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Financial Products Fields

Use the Financial Products Edit page to add a financial product or update details for an existing financial product. The Financial Products Edit page shows the complete set of fields for a financial product.

TIP: You can also edit financial products on the Financial Products List page and the Financial Products Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some of the Financial Product fields.

Field

Description

Financial Product Profile

Financial Product Name

Common name of the financial product. Examples are: Oracle Corporation, Mutual Fund X, Gold Saving, Best Mortgage, and so on.

Category

Category of financial product. (The recommended hierarchy is as follows: type, category, class, subclass, financial product, child financial product, more children, if necessary.)

Type

Type of financial product. Examples: Growth Fund, Safe Fund.

Class

Class of financial product. Examples: Equities, Bonds.

Sub-Class

Subclass of the financial product. Examples: Technology, Oil & Gas.

Parent Financial Product

Parent financial product of this product.

Financial Product ID

Financial product ID that the financial institution uses to identify a financial product in its financial product hub or equivalent entity.

MDM Product Hub ID

Financial product ID that the financial industry or external company uses to identify a financial product in an external master data management (MDM) financial product hub.

Current Price

Price of the financial product. The price can come from an external source such as market pricing, or internally, from a price list.

Price Source

Source of the price information for the financial product, for example, an application name, database name, integration name, and so on.

Current Price Last Updated

Date and time when the price for this financial product was last updated (from the price source).

Product Catalog

Product URL

URL for the catalog location of this financial product. It is usually an external financial product and URL.

Product Overview

Summary or introduction information about the financial product. This field has a limit of 16350 characters.

Product Catalog

URL for a financial product catalog that contains this financial product. The URL is usually an internal financial product URL.

Financial Product Overview

External ID

External source ID of the external information about the financial-product holder. This field has a limit of 50 characters.

External Source

Source of the external information about the financial product, for example, an application name, database name, integration name, and so on.

External Last Updated

Date and time when the data for this financial product was last updated (from the external source).

Related Topics

See the following topics for related, financial product information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.