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Simulation Documentation

Simulation Name: Reading People Financial Information
Simulation Mode: Show me

Scenario: In this lesson you will be shown how to view a person's financial information.

Screen Name: #1: People Demographics - Microsoft Internet Explorer

Step: Select People Financial List from the SHOW drop-down list.
User Prompt: You have already anchored on your person. You now want to view the People Financial List page. To do this, select "People Financial List" from the SHOW menu.
Screen Name: #2: People Financial List - Microsoft Internet Explorer

Step: Click Asset Type "Hot Area" Asset Type
User Prompt: You can see that the People Financial List page looks different in that there are four sections (income, expenses, assets and liabilities). To view details for an item in a section, click on the hyperlink to the left of the item in the list (example: Asset).
Screen Name: #3: People Financial - Microsoft Internet Explorer

Step: Click OK "Hot Area" OK
User Prompt: View the details for the financial item. Click OK or CANCEL to go back to the People Financial List page (OK will save any changes and CANCEL will not).
Screen Name: #4: People Financial List - Microsoft Internet Explorer

Step: Click anywhere "Hot Area" anywhere
User Prompt: You're now back at the People Financial List page. Click anywhere to continue.
Screen Name: #5: People Financial List - Microsoft Internet Explorer

Summary: You have now been shown how to read a person's financial information.