1. Finance Guide
  2. Setting Up Securities Lists of Values

Setting Up Securities Lists of Values

Before entering new securities into Siebel Finance, make sure that all the fields used to define a security are populated with the appropriate terms and classifications used by their organization. The following securities fields must be set up with the appropriate values:

  • Industry

  • Product Line

  • Product Class

  • Category

  • Exchange

The task is part of Process of Administering Securities.