1. Order Management Guide Addendum for Financial Services
  2. Using Siebel Configurator to Customize Financial Products

Using Siebel Configurator to Customize Financial Products

Siebel Configurator is used to customize financial products in a quote or order. You can use the Customize button to start a Configurator session. The Customize button is enabled when the customizable product is selected in the Quote or Order Line Items view. Customizing might involve adding components to one or more products within the quote.

You can also use the Modify or Revise buttons in the Financial Applications view to start a Configurator session.

You can use Siebel Configurator to:

  • Add components to a financial product

  • Associate contacts with a financial product

  • Set up owners and roles for a financial product

This task is a step in Process of Creating a Financial Services Application.