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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 >

Broker Profile Record Type

The Broker Profile record type allows insurance professionals to capture demographic information about the broker such as broker name, address, phone numbers, fax number, Web site, description of business, and so on.

Table 3 shows the fields values that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 3. Broker Profile Record Type Fields
Field Name
Action

Sub Channel

 

Add picklist values:

  • Globals
  • Locals
  • Nationals
  • Regionals
  • Wholesalers

Segmentation

Add picklist values:

  • Commercial
  • Growth
  • Retail

Broker Profile Year

Add picklist values:

  • 2000
  • 2001
  • 2002
  • 2003
  • 2004
  • 2005
  • 2006
  • 2007
  • 2008
  • 2009
  • 2010
  • 2011
  • 2012
  • 2013
  • 2014
  • 2015
  • 2016
  • 2017
  • 2018
  • 2019
  • 2020

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