1. Finance Guide
  2. Creating and Modifying Stock, Bond, and Mutual Fund Records

Creating and Modifying Stock, Bond, and Mutual Fund Records

Once the securities lists of values are populated correctly, you can then add and modify individual securities records. You can also associate a literature item with a security.

Typically, securities information is imported into Siebel Finance using Siebel Enterprise Integration Manager (EIM). An organization can import the data displayed in the Securities views from one or more other systems (such as a trading system). Administrators can also add or modify securities for their organizations in the All Securities view in the Finance Administration screen.

For more information about Siebel Enterprise Integration Manager, see Siebel Enterprise Integration Manager Administration Guide.

This task is part of Process of Administering Securities.

To add a new securities record

  1. Navigate to the Administration - Finance screen, and then the Securities view.

  2. In the Securities list, add a record, and complete the necessary fields.