Associating Applicants and Roles with Financial Products

You can use Siebel Configurator to assign applicants and roles to financial products and components.

To associate an applicant and role with a financial product

1. Navigate to the quote or order that contains the product that you want to configure.

2. In the Line Items list, select the line item that contains the product with components, or add a new record for a product with components.

3. With the customizable product selected, click Customize to start a configuration session.

4. On the Siebel Configurator screen that is displayed, do the following:

   1. Owners appears. Click Add Relationship to add an empty applicant row.

   2. Select an applicant name. You can select applicants associated with this Quote or Order.

   3. In the Role menu, select Owner.

   4. Click OK.

   5. Click Save, then Done to return to the Line Items view.

   Repeat this step to add additional applicants to the financial product.

5. When the component is added to the financial product, click Done.