Service Requests

The following table shows an example configuration for cascading picklists for Service Requests in Oracle CRM On Demand.

Table Service Requests Cascading Picklists

Parent Picklist Value Related Picklist Value

Area

Type

Forms

  • IRA Distribution

  • IRA Beneficiary Designation

Financial Account Services

  • Name Change

  • Address Change

  • Phone Number Change

  • Enable Margin

  • Enable Options Trading

Profile

  • Risk Profile Change

  • Financial Situation Change

  • Marital Status Change

  • Objectives Change

Online Access

  • Forgot Username/Password

  • Enable Online Trading

Distributions

  • IRA Distribution

  • Send Check

Other

Other