Households Reporting Subject Area
Availability
This subject area is available only in the Oracle CRM On Demand Financial Services Edition.
Business Purpose
The Households Reporting subject area provides the ability to generate reports on households for the Contact dimension. This report enables advisors and their managers to answer questions, such as the following:
- Which of my clients belong to which households?
- How are the household assets in my book of business divided among my clients?
- What are my top households by total asset value?
You can combine household reports with portfolio reports to provide an enhanced client service by understanding clients as members of a household.
Relationship Type
Simple
Dimensions
This subject area has the following dimensions:
- Household
- Contact
- Household Contact
Optimized Filtering Fields
This subject area has fields that are optimized for reducing the query time when they are used in filters. Optimized fields end with the words Code or UTC. For example, the Contact dimension has a Contact Type field. There is also a Contact Type Code field, which is the optimized version of the Contact Type field. Similarly, there is a Created Date UTC field, which is the optimized version of the Created Date field. Using the optimized field in the filter generates faster queries. This method is faster than using the standard field. The following dimension in this subject area has optimized filtering fields:
Metrics
The complete list of metrics for this subject area is as follows:
- Household Metrics
- Total Household Assets
- Total Household Assets
- Total Household Assets (000)
- Average (Avg) Total Household Assets
- Average (Avg) Total Household Assets (000)
- Total Household Expenses
- Total Household Expenses
- Total Household Expenses (000)
- Average (Avg) Total Household Expenses
- Average (Avg) Total Household Expenses (000)
- Total Household Income
- Total Household Income
- Total Household Income (000)
- Average (Avg) Total Household Income
- Average (Avg) Total Household Income (000)
- Total Household Liabilities
- Total Household Liabilities
- Total Household Liabilities (000)
- Average (Avg) Total Household Liabilities
- Average (Avg) Total Household Liabilities (000)
- Total Household Net Worth
- Total Household Net Worth
- Total Household Net Worth (000)
- Average (Avg) Total Household Net Worth
- Average (Avg) Total Household Net Worth (000)
- Total Contact Assets
- Total Assets
- Total Assets (000)
- Average (Avg) Total Assets
- Average (Avg) Total Assets (000)
- Total Contact Expenses
- Total Expenses
- Total Expenses (000)
- Average (Avg) Total Expenses
- Average (Avg) Total Expenses (000)
- Total Contact Income
- Total Income
- Total Income (000)
- Average (Avg) Total Income
- Average (Avg) Total Income (000)
- Total Contact Liabilities
- Total Liabilities
- Total Liabilities (000)
- Average (Avg) Total Liabilities
- Average (Avg) Total Liabilities (000)
- Total Contact Net Worth
- Total Net Worth
- Total Net Worth (000)
- Average (Avg) Total Net Worth
- Average (Avg) Total Net Worth (000)
- Household Custom Metrics
- Indexed Number
- Average (Avg) Indexed Number
- Indexed Currency
- Average (Avg) Indexed Currency
- Number (#) of Rolled Up Contacts
- Number (#) of Rolled Up Service Requests
- Number (#) of Rolled Up Leads
- Number (#) of Contacts
- Number (#) of Contact Service Requests
- Number (#) of Contact Leads
- Number (#) of Households
Usage Notes
None
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