Business Components That Are Associated with Predefined Routing Models for Financial Services

The following table lists the business components that are associated with each of the predefined routing models. The letter Y indicates that the business component is associated with the routing model.

Business Components That Are Associated with Predefined Routing Models for Financial Services

Business Component	Finance Manager	Finance Analyst	Credit Originator	Insurance Manager or Agent
Activities	Yes	Yes	Yes	Yes
Applications	Yes	No	Yes	Yes
Calendar Access	Yes	Yes	No	Yes
Call Reports	Yes	Yes	No	No
Claims	No	No	No	Yes
Companies	Yes	Yes	No	Yes
Contacts	Yes	Yes	Yes	Yes
Employees	Yes	Yes	No	No
Events	Yes	Yes	Yes	Yes
Expense Reports	Yes	Yes	No	No
Facilities	No	No	No	Yes
Financial Accounts	Yes	No	No	No
Holdings and Interests	Yes	Yes	No	No
Households	Yes	No	No	Yes
Literature	Yes	Yes	No	No
Opportunities	Yes	No	Yes	Yes
Policies	No	No	No	Yes
Products	Yes	Yes	Yes	No
Providers	No	No	No	Yes
Securities	Yes	Yes	No	No
Service Requests	Yes	Yes	No	Yes