Oracle CRM On Demand Documentation Library: Household Record Type

Table 13 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

NOTE: Displaying the Total Net Worth and Last Activity fields impacts performance since these fields are contingent on the number of contacts. If required, these fields can be removed.

Table 13. Household Record Type Fields
Field Name	Action
Annual Revenue	Create a new currency type field.
Assets Under Management	Create a new currency type field.
Investable Assets	Create a new currency type field.
Goal - Priority 1	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 2	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 3	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 4	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Potential Revenue	Create a new currency type field.
Risk Tolerance	Create a new picklist field, with the following values: Conservative Moderate Aggressive
Tax Bracket	Create a new currency type field.
Total Life Insurance	Create a new currency type field.
Contact	Rename to Address.
Primary Group	Rename to Advisor Team.
Total Net Worth	Rename to Net Worth.
Type	Rename to Household Type.

Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 35		Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.