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Portfolio History Analytic Subject AreaAvailabilityThis subject area is available only in the Oracle CRM On Demand Financial Services Edition. Business PurposeThis subject area provides the ability to analyse portfolio history, contacts, and products. Portfolio reports provide the capability to generate reports about portfolios for the following dimensions: Contact, Account, Product, Advisor, and Time. This report enables advisors and their managers to answer questions, such as the following:
This information allows you to analyse portfolios with respect to both clients and advisors. Relationship TypeSimple Optimised Custom FieldsThis subject area has custom fields that are optimised to reduce the query time when they are used in filters. Optimised custom fields are in folders where the name ends with Optimised Custom Fields or Optimised Custom Metrics, such as Account Optimised Custom Fields and Opportunity Optimised Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT or NUM, are available as metrics in the optimised custom metrics folder, if the record type is the driving object in a specific subject area. For example, the Account record type is the driving object in the Account History subject area. The following record types have optimised custom fields and metrics coverage in Oracle CRM On Demand Answers and one or more of these record types might be present as dimensions or facts in this subject area:
DimensionsThis subject area has the following dimensions:
MetricsThe complete list of metrics for this subject area is as follows:
Usage NotesThe Contact dimension includes a Book hierarchy, which enables you to analyse metrics and related attributes at any level. The Portfolio dimension normally includes non-financial assets such as vehicles unless your administrator has specifically excluded such non-financial assets in Portfolio lists using the Exclude Vehicle / Asset Records from Portfolio Accounts option in the Company Profile page. |
Published October 2016 | Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices. |