Table 20. Service Request Record Type Fields
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Area |
Create a new picklist field with the following values:
- Claim
- Distributions
- Financial Account Services
- Financial Products
- Financial Plan
- Forms
- Holdings
- Households
- Online Access
- Policy
- Profile
- Transactions
- Other
NOTE: This field is used in a cascading picklist with the Type field (renamed Issue).
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Preferred Contact Method |
Create a new picklist field with the following values:
- Home Phone
- Work Phone
- Cell Phone
- Email
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Account |
Rename to Business Account. |
Type |
Rename to Issue. Edit the picklist values as follows:
- Financial Account options:
- Checking
- Commercial
- Investment
- Mortgage
- Savings
- Trust
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Type |
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Type |
- Financial Account Holdings options:
- External Advisor
- Executive Assistance
- Full Access
- Guardian
- Influencer
- Legal
- Owner
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Type |
- Financial Product options:
- Bond
- Equity
- Mutual Fund
- Debt
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Type |
- Financial Plan options:
- Education
- Family
- Household
- Portfolio
- Retirements
- Savings
- Trust
- Wealth Creation
- Wealth Protection
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Type |
- Financial Transaction options:
- Big Ticket
- Buy
- Failed
- Out of Compliance
- Pending
- Redemption
- Sell
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Type |
- Policy options:
- Auto
- General Liability
- Property
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Type |
- Claim options:
- Auto
- General Liability
- Life
- Property
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Type |
- Forms options:
- IRA Distribution
- IRA Beneficiary Designation Accounts options:
- Name Change
- Address Change
- Phone Number Change
- Enable Margin
- Enable Options Trading Profile options:
- Risk Profile Change
- Financial Situation Change
- Marital Status Change
- Objectives Change
- Online Access options:
- Forgot Username/Password
- Enable Online Trading
- Distribution options:
- IRA Distribution
- Send Check
- Other options:
NOTE: This field is used in a cascading picklist with the Area 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 Area field.
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