Portfolio Historical Analytics Subject AreaAvailabilityThis subject area is available only in the Oracle CRM On Demand Financial Services Edition. Business PurposeThis subject area provides the ability to analyze portfolio history, contacts, and products. Portfolio reports provide the capability to generate reports about portfolios for the following dimensions: Contact, Account, Product, Advisor, and Time. This report enables advisors and their managers to answer questions, such as the following:
This information allows you to analyze portfolios with respect to both clients and advisors. 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. The Portfolio dimension normally includes non-financial assets such as vehicles unless your administrator has specifically excluded such non-financial assets in Portfolio lists using the Exclude Vehicle / Asset Records from Portfolio Accounts option in the Company Profile page. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |