1. Finance Guide
  2. Adding Security Exchanges

Adding Security Exchanges

In some instances, you must add new exchange information to Siebel Finance. The Exchange field is used to indicate the securities exchange systems. For example, a brokerage organization might populate the Exchange field with values, such as NASDAQ, FTSE, and Nikkei. Add all the exchanges that are relevant to your organization.

The task is part of Setting Up Securities Lists of Values.

To add a security exchange

  1. Navigate to the Administration - Data screen, and then the List of Values view.

  2. Run a new query for Type = SECURITY_EXCHANGE.

    The current SECURITY_EXCHANGE records are returned with the existing list of values for the Product Class type.

  3. In the List of Values list, add a record, and complete the necessary fields.