Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >
Setting Up Access Profiles for Financial Services Roles
You must set up two profiles for each financial services role:
- Default access profile. Sets the access levels for records not owned by the user (or by the user's group).
- Owner access profile. Sets the access levels for the records owned by the user, by the user's group, or by someone who reports to the user (if manager visibility is enabled).
Complete the steps in the following procedure for each of the required access profiles. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition. To set up the default access and owner access profiles for a financial services role
- In Oracle CRM On Demand, navigate to the Admin screen, User Management and Access Controls, and then the Access Profiles view.
- Click the Copy link on the appropriate profile, as follows:
- If you are setting up a default access profile, click the Copy link on a default access profile that is similar to the one you want to set up.
For example, to create the default access profile for a financial advisor, click the Copy link on the Field Sales Rep Default Access Profile.
- If you are setting up an owner access profile, click the Copy link on an owner access profile that is similar to the one you want to set up.
For example, to create the owner access profile for a financial advisor, click the Copy link on the Field Sales Rep Owner Access Profile.
The Access Profile Wizard opens.
- In Step 1 of the wizard, enter a name for the access profile (for example, Financial Advisor Default Access Profile or Financial Advisor Owner Access Profile).
- In the wizard, go to Step 2 (Specify Access Levels), and change the access settings for the role, as necessary.
For example, the following table lists the access settings that company administrators typically configure for a financial advisor role.
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|
|
|
Claim |
Claim |
Read/Edit/Delete |
Read/Edit/Delete |
Claim |
Activities |
View |
View |
Claim |
Damages |
View |
View |
Claim |
Involved Parties |
View |
View |
Claim |
Service Requests |
View |
View |
Contact |
Contact Interests |
Full |
Full |
Contact |
Contact Relationships |
Read/Create |
Full |
Contact |
Households |
Full |
Full |
Contact |
Portfolios |
Full |
Full |
Contact |
Referrals |
View |
View |
Coverage |
Coverage |
Read/Edit/Delete |
Read/Edit/Delete |
Damage |
Damage |
Read/Edit/Delete |
Read/Edit/Delete |
Financial Account |
Financial Account |
Read/Edit/Delete |
Read/Edit/Delete |
Financial Account |
Activities |
View |
View |
Financial Account |
Books |
Full |
Full |
Financial Account |
Custom Objects (All) |
Full |
Full |
Financial Account |
Financial Account |
View |
View |
Financial Account |
Financial Account Holders |
View |
View |
Financial Account |
Financial Account Holdings |
View |
View |
Financial Account |
Financial Plans |
View |
View |
Financial Account |
Financial Transactions |
View |
View |
Financial Account |
Leads |
View |
View |
Financial Account |
Opportunities |
View |
View |
Financial Account |
Policies |
View |
View |
Financial Account |
Service Requests |
View |
View |
Financial Account |
Financial Account Holder |
Read/Edit/Delete |
Read/Edit/Delete |
Financial Account |
Financial Account Holdings |
Read/Edit/Delete |
Read/Edit/Delete |
Financial Plan |
Financial Plan |
Read/Edit/Delete |
Read/Edit/Delete |
Financial Plan |
Activities |
View |
View |
Financial Plan |
Books |
Full |
Full |
Financial Plan |
Leads |
View |
View |
Financial Plan |
Opportunities |
View |
View |
Financial Plan |
Service Requests |
View |
View |
Financial Product |
Financial Product |
Read/Edit/Delete |
Read/Edit/Delete |
Financial Product |
Coverages |
View |
View |
Financial Product |
Financial Account Holdings |
View |
View |
Financial Product |
Financial Products |
View |
View |
Financial Product |
Financial Transactions |
View |
View |
Financial Product |
Financial Transaction |
Read/Edit/Delete |
Read/Edit/Delete |
Financial Transaction |
Financial Transactions |
View |
View |
Financial Transaction |
Service Requests |
View |
View |
Household |
Household |
Read/Edit/Delete |
Read/Edit/Delete |
Household |
Attachments |
Read-Only |
Read-Only |
Household |
Completed Activities |
View |
View |
Household |
Contacts |
Full |
Full |
Household |
Household Team |
Full |
Full |
Household |
Leads |
Read-Only |
Read-Only |
Household |
Notes |
Read-Only |
Read-Only |
Household |
Open Activities |
View |
View |
Household |
Opportunities |
View |
View |
Household |
Portfolios |
Read-Only |
Read-Only |
Household |
Service Requests |
View |
View |
Insurance Property |
Insurance Property |
Read/Edit/Delete |
Read/Edit/Delete |
Insurance Property |
Coverages |
View |
View |
Insurance Property |
Damages |
View |
View |
Policy |
Policy |
Read/Edit/Delete |
Read/Edit/Delete |
Policy |
Activities |
View |
View |
Policy |
Policy Attachment |
Read/Edit/Delete |
Read/Edit/Delete |
Policy |
Books |
Full |
Full |
Policy |
Claims |
View |
View |
Policy |
Coverages |
View |
View |
Policy |
Custom Objects (All) |
Full |
Full |
Policy |
Insurance Properties |
View |
View |
Policy |
Leads |
View |
View |
Policy |
Opportunities |
View |
View |
Policy |
Policies |
View |
View |
Policy |
Policy Holders |
View |
View |
Policy |
Service Requests |
View |
View |
Policy |
Policy Holder |
Read/Edit/Delete |
Read/Edit/Delete |
Portfolio |
Portfolio |
Read/Edit |
Read/Edit/Delete |
Portfolio |
Completed Activities |
View |
View |
Portfolio |
Contacts |
Full |
Full |
Portfolio |
Open Activities |
View |
View |
Portfolio |
Portfolio Sub-Accounts |
View |
View |
Portfolio |
Team |
Full |
Full |
- Click Finish.
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