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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Configuring Custom Objects for PoliciesThis task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition. You can associate custom objects 1-40 with the Policy record. Custom objects 1-40 can be customized for data specific to insurance policies. The relationship between the Policy record type and Custom Objects is one-to-many. You can create many-to-many relationships for custom object record types by using another custom object record type as an intersection table. For more information about custom objects and many-to-many relationships, see Oracle CRM On Demand Online Help.
Complete the steps in the following procedure to verify the administrator's role is set up for custom objects. Verifying the administrator's role is set up for custom objects
Complete the steps in the following procedure to add custom objects to the Policy record type page layout. To add the custom objects to the Policy record type page layout
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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. | |