This chapter provides information about Fiduciary Services Investment Summary Population in the Oracle Insurance Data Foundation application and step-by-step instructions to use this section.
This chapter includes the following topics:
· About Fiduciary Services Investment Summary T2T (Result Table)
· Deploying Fiduciary Services Investment Summary Result Tables on Hive
· Populating Fiduciary Services Investment Summary T2T Result Tables
A fiduciary is responsible for managing the assets of another person, or of a group of people. The fiduciary is expected to manage the assets for the benefit of the customer. The customer can open a trust account that may have different investments that the person may do. The customer may have different assets under the trust such as Investments, Mutual Funds, etc. Therefore, in these T2Ts the target table is loaded only with those records, which are of fiduciary service type, which is identified using Parent Account Number in each Product Processor table.