Financial Plan Record Type

All Financial Plans must be assembled, managed and communicated throughout the plan's lifecycle. A very important part of that life is the interactions with the contacts, households, and businesses that are part of the financial plan. The financial plan record types allow relationship integration of the relationship so that financial advisors have access to financial plans for financial accounts, contacts, households, and businesses.

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 Plan Record Type Fields