How can you Add New Fields to the Guided Merge Feature in Oracle Customer Hub 8.2? (Doc ID 1320109.1)

Last updated on MARCH 02, 2017

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

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