Last update: 3/20/2026

Ocean Park Transcription Specs

Last updated: 3/17/2026

*Scheduled Meeting Type is (none) unless specified by wholesaler.

*Meeting Type is Meeting (virtual) for virtual meetings/calls.

Sources

• Toll-free number

• Hey Dan App (Recording, Image, Text, Video)

• Emailed notes

Note Types

• Normal – New – Used for new meetings or activities that does not exist in the WS’s calendar.

• Normal – Existing – Used if the meetings or activities already exists in the WS’s calendar.

• Follow-up – Used for stand-alone follow-up tasks.

• CRM Modification – Used for updating profiles.

Special Instructions

Additional information provided by the wholesaler pertaining to

the note as a whole, like how it should be processed, how

a contact is listed in the CRM and/or specific instructions to be

carried out.

Internal Comments – Where you can put comments or reminder for another specialist

Date & Time – Capture date as dictated. If date was not provided, use the date from

the recording link.

Skip time and interval.

FA Name Field – Capture FA’s name using the scenarios below:

CRD # – Get the CRD # from FINRA. This is a required field.

Firm – As dictated. Verify in FINRA and/or Google.

Location – Use city and state

Group

Type of Activity – Meeting unless existing, or if specified by wholesaler.

*Additionally, if it’s an existing activity, please make sure the Type of Activity field is set to None.

Meeting (virtual) for virtual meetings.

Subject – Meeting for new activities.

If it’s an existing activity, copy the subject of the meeting in Salesforce.

*Additionally, if it’s an existing activity, please make sure the Type of Activity field is set to None.

*Scheduled Meeting Type is (none) unless specified by wholesaler.

*Meeting Type is Meeting (virtual) for virtual meetings/calls.

Text – Where you put the meeting notes

Website:

https://www.oceanparkam.com/

(Hover over ‘Solutions’ in menu)

Follow-Up Tasks

Type – Other

Assigned To – This field is for the internal partner.

Due Date – As specified. If not provided, use the following date based from the recording date.

Subject – Default subject is Follow-Up Task for [First name and last name of whoever is assigned]

Text – Where you add the follow-up note.

Assigned To (Other) – Name of the WS or the name of the assigned person that is not

found in the dropdown menu

Status – In Progress

Follow-up Task

If there is a follow-up task within the meeting, no need to click ‘Save & New’, just mark the tickbox for follow-up and fill out the fields.