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Household History Analytic Subject Area

Availability

This subject area is available only in the Oracle CRM On Demand Financial Services Edition.

Business Purpose

The Household History Analytics subject area provides the ability to generate reports on households for the Contact dimension. This report enables advisors and their managers to answer questions, such as the following:

  • Which clients belong to which households?
  • How are the household assets in my book of business divided up among my clients?
  • What are my top households by total asset value?

You can combine household reports with portfolio reports to provide an enhanced client service by understanding clients as members of a household.

Relationship Type

Simple

Dimensions

This subject area has the following dimensions:

  • Contact
  • Household
  • Household Contact

Metrics

The complete list of metrics for this subject area is as follows:

  • Household Metrics
    • Total Household Assets
      • Total Household Assets
      • Average (Avg) Total Household Assets
    • Total Household Expenses
      • Total Household Expenses
      • Avg Total Household Expenses
    • Total Household Income
      • Total Household Income
      • Avg Total Household Income
    • Total Household Liabilities
      • Total Household Liabilities
      • Avg Total Household Liabilities
    • Total Household Net Worth
      • Total Household Net Worth
      • Avg Total Household Net Worth
    • Total Contact Assets
      • Total Assets
      • Avg Total Assets
    • Total Contact Expenses
      • Total Expenses
      • Avg Total Expenses
    • Total Contact Income
      • Total Income
      • Avg Total Income
    • Total Contact Liabilities
      • Total Liabilities
      • Avg Total Liabilities
    • Total Contact Net Worth
      • Total Net Worth
      • Avg Total Net Worth
    • Household Custom Metrics
    • Number (#) of Rolled Up Contacts
    • Number (#) of Rolled Up Service Requests
    • Number (#) of Rolled Up Leads
    • Number (#) of Contacts
    • Number (#) of Contact Service Requests
    • Number (#) of Contact Leads
    • Number (#) of Households

Usage Notes

The Contact dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level.


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