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
Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition
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Adding an Outlook Web Applet to a Task Detail Page as Related Information
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
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:
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.
Log in to Oracle CRM On Demand.
Configure the field setup.
For more information, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.
Configure the cascading picklists.
For more information, see Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition.
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.
Modify the search layouts.
For more information, see Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition.
Modify the sales stages.
For more information, see Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition.
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.
Create the roles for Oracle CRM On Demand Financial Services Edition.
For more information, see Creating Financial Services Roles.
(Optional) Configure custom objects for the Policy record.
For more information, see Configuring Custom Objects for Policies.
(Optional) Configure books.
For more information, see Configuring Books.
(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
In Oracle CRM On Demand, navigate to Admin and then Application Customization.
In the Record Type Setup section, click the link for the required record type, for example, Contact.
In the Field Management section, click the required Field Setup link, for example, Contact Field Setup.
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.
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:
|
Type |
Add picklist values:
|
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:
|
Segmentation |
Add picklist values:
|
Broker Profile Year |
Add picklist values:
|
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:
|
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:
|
Goal - Priority 2 |
Create a new picklist field with the following values:
|
Goal - Priority 3 |
Create a new picklist field with the following values:
|
Goal - Priority 4 |
Create a new picklist field with the following values:
|
Goal - Priority 5 |
Create a new picklist field with the following values:
|
Investable assets |
Create a new currency type field. |
Investment mix |
Create a new multiselect picklist field with the following values:
|
Potential Revenue |
Create a new currency type field. |
Total Life Insurance |
Create a new currency type field. |
Status |
Add the picklist values with:
|
Account |
Rename to Business Account. |
Call Frequency |
Edit the picklist values as follows:
|
Contact Type |
Edit the picklist values as follows:
|
Customer ID |
Rename to Contact ID. |
Experience Level |
Rename to Investing Experience. Edit the picklist values as follows:
|
Investment Horizon |
Edit the picklist values as follows:
|
Lead Source |
Rename to Source. Edit the picklist values as follows:
|
Primary Group |
Rename to Advisor Team. |
Risk Profile |
Rename to Risk Tolerance. Edit the picklist values as follows:
|
Tier |
Rename to Book Segment. Edit the picklist values as follows:
|
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:
|
Category |
Rename to Interests. Edit the picklist values as follows:
|
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:
|
At Fault |
Add picklist values:
|
Category of Loss |
Add picklist values:
|
Class of Employee |
Add picklist values:
|
Kind of Loss |
Add picklist values:
|
Liability Source |
Add picklist values:
|
Line of Business |
Add picklist values:
|
Location of Loss |
Add picklist values:
|
Loss Code |
Add picklist values:
|
Loss Type |
Add picklist values:
|
Medical Injury Code |
Add picklist values:
|
Part of Body Injured |
Add picklist values:
|
Place of Injury |
Add picklist values:
|
Relationship to Insured |
Add picklist values:
|
Reported By |
Add picklist values:
|
State |
Add picklist values:
|
Status |
Add picklist values:
|
Type of Injury |
Add picklist values:
|
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:
|
Coverage Status |
Add picklist values:
|
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:
|
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:
|
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:
|
Type |
Add picklist values:
|
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.
Table Financial Products Record Type Fields
Field Name | Action |
---|---|
Category |
Add picklist values:
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:
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:
|
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.
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:
|
Goal - Priority 2 |
Create a new picklist field, with the following values:
|
Goal - Priority 3 |
Create a new picklist field, with the following values:
|
Goal - Priority 4 |
Create a new picklist field, with the following values:
|
Potential Revenue |
Create a new currency type field. |
Risk Tolerance |
Create a new picklist field, with the following values:
|
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:
|
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:
|
Role |
Add picklist values:
|
Role in accident |
Add picklist values:
|
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:
|
Billing |
Rename to Address. |
Sales Person |
Rename to Financial Advisor. |
Source |
Add the following value to the picklist:
|
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:
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:
Note: This field is used in a cascading picklist with the Product or Service field.
|
Reason Won/Lost |
Edit the picklist values as follows:
|
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:
|
Policy Pay Method |
Add picklist values:
|
Policy Type |
Add picklist values:
|
Rate Plan |
Add picklist values:
|
Rate State |
Add picklist values:
|
Referral Source |
Add picklist values:
|
Status |
Add picklist values:
|
Sub-Status |
Add picklist values:
|
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:
|
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:
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:
|
Account |
Rename to Business Account. |
Type |
Rename to Issue. Edit the picklist values as follows:
|
Type |
|
Type |
|
Type |
|
Type |
|
Type |
|
Type |
|
Type |
|
Type |
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
In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
In the Record Type Setup section, click the link for the required record type, for example, Contact.
In the Cascading Picklists section, click the required Cascading Picklists link, for example, Contact Interests Cascading Picklists.
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.
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.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.
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.
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 |
|
Food and Wine |
|
Hobby |
|
Investments |
|
Physical Fitness |
|
Professional Sports |
|
Public Service |
|
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 |
|
Financial Account Services |
|
Profile |
|
Online Access |
|
Distributions |
|
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 |
|
Technology |
|
Referral Call |
|
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 |
|
Review Call |
|
Referral Call |
|
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.
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
In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
In the Record Type Setup section, click the link for the required record type, for example, Contact.
In the Page Layout Management section, click the link for the required page layout type, for example, Contact Page Layout.
If you want to create a copy of an existing layout, or to create a new layout, perform the following steps:
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.
In Step 1 of the wizard, enter a name for the layout and (optionally) a description.
Click Finish to save the layout.
Note: You will return later to the Page Layout wizard to finish setting up the page layout.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.
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
Click Save.
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.
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.
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
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
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
In the upper-right corner of any page, click the Admin global link.
Click Application Customization.
Click Activity.
In the Application Setup section, click Global Web Applets, then click New.
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 &up_DefaultView=Inbox&synd=open&w=800&h=500&title= Microsoft+Outlook&border=http%3A%2F%2Fwww.gmodules.com%2Fig%2Fimages%2F&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
In the upper-right corner of any page, click the Admin global link.
Click Application Customization, then click Activity.
In the Application Setup section, click My Homepage Layout.
In the Page Layout Management section, click Task Page Layout.
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.
In Step 4 Related Information:
Move the new Outlook Calendar Web applet from the Available Information list to the Displayed Information list.
Click the up and down arrows to position the new custom Web applet, as required.
Click Finish to create the new layout.
Displaying the Calendar
Complete the procedure to display the calendar.
To display the calendar
Open Microsoft Outlook and navigate to the calendar.
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
In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
In the Record Type Setup section, click the link for the Insurance Property record type.
In the Search Layout Management section, click the Insurance Property Search Layout.
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.
In Step 1 of the wizard, enter a name for the layout and (optionally) a description and click Next.
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.
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.
Deselect the Configure Lookup window with default fields check box.
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
In Oracle CRM On Demand, navigate to Admin, User Management and Access Controls, and then the Role Management view.
Click the edit link next to the role that you want to enable in the Search Layout.
The Role Management wizard opens.
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.
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
In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
In the Record Type Setup section, click the link for the required record type.
In the Page Layout Management section, click the Related Information Page Layout.
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:
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.
In Step 1 of the wizard, enter a name for the layout and (optionally) a description and click Next.
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.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
In Oracle CRM On Demand, navigate to the Admin screen and then the Data Rules & Assignment view.
In the Sales Methodology section, click the Sales Processes link.
On the Sales Process List page, click the Sales Process Name link.
In the Sales Stage title bar, click New, or in the row for an existing sales stage, click Edit.
On the Sales Stage Edit page, enter a name for the sales stage or edit the name for an existing one.
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.
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
In Oracle CRM On Demand, navigate to the Admin screen, User Management and Access Controls, and then the Access Profiles view.
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.
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).
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
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
In Oracle CRM On Demand, navigate to Admin, User Management and Access Controls, and then the Role Management view.
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.
In Step 1 of the wizard, enter the role name (for example, Financial Advisor) and description.
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
In the wizard, go to Step 3 (Access Profiles), and select the access profiles that you created earlier for the role.
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
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
In the wizard, go to Step 6 (Page Layout Assignment), and assign a page layout to each record type.
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.
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.
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
In the upper-right corner of any page, click the Admin global link.
In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.
In the Access Profile Management section, click the Access Profiles link.
On the Access Profiles page, click the Edit link for the role that you would like to edit, and do the following:
Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the Policy object.
On the Related Information page, find Custom Objects, and select View for the Access Level.
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
In the upper-right corner of any page, click the Admin global link.
In the Application Customization section, click Application Customization.
In the Record Types Setup section, click the link for the Policy record type.
In the Page Layout Management section, click the Related Information Layout link.
On the Related Information Layout page, click the Edit link next to a layout.
The Related Information Layout wizard opens.
In the wizard, go to Step 4 (Related Information), and use the directional arrows to add Custom Objects option to the Available section.
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
In the upper-right corner of any page, click the Admin global link.
In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.
In the Access Profile Management section, click the Access Profiles link.
On the Access Profiles page, click the Edit link for the Administrator Default Access Profile, and do the following:
Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the record type object.
On the Related Information page, find Books, and select Full for the Access Level.
Click Finish.
On the Access Profiles page, click the Edit link for the Administrator Owner Access Profile, and do the following:
Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the record type object.
On the Related Information page, find Books, and select Full for the Access Level.
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
In the upper-right corner of any page, click the Admin global link.
In the Application Customization section, click Application Customization.
In the Record Types Setup section, click the link for the record type.
In the Page Layout Management section, click the record type Page Layout link.
On the Policy Page Layout page, click the Edit link next to a layout.
The Page Layout wizard opens.
In the wizard, go to Step 4 (Related Information), and use the directional arrows to add the Books option to the Available section.
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
Navigate to the Policy Homepage.
In the Policy List page, click the Manage Lists link.
Manage Policy Lists page, Click on New List
In the Search In section, select the All records I or my subordinates own option, and then click Save.
In the List Name field, enter My Team Policies.
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.
Click Save and Run.