Intelligent Advisor Workflows for Siebel Financial Services

This chapter includes information about the Intelligent Advisor workflows for Siebel Financial Services.

• Workflows for Intelligent Advisor Interview Sessions
• Intelligent Advisor Integration Workflows for Siebel Financial Services

Note: For information about the workflows used by embedded interviews for the Siebel Mobile application for Siebel Financial Services, see Using Embedded Interviews for Siebel Mobile Application for Siebel Financial Services.

Note: If you can't see all the detail in some larger workflow diagrams in this chapter, then you can view these workflows in Siebel Tools to see a clearer image.