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

Record Types for Oracle CRM On Demand Financial Services Edition

In the Oracle CRM On Demand Financial Services Edition, it is recommended you configure the field setup for the following record types:

  • Activity

  • Appointment

  • Broker Profile

  • Claim

  • Contact

  • Contact Interests

  • Coverage

  • Financial Account

  • Financial Plan

  • Financial Products

  • Financial Transactions

  • Household

  • Insurance Property

  • Involved Party

  • Lead

  • Opportunity

  • Policy

  • Policy Holder

  • Service Request

For more information about configuring the record types listed, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.