA-specific workflows for Siebel Finance, see Chapter 10, "Oracle Policy Automation Integration Workflows for Siebel Finance." The sample Oracle Policy Automation rule base that is shipped with the product illustrates the capabilities of the integration between Oracle Policy Automation and Siebel Mobile.

   
   

   The following options are typically available to navigate the Application Capture view:

   • Next and Back. Tap Next to progress through the application capture process or Back to return to the previous step in the application capture process.

   • Save. Tap to save the application details you have captured so far and exit the application capture process.

     An application record is created under the Accounts, Applications view to which you can return at a later date to complete. For information about resuming a previously saved application, see "Managing Application Information for an Account".

   • Submit. Tap to submit the completed application for a product.

     An application record is created under the Accounts, Applications view. After you submit an application for a product, the application must be signed to complete the overall application capture process. For more information, see "Managing Application Information for an Account".

   • Close. Tap to exit the application capture process without saving the changes.

Managing Application Information for an Account

Managing application information involves tracking the status of submitted applications, resuming any previously saved applications for products that have not been submitted, and signing any submitted applications.

To manage the application information for an account 

1. Tap the Side Menu icon on the application banner, and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the right pane.

   • A list in the left pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   You must select an account where a needs analysis has been completed, otherwise there will be no recommendation information for the account.

3. Tap Applications in the list in the left pane.

   All application information associated with the account appears in the right pane, and all details for the selected account appears above the list in the right pane.

4. To resume an existing application in Saved status:

   1. Select an application that has a status of Saved.

   2. Tap Resume to return to the application capture session, and then complete the application as required.

      When you tap Resume, the application capture process starts on the screen where you chose to save and exit the application capture process.

   3. Tap Submit to submit the completed application.

5. To sign a completed application:

   1. Tap an application that has a status of Submitted.

   2. Tap Sign.

      Information about the application appears.

   3. In the Contact field, select the name of the contact who signs the application.

   4. Capture the signature of the contact in the signature input box.

      If you make a mistake when capturing the signature, tap Clear to clear the signature and start again.

   5. Save the record.