Creating New Products

Before creating a new product in Siebel Finance, end users must first create a product line. Then they can designate the products to be included in the product line, and set up the scoring system a financial institution’s agents will use to determine customers’ needs.

Administrators have the job of creating new products. The Product Administration view is used to define the finance-related products that are recommended by the sales agents and used in customer needs analyses. For more details on defining products and product lines, see Siebel Product Administration Guide.

To create a new product line

1. Navigate to the Administration - Product screen, and then the Product Lines view.

2. In the Product Line list, add a record, and complete the necessary fields as described in the following table.

   Field	Description
   Contracting	Indicates whether the product line is offered on a contracting basis.
   Licensing	Indicates whether the product line requires a license.
   Product Line	Name of the product line.
   Products	List of products associated with the product line.