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

Policy Record Type

The Policy record type allows you to track and view all types of insurance policies that are integrated to your policy systems. The policy record type enables insurance professionals to view policy portfolios held by contacts, households, and business accounts.

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 Record Type Fields

Field Name Action

Policy # Policy #

Rename to Policy Number.

Billing Status

Add picklist values:

  • Billed

  • Lapse

  • Paid

Policy Pay Method

Add picklist values:

  • Cash

  • Charged

  • Check

Policy Type

Add picklist values:

  • Auto

  • General Liability

  • Property

Rate Plan

Add picklist values:

  • 01

  • 02

Rate State

Add picklist values:

  • AZ

  • CA

  • CO

Referral Source

Add picklist values:

  • Internet

  • Direct Mail

  • Magazine Ad

Status

Add picklist values:

  • In Force

  • New Business

  • Pending

Sub-Status

Add picklist values:

  • Broker Review

  • Cancelled

  • Not Submitted