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Siebel Finance Guide > Managing Financial Needs Analyses > Creating Investment Objectives and the Portfolio MixAdministrators can add or modify investment objectives as well as create asset and fund portfolio distributions in the Securities views in the Finance Administration screen. Several Portfolio Objectives are provided in the standard Siebel Finance application. If you must make changes to the assets or funds used to score the investment objectives in the Investments subview of the Needs Analysis view in the Contacts screen, you can change the score calculations in the FINS Investment NA Action business component by making changes to the applicable fields, such as these:
You can even apply a different algorithm to compute the scores if, for example, you want to add more questions or convert the average score to a number divisible by 3 or 5 instead of 4. To create an investment objective
Performing Portfolio Mix AdministrationAfter you create a new investment objective, you can set up the portfolio mix for the investment objective. |
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