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

Involved Party Record Type

The involved party record type allows insurance professionals to track the relationship between contacts and claims and capture the role of the contacts in the claim such as the claimant, the insured driver, or the lawyer.

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 Involved Party Record Type Fields

Field Name Action

Location

Add picklist values:

  • In Involved Vehicle

  • In Uninvolved Vehicle

  • Pedestrian

Role

Add picklist values:

  • Adverse Claimant

  • Claimant

  • Witness

Role in accident

Add picklist values:

  • Driver

  • Passenger

  • Pedestrian