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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Example Configuration Picklists >

Service Requests

Table 22 shows an example configuration for cascading picklists for Service Requests in Oracle CRM On Demand.

Table 22. Service Requests Cascading Picklists
Parent Picklist Value
Related Picklist Value

Area

Type

Forms
  • IRA Distribution
  • IRA Beneficiary Designation

Financial Account Services
  • Name Change
  • Address Change
  • Phone Number Change
  • Enable Margin
  • Enable Options Trading

Profile
  • Risk Profile Change
  • Financial Situation Change
  • Marital Status Change
  • Objectives Change

Online Access
  • Forgot Username/Password
  • Enable Online Trading

Distributions
  • IRA Distribution
  • Send Check

Other

Other

    
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 33 Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices.