14Managing Siebel Finance Applications

Managing Siebel Finance Applications

This topic describes navigating through the Siebel Finance application and defining a sequence of views required to capture application data elements, creating sales methodologies to match business processes, creating activity plans, and setting up correspondence and application form templates.

This topic covers the following topics:

• About Managing Siebel Finance Applications

• Scenario for Managing Siebel Finance Applications

• Process of Managing Siebel Finance Applications

• Setting Up Application View Navigation

• About Auto Application

• Verifying the Run-Time Event Data for Auto Application

• Upgrade Notes to Continue Using Customized Version of Auto Application Workflow

• Viewing and Creating Applications (End User)

• Managing Application Information (End User)

• Creating Small Business Loan Applications (End User)

• Processing Applications (End User)

About Managing Siebel Finance Applications

In Siebel Finance the application process is conducted by navigating through a series of screens to capture information for a product application. Sales representatives can create applications for different types of banking products, such as depository, checking, savings, auto loans, mortgages, and home equity loans. Sales representatives, customer service representatives, small business managers, and underwriters are the primary users.

End users are sales representatives, customer service representatives, small business managers, and underwriters within your organization. Sales representatives use the procedures in this chapter to create new applications, enter application information for different types of products, generate prefilled application forms, and submit applications to the back office. Customer service representatives or small business managers use the Applications screen to check the status of an application, update application information, and follow up on trailing documentation.

Note: Small business manager activities are similar to the sales representative activities, except that the small business manager completes the applications for small business companies instead of individual customers.

If the application is a loan, underwriters use the procedures in this chapter to check and review the application data, update third-party data in applications, such as credit bureau information, and make decisions on applications.

Scenario for Managing Siebel Finance Applications

This scenario features sample tasks performed by a financial institution’s applications administrator and branch agents. Your company might follow different workflows according to its business requirements.

Application Administrator Creates a New Financial Product and Application

An application administrator receives a list of business requirements from the Product department for a new checking product. The requirement list includes:

• The fields necessary to capture the application

• The new sales methods and their stages

• The activities to complete after the application is submitted

• The form template for the application and the correspondence templates for this product to complete this application

With these requirements, the application administrator determines which views have the required fields for this product. He then defines the sequence of views in the Application Workflow view of the Administration - Product screen.

After setting the view sequence, the administrator creates new application stages for the product. Because it is a new product, the application stages differ from those of other products. The administrator then sets up an activities plan to associate with the product. The activities plan allows agents to accomplish and coordinate complex tasks by automatically creating and assigning the appropriate follow-up activities to support the review and processing of the application. It also provides a way to monitor the progress of these activities after the application is submitted.

The administrator then sets up the application form template in a Microsoft Word document and associates the template with fields in the application screen. Finally, the administrator works on the correspondence views to set up new correspondence templates for the product.

Branch Agent Prepares a Customer Application for the New Product

A branch agent assists a customer who wants to open the new checking account product. The agent creates a new checking application by using the Next button to navigate through the application screens and views. He also generates the activities plan for this application in order to create activities to follow up on trailing documents, set up the review process, and call back the customer.

Process of Managing Siebel Finance Applications

This topic details sample tasks often performed by administrators and end-users when managing applications. Your company might follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks administrators typically perform to manage applications:

• Setting Up Application View Navigation

• About Auto Application

• Verifying the Run-Time Event Data for Auto Application

• Upgrade Notes to Continue Using Customized Version of Auto Application Workflow

End-User Procedures

End users can create applications in a variety of ways, using various screens and views. Typically, they create applications using the Auto Application feature, or they navigate to the Applications screen to create a new application record and then fill in the required information.

The following list shows tasks end users typically perform when managing applications:

• Viewing and Creating Applications (End User)

• Managing Application Information (End User)

• Creating Small Business Loan Applications (End User)

• Processing Applications (End User)

Setting Up Application View Navigation

Setting up an application view navigation allows end users to use the Next button to navigate through the screens required to complete an application in Siebel Finance. This view navigation can include views from screens other than just the Applications screen, although navigation is restricted to the current screen. The Next button is supported by the FINS Application View Navigation Service business service. For more information on this business service, see FINS Application View Navigation.

The application view order varies from product to product; therefore, set up the view order for every product for which your agents will fill out applications. As an administrator, you set up the view order using the Application Workflow view in the Administration - Product screen.

The view order determines the next view the agent sees when filling out one or more applications for a customer in a single session. For instance, the view order of a basic checking application might use the following views in the following order: Applicant, Income Sources, Check Order, and Funding. If the end user manually starts in the Income Sources view, then clicks the Next button, the next view to appear is the Applicant view. The Application view sequence for the checking application process then follows the sequence for basic checking that was set in the Application Workflow Administration view.

Note: If the product does not exist, add it. For more information about adding products, see Siebel Product Administration Guide.

To set up an application view navigation

1. Navigate to the Administration - Product screen, and then the Products view.

2. In the Products list, drill down on the product for which you want to set up an application workflow.

3. In the More Info form, from the Show drop-down list, select Application Workflow.

4. In the Application Workflow list, add a record.

5. In the Add View Order dialog box, select a view to add to the workflow.

6. To change the view order of a view, change the Sequence Number in the Application Workflow list.

7. Continue adding views an end user must complete for an application.

Sales Method Creation and Modification

Sales methods consist of various stages from start to finish. Depending on the specific sales method, the stages can differ. The sales method must map to the product type. Each product type can have a different set of stages for review and approval. For example, depository products do not have an underwriting stage that credit products might. For information on creating a sales method and setting up sales stages, see Siebel Applications Administration Guide.

Activity Plans Set Up

For information about creating an activity plan, see Siebel Applications Administration Guide.

Correspondence Set Up

For information on setting up correspondence, see the chapter on correspondence in Siebel Correspondence, Proposals, and Presentations Guide.

Application Form Template Creation

For information on creating application form templates, see the topic on creating proposal templates in Siebel Applications Administration Guide.

About Auto Application

Auto Application allows end users to create application records automatically from the Contact, Companies, and Products screens. End users access the Auto Application icon on the toolbar in those three screens.

Auto Application uses the Data Transfer Utility (DTU) business service to transfer fields from one view to another view. For more information on DTU, see Siebel Order Management Infrastructure Guide.

Note: Previous versions of Siebel Financial Services used a workflow to automatically place three run-time events associated with Contact, Internal Products, and Account. The Auto Application Workflow has been retired and removed from the seed data. Instead of using workflow, the invocation is defined by seed data run-time events and action sets. See Verifying the Run-Time Event Data for Auto Application to learn how to set this up.

Verifying the Run-Time Event Data for Auto Application

For new Siebel Finance 7.7 and higher installations, Auto Application is configured to automatically invoke the DTU business service through seed data run-time events and action sets. There are no additional steps you must take to activate the function.

However, if you have upgraded from a previous version before 7.7 and you want to use the DTU invocation method, you must:

1. Verify the seed data run-time events and action sets.

2. Remove the Auto Application workflow.

To confirm you have the Siebel Finance 7.7 and higher seed data

1. Navigate to the Administration - Runtime Events, and then the Action Sets.

2. Query for Action Sets named:

   FINS DTU Auto

3. Select each record returned, and verify in the Actions list that only one action named DTU is listed.

   If any additional actions are listed, deactivate them by deselecting the Active checkbox.

4. Select the Events view link.

5. In the Events list, query for Subevents named:

   EventMethodAutoApplication

6. Check that the Action Set Name for each record returned is as shown in the following table, and make any changes if necessary.

   Sequence	Object Type	Object Name	Event	Subevent	Action Set Name
   – 1	BusComp	Account	InvokeMethod	EventMethodAutoApplication	FINS DTU Auto Application – Account Action Set
   – 1	BusComp	Contact	InvokeMethod	EventMethodAutoApplication	FINS DTU Auto Application – Contact Action Set
   – 1	BusComp	Internal Product	InvokeMethod	EventMethodAutoApplication	FINS DTU Auto Application – Internal Product Action Set

7. Refresh the run-time event by selecting Reload Runtime Events from the Events menu.

Deactivating the Auto Application Workflow

Once you have confirmed you have the Siebel Finance 7.7 and higher seed data, you must deactivate the workflow named: Auto Application Workflow. For more information about deactivating workflows in Siebel, see Siebel Business Process Framework: Workflow Guide on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html).

When deactivated, the definition is removed from the run-time tables without further action needed.

Upgrade Notes to Continue Using Customized Version of Auto Application Workflow

If you wish to continue to use your customized version of Auto Application workflow, you must modify the actions in the actions sets to route the actions to the workflow.

To route actions to the Auto Application workflow

1. Navigate to the Administration - Runtime Events screen, and then the Events List view.

2. In the Events list, query for Subevents named:

   EventMethodAutoApplication

3. Delete the three run-time event records as shown in Step 6 in Verifying the Run-Time Event Data for Auto Application.

4. Upgrade the workflow and activate it.

   See Siebel Business Process Framework: Workflow Guide for details.

5. Check the run-time events by following Step 4 through Step 6 in Verifying the Run-Time Event Data for Auto Application.

   The action set names are not necessarily the same as described. They might be called something like Workflow XXX. Drill down into each action set.

6. For each action set, there must be one action item that invokes the Auto Application workflow you just activated. Define the action as shown in the following table.

   Field	Value
   Action Type	BusService
   Business Service Name	Workflow Process Manager
   Business Service Method	RunProcess
   Context	"ProcessId", "42-4PVA1" The actual workflow process ID might be different.

7. If there are other items in the action list, deactivate them.

8. Refresh the run-time events by selecting Reload Runtime Events from the Events menu.

Viewing and Creating Applications (End User)

The Siebel Finance Applications screen provides access to consumer and small-business applications. The Applications list displays information about applications, such as applicant address, phone number, and application stages. End users can use the Applications screen to locate, view, and update applications.

To access the Applications view from the Contacts screen

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

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

3. Click the Applications view tab.

4. To view more detailed information about an application, in the Applications list, drill down on the application Name link.

Accessing the Applications View from the Companies Screen

You can also access the Applications view from the Company screen.

To access the Applications view from the Companies screen

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

2. In the Companies list, drill down on the company.

3. Click the Applications view tab.

   The Applications list displays applications associated with the selected company.

4. To view more detailed information about an application, in the Applications list, drill down on the application Name link.

Creating an Application

Once you have viewed the list of applications you can add an application and specify the details and current status.

To create an application

1. Navigate to the Applications screen, and then the Application List view.

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

   Field	Comments
   Product Name	Indicates the product or products for this application.
   Stage	Indicates the application status. This value changes according to the Method selection.

   Note: Only those with the required administrative responsibilities, such as Siebel administrators, can set the Sales Stage and Sales Method values in the Siebel Assistant Administration screen, Sales Method view. For more information, see Siebel Applications Administration Guide.

Navigating Applications Using the Next Button

Siebel Finance allows end users to create an application with multiple products. When filling out an application with multiple products, end users can move from one view to the next view by clicking the Next button instead of selecting a view tab. Based on the views that have been set up for each specific application (for example, a savings account application or a mortgage loan application), Siebel Finance automatically navigates users to the views they must fill in.

With the Next button functionality, users do not have to fill out the same view more than one time, even if the same view appears in several product applications. For more information on creating multiple applications from performing needs analyses, see Managing Financial Needs Analyses.

Note: Only Siebel administrators can set up a Next Button Application Workflow. For more information, see Setting Up Application View Navigation.

To complete an application using the Next button

1. Navigate to the Applications screen, and then the Application List view.

2. In the Applications list or form, create a new record, and complete the appropriate fields.

   Note: A product must be selected in the Product field in the Application form to use the Next button to navigate to another view.

3. Click the Next button in the Applications form.

   The next application view appears with the uncompleted fields required for the customer’s application.

4. Continue filling in application views and clicking the Next button in the Applications form.

Creating Applications Using the Auto Application Feature

The Auto Application feature is available in the following screens in Siebel Finance:

• Contacts

• Companies

• Products

End users can use the Auto Application feature to automatically create an application using information from the selected record. For example, in the Companies screen, end users can select the Auto Application option from the application-level menu (File, Auto, and then Application) to automatically create and populate the application using the information from the selected company.

To create an application using the Auto Application feature

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

2. Select the company for which you want to create an application.

   Note: If the company does not exist, add it. For more information on adding companies, see Adding Companies and Investors (End User).

3. Select Auto Application by doing one of the following:

   • Click the Auto Application icon in the corner

   • From the application-level menu, choose File, Auto, and then Application

   The first required Application view appears.

4. In the Product Name field in the Application form, click the select button, and then select a product for which you want to apply.

5. Complete the remaining Application fields using the Next button.

Note: You can also use the Auto Application feature from the Contacts and Products views.

Assigning Applications to Coworkers

After an application has been saved, an end user can assign an application to a coworker. The assignment can be done from the Applications screen by:

• Implementing an assignment button and using Siebel Assignment Manager. For more information on Assignment Manager, see Siebel Assignment Manager Administration Guide.

• Using the Approval business service. See Automating Approval Processing.

Note: The application does not have to be complete to assign it.

Managing Application Information (End User)

In Siebel Finance, end users can capture the following types of applicant information:

• Details about the products in the application

• Details about the applicant

• Reference information

• Collateral information

• Mortgage information

• Documents submitted by applicants

  Note: Typically, end users would click the Next button to move between views and capture this detail information. For more information, see Navigating Applications Using the Next Button and Setting Up Application View Navigation.

Adding Product Detail Information

End users use Product Detail subviews to capture information about the products in the application. Siebel Finance supports multiple products under one application.

To add product detail information

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

2. Drill down on an application, and click the Account Setup view tab.

3. On the Account Setup list, select one of the following view links:

   • Account Funding

   • Account Services

   • Check Order

   • Credit Card

   • Debit card & CD

   • Loan Servicing

   • Loan Terms

   • Mortgage Detail

4. In the Product Detail list, select a product.

5. In the subviews, complete the necessary fields.

Adding Applicant and Guarantor Information

End users use the Applicant view to record the name and address information specific to the primary, secondary, and guarantor applicants.

The Applicant view has additional subviews to add other information about:

• Co-applicant

• Applicant and Co-applicant security

• Employment

Note: The Applicant Info and Applicant Security Info views show information on the primary applicant only. The Co-applicant Info and Co-applicant Security Info views show information on the rest of the applicants.

To add applicant information

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

2. Drill down on an application, and click the Applicant view tab.

3. In the Applicant Details list, add a record for all applicants.

4. In the Applicant Type field, select the appropriate applicant type:

   • Primary

   • Secondary

   • Guarantor

   • Joint

   • Authorized Signer

5. Complete the necessary fields for each applicant.

Creating an Updated Statement

Once you add the applicant information you can create an updated statement.

To create an updated statement

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

2. Drill down on an application, and click the Applicant view tab.

3. In the Applicant list, click Create Statements.

   If the applicant has an existing financial statement, then the Siebel application copies the latest financial statement into the Consumer Detail view.

   Financial statements are automatically created for the applicant and co-applicant. These statements are used in the Consumer Detail view, as described in Adding Consumer Detail Information.

   Note: The Create Statements button only performs this function if the applicant has an existing financial statement.

Adding Consumer Detail Information

From the Consumer Detail view in the Applications screen, end users can create or view one of many financial statements for a customer. In Siebel Finance, the Financial Statement is used to manage consumer detail information. A financial statement is a snapshot of the customer condition at a certain point in time.

For example, a customer applies for a product today; the end user creates a financial statement with all customer detail, such as income sources, assets, and liabilities. If the customer applies for another product in three months, the end user can pull the same financial statement, and Siebel Finance will prefill all customer details. The end user can then ask the customer if that information has changed since the last time. If the information has changed, the end user can make a copy of the old Financial Statement and modify it. Using the copied financial statement, the end user does not need to type the consumer information again.

To add consumer detail information

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

2. Drill down on an application, and click the Consumer Detail view tab.

3. From the Consumer Detail link list, select the following subviews:

   • Credit Information. Records credit information for all applicants.

   • Income & Expenses. Records income and expense information about the primary and secondary applicants.

   • Assets & Liabilities. Records the current asset holding and liabilities of all applicants.

   • Real Estate. Records applicant real estate holdings.

   • Residence Information. Records residency information for all applicants.

4. In the Financial Statements list, select an existing statement or add a new one.

5. In each subview list or form, add records and add additional details as necessary.

Adding Reference Information

Some product applications require reference information from the applicant. Users can use the Reference view to capture this information.

To add reference information

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

2. Drill down on an application, and click the Reference view tab.

3. In the Reference list, complete the necessary fields.

Adding Collateral Information

End users can use the Real Estate Collateral, Vehicle Collateral, and Other Collateral views to track collateral information. For consumer loans, collateral typically consists of real estate, automobiles, bonds, and cash.

To add collateral information

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

2. Drill down on an application, and click one of the following view tabs:

   • Real Estate Collateral

   • Vehicle Collateral

   • Other Collateral

3. In the collateral list, add a record and complete the necessary fields.

   Note: To select collateral to add to the application, the collateral must first be defined as an asset in the Financial Position view. For more information about adding assets, see Adding Consumer Detail Information.

Reviewing Product Disclosure Information

As part of the application process, an agent is required to read general and product disclosure to customers, and record whether or not customers have read and understood them. Using the Compliance view, end users can record this information.

To capture a product-specific disclosure, please see Automating the Display of Disclosure Documents.

To capture general disclosure information

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

2. Drill down on an application, and click the Compliance view tab.

3. In the disclosure form, complete the necessary fields.

Reviewing Closing Requirements

The agent must review closing requirements before submitting the application. The closing requirement lists all requirements that the customer must provide, or agents must do, before the further processing and closing the product application. For more information, see Requirements Manager to set up the Closing Requirements view.

Managing Documents

After the agent captures all information on the application, he can then generate a custom application form with application data already prefilled by Siebel Finance. He can also attach any additional documents related to the application, and send any required correspondence to the customer.

End users might use the following subviews under the Application Document view to manage documentation related to applications:

• Attachment. Attach additional documents related to an application.

• Correspondence. Capture correspondence information, which includes template, recipients, and enclosures. For more information on setting up and generating correspondence, see Siebel Correspondence, Proposals, and Presentations Guide.

• Documents. Produce custom application form with data prefilled from the Siebel database. For more information on setting up and generating proposals, see Siebel Correspondence, Proposals, and Presentations Guide.

Creating Small Business Loan Applications (End User)

To create a small business loan application, end users must record the following customer information:

• Business Details. Records the business name, address, and contact information as well as asset information, liabilities, income statements, and cash flow. For more information, see Adding Business Details.

• Applicant Information. Captures personal information about the primary, secondary, and principle loan applicants. For more information, see Adding Applicant and Guarantor Information.

• Guarantor and Applicant Employment Details. Captures loan guarantor information and applicant employment, income, assets, and liabilities information. For more information, see Adding Consumer Detail Information.

• Unique Product Features and Terms. Records unique loan features or terms. For more information, see Recording Unique Features and Terms.

• Business Services. Manages business service information for an application. For more information, see Managing Business Services Information.

  Note: Typically, users would click the Next button to move between views and enter this customer information. To create an application view navigation, a Siebel administrator would want to create a view workflow that follows the views described in this topic. For more information, see Navigating Applications Using the Next Button and Setting Up Application View Navigation.

Adding Business Details

End users use the Business Details view to track detailed information about a business applying for a small business loan.Siebel Finance automatically populates some of the information in this view from Companies Profile view tab. In addition to the business profile information, users use this view to capture financial information such as income statement, balance sheet and cash flow statement.

To add small business details

1. Navigate to the Applications screen, then the Applications List.

2. In the Applications list, drill down on an application.

3. Click the Business Detail view tab.

4. From the Business Detail link list, select the following subviews, and complete the necessary fields:

   • Business Profile. Records the business name, phone numbers, and addresses.

   • Assets. Captures company asset information, including cash, accounts receivable, inventory, fixed assets, and depreciation values.

   • Liabilities. Records company liabilities such as accounts payable, long term debt, noncurrent debt, capital stock, and retained earnings and treasury.

   • Income Statement. Captures income information such net sales, cost of goods sold, other income, expenses, interest, depreciation, taxes, dividends, and adjustments.

   • Cash Flow. Records cash flow statements based on customer balance sheet and income statement information.

Recording Unique Features and Terms

End users use the Loan Terms subview to record special features and terms about the small business loan.

To record loan features and terms

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

2. Drill down on an application, and click the Account Setup view tab.

3. From the link list, select Loan Terms.

4. In the Loan Terms list, select a product.

5. In the Loan Terms form, complete the necessary fields.

Managing Business Services Information

End users can use the Business Services views in the Applications screen to add, modify, copy, or delete business service application information.

To add business services

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

2. Drill down on an application, click the Business Services view tab.

3. In the Business Services list, from the link list, select one of the following subviews:

   • Business Payroll

   • Business Tax Service

   • Merchant Card Accepted

   • Merchant Card Location

   • Merchant Card Services

4. In the list for the associated subview, select a business service product.

5. Complete the necessary fields.

Processing Applications (End User)

After the application information is captured in Managing Application Information (End User) and Creating Small Business Loan Applications (End User) and submitted, the processing agent or underwriter might perform any of the tasks described in the following topics to process an application:

• Viewing Assigned Applications

• Assessing Applications

• Ordering and Viewing Reports

• Viewing Decisions on Applications

• Capturing Regulation C Compliance Information

• Adding Closing Activities

• Creating and Modifying Trailing Documents

• Creating Notes About Applications

  Note: Typically, end users would click the Next button to move between views, and process the application. To create an application view navigation, a Siebel administrator would want to create a view navigation for processing an application. For more information on setting up an application view workflow, see Setting Up Application View Navigation.

Viewing Assigned Applications

After users have been assigned an application for processing, they can view their applications in the My Applications list.

Use the Application screen for application assignment by:

• Implementing an assignment button and using Siebel Assignment Manager. For more information on Assignment Manager, see Siebel Assignment Manager Administration Guide.

• Using the Approval business service. See Automating Approval Processing.

To view assigned applications

1. Navigate to the Applications screen.

2. From the visibility filter, select My Applications.

   The Applications list appears displaying the applications that are assigned to the current user.

Assessing Applications

Application assessment is done by using:

• Assessment view. The processing agent or underwriter can use the Application Assessment view to make application assessments, as to whether or not the application can be approved. For more information on assessment templates, see Siebel Applications Administration Guide.

• Integration to decisioning system using Siebel integration method. You can configure integration to a legacy system or a decisioning system. For more information, see Overview: Siebel Enterprise Application Integration.

Ordering and Viewing Reports

During the processing of an application, the processing agent or underwriter might want to order reports such as appraisal or credit report. The agent can use the Report view to order such reports.

To enter report information

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

2. Drill down on an application, and click the Reports view tab.

3. In the Report list, create a new record and complete the necessary fields.

4. Scroll down to the Report Detail list, and enter detail information for the selected report.

   Note: For information on how to integrate Siebel Finance with third-party systems, such as a credit bureau system to automatically prepopulate the fields, see Overview: Siebel Enterprise Application Integration.

Viewing Decisions on Applications

The processing agent or underwriter uses the Decisioning views to see decisioning information from the back-end or decisioning system. End users see the financial and product information by accessing:

• Decisioned Financial view to view insurance, fees, and cost borrowing information.

• Decisioned Product view to view to see the approved product terms and conditions.

Note: These views are virtual business components and must be configured before they can be used. For more information, see Setting Up Household Financial Accounts Virtual Business Components.

Capturing Regulation C Compliance Information

If the loan is declined, the processing agent or underwriter must enter the reason of the decline for regulation C reporting. The agent uses the Regulation C view to capture the information.

To enter regulation C information

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

2. Drill down on an application, and click the Compliance view tab.

3. In the Compliance list, select the Regulation C Information view link.

4. In the Product list, select the product that is being declined.

5. In the Regulation C Information form, complete the necessary fields.

Adding Closing Activities

End users use the Closing Activities view to record all closing activities associated with the currently selected application.

For more information on activities and activity plans, see Managing Activities.

To add closing activities associated with an application

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

2. Drill down on an application, and click the Closing Activity view tab.

3. In the Activities list, add a record and complete the necessary fields.

Creating and Modifying Trailing Documents

Some applications, such as those for mortgages, require documentation from the applicants. End users can use the Trailing Documents view to track documents to be provided by the applicants. After users set the target date for a trailing document, Siebel Finance, with the help of business processes, creates activities to remind them to call the applicant to provide the necessary document, expediting the approval process.

Note: For more information on setting up a workflow, see Siebel Business Process Framework: Workflow Guide.

To add trailing documents

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

2. Drill down on an application, and click the Closing Activity view tab.

3. Select the Trailing Documents view link.

4. In the list, add a record for each trailing document to track.

Viewing Outstanding Trailing Documents

Use the following procedure to view outstanding trailing documents.

To view outstanding trailing documents

• Navigate to Applications, then the My Outstanding Documents view.

Creating Notes About Applications

As the processing agent or underwriter works with an application, end users might want to enter notes about the application. End users can create notes that everyone with access to the application record can see, or they can create notes that only they can see.

To create a note regarding an application

1. Navigate to the Applications screen, then the Application List view.

2. Drill down on the application, and click the Notes view tab.

3. From the Notes link view bar, select one of the following:

   • Public Notes. Notes that others can see.

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

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

   Tip: Click Check Spelling to check the spelling in your note.