Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >
Creating Financial Services Roles
Complete the steps in the following procedure to create a financial services role. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition. To create a financial services role
- In Oracle CRM On Demand, navigate to Admin, User Management and Access Controls, and then the Role Management view.
- Click the Copy link on an existing role that is similar to the role you want to create.
For example, to create the Financial Advisor role, copy the Field Sales Rep role.
The Role Management wizard opens.
- In Step 1 of the wizard, enter the role name (for example, Financial Advisor) and description.
- In the wizard, go to Step 2 (Record Type Access), and adjust the settings for the role, as necessary.
For example, the following table shows the financial services settings that company administrators typically configure for a financial advisor role.
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|
|
|
Contact |
Selected |
Selected |
Not Selected |
Household |
Selected |
Selected |
Not Selected |
Portfolio |
Selected |
Selected |
Not Selected |
Claim |
Selected |
Selected |
Not Selected |
Coverage |
Selected |
Selected |
Not Selected |
Damage |
Selected |
Selected |
Not Selected |
Financial Account |
Selected |
Selected |
Not Selected |
Financial Account Holders |
Selected |
Selected |
Not Selected |
Financial Plan |
Selected |
Selected |
Not Selected |
Financial Product |
Selected |
Selected |
Not Selected |
Financial Transaction |
Selected |
Selected |
Not Selected |
Financial Holdings |
Selected |
Selected |
Not Selected |
Insurance Property |
Selected |
Selected |
Not Selected |
Involved Party |
Selected |
Selected |
Not Selected |
Policy |
Selected |
Selected |
Not Selected |
Policy Holder |
Selected |
Selected |
Not Selected |
- In the wizard, go to Step 3 (Access Profiles), and select the access profiles that you created earlier for the role.
- In the wizard, go to Step 4 (Privileges), and adjust the settings for the role, as necessary.
For example, the following table shows the financial services privileges that company administrators typically configure for a financial advisor role.
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|
|
|
Financial Advisor |
CRM |
Manage Contact Interest Access |
Not Selected |
CRM |
Manage Extended Contact and Account Relationship Access |
Not Selected |
CRM: Sales |
Manage Referrals |
Not Selected |
Industry-Specific: Financial Services |
Manage Households Access |
Not Selected |
Industry-Specific: Financial Services |
Manage Portfolios Access |
Not Selected |
Industry-Specific: Financial Services |
Manage Banking Custom Objects |
Selected |
Industry-Specific: Financial Services |
Manage Insurance Custom Objects |
Selected |
- In the wizard, go to Step 5 (Tab Access & Order), and adjust the settings for the role, as necessary.
For example, the following table shows the financial services settings that company administrators typically configure for a financial advisor role.
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|
|
Financial Advisor |
Households |
Selected Tabs |
Portfolios |
Selected Tabs |
Claim |
Selected Tabs |
Coverage |
Selected Tabs |
Damage |
Selected Tabs |
Financial Account |
Selected Tabs |
Financial Account Holders |
Selected Tabs |
Financial Plan |
Selected Tabs |
Financial Product |
Selected Tabs |
Financial Transaction |
Selected Tabs |
Financial Holdings |
Selected Tabs |
Insurance Property |
Selected Tabs |
Involved Party |
Selected Tabs |
Policy |
Selected Tabs |
Policy Holder |
Selected Tabs |
- In the wizard, go to Step 6 (Page Layout Assignment), and assign a page layout to each record type.
- In the wizard, go to Step 7 (Search Layout Assignment), and assign a search layout to each record type.
For information about setting up search layouts, see Oracle CRM On Demand Online Help.
- In the wizard, go to Step 8 (Homepage Layout Assignment), and assign a homepage layout to each record type.
For information about setting up homepage layouts, see Oracle CRM On Demand Online Help.
- Click Finish.
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