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Siebel Order Management Guide Addendum for Financial Services > Managing Financial Service Applications > Applying for Financial Products from a Needs-Analysis RecommendationYou can collect additional, financial-needs information from the customer about income and financial goals. Then use the Needs Analysis view in the Household summary view to generate a list of product recommendations. The list of product recommendations includes individual financial products as well as product packages and bundles related to the criteria entered during the needs-analysis process. NOTE: The needs analysis for a household is based on the primary contact of a household. Before performing a needs analysis, the primary contact must be set. For more information regarding contacts and households, see Siebel Finance Guide. This task is a step in Process of Creating a Financial Services Application. To add financial products from needs-analysis recommendations
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