Financial Account Record Type

The Financial Account record type enables financial institutions to move from Financial Account centric relationships to Contact, Household and Business centric relationships. With the new ability to create, update, and track any type of Financial Accounts and to model all financial account structures, hierarchies and portfolios, Oracle CRM On Demand Financial Services Edition enables relationship centricity across Activities, Opportunities, Service Requests, and Calendar.

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 Financial Account Record Type Fields