1. Implementing Financial Services
  2. Configure Item Types Required for Needs Analysis Interviews

Configure Item Types Required for Needs Analysis Interviews

Product Type is a field in the Product Object for classifying different products. This field is also used in the recommendation rules for Intelligent Advisor ready-to-use interviews.

You need to create eight item types for ready-to-use interviews. These are Home Loan t1, Home Loan t2, Equity Line t1, and Equity Line t2, CCL Type 1, CCL Type 2, New Equip Fin, and Old Equip Fin. These eight item types are required for ready-to-use Intelligent Advisor Needs Analysis to work.

  1. Sign in to Oracle CX Sales using Sales Administrator role.

  2. In the Setup and Maintenance work area, go to the following:

    • Functional Area: Application Extensions

    • Task: Manage Standard Lookups

  3. Search for QSC_SALES_PRODUCT_TYPE in Lookup Type.

  4. In the Search Results, click the QSC_SALES_PRODUCT_TYPE lookup type.

  5. In the Lookup Codes section, sales administrator can configure lookup codes such as Home Loan t1, Home Loan t2, Equity Line t1, and Equity Line t2, CCL Type 1, CCL Type 2, New Equip Fin and Old Equip Fin corresponding to product types Home Loan t1, Home Loan t2, Equity Line t1, and Equity Line t2, CCL Type 1, CCL Type 2, New Equip Fin, and Old Equip Fin respectively. Apart from these eight product types, any user-defined product type can also be configured.

  6. While creating a product, you can specify the product type using the Product Type field on the Create Product page or Edit Product page.

  7. In the Lookup Codes section, click New to enter user-defined product types.

  8. Click Save.