1. Configuration Guide for Oracle CRM On Demand Financial Services Edition
  2. Contact Record Type

Contact Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Contact Record Type Fields

Field Name Action

Annual Revenue

Create a new currency type field.

Assets Under Management

Create a new currency type field.

Best times to call

Create a new multiselect picklist field with the following values:

  • Early afternoon

  • Early morning

  • Evening

  • Later afternoon

  • Mid-morning

  • Noon

  • Saturday

  • Sunday

  • Weekend

Customer Since

Create a new date type field.

Employer

Create a new text (short) type field.

Goal - Priority 1

Create a new picklist field with the following values:

  • Asset Preservation

  • New Home

  • Predictable Income

  • Retirement

  • Risk Management

  • Saving for College

  • Tax Sheltering

  • Vacation Home

  • Wealth Accumulation

Goal - Priority 2

Create a new picklist field with the following values:

  • Asset Preservation

  • New Home

  • Predictable Income

  • Retirement

  • Risk Management

  • Saving for College

  • Tax Sheltering

  • Vacation Home

  • Wealth Accumulation

Goal - Priority 3

Create a new picklist field with the following values:

  • Asset Preservation

  • New Home

  • Predictable Income

  • Retirement

  • Risk Management

  • Saving for College

  • Tax Sheltering

  • Vacation Home

  • Wealth Accumulation

Goal - Priority 4

Create a new picklist field with the following values:

  • Asset Preservation

  • New Home

  • Predictable Income

  • Retirement

  • Risk Management

  • Saving for College

  • Tax Sheltering

  • Vacation Home

  • Wealth Accumulation

Goal - Priority 5

Create a new picklist field with the following values:

  • Asset Preservation

  • New Home

  • Predictable Income

  • Retirement

  • Risk Management

  • Saving for College

  • Tax Sheltering

  • Vacation Home

  • Wealth Accumulation

Investable assets

Create a new currency type field.

Investment mix

Create a new multiselect picklist field with the following values:

  • Agencies

  • Alternatives

  • Bonds

  • Currencies

  • Equities

  • Futures

  • Hedge funds

  • Limited partnerships

  • Managed futures

  • Money markets

  • Mutual funds

  • Options

  • Structured products

  • Treasuries

Potential Revenue

Create a new currency type field.

Total Life Insurance

Create a new currency type field.

Status

Add the picklist values with:

  • Active

  • Quiet Filed

  • Dead Filed

Account

Rename to Business Account.

Call Frequency

Edit the picklist values as follows:

  • Annually

  • Bi-monthly

  • Monthly

  • Quarterly

  • Semi-annually

Contact Type

Edit the picklist values as follows:

  • Center of Influence

  • Client

  • Customer

  • Colleague

  • Dead End

  • Friend

  • Lead

  • Prospect

Customer ID

Rename to Contact ID.

Experience Level

Rename to Investing Experience. Edit the picklist values as follows:

  • Expert

  • Limited

  • None

  • Professional

  • Proficient

Investment Horizon

Edit the picklist values as follows:

  • Less than 5 Years

  • 5 to 10 Years

  • 10 to 15 Years

  • 15 to 20 Years

  • More than 20 Years

Lead Source

Rename to Source. Edit the picklist values as follows:

  • Advertisement

  • Direct Mail

  • Email

  • Event - Client Appreciation

  • Event - Other

  • Event - Seminar

  • Event - Trade Show

  • List - Purchased

  • List - Rented

  • Other

  • Referral - Client

  • Referral - External

  • Referral -Other

  • Web Site

Primary Group

Rename to Advisor Team.

Risk Profile

Rename to Risk Tolerance. Edit the picklist values as follows:

  • Aggressive

  • Conservative

  • Moderate

Tier

Rename to Book Segment. Edit the picklist values as follows:

  • Diamond

  • Platinum

  • Gold

  • Silver

  • Unassigned

Total Net Worth

Rename to Net Worth.