3Configuring Oracle CRM On Demand Financial Services Edition

Configuring Oracle CRM On Demand Financial Services Edition

This chapter describes how to configure Oracle CRM On Demand Financial Services Edition, and set up a typical role in Oracle CRM On Demand Financial Services Edition. The chapter includes the following topics:

• Process of Configuring Oracle CRM On Demand Financial Services Edition

• Configuring Field Setup for Oracle CRM On Demand Financial Services Edition

• Record Types for Oracle CRM On Demand Financial Services Edition

• Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition

• Example Configuration Picklists

• Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition

• Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition

• Setting Up Related Information Page Layouts for Oracle CRM On Demand Financial Services Edition

• Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition

• Setting Up Access Profiles for Financial Services Roles

• Creating Financial Services Roles

• Configuring Custom Objects for Policies

• Configuring Books

• Configuring My Team Policies List

As part of the process of provisioning Oracle CRM On Demand Financial Services Edition, Customer Care creates the Financial Administrator role, and assigns it to your company administrator. The Financial Administrator role gives company administrators the privileges and access options that they must allow to configure Oracle CRM On Demand Financial Services Edition, create other roles, and grant the same privileges and access options to the other roles, as required.

The configuration settings described in this chapter are the suggested settings for Oracle CRM On Demand Financial Services Edition and for a typical role defined in Oracle CRM On Demand Financial Services Edition (the Financial Advisor role). Your company requirements might differ from the settings suggested in this chapter. Before you start to configure Oracle CRM On Demand Financial Services Edition, determine the fields, page layouts, access profiles, and roles that you must configure to support your company’s business needs.

Process of Configuring Oracle CRM On Demand Financial Services Edition

To configure Oracle CRM On Demand Financial Services Edition, perform the following tasks:

1. If you have not already done so, contact Customer Care, and ask a service representative to provision your application to use Oracle CRM On Demand Financial Services Edition.

   When Customer Care tells you that your application has been provisioned, go to Step 2.

2. Log in to Oracle CRM On Demand.

3. Configure the field setup.

   For more information, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.

4. Configure the cascading picklists.

   For more information, see Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition.

5. Set up the page layouts for each role that you plan to create for Oracle CRM On Demand Financial Services Edition.

   For more information, see Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition.

6. Modify the search layouts.

   For more information, see Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition.

7. Modify the sales stages.

   For more information, see Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition.

8. Set up the access profiles for the roles that you plan to create.

   For more information, see Setting Up Access Profiles for Financial Services Roles.

9. Create the roles for Oracle CRM On Demand Financial Services Edition.

   For more information, see Creating Financial Services Roles.

10. (Optional) Configure custom objects for the Policy record.

    For more information, see Configuring Custom Objects for Policies.

11. (Optional) Configure books.

    For more information, see Configuring Books.

12. (Optional) Configure My Team Policies List.

    For more information, see Configuring My Team Policies List.

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.

Record Types for Oracle CRM On Demand Financial Services Edition

In the Oracle CRM On Demand Financial Services Edition, it is recommended you configure the field setup for the following record types:

• Activity

• Appointment

• Broker Profile

• Claim

• Contact

• Contact Interests

• Coverage

• Financial Account

• Financial Plan

• Financial Products

• Financial Transactions

• Household

• Insurance Property

• Involved Party

• Lead

• Opportunity

• Policy

• Policy Holder

• Service Request

For more information about configuring the record types listed, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.

Activity Record Type

The Activity record type allows insurance professionals to capture additional information about activities such as call results and the type of call.

Caution: If you make a field required in the Activity Fields page, that field will be required for both the Task and Appointment record types. If you want to make a field required for Task but not Appointment, leave the field as not required in the Activity Fields page, and in step 2 of the Task Page Layout wizard, set the field as required. This ensures that the field is required for the Task record type, but not for the Appointment record type.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Activity Record Type Fields

Field Name	Action
Call Result	Add picklist values: No Reach Appointment Stay in Touch Dead File Not Applicable
Type	Add picklist values: Birthday Call Referral Call Review Call Lunch

Appointment Record Type

The Appointment record type allows insurance professionals to capture additional information about appointments, such as new opportunities or the number of referrals.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Appointment Record Type Fields

Field Name	Action
Appointment Rescheduled	Create a new check box field.
New Fact Finder	Create a new check box field.
New Opportunity	Create a new check box field.
Closing Interview	Create a new check box field.
Number of Referrals	Create a new Integer field.

Broker Profile Record Type

The Broker Profile record type allows insurance professionals to capture demographic information about the broker such as broker name, address, phone numbers, fax number, Web site, description of business, and so on.

The following table shows the fields values that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Broker Profile Record Type Fields

Field Name	Action
Sub Channel	Add picklist values: Globals Locals Nationals Regionals Wholesalers
Segmentation	Add picklist values: Commercial Growth Retail
Broker Profile Year	Add picklist values: 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Contact Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Contact Record Type Fields

Field Name	Action
Annual Revenue	Create a new currency type field.
Assets Under Management	Create a new currency type field.
Best times to call	Create a new multiselect picklist field with the following values: Early afternoon Early morning Evening Later afternoon Mid-morning Noon Saturday Sunday Weekend
Customer Since	Create a new date type field.
Employer	Create a new text (short) type field.
Goal - Priority 1	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 2	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 3	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 4	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 5	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Investable assets	Create a new currency type field.
Investment mix	Create a new multiselect picklist field with the following values: Agencies Alternatives Bonds Currencies Equities Futures Hedge funds Limited partnerships Managed futures Money markets Mutual funds Options Structured products Treasuries
Potential Revenue	Create a new currency type field.
Total Life Insurance	Create a new currency type field.
Status	Add the picklist values with: Active Quiet Filed Dead Filed
Account	Rename to Business Account.
Call Frequency	Edit the picklist values as follows: Annually Bi-monthly Monthly Quarterly Semi-annually
Contact Type	Edit the picklist values as follows: Center of Influence Client Customer Colleague Dead End Friend Lead Prospect
Customer ID	Rename to Contact ID.
Experience Level	Rename to Investing Experience. Edit the picklist values as follows: Expert Limited None Professional Proficient
Investment Horizon	Edit the picklist values as follows: Less than 5 Years 5 to 10 Years 10 to 15 Years 15 to 20 Years More than 20 Years
Lead Source	Rename to Source. Edit the picklist values as follows: Advertisement Direct Mail Email Event - Client Appreciation Event - Other Event - Seminar Event - Trade Show List - Purchased List - Rented Other Referral - Client Referral - External Referral -Other Web Site
Primary Group	Rename to Advisor Team.
Risk Profile	Rename to Risk Tolerance. Edit the picklist values as follows: Aggressive Conservative Moderate
Tier	Rename to Book Segment. Edit the picklist values as follows: Diamond Platinum Gold Silver Unassigned
Total Net Worth	Rename to Net Worth.

Contact Interests Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Contact Interests Record Type Fields

Field Name	Action
Interests	Rename to Category. Edit the picklist values as follows: Culture Food and Wine Hobby Investments Physical Fitness Professional Sports Public Service Travel
Category	Rename to Interests. Edit the picklist values as follows: Aerobics Alternative Investments Backpacking Ballet Baseball Basketball Cabernet Chardonnay Charity Work Church Board Community Government Domestic Travel Equities Film Fine Art Fixed Income Food Bank Volunteer Football French Food Gelato Horseback Riding Horse Racing International Travel Local Arts Board Mexican Food Model Airplanes Modern Dance Mutual Funds NASCAR Numismatics Opera Philately Pinot Noir Port Private Equity Real Estate Running Soccer Structured Products Symphony Tennis Theatre Weight Lifting

Claim Record Type

The claim record types allow insurance professionals to view the claims created by contacts, households, and business accounts. Insurers can also use the claim record type to quickly record critical information regarding the first notice of loss and accurately route the claim to the appropriate personnel.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Claim Record Type Fields

Field Name	Action
Ability to Work	Add picklist values: No Partial Yes
At Fault	Add picklist values: Insured Driver NA Other Driver Unknown
Category of Loss	Add picklist values: Dwelling Other Structures Personal Property
Class of Employee	Add picklist values: Clerical Management Supervisor
Kind of Loss	Add picklist values: Fire Injury Theft
Liability Source	Add picklist values: Injured Employee Property of Employee Damaged Property of Private Person
Line of Business	Add picklist values: Auto General Liability Life Property
Location of Loss	Add picklist values: Adverse Claimants Home Address Business Address Other Location
Loss Code	Add picklist values: 100 101 102
Loss Type	Add picklist values: Collision Injury
Medical Injury Code	Add picklist values: IDC-9 IDC-10
Part of Body Injured	Add picklist values: Head Injury Left Shoulder Right Shoulder
Place of Injury	Add picklist values: Factory Office Warehouse
Relationship to Insured	Add picklist values: Colleague Employer Supervisor
Reported By	Add picklist values: Agent Driver of Insured Vehicle Named Insured
State	Add picklist values: AZ CA CO
Status	Add picklist values: Loss Report Open Reviewed
Type of Injury	Add picklist values: Burn Fracture Sprain

Coverage Record Type

The coverage record type allows you to track what is covered under policies and what coverage is used in claims. It includes information such as type of coverage, individual limit, total limit, and deductible.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Coverage Record Type

Field Name	Action
Coverage	Add picklist values: Collision Comprehensive Bodily Injury Medical Payment
Coverage Status	Add picklist values: Active Closed Inactive Pending

Financial Account Record Type

The Financial Account record type enables financial institutions to move from Financial Account centric relationships to Contact, Household and Business centric relationships. With the new ability to create, update, and track any type of Financial Accounts and to model all financial account structures, hierarchies and portfolios, Oracle CRM On Demand Financial Services Edition enables relationship centricity across Activities, Opportunities, Service Requests, and Calendar.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Financial Account Record Type Fields

Field Name	Action
Type	Add picklist values: Checking Commercial Investment Mortgage Savings Trust

Financial Account Holder Record Type

The Financial Account Holder record type allows financial institutions to create, manage, and leverage the complex relationships between financial accounts, contacts, households, and businesses. Within Financial Account Holders, you can model any and all relationships with specific roles, status, type, and dates. With household management and the new financial account holder solution, bankers and financial advisors can track all of their relationships in a contact, household, and business centric view.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Financial Account Holder Record Type Fields

Field Name	Action
Role	Add picklist values: External Advisor Executive Assistance Full Access Guardian Influencer Legal Owner

Financial Plan Record Type

All Financial Plans must be assembled, managed and communicated throughout the plan's lifecycle. A very important part of that life is the interactions with the contacts, households, and businesses that are part of the financial plan. The financial plan record types allow relationship integration of the relationship so that financial advisors have access to financial plans for financial accounts, contacts, households, and businesses.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Financial Plan Record Type Fields

Field Name	Action
Status	Add picklist values: Active - Signed Approved by Manager Draft in Process Presented to Client
Type	Add picklist values: Education Family Household Portfolio Retirements Savings Trust Wealth Creation Wealth Protection

Financial Products Record Type

The financial product record type allows bankers and financial advisors to know what financial products a contact, household, or a business is interested in, holds, or is transacting. Oracle CRM On Demand Financial Services Edition allows financial services customers to track all financial product details and structures to understand the relationships related to the financial products.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Note: It is recommended that you use the following Financial Product structure and hierarchy in descending order: Type, Category, Class, Sub-class, Financial Product A and then Child Financial Products A.1, A.2 and so on.

Table Financial Products Record Type Fields

Field Name	Action
Category	Add picklist values: Industry Segment Region Note: This field is used in a cascading picklist as the Child to the Type 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 Type field.
Class	Add picklist values: Government Technology North America EMEA APAC Note: This field is used in a cascading picklist as the Child to the Category 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 Category field.

Financial Transaction Record Type

The financial transaction record type allows bankers and financial advisors to view and track summary information about transactions.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Financial Transaction Record Type Fields

Field Name	Action
Transaction Type	Add picklist values: Big Ticket Buy Failed Out of Compliance Pending Redemption Sell

Household Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Note: Displaying the Total Net Worth and Last Activity fields impacts performance since these fields are contingent on the number of contacts. If required, these fields can be removed.

Table Household Record Type Fields

Field Name	Action
Annual Revenue	Create a new currency type field.
Assets Under Management	Create a new currency type field.
Investable Assets	Create a new currency type field.
Goal - Priority 1	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 2	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 3	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 4	Create a new picklist field, with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Potential Revenue	Create a new currency type field.
Risk Tolerance	Create a new picklist field, with the following values: Conservative Moderate Aggressive
Tax Bracket	Create a new currency type field.
Total Life Insurance	Create a new currency type field.
Contact	Rename to Address.
Primary Group	Rename to Advisor Team.
Total Net Worth	Rename to Net Worth.
Type	Rename to Household Type.

Insurance Property Record Type

The insurance property record type allows insurance professionals to track what properties are covered under certain Policies and also manage property information for all types of properties such as make, model, construction year, and license number.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Insurance Property Record Type Fields

Field Name	Action
Type	Add picklist values: Motorcycle Motor Home Private Passenger

Involved Party Record Type

The involved party record type allows insurance professionals to track the relationship between contacts and claims and capture the role of the contacts in the claim such as the claimant, the insured driver, or the lawyer.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Involved Party Record Type Fields

Field Name	Action
Location	Add picklist values: In Involved Vehicle In Uninvolved Vehicle Pedestrian
Role	Add picklist values: Adverse Claimant Claimant Witness
Role in accident	Add picklist values: Driver Passenger Pedestrian

Lead Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Lead Record Type Fields

Field Name	Action
Investable Assets	Create a new currency type field.
Needs	Create a new, multiselect picklist field, with the following values: Financial Planning Retirement Planning Education Planning Life Insurance Investment Management Risk Management Estate Planning
Billing	Rename to Address.
Sales Person	Rename to Financial Advisor.
Source	Add the following value to the picklist: Referral Client

Opportunity Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Opportunity Record Type Fields

Field Name	Action
Potential Commission	Create a new currency field.
Account	Edit the field as follows: Rename to Business Account. Deselect the Required check box in the Additional Information section of the Opportunity Field Edit page. Note: You must also deselect the Required check box for the Account field on the opportunity page layout for each role in the Financial Services edition. For more information on setting up page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition.
Close Date	Deselect the Required check box.
Opportunity Type	Edit the picklist values as follows: Product Service Note: This field is used in a cascading picklist with the Product or Service field.
Reason Won/Lost	Edit the picklist values as follows: Control Issues Hired Personal Referral Fees too High Lack of Experience Did Not Perceive Value Do-It-Yourselfer Lost to Competition Lost to No Decision Other Relationship Track Record Referral Existing Relationship
Revenue	Rename to Potential Revenue.

Policy Record Type

The Policy record type allows you to track and view all types of insurance policies that are integrated to your policy systems. The policy record type enables insurance professionals to view policy portfolios held by contacts, households, and business accounts.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Policy Record Type Fields

Field Name	Action
Policy # Policy #	Rename to Policy Number.
Billing Status	Add picklist values: Billed Lapse Paid
Policy Pay Method	Add picklist values: Cash Charged Check
Policy Type	Add picklist values: Auto General Liability Property
Rate Plan	Add picklist values: 01 02
Rate State	Add picklist values: AZ CA CO
Referral Source	Add picklist values: Internet Direct Mail Magazine Ad
Status	Add picklist values: In Force New Business Pending
Sub-Status	Add picklist values: Broker Review Cancelled Not Submitted

Policy Holder Record Type

The policy holders record type allows insurance professionals to manage all roles, relationship types, and the history of a policy holder including the insured, driver, and beneficiary, across the client, household, and business relationships.

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Policy Holder Record Type Fields

Field Name	Action
Role	Add picklist values: Beneficiary Driver Executive Assistance External Advisor Full Access Guardian Influencer Insured Legal Owner

Service Request Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Service Request Record Type Fields

Field Name	Action
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).
Preferred Contact Method	Create a new picklist field with the following values: Home Phone Work Phone Cell Phone Email
Account	Rename to Business Account.
Type	Rename to Issue. Edit the picklist values as follows: Financial Account options: Checking Commercial Investment Mortgage Savings Trust
Type	Household option: Household Type
Type	Financial Account Holdings options: External Advisor Executive Assistance Full Access Guardian Influencer Legal Owner
Type	Financial Product options: Bond Equity Mutual Fund Debt
Type	Financial Plan options: Education Family Household Portfolio Retirements Savings Trust Wealth Creation Wealth Protection
Type	Financial Transaction options: Big Ticket Buy Failed Out of Compliance Pending Redemption Sell
Type	Policy options: Auto General Liability Property
Type	Claim options: Auto General Liability Life Property
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: Other options: Other 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.

Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition

To set up the cascading picklist fields, perform the steps in the following procedure.

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

For more information about example configuration picklists, see Example Configuration Picklists.

To configure a cascading picklist for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.

2. In the Record Type Setup section, click the link for the required record type, for example, Contact.

3. In the Cascading Picklists section, click the required Cascading Picklists link, for example, Contact Interests Cascading Picklists.

4. In the Cascading Picklists page, do one of the following:

   • Click Edit or Copy to modify an existing cascading picklist definition.

   • Click New to create a new cascading picklist definition.

   The Cascading Picklists Wizard opens.

5. Select the parent picklist field and the related picklist field.

   Note: In a cascading picklist, the value that the user selects in the parent field determines which value the user can see in the list in the related field.

6. In the wizard, go to step 2 (Select Values), and specify the values that are to be displayed in the list on the related field when the user selects a value in the parent field.

7. Click a value in the parent field, and use the directional arrows to move the corresponding values for the related field from the Related Picklists Available Values list to the Related Picklist Displayed Values list.

8. In the wizard, go to Step 3, review your field configuration, and then click Finish to complete the setup.

Example Configuration Picklists

You can use the following tables as example configurations for cascading picklists:

• Contact Interest

• Service Request

• Financial Products

• Activity Type

Contact Interests

The following table shows an example configuration for cascading picklists for Contact Interests in Oracle CRM On Demand.

Table Contact Interests Cascading Picklists

Parent Picklist Value	Related Picklist Value
Interest	Category
Culture	Ballet Film Fine Art Modern Dance Opera Symphony Theatre
Food and Wine	Cabernet Chardonnay French Food Gelato Mexican Food Pinot Noir Port
Hobby	Backpacking Horseback Riding Model Airplanes Numismatics Philately
Investments	Alternative Investments Equities Fixed Income Mutual Funds Private Equity Real Estate Structured Products
Physical Fitness	Aerobics Backpacking Horseback Riding Running Tennis Weight Lifting
Professional Sports	Baseball Basketball Football Horse Racing NASCAR Soccer
Public Service	Charity Work Church Board Community Government Food Bank Volunteer Local Arts Board
Travel	Backpacking Domestic Travel International Travel
Other	Other

Service Requests

The following table shows an example configuration for cascading picklists for Service Requests in Oracle CRM On Demand.

Table Service Requests Cascading Picklists

Parent Picklist Value	Related Picklist Value
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

Financial Products

The following table shows an example configuration for cascading picklists for Financial Products in Oracle CRM On Demand.

Table Financial Products Cascading Picklists

Parent Picklist Value	Related Picklist Value
Area	Type
Industry	Government Technology North America EMEA APAC
Technology	Hardware Software
Referral Call	Bond Equity Mutual Fund Debt

Activity Type

The following table shows an example configuration for cascading picklists for Activity Type and its corresponding Call Result in Oracle CRM On Demand.

Table Activity Type Cascading Picklists

Parent Picklist Value	Related Picklist Value
Area	Type
Birthday Call	No Reach Appointment Stay in Touch Dead File
Review Call	No Reach Appointment Stay in Touch Dead File
Referral Call	No Reach Appointment Stay in Touch Dead File

Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition

It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand Financial Services Edition.

Note: The page layouts described in this guide are the layouts for the Detail and Edit pages where users view and edit existing records of the relevant record types. You can optionally create separate layouts for the pages where users enter information for new records, and then assign those layouts to your user roles. For information about creating layouts for new record pages, see Oracle CRM On Demand Online Help.

When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also expose the related information in the page layout.

In Oracle CRM On Demand Financial Services Edition, there are 14 record types that have preconfigured fields for common industry use. The following record types have many of the page layouts created for you:

• Broker Profile

• Claim

• Coverage

• Damage

• Financial Account

• Financial Account Holder

• Financial Account Holdings

• Financial Plan

• Financial Product

• Financial Transaction

• Insurance Property

• Involved Party

• Policy

• Policy Holder

Company administrators typically set up the page layouts for the following record types for each role in Oracle CRM On Demand Financial Services Edition:

• Activity

• Appointment

• Campaign

• Contact

• Household

• Lead

• Opportunity

• Service Request

The tables in this procedure show the details of the page layouts and related information sections that company administrators typically set up for Oracle CRM On Demand Financial Services Edition.

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

To set up a page layout for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.

2. In the Record Type Setup section, click the link for the required record type, for example, Contact.

3. In the Page Layout Management section, click the link for the required page layout type, for example, Contact Page Layout.

4. If you want to create a copy of an existing layout, or to create a new layout, perform the following steps:

   1. On the record type Page Layout page, click the Copy link next to a layout to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.

      The Page Layout wizard opens.

   2. In Step 1 of the wizard, enter a name for the layout and (optionally) a description.

   3. Click Finish to save the layout.

   Note: You will return later to the Page Layout wizard to finish setting up the page layout.

5. On the record type Page Layout page, click the Edit Sections link for the layout that you want to configure.

   The Section Names Setup page opens.

6. Enter the labels for any new sections that you want to set up on the page layout.

   The following table shows the sections that company administrators typically set up for page layouts for each role in Oracle CRM On Demand Financial Services Edition.

   Page Layout	Existing Section Name	Rename To
   Contact	Contact Detail Information	Personal Profile
   	Additional Information	Financial Profile
   	Available Section	Investment Profile
   	Available Section	Additional Information
   Household	Available Section	Household Financial Profile
   	Available Section	Household Investment Profile
   	Available Section	Additional Information
   Appointment	Available Section	Appointment Result

7. Click Save.

8. On the record type Page Layout page, click the Edit link next to the layout that you want to configure.

   The Page Layout wizard opens.

9. In the wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout. For each available field, select either the Required or Read-Only check box, as necessary to support your business processes.

   Note: You must deselect the Required check box for the Business Account field (that is, the renamed Account field) and the Close Date field on the opportunity page layout for each role in Oracle CRM On Demand Financial Services Edition.

   See the table in Step 10 of this procedure for details about the fields in the suggested page layouts and sections for Oracle CRM On Demand Financial Services Edition.

10. In the wizard, go to Step 3 (Field Layout), and configure the field layout for the page.

    The following table shows the page layouts that are typically configured for each role in the Financial Service edition. Use the directional arrows to add fields to the various page sections, and remove any fields that are not needed, by moving them from the page sections to the Available Fields list.

    Record Type	Field on Left Side of Page	Field on Right Side of Page
    Appointment	Key Appointment Information	Key Appointment Information
    	Subject	Start Time
    	Type	End Time
    	Location	Private
    	Related Items	Related Items
    	Primary Contact	Campaign
    	Opportunity	Account
    	Appointment Result	Appointment Result
    	Appointment Rescheduled	New Opportunity
    	New Fact Finder	Closing Interview
    	Number of Referral	Not applicable
    	Additional Information	Additional Information
    	Created By	Delegated By
    Activity	Key Call Information	Key Call Information
    	Subject	Lead Name
    	Type	Contact Name
    	Status	Priority
    	Call Result	Due Date
    	Description	Not applicable
    	Related Items	Related Items
    	Primary Contact	Campaign
    	Opportunity	Account
    	Additional Information	Additional Information
    	Created By	Delegated By
    Campaign	Key Campaign Information	Key Campaign Information
    	Campaign Name	Start Date
    	Campaign Type	End Date
    	Objective	Campaign Currency
    	Source Code	End Day
    	Audience	Not applicable
    	Offer	Not applicable
    	Campaign Plan Information	Campaign Plan Information
    	Revenue Target	Actual Cost
    	# Targeted	Not applicable
    	Additional Information	Additional Information
    	Owner	Modified By
    	Created By	General Notes
    Contact	Key Contact Information	Key Contact Information
    	Mr./Mrs.	Work Phone #
    	First Name	Cellular Phone #
    	Middle Name	Home Phone #
    	Last Name	Email
    	Business Account	Employer
    	Contact Type	Self-Employed
    	Book Segment	Job Title
    	Contact ID	Profession
    	Status	Qualified Date
    	Date	Not applicable
    	Personal Profile	Personal Profile
    	Goals	Last Call Date
    	Client Since Date	Call Frequency
    	Demographic	Next Call Date
    	Date of Birth	Best Times to Call
    	Age	Referred By
    	Gender	Source
    	Marital Status	Last Activity Date
    	Financial Profile	Financial Profile
    	Assets Under Management	Total Assets
    	Investable Assets	Total Liabilities
    	Total Income	Net Worth
    	Total Expenses	Total Life Insurance
    	Annual Revenue	Credit Score
    	Potential Revenue	Tax Bracket
    	Not applicable	Contact Currency
    	Investment Profile	Investment Profile
    	Risk Tolerance	Goal-Priority 1
    	Investing Experience	Goal-Priority 2
    	Investment Horizon	Goal-Priority 3
    	Investment Mix	Goal-Priority 4
    	Additional Information	Additional Information
    	Advisor Team	Modified By
    	General Notes	Not applicable
    	Owner	Created
    Household	Key Household Information	Key Household Information
    	Household Name	Primary Contact
    	Household Type	Primary Contact Phone
    	Segment	Risk Tolerance
    	Assets Under Management	Investment Horizon
    	Net Worth	Not applicable
    	Household Financial Profile	Household Financial Profile
    	Assets Under Management	Total Assets
    	Investable Assets	Total Liabilities
    	Total Income	Net Worth
    	Total Expenses	Total Life Insurance
    	Annual Revenue	Tax Bracket
    	Potential Revenue	Household Currency
    	Household Investment Profile	Household Investment Profile
    	Goal-Priority 1	Goal-Priority 3
    	Goal-Priority 2	Goal-Priority 4
    	Additional Information	Additional Information
    	Advisor Team	Modified By
    	Owner	Last Activity Date
    	General Notes	Not applicable
    Lead	Key Lead Information	Key Lead Information
    	Mr./Ms.	Job Title
    	First Name	Profession
    	Last Name	Work Phone #
    	Address	Cellular Phone #
    	Email	Home Phone #
    	Referred By	Approximate Income
    	Profession	Age
    	Date of Birth	Not applicable
    	Opportunity Related Information	Opportunity Related Information
    	Status	Source
    	Rating	Campaign
    	Needs	Investable Assets
    	Estimated Close Date	Potential Revenue
    	Additional Information	Additional Information
    	Financial Advisor	Reassign Owner
    	Created	Owner
    	Modified	Not applicable
    	General Notes	Not applicable
    Opportunity	Key Opportunity Information	Key Opportunity Information
    	Opportunity Name	Potential Revenue
    	Primary Contact Last Name	Potential Commission
    	Business Account	Close Date
    	Sales Stage	Not applicable
    	Opportunity Type	Not applicable
    	Product or Service	Not applicable
    	Sales Detail Information	Sales Detail Information
    	Status	Probability
    	Priority	Reason Won/Lost
    	Additional Information	Additional Information
    	Owner	Modified By
    	General Notes	Not applicable
    Service Request	Contact Information	Contact Information
    	SR Number	Work Phone #
    	Contact	Cell Phone #
    	Business Account	Home Phone #
    	Preferred Contact Method	Email
    	Service Detail Information	Service Detail Information
    	Area	Priority
    	Issue	Status
    	Source	Opened Time
    	Modified By	Closed Time
    	Created By	Owner
    	SR Currency	Reassign Owner
    	Additional Information	Additional Information
    	Subject	Not applicable
    	Description	Not applicable

11. In the wizard, go to Step 4 (Related Information), and move the Related Information items to the Displayed Information or Available Information sections, as required.

    The following table lists the related information sections that company administrators typically expose (that is, move to the Displayed Information section) in the page layouts for each role in Oracle CRM On Demand Financial Services Edition.

    Page Layout	Related Information
    Campaign	Open Activities
    	Completed Activities
    	Leads
    	Financial Accounts
    	Financial Plans
    	Policies
    	Notes
    	Attachments
    	Recipients
    Contacts	Households
    	Contact Interests
    	Contact Relationships
    	Financial Account Holders
    	Policy Holders
    	Contact Team
    	Opportunities
    	Referrals
    	Notes
    	Service Requests
    	Campaigns
    	Attachments
    	Open Activities
    	Completed Activities
    	Addresses
    	Claims
    	Policies
    Household	Contacts
    	Opportunities
    	Notes
    	Leads
    	Service Requests
    	Household Team
    	Attachments
    	Open Activities
    	Completed Activities
    	Portfolios
    Lead	Lead Qualification Scripts
    	Open Activities
    	Completed Activities
    	Attachments
    Opportunity	Contacts
    	Product Revenues
    	Notes
    	Open Activities
    	Completed Activities
    	Opportunity Partners
    	Opportunity Competitors
    	Leads
    	Attachments
    Policy	Attachments
    	Books
    	Custom Objects
    	Open Activities
    	Completed Activities
    	Policy Holders
    	Coverages
    	Insurance Properties
    	Claims
    Claims	Involved Parties
    	Damages
    	Open Activities
    	Completed Activities
    Portfolios	Portfolios
    	Contacts
    	Open Activities
    	Completed Activities
    	Portfolio Team
    Service Request	Open Activities
    	Completed Activities
    	Notes
    	Audit Trail
    	Attachments
    Activity	Outlook Calendar. For an example, see Adding an Outlook Web Applet to a Task Detail Page as Related Information.
    Partner	Partner Relationship
    	Addresses
    	Application
    	Lead
    	MDF Request
    	Broker Profile
    	Notes
    	Books
    	Partner Organization Books
    	Business Plans
    	Campaigns

12. Click Finish.

Adding an Outlook Web Applet to a Task Detail Page as Related Information

You can embed external Web content, such as Microsoft Outlook, by creating a custom Web applet that appears as a related information section in your task detail page.

To perform this procedure, your role must include the Customize Application and Manage Custom Web Applets privileges.

To add a Microsoft Outlook Web applet to a task detail page as related information

1. In the upper-right corner of any page, click the Admin global link.

2. Click Application Customization.

3. Click Activity.

4. In the Application Setup section, click Global Web Applets, then click New.

5. In the Custom Web Applet page, complete the following fields, and click Save.

   Field	Comments
   Name	Enter Outlook Calendar.
   Location	Select Detail Page.
   Type	Select HTML.
   Web Applet HTML	Add the following code: <script src="http://www.gmodules.com/ig/ifr?url=http://hosting.gmodules. com/ig/gadgets/file/118137453981720645697/MSOutlookWidget.xml &amp;up_DefaultView=Inbox&amp;synd=open&amp;w=800&amp;h=500&amp;title= Microsoft+Outlook&amp;border=http%3A%2F%2Fwww.gmodules.com%2Fig%2Fimages%2F&amp;output=js"></script> Note: To change the size of the Microsoft Outlook gadget, modify the numbers (in pixels) for the width, which is 800 (w=800) in the code shown here, and the height, which is 500 (h=500) in the code shown here.

Making the Web Applet Visible

Complete the following procedure to make the Microsoft Outlook Web applet visible.

To make the Web applet visible

1. In the upper-right corner of any page, click the Admin global link.

2. Click Application Customization, then click Activity.

3. In the Application Setup section, click My Homepage Layout.

4. In the Page Layout Management section, click Task Page Layout.

5. In the Task Page Layout list, click Edit to modify your existing layout.

   The Page Layout Wizard is displayed and guides you through the process.

6. In Step 4 Related Information:

   1. Move the new Outlook Calendar Web applet from the Available Information list to the Displayed Information list.

   2. Click the up and down arrows to position the new custom Web applet, as required.

   3. Click Finish to create the new layout.

Displaying the Calendar

Complete the procedure to display the calendar.

To display the calendar

1. Open Microsoft Outlook and navigate to the calendar.

2. To display the weekly calendar, select the Weekly tab in Microsoft Outlook first before it displays in the Microsoft Outlook Calendar Web applet.

If you want to display the Calendar, open Outlook and navigate to the Calendar. If you want to display the weekly Calendar, select the weekly tab in your Outlook first before it displays in the Outlook Calendar web applet.

Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition

Complete the steps in the following procedure to modify the search layout for the record types.

Company administrators typically modify the search layout for the Insurance Property record type for each role in the Financial Services edition.

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

To modify a search layout for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.

2. In the Record Type Setup section, click the link for the Insurance Property record type.

3. In the Search Layout Management section, click the Insurance Property Search Layout.

4. In Insurance Property Search Layout page, click the Copy link next to a layout to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.

   The Page Layout wizard opens.

5. In Step 1 of the wizard, enter a name for the layout and (optionally) a description and click Next.

6. In Step 2 Specify Targeted Search Field, select fields from the available Fields list and use the up and down arrows next to the Selected Fields list to organize the search fields in the order you want, or you can leave the default field in this step.

7. In Step 4 Define Search Results Layout, select fields from the available Fields list and put the fields in the Lookup Window and Search Results Fields section. For example to help search the Insurance property, the administrator can select: Policy, Type, Make, Model, Amount fields to be put in the Lookup Window and Search Results Fields section.

8. Deselect the Configure Lookup window with default fields check box.

9. Click Finish to save the layout.

Enabling a Search Layout for Oracle CRM On Demand Financial Services Edition

Now you must enable the search layout you configured in the previous procedure for each role in Oracle CRM On Demand Financial Services Edition.

To enable a search layout for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to Admin, User Management and Access Controls, and then the Role Management view.

2. Click the edit link next to the role that you want to enable in the Search Layout.

   The Role Management wizard opens.

3. Go to Step 7 of the wizard, Search Layout Assignment and on the Insurance Property record type, select the search layout name that you configured in the previous procedure.

4. Click Finish.

Setting Up Related Information Page Layouts for Oracle CRM On Demand Financial Services Edition

It is recommended that you set up related information page layouts for each role that you intend to create in Oracle CRM On Demand Financial Services Edition.

When setting up a related information page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the related page layout as well as to the sections within the page, and you can also expose the related information in the page layout.

In Oracle CRM On Demand Financial Services Edition, there are 13 record types that have preconfigured fields for common industry use. These objects have many of the related information layouts created for you, but you can make additions as necessary.

Company administrators typically set up the related information layouts for the following record types for each role in the Financial Services edition:

• Contact

• Financial Account

• Financial Product

• Policy

The tables after this procedure show the details of the page layouts and related information sections that company administrators typically set up for Oracle CRM On Demand Financial Services Edition.

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

To set up a related information page layout for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.

2. In the Record Type Setup section, click the link for the required record type.

3. In the Page Layout Management section, click the Related Information Page Layout.

4. In the Related Information Setup section, select the related information type you want to customize.

   The Related Information Layout page for the selected related information type appears.

   Note: The items in the Related Information Setup section vary depending on which record type you select.

   If you want to create a copy of an existing layout, or to create a new layout, perform the following steps:

5. On the record type Page Layout page, click the Copy link next to a layout to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.

   The Page Layout wizard opens.

6. In Step 1 of the wizard, enter a name for the layout and (optionally) a description and click Next.

7. In Step 2 Field Setup, select fields from the available Fields list and use the up and down arrows next to the Selected Fields list to organize the fields in the order you want.

   Note: For more information on field setup, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.

8. Click Finish to save the layout.

The following table shows the sections that company administrators typically set up for related information page layouts for each role in Oracle CRM On Demand Financial Services Edition.

Table Related Information Setup for Contacts

Related Information Setup	Field Setup
Financial Account Holders	Financial Account Holder Name
	Financial Account
	Role
	Financial Account Type
	Balance
	Joint
	Held Away
	Primary Account
	Open Date
Financial Transactions	Financial Product Name
	Transaction Type
	Quantity
	Value
	Transaction Price
	Transaction Date Time
	Transaction Period
	Transaction ID
	Transaction Source
Involved Party	Involved Party Name
	Claim Number
	Status
	Loss Code
	Loss Type
	Reported by
	Role
	Role in Accident
	Injury Summary

The following table shows the sections that company administrators typically set up for related information page layouts for each financial account in Oracle CRM On Demand Financial Services Edition.

Table Related Information Setup for Financial Account

Related Information Setup	Field Setup
Financial Account Holders	Financial Account Holder Name
	Financial Account Holder: First Name
	Financial Account Holder:
	Role
	Financial Account Holder: Email
	Primary Account
	Joined Date

The following table shows the sections that company administrators typically set up for related information page layouts for each financial product in Oracle CRM On Demand Financial Services Edition.

Table Related Information Setup for Financial Product

Related Information Setup	Field Setup
Financial Transactions	Financial Account Number
	Transaction Type
	Quantity
	Value
	Transaction Price
	Transaction Date Time
	Transaction Period
	Transaction ID
	Transaction Source

The following table shows the sections that company administrators typically set up for related information page layouts for each policy in Oracle CRM On Demand Financial Services Edition.

Table Related Information Setup for Policy

Related Information Setup	Field Setup
Policy Holder	Policy Holder Name
	Contact Holder
	Contact Holder: First Name
	Contact Holder: Last Name
	Role
	Insured Type
	Effective Date
	Holder Percentage
	Contact Holder: Email
Claim	Claim Number
	Status
	Loss Code
	Loss Type
	Report Number
	Reported by
	Report Date
Coverage	Coverage
	Individual Limit
	Total Limit
	Deductible
Policy Attachment	Attachment Name
	Size
	Type
	Created By
	Modified By
	Last Modified

Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition

Complete the steps in the following procedure to modify the sales stages. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

To modify the sales stages for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Data Rules & Assignment view.

2. In the Sales Methodology section, click the Sales Processes link.

3. On the Sales Process List page, click the Sales Process Name link.

4. In the Sales Stage title bar, click New, or in the row for an existing sales stage, click Edit.

5. On the Sales Stage Edit page, enter a name for the sales stage or edit the name for an existing one.

6. On the Sales Stage Edit page, enter a number in the Order field for the sales stage, or edit the Order # (number) for an existing one.

   Order # (number) corresponds to the position of the sales stage in the picklist.

7. Click Save.

   Repeat these steps for each sales stage that you want to add or edit.

The following table shows the suggested sales stages for Oracle CRM On Demand Financial Services Edition:

Table Sales Stages for Oracle CRM On Demand Financial Services Edition

Sales Stage	Default Probability	Order
New Opportunity	10	1
Initial Communication	20	2
Discovery	30	3
Opportunity Analysis	40	4
Solution Development	50	5
Solution Presentation	60	6
Client/Prospect Evaluation	70	7
Commitment to Buy	80	8
Paperwork Signed	90	9
Closed/Won	100	10
Closed/Lost	0	11

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.

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.

Configuring Custom Objects for Policies

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

You can associate custom objects 1-40 with the Policy record. Custom objects 1-40 can be customized for data specific to insurance policies.

The relationship between the Policy record type and Custom Objects is one-to-many. You can create many-to-many relationships for custom object record types by using another custom object record type as an intersection table. For more information about custom objects and many-to-many relationships, see Oracle CRM On Demand Online Help.

To configure custom objects:

• Verify that the administrator’s role is set up for the custom objects

• Add the Custom Objects to the Policy record type page layout

Complete the steps in the following procedure to verify the administrator’s role is set up for custom objects.

Verifying the administrator’s role is set up for custom objects

1. In the upper-right corner of any page, click the Admin global link.

2. In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.

3. In the Access Profile Management section, click the Access Profiles link.

4. On the Access Profiles page, click the Edit link for the role that you would like to edit, and do the following:

   1. Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the Policy object.

   2. On the Related Information page, find Custom Objects, and select View for the Access Level.

   3. Click Finish.

Complete the steps in the following procedure to add custom objects to the Policy record type page layout.

To add the custom objects to the Policy record type page layout

1. In the upper-right corner of any page, click the Admin global link.

2. In the Application Customization section, click Application Customization.

3. In the Record Types Setup section, click the link for the Policy record type.

4. In the Page Layout Management section, click the Related Information Layout link.

5. On the Related Information Layout page, click the Edit link next to a layout.

   The Related Information Layout wizard opens.

6. In the wizard, go to Step 4 (Related Information), and use the directional arrows to add Custom Objects option to the Available section.

7. Click Finish to save the record.

Configuring Books

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

Books are an efficient method of organizing and segregating records, so that users can collaborate without being team members for each record.

You can configure books for the following records:

• Policy

• Financial Account

• Financial Plan

A book can be associated with a record in two ways:

• By adding the book to the Book related information list on a Policy record.

• Automatically, through a workflow rule or batch assignment.

For more information about book management, see Oracle CRM On Demand Online Help.

Complete the steps in the following procedure to verify the administrator’s role is set up for books.

Verifying the administrators role is set up for books

1. In the upper-right corner of any page, click the Admin global link.

2. In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.

3. In the Access Profile Management section, click the Access Profiles link.

4. On the Access Profiles page, click the Edit link for the Administrator Default Access Profile, and do the following:

   1. Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the record type object.

   2. On the Related Information page, find Books, and select Full for the Access Level.

   3. Click Finish.

5. On the Access Profiles page, click the Edit link for the Administrator Owner Access Profile, and do the following:

   1. Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the record type object.

   2. On the Related Information page, find Books, and select Full for the Access Level.

   3. Click Finish.

Complete the steps in the following procedure to add books to the record type page layout.

To add the book to page layout

1. In the upper-right corner of any page, click the Admin global link.

2. In the Application Customization section, click Application Customization.

3. In the Record Types Setup section, click the link for the record type.

4. In the Page Layout Management section, click the record type Page Layout link.

5. On the Policy Page Layout page, click the Edit link next to a layout.

   The Page Layout wizard opens.

6. In the wizard, go to Step 4 (Related Information), and use the directional arrows to add the Books option to the Available section.

7. Click Finish to save the record.

For more information about creating books, see Oracle CRM On Demand Online Help.

Configuring My Team Policies List

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

Insurance agent managers can configure the My Team Policies List in the Policy List page to show all the policies owned by their subordinates. For more information about creating lists, see Oracle CRM On Demand Online Help.

Complete the steps in the following procedure to add the My Team Policies list to the Policy List page.

To configure My Team Policies list

1. Navigate to the Policy Homepage.

2. In the Policy List page, click the Manage Lists link.

3. Manage Policy Lists page, Click on New List

4. In the Search In section, select the All records I or my subordinates own option, and then click Save.

5. In the List Name field, enter My Team Policies.

6. For List Accessibility, select one of the following options based on your user role:

   • Private. Allows you alone to see the filtered list.

   • Public. Makes the list available to all employees. Public lists appear on the record Homepage for all employees at your company.

   • Role Specific. Make the list available only to users with a specific role.

7. Click Save and Run.