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## Financial Plans Use the Financial Plan pages to create, update, and track financial plans for a financial account. Financial plans are typically the financial plan of a contact or business for one or more specific financial accounts that a financial institution manages. NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking financial-account plan information, the Financial Plan tab might be excluded from your setup. A financial plan enables high-level financial planning by providing access to information like the status, stage of plan, and approvals. It also provides links to the middle-office and back-office applications. Batch feeds and updates from Web services are commonly used to integrate middle-office and back-office information in Oracle CRM On Demand. Using financial plans, financial institutions can integrate customer relationship management with financial planning tasks, workflows, and deliverables throughout the entire financial-planning lifecycle. Using this feature, you can track activities, opportunities, service requests and leads for a financial plan to enable client and household-centric financial planning. You can use the Financial Plan pages to identify and profile a financial plan. You can also use the Financial Plan pages to review a financial plan's subaccounts and other related information including: Opportunity. For more information, see About Opportunities and Forecasts. Activity. For more information, see Activity Fields. Service Request. For more information, see Process of Managing Service Requests. Lead. For more information, see Leads.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.