Managing Households for Siebel Financial Services

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

• Modifying Household Information

• Modifying Contact Information for a Household

• Viewing Note Information for a Household

• Viewing Activity Information for a Household

• Viewing Opportunity Information for a Household

• Viewing Financial Account Information for a Household

• Modifying Address Information for a Household

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Financial Services.