Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Wealth Management

Oracle CRM On Demand provides the following record types for wealth management:

  • Financial Accounts. Use these pages to manage financial account information.
  • Financial Account Holders. Use these pages to manage information about holders of financial accounts.
  • Financial Account Holdings. Use these pages to manage the transactions of a single financial product for a financial account.
  • Financial Plans. Use these pages to manage the financial plans of a contact or business for one or more specific financial accounts.
  • Financial Products. Use these pages to manage financial product information.
  • Financial Transactions. Use these pages to track the transactions for a specific financial account.
  • Portfolios. Use these pages to manage portfolio accounts.
  • Households. Use these pages to manage information for a group of related contacts, who live in the same household.

Note: All of these record types are available only with Oracle CRM On Demand Financial Services Edition.


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