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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 > Policy Record TypeThe Policy record type allows you to track and view all types of insurance policies that are integrated to your policy systems. The policy record type enables insurance professionals to view policy portfolios held by contacts, households, and business accounts. Table 18 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. | |