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

Creating Financial Services Roles

Complete the steps in the following procedure to create a financial services role. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

To create a financial services role

1. In Oracle CRM On Demand, navigate to Admin, User Management and Access Controls, and then the Role Management view.
2. Click the Copy link on an existing role that is similar to the role you want to create.

   For example, to create the Financial Advisor role, copy the Field Sales Rep role.

   The Role Management wizard opens.

3. In Step 1 of the wizard, enter the role name (for example, Financial Advisor) and description.
4. In the wizard, go to Step 2 (Record Type Access), and adjust the settings for the role, as necessary.

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

   Record Type	Has Access	Can Create	Can Read All Records
   Contact	Selected	Selected	Not Selected
   Household	Selected	Selected	Not Selected
   Portfolio	Selected	Selected	Not Selected
   Claim	Selected	Selected	Not Selected
   Coverage	Selected	Selected	Not Selected
   Damage	Selected	Selected	Not Selected
   Financial Account	Selected	Selected	Not Selected
   Financial Account Holders	Selected	Selected	Not Selected
   Financial Plan	Selected	Selected	Not Selected
   Financial Product	Selected	Selected	Not Selected
   Financial Transaction	Selected	Selected	Not Selected
   Financial Holdings	Selected	Selected	Not Selected
   Insurance Property	Selected	Selected	Not Selected
   Involved Party	Selected	Selected	Not Selected
   Policy	Selected	Selected	Not Selected
   Policy Holder	Selected	Selected	Not Selected

5. In the wizard, go to Step 3 (Access Profiles), and select the access profiles that you created earlier for the role.
6. In the wizard, go to Step 4 (Privileges), and adjust the settings for the role, as necessary.

   For example, the following table shows the financial services privileges that company administrators typically configure for a financial advisor role.

   Role	Category	Privilege	Assign
   Financial Advisor	CRM	Manage Contact Interest Access	Not Selected
   	CRM	Manage Extended Contact and Account Relationship Access	Not Selected
   	CRM: Sales	Manage Referrals	Not Selected
   	Industry-Specific: Financial Services	Manage Households Access	Not Selected
   	Industry-Specific: Financial Services	Manage Portfolios Access	Not Selected
   	Industry-Specific: Financial Services	Manage Banking Custom Objects	Selected
   	Industry-Specific: Financial Services	Manage Insurance Custom Objects	Selected

7. In the wizard, go to Step 5 (Tab Access & Order), and adjust the settings for the role, as necessary.

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

   Role	Tab	Move To
   Financial Advisor	Households	Selected Tabs
   	Portfolios	Selected Tabs
   	Claim	Selected Tabs
   	Coverage	Selected Tabs
   	Damage	Selected Tabs
   	Financial Account	Selected Tabs
   	Financial Account Holders	Selected Tabs
   	Financial Plan	Selected Tabs
   	Financial Product	Selected Tabs
   	Financial Transaction	Selected Tabs
   	Financial Holdings	Selected Tabs
   	Insurance Property	Selected Tabs
   	Involved Party	Selected Tabs
   	Policy	Selected Tabs
   	Policy Holder	Selected Tabs

8. In the wizard, go to Step 6 (Page Layout Assignment), and assign a page layout to each record type.
9. In the wizard, go to Step 7 (Search Layout Assignment), and assign a search layout to each record type.

   For information about setting up search layouts, see Oracle CRM On Demand Online Help.

10. In the wizard, go to Step 8 (Homepage Layout Assignment), and assign a homepage layout to each record type.

    For information about setting up homepage layouts, see Oracle CRM On Demand Online Help.

11. Click Finish.