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

Configuring Custom Objects for Policies

This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

You can associate custom objects 1-40 with the Policy record. Custom objects 1-40 can be customized for data specific to insurance policies.

The relationship between the Policy record type and Custom Objects is one-to-many. You can create many-to-many relationships for custom object record types by using another custom object record type as an intersection table. For more information about custom objects and many-to-many relationships, see Oracle CRM On Demand Online Help.

To configure custom objects:

• Verify that the administrator's role is set up for the custom objects
• Add the Custom Objects to the Policy record type page layout

Complete the steps in the following procedure to verify the administrator's role is set up for custom objects.

Verifying the administrator's role is set up for custom objects

1. In the upper-right corner of any page, click the Admin global link.
2. In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.
3. In the Access Profile Management section, click the Access Profiles link.
4. On the Access Profiles page, click the Edit link for the role that you would like to edit, and do the following:
   1. Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the Policy object.
   2. On the Related Information page, find Custom Objects, and select View for the Access Level.
   3. Click Finish.

Complete the steps in the following procedure to add custom objects to the Policy record type page layout.

To add the custom objects to the Policy record type page layout

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click Application Customization.
3. In the Record Types Setup section, click the link for the Policy record type.
4. In the Page Layout Management section, click the Related Information Layout link.
5. On the Related Information Layout page, click the Edit link next to a layout.

   The Related Information Layout wizard opens.

6. In the wizard, go to Step 4 (Related Information), and use the directional arrows to add Custom Objects option to the Available section.
7. Click Finish to save the record.