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 |
|---|---|---|
| 29 JUN 2018 | July Maintenance Pack for 18A | Delivered new features in July Maintenance Pack for 18A. |
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 29 JUN 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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| Action Required to Enable Feature |
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None (Automatically Available) |
Enable via Opt In UI Only |
Enable via Opt In UI Plus Additional Steps |
Not Enabled via Opt In UI but Setup Required |
Issue Service Request |
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Enhance Contact Financial Profile
Ability to build the complete financial profile of the contact with details such as customer classification, age, desired retirement age, years to retirement, tax bracket, tax status, annual income, and annual expenses. Enhancement also includes investment-related details such as investment horizon, investment experience, investment strategy, and risk tolerance.
Steps to Enable
To enhance the financial profile for contact:
- Configure the contact layout for retail banking.
- Configure the contact layout for commercial banking.
Key Resources
For more information on enhancing the contact financial profile, refer to the Configuring Page Layouts and Adding Users to Roles chapter in the Getting Started with Financial Services Implementation guide.
Role Information
- Administrator
Set Sales Method for Retail Banking and Commercial Banking
Ability to set sales stages for retail banking, commercial loans, and equipment finance.
Steps to Enable
To set the required sales stages:
- Configure sales process for commercial loans.
- Configure sales process for equipment finance.
- Configure sales process for retail banking.
Key Resources
For more information on how to set sales method for retail banking and commercial banking, refer to the Configuring Sales Processes chapter in the Getting Started with Financial Services Implementation guide.
Role Information
- Administrator
Implement Address Synchronization to Support Oracle Sales Cloud and Siebel UCM for Oracle Banking Platform Integration
Ability to synchronize addresses between Oracle Sales Cloud and Siebel UCM for the Oracle Banking Platform integration. Ensures that Oracle Sales Cloud supports the same addresses in Siebel UCM that Oracle Banking Platform identifies in Siebel UCM.
Steps to Enable
To implement the ability to synchronize addresses:
- Perform account address synchronization.
- Perform contact address synchronization.
- Map fields across Oracle Banking Platform, Siebel UCM, and Oracle Sales Cloud.
Key Resources
For more information on synchronization, refer the following:
- Synchronizing Accounts Between Oracle Sales Cloud and Siebel UCM topic in the Integrating Financial Services with Oracle Banking Platform and Siebel UCM guide.
- Synchronizing Contacts Between Oracle Sales Cloud and Siebel UCM topic in the Integrating Financial Services with Oracle Banking Platform and Siebel UCM guide.
- Mapping of Fields across Oracle Banking Platform, Siebel UCM, and Oracle Sales Cloud topic in the Integrating Financial Services with Oracle Banking Platform and Siebel UCM guide.
Role Information
- Administrator
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