Managing Contacts

This chapter describes how to manage contacts. It includes the following topics:

• About Managing Contacts

• Scenario for Adding a New Contact

• Process of Managing Contacts (End User)

• Updating or Reviewing a Contact’s Holdings

• Updating or Reviewing a Contact’s Investment Profile

• Managing Contact Information (End User)

• Creating Customer Assessments (End User)

• Setting the Customer Value Icon (End User)

• Viewing a Contact Summary (End User)

• Viewing Contact Relationship Hierarchies (End User)

• Managing Mortgages (End User)

• Creating Financial Plans (End User)

• About Managing Oracle FLEXCUBE Universal Banking Contacts