Performing Needs Analysis for Contacts

You perform a needs analysis for a contact to record information about the contact. However, you do not automatically create a financial application when you perform a needs analysis.

To perform a needs analysis for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap the last name of a contact in the Contacts list.

3. In the Contact 360 View that appears, complete the following steps:

   1. In the Needs Analysis applet, select a type of needs analysis.

      For example, select Savings.

   2. Tap Start New.

      Doing this initiates the needs analysis interview from Intelligent Advisor for the particular needs analysis selected in the previous step.

      The needs analysis interview consists of a series of views and questions. The composition and structure of the needs analysis interview varies according to the Intelligent Advisor Policy Model set up for your implementation of the selected type of needs analysis.

Note: For information about integrating Intelligent Advisor for Siebel business applications, which includes creating and deploying policy model definitions in Intelligent Advisor, see Siebel Self Service Administration Guide. For information about the Intelligent Advisor-specific workflows for Siebel Financial Services, see Intelligent Advisor Workflows for Siebel Financial Services. The sample policy model that is shipped with Intelligent Advisor illustrates the capabilities of the integration between Intelligent Advisor and Siebel Mobile.

After completing the needs analysis interview, the Recommendations screen appears. For more information, see Viewing Recommendation Information for a Contact and Applying for Products for a Contact.