Financial Profiles of Companies and Contacts

Financial Profile is available for contacts and companies. Financial profile provides visibility into the customer financial standing and purchasing power with details such as income, net worth, open leads, cash flow, and credit balance to understand product eligibility and target campaigns.

Edit Contact: Profile page contains information about the contact profile. Financial Profile section of the Edit Contact: Profile page includes information on the taxpayer identification number (TIN), customer classification, age, desired retirement age, years to retirement, credit rating, employment status, number of dependents, type of residence, tax bracket, tax status, currency, annual income, and annual expenses. Investment section of the Edit Contact page includes information on investment horizon, investment experience, investment strategy, and risk tolerance.

Edit Account: Profile page contains information about the company profile. Financial Profile section of the Edit Account: Profile page includes information on the taxpayer identification number, customer classification, risk profile, relationship profitability, currency, and annual revenue.

Review Financial Profiles of Companies and Contacts

As a banker, you need to review and analyze financial profiles of companies and contacts before providing loan opportunities.

To review financial profile of a company:

1. Sign in to Oracle CX Sales as a Commercial Banker.

2. Click Sales on the Oracle CX Sales landing page.

3. Click Companies.

   Accounts page opens.

4. Click any specific account name.

   Edit Account: Overview page opens.

5. Click Profile subtab.

   Edit Account: Profile page opens.

6. Review information corresponding to fields in the Financial Profile section such as taxpayer identification number, customer classification, risk profile, relationship profitability, and annual revenue.

7. Click Save and Close.

To review financial profile of a contact:

1. Sign in to Oracle CX Sales as a Retail Banker.

2. Click Sales on the Oracle CX Sales landing page.

3. Click Contacts.

   Contacts page opens.

4. Click any specific contact name.

   Edit Contact: Overview page opens.

5. Click Profile subtab.

   Edit Contact: Profile page opens.

6. Review information corresponding to fields in the Financial Profile section such as taxpayer identification number (TIN), customer classification, age, desired retirement age, years to retirement, credit ranking, employment status, number of dependents, type of residence, tax bracket, tax status, annual income, and annual expenses.

7. Review information corresponding to fields in the Investment section such as investment horizon, investment experience, investment strategy, and risk tolerance.

   Note:

   Taxpayer Identification Number (TIN) is personally identifiable information (PII). You can't view or edit this information. A sales administrator can edit this information. PII such as social security number, home address, bank account numbers, and home phone numbers are protected to prevent unauthorized use. Although PII attributes are available in Contact create and edit pages and in the list search for those job roles that were given explicit access, PII attributes aren't searchable or displayed in global search. To make PII attributes available to any job role other than sales administrator, you must modify those job roles in the Security Console to include PII data security privileges.

8. Click Save and Close.