Institutional Finance Sales Manager Routing Model

You can configure Siebel Remote to use the Institutional Finance Sales Manager routing model to send database extracts and transactions that include information that is relevant to a user who manages institutional finance sales. This user can view all records for the manager and all the records for users who report directly to this manager. A manager with no direct reports does not receive team data.

Siebel Remote handles literature routing. It synchronizes links to the literature with the remote client but it synchronizes the literature attachments only on request.