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.