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Compensation Plan Templates
This appendix covers the following topics:
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.
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
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
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
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.
Additional Information: You can also perform this step after you have imported a plan.
Communications - Wireless Segment
Wireless Products & Services |
Prepaid Activations |
|
Postpaid Activations |
|
Postpaid Renewals |
|
Prepaid Reloads |
|
Postpaid Invoices |
|
Wireless Devices |
|
Wireless Accessories |
Retail Banking Segment
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
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.
Additional Information: You can also perform this step after you have imported a plan.
Communications - Wireless Segment
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
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
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 |