Financial Account Application

This ERD (see the following figure) illustrates how Siebel Financial Services supports generation of a financial product (loan, mortgage, or similar) application by a consumer (contact) or an organization. The applicant is assessed based on incomes, expenses, assets, and liabilities. Fees and collateral are associated with the application, and when it is approved, it generates a financial account (asset).

Financial Account Application: This image is described in the surrounding text.

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

Entity Table

Activity

S_EVT_ACT

Address

S_ADDR_PER, S_CON_ADDR

Application

S_OPTY

Application Contact

S_OPTY_CON

Application Product

S_REVN

Assessment

S_ASSESS

Assessment Value

S_ASSESS_VAL

Asset Liab Contact

S_FN_ASTLB_CON

Asset Liability

S_FN_ASSET_LIAB

Collateral

S_FN_OFFR_COLT

Contact

S_CONTACT, S_PARTY

Credit Report

S_FN_CRDT_RPT

Credit Report Item

S_CRDT_RPT_ITEM

Fee

S_FN_OFFR_FEE

Financial Account

S_ASSET

Inc. Exp. Contact

S_FN_INCEXP_CON

Income/Expense

S_FN_INCM_EXP

Note

S_NOTE_OPTY

Organization

S_ORG_EXT, S_PARTY

Product

S_PROD_INT

Quote

S_DOC_QUOTE

Sales Stage

S_STG

Trailing Document

S_OPTY_DOC