Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >

Setting Up Access Profiles for Financial Services Roles

You must set up two profiles for each financial services role:

• Default access profile. Sets the access levels for records not owned by the user (or by the user's group).
• Owner access profile. Sets the access levels for the records owned by the user, by the user's group, or by someone who reports to the user (if manager visibility is enabled).

Complete the steps in the following procedure for each of the required access profiles. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

To set up the default access and owner access profiles for a financial services role

1. In Oracle CRM On Demand, navigate to the Admin screen, User Management and Access Controls, and then the Access Profiles view.
2. Click the Copy link on the appropriate profile, as follows:
   • If you are setting up a default access profile, click the Copy link on a default access profile that is similar to the one you want to set up.

     For example, to create the default access profile for a financial advisor, click the Copy link on the Field Sales Rep Default Access Profile.

   • If you are setting up an owner access profile, click the Copy link on an owner access profile that is similar to the one you want to set up.

     For example, to create the owner access profile for a financial advisor, click the Copy link on the Field Sales Rep Owner Access Profile.

     The Access Profile Wizard opens.

3. In Step 1 of the wizard, enter a name for the access profile (for example, Financial Advisor Default Access Profile or Financial Advisor Owner Access Profile).
4. In the wizard, go to Step 2 (Specify Access Levels), and change the access settings for the role, as necessary.

   For example, the following table lists the access settings that company administrators typically configure for a financial advisor role.

   Record Type	Related Information	Default Access	Owner Access
   Claim	Claim	Read/Edit/Delete	Read/Edit/Delete
   Claim	Activities	View	View
   Claim	Damages	View	View
   Claim	Involved Parties	View	View
   Claim	Service Requests	View	View
   Contact	Contact Interests	Full	Full
   Contact	Contact Relationships	Read/Create	Full
   Contact	Households	Full	Full
   Contact	Portfolios	Full	Full
   Contact	Referrals	View	View
   Coverage	Coverage	Read/Edit/Delete	Read/Edit/Delete
   Damage	Damage	Read/Edit/Delete	Read/Edit/Delete
   Financial Account	Financial Account	Read/Edit/Delete	Read/Edit/Delete
   Financial Account	Activities	View	View
   Financial Account	Books	Full	Full
   Financial Account	Custom Objects (All)	Full	Full
   Financial Account	Financial Account	View	View
   Financial Account	Financial Account Holders	View	View
   Financial Account	Financial Account Holdings	View	View
   Financial Account	Financial Plans	View	View
   Financial Account	Financial Transactions	View	View
   Financial Account	Leads	View	View
   Financial Account	Opportunities	View	View
   Financial Account	Policies	View	View
   Financial Account	Service Requests	View	View
   Financial Account	Financial Account Holder	Read/Edit/Delete	Read/Edit/Delete
   Financial Account	Financial Account Holdings	Read/Edit/Delete	Read/Edit/Delete
   Financial Plan	Financial Plan	Read/Edit/Delete	Read/Edit/Delete
   Financial Plan	Activities	View	View
   Financial Plan	Books	Full	Full
   Financial Plan	Leads	View	View
   Financial Plan	Opportunities	View	View
   Financial Plan	Service Requests	View	View
   Financial Product	Financial Product	Read/Edit/Delete	Read/Edit/Delete
   Financial Product	Coverages	View	View
   Financial Product	Financial Account Holdings	View	View
   Financial Product	Financial Products	View	View
   Financial Product	Financial Transactions	View	View
   Financial Product	Financial Transaction	Read/Edit/Delete	Read/Edit/Delete
   Financial Transaction	Financial Transactions	View	View
   Financial Transaction	Service Requests	View	View
   Household	Household	Read/Edit/Delete	Read/Edit/Delete
   Household	Attachments	Read-Only	Read-Only
   Household	Completed Activities	View	View
   Household	Contacts	Full	Full
   Household	Household Team	Full	Full
   Household	Leads	Read-Only	Read-Only
   Household	Notes	Read-Only	Read-Only
   Household	Open Activities	View	View
   Household	Opportunities	View	View
   Household	Portfolios	Read-Only	Read-Only
   Household	Service Requests	View	View
   Insurance Property	Insurance Property	Read/Edit/Delete	Read/Edit/Delete
   Insurance Property	Coverages	View	View
   Insurance Property	Damages	View	View
   Policy	Policy	Read/Edit/Delete	Read/Edit/Delete
   Policy	Activities	View	View
   Policy	Policy Attachment	Read/Edit/Delete	Read/Edit/Delete
   Policy	Books	Full	Full
   Policy	Claims	View	View
   Policy	Coverages	View	View
   Policy	Custom Objects (All)	Full	Full
   Policy	Insurance Properties	View	View
   Policy	Leads	View	View
   Policy	Opportunities	View	View
   Policy	Policies	View	View
   Policy	Policy Holders	View	View
   Policy	Service Requests	View	View
   Policy	Policy Holder	Read/Edit/Delete	Read/Edit/Delete
   Portfolio	Portfolio	Read/Edit	Read/Edit/Delete
   Portfolio	Completed Activities	View	View
   Portfolio	Contacts	Full	Full
   Portfolio	Open Activities	View	View
   Portfolio	Portfolio Sub-Accounts	View	View
   Portfolio	Team	Full	Full

5. Click Finish.