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Household Historical Analytics Subject AreaAvailabilityThis subject area is available only in the Oracle CRM On Demand Financial Services Edition. Business PurposeThe Household History Analytics subject area provides the ability to generate reports on households for the Contact dimension. This subject area enables advisors and their managers to answer questions, such as the following:
The Households History Analytics subject area also has a Portfolio dimension that can be used to report on information of associated portfolios of household contacts. Note that portfolio has only an indirect relationship with households (through contacts) and hence Portfolio dimension attributes can not be used directly to analyse the household metrics. You can combine household reports with portfolio reports to provide an enhanced client service by understanding clients as members of a household. Relationship TypeSimple DimensionsThis subject area has the following dimensions:
MetricsThe complete list of metrics for this subject area is as follows:
Usage NotesThe Contact dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |