Financial Services
Oracle CX for Financial Services uses the integration of CX Sales and Fusion Service with Oracle Marketing Cloud. Financial institutions can use this solution to modernize their branches and automate the process of identifying, nurturing and creating referrals to cross-sell products across any channel including social, mobile and web.
Oracle CX for Financial Services solution provides a quick and complete view of customer information and interactions, which the banks can use to build a personalized relationship with each customer and offer financial products and services that best suit a customer's unique needs. You can stay up to date on the status through dashboard and analytics that provide a snapshot of key performance indicators during the financial services cycle. You can use the functionality of CX Sales and Fusion Service to work with some of the standard functionality and concepts. You manage appointments, accounts, contacts, lead, and opportunities to understand and engage with your customer.
CX Sales and Fusion Service includes the following RESTful web services for the Oracle CX for Financial Services solution.
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The cases resource is used to manage financial transactions resulting from life-changing events that necessitate liquidation or transfer of funds to a different account either internally or externally, sell funds, or write a check. URL: crmRestApi/resources/11.13.18.05/__ORAFS__Cases_c |
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The case to contact resource is used to manage the relationship between heirs and cases. A case can have multiple heirs and a contact can appear as an heir under multiple cases. The case to contact resource manages many-to-many relationships between cases and contacts. URL: crmRestApi/resources/11.13.18.05/__ORAFS__CaseToContact_c |
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The case to resource object is used to manage the relationship between a resource team and cases. A case can have multiple service team members, and a resource can be a team member for multiple cases. The case to resource object manages many-to-many relationships between cases and resources. URL: crmRestApi/resources/11.13.18.05/__ORAFS__CaseToResource_c |
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The daily balance resource is used to manage the daily closing balance of the financial account. URL: crmRestApi/resources/11.13.18.05/__ORAFS__DailyBalance_c |
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The financial account resource is used to manage unique accounts of customers. URL: crmRestApi/resources/11.13.18.05/__ORAFS__FinancialAccount_c |
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The financial account contact resource is used to manage the relationship between a financial account and a contact. A financial account, such as joint account can have multiple contacts associated with it. Conversely, a contact can have multiple financial accounts associated with it. Financial account contact is the intersection that stores the relationship between financial accounts and contacts. A financial account record consists of a financial account ID and a contact ID. All the remaining information is obtained from parent objects. URL: crmRestApi/resources/11.13.18.05/__ORAFS__FinAccountContact_c |
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The transaction resource is used to manage monetary transactions for financial accounts. URL: crmRestApi/resources/11.13.18.05/__ORAFS__Transaction_c |