Configuration Guide for Oracle CRM On Demand Financial Services Edition


What's New in This Release


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Configuration Overview of Oracle CRM On Demand Financial Services Edition

About Oracle CRM On Demand Industry Editions

About Configuring Oracle CRM On Demand Financial Services Edition


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Configuring Oracle CRM On Demand Financial Services Edition

Process of Configuring Oracle CRM On Demand Financial Services Edition

Configuring Field Setup for Oracle CRM On Demand Financial Services Edition

Record Types for Oracle CRM On Demand Financial Services Edition

Activity Record Type

Appointment Record Type

Broker Profile Record Type

Contact Record Type

Contact Interests Record Type

Claim Record Type

Coverage Record Type

Financial Account Record Type

Financial Account Holder Record Type

Financial Plan Record Type

Financial Products Record Type

Financial Transaction Record Type

Household Record Type

Insurance Property Record Type

Involved Party Record Type

Lead Record Type

Opportunity Record Type

Policy Record Type

Policy Holder Record Type

Service Request Record Type

Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition

Example Configuration Picklists

Contact Interests

Service Requests

Financial Products

Activity Type

Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition

Adding an Outlook Web Applet to a Task Detail Page as Related Information

Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition

Setting Up Related Information Page Layouts for Oracle CRM On Demand Financial Services Edition

Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition

Setting Up Access Profiles for Financial Services Roles

Creating Financial Services Roles

Configuring Custom Objects for Policies

Configuring Books

Configuring My Team Polices List


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Configuring Workflows for the Producer Success Model

About Configuring Workflows for the Producer Success Model

Configuring Workflow Rules and Actions for the Producer Success Model

Workflow Rule for Creating a Referral Call When a New Lead is Created

Workflow Rules for Creating Followup Calls Based on Call Results

Followup Calls for Referral Calls Where the Result Is No Reach

Followup Calls for Review Calls Where the Result Is No Reach

Followup Calls for Birthday Calls Where the Result Is No Reach

Followup Calls for Referral or Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week and Is Within Six Months

Followup Calls for Birthday Calls Where the Result Is Stay in Touch and the Birthday Is Within Six Months

Followup Calls for Review Calls where the Result is Stay in Touch and the Birthday is Within the Current Week or Unknown

Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not Within Six Months

Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week and Within Six Months

Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week or Is Unknown

Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not Within Six Months

Workflow Rules for Scheduling Calls with Clients

Schedule Calls with Clients Where the Birthday Is Not in the Current Week and Is Within Six Months

Schedule Calls with Clients Where the Birthday Is Unknown, Is in the Current Week, or Is Not Within Six Months

Schedule Calls with Clients Where the Birthday Is Within Six Months and Is Not in the Current Week

Schedule Tasks for Calls to Clients where the Birthday is in the Current Week or is Not Within Six Months

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Configuration Guide for Oracle CRM On Demand Financial Services Edition Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Legal Notices.