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
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 |
|---|---|---|
| 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. |
| 23 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.
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Customers Upgrading from Release 12
If you're upgrading from Release 12 to Release 13, then you should review all of the release readiness content for Release 13 (update 17D) to learn about all of the features available in release 13.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at SALESCLOUD-PRODEX_WW@ORACLE.COM.
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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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Drill Down in Top Five Products for Opportunity and Lead Reports |
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Availability of the Oracle Policy Automation Needs Analysis Template for Business Banking from the Company Overview Page
Commercial bankers can run needs analysis from the company 360 degree view. The banker has the ability to create a lead or an opportunity at the end of process.
Steps to Enable
To enable the Oracle Policy Automation Needs Analysis template to run needs analysis:
- You must prepare and deploy commercial banking account, commercial banking opportunity, and commercial banking lead interviews as a part of the Oracle Policy Automation interview setup for financial services.
Key Resources
For more information on preparing and deploying commercial banking account, commercial banking opportunity, and commercial banking lead interviews, refer to the Setting Up Oracle Policy Automation topic in the Getting Started with Financial Services Implementation guide.
Role Information
- Commercial Banker
- Commercial Bank Manager
Limit Storage of Financial Account Transactions Data
Limit the storage of financial transactions data history for performance reasons. System administrator can now run a scheduled process to delete any financial transaction records beyond supplied number of days. The default value for number of days to retain is ninety days.
Steps to Enable
No steps are required to enable this feature.
Role Information
System Administrator
Drill Down in Top Five Products for Opportunity and Lead Reports
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. Bankers can see the the top five revenue generating products for leads and opportunities. This information is critical for banks to understand which kind of products they must support and promote.
Steps to Enable
No steps are required to enable this feature.
Role Information
- Retail Banker
- Retail Bank Manager
- Commercial Banker
- Commercial Bank Manager
Dashboard for Business Banking
Commercial bankers can use the dashboard catering specifically to the reporting needs of business banking.
Steps to Enable
No steps are required to enable this feature.
Role Information
- Commercial Banker
- Commercial Bank Manager
Availability of the Oracle Policy Automation Needs Analysis Template for Consumer Banking from the Household and Contact Overview Pages
Retail bankers can run needs analysis from the Household and Contact 360 degree view. The banker has the ability to create a lead or an opportunity at the end of process.
Steps to Enable
To enable the Oracle Policy Automation Needs Analysis template to run needs analysis:
- You must prepare and deploy household and contact interviews as a part of the Oracle Policy Automation interview setup for financial services.
Key Resources
For more information on preparing and deploying household and contact interviews, refer to the Setting Up Oracle Policy Automation topic in the Getting Started with Financial Services Implementation guide.
Role Information
- Retail Banker
- Retail Bank Manager
Availability of the Oracle Policy Automation Needs Analysis Template for Business Banking from the Lead and Opportunity Summary Pages
Commercial bankers can run needs analysis for business banking and equipment finance.
Steps to Enable
To enable the Oracle Policy Automation Needs Analysis template to run needs analysis:
- You must prepare and deploy lead and opportunity interviews as a part of the of Oracle Policy Automation interview setup for financial services.
Key Resources
For more information on preparing and deploying lead and opportunity interviews, refer to the Setting Up Oracle Policy Automation topic in the Getting Started with Financial Services Implementation guide.
Role Information
- Commercial Banker
- Commercial Bank Manager
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