1. Order Management Guide Addendum for Financial Services
  2. Activating Workflow Processes for Siebel Financial Services Customer Order Management for Banking

Activating Workflow Processes for Siebel Financial Services Customer Order Management for Banking

Siebel Financial Services Customer Order Management for Banking is based on workflow processes and business services for Siebel CRM that you can configure. You can customize ordering to meet the order management requirements of your company.

You must activate all workflows under following workflow categories before using the product:

  • Eligibility and Compatibility

  • Pricer

  • Product Promotions

  • Product Recommendation

  • Asset Based Ordering

  • Configurator

  • Marketing

  • FINS AcctOrig

  • C/OM UI Processes

For information about activating workflow processes, see Siebel Business Process Framework: Workflow Guide.