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Wealth Management > Financial Products > Working with the Financial Products Homepage

Working with the Financial Products Homepage

The Financial Products Homepage is the starting point for managing financial products.

NOTE: Your company administrator can customize the layout of your Financial Products Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

Creating a Financial Product Record

You can create a financial product record by clicking the New button in the Recently Modified Financial Products section. For more information, see Creating Records and Financial Products Fields.

TIP: You can indicate financial product hierarchies, such as an equity that is a subsidiary of a mutual fund by selecting the Parent Financial Product field. For information on financial product hierarchies, see Tracking Parent Financial Products.

Working with Financial Product Lists

Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for financial products.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, so you cannot edit or delete them.

Viewing Recently Modified Financial Products

The Recently Modified Financial Products section shows the financial products that you viewed most recently.

To expand the list, click Show Full List.

Adding Sections to Your Financial Product Homepage

If your user role includes the Personalize Homepages privilege, you can add additional sections to your Financial Product Homepage, depending on which sections your company administrator has made available for display on your Financial Product Homepage.

The following procedure describes how to add sections to your Financial Product Homepage.

To add sections to your Financial Product Homepage

1. On the Financial Product Homepage, click Edit Layout.
2. On the Financial Product Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
3. Click Save.