Scenarios for Managing Financial Accounts

These scenarios feature sample tasks performed by a financial institution’s relationship managers and call center agents. Your organization might follow a different workflow according to its business requirements.

In these scenarios, the Siebel administrator is responsible for administering Siebel Finance and requires administrative responsibilities to:

• Add a financial account or a new authorized user to a financial account

• Associate holdings information with a contact’s financial account

The end users are the call center agents and relationship managers who answer customer calls. They enter information and create service requests:

• Review financial account information

• Create service requests using the Go button or place a trade

• Create a call list based on account holdings/balances

• Generate account reports

• Place a trade