Intelligent Advisor Workflows for Siebel Financial Services
This chapter includes information about the Intelligent Advisor workflows for Siebel Financial Services.
Note: For information about the workflows used by embedded interviews for the Siebel Mobile
application for Siebel Financial Services, see Using Embedded Interviews for Siebel Mobile Application for Siebel Financial Services.
Note: If you cannot see all of the detail in some of the larger workflow
diagrams in this appendix, then you can view these workflows in Siebel
Tools to see a clearer image.