Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuration Overview of Oracle CRM On Demand Financial Services Edition >

About Configuring Oracle CRM On Demand Financial Services Edition

If your company wants to use Oracle CRM On Demand Financial Services Edition, you must first contact Customer Care and request that the industry-specific functionality is set up for your company. This initial setup process, which is referred to as provisioning, is performed by Customer Care. The provisioning process for Oracle CRM On Demand Financial Services Edition exposes Web pages, features, and fields, which can differ from the standard application, but are relevant to your business.

As part of the provisioning process for Oracle CRM On Demand Financial Services Edition, Customer Care creates the Financial Administrator role, and assigns it to your company administrator. This role gives company administrators the privileges and access options that they must allow to configure the application, create other roles, and grant the same privileges and access options to those other roles, as required. These tasks are described in Configuring Oracle CRM On Demand Financial Services Edition.

Customer Care can also set up other features in your application, including the following:

• Custom objects and company branding
• How your company accesses Oracle CRM On Demand
• How your company manages large volumes of data

This guide describes the tasks that are typically performed to configure Oracle CRM On Demand Financial Services Edition. The configuration settings described in this guide are suggested settings for Oracle CRM On Demand Financial Services Edition. Your company requirements might differ from the suggested settings.

This guide describes only those tasks that are specific to the configuration of Oracle CRM On Demand Financial Services Edition. For information about configuring and setting up the standard edition of Oracle CRM On Demand Financial Services Edition, the Oracle CRM On Demand Online Help.