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Policy Holder Fields

Use the Policy Holder Edit page to add a policy holder, or to update details of an existing policy holder. The Policy Holder Edit page shows the complete set of fields for a policy holder.

TIP: You can also edit policy holder information on the Policy Holder List page and the Policy Holder 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 fields.

Field

Description

Policy Holder Profile

Policy

The policy linked to this policy holder.

Contact Holder

The contact name for the policy.

Policy Holder Name

The unique name of the policy holder.

Role

The role of the contact in this policy. Some example roles are: insured, primary driver, and beneficiary.

Currency

The currency of the policy holder.

Insured Type

The insured type for each contact in the policy, such as primary, or secondary.

Percentage

The percentage of the policy that the holder owns. For example, for a life policy, customers can receive the proceeds of the policy, based on this percentage.

Policy Holder Integration

External System ID

The external source ID of the external information about the policy holder. This field has a limit of 50 characters.

External Source

The source of the external information about the policy holder, for example, an application name, database name, integration name, and so on. This field has a limit of 50 characters.

Integration ID

The integration ID of the external information about the policy holder. This field has a limit of 50 characters.

External Last Updated

The date and time when the data for this policy holder was last updated (from the external source).

Related Topics

See the following topic for related information:


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