Implementing Financial Services

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1 About This Guide
- Audience and Scope
- Related Guides
2 Implementation Overview
- Setup Tasks List
3 Set Up Users and Roles
- Import Roles and Privileges into Security Console
- Set Up Financial Services Roles Using Simplified Setup
- Create Roles for Retail Banking
- Create Roles for Commercial Banking
- Create Administrator Roles for Financial Services
4 Configure Page Layouts and Add Users to Roles
- Assign Roles to Retail Banking Layouts
- Add Users to Financial Services Job Roles
- Assign Roles to Commercial Banking Layouts
5 Rename Account to Companies
- Rename Account to Companies for Commercial Banking
6 Enable the Accounts and Contacts Functional Area
- Enable Functional Areas in the Sales Offering: Explained
7 Perform Page Composer Configurations
- Perform Page Composer Configurations
- Hide Dashboard Icon on Welcome Springboard
- Enable Households Icon on Navigator and Welcome Springboard
- Hide Companies Icon on Navigator and Welcome Springboard for Retail Banking
8 Configure Reports and Analytics
- Configure KPI Dashboard for Retail Banking
- Configure Reports for Retail Banker
- Configure Reports for Retail Bank Manager
- Configure Reports for Commercial Banker and Commercial Bank Manager
- Change Filters for the Loan Pipeline Report
9 Configure Sales Organization
- Configure Sales Organization as the Inventory Organization
10 Set Up Intelligent Advisor
- Set Up Intelligent Advisor Interview
11 Configure Open Authorization
- Authorization for Intelligent Advisor Integration
12 Configure Item Types
- Configure Item Types Required for Needs Analysis Interviews
13 Set Up Profile Option
- Set Up Profile Option for Creating Customer Relationship Management Product
14 Configure File Import and Export
- Configure File Import and Export
15 Configure Sales Processes
- Configure Sales Processes
16 Understand Role-Based Security
- Understand Role-Based Access and Security Considerations
17 Update Needs Analysis Interviews
- Update Needs Analysis Interviews
18 Understand Adaptive Case Management
- Application Composer Configuration for Case Management
- Web Service Configurations
- Configure Object Functions for Service Request
- Configure Service Request Creation Page Layouts
  - Configure Default Custom Layout
  - Configure Deceased Estate Layout
- Configure Service Request Details Page Layouts
- Configure Contact Details Page Layouts
  - Configure Default Custom Layout
  - Verification and Diagnoses
- Display Task List in Subtab Configurations
  - Register a Web Application for Mashup Content
  - Add the Contents to Subtabs of Service Request
- Configure My Worklist and My Tasks for Home page
- Add Field Validations
  - Validate that Date of Death isn't a Future Date
- Add Field Triggers
  - Set Date of Birth with Value from Contact
- Add Object Triggers
  - Set Service Request Contact List from Contact Relationships
- Download and Use Oracle Integration Application Template for the Deceased-Estate
- Set Up Roles and Test the Process with a REST Client
- Set Up Intelligent Advisor Connection
- Deploy Intelligent Advisor Interview
- Oracle CX Sales Setup
- Oracle Identity Cloud Service Configurations for Adaptive Case Management