Siebel Finance Guide > Business Services for Siebel Financial Services > Customer Authentication Manager >
Invoking Customer Authentication Manager
Customer Authentication Manager is available preconfigured on the Contact, Members, and Providers screens. However, using Siebel Workflow, you can invoke the Customer Authentication Manager from any screen that contains a Contact, Member, or Provider business component. To authenticate a contact
- Navigate to the Contacts List view.
- Select the contact to authenticate and click the Authentication Manager icon on the toolbar.
The Siebel Authentication Manager dialog box appears.
- Check the Confirmed checkbox for each field listed.
- Do one of the following:
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Authenticate. |
Authenticate. If all required fields are confirmed, the authentication succeeds. |
Use an alternate template. |
Alternate. If an alternate template is defined, it appears. |
Cancel authentication. |
Cancel. |
NOTE: When Authentication Manager is invoked, if a matching template is not identified, an error message appears.
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