Portfolio Historical Analytics Subject AreaAvailabilityThis subject area is available only in the Oracle CRM On Demand Financial Services Edition. Business PurposeThis subject area provides the ability to analyze portfolio history, contacts, and products. Portfolio reports provide the capability to generate reports about portfolios for the following dimensions: Contact, Account, Product, Advisor, and Time. This report enables advisors and their managers to answer questions, such as the following:
This information allows you to analyze portfolios with respect to both clients and advisors. Relationship TypeSimple Optimized Custom Fields for V3 Analytics onlyThis subject area has custom fields that are optimized to reduce the query time when they are used in filters. Optimized custom fields are in folders where the name ends with Optimized Custom Fields or Optimized Custom Metrics, such as Account Optimized Custom Fields and Opportunity Optimized Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT, or NUM, are available as metrics in the optimized custom metrics folder, if the record type is the driving object in a specific subject area. For example, the Account record type is the driving object in the Account History subject area. The following record types have optimized custom fields and metrics coverage in Oracle CRM On Demand and one or more of these record types might be present as dimensions or facts in this subject area:
DimensionsThis subject area has the following dimensions:
MetricsThe complete list of metrics for this subject area is as follows:
Usage NotesThe Contact dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level. The Portfolio dimension normally includes non-financial assets such as vehicles unless your administrator has specifically excluded such non-financial assets in Portfolio lists using the Exclude Vehicle / Asset Records from Portfolio Accounts option in the Company Profile page. |
Published 7/6/2017 | Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices. |