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Configuring Field Setup for Oracle CRM On Demand Financial Services Edition

In Oracle CRM On Demand Financial Services Edition, there are 14 record types for insurance and financial services that have preconfigured fields for use in financial services industries. You can use these fields to add additional custom fields. You can configure these record types only if it is required for your company's specific needs. The 14 record types are:

• Insurance
  • Broker Profile
  • Claim
  • Coverage
  • Damage
  • Insurance Property
  • Involved Party
  • Policy
  • Policy Holder
• Financial Services
  • Financial Account
  • Financial Account Holders
  • Financial Account Holdings
  • Financial Plan
  • Financial Product
  • Financial Transaction

For information about each of these record types, see Oracle CRM On Demand Online Help.

This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

To configure field setup for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to Admin and then Application Customization.
2. In the Record Type Setup section, click the link for the required record type, for example, Contact.
3. In the Field Management section, click the required Field Setup link, for example, Contact Field Setup.
4. On the Fields page, click New Field, Rename Fields, the Edit link or the Edit Picklist link, as necessary, and set up the fields as required to support your business processes.

For more information about field types and additional properties, see Oracle CRM On Demand Online Help.