Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Example Configuration Picklists >
Service Requests
Table 22 shows an example configuration for cascading picklists for Service Requests in Oracle CRM On Demand.
Table 22. Service Requests Cascading Picklists
|
|
Area |
Type |
Forms |
- IRA Distribution
- IRA Beneficiary Designation
|
Financial Account Services |
- Name Change
- Address Change
- Phone Number Change
- Enable Margin
- Enable Options Trading
|
Profile |
- Risk Profile Change
- Financial Situation Change
- Marital Status Change
- Objectives Change
|
Online Access |
- Forgot Username/Password
- Enable Online Trading
|
Distributions |
- IRA Distribution
- Send Check
|
Other |
Other |
|