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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 >

Policy Record Type

The Policy record type allows you to track and view all types of insurance policies that are integrated to your policy systems. The policy record type enables insurance professionals to view policy portfolios held by contacts, households, and business accounts.

Table 18 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 18. Policy Record Type Fields
Field Name
Action

Policy # Policy #
  • Rename to Policy Number.

Billing Status

Add picklist values:

  • Billed
  • Lapse
  • Paid

Policy Pay Method

Add picklist values:

  • Cash
  • Charged
  • Check

Policy Type

 

Add picklist values:

  • Auto
  • General Liability
  • Property

Rate Plan

Add picklist values:

  • 01
  • 02

Rate State

 

Add picklist values:

  • AZ
  • CA
  • CO

Referral Source

 

Add picklist values:

  • Internet
  • Direct Mail
  • Magazine Ad

Status

 

Add picklist values:

  • In Force
  • New Business
  • Pending

Sub-Status

Add picklist values:

  • Broker Review
  • Cancelled
  • Not Submitted

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