Contents

• Title and Copyright Information
• Preface

1 What's New In This Release

• What's New in Siebel Finance Guide, Siebel CRM 21.9 Update
• What's New in Siebel Finance Guide, Siebel CRM 20.8 Update
• What's New in Siebel Finance Guide, Siebel CRM 20.7 Update
• What's New in Siebel Finance Guide, Siebel CRM 20.5 Update
• What’s New in Siebel Finance Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Finance Guide, Siebel CRM 19.1 Update

2 Overview of Siebel Finance

• Overview of Siebel Finance
• About Siebel Finance
• Siebel Finance Functionality and Modules
  • Siebel Finance Modules
• Siebel Finance Basic Functionality and Modules
  • Siebel Finance Basic Modules
  • List of Reports
• Oracle FLEXCUBE Universal Banking
• Basic Access Control for Siebel Financial Services
  • Access Control Mechanisms
    • Access-Group Access Control
  • Administration of Access-Group Access Control
    • Associating an Access Group with a Catalog
    • Associating an Access Group with a Category
• Configuration File Names for Siebel Financial Services Applications

3 Getting Started with Siebel Finance

• Getting Started with Siebel Finance
• About Applications Administration Tasks
• Renaming Siebel Account Objects
• Integrating Data with Host Applications
• Using the Show Audit Trail Button
• Configuring Lists of Values
• Setting Up Type, Area, and Subarea Information
• Establishing Applets as Read and Write or Read-Only
• About Displaying Back End/Host System Fields
• Configuring Summary Views
  • Editing a Summary View Layout
• About Command Center
  • Command Center Interface Types
• Command Center Configuration and Administration
• Process of Configuring the Command Center Action Form
  • Defining the Command Center Business Object
  • Defining the Command Center Actions
  • Selecting the Command Center Responsibilities
  • Example of Configuring the Command Center Action Applet
  • Creating Global Commands for the Command Line Applet

4 Managing Opportunities

• Managing Opportunities
• About Managing Opportunities
• About Deal Management Capability
• Scenario for Creating a New Opportunity
  • Sales Representative Records a Loan Opportunity
  • Investment Banker Creates IPO Deal
• Process of Managing Opportunities
  • Administrator Procedures
  • End-User Procedures
• Adding Opportunities as an Administrator
• Managing Opportunities and Team Members
  • Changing the Primary Sales Team Members for an Opportunity
  • Securing an Opportunity
• Adding Opportunities in Siebel Finance
  • Adding Opportunity Details
  • Sharing Opportunity Information with Product Groups
• Creating Opportunities from Applications
• Managing Deals in Siebel Finance
  • Changing the Primary Deal Team Members
  • Creating a New Activity Plan for a Deal
  • Creating a New Activity and Assigning a Deal Team Member
  • Creating a New Attachment for a Deal

5 Managing Companies

• Managing Companies
• About Managing Companies
• About Company Hierarchies
• Scenario for Managing Company Information
  • Sales Representative Tracks Company Information
  • Investment Banker and Research Analyst Analyze Research Literature to Send to Client
• Process of Managing Companies
  • Administrator Procedures
  • End-User Procedures
• Setting Up Values for Companies
  • Adding Industries
  • Adding Territories
• Deleting Company Information
• Managing Competitor Information
  • Removing Records from the Competitors List
• Verifying Coverage Team Members
  • Searching for a Company without Coverage Team Members
  • Adding and Deleting Members of the Coverage Team for a Company
  • Changing the Primary Coverage Team Member for a Company
• Managing the Custom-Defined Relationship Types LOV
• Generating Company Hierarchies for Data Aggregation
  • Default Company Hierarchies
  • Dynamic Company Hierarchies
    • Associating Dynamic Hierarchies with an Organization
• Adding Companies and Investors (End User)
• Updating Company Profiles (End User)
• Viewing Company Hierarchies in Roll-Up Views (End User)
  • Viewing the Aggregated Coverage Team for a Company
  • Viewing the Aggregated Opportunities for a Company
  • Viewing an Aggregated List of Contacts for a Company
• Creating Company Assessments (End User)
• Adding Company Applications (End User)
• Adding Company Service Requests (End User)
• Managing Company Coverage Teams (End User)
• Viewing Company Summaries (End User)
• Viewing Company Relationship Hierarchies (End User)
  • Creating a Custom-Defined Relationship
• Displaying Lists of Investor Transactions or Holdings (End User)
  • Displaying a List of Holdings by Investor
• About Managing Oracle FLEXCUBE Universal Banking Companies
  • Company - Contracts View
  • Company - Mandates View
  • Company - Limits View
  • Viewing Company and Signatories Information
    • Refreshing Company and Signatories Information
  • Company - Mandate View
  • Company - Limits View
    • Viewing Company Limit Information
    • Viewing Company Limit Line Items
    • Viewing Company Limit Information
    • Refreshing Company Line Limit Details

6 Managing Households

• Managing Households
• About Managing Households
• Scenario for Managing Households
• Process of Managing Households
• Adding Households
• Setting the Household Privacy Option
• Associating Contacts with Households
• Viewing Household Summaries
• Using the Household Relationship Hierarchy
• Viewing and Evaluating Household Portfolios
  • Selecting a Financial Account Associated with a Household
  • Viewing Aggregated Holdings for a Financial Account
  • Comparing Account Holdings Against a Portfolio Model
  • Viewing Selected Account Holdings by Sector
  • Viewing Expected Future Cash Flows for Selected Accounts
  • Viewing Selected Accounts’ Past Performance

7 Managing Contacts

• Managing Contacts
• About Managing Contacts
• Scenario for Adding a New Contact
  • Sales Representative Adds a New Contact
  • Private Banker Prepares for Sales Call
• Process of Managing Contacts (End User)
• Updating or Reviewing a Contact’s Holdings
• Updating or Reviewing a Contact’s Investment Profile
• Managing Contact Information (End User)
  • Adding Contacts
    • Associating a Contact with a Company
  • Creating Categories for Contact Information
  • Creating Notes About Contacts
  • Adding Contacts to a Literature Distribution
  • Contact Access Level
  • Entering Securities Interest for Contacts
  • Viewing a Contact’s Transaction History
  • Managing Contact Referral Information
    • Entering a Referral Received from a Contact
    • Creating a Referral to a Contact
• Creating Customer Assessments (End User)
• Setting the Customer Value Icon (End User)
• Viewing a Contact Summary (End User)
• Viewing Contact Relationship Hierarchies (End User)
  • Defining a Relationship Between Contacts
• Managing Mortgages (End User)
  • Performing Mortgage Needs Analyses
  • Making Mortgage Product Recommendations
  • Performing Mortgage Prequalifications
  • Using the Mortgage Calculator
• Creating Financial Plans (End User)
• About Managing Oracle FLEXCUBE Universal Banking Contacts
  • Viewing Oracle FLEXCUBE Universal Banking Contact and Signatory Information
    • Refreshing Contact and Signatory Information
  • Viewing Summary Information for Oracle FLEXCUBE Universal Banking Contacts
    • Refreshing Summary Information
  • Viewing Oracle FLEXCUBE Universal Banking Contact Mandates
  • Viewing Oracle FLEXCUBE Universal Banking Limits
    • Viewing Contact Limit Line Items
    • Refreshing Contact Limit Information
    • Refreshing Contact Limit Line Details
  • Viewing Oracle FLEXCUBE Universal Banking Contracts

8 Managing Call Reports

• Managing Call Reports
• About Managing Call Reports
• Scenario for Managing Call Reports
• Process of Managing Call Reports
  • Administrator Procedures
  • End-User Procedures
• Viewing Call Report Charts
• Activating the New Call Report Workflow
• Managing Call Report Templates
• Adding Call Reports (End User)
• Creating Call Report Distribution Lists (End User)
• Associating Action Items, Notes, and Attachments with Call Reports (End User)
• Setting the Call Report Privacy Flag (End User)
• Emailing and Printing Call Reports (End User)
  • Emailing or Printing a Call Report

9 Managing Activities

• Managing Activities
• About Managing Activities
• Scenarios for Managing Activities
  • Institutional Finance Account Rep Creates a Call List
  • Retail Finance Agent Creates an Activity for Customer Follow Up
• Process of Managing Activities
• Making Appointments with Customers
• Managing the My To Do List
• Assigning Activities to Coworkers
• Viewing Company Coverage Team Activities
• Creating Call Lists
• Providing Literature Fulfillment by Email

10 Managing Financial Accounts

• Managing Financial Accounts
• About Managing Financial Accounts
• Scenarios for Managing Financial Accounts
  • Call Center Agent Provides Account Information to Customer
  • Relationship Manager Resolves Customer Service Charge Inquiry
  • Wealth Management or a Brokerage Relationship Manager Creates Call List
• Process of Managing Financial Accounts
  • Administrator Procedures
  • End-User Procedures
• Financial Account Administration
  • Account Categories and Types
• Working with Financial Accounts
• Managing Oracle FLEXCUBE Universal Banking Financial Accounts
  • Viewing CASA Financial Account Information
    • Refreshing CASA Financial Account Information
  • Viewing CASA Standing Instructions
    • Refreshing CASA Standing Instructions
  • Viewing CASA Payment and Collection Information
    • Refreshing CASA Payment and Collection Information
  • Viewing CASA Authorized Signatories Information
    • Refreshing CASA Authorized Signatories Information
  • Viewing CASA Account Transaction Information
    • Refreshing CASA Account Transaction
  • Viewing Retail Deposit Information
    • Refreshing Retail Deposit Information
  • Viewing Retail Deposit Authorized Signatories Information
    • Refreshing Retail Deposit Authorized Signatories Information
  • Viewing Retail Deposit Redemption Details Information
    • Refreshing Retail Deposit Redemption Details Information
  • Viewing Corporate Deposit Information
    • Refreshing Corporate Deposit Information
  • Viewing Corporate Deposit Schedules
    • Refreshing Corporate Deposit Schedules Information
  • Viewing Loan Account Information
    • Refreshing Loan Account Information
  • Viewing Loan Account Components and Schedules
    • Refreshing Loan Account Components and Schedules
• Setting Up Household Financial Accounts Virtual Business Components
  • Configuring Virtual Business Components User Properties
  • Setting Up a Test ASP and Testing the Local Database
  • Virtual Business Components Testing
• Reviewing Financial Accounts (End User)
  • Viewing Account Analysis
  • Creating a Call List Based on Account Criteria
• Creating Service Requests Using the GO Button (End User)
• Placing Trades (End User)

11 Managing Financial Contracts

• Managing Financial Contracts
• About Managing Financial Contracts
• Viewing Contracts
• Viewing Contracts Bills and Collection Information
  • Refreshing Contract Information
  • Obtaining Contract Parties Information
• Viewing Contracts Bills and Collections Details
  • Refreshing Contract Bills and Collection Details
• Viewing Contracts Letters of Credit and Guarantees Information
  • Refreshing Contract Letters of Credit and Guarantee Information
  • Obtaining Contract Parties Information
• Viewing Contracts Letters of Credit and Guarantees Details
  • Refreshing Contract Letters of Credit Guarantees Information

12 Managing Service Requests

• Managing Service Requests
• About Managing Service Requests
• Scenarios for Managing Service Requests
  • Call Center Agent Creates a Service Request
  • Relationship Manager Creates a Service Request
  • Application Administrator Changes a Company Name
• Process of Managing Service Requests
  • Administrator Procedures
  • End-User Procedures
• Changing a Company Address or Name
• Changing a Customer Address or Name
• Creating Service Requests (End User)
• Requesting Account Service in Service Requests (End User)
• Changing Company Address or Name Information (End User)
• Changing Customer Address or Personal Information (End User)
• Recording Customer Appeals or Grievances (End User)

13 Managing Financial Needs Analyses

• Managing Financial Needs Analyses
• About Managing Financial Needs Analysis
• Scenarios for Managing Financial Needs Analysis
  • Application Administrator Creates a New Needs Analysis Script
  • Agent Uses Needs Analysis Script to Determine Product Requirements
  • Relationship Manager Uses Investments Needs Analysis Script
• Administrator Financial Needs Analysis Procedures
• End-User Financial Needs Analysis Procedures
• Needs Analysis Script Creation
• Setting Up Product Scores
  • Correcting a Script Problem with a Product Score
• Creating Investment Objectives and the Portfolio Mix
  • Performing Portfolio Mix Administration
• Performing General Needs Analysis for Companies or Contacts
• Performing Investment Needs Analysis for Contacts
• Generating Recommendations from a Needs Analysis Session
  • Selecting a Recommended Product Using the Apply Field

14 Managing Siebel Finance Applications

• Managing Siebel Finance Applications
• About Managing Siebel Finance Applications
• Scenario for Managing Siebel Finance Applications
  • Application Administrator Creates a New Financial Product and Application
  • Branch Agent Prepares a Customer Application for the New Product
• Process of Managing Siebel Finance Applications
  • Administrator Procedures
  • End-User Procedures
• Setting Up Application View Navigation
  • Sales Method Creation and Modification
  • Activity Plans Set Up
  • Correspondence Set Up
  • Application Form Template Creation
• About Auto Application
• Verifying the Run-Time Event Data for Auto Application
  • Deactivating the Auto Application Workflow
• Upgrade Notes to Continue Using Customized Version of Auto Application Workflow
• Viewing and Creating Applications (End User)
  • Accessing the Applications View from the Companies Screen
  • Creating an Application
  • Navigating Applications Using the Next Button
  • Creating Applications Using the Auto Application Feature
  • Assigning Applications to Coworkers
• Managing Application Information (End User)
  • Adding Product Detail Information
  • Adding Applicant and Guarantor Information
    • Creating an Updated Statement
  • Adding Consumer Detail Information
  • Adding Reference Information
  • Adding Collateral Information
  • Reviewing Product Disclosure Information
  • Reviewing Closing Requirements
  • Managing Documents
• Creating Small Business Loan Applications (End User)
  • Adding Business Details
  • Recording Unique Features and Terms
  • Managing Business Services Information
• Processing Applications (End User)
  • Viewing Assigned Applications
  • Assessing Applications
  • Ordering and Viewing Reports
  • Viewing Decisions on Applications
  • Capturing Regulation C Compliance Information
  • Adding Closing Activities
  • Creating and Modifying Trailing Documents
    • Viewing Outstanding Trailing Documents
  • Creating Notes About Applications

15 Managing Commercial Loans

• Managing Commercial Loans
• About Managing Commercial Loans
• Scenarios for Managing Loan Requests
  • Administrator Sets Up Approval Stages and Underwriting Standards
  • Loan Officer Creates New Loan Request
  • Credit Committee Officer Reviews Loan Request
  • Credit Administrator Sets Up Capital Facility
• Process of Managing Commercial Loans
  • Administrator Procedures
  • End-User Procedures
• Activating Loan Request Workflows
  • Reloading Runtime Events
• Assessment Templates for Loan Approvals
• Activities Plan for Loan Requests
• Document Template for Loan Requests
• Setting Up Approval Levels
• Setting Up Portfolio Types for Commercial Loans
  • Setting Up a Commercial Loan Underwriting Standard
• Associating Facilities with Financial Accounts
• Creating Commercial Loan Requests (End User)
  • Adding Borrower Details to a Loan Request
  • Associating an Approval Level with a Loan Request
  • Creating or Modifying a Credit Issue for a Commercial Loan Request
• Setting Up Facilities (End User)
  • Creating a New Facility and Associate a Borrower
• Syndicating Facilities (End User)
• Setting Pricing and Fees for Facilities (End User)
• Adding Guarantors to Loan Facilities (End User)
• Adding Covenants to Facilities (End User)
  • Copying Existing Covenants from One Facility to Another
• Adding Collateral to Loan Facilities (End User)
• Creating Policy Exceptions (End User)
  • Creating a Policy Exception at the Borrower Level
  • Creating a Policy Exception at the Facility Level
• Reviewing Underwriting Standards for Loan Requests (End User)
• Reviewing Group Exposure (End User)
• Entering Credit Decisions for Commercial Loans (End User)
• Assigning Loan Requests (End User)

16 Managing Holdings and Interests

• Managing Holdings and Interests
• About Managing Holdings and Interests
• Scenario for Promoting a Market Opportunity to Targeted List of Clients
• Process of Administering Securities
• Setting Up Securities Lists of Values
  • Defining Industry Values
  • Defining Product Lines
  • Defining Product Classes
  • Adding Categories
    • Adding Security Exchanges
• Creating and Modifying Stock, Bond, and Mutual Fund Records
  • Editing Mutual Fund Information
  • Associating Literature Documents with a Security
• Process of Tracking Clients’ Interests and Creating Interest-Based Call Lists
• Entering Interests and Holdings Information
  • Recording an Interest Based on a Holding
  • Entering Holdings Information
• Creating and Using Targeted Call Lists
  • Modifying the Contacts in a Targeted Call List
  • Using a Targeted Call List
• Configuring Call List Generation

17 Managing Products and Pricing

• Managing Products and Pricing
• About Managing Products and Pricing
• Scenario for Managing Products and Pricing
  • Administrator Defines New Products
  • Customer Service Representative Views Product Information
• Process of Managing Products and Pricing
  • Administrator Procedures
  • End-User Procedures
• Creating New Products
  • Creating a Product
• Defining Fees and Rates
  • Setting a Rate for a Product
• Using Product Information (End User)

18 Managing Access Exceptions

• Managing Access Exceptions
• About Managing Access Exceptions
• Scenario for Analyzing Access Exceptions
• Administering Access Exceptions
• Setting Access Levels for Literature and Lists
  • Setting the Access Level for a List
• Activating Access Workflows for Distribution Exceptions
  • Reloading Runtime Events
• Using Access Exceptions
• Adding Access Exceptions
• Setting Access Levels
  • Setting an Access Level for a List
• Viewing Access Exceptions Charts
• Viewing Access Exceptions Associated with Literature
• Viewing Access Exceptions Associated with a List

19 Managing Group Pensions

• Managing Group Pensions
• About Managing Group Pensions
• Scenario for Creating a Company 401(k) Plan
• Group Pension Sample Tasks
• Process of Managing Group Pension Plans
  • Administrator Procedures
  • End-User Procedures
• Defining Group Pension Products
  • Defining Funding Vehicles for a Group Pension Product
• Defining Group Pension Plans
  • Specifying Plan Rules
  • Defining Participant Classes for Plan Participants
  • Recording Key Group Pension Plan Contacts
  • Entering Billing Information
• Administering Group Pension Plans (End User)
  • Adding Eligible Plan Members
  • Creating a Service Request Associated with a Group Pension Plan
  • Enrolling New Participants in a Group Pension Plan
  • Recording Participant Beneficiary Information
  • Creating an Activity Associated with a Group Pension Plan
  • Creating a Note Associated with a Group Pension Plan

20 Business Services for Siebel Financial Services

• Business Services for Siebel Financial Services
• About Siebel Business Services
• About Siebel Financial Services Business Services
• Disclosure Manager
  • FINS Disclosure UI Service Methods
  • SetupDisclosure Input User Properties
  • SetupDisclosure Output User Properties
• VBC Cache and Instance Manager
  • Caching VBC Overview
  • Components
  • Stages of the Caching VBC Process
  • Caching VBC Configuration
  • Purging the VBC Cache
    • Business Service Configuration
    • Integration Object Configuration
    • Workflow Configuration
• Free Format Converter
  • FINS EAI Free Format Hier Converter Methods
  • PropSetToPlainText and PropSetToRawText User Properties
• Data Validation Manager
• Business Rule Processor
• Process of Defining Business Rule Processes
• Creating and Managing Business Rule Processes
  • About Business Rule Processes
  • About Defining Business Rule Processes
  • Revising an Existing Business Rule Process
  • Activating a Business Rule Process
  • Exporting a Business Rule Process
  • Importing a Business Rule Process
• Defining Properties for a Business Rule Process
  • About Business Rule Process Property Types
• Defining Procedures for a Business Rule Process
  • Defining a Step for a Business Rule Process Procedure
• Fine-Tuning the Assignment Statement
  • About the Light Parser Flag
  • About the Cache Flag
• Handling Business Rules Processor Errors
  • Throwing Errors Within a Business Rules Process
  • Recovering from Errors Within a Business Rules Process
• Using BRP Helper Business Services
  • FINS CAP Buscomp Data Loader Business Service
    • About LoadData Method
    • Example of LoadData Method Using Field [n]
    • Example of LoadData Method Using Key Field and Value Field
    • About ClearCache Method
  • FINS CAP Buscomp Handler Business Service
    • About Query Method
    • About GetFieldValue Method
    • About SetFieldValue Method
    • About InsertRecord Method
    • About NextRecord Method
• Invoking the Business Rule Processor
  • Using eScript to Invoke the Business Rule Processor
    • Example of Loading the BRP Business Service
    • Example of Running the BRP Business Service
• Logging Business Rules Processor Debug Messages
• Requirements Manager
  • About Requirements Manager
    • Key Features of Requirements Manager
    • About Invoking Requirements Manager
  • Administering Requirements Manager
  • Creating Record Templates
  • Creating Requirement Templates
  • Using Requirements Manager
  • Creating Record Group Templates
  • Example of Using Requirements Manager for Record Group Templates
    • Configuring a Record Group Template for Generating Vehicle Coverages
    • Creating a New Auto Policy
• Customer Authentication Manager
  • Creating Customer Authentication Templates
  • Defining Customer Authentication Rules
  • Invoking Customer Authentication Manager
  • Configuring Customer Authentication Manager to Handle More Fields
• Using the Calculation Manager
  • Specifying Calculation Rules
    • Specifying Variables
    • Specifying Calculation Details
  • Example of Using Embedded eScript for Mortgage Calculation
  • Invoking Siebel Calculation Manager
• Using the Customer Expectations Manager
  • Defining Customer Expectation Manager Rules
  • Invoking Customer Expectations Manager
• Automating Approval Processing
  • Defining Approval Items and Approval Stages
  • Invoking FINS Approval UI Service from a Workflow
    • Configuring the Start Step
    • Configuring the Business Service Step
  • Approving or Declining Approval Stages (End User)
• Automating the Display of Disclosure Documents
  • Setting Up Disclosures
    • Revising an Existing Disclosure
  • About Disclosure Workflows
  • Invoking the Disclosure UI Service Business Service
  • Viewing Disclosures Associated with Contacts (End User)
• SmartScript Integration with Workflow
  • Example of Integrating SmartScript with Workflow
  • FINS Web Shopping Service Methods
  • FINS SmartScript Output Service Methods
• Dynamic UI Business Service
  • Example of Creating a Dynamic Applet with the Dynamic UI Business Service
  • Displaying Dynamic Applets in a Workflow
  • Creating a View Template for Dynamic Applets
• FINS Application View Navigation
  • Business Service Methods
  • Business Service Behaviors
  • Business Service Administration
  • Example of FINS Application View Navigation
  • Upgrade Note

21 Managing Product Group Visibility

• Managing Product Group Visibility
• About Product Group Visibility
• Process of Managing Product Group Visibility
  • Procedures Common to Administrators and End Users
  • Procedures for Administrators
  • Procedures for End Users
• Activating Run-Time Events and Workflows
• Creating Positions and Users
• Creating Associated Product Groups
• Sharing Opportunity Information (End User)
• Sharing Notes (End User)
• Implementing Product Group Visibility by Configuration and Scripts
• About the Logic for Product Group Visibility
  • Read-Only and Editable Views
  • Viewing a List of Primary Product Group Members
  • Related Classes, Methods, and Business Services
• Process for Establishing Confidential Mode Visibility
  • Changing the Data Model for Confidential Mode Visibility
  • Changing the Buscomp Layer for Confidential Mode Visibility
  • Changing the View Layer for Confidential Mode Visibility
• Process for Establishing Suppress Mode Visibility
  • Changing the Data Model for Suppress Mode Visibility
  • Changing the Buscomp Layer for Suppress Mode Visibility
  • Changing the View Layer for Suppress Mode Visibility

22 Workflow Reference for Oracle FLEXCUBE Universal Banking in Siebel Finance

• Workflow Reference for Oracle FLEXCUBE Universal Banking in Siebel Finance
• Oracle FLEXCUBE Universal Banking Workflow Reference
  • FINS BIB Service Request Info Upsert SYNC Workflow
  • FINS BIB Service Request Query SYNC Workflow
  • FINS BIB Activity Upsert Workflow
  • FINS BIB Activity Insert Workflow
  • FINCORP BIB Deposit Account Info Upsert SYNC Workflow
  • FINCORP BIB Deposit Account Update FAF Workflow
  • FINCORP BIB Deposit Account Upsert FAF Workflow
  • FINS BIB Deposit Account Create Workflow
  • FINS BIB Deposit Account Update Workflow
  • FINCORP BIB Loan Account More Info Upsert SYNC Workflow
  • FINCORP BIB Loan Account Update FAF Workflow
  • FINCORP BIB Loan Account Upsert FAF Workflow
  • FINS BIB Loan Account Create Workflow
  • FINS BIB Loan Account Update Workflow
  • FINS BIB Populate VBC from Profile Attribute Workflow
  • FINS BIB Set XML Msg to Profile Workflow
  • FINS BIB Account Info Update FC Workflow
  • FINS BIB Account Info Upsert SYNC Workflow
  • FINS BIB Account Limit Upsert SYNC Workflow
  • FINS BIB Contact Info Update FC Workflow
  • FINS BIB Contact Info Upsert SYNC Workflow
  • FINS BIB Contact Limit Upsert SYNC Workflow
  • FINS BIB Customer Info Create SYNC Workflow
  • FINS BIB Customer Info Inquiry Workflow
  • FINS BIB Customer Info Update FAF Workflow
  • FINS BIB Remove Account To Customer Relationship Workflow
  • FINS BIB Remove Contact To Customer Relationship
  • FINS BIB Contract Upsert Workflow
  • FINS BIB Lead Info Upsert Workflow
  • FINS BIB Offers Inquiry All Workflow

23 Sample ASPs for Household Financial Accounts Virtual Business Components

• Sample ASPs for Household Financial Accounts Virtual Business Components
• About Sample ASPs for Household Financial Accounts Virtual Business Components
• cashflow.asp
• Performance.asp
• ModelValueByClass.asp
• ModelValueBySector.asp
• holdings.asp