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Household Fields

Use the Household Edit page to add a household or update details for an existing household. The Household Edit page shows the complete set of fields for a household.

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in picklists. Therefore, the information you see might differ from the standard information described in this table.

The following table provides additional information regarding some fields. Many fields on the Household pages are read-only because they are calculated from the contact records linked to the household with the Roll Up field checked. Additive fields, such as Total Assets, are totaled from all contacts with the Roll Up field checked in the household. Non-additive fields, such as addresses, are usually rolled up from the primary contact in the household.

If there are no contact records linked to the household, you can add contacts to the household record, see Tracking Household Members.

Field

Description

Key Household Information

Household Name

Limit of 50 characters.

Primary

Read-only.

Household Detail Information

Type

Default values are: Family - Children, Family - No Children, Family - Senior Citizen, Single, Single Parent Family, Family, Extended Family, Unmarried Couple, Empty Nest, Retired, and Other.

Segment

Default values are: White Collar, Blue Collar, Rural, Own Residence, Renter, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Penta-Millionaires, and Ultra High Net Worth.

Last Activity

Read-only. Reflects the date of the last activity linked to the household.

Head of Household DOB

Read-only.

Additional Information

Account

Read-only.

Contact

Read-only.

Owner

The owner of the household record.

Generally, the owner of a record can update the record, transfer the record to another owner, or delete the record. However, your company administrator can adjust the access levels to restrict or expand a user's access.

The value in the Owner field affects which records are included in reports that you or your managers run from Reports and Dashboard pages.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Household Financial Profile

Total Income

The total income for all contacts that roll up into the household. Read-only.

Total Assets

The total assets for all contacts that roll up into the household. Read-only.

Total Expenses

The total expenses for all contacts that roll up into the household. Read-only.

Total Liabilities

The total liabilities for all contacts that roll up into the household. Read-only.

Total Net Worth

The total net worth for all contacts that roll up into the household. Read-only.

Investment Risk Profile

Risk Profile

Populated from the primary contact record of the household. Read-only.

Experience Level

Populated from the primary contact record of the household. Read-only.

Investment Horizon

Populated from the primary contact record of the household. Read-only.

Current Investment Mix

Populated from the primary contact record of the household. Read-only.

Objective

Populated from the primary contact record of the household. Read-only.

Primary Goal

Populated from the primary contact record of the household. Read-only.

 Related Information

See the following topics for related Household information:


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