Applying for Financial Products from a Needs-Analysis Recommendation

You can collect additional, financial-needs information from the customer about income and financial goals. Then use the Needs Analysis view in the Household summary view to generate a list of product recommendations. The list of product recommendations includes individual financial products as well as product packages and bundles related to the criteria entered during the needs-analysis process.

Note: The needs analysis for a household is based on the primary contact of a household. Before performing a needs analysis, the primary contact must be set. For more information regarding contacts and households, see Siebel Finance Guide.

This task is a step in Process of Creating a Financial Services Application.

To add financial products from needs-analysis recommendations

1. Navigate to the Contacts screen, then the Contacts List view.

2. In the Contacts list, drill down on the contact.

3. Click the Needs Analysis view tab.

4. Scroll down to see the generated recommendations.

5. In the Recommendation list, drill down on the Product Name field to view further information about the product.

6. To apply for a specific product, select the Apply field.

7. Click Apply for Product.