Financial Account Holder Record Type
The Financial Account Holder record type allows financial institutions to create, manage, and leverage the complex relationships between financial accounts, contacts, households, and businesses. Within Financial Account Holders, you can model any and all relationships with specific roles, status, type, and dates. With household management and the new financial account holder solution, bankers and financial advisors can track all of their relationships in a contact, household, and business centric view.
The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.
| Field Name | Action |
|---|---|
Role |
Add picklist values:
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