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Wealth Management > Financial Products > Financial Products Fields
Financial Products Fields
Use the Financial Products Edit page to add a financial product or update details for an existing financial product. The Financial Products Edit page shows the complete set of fields for a financial product.
TIP: You can also edit financial products on the Financial Products List page and the Financial Products Detail page. For more information on updating records, see Updating Record Details.
NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.
The following table provides additional information regarding some of the Financial Product fields.
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Field
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Description
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Financial Product Profile
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Financial Product Name
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Common name of the financial product. Examples are: Oracle Corporation, Mutual Fund X, Gold Saving, Best Mortgage, and so on.
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Category
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Category of financial product. (The recommended hierarchy is as follows: type, category, class, subclass, financial product, child financial product, more children, if necessary.)
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Type
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Type of financial product. Examples: Growth Fund, Safe Fund.
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Class
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Class of financial product. Examples: Equities, Bonds.
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Sub-Class
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Subclass of the financial product. Examples: Technology, Oil & Gas.
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Parent Financial Product
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Parent financial product of this product.
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Financial Product ID
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Financial product ID that the financial institution uses to identify a financial product in its financial product hub or equivalent entity.
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MDM Product Hub ID
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Financial product ID that the financial industry or external company uses to identify a financial product in an external master data management (MDM) financial product hub.
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Current Price
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Price of the financial product. The price can come from an external source such as market pricing, or internally, from a price list.
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Price Source
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Source of the price information for the financial product, for example, an application name, database name, integration name, and so on.
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Current Price Last Updated
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Date and time when the price for this financial product was last updated (from the price source).
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Product Catalog
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Product URL
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URL for the catalog location of this financial product. It is usually an external financial product and URL.
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Product Overview
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Summary or introduction information about the financial product. This field has a limit of 16350 characters.
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Product Catalog
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URL for a financial product catalog that contains this financial product. The URL is usually an internal financial product URL.
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Financial Product Overview
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External ID
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External source ID of the external information about the financial-product holder. This field has a limit of 50 characters.
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External Source
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Source of the external information about the financial product, for example, an application name, database name, integration name, and so on.
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External Last Updated
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Date and time when the data for this financial product was last updated (from the external source).
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Related Topics
See the following topics for related, financial product information:
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