Compensation Plan Templates

Implementing Compensation Plan Templates

Before importing compensation plan templates into the Oracle Incentive Compensation system, complete the following setup steps.

Enabling Custom Attributes

Enable the following custom attributes in the appropriate operating unit. ATTRIBUTE 96 is referenced in all compensation plan templates. ATTRIBUTE 97 is referenced only in the Portfolio Managers compensation plan template for the Wealth Management segment.

Column	Column User Name	Usage	Classification and Search	Classification
ATTRIBUTE96	Product Type	Yes	Yes	Alpha Numeric
ATTRIBUTE97	Performance vs. Benchmark	Yes	Yes	Numeric

Creating Eligible Products

Create the following eligible products in the appropriate operating unit.

Communications - Wireless Segment

Name	Description
Wireless Products & Services	Wireless Products & Services
Prepaid Activations	Prepaid Activations
Postpaid Activations	Postpaid Activations
Postpaid Renewals	Postpaid Renewals
Prepaid Reloads	Prepaid Reloads
Postpaid Invoices	Postpaid Invoices
Wireless Devices	Wireless Devices
Wireless Accessories	Wireless Accessories

Retail Banking Segment

Name	Description
Retail Banking Products	Retail Banking Products
Consumer Checking Accts	Consumer Checking Account Openings
Consumer Savings Accts	Consumer Savings Account Openings
Consumer Money Market Accts	Consumer Money Market Account Openings
Consumer CDs	Consumer Certificate Of Deposit Openings
Consumer Credit Cards	Consumer Credit Card Openings
Consumer Lines Of Credit	Consumer Line Of Credit Openings
Bsns Checking Acct Referrals	Business Checking Account Referrals
Bsns Credit Card Referrals	Business Credit Card Referrals
Bsns Line Of Credit Referrals	Business Line Of Credit Referrals
Bsns Loan Referrals	Business Loan Referrals
Bsns Loan Originations	Business Loan Originations
Bsns Checking Accts	Business Checking Account Openings
Bsns Credit Cards	Business Credit Card Openings
Bsns Lines Of Credit	Business Line Of Credit Openings

Wealth Management Segment

Name	Description
Investment Products	Investment Products
Annuity Sales	Annuity Sales
Load Fund Sales	Load Fund Sales
No-Load Fund Sales	No-Load Fund Sales
Index Fund Sales	Index Fund Sales
Wrap Account Sales	Wrap Account Sales
Annuity Fees	Annuity Fees
Load Fund Fees	Load Fund Fees
No-Load Fund Fees	No-Load Fund Fees
Index Fund Fees	Index Fund Fees
Wrap Account Fees	Wrap Account Fees
Wealth Management Products	Wealth Management Products
Wrap Acct Portfolio Perf	Wrap Account Portfolio Performance
Non-Wrap Acct Portfolio Perf	Non-Wrap Account Portfolio Performance
Wrap Acct Asset Balances	Wrap Account Asset Balances
Non-Wrap Acct Asset Balances	Non-Wrap Account Asset Balances

Creating Product Hierarchy

Add a node to an active product hierarchy in the appropriate operating unit. Add eligible products as children of this node.

Note: You can also perform this step after you have imported a plan.

Communications - Wireless Segment

Node	Child
Wireless Products & Services	Prepaid Activations
	Postpaid Activations
	Postpaid Renewals
	Prepaid Reloads
	Postpaid Invoices
	Wireless Devices
	Wireless Accessories

Retail Banking Segment

Node	Child
Retail Banking Products	Consumer Checking Accts
	Consumer Savings Accts
	Consumer Money Market Accts
	Consumer CDs
	Consumer Credit Cards
	Consumer Lines Of Credit
	Bsns Checking Acct Referrals
	Bsns Credit Card Referrals
	Bsns Line Of Credit Referrals
	Bsns Loan Referrals
	Bsns Loan Originations
	Bsns Checking Accts
	Bsns Credit Cards
	Bsns Lines Of Credit

Wealth Management Segment

Node	Child
Investment Products	Annuity Sales
	Load Fund Sales
	No-Load Fund Sales
	Index Fund Sales
	Wrap Account Sales
	Annuity Fees
	Load Fund Fees
	No-Load Fund Fees
	Index Fund Fees
	Wrap Account Fees
Wealth Management Products	Wrap Acct Portfolio Perf
	Non-Wrap Acct Portfolio Perf
	Wrap Acct Asset Balances
	Non-Wrap Acct Asset Balances

Creating Product Classification Rules

For eligible products created in the previous steps, add the following rules to an active product classification ruleset in the appropriate operating unit.

Note: You can also perform this step after you have imported a plan.

Communications - Wireless Segment

Name	Product	Condition
Prepaid Activations	Prepaid Activations	Product Type equals Prepaid Activations
Postpaid Activations	Postpaid Activations	Product Type equals Postpaid Activations
Postpaid Renewals	Postpaid Renewals	Product Type equals Postpaid Renewals
Prepaid Reloads	Prepaid Reloads	Product Type equals Prepaid Reloads
Postpaid Invoices	Postpaid Invoices	Product Type equals Postpaid Invoices
Wireless Devices	Wireless Devices	Product Type equals Wireless Devices
Wireless Accessories	Wireless Accessories	Product Type equals Wireless Accessories

Retail Banking Segment

Name	Product	Condition
Consumer Checking Accts	Consumer Checking Accts	Product Type is Consumer Checking Accts
Consumer Savings Accts	Consumer Savings Accts	Product Type is Consumer Savings Accts
Consumer Money Market Accts	Consumer Money Market Accts	Product Type is Consumer Money Market Accts
Consumer CDs	Consumer CDs	Product Type is Consumer CDs
Consumer Credit Cards	Consumer Credit Cards	Product Type is Consumer Credit Cards
Consumer Lines Of Credit	Consumer Lines Of Credit	Product Type is Consumer Lines Of Credit
Bsns Checking Acct Referrals	Bsns Checking Acct Referrals	Product Type is Bsns Checking Acct Referrals
Bsns Credit Card Referrals	Bsns Credit Card Referrals	Product Type is Bsns Credit Card Referrals
Bsns Line Of Credit Referrals	Bsns Line Of Credit Referrals	Product Type is Bsns Line Of Credit Referrals
Bsns Loan Referrals	Bsns Loan Referrals	Product Type is Bsns Loan Referrals
Bsns Loan Originations	Bsns Loan Originations	Product Type is Bsns Loan Originations
Bsns Checking Accts	Bsns Checking Accts	Product Type is Bsns Checking Accts
Bsns Credit Cards	Bsns Credit Cards	Product Type is Bsns Credit Cards
Bsns Lines Of Credit	Bsns Lines Of Credit	Product Type is Bsns Lines Of Credit

Wealth Management Segment

Name	Product	Condition
Annuity Sales	Annuity Sales	Product Type is Annuity Sales
Load Fund Sales	Load Fund Sales	Product Type is Load Fund Sales
No-Load Fund Sales	No-Load Fund Sales	Product Type is No-Load Fund Sales
Index Fund Sales	Index Fund Sales	Product Type is Index Fund Sales
Wrap Account Sales	Wrap Account Sales	Product Type is Wrap Account Sales
Annuity Fees	Annuity Fees	Product Type is Annuity Fees
Load Fund Fees	Load Fund Fees	Product Type is Load Fund Fees
No-Load Fund Fees	No-Load Fund Fees	Product Type is No-Load Fund Fees
Index Fund Fees	Index Fund Fees	Product Type is Index Fund Fees
Wrap Account Fees	Wrap Account Fees	Product Type is Wrap Account Fees
Wrap Acct Portfolio Perf	Wrap Acct Portfolio Perf	Product Type is Wrap Acct Portfolio Perf
Non-Wrap Acct Portfolio Perf	Non-Wrap Acct Portfolio Perf	Product Type is Non-Wrap Acct Portfolio Perf
Wrap Acct Asset Balances	Wrap Acct Asset Balances	Product Type is Wrap Acct Asset Balances
Non-Wrap Acct Asset Balances	Non-Wrap Acct Asset Balances	Product Type is Non-Wrap Acct Asset Balances