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

Financial Transaction Record Type

The financial transaction record type allows bankers and financial advisors to view and track summary information about transactions.

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 Transaction Record Type Fields

Field Name Action

Transaction Type

Add picklist values:

  • Big Ticket

  • Buy

  • Failed

  • Out of Compliance

  • Pending

  • Redemption

  • Sell