Displaying Financial Account Details

You can display financial account details by using the Financial Accounts list. You cannot modify financial account information. This information originates in the non-mobile application for Siebel Financial Services.

To display financial account details

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

   • The Financial Accounts list and details for the selected financial account in the main pane.

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

2. Tap a financial account in the Financial Accounts list.

3. To view the related items for the selected financial account, tap the following names in the list in the side pane:

   • Service Requests. Shows the service request information for the financial account. For more information, see Modifying Service Request Information for a Financial Account.

   • Balance History. Shows the balance history information for the financial account. For more information, see Viewing Balance History Information for a Financial Account.

   • Transaction Detail. Shows the transaction detail information for the financial account. For more information, see Viewing Transaction Detail Information for a Financial Account.