Contents
1 What’s New in This Release
2 Configuration Overview of Oracle CRM On Demand Financial Services Edition
- Configuration Overview of Oracle CRM On Demand Financial Services Edition
- About Oracle CRM On Demand Industry Editions
- About Configuring Oracle CRM On Demand Financial Services Edition
3 Configuring Oracle CRM On Demand Financial Services Edition
- Configuring Oracle CRM On Demand Financial Services Edition
- Process of Configuring Oracle CRM On Demand Financial Services Edition
- Configuring Field Setup for Oracle CRM On Demand Financial Services Edition
- Record Types for Oracle CRM On Demand Financial Services Edition
- Activity Record Type
- Appointment Record Type
- Broker Profile Record Type
- Contact Record Type
- Contact Interests Record Type
- Claim Record Type
- Coverage Record Type
- Financial Account Record Type
- Financial Account Holder Record Type
- Financial Plan Record Type
- Financial Products Record Type
- Financial Transaction Record Type
- Household Record Type
- Insurance Property Record Type
- Involved Party Record Type
- Lead Record Type
- Opportunity Record Type
- Policy Record Type
- Policy Holder Record Type
- Service Request Record Type
- Configuring Cascading Picklists for Oracle CRM On Demand Financial Services Edition
- Example Configuration Picklists
- Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition
- Adding an Outlook Web Applet to a Task Detail Page as Related Information
- Modifying Search Layouts for Oracle CRM On Demand Financial Services Edition
- Setting Up Related Information Page Layouts for Oracle CRM On Demand Financial Services Edition
- Modifying Sales Stages for Oracle CRM On Demand Financial Services Edition
- Setting Up Access Profiles for Financial Services Roles
- Creating Financial Services Roles
- Configuring Custom Objects for Policies
- Configuring Books
- Configuring My Team Policies List
4 Configuring Workflows for the Producer Success Model
- Configuring Workflows for the Producer Success Model
- About Configuring Workflows for the Producer Success Model
- Configuring Workflow Rules and Actions for the Producer Success Model
- Creating a Workflow Action
- Workflow Rule for Creating a Referral Call When a New Lead is Created
- Workflow Rules for Creating Followup Calls Based on Call Results
- Followup Calls for Referral Calls Where the Result Is No Reach
- Followup Calls for Review Calls Where the Result Is No Reach
- Followup Calls for Birthday Calls Where the Result Is No Reach
- Followup Calls for Referral or Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week and Is Within Six Months
- Followup Calls for Birthday Calls Where the Result Is Stay in Touch and the Birthday Is Within Six Months
- Followup Calls for Review Calls where the Result is Stay in Touch and the Birthday is Within the Current Week or Unknown
- Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not Within Six Months
- Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week and Within Six Months
- Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not in the Current Week or Is Unknown
- Followup Calls for Review Calls Where the Result Is Stay in Touch and the Birthday Is Not Within Six Months
- Workflow Rules for Scheduling Calls with Clients
- Schedule Calls with Clients Where the Birthday Is Not in the Current Week and Is Within Six Months
- Schedule Calls with Clients Where the Birthday Is Unknown, Is in the Current Week, or Is Not Within Six Months
- Schedule Calls with Clients Where the Birthday Is Within Six Months and Is Not in the Current Week
- Schedule Tasks for Calls to Clients where the Birthday is in the Current Week or is Not Within Six Months