Entering Bank Information in Siebel Energy

A utility company might want to maintain a master list of verified, valid bank information and configure the Siebel application to display this bank information to users as a constrained list of values. This method can prevent users from capturing invalid Billing Profile information from customers.

A drop-down list of bank information in the Billing Profile displays the records that are entered in the Banks view of the Administration - Data screen. This topic describes how to enter the bank data manually.

Note: Alternatively, utility companies might maintain valid bank information externally and import the information into the Siebel application.

To enter bank information in Siebel Energy

1. Navigate to the Administration - Data screen, then the Banks view.

2. Add a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Bank Name	Type the name of a bank in which customer funds are deposited.
   Bank Routing Number	Type the routing number used for direct debit from the bank branch.
   Bank Branch	Type a bank branch from which debits are withdrawn.