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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 >

Financial Products Record Type

The financial product record type allows bankers and financial advisors to know what financial products a contact, household, or a business is interested in, holds, or is transacting. Oracle CRM On Demand Financial Services Edition allows financial services customers to track all financial product details and structures to understand the relationships related to the financial products.

Table 11 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

NOTE:  It is recommended that you use the following Financial Product structure and hierarchy in descending order: Type, Category, Class, Sub-class, Financial Product A and then Child Financial Products A.1, A.2 and so on.

Table 11. Financial Products Record Type Fields
Field Name
Action

Category

Add picklist values:

  • Industry
  • Segment
  • Region

NOTE:  This field is used in a cascading picklist as the Child to the Type field. Add the values in a single list. When you later set up the cascading picklist, you will specify the relationship between the values in the Issue field and the values in the Type field.

Class

Add picklist values:

  • Government
  • Technology
  • North America
  • EMEA
  • APAC

NOTE:  This field is used in a cascading picklist as the Child to the Category field. Add the values in a single list. When you later set up the cascading picklist, you will specify the relationship between the values in the Issue field and the values in the Category field.

    
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 37 Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.