How can you Add New Fields to the Guided Merge Feature in Oracle Customer Hub 8.2?

(Doc ID 1320109.1)

Last updated on FEBRUARY 28, 2018

Applies to:

Siebel CRM - Version 8.2.1 SIA[22220] and later
Information in this document applies to any platform.

Goal

Oracle Customer Hub (Universal Customer Master) 8.2 (included in 8.1.1.4 fix pack and higher via ACR 475) introduces a new guided merge feature.  For more information on this feature, please see the appropriate Oracle Customer Hub Bookshelf documentation available in:

<Document 1282393.1> Oracle Customer Hub (UCM) for Fix Pack 8.1.1.4

This feature may be accessed, for example, via Administration - Universal Customer Master > Existing Duplicates > Duplicate Accounts or Duplicate Contacts > Drilldown onto record > Guided Merge button.

As standard for Accounts the following fields are shown in the guided merge (the asterisk defines a required field):

*Name
*Type
Main Phone Number
Main Fax Number
Location

As standard for Contacts the following fields are shown in the guided merge:

*First Name
*Last Name
Cellular Phone #
Email Address
Home Phone #
Middle Name
Work Phone #

This article addresses the ability to add new fields to the 'UCM Merge FldLvl Adjust Applet', used in the 'UCM Merge Account Task' or 'UCM Merge Contact Task'.

Solution

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms