Process of Creating a Financial Services Application

This process covers special features of orders for Oracle Financial Services that are different from the standard features of Siebel Order Management. For information about standard order management, see Siebel Order Management Guide.

To create orders for financial services, perform the following tasks:

1. Creating the Order for a Financial Services Application

2. Adding Multiple Applicants to a Financial Services Application

3. Applying for Financial Products from a Needs-Analysis Recommendation

4. Adding Financial Products to an Application by Browsing a Catalog

5. Collecting Identity Information

6. Using Siebel Configurator to Customize Financial Products

7. Submitting the Financial Application