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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 >

Policy Holder Record Type

The policy holders record type allows insurance professionals to manage all roles, relationship types, and the history of a policy holder including the insured, driver, and beneficiary, across the client, household, and business relationships.

Table 19 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 19. Policy Holder Record Type Fields
Field Name
Action

Role

 

Add picklist values:

  • Beneficiary
  • Driver
  • Executive Assistance
  • External Advisor
  • Full Access
  • Guardian
  • Influencer
  • Insured
  • Legal
  • Owner

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