1. Finance Guide
  2. What's New In This Release

7Managing Contacts

About Managing Contacts

Contacts are entities or individuals with whom the company does business with or with whom it expects to do business with in the future. Contacts includes employees of other companies, independent consultants, vendors, or personal acquaintances. Contacts can belong to only one company, but they can be part of many opportunities, including opportunities that do not involve their companies. Within Siebel Finance, contacts are presented in a single view of the customer and your relationship with the customer.

Caution: This chapter assumes you have renamed Siebel Account objects to Companies. By default, Siebel Finance installs using the term Accounts. For more information on renaming Siebel Account objects, see Siebel Database Upgrade Guide.

End users can:

  • Enter and track information about contacts, which includes products bought, details of signed agreements or contracts, and products previously recommended to the customer.

  • Document marketing campaigns and details of each customer’s response.

  • Maintain a complete history of service requests and product applications that the customer has made in the past.

  • Analyze a customer’s financial health as well as a customer’s needs.

The Contacts screen provides an alternative view of data that is available in other screens. Many tasks that can be performed in the Contacts views can also be performed in other screens. For example, users can create activities for a contact either in the Contact Activities view, or they can go to the My Activities view to enter a new activity, and then associate it with the contact. For more information on basic contact functionality and administration, see Siebel Applications Administration Guide. You can save time and reduce keystrokes by using a workflow to automate steps that are repeatedly performed by end users. For more information, see Siebel Business Process Framework: Workflow Guide.

Scenario for Adding a New Contact

This scenario features sample tasks performed by a sales representative and a private banker in the securities or banking industries. Your company might follow a different workflow according to its business requirements.

Sales Representative Adds a New Contact

At a conference, a new account representative meets a potential customer. The potential customer gives the new account representative his business card and informs her that he had recently moved to the area and is still looking for a financial institution to serve his small business and personal banking needs.

The new account representative returns to her office and enters her new acquaintance into Siebel Finance as a new contact. She can also enter his company information and associate the company with the contact. In the Relationship Hierarchy view, she can enter the relationships for this contact, including all companies he is associated with, the contact's business partners, lawyer, his family members, and other influential relationships. As the creator of this new contact record, she is automatically added to the coverage team as the primary representative for the customer. If necessary, she can also add the small business manager and other product experts to the coverage team so they can see this new contact in their My Contacts view.

As the customer is looking for personal and business services, the account representative can create separate opportunity records in Siebel Finance associated with the contact. In the opportunity records, she records the products and services the customer is interested in as well as other follow-up activities to serve the customer's financial needs.

In the scenario, end users are the new account representatives who manage company information in the field. They enter information to:

  • Add a new contact and associate him/her with companies

  • Use the Relationship view to enter all the contact's influential relationships

  • Add other account representatives to the coverage team

  • Create new opportunities associated with the contact

  • Create follow-up activities and assign them to the right representatives to close the potential opportunities

Private Banker Prepares for Sales Call

A private banker is preparing for a sales call. He reviews his client’s information by answering the following questions:

  • What company does this person work for?

  • What is the value of this customer’s relationship?

  • What is this person’s financial profile?

  • What financial accounts and products does the person already own? What might the person need in addition?

  • What types of service issues has the person had?

Access the Contacts screen to answer all of these questions.

In the scenario, end users are private bankers in the banking industry. They enter information to:

  • Add a new contact

  • Create a customer value assessment

  • View contact summary information

  • View the results of a customer value assessment

Process of Managing Contacts (End User)

This topic details sample tasks often performed by administrators and end-users when managing contacts. Your company might follow a different process according to its business requirements. The following list shows tasks end users typically perform when managing contacts:

Updating or Reviewing a Contact’s Holdings

Administrators can perform various procedures to review, add, and modify contact information through the Contacts Administration views in the Finance Administration screen.

The Investment Profile view allows administrators to create contacts’ profiles, such as overall objectives, financial goals, annual income, liquid net worth, experience, risk assessment, knowledge levels, and income tax bracket.

To update or review a contact’s holdings

  1. Navigate to the Contacts screen, and then the Contacts List view.

  2. In the Contacts list, select a contact and drill down on the contact’s name.

  3. Update the contact’s information as needed.

  4. Click the Holdings view tab, and select a financial account.

    The Financial Accounts and Holdings lists appear; the Financial Accounts list includes all of the Contact’s financial accounts at your organization.

  5. Scroll down to the Holdings list, and update the information as needed.

Updating or Reviewing a Contact’s Investment Profile

The Investment Profile view allows administrators to create contacts’ profiles, such as overall objectives, financial goals, annual income, liquid net worth, experience, risk assessment, knowledge levels, and income tax bracket.

To update or review a contact’s Investment Profile

  1. Navigate to the Administration - Finance screen, and then the Contacts view.

  2. In the Contacts form, query to retrieve the desired contact.

  3. Update the contact’s information as needed.

  4. Click the Investment Profile view tab.

  5. Update the contact’s investment profile as needed.

Managing Contact Information (End User)

Contacts are entities or individuals with whom the company currently does business with or with whom it expects to do business with in the future. End users manage contact information by:

Adding Contacts

When end users meet someone in the course of business, they add a contact record for that individual to track pertinent personal information and possible potential future business.

Note: The Personal Contacts List is different from the Contacts Lists because it is designed for contacts not associated with a company. Therefore, in the Personal Contacts List, adding a company to a record does not also add it to the My Contacts view, All Contacts view, and so on. End users must add business contacts in one of the Contacts List views proper. They must create, review, and manage activities for their personal contacts only in the Activities view of the Personal Contacts List view, not in the other Contacts views.

To add a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts form, click the show more button, add a record, and complete the necessary fields.

  3. To specify a privacy level, drill down on the contact name link, scroll down to the Privacy Option field, and select one of the following:

    • Opt-In. Sharing of nonpublic personal information is allowed without restrictions.

    • Opt-Out - Affiliates. Sharing of nonpublic personal information with affiliates is not allowed.

    • Opt-Out - Third Party. Sharing of nonpublic personal information with third parties is not allowed.

    • Opt-Out - All Parties. Sharing of nonpublic personal information with any affiliate or third party is not allowed.

United States law requires that financial institutions disclose their privacy policies regarding the sharing of nonpublic personal information with third parties, and fair credit reporting, that impacts the sharing of nonpublic personal information with affiliates. End users can specify a privacy level by making a selection from the Privacy Option field.

The Privacy Option field is for registering the privacy level requested by the contact; it does not impact record visibility in any way.

Associating a Contact with a Company

Use the following procedure to associate a contact with a company.

To associate a contact with a company

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the More Info view tab.

  4. In the Account Name field, select a record from the list of available companies.

    The application automatically associates the company with the contact and populates the address with the default company address information.

  5. To change the address, click the select button in the Address Line field, and select an address.

  6. To specify an address as the contact’s primary address, click the Primary field.

    Note: The primary address in the Contact Addresses dialog box appears in the address fields on the More Info form.

  7. In the Time Zone field, select the contact’s time zone.

Creating Categories for Contact Information

If the default Contacts list and More Info form do not contain fields to track the type of information that end users must track, they can add additional categories. A manager might have set up a list of values from which users can select.

To add a category to a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts form, query for the desired contact.

  3. Drill down on the Last Name link, click the Categories view tab, and create a new record.

  4. In the Categories list, select a category from the list of values or create a new category.

  5. Complete the necessary fields.

  6. Create additional categories by repeating Step 4 through Step 5.

Creating Notes About Contacts

As end users work with contacts, they learn things they might want to remember. Often these tidbits of information are best stored as notes. Users can create notes that everyone with access to the contact record can see, or they can create notes that only they can see.

To create a note regarding a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

    Note: If the contact does not exist, add it. For more information, see Adding Contacts.

  3. Click the Notes view tab.

  4. From the link bar, select one of the following:

    • Public Notes. Notes that others can see.

    • Private Notes. Notes that only their creators can see.

  5. In the Notes list, add a record and complete the necessary fields described in the following table.

    Note: You can perform a spell check in Private Notes, but not in Public Notes.

    Field Comments

    Created

    Automatically populates with a date and timestamp.

    Type

    Default value is Note. Select alternate value to categorize the type of note.

    Description

    Text field for the content of the note.

Adding Contacts to a Literature Distribution

The Literature Distribution view displays all the literature that has been distributed to a contact. Typically, a literature distribution record is created each time literature is emailed to a contact. For more information about the activity of distributing literature using an email message, see Providing Literature Fulfillment by Email in Managing Activities.

To distribute literature to a contact

  1. Navigate to the Contacts screen, and then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Literature Distribution view tab, create a new record, and complete the necessary fields.

  4. In the Distribution Channel field, select a distribution channel.

  5. Scroll down to the Literature list, add a record, and complete the necessary fields.

  6. Repeat Step 5 for all the pieces of literature to be distributed.

Contact Access Level

Siebel Finance uses access levels to grant customers access to different levels of service, research, events, and literature. Setting a contact’s access to a specific level allows that contact access and visibility to literature items that have the same or lesser access level. For more information about setting a contact’s access level, see Setting Access Levels.

Entering Securities Interest for Contacts

End users can record a contact’s securities interest. For more information about entering a contact’s securities interest, see Entering Holdings Information.

Viewing a Contact’s Transaction History

The Contacts Transaction History view allows end users to display a contact’s transaction history by financial account for all the accounts held by the contact at your organization.

To view a contact’s transaction history

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Transaction History view tab.

    The Transactions view appears, displaying all the financial accounts associated with the contact, and the investment transactions that took place in each account.

Managing Contact Referral Information

The Referrals view tab allows end users to enter referral information associated with contacts. Referrals are potential opportunities.

In the Referrals tab view, end users can record both referrals they give to their contacts, as well as referrals received from a contact.

To create a new contact for a referral

  1. On the Contacts screen, create contacts. For more information, see Adding Contacts.

  2. Associate those contacts with the new company. For more information, see Associating a Contact with a Company.

  3. On Referrals view tab, select the Contact from the Pick Contact dialog box associated with this field.

Entering a Referral Received from a Contact

Use the following procedure to enter a referral received from a contact.

To enter a referral received from a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Referrals view tab.

  4. From the drop-down list, select Referral From This Contact.

    Note: View all referrals from the contact by selecting Referrals From This Contact in the drop-down list.

  5. In the form, add a record, and complete the necessary fields described in the following table.

    Field Comments

    Company

    Select an existing company or create a new one. The company selected represents the potential opportunity for your organization.

    Last Name

    Select a contact to associate with the referral company, as selected in the Company field; if you entered a Company, the list of Contacts is restricted to those associated with the selected company.

    Referred By

    Select the employee who made the referral.

Creating a Referral to a Contact

Use the following procedure to create a referral to a contact.

To create a referral to a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Referrals view tab.

  4. Scroll down to the Referrals to This Contact list, and from the drop-down list, select Referrals To This Contact.

  5. In the list, add a record, and complete the necessary fields described in the following table.

    Field Comments

    Disposition

    The status of the referral.

    Company

    Select an existing company or create a new one. The company selected represents the potential opportunity for your service provider.

    Last Name

    Select a contact to associate with the referral company, as selected in the Company field; if you entered a Company, the list of Contacts is restricted to those associated with the selected company.

    Referred By

    Select the employee from your organization who made the referral.

Reviewing Contact Profitability

End users can use the Profitability view to review customer profitability calculations. These calculations help financial institutions adjust their sales, pricing, service, and marketing activities appropriately. This information also helps institutions cross-sell to their customers.

Note: In Siebel Finance, end users can access the Profitability view from the Contacts, Households, and Companies screens.

To review a contact’s profitability

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Profitability view tab.

Creating Customer Assessments (End User)

The Contacts Assessments view can help end users qualify contacts. Contact assessments are created in the Contacts Assessments view.

Note: A similar assessment functionality is available for companies. For more information, see Creating Company Assessments (End User).

A customer assessment evaluates a contact based on defined criteria.

Each assessment template has a group of assessment attributes that make up the different measurement points of the assessment. A Siebel administrator can create new templates and add or modify assessment attributes. For more information on assessment templates and how to define and manage them, see Siebel Applications Administration Guide.

To create a customer assessment

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the contact for whom the assessment will be added.

  3. Click the Assessments view tab, and create a new record.

  4. In the Template Name field, select the desired template.

    Assessment attributes, as defined for the template, are automatically created in the Assessment Attributes list.

  5. Scroll down to the Assessment Attributes list, and where possible, select a value for each attribute by clicking the select button in the Value field.

Setting the Customer Value Icon (End User)

In addition to the customer value assessment tool described in Creating Customer Assessments (End User), there is an alternative customer value measurement device in Siebel Finance.

The customer value icon is a series of five stars visible on the contact form. The number of stars activated indicates the perceived value of the contact.

To adjust the customer value stars

  • From the Contacts screen, then the More Info view, adjust the value in the Tier field.

Viewing a Contact Summary (End User)

The Contact Summary view provides a comprehensive view of a contact’s relationship with an end user’s organization in an editable format. This view displays the customer’s contact information, financial accounts, applications, alerts, campaigns targeted at the customer, and service requests and opportunities associated with the customer.

The Customer Value stars on the Contact form indicates the customer’s value to the organization. For more information, see Setting the Customer Value Icon (End User).

To view contact summary information

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on a contact.

  3. Click the Summary view tab.

For more information on editing summary view information, see Configuring Summary Views.

Viewing Contact Relationship Hierarchies (End User)

A contact’s relationships are those of influence. End users might have a contact who relies heavily on the opinions of others when making purchasing or other decisions. If so, they might want to keep track of the relationships between a contact having purchasing authority and those who might influence his purchasing decisions.

End users use the Contacts Relationship Hierarchy view to identify and capture key relationships for a contact. This view features a graphical tree that provides a visual representation of a contact’s relationships. The tree displays both the natural hierarchy of a contact’s parent-child relationships to entities such as companies and households, as well as custom-defined relationships.

Custom-defined relationships are dynamic associations between the contact and any other contact, organization, or household. End users can record custom-defined relationships between any two entities in the adjacent Party Relationships list.

Note: The Relationship Hierarchy view is also available on the Companies and Households screens. For more information, see Viewing Company Relationship Hierarchies (End User) and Using the Household Relationship Hierarchy.

To view a contact’s relationship hierarchy

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the contact for whom you want to view a relationship hierarchy.

  3. Click the Relationship Hierarchy view tab.

    The Contacts Relationship Hierarchy view appears.

Defining a Relationship Between Contacts

Use the following procedure to define a relationship between contacts.

To define a relationship between contacts

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the contact for whom you want to describe relationships; if the contact does not exist, add it.

    For more information on adding contacts, see Adding Contacts.

  3. Click the Relationship Hierarchy view tab.

  4. In the Party Relationship list, add a record, and complete the necessary fields described in the following table.

    Field Comments

    Relationship

    Categorizes the relationship between the contacts. The field has an LOV for Custom Defined Relationship values. Predefined values include Reports To, Spouse, Child, Lawyer, Board Member, Primary Contact (Backup), Admin Assistant, Competitor, Referral, Service Provider, Investor, Wealth Management Rep, Related Subsidiary, Bank Attorney, Trustee Attorney, and Debtor Attorney.

    The Siebel administrator can modify this LOV. For more information, see Configuring Lists of Values.

    Type

    Defaults to Contact. Other values include Household, Organization, and Employee.

    Value

    Identifies the other member of the relationship. The values are constrained by the Type field selection. For example, if Type equals Contact, then clicking the select button displays the Select Contact dialog box.

    The newly defined relationship is expressed in the Relationship Hierarchy explorer.

Managing Mortgages (End User)

Using the Contacts screen, end users can perform the following mortgage-related tasks:

Performing Mortgage Needs Analyses

End users can use the Needs Analysis Mortgage view to perform a mortgage needs analysis for a contact.

To perform a general needs analysis for a contact

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the contact.

  3. Click the Needs Analysis view tab, and click the Mortgage link.

  4. In the Needs Analysis form, add a record and complete the necessary fields.

  5. If the values to enter are unknown:

    1. Click Script.

      The script session appears.

    2. Complete the questions as prompted.

    You can generate a recommendation after the Needs Analysis form is completed.

    Note: For more information about needs analysis and generating recommendations, see Managing Financial Needs Analyses.

Making Mortgage Product Recommendations

End users can use the Product Recommendation view to recommend mortgage products based on the loan term that a customer specifies. This view also displays the mortgage monthly payments, detail fees, interest rate, and points for each recommended mortgage product.

Caution: All Siebel Finance calculators described provide results intended for comparison purposes only; the accuracy of the results is not guaranteed. Rounding or the mathematical formula used might account for any differences from the expected results. Modifying the formula used to perform calculations requires administrative responsibilities.

To recommend mortgage products for which a customer qualifies

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Product Recommendation view tab, and select Calculator Detail from the drop-down list.

  4. In the Calculator Detail form, add a record, and complete the necessary fields.

    The monthly payment is automatically calculated for the request loan terms.

  5. Click Recommend.

    All the mortgage products that have the same loan term as that set in the Calculator form, appear in the Recommendations list.

  6. In the Recommendations list, select a mortgage product.

    The Rate/Points list displays the loan rate and points associated with the product, while the Fees list displays the fees associated with the product.

Performing Mortgage Prequalifications

End users can use the Mortgage Pre-Qualification view to prequalify mortgage prospects before starting the application process.

To perform a mortgage prequalification

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Mortgage Pre-Qualification view tab, add a record, and complete the necessary fields.

    The Pre-Qualification Output, such as purchase price, loan amount, and closing cost, is automatically calculated based on the values in the Prequalification Attributes fields.

  4. To see the calculation results, step off or save the record.

Using the Mortgage Calculator

Loan officers, loan originators, and other financial representatives can use the Siebel Finance Mortgage Calculator to calculate and compare the following amounts for customers:

  • Early Payoff, which calculates the new monthly payment amounts that are required to pay off a loan in a specified amount of time prior to the original mature date

  • Loan Amount, which calculates the amount of money a customer can borrow, given a loan’s monthly payment, interest rate, loan term, and down payment

  • Loan Comparison, which compares different types of mortgage loans (ARM versus Fixed Rate) from which the customer can choose one

  • Monthly Payment, which calculates a customer’s monthly payment, given the loan amount, interest rate, loan term, property tax, and insurance payment

  • Refinance Breakeven, which calculates monthly savings and costs associated with refinancing an existing loan

Caution: All Siebel Finance calculators described in this guide provide results intended for comparison purposes only; the accuracy of the results is not guaranteed. Rounding or the mathematical formula used might account for any differences from the expected results. Contact your Siebel administrator to modify the formula for your use.

To use the mortgage calculator

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Calculator view tab, and from the link list in the Calculator form, select a calculation function:

    • Early Payoff

    • Loan Amount

    • Loan Comparison

    • Monthly Payment

    • Refinance Breakeven

  4. In the Input section in the form, complete the necessary fields.

  5. To see the calculation results, step off or save the record.

Creating Financial Plans (End User)

End users can use the Financial Planning view to ask customers questions about their specific financial goals and recommend a required monthly savings amount.

To create a financial plan

  1. Navigate to the Contacts screen, then the Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Financial Planning view tab.

  4. In the Financial Planning list, add a record and complete the necessary fields.

  5. To follow a script of questions:

    1. Scroll down to the Details form and click Script.

    2. In the SmartScript list, drill down on the Name link.

      Note: If the script does not exist, add it. For more information about scripts, see Siebel SmartScript Administration Guide.
    3. Complete the questions as prompted.

    The Savings (Future Value), Additional Funds Required, and Monthly Saving Required are automatically calculated based on the values entered in the Financial Planning list.

About Managing Oracle FLEXCUBE Universal Banking Contacts

Oracle FLEXCUBE Universal Banking Contacts are entities or individual customers represented as individual customers in Oracle FLEXCUBE Universal Banking. Siebel Finance is the master for customer records. Specific Oracle FLEXCUBE Universal Banking attributes and entities are displayed in the following views:

  • Universal More Info view

  • Universal Summary view

  • Universal Contracts view

  • Contact Limit view

  • Contact Mandate view

The following operations can be performed in real-time to synchronize contacts between Siebel Finance and Oracle FLEXCUBE Universal Banking:

  • Contacts are created in Siebel Finance when an individual customer is created in Oracle FLEXCUBE Universal Banking.

  • Contact records are updated in Siebel Finance when a particular individual customer is updated in Oracle FLEXCUBE Universal Banking.

  • Obtain the latest information for a contact from Oracle FLEXCUBE Universal Banking using the Refresh button available in the Universal More Info view and Universal Summary view.

  • Oracle FLEXCUBE Universal Banking can query an existing contact or prospect from Siebel Finance.

  • The Summary view can be used to view a Contact's relationship with other entities.

Contacts-Contracts can be any of the following:

  • A Letter of Credit (LC)

  • Bills and Collections (BC)

  • A Guarantee

A contact can be associated with one or more contracts. Contracts are read-only in Siebel Finance. For more information on financial contracts, see Siebel Finance.

The Contact - Contracts views include:

  • Contact-Mandate. A Contact can be associated with one or more mandates. Mandates are read-only in Siebel Finance. Users can view mandates for a contact using the Contact - Mandates List view.

  • Contact-Limits. A Contact can be associated with only one Limit or Liability. One Liability can have multiple Line items as child entities. Limits are read-only in Siebel Finance. Users can view Limits and Line items for a contact using the Contact - Limits view.

  • Contract-Contracts List - Universal More - Info View. The Universal More Info view contains additional information for the Universal Customer - Contact. This information is read-only in Siebel Finance. Records can be updated in Oracle FLEXCUBE Universal Banking and update requests are sent to Siebel Finance.

    The More Info view also includes Contact Signatories information, which is not stored in Siebel Finance. Signatory records are displayed using Virtual Business Components (VBC).

Viewing Oracle FLEXCUBE Universal Banking Contact and Signatory Information

The Universal More Info view contains additional information for the Universal Customer - Contact. This information is read-only in Siebel Finance. Records can be updated in Oracle FLEXCUBE Universal Banking and update requests are sent to Siebel Finance.

To view universal customer contact and signatory information

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired Contact.

  3. Click the Universal More Info view tab.

Refreshing Contact and Signatory Information

Use the following procedure to refresh contact and signatory information.

To refresh contact and signatory information

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired Contact.

  3. Click the Universal More Info view tab, and then click the Refresh button.

Viewing Summary Information for Oracle FLEXCUBE Universal Banking Contacts

The Universal Summary view provides a comprehensive view of a Contact's relationship with other entities, such as limits, mandates, contracts, service requests, financial accounts, and activities. Users can get latest information using Refresh button available on Universal Summary applet.

To view universal summary contact information

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Universal Summary view tab.

Refreshing Summary Information

Use the following procedure to refresh summary information.

To refresh the summary information

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Universal Summary view tab, and then click the Refresh button.

Viewing Oracle FLEXCUBE Universal Banking Contact Mandates

Users can view the list of mandates associated with a contact using the Contact - Mandates view.

To view universal banking contact mandates

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Mandates view tab.

Viewing Oracle FLEXCUBE Universal Banking Limits

Users can view the Limit and Line items associated with the contact using the Contact Limits view.

The following limit related tasks can be performed:

  • View Contact Limit information

  • View Contact Limit Line Items information

  • Obtain the latest Contact Limit information

  • Obtain the latest Contact line items information

To view contact limit information

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Limits view tab.

Viewing Contact Limit Line Items

Use the following procedure to view contact limit line items.

To view contact limit line items

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Limits view tab.

Refreshing Contact Limit Information

Use the following procedure to refresh contact limit information.

To refresh contact limit information

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Universal More Info view tab, and then click the Refresh button.

Refreshing Contact Limit Line Details

Use the following procedure to refresh contact limit line details.

To refresh contact limit line details

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Select the Limits view tab, and then select a line item.

  4. Click the Get Details button.

Viewing Oracle FLEXCUBE Universal Banking Contracts

You can view multiple contracts associated with a contact.

To view universal banking contracts

  1. Navigate to the Contacts screen, then Contacts List view.

  2. In the Contacts list, drill down on the desired contact.

  3. Click the Universal Contracts view tab.