10Using the Siebel Mobile Connected Application for Siebel Finance
Using the Siebel Mobile Connected Application for Siebel Finance
This chapter describes the tasks that a user of the Siebel Mobile application for Siebel Finance can execute in online (connected) mode. It includes the following topics:
Using the Home Page for Siebel Finance
The following procedures related to using the Siebel Mobile application for Siebel Finance home page are included in this topic:
Scheduling and Viewing Activities on the Home Page
On the home page, you can schedule and view activities in the calendar. For more information about using the calendar to schedule and view activities, see Siebel Fundamentals Guide.
Accessing New Records From the Home Page
From the home page, you can quickly access the following types of recently created records: applications, leads, items needing approval, and opportunities. After you access the new records for one type, you can navigate back to the home page to access the new records for a different type.
To access new records from the home page
Tap Side Menu and then tap Home to display the home page.
Tap in the tile containing the graphic and link for the type of new records that you want to access.
The tile is highlighted.
Tap the link under the graphic in the tile, and note the following:
If you tap the Open Applications link, a list of financial applications associated with your user ID appears.
If you tap the New Leads link, a list of new leads appears.
If you tap the Approvals link, any items that need your approval appear in the inbox. For more information about approving items in the inbox and about the inbox in general, see Siebel Applications Administration Guide.
If you tap the New Opportunities link, a list of new opportunities appears.
Reviewing Charts on the Home Page
On the home page, you can review the following charts:
Sales Pipeline Phases. For each sales phase associated with opportunities, this chart shows its percent of the total revenue associated with all opportunities for which the date in the Close Date field is 90 days after the current date.
The sales phases that appear in this chart are equivalent to the sales stages for opportunities. The sales methods for opportunities determine the sales stages for those opportunities.
Number of Opportunities by Product. For each product, this chart shows the number of opportunities with an Open value in the Sales Stage field.
To review charts on the home page
Tap Side Menu and then tap Home Page to display the home page.
The charts appear on the home page.
Reviewing Opportunities From the Home Page
From the home page, you can review all opportunities.
To review opportunities from the home page
Tap Side Menu and then tap Home to display the home page.
An applet containing tiles of opportunity records appears. In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.
To see additional details about an opportunity, tap the name of the opportunity (next to its tile).
To return to the home page, repeat the first step in this procedure.
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 (Siebel Finance)
You can display account details by using the Accounts list.
To display account details
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
To view the related items for the selected account, tap the following names in the list in the side 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:
Applications. Shows the application information for products for the account. For more information, see Managing Application Information for an Account.
In the Accounts Lis, tap the name of an account in the Account field.
In the Account 360 View that appears, complete the following steps:
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.
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 side 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 side pane to return to the Account 360 View.
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 side 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 side pane to return to the Account 360 View.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap the name of an account in the Accounts list.
In the Account 360 View that appears, complete the following steps:
In the Needs Analysis applet, select a type of needs analysis.
For example, select Savings.
Tap Start New.
Doing this initiates the needs analysis interview from OPA for the particular needs analysis selected in the previous step.
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.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Update an existing account as follows:
Tap an account in the Accounts list.
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.
Create a new account as follows:
Tap New (the plus (+) icon) in the main pane.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
Update an existing account contact as follows:
Tap Contacts in the list in the side pane.
All contacts associated with the account appear in the Contacts list in the main pane.
Tap the contact that you want to update.
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.
Add an existing contact to the account as follows:
Tap Contacts in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the contact on the list that appears, and then tap OK.
Create a new account contact as follows:
Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
Update an existing account opportunity as follows:
Tap Opportunities in the list in the side pane.
All opportunities associated with the account appear in the Opportunities list in the main pane.
Tap the opportunity that you want to update.
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.
Create a new account opportunity as follows:
Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
Update an existing account address as follows:
Tap Addresses in the list in the side pane.
All addresses associated with the account appear in the Addresses list in the main pane.
Tap the address that you want to update.
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.
Add an existing address to the account as follows:
Tap Addresses in the list in the side pane, and then tap Add (the plus (+) icon) in the main pane.
Choose the Address on the list that appears, and then tap OK.
Create a new account address as follows:
Tap Addresses in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
Update an existing account activity as follows:
Tap Activities in the list in the side pane.
All activities associated with the account appear in the Activities list in the main pane.
Tap the activity that you want to update.
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.
Create a new account activity as follows:
Tap Activities in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
Update an existing account team as follows:
Tap Account Team in the list in the side pane.
All account teams associated with the account appear in the Account Team list in the main pane.
Tap the team member that you want to update.
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.
Add an existing person to the account team as follows:
Tap Account Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
Tap an account in the Accounts list.
Tap Financial Accounts in the list in the side pane.
All financial accounts associated with the account appear in the Financial Accounts list in the main pane.
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 the following image.
To view the recommendation information for an account
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
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.
Tap Recommendations in the list in the side pane.
All (product) recommendations associated with the account appear in the Recommendations list in the main 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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
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.
Tap Recommendations in the list in the side pane.
All product recommendations associated with the account appear in the Recommendations list in the main pane.
The product recommendations shown come from the needs analysis that you started in Performing Needs Analysis for Accounts.
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:
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 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
Tap Side Menu and then tap Accounts to display the following:
The Accounts list and details for the selected account in the main pane.
A list in the side pane in which you can select the related items for accounts.
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.
Tap Applications in the list in the side pane.
All application information associated with the account appears in the Applications list in the main pane.
To resume an existing application in Saved status:
Select an application that has a status of Saved.
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.
Tap Submit to submit the completed application.
To sign a completed application:
Tap an application that has a status of Submitted.
Tap Sign.
Information about the application appears.
In the Contact field, select the name of the contact who signs the application.
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.
Save the record.
Managing Contacts for Siebel Finance
A contact is an individual with whom your company conducts business or expects to conduct business in the future. It can be an employee of another company, an independent consultant, a vendor, or an acquaintance.
The following procedures related to contacts and contact management are included in this topic:
Displaying Contact Details (Siebel Finance)
You can display contact details by using the Contacts list.
To display contact details
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
To view the related items for the selected contact, tap the following names in the list in the side pane:
Opportunities. Shows the opportunity information for the contact. For more information, see Modifying Opportunity Information for a Contact.
Contact Team. Shows the contact team information for the contact. For more information, see Modifying Contact Team Information for a Contact.
Addresses. Shows the address information for the contact. For more information, see Modifying Address Information for a Contact.
Financial Accounts. Shows the financial account information for the contact. For more information, see Viewing Financial Account Information for a Contact.
Notes. Shows the note information for the contact. For more information, see Modifying Note Information for a Contact.
Activities. Shows the activity information for the contact. For more information, see Modifying Activity Information for a Contact.
Recommendations. Shows the product recommendations for the contact as recorded by the Oracle Policy Automation (OPA) needs analysis. For more information, see the following:
Applications. Shows the application information for products for the contact. For more information, see Managing Application Information for a Contact.
In the Contacts list, tap the last name of a contact in the Last Name field.
In the Contact 360 View that appears, complete the following steps:
In the contact form applet, review additional details about the contact.
Some of the information in this form comes from fields in the non-mobile application for Siebel Finance.
In the Timeline applet, review a timeline of the activities that are associated with the contact.
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 side pane to view additional details about the activities in the timeline and about any other activities for the contact, and then tap Contact 360 View in the side pane to return to the Contact 360 View.
In the applet that contains tiles of opportunity records, review the opportunities associated with the contact.
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 side pane to view additional details about the opportunities in the tiles and about any other opportunities for the contact, and then tap Contact 360 View in the side pane to return to the Contact 360 View.
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 Contacts.
Review product recommendations for the account as shown in Viewing Recommendation Information for a Contact.
Start the application capture process for a product and then save or submit the application as shown in Applying for Products for a Contact.
Track applications for products, resume existing applications, and sign completed applications as shown in Managing Application Information for a Contact.
Performing Needs Analysis for Contacts
You perform a needs analysis for a contact to record information about the contact. However, you do not automatically create a financial application when you perform a needs analysis.
To perform a needs analysis for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap the last name of a contact in the Contacts list.
In the Contact 360 View that appears, complete the following steps:
In the Needs Analysis applet, select a type of needs analysis.
For example, select Savings.
Tap Start New.
Doing this initiates the needs analysis interview from OPA for the particular needs analysis selected in the previous step.
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.
After completing the needs analysis interview, the Recommendations screen appears. For more information, see Viewing Recommendation Information for a Contact and Applying for Products for a Contact.
Modifying Contact Information
Complete the following procedure to modify contact information.
To modify contact information
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Update an existing contact as follows:
Tap a contact in the Contacts list.
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.
Create a new contact as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new contact on the form that appears, and then save the record.
Modifying Opportunity Information for a Contact
Complete the following procedure to modify the opportunity information for a contact.
To modify the opportunity information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
Update an existing contact opportunity as follows:
Tap Opportunities in the list in the side pane.
All opportunities associated with the contact appear in the Opportunities list in the main pan.
Tap the opportunity that you want to update.
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.
Add an existing opportunity to the contact as follows:
Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the opportunity on the list that appears, and then tap OK.
Create a new contact opportunity as follows:
Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new opportunity on the form that appears, and then save the record.
Modifying Contact Team Information for a Contact
Complete the following procedure to modify the contact team information for a contact.
To modify the contact team information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
Update an existing contact team as follows:
Tap Contact Team in the list in the side pane.
All contact teams associated with the contact appear in the Contact Team list in the main pane.
Tap the team member that you want to update.
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.
Add an existing person to the contact team as follows:
Tap Contact Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
- Choose the person on the list that appears, and then tap OK.
Modifying Address Information for a Contact
Complete the following procedure to modify the address information for a contact.
To modify the address information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
Update an existing contact address as follows:
Tap Addresses in the list in the side pane.
All addresses associated with the contact appear in the Addresses list in the main pane.
Tap the address that you want to update.
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.
Add an existing address to the contact as follows:
Tap Addresses in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the address on the list that appears, then tap OK.
Create a new contact address as follows:
Tap Addresses in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new address on the form that appears, and then save the record.
Viewing Financial Account Information for a Contact
Complete the following procedure to view the financial account information for a contact. You cannot modify financial account information for a contact.
To view the financial account information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
Tap Financial Accounts in the list in the side pane.
All financial accounts associated with the contact appear in the Financial Accounts list in the main pane.
Tap the financial account that you want to view.
Modifying Note Information for a Contact
Complete the following procedure to modify the note information for a contact.
To modify the note information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
Update an existing contact note as follows:
Tap Notes in the list in the side pane.
All notes associated with the contact appear in the Notes list in the main pane.
Tap the note that you want to update.
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.
Create a new contact note as follows:
Tap Notes in the list in the side pane and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new note on the form that appears, and then save the record.
Modifying Activity Information for a Contact
Complete the following procedure to modify the activity information for a contact.
To modify the activity information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
Update an existing contact activity as follows:
Tap Activities in the list in the side pane.
All activities associated with the contact appear in the Activities list in the main pane.
Tap the activity that you want to update.
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.
Create a new contact activity as follows:
Tap Activities in the list in the side pane and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new activity on the form that appears, and then save the record.
Viewing Recommendation Information for a Contact
Complete the following procedure to view the product recommendation information for a contact where a needs analysis has been completed.
Product recommendations are regarded as a suitable fit for a contact and an application process can be initiated for recommended products as shown in the following image.
To view the recommendation information for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.
Tap Recommendations in the list in the side pane.
All product recommendations associated with the contact appear in the Recommendations list in the main pane.
The product recommendations shown come from the needs analysis that you started in Performing Needs Analysis for Contacts.
Applying for Products for a Contact
Applying for products for a contact 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 a contact.
To apply for a product for a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.
Tap Recommendations in the list in the side pane and then verify the recommendations.
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 you use to deliver personalized content to customers in the Siebel Pharma application. For more information about how to use the Viewer, see the following topics:
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 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 Save to save the application details you have captured so far and exit the application capture process
An application record is created under the Contacts, Applications view to which you can return at a later date to complete the process. For more information, see Managing Application Information for a Contact.
Submit. Tap to submit the completed application for the product.
An application record is created under the Contacts, 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 a Contact.
Close. Tap to exit the application capture process without saving the latest changes.
Managing Application Information for a Contact
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 a contact
Tap Side Menu and then tap Contacts to display the following:
The Contacts list and details for the selected contact in the main pane.
A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.
You must select a contact where a needs analysis has been completed, otherwise there will be no recommendation information for the contact.
Tap Applications in the list in the side pane.
All application information associated with the contact appears in the Applications list in the main pane.
To resume an existing application in Saved status:
Select an application that has a status of Saved.
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 choose to save and exit the application capture process.
Tap Submit to submit the completed application.
To sign a completed application:
Tap an application that has a status of Submitted.
Tap Sign.
Information about the application appears.
In the Contact field, select the name of the contact who signs the application.
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.
Save the record when finished.
Managing Financial Applications for Siebel Finance
An financial application is a form that an individual or company submits to set up a financial account.
The following procedure related to financial applications and financial application management is included in this topic:
Displaying Financial Application Details
You can display financial application details by using the Applications list. You cannot modify financial application information. This information originates in the non-mobile application for Siebel Finance.
To display financial application details
Tap Side Menu and then tap Applications to display the Applications list and details for the selected financial application in the main pane.
Tap a financial application in the Financial Applications list.
Managing Opportunities for Siebel Finance
An opportunity is a potential revenue-generating event. It is usually associated with an account and one or more contacts, products, activities, and quotes.
The following procedures related to opportunities and opportunity management are included in this topic:
Displaying Opportunity Details (Siebel Finance)
You can display opportunity details by using the Opportunities list.
To display opportunity details
Tap Side Menu and then tap Opportunities to display the following:
The Opportunities list and details for the selected opportunity in the main pane.
A list in the side pane in which you can select the related items for opportunities.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear after the list in the main pane.
To view the related items for the selected opportunity, tap the following names in the list in the side pane:
Contacts. Shows the contact information for the opportunity. For more information, see Modifying Contact Information for an Opportunity.
Products. Shows the product information for the opportunity. For more information, see Modifying Product Information for an Opportunity.
Quotes. Shows the quote information for the opportunity. For more information, see Modifying Quote Information for an Opportunity.
Activities. Shows the activity information for the opportunity. For more information, see Modifying Activity Information for an Opportunity.
Opportunity Team. Shows the opportunity team information for the opportunity. For more information, see Modifying Opportunity Team Information for an Opportunity.
Modifying Opportunity Information
Complete the following procedure to modify opportunity information.
To modify opportunity information
Tap Side Menu and then tap Opportunities to display the following:
The Opportunities list and details for the selected opportunity in the main pane.
A list in the side pane in which you can select the related items for opportunities.
Update an existing opportunity as follows:
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear after the list in the main pane.
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.
Create a new opportunity as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new opportunity on the form that appears, and then save the record.
Modifying Contact Information for an Opportunity
Complete the following procedure to modify the contact information for an opportunity.
To modify the contact information for an opportunity
Tap Side Menu and then tap Opportunities to display the following:
The Opportunities list and details for the selected opportunity in the main pane.
A list in the side pane in which you can select the related items for opportunities.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear after the list in the main pane.
Update an existing opportunity contact as follows:
Tap Contacts in the list in the side pane.
All contacts associated with the opportunity appear in the Contacts list in the main pane.
Tap the contact that you want to update.
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.
Add an existing contact to the opportunity as follows:
Tap Contacts in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the contact on the list that appears, and then tap OK.
Create a new opportunity contact as follows:
Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new contact on the form that appears, and then save the record.
Modifying Product Information for an Opportunity
Complete the following procedure to modify the product information for an opportunity.
To modify the product information for an opportunity
Tap Side Menu and then tap Opportunities to display the following:
The Opportunities list and details for the selected opportunity in the main pane.
A list in the side pane in which you can select the related items for opportunities.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear after the list in the main pane.
Update an existing opportunity product as follows:
Tap Products in the list in the side pane.
All products associated with the opportunity appear in the Products list in the main pane.
Tap the product that you want to update.
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.
Create a new opportunity product as follows:
Tap Products in the list in the side pane and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new product on the form that appears, and then save the record.
Modifying Quote Information for an Opportunity
Complete the following procedure to modify the quote information for an opportunity.
To modify the quote information for an opportunity
Tap Side Menu and then tap Opportunities to display the following:
The Opportunities list and details for the selected opportunity in the main pane.
A list in the side pane in which you can select the related items for opportunities.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear after the list in the main pane.
Update an existing opportunity quote as follows:
Tap Quotes in the list in the side pane.
All quotes associated with the opportunity appear in the Quotes list in the main pane.
Tap the quote that you want to update.
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.
Create a new opportunity quote as follows:
Tap Quotes in the list in the side pane and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new quote on the form that appears, and then save the record.
Modifying Activity Information for an Opportunity
Complete the following procedure to modify the activity information for an opportunity.
To modify the activity information for an opportunity
Tap Side Menu and then tap Opportunities to display the following:
The Opportunities list and details for the selected opportunity in the main pane.
A list in the side pane in which you can select the related items for opportunities.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear after the list in the main pane.
Update an existing opportunity activity as follows:
Tap Activities in the list in the side pane.
All activities associated with the opportunity appear in the Activities list in the main pane.
Tap the activity that you want to update.
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.
Create a new opportunity activity as follows:
Tap Activities in the list in the side pane and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new activity on the form that appears, and then save the record.
Modifying Opportunity Team Information for an Opportunity
Complete the following procedure to modify the opportunity team information for an opportunity.
To modify the opportunity team information for an opportunity
Tap Side Menu and then tap Opportunities to display the following:
The Opportunities list and details for the selected opportunity in the main pane.
A list in the side pane in which you can select the related items for opportunities.
Tap an opportunity in the Opportunities list.
All details for the selected opportunity appear after the list in the main pane.
Update an existing opportunity team as follows:
Tap Opportunity Team in the list in the side pane.
All opportunity teams associated with the opportunity appear in the Opportunity Team list in the main pane.
Tap the team member that you want to update.
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.
Add an existing person to the opportunity team as follows:
Tap Opportunity Team in the list in the side pane and then tap New (the plus (+) icon) in the main pane.
Choose the person on the list that appears, and then tap OK.
Managing Households for Siebel Finance
A household is a group of people who live together in the same dwelling.
The following procedures related to households and household management are included in this topic:
Displaying Household Details
You can display household details by using the Households list.
To display household details
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Tap a household in the Households list.
To view the related items for the selected household, tap the following names in the list in the side pane:
Contacts. Shows the contact information for the household. For more information, see Modifying Contact Information for a Household.
Notes. Shows the note information for the household. For more information, see Viewing Note Information for a Household.
Activities. Shows the activity information for the household. For more information, see Viewing Activity Information for a Household.
Opportunities. Shows the opportunity information for the household. For more information, see Viewing Opportunity Information for a Household.
Financial Accounts. Shows the financial information for the household. For more information, see Viewing Financial Account Information for a Household.
Addresses. Shows the address information for the household. For more information, see Modifying Address Information for a Household.
Modifying Household Information
Complete the following procedure to modify household information.
To modify household information
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Update an existing household as follows:
Tap a household in the Households list.
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.
Create a new household as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new household on the form that appears, and then save the record.
Modifying Contact Information for a Household
Complete the following procedure to modify the contact information for a household.
If you associate multiple contacts with a household, you can designate one of the contacts as the primary contact. The name of this primary contact appears in the Head of Household field for the household record.
To modify the contact information for a household
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Tap a household in the Households list.
Update an existing household contact as follows:
Tap Contacts in the list in the side pane.
All contacts associated with the household appear in the Contacts list in the main pane.
Tap the contact that you want to update.
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.
Add an existing contact to the household as follows:
Tap Contacts in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the contact on the list that appears, and then tap OK.
Create a new household contact as follows:
Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new contact on the form that appears, and then save the record.
Viewing Note Information for a Household
Complete the following procedure to view the note information for a household.
You can view the note information that is associated with all contacts of the household. For information about modifying the note information for each contact of the household, Modifying Note Information for a Contact.
To view the note information for a household
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Tap a household in the Households list.
Tap Notes in the list in the side pane.
All notes associated with the household appear in the Notes list in the main pane.
Tap the note that you want to view.
Viewing Activity Information for a Household
Complete the following procedure to view the activity information for a household.
You can view the activity information that is associated with all contacts of the household. For information about modifying the activity information for each contact of the household, Modifying Activity Information for a Contact.
To view the activity information for a household
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Tap a household in the Households list.
Tap Activities in the list in the side pane.
All activities associated with the household appear in the Activities list in the main pane.
Tap the activity that you want to view.
Viewing Opportunity Information for a Household
Complete the following procedure to view the opportunity information for a household.
You can view the opportunity information that is associated with all contacts of the household. For information about modifying the opportunity information for each contact of the household, Modifying Opportunity Information for a Contact.
To view the opportunity information for a household
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Tap a household in the Households list.
Tap Opportunities in the list in the side pane.
All opportunities associated with the household appear in the Opportunities list in the main pane.
Tap the opportunity that you want to view.
Viewing Financial Account Information for a Household
Complete the following procedure to view the financial account information for a household. You cannot modify financial account information for a household.
You can view the financial account information that is associated with all contacts of the household. For information about viewing the financial account information for each contact of the household, Viewing Financial Account Information for a Contact.
To view the financial account information for a household
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Tap a household in the Households list.
Tap Financial Accounts in the list in the side pane.
All financial accounts associated with the household appear in the Financial Accounts list in the main pane.
Tap the financial account that you want to view.
Modifying Address Information for a Household
Complete the following procedure to modify the address information for a household.
To modify the address information for a household
Tap Side Menu and then tap Households to display the following:
The Households list and details for the selected household in the main pane.
A list in the side pane in which you can select the related items for households.
Tap a household in the Households list.
Update an existing household address as follows:
Tap Addresses in the list in the side pane.
All addresses associated with the household appear in the Addresses list in the main pane.
Tap the address that you want to update.
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.
Add an existing address to the household as follows:
Tap Addresses in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the Address on the list that appears, and then tap OK.
Create a new household address as follows:
Tap Addresses in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new address on the form that appears, and then save the record.
Managing Financial Accounts for Siebel Finance
A financial account is a record of the monetary transactions for an individual or company.
The following procedures related to financial accounts and financial account management are included in this topic:
Modifying Service Request Information for a Financial Account
Viewing Transaction Detail Information for a Financial Account
Displaying Financial Account Details
You can display financial account details by using the Financial Accounts list. You cannot modify financial account information. This information originates in the non-mobile application for Siebel Finance.
To display financial account details
Tap Side Menu and then tap Financial Accounts to display the following:
The Financial Accounts list and details for the selected financial account in the main pane.
A list in the side pane in which you can select the related items for financial accounts.
Tap a financial account in the Financial Accounts list.
To view the related items for the selected financial account, tap the following names in the list in the side pane:
Service Requests. Shows the service request information for the financial account. For more information, see Modifying Service Request Information for a Financial Account.
Balance History. Shows the balance history information for the financial account. For more information, see Viewing Balance History Information for a Financial Account.
Transaction Detail. Shows the transaction detail information for the financial account. For more information, see Viewing Transaction Detail Information for a Financial Account.
Modifying Service Request Information for a Financial Account
Complete the following procedure to modify the service request information for a financial account.
To modify the service request information for a financial account
Tap Side Menu and then tap Financial Accounts to display the following:
The Financial Accounts list and details for the selected financial account in the main pane.
A list in the side pane in which you can select the related items for financial accounts.
Tap a financial account in the Financial Accounts list.
Update an existing financial account service request as follows:
Tap Service Requests in the list in the side pane.
All service requests associated with the financial account appear in the Service Requests list in the main pane.
Tap the service request that you want to update.
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.
Create a new financial account service request as follows:
Tap Service Requests in the list in the side pane and then tap New (the plus (+) icon) in the main pane.
Enter the information for the new service request on the form that appears, and then save the record.
Viewing Balance History Information for a Financial Account
Complete the following procedure to view the balance history information for a financial account.
To view the balance history information for a financial account
Tap Side Menu and then tap Financial Accounts to display the following:
The Financial Accounts list and details for the selected financial account in the main pane.
A list in the side pane in which you can select the related items for financial accounts.
Tap a financial account in the Financial Accounts list.
Tap Balance History in the list in the side pane.
All balance histories associated with the financial account appear in the Balance History list in the main pane.
Tap the balance history that you want to view.
Viewing Transaction Detail Information for a Financial Account
Complete the following procedure to view the transaction detail information for a financial account.
To view the transaction detail information for a financial account
Tap Side Menu and then tap Financial Accounts to display the following:
The Financial Accounts list and details for the selected financial account in the main pane.
A list in the side pane in which you can select the related items for financial accounts.
Tap a financial account in the Financial Accounts list.
Tap Transaction Detail in the list in the side pane.
All transaction details associated with the financial account appear in the Transaction Detail list in the main pane.
Tap the transaction detail that you want to view.
Managing Activities for Siebel Finance
An activity is a task that you perform for a contact, account, or opportunity.
The following procedures related to activities and activity management are included in this topic:
Displaying Activity Details (Siebel Finance)
You can display activity details by using the Activities list.
To display activity details
Tap Side Menu and then tap Activities to display the following:
The Activities list and details for the selected activity in the main pane.
A list in the side pane in which you can select the related items for activities.
Tap an activity in the Activities list.
All details for the selected activity appear after the list in the main pane.
To view the related items for the selected activity, tap the following names in the list in the side pane:
Contacts. Shows the contact information for the activity. For more information, see Modifying Contact Information for an Activity.
Employees. Shows the employee information for the activity. For more information, see Modifying Employee Information for an Activity.
Modifying Activity Information
Complete the following procedure to modify activity information.
To modify activity information
Tap Side Menu and then tap Activities to display the following:
The Activities list and details for the selected activity in the main pane.
A list in the side pane in which you can select the related items for activities.
Update an existing activity as follows:
Tap an activity in the Activities list.
All details for the selected activity appear after the list in the main pane.
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.
Create a new activity as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new activity on the form that appears, and then save the record.
Modifying Contact Information for an Activity
Complete the following procedure to modify the contact information for an activity.
To modify the contact information for an activity
Tap Side Menu and then tap Activities to display the following:
The Activities list and details for the selected activity in the main pane.
A list in the side pane in which you can select the related items for activities.
Tap an activity in the Activities list.
All details for the selected activity appear after the list in the main pane.
Update an existing activity contact as follows:
Tap Contacts in the list in the side pane.
All contacts associated with the activity appear in the Contacts list in the main pane.
Tap the contact that you want to update.
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.
Add an existing contact to the activity as follows:
Tap Contacts in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the contact on the list that appears, and then tap OK.
Create a new activity contact as follows:
Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new contact on the form that appears, and then save the record.
Modifying Employee Information for an Activity
Complete the following procedure to modify the employee information for an activity.
To modify the employee information for an activity
Tap Side Menu and then tap Activities to display the following:
The Activities list and details for the selected activity in the main pane.
A list in the side pane in which you can select the related items for activities.
Tap an activity in the Activities list.
All details for the selected activity appear after the list in the main pane.
Update an existing activity employee as follows:
Tap Employees in the list in the side pane.
All employees associated with the activity appear in the Employees list in the main pane
Tap the employee that you want to update.
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.
Add an existing employee to the activity as follows:
Tap Employees in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the employee on the list that appears, and then tap OK.
Managing Leads for Siebel Finance
A lead is a new prospect or existing customer who might become an opportunity.
The following procedures related to leads and lead management are included in this topic:
Displaying Lead Details (Siebel Finance)
You can display lead details by using the Leads list.
To display lead details
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
To view the related items for the selected lead, tap the following name in the side pane:
Opportunities. Shows the opportunity information for the lead. For more information, see the following:
Modifying Lead Information
Complete the following procedure to modify lead information.
To modify lead information
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Update an existing lead as follows:
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
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.
Create a new lead as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new lead on the form that appears, and then save the record.
Modifying Opportunity Information for a Lead
Complete the following procedure to modify the opportunity information for a lead.
To modify the opportunity information for a lead
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
Update an existing lead opportunity as follows:
Tap Opportunities in the list in the side pane.
All opportunities associated with the lead appear in the Opportunities list in the main pane.
Tap the opportunity that you want to update.
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.
Add an existing opportunity to the lead as follows:
Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.
Choose the opportunity on the list that appears, and then tap OK.
Create a new lead opportunity as follows:
Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.
Enter the information for the new opportunity on the form that appears, and then save the record.
Converting a Lead to an Opportunity
When you convert a lead to an opportunity, an opportunity record is automatically created for the lead using data from the lead. For more information about converting leads to opportunities, see Siebel Marketing User Guide.
To convert a lead to an opportunity
Tap Side Menu and then tap Leads to display the following:
The Leads list and details for the selected lead in the main pane.
A list in the side pane in which you can select the related items for leads.
Tap a lead in the Leads list.
All details for the selected lead appear after the list in the main pane.
Tap Convert to convert the lead to an opportunity.