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

Policy Holder Record Type

The policy holders record type allows insurance professionals to manage all roles, relationship types, and the history of a policy holder including the insured, driver, and beneficiary, across the client, household, and business relationships.

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 Policy Holder Record Type Fields

Field Name Action

Role

Add picklist values:

  • Beneficiary

  • Driver

  • Executive Assistance

  • External Advisor

  • Full Access

  • Guardian

  • Influencer

  • Insured

  • Legal

  • Owner