Exact Coherent Structures in Pipe Flow: Travelling Wave Solutions

Exact Coherent Structures in Pipe Flow: Travelling Wave Solutions

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1 Exact Coherent Structures in Pipe Flow: Travelling Wave Solutions H. Wedin & R.R. Kerswell† Department of Mathematics, University of Bristol, Bristol, BS8 1TW, England, UK 27 February 2004 ABSTRACT Three-dimensional travelling wave solutions are found for pressure-driven fluid flow through a circular pipe. They consist of three well-defined flow features - streamwise rolls and streaks which dominate and streamwise-dependent wavy structures. The trav- elling waves can be classified by the m-fold rotational symmetry they possess about the pipe axis with m = 1, 2, 3, 4, 5 and 6 solutions identified.
  • steady solution
  • continuation approach
  • streamwise rolls
  • eigenvalue as part of the solution procedure
  • rolls
  • pipe flow
  • r.r. kerswell† department
  • streaks
  • disturbance

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SIEBEL eFINANCE GUIDE
MIDMARKET EDITION
eBUSINESS APPLICATIONS
VERSION 7.0
61PA1-EF00-07000
MARCH 2002Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404
Copyright 2002 Siebel Systems, Inc. ©
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respective owners.
U.S. GOVERNMENT RESTRICTED RIGHTS. Programs, Ancillary Programs and Documentation, delivered
subject to the Department of Defense Federal Acquisition Regulation Supplement, are “commercial computer
software” as set forth in DFARS 227.7202, Commercial Computer Software and Commercial Computer Software
Documentation, and as such, any use, duplication and disclosure of the Programs, Ancillary Programs and
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Government shall be subject to the applicable Siebel license agreement and the restrictions contained in
subsection (c) of FAR 52.227-19, Commercial Computer Software - Restricted Rights (June 1987), or
FAR 52.227-14, Rights in Data—General, including Alternate III (June 1987), as applicable. Contractor/licensor
is Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404.
Proprietary Information
Siebel Systems, Inc. considers information included in this documentation and
in Siebel eBusiness Applications Online Help to be Confidential Information.
Your access to and use of this Confidential Information are subject to the terms
and conditions of: (1) the applicable Siebel Systems software license
agreement, which has been executed and with which you agree to comply; and
(2) the proprietary and restricted rights notices included in this documentation.Contents
Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-5
Siebel Systems Welcomes Your Comments . . . . . . . . . . . . . . . . . . . Intro-7
Chapter 1. Overview
About Siebel eFinance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Siebel eFinance Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Chapter 2. Getting Started
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Integrating Data with Host Applications . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Configuring Lists of Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Setting Up Type, Area, and Subarea Information . . . . . . . . . . . . . . . . . . 2-3
Establishing Applets as Read/Write or Read-Only . . . . . . . . . . . . . . . . . 2-4
Determining Which Data Fields to Display . . . . . . . . . . . . . . . . . . . . . . 2-4
Chapter 3. Managing Companies
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Business Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Setting Up Values for Companies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Version 7.0 Siebel eFinance Guide MidMarket Edition iiiContents
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
About Setting Up and Managing a Company . . . . . . . . . . . . . . . . . . . . . . 3-5
Updating a Company’s Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Adding a Referral . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Chapter 4. Working with Contacts
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Business Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Administrator Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Views Available for Performing Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Reviewing, Creating, and Managing Contacts . . . . . . . . . . . . . . . . . . . . . . 4-6
Making a Mortgage Product Recommendation . . . . . . . . . . . . . . . . . . . . . 4-7
Performing a Mortgage Prequalification . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Using the Mortgage Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
About Setting a Contact’s Access Level . . . . . . . . . . . . . . . . . . . . . . . . . .4-10
Chapter 5. Working with Activities
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Institutional Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Retail Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Making an Appointment with a Customer . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Managing the My To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Assigning an Activity to a Coworker . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Providing a Literature Fulfillment by Email . . . . . . . . . . . . . . . . . . . . . . . 5-6
iv Siebel eFinance Guide MidMarket Edition Version 7.0Contents
Chapter 6. Working with Service Requests
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Call Center Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Relationship Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Application Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Creating a Service Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
Requesting an Account Service in a Service Request . . . . . . . . . . . . . . . . . 6-8
Changing a Company’s Address or Name Information . . . . . . . . . . . . . . .6-10
Changing a Customer’s Address or Personal Information . . . . . . . . . . . . .6-11
Recording a Customer Appeal or Grievance . . . . . . . . . . . . . . . . . . . . . . .6-11
Chapter 7. Working with Financial Accounts
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Call Center Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Relationship Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
Understanding Financial Account Administration . . . . . . . . . . . . . . . . . . . 7-4
Account Categories and Account Types . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Managing Financial Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Reviewing a Financial Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Creating a Service Request Using the GO Button . . . . . . . . . . . . . . . . . . . 7-9
Placing a Trade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-10
Version 7.0 Siebel eFinance Guide MidMarket Edition vContents
Chapter 8. Setting Up Applications
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Branch Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Setting Up an Application Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Activating the Auto Application Workflow . . . . . . . . . . . . . . . . . . . . . . . . 8-9
About Creating or Modifying a Sales Method . . . . . . . . . . . . . . . . . . . . . . 8-9
About Setting Up an Activity Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-10
About Setting Up Correspondence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-10
About Creating an Application Form Template . . . . . . . . . . . . . . . . . . . . .8-10
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
Viewing and Creating Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Navigating an Application Using the Next Button . . . . . . . . . . . . . . . . . . 8-14
Creating an Application Using the Auto Application Feature . . . . . . . . . . 8-16
Assigning an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17
Creating and Managing Consumer Detail Information . . . . . . . . . . . . . . . 8-18
Creating Product Detail Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19
Capturing and Managing Collateral Information . . . . . . . . . . . . . . . . . . . 8-20
Managing Mortgage Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20
Managing Business Services Information . . . . . . . . . . . . . . . . . . . . . . . . .8-21
Creating and Modifying Trailing Documents . . . . . . . . . . . . . . . . . . . . . . .8-21
Chapter 9. Setting Up Commercial Loan Requests
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Business Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
Loan Officer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
Credit Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Credit Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
vi Siebel eFinance Guide MidMarket Edition Version 7.0Contents
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8
About Setting Up an Activities Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8
About Setting Up a Document Template . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8
Setting Up an Approval Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8
Setting Up a Portfolio Type for a Commercial Loan . . . . . . . . . . . . . . . . . .9-10
Associating a Facility with a Financial Account . . . . . . . . . . . . . . . . . . . .9-12
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Creating a Commercial Loan Request . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-14
Setting Up a Facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-17
Syndicating a Facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-18
Setting Pricing and Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-18
Adding a Guarantor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-19
Adding a Covenant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-19
Adding Collateral . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-21
Creating a Policy Exception . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-21
Reviewing an Underwriting Standard . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-23
Reviewing Group Exposure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-23
Entering a Credit Decision for a Commercial Loan . . . . . . . . . . . . . . . . . .9-24
Assigning a Loan Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-24
Chapter 10. Working with Securities
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Business Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-3
Investment Representative . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-3
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Adding Securities Lists of Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-4
Creating and Modifying Stock, Bond, and Mutual Fund Records . . . . . . . .10-9
End-User Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10
Updating Securities Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10
Version 7.0 Siebel eFinance Guide MidMarket Edition viiContents
Chapter 11. Managing Products and Pricing
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Business Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4
Creating a New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-4
Defining Fees and Rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-6
End-User Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-9
Chapter 12. Managing Access Exceptions
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Business Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4
Setting an Access Level for Literature and Lists . . . . . . . . . . . . . . . . . . . 12-4
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-5
Adding an Access Exception . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-5
Setting an Access Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7
Viewing an Access Exception Associated with a Piece of Literature . . . . . 12-7
Viewccess Exd with a List . . . . . . . . . . . . . . . . 12-8
Chapter 13. Managing Deals
About This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2
Business Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3
Administrator Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4
End-User Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-7
viii Siebel eFinance Guide MidMarket Edition Version 7.0Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-5
Siebel Systems Welcomes Your Comments . . . . . . . . . . . . . . . . . . . Intro-7
Version 7.0 Siebel eFinance Guide MidMarket Edition Intro-1Introduction
Who Should Use This Guide
Who Should Use This Guide Intro
This guide is intended for financial institutions to meet the needs of retail banking,
retail securities, investment banking, institutional finance, private banking, and
wealth management. The procedures detailed in this book are intended to help
administrators set up and maintain Siebel eFinance, MidMarket Edition.
NOTE: All Siebel MidMarket product names include the phrase MidMarket Edition
to distinguish this product from other Siebel eBusiness Applications. However, in
the interest of brevity, after the first mention of a MidMarket product in this
document, the product name will be given in abbreviated form. For example, after
Siebel Call Center, MidMarket Edition, has been mentioned once, it will be referred
to simply as Siebel Call Center. Such reference to a product using an abbreviated
form should be understood as a specific reference to the associated Siebel
MidMarket Edition product, and not any other Siebel Systems offering. When
contacting Siebel Systems for technical support, sales, or other issues, note the full
name of the product to ensure its proper identification and handling.
Intro-2 Siebel eFinance Guide MidMarket Edition Version 7.0