Managing Financial Accounts for Siebel Financial Services

A financial account is a record of the monetary transactions for an individual or company.

The following procedures related to financial accounts and financial account management are included in this topic:

• Displaying Financial Account Details

• Modifying Service Request Information for a Financial Account

• Viewing Balance History Information for a Financial Account

• Viewing Transaction Detail Information for a Financial Account

Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Financial Services.