Commercial Banking

This ERD (see the following figure) illustrates how Siebel Financial Services supports generation of a commercial loan (or facility) application by portfolio type. Each application is associated with many organizations as borrowers or lenders. The application tracks the collateral, policies, prices of a facility, and documents used in the application process, for example, trailing documents and attachments. An application must undergo several stages of approvals before it is finally approved to become a financial account.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Activity	S_EVT_ACT
Approval	S_FN_APPR
Attachment	S_OPTY_ATT
Borrower	S_OPTY_ORG
Collateral	S_FN_OFFR_COLT
Correspondence	S_EVT_FUL_REQ
Employee	S_EMP_PER, S_CONTACT, S_PARTY
Exception	S_OPTY_ORG_FNXM
Facility	S_REVN
Facility Detail	S_OPTY_PROD_FNXM
Facility Organization	S_OPTYPRD_ORG
Fee	S_FN_OFFR_FEE
Financial Account	S_ASSET
Note	S_NOTE_OPTY
Opportunity	S_OPTY
Opportunity Detail	S_OPTY_DTL
Organization	S_ORG_EXT, S_PARTY
Person	S_CONTACT, S_PARTY
Portfolio Type	S_MKT_SEG
Product	S_PROD_INT
Rating	S_OPTY_ORG_FNXM
Revenue	S_REVN
Revenue	S_REVN
Trailing Document	S_OPTY_DOC
Underwriting Standard	S_MKT_SEG_VAL