How can you Add New Fields to the Guided Merge Feature in Oracle Customer Hub 8.2?
Last updated on FEBRUARY 28, 2018
Applies to:Siebel CRM - Version 8.2.1 SIA and later
Information in this document applies to any platform.
Oracle Customer Hub (Universal Customer Master) 8.2 (included in 18.104.22.168 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 22.214.171.124
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):
Main Phone Number
Main Fax Number
As standard for Contacts the following fields are shown in the guided merge:
Cellular Phone #
Home Phone #
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'.
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