Financial Products Record Type
The financial product record type allows bankers and financial advisors to know what financial products a contact, household, or a business is interested in, holds, or is transacting. Oracle CRM On Demand Financial Services Edition allows financial services customers to track all financial product details and structures to understand the relationships related to the financial products.
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.
Note: It is recommended that you use the following Financial Product
structure and hierarchy in descending order: Type, Category, Class,
Sub-class, Financial Product A and then Child Financial Products A.1,
A.2 and so on.
| Field Name | Action |
|---|---|
Category |
Add picklist values:
Note: This field is used in a cascading picklist as the Child
to the Type field. Add the values in a single list. When you later
set up the cascading picklist, you will specify the relationship between
the values in the Issue field and the values in the Type field. |
Class |
Add picklist values:
Note: This field is used in a cascading picklist as the Child
to the Category field. Add the values in a single list. When you later
set up the cascading picklist, you will specify the relationship between
the values in the Issue field and the values in the Category field. |