Managing Holdings and Interests

This chapter is about administering securities records in Siebel Finance and managing contacts’ interests and holdings. It includes the following topics:

• About Managing Holdings and Interests

• Scenario for Promoting a Market Opportunity to Targeted List of Clients

• Process of Administering Securities

• Setting Up Securities Lists of Values

• Creating and Modifying Stock, Bond, and Mutual Fund Records

• Process of Tracking Clients’ Interests and Creating Interest-Based Call Lists

• Entering Interests and Holdings Information

• Creating and Using Targeted Call Lists

• Configuring Call List Generation