Portfolio History Analytic Subject Area
This subject area is available only in the Oracle CRM On Demand Financial Services Edition.
This subject area provides the ability to analyze portfolio history, contacts, and products. Portfolio reports provide the capability to generate reports about portfolios for the following dimensions: Contact, Account, Product, Advisor, and Time. This report enables advisors and their managers to answer questions, such as the following:
This information allows you to analyze portfolios with respect to both clients and advisors.
This subject area has the following dimensions:
The complete list of metrics for this subject area is as follows:
The Contact dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level.
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