Setting Up Access Profiles for Financial Services Roles
You must set up two profiles for each financial services role:
Default access profile. Sets the access levels for records not owned by the user (or by the user's group).
Owner access profile. Sets the access levels for the records owned by the user, by the user's group, or by someone who reports to the user (if manager visibility is enabled).
Complete the steps in the following procedure for each of the required access profiles. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.
To set up the default access and owner access profiles for a financial services role
In Oracle CRM On Demand, navigate to the Admin screen, User Management and Access Controls, and then the Access Profiles view.
Click the Copy link on the appropriate profile, as follows:
If you are setting up a default access profile, click the Copy link on a default access profile that is similar to the one you want to set up.
For example, to create the default access profile for a financial advisor, click the Copy link on the Field Sales Rep Default Access Profile.
If you are setting up an owner access profile, click the Copy link on an owner access profile that is similar to the one you want to set up.
For example, to create the owner access profile for a financial advisor, click the Copy link on the Field Sales Rep Owner Access Profile.
The Access Profile Wizard opens.
In Step 1 of the wizard, enter a name for the access profile (for example, Financial Advisor Default Access Profile or Financial Advisor Owner Access Profile).
In the wizard, go to Step 2 (Specify Access Levels), and change the access settings for the role, as necessary.
For example, the following table lists the access settings that company administrators typically configure for a financial advisor role.
Record Type Related Information Default Access Owner Access Claim
Claim
Read/Edit/Delete
Read/Edit/Delete
Claim
Activities
View
View
Claim
Damages
View
View
Claim
Involved Parties
View
View
Claim
Service Requests
View
View
Contact
Contact Interests
Full
Full
Contact
Contact Relationships
Read/Create
Full
Contact
Households
Full
Full
Contact
Portfolios
Full
Full
Contact
Referrals
View
View
Coverage
Coverage
Read/Edit/Delete
Read/Edit/Delete
Damage
Damage
Read/Edit/Delete
Read/Edit/Delete
Financial Account
Financial Account
Read/Edit/Delete
Read/Edit/Delete
Financial Account
Activities
View
View
Financial Account
Books
Full
Full
Financial Account
Custom Objects (All)
Full
Full
Financial Account
Financial Account
View
View
Financial Account
Financial Account Holders
View
View
Financial Account
Financial Account Holdings
View
View
Financial Account
Financial Plans
View
View
Financial Account
Financial Transactions
View
View
Financial Account
Leads
View
View
Financial Account
Opportunities
View
View
Financial Account
Policies
View
View
Financial Account
Service Requests
View
View
Financial Account
Financial Account Holder
Read/Edit/Delete
Read/Edit/Delete
Financial Account
Financial Account Holdings
Read/Edit/Delete
Read/Edit/Delete
Financial Plan
Financial Plan
Read/Edit/Delete
Read/Edit/Delete
Financial Plan
Activities
View
View
Financial Plan
Books
Full
Full
Financial Plan
Leads
View
View
Financial Plan
Opportunities
View
View
Financial Plan
Service Requests
View
View
Financial Product
Financial Product
Read/Edit/Delete
Read/Edit/Delete
Financial Product
Coverages
View
View
Financial Product
Financial Account Holdings
View
View
Financial Product
Financial Products
View
View
Financial Product
Financial Transactions
View
View
Financial Product
Financial Transaction
Read/Edit/Delete
Read/Edit/Delete
Financial Transaction
Financial Transactions
View
View
Financial Transaction
Service Requests
View
View
Household
Household
Read/Edit/Delete
Read/Edit/Delete
Household
Attachments
Read-Only
Read-Only
Household
Completed Activities
View
View
Household
Contacts
Full
Full
Household
Household Team
Full
Full
Household
Leads
Read-Only
Read-Only
Household
Notes
Read-Only
Read-Only
Household
Open Activities
View
View
Household
Opportunities
View
View
Household
Portfolios
Read-Only
Read-Only
Household
Service Requests
View
View
Insurance Property
Insurance Property
Read/Edit/Delete
Read/Edit/Delete
Insurance Property
Coverages
View
View
Insurance Property
Damages
View
View
Policy
Policy
Read/Edit/Delete
Read/Edit/Delete
Policy
Activities
View
View
Policy
Policy Attachment
Read/Edit/Delete
Read/Edit/Delete
Policy
Books
Full
Full
Policy
Claims
View
View
Policy
Coverages
View
View
Policy
Custom Objects (All)
Full
Full
Policy
Insurance Properties
View
View
Policy
Leads
View
View
Policy
Opportunities
View
View
Policy
Policies
View
View
Policy
Policy Holders
View
View
Policy
Service Requests
View
View
Policy
Policy Holder
Read/Edit/Delete
Read/Edit/Delete
Portfolio
Portfolio
Read/Edit
Read/Edit/Delete
Portfolio
Completed Activities
View
View
Portfolio
Contacts
Full
Full
Portfolio
Open Activities
View
View
Portfolio
Portfolio Sub-Accounts
View
View
Portfolio
Team
Full
Full
Click Finish.