Managing Financial Accounts for Siebel Financial Services

A financial account is a record of the monetary transactions for an individual or company.

These procedures are included in this section:

• View Financial Account Details

• Change Service Request Information for a Financial Account

• View Balance History Information for a Financial Account

• View Transactions for a Financial Account

Note: You must complete the relevant setup tasks detailed in the Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Financial Services.