Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in Siebel Order Management Guide Addendum for Financial Services Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Order Management Guide Addendum for Financial Services Guide, Siebel CRM 19.1 Update

2 Overview of Siebel Financial Services Customer Order Management for Banking

• Overview of Siebel Financial Services Customer Order Management for Banking
• About Siebel Financial Services Customer Order Management for Banking
• Scenario for Siebel Financial Services Customer Order Management for Banking

3 Setting Up Siebel Financial Services Customer Order Management for Banking

• Setting Up Siebel Financial Services Customer Order Management for Banking
• Roadmap for Setting Up Siebel Financial Services Customer Order Management for Banking
  • Required Tasks
  • Optional Tasks
• Activating Workflow Processes for Siebel Financial Services Customer Order Management for Banking
• Modeling the Financial Product
  • Using the Existing Contact and Financial Account Relationships with Siebel Financial Services Customer Order Management for Banking
• Setting Up Products and Catalogs

4 Managing Opportunities

• Managing Opportunities
• About Managing Opportunities
• Scenarios for Creating a New Opportunity
  • Scenario for Using Opportunities to Keep Track of Potential Sales
  • Scenario for Using Opportunities to Track Whether a Sales Deal Will Close
• Process of Managing Opportunities
  • Creating a New Opportunity
  • Adding an Applicant to an Opportunity
  • Adding a Product to an Opportunity
  • Generating a Quote for an Opportunity
  • Enabling the Applicant Group on a Quote
  • Copying Applicants from an Opportunity to a Quote
  • Copying Applicants from a Quote to a Financial Application

5 Managing Contacts

• Managing Contacts
• About Managing Financial Contacts
• Scenario for Adding New Contacts
• Process of Managing Financial Contacts
  • Adding Contacts
  • Viewing Contact Summary Information
  • Viewing a Financial Services Application
  • Suspending a Financial Account
  • Resuming a Financial Account
  • Modifying a Financial Account
  • Deactivating a Financial Account

6 Managing Financial Service Applications

• Managing Financial Service Applications
• About Managing Financial Service Applications
• About Using Siebel Configurator to Customize Financial Products
• Process of Creating a Financial Services Application
  • Creating the Order for a Financial Services Application
  • Adding Multiple Applicants to a Financial Services Application
  • Applying for Financial Products from a Needs-Analysis Recommendation
  • Adding Financial Products to an Application by Browsing a Catalog
  • Collecting Identity Information
  • Using Siebel Configurator to Customize Financial Products
    • Associating Applicants and Roles with Financial Products
  • Submitting the Financial Application
• Revising a Financial Services Application

7 Managing Closing Requirements

• Managing Closing Requirements
• About Closing Requirements
• Generating Closing Requirements
  • Adding Closing Activities
  • Adding Templates
  • Adding Workflow Processes
• Generating Trailing Documents
  • Adding Trailing Documents
  • Associating Literature with Trailing Documents