Service Request Record Type

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 Service Request Record Type Fields

Field Name	Action
Area	Create a new picklist field with the following values: Claim Distributions Financial Account Services Financial Products Financial Plan Forms Holdings Households Online Access Policy Profile Transactions Other Note: This field is used in a cascading picklist with the Type field (renamed Issue).
Preferred Contact Method	Create a new picklist field with the following values: Home Phone Work Phone Cell Phone Email
Account	Rename to Business Account.
Type	Rename to Issue. Edit the picklist values as follows: Financial Account options: Checking Commercial Investment Mortgage Savings Trust
Type	Household option: Household Type
Type	Financial Account Holdings options: External Advisor Executive Assistance Full Access Guardian Influencer Legal Owner
Type	Financial Product options: Bond Equity Mutual Fund Debt
Type	Financial Plan options: Education Family Household Portfolio Retirements Savings Trust Wealth Creation Wealth Protection
Type	Financial Transaction options: Big Ticket Buy Failed Out of Compliance Pending Redemption Sell
Type	Policy options: Auto General Liability Property
Type	Claim options: Auto General Liability Life Property
Type	Forms options: IRA Distribution IRA Beneficiary Designation Accounts options: Name Change Address Change Phone Number Change Enable Margin Enable Options Trading Profile options: Risk Profile Change Financial Situation Change Marital Status Change Objectives Change Online Access options: Forgot Username/Password Enable Online Trading Distribution options: Other options: Other Note: This field is used in a cascading picklist with the Area field. Add the values in a single list. When you later set up the cascading picklist, you will specify the relationship between the values in the Issue field and the values in the Area field.