This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Update Version | Notes |
|---|---|---|
| 28 FEB 2018 | March Maintenance Pack for 17D | Revised March Maintenance Pack for 17D. |
March Maintenance Pack for 17D
| Date | Feature | Notes |
|---|---|---|
| 28 FEB 2018 | Implement Address Feature to Support Oracle Sales Cloud and Siebel UCM Synchronization for Oracle Banking Platform Integration |
Removed feature from March Maintenance Pack. |
| 15 FEB 2018 |
Created initial document. |
Oracle CX for Financial Services enables financial institutions to modernize their branches and digitalize customer experience. With a single 360° view of customer information and interactions, banks can build a personalized relationship with each customer and offer financial products and services that best suit a customer’s unique needs. Banks can automate the process of identifying, nurturing, and creating referrals to cross-sell products across any channel, including social, mobile, and web. With Needs Analysis banks can also provide guided selling and self-service personalized product recommendations, in addition to streamlining the customer onboarding and account origination processes.
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Availability of the Oracle Policy Automation Needs Analysis Template for Business Banking from the Company Overview Page
Provides the banker with the ability to run needs analysis from the Company 360 degree view. The banker runs needs analysis and creates a lead or an opportunity.
Limit Storage of Financial Account Transactions Data
Provides the system administrator with the ability to limit the storage of financial transactions data history for performance and security reasons.
Drill Down in Top Five Products for Opportunity and Lead Reports
Provides the ability to drill down in the reports for the top five products for opportunity and lead. The top five products are identified based on the amount in leads and opportunities.
Dashboard for Business Banking
Provides the banker with a dashboard that supports the reporting needs of business banking.
Availability of the Oracle Policy Automation Needs Analysis Template for Consumer Banking from the Household and Contact Overview Pages
Provides the retail banker with the ability to run needs analysis from the Household and Contact Overview pages. The banker can run needs analysis and can create a lead or an opportunity.
Availability of the Oracle Policy Automation Needs Analysis Template for Business Banking from the Lead and Opportunity Summary Pages
Provides the commercial banker with the ability to run needs analysis for commercial loan and equipment finance from the Lead and Opportunity Summary Page.
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