This chapter describes how to configure Oracle CRM On Demand Financial Services Edition, and set up a typical role in Oracle CRM On Demand Financial Services Edition. The chapter includes the following topics:

• 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
• Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition
• Example Configuration Picklists
• Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition
• 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

As part of the process of provisioning Oracle CRM On Demand Financial Services Edition, Customer Care creates the Financial Administrator role, and assigns it to your company administrator. The Financial Administrator role gives company administrators the privileges and access options that they must allow to configure Oracle CRM On Demand Financial Services Edition, create other roles, and grant the same privileges and access options to the other roles, as required.

The configuration settings described in this chapter are the suggested settings for Oracle CRM On Demand Financial Services Edition and for a typical role defined in Oracle CRM On Demand Financial Services Edition (the Financial Advisor role). Your company requirements might differ from the settings suggested in this chapter. Before you start to configure Oracle CRM On Demand Financial Services Edition, determine the fields, page layouts, access profiles, and roles that you must configure to support your company's business needs.