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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 > Financial Products Record TypeThe financial product record type allows bankers and financial advisors to know what financial products a contact, household, or a business is interested in, holds, or is transacting. Oracle CRM On Demand Financial Services Edition allows financial services customers to track all financial product details and structures to understand the relationships related to the financial products. Table 11 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type. NOTE: It is recommended that you use the following Financial Product structure and hierarchy in descending order: Type, Category, Class, Sub-class, Financial Product A and then Child Financial Products A.1, A.2 and so on.
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Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 36 | Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |