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

Involved Party Record Type

The involved party record type allows insurance professionals to track the relationship between contacts and claims and capture the role of the contacts in the claim such as the claimant, the insured driver, or the lawyer.

Table 15 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 15. Involved Party Record Type Fields
Field Name
Action

Location

 

Add picklist values:

  • In Involved Vehicle
  • In Uninvolved Vehicle
  • Pedestrian

Role

Add picklist values:

  • Adverse Claimant
  • Claimant
  • Witness

Role in accident

Add picklist values:

  • Driver
  • P assenger
  • Pedestrian

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