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 >

Insurance Property Record Type


The insurance property record type allows insurance professionals to track what properties are covered under certain Policies and also manage property information for all types of properties such as make, model, construction year, and license number.

Table 14 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 14. Insurance Property Record Type Fields
Field Name
Action

Type

 

Add picklist values:

  • Motorcycle
  • Motor Home
  • Private Passenger

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