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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 > Involved Party Record TypeThe involved party record type allows insurance professionals to track the relationship between contacts and claims and capture the role of the contacts in the claim such as the claimant, the insured driver, or the lawyer. Table 15 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.
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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. | |